Direxion Shares ETF Trust - QQQE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 749,497 | 73,848 | 0.0% | 0.0% | 1 | +53,628 | 7.71% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 724,041 | 71,339 | 0.01% | 0.0% | 2 | +86,683 | 13.6% | Q1 2026 | May 15, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 428,472 | 42,217 | 2.38% | 2.85% | 3 | +16,223 | 3.94% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 366,062 | 36,068 | 0.01% | 0.01% | 4 | -40,269 | -9.91% | Q1 2026 | May 06, 2026 |
| Endurance Services Ltd | History | No change | 347,500 | 34,239 | 5.77% | 6.29% | 5 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 278,318 | 27,422 | 0.0% | 0.0% | 6 | +52,559 | 23.28% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 238,827 | 23,531 | 0.01% | 0.01% | 7 | +105,913 | 79.69% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 174,972 | 17,239 | 0.39% | 0.45% | 8 | -22,745 | -11.5% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 164,991 | 16,256 | 0.0% | 0.0% | 9 | -51,068 | -23.64% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 127,223 | 12,536 | 0.0% | 0.0% | 10 | +34,755 | 37.59% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 123,448 | 12,163 | 0.02% | — | 11 | +123,448 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 111,800 | 11,015 | 0.0% | 0.0% | 12 | +91,562 | 452.43% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 109,547 | 10,793 | 0.0% | — | 13 | +109,547 | New | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 88,600 | 8,729 | 0.01% | — | 14 | +88,600 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 76,631 | 7,550 | 0.01% | 0.01% | 15 | -2,429 | -3.07% | Q1 2026 | May 05, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 74,429 | 7,333 | 1.53% | 4.12% | 16 | -105,191 | -58.56% | Q1 2026 | May 05, 2026 |
| MRA Advisory Group | History | Reduced | 71,972 | 7,091 | 2.89% | 5.33% | 17 | -52,132 | -42.01% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 70,937 | 6,831 | 0.0% | 0.0% | 18 | +6,826 | 10.65% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 67,943 | 6,695 | 0.0% | 0.0% | 19 | +5,164 | 8.23% | Q1 2026 | May 15, 2026 |
| Ramiah Investment Group | History | New | 65,072 | 6,411 | 6.44% | — | 20 | +65,072 | New | Q1 2026 | Apr 21, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 64,509 | 6,356 | 4.11% | 4.94% | 21 | -9,400 | -12.72% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | Added to | 61,990 | 6,107 | 0.08% | 0.03% | 22 | +40,041 | 182.43% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | Reduced | 53,200 | 5,442 | 0.02% | 0.03% | 23 | -18,600 | -25.91% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 55,123 | 5,431 | 0.03% | 0.04% | 24 | +1,343 | 2.5% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 55,076 | 5,426 | 0.0% | 0.0% | 25 | +2,014 | 3.8% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 54,750 | 5,394 | 0.0% | 0.0% | 26 | +2,338 | 4.46% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 54,138 | 5,334 | 0.01% | 0.01% | 27 | +3,206 | 6.29% | Q1 2026 | Apr 27, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 52,644 | 5,187 | 0.53% | 0.54% | 28 | -2,724 | -4.92% | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 52,632 | 5,185 | 0.2% | 0.31% | 29 | +25,180 | 91.72% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 49,900 | 4,916 | 0.0% | 0.0% | 30 | -50,258 | -50.18% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 43,552 | 4,290 | 0.01% | 0.0% | 31 | +39,951 | 1109.44% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 42,268 | 4,164 | 0.01% | 0.01% | 32 | -6,399 | -13.15% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Reduced | 39,798 | 3,921 | 0.0% | 0.0% | 33 | -5,588 | -12.31% | Q1 2026 | May 12, 2026 |
| White Pine Investment CO | History | Added to | 37,273 | 3,673 | 0.85% | 0.84% | 34 | +2,624 | 7.57% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 33,435 | 3,294 | 0.0% | 0.0% | 35 | +5,437 | 19.42% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 32,913 | 3,245 | 0.0% | 0.0% | 36 | +676 | 2.1% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,555 | 3,208 | 0.01% | 0.01% | 37 | +13,420 | 70.13% | Q1 2026 | Apr 30, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 32,460 | 3,198 | 0.35% | — | 38 | +32,460 | New | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 30,540 | 3,009 | 0.0% | 0.0% | 39 | -7,615 | -19.96% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 29,781 | 2,934 | 0.15% | 0.2% | 40 | -7,304 | -19.7% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 29,700 | 2,926 | 0.0% | 0.0% | 41 | -6,251 | -17.39% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 29,233 | 2,880 | 0.07% | 0.01% | 42 | +26,043 | 816.39% | Q1 2026 | May 15, 2026 |
| Militia Capital Partners, LP | History | No change | 27,800 | 2,844 | 1.08% | 1.08% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cannon Advisors, Inc. | History | Added to | 27,197 | 2,679 | 1.99% | 1.94% | 44 | +842 | 3.19% | Q1 2026 | Apr 24, 2026 |
| LifeWealth Investments, LLC | History | Added to | 24,630 | 2,426 | 0.72% | 0.61% | 45 | +5,702 | 30.12% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | Added to | 24,003 | 2,365 | 0.14% | 0.14% | 46 | +602 | 2.57% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 23,448 | 2,310 | 0.01% | 0.01% | 47 | -18 | -0.08% | Q1 2026 | Apr 30, 2026 |
| Watershed Asset Management, L.L.C. | History | Reduced | 20,200 | 1,990 | 2.06% | 11.15% | 48 | -96,500 | -82.69% | Q1 2026 | May 06, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 15,577 | 1,535 | 0.53% | 0.55% | 49 | +91 | 0.59% | Q1 2026 | Apr 08, 2026 |
| Private Capital Management, LLC | History | Added to | 15,331 | 1,510 | 0.15% | 0.13% | 50 | +1,475 | 10.65% | Q1 2026 | May 15, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 15,234 | 1,501 | 0.34% | 0.38% | 51 | -490 | -3.12% | Q1 2026 | May 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 14,485 | 1,427 | 0.52% | 0.48% | 52 | +425 | 3.02% | Q1 2026 | May 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 14,410 | 1,419 | 0.82% | — | 53 | +14,410 | New | Q1 2026 | May 12, 2026 |
| Mystic Asset Management, Inc. | History | No change | 13,416 | 1,321 | 0.31% | 0.31% | 54 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 12,798 | 1,309 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,608 | 1,242 | 0.01% | 0.01% | 56 | +1,719 | 15.79% | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | Reduced | 12,531 | 1,234 | 0.7% | 0.74% | 57 | -152 | -1.2% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 12,439 | 1,225 | 0.0% | 0.0% | 58 | -27 | -0.22% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 12,357 | 1,217 | 0.0% | 0.01% | 59 | -9,959 | -44.63% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 11,805 | 1,163 | 0.04% | 0.04% | 60 | +355 | 3.1% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 11,753 | 1,157 | 0.0% | 0.0% | 61 | -69 | -0.58% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,085 | 1,092 | 0.02% | 0.02% | 62 | -14 | -0.13% | Q1 2026 | May 01, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 11,048 | 1,088 | 0.08% | 0.12% | 63 | -4,916 | -30.79% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | No change | 11,033 | 1,087 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 10,465 | 1,083 | 0.45% | 0.5% | 65 | -475 | -4.34% | Q1 2026 | Apr 15, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 10,605 | 1,044 | 0.5% | 0.51% | 66 | +328 | 3.19% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,325 | 1,017 | 0.0% | — | 67 | +10,325 | New | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,205 | 1,005 | 0.0% | 0.0% | 68 | +7,340 | 256.2% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | New | 9,707 | 956 | 0.0% | — | 69 | +9,707 | New | Q1 2026 | May 05, 2026 |
| FULTON BANK, N.A. | History | No change | 9,627 | 948 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 9,508 | 936 | 0.22% | 0.24% | 71 | -678 | -6.66% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 9,362 | 922 | 0.0% | 0.0% | 72 | +5,287 | 129.74% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,059 | 892 | 0.0% | 0.01% | 73 | -3,797 | -29.53% | Q1 2026 | Apr 15, 2026 |
| Prism Advisors, Inc. | History | Added to | 8,676 | 854 | 0.23% | 0.22% | 74 | +430 | 5.21% | Q1 2026 | Apr 23, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 8,364 | 824 | 0.34% | 0.34% | 75 | +115 | 1.39% | Q1 2026 | May 08, 2026 |
| Carr Financial Group Corp | History | Reduced | 7,812 | 769 | 0.2% | 0.25% | 76 | -1,376 | -14.98% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 7,408 | 729 | 0.03% | 0.03% | 77 | +44 | 0.6% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 7,263 | 715 | 0.0% | 0.0% | 78 | -43 | -0.59% | Q1 2026 | May 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,854 | 701 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MTM Investment Management, LLC | History | Added to | 6,791 | 669 | 0.21% | 0.22% | 80 | +175 | 2.65% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | New | 6,383 | 628 | 0.0% | — | 81 | +6,383 | New | Q1 2026 | May 14, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 6,182 | 609 | 0.1% | 0.19% | 82 | -3,238 | -34.37% | Q1 2026 | Apr 10, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 6,160 | 606 | 0.06% | 0.07% | 83 | -259 | -4.03% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,094 | 600 | 0.01% | 0.01% | 84 | -265 | -4.17% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,029 | 594 | 0.02% | 0.03% | 85 | -699 | -10.39% | Q1 2026 | Apr 20, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 5,992 | 590 | 0.04% | 0.04% | 86 | -150 | -2.44% | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,956 | 586 | 0.0% | 0.0% | 87 | -156 | -2.55% | Q1 2026 | May 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,837 | 575 | 0.02% | 0.02% | 88 | +161 | 2.84% | Q1 2026 | Apr 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 5,647 | 556 | 0.0% | 0.01% | 89 | -470 | -7.68% | Q1 2026 | May 14, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 5,614 | 553 | 0.31% | 0.36% | 90 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Baird Financial Group, Inc. | History | New | 5,542 | 546 | 0.0% | — | 91 | +5,542 | New | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,539 | 545 | 0.01% | 0.01% | 92 | +574 | 11.56% | Q1 2026 | May 18, 2026 |
| Parallel Advisors, LLC | History | No change | 5,126 | 505 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,084 | 500 | 0.0% | 0.0% | 94 | -161 | -3.07% | Q1 2026 | May 08, 2026 |
| Peak Planning Group, LLC | History | Reduced | 4,972 | 489 | 0.14% | 0.15% | 95 | -179 | -3.48% | Q1 2026 | Apr 22, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 4,955 | 488 | 0.04% | 0.04% | 96 | +57 | 1.16% | Q1 2026 | Apr 22, 2026 |
| Oxinas Partners, LLC | History | Reduced | 4,847 | 477 | 0.22% | 0.26% | 97 | -381 | -7.29% | Q1 2026 | Apr 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,800 | 476 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,712 | 464 | 0.0% | 0.0% | 99 | -250 | -5.04% | Q1 2026 | May 15, 2026 |
| WIN ADVISORS, INC | History | New | 4,673 | 460 | 0.21% | — | 100 | +4,673 | New | Q1 2026 | May 01, 2026 |
| Key FInancial Inc | History | No change | 4,649 | 458 | 0.08% | 0.09% | 101 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 4,522 | 445 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 4,488 | 442 | 0.05% | 0.06% | 103 | +99 | 2.26% | Q1 2026 | Apr 13, 2026 |
| STAR Financial Bank | History | No change | 4,336 | 427 | 0.2% | 0.23% | 104 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,253 | 419 | 0.0% | 0.0% | 105 | +188 | 4.62% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,104 | 404 | 0.01% | 0.02% | 106 | +1 | 0.02% | Q1 2026 | May 19, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,075 | 401 | 0.0% | 0.0% | 107 | +308 | 8.18% | Q1 2026 | May 05, 2026 |
| Element Wealth, LLC | History | No change | 3,966 | 390 | 0.16% | 0.17% | 108 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | New | 3,956 | 389 | 0.0% | — | 109 | +3,956 | New | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,944 | 388 | 0.13% | 0.13% | 110 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 3,767 | 371 | 0.04% | 0.05% | 111 | -4 | -0.11% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Added to | 3,739 | 368 | 0.0% | 0.0% | 112 | +240 | 6.86% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 3,725 | 367 | 0.02% | 0.01% | 113 | +1,503 | 67.64% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 3,676 | 362 | 0.01% | 0.01% | 114 | +454 | 14.09% | Q1 2026 | Apr 27, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 3,658 | 360 | 0.05% | 0.05% | 115 | +166 | 4.75% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,612 | 355 | 0.01% | 0.01% | 116 | -1 | -0.03% | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 3,536 | 348 | 0.01% | 1.85% | 118 | -552,785 | -99.36% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 3,542 | 348 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | No change | 3,000 | 339 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,432 | 338 | 0.0% | — | 120 | +3,432 | New | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 3,400 | 335 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 3,346 | 329 | 0.18% | 0.19% | 122 | +3 | 0.09% | Q1 2026 | Apr 09, 2026 |
| Quantinno Capital Management LP | History | New | 3,242 | 319 | 0.0% | — | 123 | +3,242 | New | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 3,181 | 313 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 3,073 | 302 | 0.09% | — | 126 | +3,073 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 3,073 | 302 | 0.09% | 0.09% | 125 | +70 | 2.33% | Q1 2026 | May 13, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 3,007 | 296 | 0.15% | 0.19% | 127 | -500 | -14.26% | Q1 2026 | Apr 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 3,000 | 295 | 0.04% | 0.04% | 128 | -74 | -2.41% | Q1 2026 | Apr 27, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 2,557 | 291 | 0.13% | 0.12% | 129 | +2 | 0.08% | Q1 2026 | May 11, 2026 |
| Intellectus Partners, LLC | History | New | 2,922 | 287 | 0.06% | — | 130 | +2,922 | New | Q1 2026 | Apr 10, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 2,898 | 285 | 0.09% | 0.09% | 131 | -20 | -0.69% | Q1 2026 | Apr 15, 2026 |
| Stirlingshire Investments, Inc. | History | New | 2,866 | 282 | 0.25% | — | 132 | +2,866 | New | Q1 2026 | May 04, 2026 |
| Advyzon Investment Management, LLC | History | New | 2,866 | 282 | 0.03% | — | 133 | +2,866 | New | Q1 2026 | May 12, 2026 |
| Family Capital Management, Inc. | History | Added to | 2,824 | 278 | 0.12% | 0.13% | 134 | +8 | 0.28% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 2,810 | 276 | 0.0% | 0.0% | 136 | -266 | -8.65% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,810 | 276 | 0.02% | 0.02% | 135 | +2 | 0.07% | Q1 2026 | Apr 08, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 2,765 | 272 | 0.01% | — | 137 | +2,765 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,616 | 267 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,495 | 245 | 0.0% | 0.0% | 139 | +818 | 48.78% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,432 | 239 | 0.0% | 0.0% | 140 | -471 | -16.22% | Q1 2026 | May 04, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 2,318 | 237 | 0.17% | 0.16% | 141 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 2,398 | 236 | 0.08% | 0.07% | 142 | -7 | -0.29% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,372 | 233 | 0.0% | 0.0% | 143 | +3 | 0.13% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 2,372 | 233 | 0.04% | 0.04% | 144 | +3 | 0.13% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 2,356 | 232 | 0.02% | 0.02% | 145 | +3 | 0.13% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 2,297 | 226 | 0.0% | — | 147 | +2,297 | New | Q1 2026 | May 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 2,295 | 226 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 2,266 | 223 | 0.06% | 0.06% | 148 | +4 | 0.18% | Q1 2026 | Apr 16, 2026 |
| Hudock, Inc. | History | Added to | 2,207 | 217 | 0.03% | 0.03% | 149 | +2 | 0.09% | Q1 2026 | May 13, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 2,179 | 214 | 0.09% | 0.22% | 152 | -3,049 | -58.32% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,174 | 214 | 0.0% | 0.0% | 150 | -2 | -0.09% | Q1 2026 | Apr 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,174 | 214 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,130 | 211 | 0.01% | 0.02% | 154 | -555 | -20.67% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 2,149 | 211 | 0.0% | 0.0% | 153 | +40 | 1.9% | Q1 2026 | Apr 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,133 | 210 | 0.01% | 0.01% | 155 | -30 | -1.39% | Q1 2026 | Apr 21, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 2,099 | 206 | 0.17% | 0.18% | 156 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | New | 2,052 | 202 | 0.0% | — | 158 | +2,052 | New | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 2,055 | 202 | 0.01% | 0.01% | 157 | -155 | -7.01% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | New | 1,908 | 188 | 0.0% | — | 159 | +1,908 | New | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,769 | 174 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 1,500 | 147 | 0.0% | — | 162 | +1,500 | New | Q1 2026 | May 04, 2026 |
| American Capital Advisory, LLC | History | Added to | 1,498 | 147 | 0.06% | 0.07% | 161 | +2 | 0.13% | Q1 2026 | Apr 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,375 | 135 | 0.0% | 0.0% | 163 | +388 | 39.31% | Q1 2026 | May 07, 2026 |
| Crewe Advisors LLC | History | No change | 1,380 | 135 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,329 | 130 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DT Investment Partners, LLC | History | No change | 1,051 | 103 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 900 | 88 | 0.0% | — | 167 | +900 | New | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | Added to | 791 | 77 | 0.02% | 0.0% | 168 | +699 | 759.78% | Q1 2026 | Apr 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 724 | 71 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 633 | 62 | 0.05% | 0.05% | 170 | +1 | 0.16% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | No change | 620 | 61 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 624 | 61 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 613 | 60 | 0.0% | 0.0% | 173 | -700 | -53.31% | Q1 2026 | May 13, 2026 |
| Miller Global Investments, LLC | History | Reduced | 518 | 51 | 0.05% | 0.05% | 174 | -41 | -7.33% | Q1 2026 | Apr 06, 2026 |
| Ancora Advisors LLC | History | No change | 480 | 47 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 464 | 45 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | No change | 434 | 42 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 429 | 42 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Trust Asset Management, LLC | History | No change | 423 | 41 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 370 | 36 | 0.01% | 0.01% | 180 | +4 | 1.09% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 334 | 33 | 0.0% | 0.0% | 182 | +172 | 106.17% | Q1 2026 | Apr 07, 2026 |
| TD Capital Management LLC | History | No change | 342 | 33 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gleason Group, Inc. | History | No change | 308 | 30 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 260 | 25 | 0.0% | 0.0% | 185 | +20 | 8.33% | Q1 2026 | Jun 02, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 250 | 25 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 253 | 24 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | New | 216 | 21 | 0.0% | — | 187 | +216 | New | Q1 2026 | May 15, 2026 |
| SRH ADVISORS, LLC | History | No change | 203 | 20 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 168 | 16 | 0.0% | 0.0% | 189 | -1,866 | -91.74% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 164 | 16 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Sachetta, LLC | History | No change | 115 | 11 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 100 | 9 | 0.0% | — | 192 | +100 | New | Q1 2026 | Apr 30, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 86 | 8 | 0.0% | 0.01% | 194 | -134 | -60.91% | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 87 | 8 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 76 | 7 | 0.0% | — | 195 | +76 | New | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | No change | 63 | 6 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 58 | 5 | 0.0% | 0.0% | 198 | +20 | 52.63% | Q1 2026 | Apr 27, 2026 |
| Investors Research Corp | History | No change | 57 | 5 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Blue Trust, Inc. | History | No change | 54 | 5 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Corp | History | No change | 32 | 3 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 12 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -82,535 | -100.0% | Q1 2026 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -43,000 | -100.0% | Q1 2026 | May 14, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.37% | — | -39,951 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -23,515 | -100.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,368 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,183 | -100.0% | Q1 2026 | May 15, 2026 |
| B&D White Capital Company, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,202 | -100.0% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,198 | -100.0% | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -4,042 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,971 | -100.0% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,300 | -100.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,234 | -100.0% | Q1 2026 | Apr 08, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,578 | -100.0% | Q1 2026 | May 07, 2026 |
| Kaizen Financial Strategies | History | Closed out | 0 | 0 | — | 0.11% | — | -2,479 | -100.0% | Q1 2026 | May 01, 2026 |
| Westwind Capital | History | Closed out | 0 | 0 | — | 0.04% | — | -2,152 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,106 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,010 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -828 | -100.0% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -735 | -100.0% | Q1 2026 | May 01, 2026 |
| Goodman Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -270 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 08, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 04, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |