abrdn Platinum ETF Trust - PPLT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 4,561,050 | 64,447 | 0.01% | 0.02% | 1 | +3,838,743 | 531.46% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,457,305 | 62,981 | 0.0% | 0.01% | 2 | +3,818,440 | 597.69% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | Added to | 4,000,789 | 56,531 | 1.02% | 1.26% | 3 | +3,642,636 | 1017.06% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,745,800 | 52,928 | 0.01% | 0.02% | 4 | +3,135,411 | 513.67% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,828,990 | 39,973 | 0.0% | 0.0% | 5 | +2,706,332 | 2206.4% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 2,440,489 | 34,484 | 0.0% | 0.0% | 6 | +2,157,075 | 761.1% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 2,317,380 | 32,744 | 2.13% | 1.53% | 7 | +2,085,642 | 900.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 2,066,219 | 29,195 | 0.0% | 0.0% | 8 | +1,906,178 | 1191.06% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | Added to | 1,415,000 | 19,993 | 0.09% | 0.06% | 9 | +1,353,500 | 2200.81% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,073,756 | 15,172 | 0.0% | 0.01% | 10 | +952,654 | 786.65% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,006,567 | 14,222 | 0.0% | 0.01% | 11 | +905,618 | 897.1% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 850,688 | 12,020 | 0.0% | 0.0% | 12 | +769,793 | 951.6% | Q2 2026 | Aug 14, 2026 |
| PenderFund Capital Management Ltd. | History | Added to | 800,000 | 11,304 | 1.45% | 4.47% | 13 | +640,000 | 400.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 683,339 | 9,655 | 0.0% | 0.0% | 14 | +606,428 | 788.48% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 678,587 | 9,588 | 0.0% | 0.0% | 15 | +628,373 | 1251.39% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 639,159 | 9,031 | 0.0% | 0.0% | 16 | +540,611 | 548.58% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 595,825 | 8,419 | 0.74% | 0.95% | 17 | +544,974 | 1071.71% | Q2 2026 | Jul 30, 2026 |
| Corecam Pte. Ltd. | History | Added to | 556,290 | 7,860 | 2.98% | 5.54% | 18 | +484,541 | 675.33% | Q2 2026 | Jul 14, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | Added to | 554,491 | 7,834 | 3.68% | 1.2% | 19 | +531,521 | 2313.98% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 491,791 | 7,047 | 0.0% | 0.0% | 20 | +427,225 | 661.69% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 433,696 | 6,128 | 0.08% | 0.1% | 21 | +398,542 | 1133.7% | Q2 2026 | Aug 05, 2026 |
| Accordant Advisory Group Inc | History | Added to | 431,955 | 6,103 | 4.12% | 4.8% | 22 | +388,511 | 894.28% | Q2 2026 | Jul 27, 2026 |
| Mizuho Markets Cayman LP | History | Added to | 400,420 | 5,657 | 0.21% | 0.2% | 23 | +379,400 | 1804.95% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 367,656 | 5,194 | 0.01% | 0.01% | 24 | +324,073 | 743.58% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 357,334 | 5,049 | 0.0% | 0.01% | 25 | +326,104 | 1044.2% | Q2 2026 | Aug 07, 2026 |
| SPROTT INC. | History | Added to | 330,730 | 4,673 | 0.15% | 0.3% | 26 | +273,542 | 478.32% | Q2 2026 | Jul 28, 2026 |
| Black Swift Group, LLC | History | Added to | 321,850 | 4,547 | 0.66% | 1.94% | 27 | +259,555 | 416.65% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 304,766 | 4,306 | 0.01% | 0.02% | 28 | +260,664 | 591.05% | Q2 2026 | Aug 11, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Added to | 300,000 | 4,239 | 3.13% | 5.77% | 29 | +260,000 | 650.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 289,283 | 4,087 | 0.04% | 0.04% | 30 | +266,698 | 1180.86% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 273,098 | 3,858 | 0.0% | 0.01% | 31 | +228,385 | 510.78% | Q2 2026 | Aug 12, 2026 |
| Polunin Capital Partners Ltd | History | New | 243,370 | 3,595 | 0.88% | — | 32 | +243,370 | New | Q2 2026 | Jul 15, 2026 |
| Corecam AG | History | Added to | 242,300 | 3,423 | 2.92% | 4.64% | 33 | +211,750 | 693.13% | Q2 2026 | Jul 17, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 238,510 | 3,370 | 2.15% | 2.47% | 34 | +214,647 | 899.5% | Q2 2026 | Jul 31, 2026 |
| Proficio Capital Partners LLC | History | Added to | 235,390 | 3,326 | 0.12% | 0.58% | 35 | +174,411 | 286.02% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | Added to | 200,018 | 2,826 | 0.0% | 0.01% | 36 | +162,018 | 426.36% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 197,295 | 2,787 | 0.0% | 0.0% | 37 | +189,148 | 2321.69% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 190,649 | 2,693 | 0.0% | 0.0% | 38 | +168,948 | 778.53% | Q2 2026 | Aug 05, 2026 |
| Marshall Financial Group, LLC | History | Added to | 190,230 | 2,687 | 0.39% | 0.54% | 39 | +171,205 | 899.89% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 167,365 | 2,364 | 0.0% | 0.0% | 40 | +147,440 | 739.97% | Q2 2026 | Aug 03, 2026 |
| Q3 Asset Management | History | New | 11,274 | 2,170 | 0.4% | — | 41 | +11,274 | New | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 151,535 | 2,141 | 0.01% | 0.0% | 42 | +150,968 | 26625.75% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 141,874 | 2,004 | 0.0% | 0.0% | 43 | +127,826 | 909.92% | Q2 2026 | Aug 12, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 140,620 | 1,987 | 0.05% | 0.09% | 44 | +126,513 | 896.81% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 139,897 | 1,976 | 0.01% | 0.01% | 45 | +125,672 | 883.46% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 138,234 | 1,953 | 0.0% | 0.0% | 46 | +120,886 | 696.83% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | New | 134,700 | 1,903 | 0.0% | — | 47 | +134,700 | New | Q2 2026 | Aug 14, 2026 |
| PHILADELPHIA TRUST CO | History | Added to | 133,260 | 1,883 | 0.12% | 0.17% | 48 | +119,934 | 900.0% | Q2 2026 | Aug 10, 2026 |
| McAlvany Wealth Management LLC | History | Added to | 123,987 | 1,751 | 1.31% | 1.43% | 49 | +111,695 | 908.68% | Q2 2026 | Jul 23, 2026 |
| Ancora Advisors LLC | History | Added to | 123,190 | 1,740 | 0.03% | 0.05% | 50 | +110,620 | 880.03% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 116,764 | 1,649 | 0.03% | 0.04% | 51 | +107,561 | 1168.76% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 111,791 | 1,579 | 0.0% | 0.0% | 52 | +101,381 | 973.88% | Q2 2026 | Jul 29, 2026 |
| Praxis Capital Management LLC | History | New | 110,500 | 1,561 | 2.47% | — | 53 | +110,500 | New | Q2 2026 | Jul 22, 2026 |
| Holcombe Financial, Inc. | History | Added to | 108,058 | 1,526 | 0.86% | 1.1% | 54 | +97,576 | 930.89% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 106,653 | 1,507 | 0.02% | 0.02% | 55 | +96,001 | 901.25% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 101,960 | 1,440 | 0.03% | 0.04% | 56 | +91,764 | 900.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 100,984 | 1,426 | 0.02% | — | 57 | +100,984 | New | Q2 2026 | Aug 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 99,978 | 1,412 | 0.01% | 0.01% | 58 | +91,467 | 1074.69% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 98,985 | 1,398 | 0.0% | 0.0% | 59 | +78,280 | 378.07% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 96,961 | 1,370 | 0.0% | 0.0% | 60 | +95,531 | 6680.49% | Q2 2026 | Aug 03, 2026 |
| DAVENPORT & Co LLC | History | Added to | 92,000 | 1,299 | 0.01% | 0.01% | 61 | +81,550 | 780.38% | Q2 2026 | Jul 13, 2026 |
| Hedges Asset Management LLC | History | New | 89,500 | 1,264 | 0.83% | — | 62 | +89,500 | New | Q2 2026 | Jul 27, 2026 |
| Compound Planning, Inc. | History | Added to | 89,176 | 1,260 | 0.03% | 0.05% | 63 | +80,807 | 965.55% | Q2 2026 | Aug 04, 2026 |
| Carrera Capital Advisors | History | Added to | 87,256 | 1,232 | 0.18% | 0.24% | 64 | +78,493 | 895.73% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 81,114 | 1,145 | 0.0% | 0.0% | 65 | +71,580 | 750.79% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 75,015 | 1,107 | 0.0% | 0.0% | 66 | +66,662 | 798.06% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | New | 75,140 | 1,073 | 0.05% | — | 67 | +75,140 | New | Q2 2026 | Jul 28, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 75,305 | 1,064 | 0.02% | 0.02% | 68 | +69,865 | 1284.28% | Q2 2026 | Jul 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 75,000 | 1,059 | 0.0% | 0.0% | 69 | +68,200 | 1002.94% | Q2 2026 | Jul 22, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 73,298 | 1,035 | 0.08% | 0.11% | 70 | +66,620 | 997.6% | Q2 2026 | Jul 16, 2026 |
| Hyposwiss Advisors SA | History | Added to | 71,250 | 1,006 | 0.95% | 1.25% | 71 | +64,125 | 900.0% | Q2 2026 | Jul 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 69,706 | 984 | 0.01% | 0.02% | 72 | +63,642 | 1049.51% | Q2 2026 | Aug 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 69,030 | 975 | 0.0% | 0.0% | 73 | +62,467 | 951.81% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 69,030 | 975 | 0.0% | 0.01% | 74 | +59,967 | 661.67% | Q2 2026 | Aug 13, 2026 |
| Briaud Financial Planning Inc | History | Added to | 66,240 | 935 | 0.25% | 0.31% | 75 | +59,590 | 896.09% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 65,320 | 923 | 0.0% | 0.0% | 76 | +56,228 | 618.43% | Q2 2026 | Jul 27, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 61,383 | 877 | 0.0% | 0.0% | 77 | +56,060 | 1053.17% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 57,381 | 810 | 0.0% | 0.0% | 78 | +51,813 | 930.55% | Q2 2026 | Jul 27, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 54,247 | 766 | 0.14% | 0.2% | 79 | +48,822 | 899.94% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 50,850 | 718 | 0.12% | 0.17% | 80 | +45,670 | 881.66% | Q2 2026 | Jul 09, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 48,000 | 678 | 0.01% | 0.01% | 81 | +43,200 | 900.0% | Q2 2026 | Jul 22, 2026 |
| WT Wealth Management | History | Added to | 47,460 | 670 | 0.19% | 0.34% | 82 | +40,991 | 633.65% | Q2 2026 | Jul 22, 2026 |
| Alhambra Investment Management LLC | History | Added to | 45,866 | 648 | 0.28% | 0.4% | 83 | +41,021 | 846.67% | Q2 2026 | Jul 16, 2026 |
| PKS Advisory Services, LLC | History | New | 44,467 | 628 | 0.1% | — | 84 | +44,467 | New | Q2 2026 | Aug 04, 2026 |
| Keel Point, LLC | History | Added to | 44,260 | 625 | 0.04% | 0.06% | 85 | +39,133 | 763.27% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | New | 41,705 | 589 | 0.0% | — | 86 | +41,705 | New | Q2 2026 | Aug 13, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | New | 41,490 | 586 | 0.08% | — | 87 | +41,490 | New | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | Added to | 40,298 | 569 | 0.0% | 0.0% | 88 | +38,028 | 1675.24% | Q2 2026 | Aug 13, 2026 |
| Hikari Tsushin, Inc. | History | Added to | 39,640 | 560 | 0.04% | 0.05% | 89 | +35,676 | 900.0% | Q2 2026 | Aug 11, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 38,670 | 546 | 0.07% | 0.1% | 90 | +34,703 | 874.79% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 37,074 | 524 | 0.0% | 0.0% | 91 | +33,598 | 966.57% | Q2 2026 | Aug 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 36,250 | 512 | 0.03% | 0.05% | 92 | +32,585 | 889.09% | Q2 2026 | Aug 14, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 34,150 | 482 | 0.05% | 0.06% | 93 | +30,675 | 882.73% | Q2 2026 | Jul 20, 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | History | Added to | 31,000 | 438 | 0.16% | 0.21% | 94 | +27,900 | 900.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | Added to | 30,400 | 429 | 0.0% | 0.01% | 95 | +27,360 | 900.0% | Q2 2026 | Aug 12, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 29,580 | 418 | 0.3% | 0.38% | 96 | +26,579 | 885.67% | Q2 2026 | Aug 18, 2026 |
| Cresset Asset Management, LLC | History | Added to | 28,090 | 396 | 0.0% | 0.0% | 97 | +25,781 | 1116.54% | Q2 2026 | Aug 14, 2026 |
| WMG Financial Advisors, LLC | History | New | 27,500 | 388 | 0.15% | — | 98 | +27,500 | New | Q2 2026 | Jul 23, 2026 |
| &PARTNERS | History | Added to | 26,100 | 368 | 0.0% | 0.0% | 99 | +23,437 | 880.1% | Q2 2026 | Aug 14, 2026 |
| SIG BROKERAGE, LP | History | Added to | 26,000 | 367 | 0.01% | 0.01% | 100 | +23,400 | 900.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 25,720 | 363 | 0.01% | 0.02% | 101 | +23,118 | 888.47% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 25,506 | 360 | 0.0% | 0.0% | 102 | +20,565 | 416.21% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,370 | 358 | 0.0% | 0.0% | 103 | +21,638 | 579.8% | Q2 2026 | Jul 28, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 25,000 | 353 | 0.03% | 0.04% | 104 | +22,500 | 900.0% | Q2 2026 | Jul 21, 2026 |
| Rossby Financial, LCC | History | Added to | 25,000 | 353 | 0.06% | 0.09% | 105 | +22,500 | 900.0% | Q2 2026 | Aug 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 23,000 | 324 | 0.0% | 0.0% | 106 | +20,700 | 900.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 22,514 | 318 | 0.0% | 0.0% | 107 | +18,370 | 443.29% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 21,651 | 305 | 0.03% | — | 108 | +21,651 | New | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Added to | 21,481 | 304 | 0.0% | 0.0% | 109 | +19,112 | 806.75% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 21,370 | 301 | 0.01% | 0.02% | 110 | +19,165 | 869.16% | Q2 2026 | Jul 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 21,030 | 297 | 0.0% | 0.0% | 112 | +18,112 | 620.7% | Q2 2026 | Aug 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 21,058 | 297 | 0.0% | 0.0% | 111 | +313 | 1.51% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 20,260 | 286 | 0.0% | 0.0% | 113 | +18,234 | 900.0% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 20,100 | 284 | 0.0% | — | 114 | +20,100 | New | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | Added to | 19,500 | 275 | 0.01% | 0.02% | 115 | +17,550 | 900.0% | Q2 2026 | Jul 23, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 18,760 | 265 | 0.0% | 0.0% | 116 | +16,884 | 900.0% | Q2 2026 | Aug 07, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 18,650 | 263 | 0.07% | 0.09% | 117 | +16,890 | 959.66% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,520 | 261 | 0.0% | 0.0% | 119 | +16,668 | 900.0% | Q2 2026 | Jul 28, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 18,500 | 261 | 0.03% | 0.04% | 118 | +16,650 | 900.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,350 | 259 | 0.0% | 0.0% | 120 | +15,753 | 606.58% | Q2 2026 | Aug 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 17,800 | 251 | 0.0% | 0.0% | 121 | +16,020 | 900.0% | Q2 2026 | Aug 10, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 17,500 | 247 | 0.0% | 0.0% | 122 | +13,950 | 392.96% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 17,410 | 246 | 0.0% | 0.0% | 123 | +15,669 | 900.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | Added to | 17,130 | 242 | 0.0% | 0.0% | 124 | +15,341 | 857.52% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 17,070 | 241 | 0.0% | 0.01% | 125 | +15,363 | 900.0% | Q2 2026 | Aug 14, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 16,774 | 237 | 0.01% | 0.01% | 126 | +15,508 | 1224.96% | Q2 2026 | Jul 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 16,003 | 226 | 0.01% | 0.01% | 127 | +15,135 | 1743.66% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 15,700 | 221 | 0.0% | 0.01% | 128 | +13,563 | 634.67% | Q2 2026 | Jul 31, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 15,540 | 219 | 0.06% | 0.07% | 129 | +14,249 | 1103.72% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,464 | 218 | 0.0% | 0.0% | 130 | +13,961 | 928.88% | Q2 2026 | Jul 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 15,400 | 217 | 0.0% | 0.0% | 131 | +14,090 | 1075.57% | Q2 2026 | Jul 29, 2026 |
| Apella Capital, LLC | History | New | 14,579 | 216 | 0.0% | — | 132 | +14,579 | New | Q2 2026 | Jul 08, 2026 |
| Marex Group Ltd | History | Added to | 15,151 | 214 | 0.0% | 0.0% | 133 | +12,383 | 447.36% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 15,120 | 213 | 0.01% | 0.02% | 134 | +13,837 | 1078.49% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, LLC | History | Added to | 14,880 | 210 | 0.03% | 0.18% | 135 | +9,214 | 162.62% | Q2 2026 | Jul 29, 2026 |
| Visionary Wealth Advisors | History | Added to | 14,814 | 209 | 0.01% | 0.01% | 136 | +13,268 | 858.21% | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 14,560 | 206 | 0.0% | 0.0% | 137 | +13,064 | 873.26% | Q2 2026 | Aug 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 14,496 | 204 | 0.01% | — | 138 | +14,496 | New | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,970 | 197 | 0.0% | 0.0% | 140 | +12,573 | 900.0% | Q2 2026 | Aug 18, 2026 |
| Belvedere Trading LLC | History | Reduced | 14,000 | 197 | 0.0% | 0.0% | 139 | -1,500 | -9.68% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 13,922 | 196 | 0.0% | 0.0% | 141 | +12,103 | 665.37% | Q2 2026 | Sep 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 13,620 | 192 | 0.0% | 0.01% | 142 | +12,258 | 900.0% | Q2 2026 | Jul 29, 2026 |
| National Philanthropic Trust | History | Added to | 13,310 | 188 | 0.0% | 0.0% | 145 | +11,979 | 900.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,335 | 188 | 0.0% | 0.01% | 144 | +11,491 | 623.16% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,360 | 188 | 0.0% | 0.0% | 143 | +11,019 | 470.7% | Q2 2026 | Aug 19, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 13,220 | 186 | 0.0% | 0.01% | 146 | +11,898 | 900.0% | Q2 2026 | Jul 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 12,899 | 182 | 0.0% | 0.0% | 147 | +8,174 | 172.99% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 12,727 | 179 | 0.02% | — | 148 | +12,727 | New | Q2 2026 | Jul 09, 2026 |
| Noble Wealth Management PBC | History | Added to | 12,310 | 173 | 0.08% | 0.08% | 149 | +11,425 | 1290.96% | Q2 2026 | Jul 01, 2026 |
| BSW Wealth Partners | History | Added to | 12,090 | 170 | 0.02% | 0.03% | 150 | +10,917 | 930.69% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | Added to | 11,970 | 169 | 0.0% | 0.0% | 151 | +10,773 | 900.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | New | 11,643 | 164 | 0.0% | — | 152 | +11,643 | New | Q2 2026 | Aug 13, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 11,520 | 162 | 0.07% | 0.1% | 154 | +10,368 | 900.0% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | Added to | 11,490 | 162 | 0.0% | 0.01% | 153 | +10,271 | 842.58% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | Added to | 11,530 | 162 | 0.0% | 0.0% | 155 | +8,614 | 295.4% | Q2 2026 | Aug 27, 2026 |
| Bogart Wealth, LLC | History | Added to | 11,250 | 158 | 0.01% | 0.01% | 157 | +10,125 | 900.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,190 | 158 | 0.0% | 0.0% | 156 | +10,031 | 865.49% | Q2 2026 | Aug 12, 2026 |
| O'Brien Greene & Co. Inc | History | New | 11,160 | 157 | 0.04% | — | 158 | +11,160 | New | Q2 2026 | Aug 06, 2026 |
| Prospect Financial Services LLC | History | New | 11,100 | 156 | 0.08% | — | 160 | +11,100 | New | Q2 2026 | Aug 06, 2026 |
| NewEdge Wealth, LLC | History | New | 11,070 | 156 | 0.0% | — | 159 | +11,070 | New | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 10,550 | 150 | 0.0% | 0.0% | 161 | +9,495 | 900.0% | Q2 2026 | Jul 27, 2026 |
| Carnegie Investment Counsel | History | New | 10,540 | 148 | 0.0% | — | 163 | +10,540 | New | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 10,491 | 148 | 0.0% | — | 162 | +10,491 | New | Q2 2026 | Aug 07, 2026 |
| Net Worth Advisory Group | History | Added to | 10,357 | 146 | 0.04% | 0.04% | 164 | +9,210 | 802.96% | Q2 2026 | Jul 13, 2026 |
| Avior Wealth Management, LLC | History | New | 10,240 | 144 | 0.0% | — | 165 | +10,240 | New | Q2 2026 | Jul 07, 2026 |
| Paul R. Ried Financial Group, LLC | History | New | 10,170 | 143 | 0.06% | — | 166 | +10,170 | New | Q2 2026 | Jul 06, 2026 |
| X-Square Capital, LLC | History | New | 10,000 | 141 | 0.04% | — | 167 | +10,000 | New | Q2 2026 | Aug 12, 2026 |
| Howard Capital Management Group, LLC | History | New | 10,000 | 141 | 0.01% | — | 168 | +10,000 | New | Q2 2026 | Jul 16, 2026 |
| WEALTH EFFECTS LLC | History | New | 10,000 | 141 | 0.04% | — | 169 | +10,000 | New | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,000 | 141 | 0.0% | — | 170 | +10,000 | New | Q2 2026 | Jul 28, 2026 |
| BankPlus Trust Department | History | Added to | 9,950 | 140 | 0.03% | 0.01% | 171 | +9,835 | 8552.17% | Q2 2026 | Jul 28, 2026 |
| Cypress Capital Management LLC (WY) | History | Added to | 9,390 | 132 | 0.11% | 0.15% | 172 | +8,451 | 900.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | Added to | 7,841 | 110 | 0.0% | 0.0% | 173 | +5,776 | 279.71% | Q2 2026 | Aug 12, 2026 |
| Sankala Group LLC | History | Added to | 6,690 | 104 | 0.07% | 0.08% | 174 | +6,090 | 1015.0% | Q2 2026 | Aug 18, 2026 |
| Blue Trust, Inc. | History | Added to | 7,000 | 98 | 0.0% | 0.0% | 175 | +6,300 | 900.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | Added to | 6,830 | 96 | 0.0% | 0.0% | 176 | +6,102 | 838.19% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 500 | 89 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,960 | 84 | 0.0% | 0.0% | 178 | +5,364 | 900.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,310 | 75 | 0.0% | 0.0% | 179 | +4,779 | 900.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,290 | 74 | 0.0% | 0.0% | 180 | +4,708 | 808.93% | Q2 2026 | Aug 12, 2026 |
| Luminist Capital LLC | History | New | 5,032 | 71 | 0.08% | — | 181 | +5,032 | New | Q2 2026 | Aug 07, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 4,750 | 67 | 0.01% | 0.01% | 182 | +4,408 | 1288.89% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | New | 4,430 | 63 | 0.04% | — | 183 | +4,430 | New | Q2 2026 | Jul 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 3,700 | 52 | 0.02% | 0.03% | 184 | +3,330 | 900.0% | Q2 2026 | Jul 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,350 | 47 | 0.0% | 0.0% | 185 | +3,015 | 900.0% | Q2 2026 | Aug 05, 2026 |
| Arlington Trust Co LLC | History | Added to | 3,320 | 46 | 0.0% | 0.01% | 186 | +2,988 | 900.0% | Q2 2026 | Jul 07, 2026 |
| BlackRock, Inc. | History | Added to | 3,070 | 43 | 0.0% | 0.0% | 188 | +2,763 | 900.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | Added to | 3,070 | 43 | 0.0% | 0.0% | 187 | +2,733 | 810.98% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 2,892 | 40 | 0.0% | 0.0% | 189 | +2,593 | 867.22% | Q2 2026 | Aug 13, 2026 |
| LAM GROUP, INC. | History | Added to | 2,500 | 35 | 0.02% | 0.02% | 190 | +2,250 | 900.0% | Q2 2026 | Jul 10, 2026 |
| Bravera Wealth | History | Added to | 2,500 | 35 | 0.01% | 0.03% | 191 | +2,135 | 584.93% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | Added to | 2,130 | 30 | 0.0% | 0.0% | 192 | +1,875 | 735.29% | Q2 2026 | Jul 30, 2026 |
| Bellecapital International Ltd. | History | New | 2,050 | 28 | 0.0% | — | 193 | +2,050 | New | Q2 2026 | Jul 22, 2026 |
| Spire Wealth Management | History | Added to | 1,850 | 26 | 0.0% | 0.0% | 195 | +1,672 | 939.33% | Q2 2026 | Jul 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,840 | 26 | 0.0% | 0.0% | 194 | +1,656 | 900.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,800 | 25 | 0.0% | 0.0% | 196 | +1,620 | 900.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,750 | 24 | 0.0% | 0.0% | 197 | +1,575 | 900.0% | Q2 2026 | Jul 06, 2026 |
| Concord Wealth Partners | History | New | 1,612 | 22 | 0.0% | — | 200 | +1,612 | New | Q2 2026 | Jul 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,580 | 22 | 0.0% | 0.0% | 198 | +1,565 | 10433.33% | Q2 2026 | Aug 13, 2026 |
| CoreFirst Bank & Trust | History | Added to | 1,620 | 22 | 0.01% | 0.01% | 199 | +1,458 | 900.0% | Q2 2026 | Aug 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,380 | 19 | 0.0% | 0.0% | 201 | +1,242 | 900.0% | Q2 2026 | Jul 29, 2026 |
| FIRST HORIZON CORP | History | Added to | 1,280 | 18 | 0.0% | 0.0% | 202 | +1,152 | 900.0% | Q2 2026 | Jul 20, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 1,150 | 16 | 0.0% | 0.01% | 203 | +1,035 | 900.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,000 | 15 | 0.0% | — | 206 | +1,000 | New | Q2 2026 | Aug 12, 2026 |
| Hara Capital LLC | History | Added to | 1,080 | 15 | 0.01% | 0.01% | 205 | +972 | 900.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,070 | 15 | 0.0% | 0.0% | 204 | +963 | 900.0% | Q2 2026 | Aug 12, 2026 |
| Bare Financial Services, Inc | History | Added to | 1,040 | 14 | 0.0% | 0.0% | 210 | +936 | 900.0% | Q2 2026 | Jul 27, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 1,059 | 14 | 0.0% | 0.01% | 208 | +904 | 583.23% | Q2 2026 | Aug 03, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,000 | 14 | 0.0% | 0.01% | 209 | +900 | 900.0% | Q2 2026 | Jul 30, 2026 |
| Founders Capital Management | History | Added to | 1,000 | 14 | 0.01% | 0.02% | 207 | +800 | 400.0% | Q2 2026 | Jul 21, 2026 |
| Capital Analysts, LLC | History | Added to | 860 | 12 | 0.0% | 0.0% | 211 | +774 | 900.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | New | 835 | 11 | 0.0% | — | 213 | +835 | New | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | New | 790 | 11 | 0.01% | — | 214 | +790 | New | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Added to | 795 | 11 | 0.0% | 0.0% | 212 | +723 | 1004.17% | Q2 2026 | Aug 11, 2026 |
| Crewe Advisors LLC | History | Added to | 750 | 10 | 0.0% | 0.0% | 215 | +675 | 900.0% | Q2 2026 | Jul 23, 2026 |
| PFS Partners, LLC | History | Added to | 670 | 9 | 0.0% | 0.01% | 216 | +603 | 900.0% | Q2 2026 | Jul 20, 2026 |
| Oakmont Advisory Group, LLC | History | New | 537 | 7 | 0.01% | — | 219 | +537 | New | Q2 2026 | Aug 03, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 550 | 7 | 0.0% | 0.0% | 217 | +495 | 900.0% | Q2 2026 | Jul 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 500 | 7 | 0.0% | 0.0% | 218 | +450 | 900.0% | Q2 2026 | Jul 20, 2026 |
| Caitlin John, LLC | History | Added to | 450 | 6 | 0.0% | 0.01% | 220 | +360 | 400.0% | Q2 2026 | Aug 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 420 | 5 | 0.0% | 0.0% | 221 | +378 | 900.0% | Q2 2026 | Aug 06, 2026 |
| Stone House Investment Management, LLC | History | Added to | 380 | 5 | 0.0% | 0.0% | 222 | +342 | 900.0% | Q2 2026 | Aug 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 350 | 5 | 0.0% | 0.0% | 223 | +315 | 900.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 270 | 3 | 0.0% | — | 225 | +270 | New | Q2 2026 | Aug 13, 2026 |
| Dauntless Investment Group, LLC | History | Added to | 240 | 3 | 0.0% | 0.0% | 224 | +216 | 900.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | New | 200 | 2 | 0.0% | — | 228 | +200 | New | Q2 2026 | Aug 03, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 200 | 2 | 0.0% | 0.0% | 226 | +180 | 900.0% | Q2 2026 | Jul 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 190 | 2 | 0.0% | 0.0% | 227 | +171 | 900.0% | Q2 2026 | Jul 24, 2026 |
| Ameliora Wealth Management Ltd. | History | New | 100 | 1 | 0.0% | — | 237 | +100 | New | Q2 2026 | Jul 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 100 | 1 | 0.0% | — | 238 | +100 | New | Q2 2026 | Jul 15, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 110 | 1 | 0.0% | 0.0% | 231 | +99 | 900.0% | Q2 2026 | Aug 05, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 110 | 1 | 0.0% | 0.0% | 235 | +99 | 900.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 100 | 1 | 0.0% | 0.0% | 229 | +90 | 900.0% | Q2 2026 | Jul 21, 2026 |
| American Capital Advisory, LLC | History | Added to | 100 | 1 | 0.0% | 0.0% | 233 | +90 | 900.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 84 | 1 | 0.0% | — | 236 | +84 | New | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 120 | 1 | 0.0% | 0.0% | 230 | +34 | 39.53% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 73 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financially Speaking Inc | History | No change | 10 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -22,951 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Valliance Asset Management Ltd | History | Closed out | 0 | 0 | — | 2.97% | — | -20,300 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -13,661 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -10,564 | -100.0% | Q2 2026 | Jul 24, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,533 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Titiun Yejiel | History | Closed out | 0 | 0 | — | 1.21% | — | -6,757 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,330 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Financial Sense Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -5,285 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,076 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,771 | -100.0% | Q2 2026 | Aug 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -3,395 | -100.0% | Q2 2026 | Aug 04, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,300 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Lake Hills Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,081 | -100.0% | Q2 2026 | Jul 07, 2026 |
| TRB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,000 | -100.0% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,700 | -100.0% | Q2 2026 | Jul 14, 2026 |
| AMG National Trust Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -1,572 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,488 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,281 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -600 | -100.0% | Q2 2026 | Jul 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.04% | — | -475 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -175 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | Added to | 50 | 0 | — | — | — | +45 | 900.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | Added to | 50 | 0 | — | — | — | +45 | 900.0% | Q2 2026 | Aug 11, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Brandywine Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Purpose Unlimited Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |