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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 639,955 | 78,080 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 616,657 | 75,238 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 428,989 | 52,340 | 2.59% | 2.59% | 3 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | No change | 370,350 | 45,186 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Endurance Services Ltd | History | No change | 347,500 | 42,398 | 6.49% | 6.49% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 254,851 | 31,094 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 171,417 | 20,914 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 165,154 | 20,150 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 164,052 | 20,015 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 132,907 | 16,216 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 130,804 | 15,710 | 0.28% | 0.33% | 11 | -14,370 | -9.9% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 106,500 | 12,994 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 90,400 | 11,029 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 87,637 | 10,692 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 83,403 | 9,898 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 71,237 | 8,691 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Frisch Financial Group, Inc. | History | No change | 70,543 | 8,606 | 1.48% | 1.48% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 67,549 | 8,113 | 0.01% | 0.01% | 18 | +13,382 | 24.71% | Q3 2026 | Oct 30, 2026 |
| MRA Advisory Group | History | Reduced | 66,597 | 7,998 | 2.99% | 3.22% | 19 | -6,118 | -8.41% | Q3 2026 | Oct 07, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 59,466 | 7,142 | 3.82% | 4.24% | 20 | -4,347 | -6.81% | Q3 2026 | Oct 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 54,358 | 6,632 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 54,104 | 6,601 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 51,371 | 6,267 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 51,241 | 6,251 | 0.13% | 0.13% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 51,517 | 6,187 | 0.53% | 0.58% | 25 | -952 | -1.81% | Q3 2026 | Oct 21, 2026 |
| Calamos Advisors LLC | History | Reduced | 49,000 | 5,978 | 0.02% | 0.02% | 26 | -4,200 | -7.89% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Reduced | 49,166 | 5,905 | 0.0% | 0.0% | 27 | -928 | -1.85% | Q3 2026 | Nov 04, 2026 |
| Broussard Financial Group LLC | History | New | 48,346 | 5,806 | 4.29% | — | 28 | +48,346 | New | Q3 2026 | Oct 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 47,636 | 5,721 | 0.01% | 0.01% | 29 | -6,229 | -11.56% | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Reduced | 40,371 | 4,848 | 0.0% | 0.0% | 30 | -2 | -0.0% | Q3 2026 | Nov 02, 2026 |
| Cerity Partners LLC | History | No change | 39,102 | 4,770 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| White Pine Investment CO | History | Added to | 39,426 | 4,735 | 0.99% | 1.01% | 32 | +492 | 1.26% | Q3 2026 | Oct 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 38,724 | 4,724 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rothschild & Co Wealth Management UK Ltd | History | New | 39,063 | 4,691 | 0.07% | — | 34 | +39,063 | New | Q3 2026 | Oct 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 35,915 | 4,386 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 35,764 | 4,363 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 28,658 | 3,496 | 0.21% | 0.21% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Regal Investment Advisors LLC | History | No change | 26,799 | 3,269 | 0.17% | 0.17% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,850 | 3,225 | 0.01% | 0.01% | 39 | -5,321 | -16.54% | Q3 2026 | Nov 02, 2026 |
| LifeWealth Investments, LLC | History | Added to | 25,965 | 3,118 | 0.87% | 0.83% | 40 | +423 | 1.66% | Q3 2026 | Oct 21, 2026 |
| Cetera Investment Advisers | History | No change | 23,922 | 2,918 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,144 | 2,899 | 0.01% | 0.01% | 42 | +213 | 0.89% | Q3 2026 | Nov 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 23,688 | 2,845 | 0.14% | 0.16% | 43 | -3,538 | -12.99% | Q3 2026 | Nov 05, 2026 |
| Private Capital Management, LLC | History | No change | 18,914 | 2,307 | 0.2% | 0.2% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 18,664 | 2,241 | 0.07% | — | 45 | +18,664 | New | Q3 2026 | Oct 29, 2026 |
| Jump Financial, LLC | History | No change | 17,117 | 2,088 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 17,021 | 2,076 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WARNER FINANCIAL, INC | History | No change | 16,010 | 1,953 | 0.57% | 0.57% | 48 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rudd Co d/b/a Styre Wealth | History | New | 16,319 | 1,921 | 1.87% | — | 49 | +16,319 | New | Q3 2026 | Oct 29, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 14,965 | 1,825 | 0.34% | 0.34% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 14,072 | 1,716 | 0.75% | 0.75% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | Reduced | 13,943 | 1,674 | 0.01% | 0.04% | 52 | -11,568 | -45.35% | Q3 2026 | Oct 28, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 13,268 | 1,593 | 0.35% | 0.34% | 53 | +53 | 0.4% | Q3 2026 | Oct 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 12,945 | 1,579 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAP Partners, LLC | History | Reduced | 12,343 | 1,482 | 0.68% | 0.74% | 55 | -23 | -0.19% | Q3 2026 | Oct 19, 2026 |
| Mariner, LLC | History | No change | 11,873 | 1,448 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11,371 | 1,387 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 11,342 | 1,383 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 11,204 | 1,367 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thayer Partners, LLC / MA | History | No change | 11,049 | 1,348 | 0.56% | 0.56% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tradition Wealth Management, LLC | History | No change | 10,792 | 1,316 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,759 | 1,292 | 0.02% | 0.02% | 62 | -92 | -0.85% | Q3 2026 | Oct 28, 2026 |
| HB Wealth Management, LLC | History | Reduced | 10,750 | 1,291 | 0.01% | 0.01% | 63 | -283 | -2.57% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 10,277 | 1,234 | 0.0% | 0.0% | 64 | -94 | -0.91% | Q3 2026 | Nov 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 10,100 | 1,232 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QTR Family Wealth, LLC | History | Added to | 10,002 | 1,201 | 0.45% | 0.42% | 66 | +4 | 0.04% | Q3 2026 | Nov 02, 2026 |
| Evelyn Partners Group Ltd | History | No change | 9,800 | 1,195 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 9,676 | 1,162 | 0.35% | 0.35% | 68 | +93 | 0.97% | Q3 2026 | Oct 15, 2026 |
| Catalyst Investment Management LLC | History | New | 9,629 | 1,156 | 1.03% | — | 69 | +9,629 | New | Q3 2026 | Oct 21, 2026 |
| FULTON BANK, N.A. | History | Added to | 9,349 | 1,122 | 0.03% | 0.03% | 70 | +196 | 2.14% | Q3 2026 | Oct 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,626 | 1,052 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 8,568 | 1,029 | 0.21% | 0.24% | 72 | -845 | -8.98% | Q3 2026 | Nov 02, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | Added to | 8,296 | 996 | 0.51% | 0.45% | 73 | +1,078 | 14.93% | Q3 2026 | Oct 19, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 7,967 | 956 | 0.36% | 0.36% | 74 | -341 | -4.1% | Q3 2026 | Oct 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,536 | 905 | 0.03% | 0.02% | 75 | +1,523 | 25.33% | Q3 2026 | Oct 23, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 7,449 | 894 | 0.42% | 0.32% | 76 | +1,832 | 32.62% | Q3 2026 | Oct 26, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 7,333 | 880 | 0.0% | 0.0% | 77 | -78 | -1.05% | Q3 2026 | Oct 27, 2026 |
| MTM Investment Management, LLC | History | No change | 6,791 | 815 | 0.24% | 0.24% | 78 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cannon Advisors, Inc. | History | Added to | 6,614 | 796 | 0.46% | 0.39% | 79 | +1,205 | 22.28% | Q3 2026 | Oct 14, 2026 |
| Advisory Services Network, LLC | History | No change | 5,821 | 710 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,721 | 698 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prism Advisors, Inc. | History | Reduced | 5,675 | 686 | 0.17% | 0.24% | 82 | -2,428 | -29.96% | Q3 2026 | Oct 09, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 5,509 | 672 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,543 | 665 | 0.08% | 0.08% | 84 | -289 | -4.96% | Q3 2026 | Oct 21, 2026 |
| Carr Financial Group Corp | History | No change | 5,405 | 659 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 5,377 | 654 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,434 | 652 | 0.02% | 0.02% | 87 | +2 | 0.04% | Q3 2026 | Oct 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,300 | 636 | 0.0% | 0.0% | 88 | -77 | -1.43% | Q3 2026 | Nov 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,219 | 636 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 5,126 | 615 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IMC-Chicago, LLC | History | Reduced | 5,099 | 612 | 0.0% | 0.0% | 91 | -19 | -0.37% | Q3 2026 | Nov 05, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,020 | 612 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,058 | 607 | 0.0% | 0.01% | 93 | -12,744 | -71.59% | Q3 2026 | Oct 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 5,060 | 607 | 0.02% | — | 95 | +5,060 | New | Q3 2026 | Oct 21, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 5,058 | 607 | 0.04% | 0.04% | 94 | +27 | 0.54% | Q3 2026 | Oct 14, 2026 |
| Peak Planning Group, LLC | History | No change | 4,973 | 606 | 0.14% | 0.14% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 4,905 | 598 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 4,908 | 598 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 4,866 | 593 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 4,904 | 589 | 0.02% | 0.03% | 100 | -1,950 | -28.45% | Q3 2026 | Oct 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,800 | 579 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 4,645 | 566 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | No change | 4,649 | 558 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 4,629 | 555 | 0.06% | 0.05% | 104 | +588 | 14.55% | Q3 2026 | Oct 29, 2026 |
| Oxinas Partners, LLC | History | No change | 4,542 | 554 | 0.22% | 0.22% | 105 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,522 | 551 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 4,487 | 547 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 4,513 | 542 | 0.15% | 0.16% | 108 | +6 | 0.13% | Q3 2026 | Oct 29, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 4,490 | 539 | 0.05% | 0.06% | 109 | +1 | 0.02% | Q3 2026 | Oct 22, 2026 |
| STAR Financial Bank | History | No change | 4,336 | 529 | 0.22% | 0.22% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | No change | 4,105 | 500 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,095 | 499 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Element Wealth, LLC | History | No change | 3,966 | 483 | 0.18% | 0.18% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,951 | 474 | 0.14% | 0.14% | 114 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,828 | 467 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 3,829 | 467 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,893 | 467 | 0.12% | 0.12% | 117 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,612 | 440 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 3,600 | 439 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 3,606 | 433 | 0.05% | 0.05% | 120 | -166 | -4.4% | Q3 2026 | Oct 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 3,538 | 431 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 3,542 | 425 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,297 | 402 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 3,331 | 400 | 0.1% | 0.11% | 125 | -166 | -4.75% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,332 | 400 | 0.02% | 0.03% | 124 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Colonial Trust Co / SC | History | No change | 3,181 | 388 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 3,206 | 385 | 0.18% | 0.19% | 127 | -135 | -4.04% | Q3 2026 | Oct 09, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 3,151 | 378 | 0.01% | 0.01% | 128 | -249 | -7.32% | Q3 2026 | Oct 20, 2026 |
| World Investment Advisors | History | No change | 3,676 | 362 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | No change | 3,000 | 362 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Intellectus Partners, LLC | History | No change | 2,924 | 356 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,914 | 350 | 0.0% | 0.0% | 132 | -6 | -0.21% | Q3 2026 | Oct 08, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 2,907 | 349 | 0.17% | 0.17% | 133 | -25 | -0.85% | Q3 2026 | Oct 19, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 2,817 | 343 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Purus Wealth Management, LLC | History | No change | 2,848 | 342 | 0.09% | 0.1% | 135 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Family Capital Management, Inc. | History | No change | 2,824 | 339 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 2,765 | 337 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,800 | 336 | 0.02% | 0.02% | 138 | +3 | 0.11% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,670 | 325 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,647 | 322 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,591 | 316 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 2,570 | 313 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 2,560 | 312 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,557 | 311 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 2,477 | 302 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,372 | 289 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 2,374 | 285 | 0.02% | 0.02% | 147 | +3 | 0.13% | Q3 2026 | Oct 28, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 2,373 | 284 | 0.04% | 0.04% | 149 | +1 | 0.04% | Q3 2026 | Nov 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,332 | 284 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 2,335 | 280 | 0.03% | 0.03% | 150 | -96 | -3.95% | Q3 2026 | Oct 27, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 2,267 | 272 | 0.17% | 0.18% | 151 | -61 | -2.62% | Q3 2026 | Oct 20, 2026 |
| Atria Investments, Inc | History | New | 2,245 | 269 | 0.0% | — | 152 | +2,245 | New | Q3 2026 | Oct 15, 2026 |
| Hudock, Inc. | History | Reduced | 2,201 | 264 | 0.03% | 0.03% | 153 | -8 | -0.36% | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | Added to | 2,184 | 262 | 0.0% | 0.0% | 154 | +10 | 0.46% | Q3 2026 | Oct 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,174 | 261 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 2,153 | 258 | 0.0% | 0.0% | 156 | +54 | 2.57% | Q3 2026 | Oct 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,130 | 257 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,055 | 246 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 2,026 | 243 | 0.08% | 0.09% | 160 | -368 | -15.37% | Q3 2026 | Oct 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,994 | 243 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NIXON PEABODY TRUST CO | History | New | 1,948 | 233 | 0.02% | — | 162 | +1,948 | New | Q3 2026 | Oct 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,942 | 233 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,899 | 231 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kachkovsky & Fisher, Inc. | History | Reduced | 1,922 | 230 | 0.21% | 0.23% | 164 | -77 | -3.85% | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,844 | 223 | 0.0% | 0.0% | 165 | +12 | 0.66% | Q3 2026 | Oct 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,815 | 221 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Kaizen Financial Strategies | History | Reduced | 1,836 | 220 | 0.09% | 0.07% | 167 | -27 | -1.45% | Q3 2026 | Oct 09, 2026 |
| Independent Advisor Alliance | History | No change | 1,800 | 219 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,774 | 216 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,769 | 215 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 1,767 | 215 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 1,745 | 212 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 1,715 | 209 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Range Advisory, LLC | History | No change | 1,713 | 208 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,693 | 206 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspire Capital Advisors LLC | History | No change | 1,663 | 202 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American Capital Advisory, LLC | History | Added to | 1,502 | 180 | 0.06% | 0.07% | 177 | +2 | 0.13% | Q3 2026 | Oct 28, 2026 |
| Crewe Advisors LLC | History | No change | 1,380 | 168 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,376 | 167 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,100 | 134 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DT Investment Partners, LLC | History | No change | 1,051 | 126 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Spire Wealth Management | History | No change | 964 | 115 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 839 | 102 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | Added to | 849 | 101 | 0.0% | 0.0% | 184 | +229 | 36.94% | Q3 2026 | Oct 21, 2026 |
| Abound Wealth Management | History | No change | 791 | 95 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 700 | 85 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 635 | 76 | 0.06% | 0.06% | 188 | +1 | 0.16% | Q3 2026 | Oct 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 624 | 76 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Miller Global Investments, LLC | History | No change | 518 | 62 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 499 | 59 | 0.0% | 0.0% | 190 | +233 | 87.59% | Q3 2026 | Oct 21, 2026 |
| Ancora Advisors LLC | History | No change | 481 | 58 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 434 | 52 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 429 | 52 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 391 | 46 | 0.01% | 0.01% | 194 | +50 | 14.66% | Q3 2026 | Oct 29, 2026 |
| Gleason Group, Inc. | History | No change | 309 | 37 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 283 | 33 | 0.0% | 0.0% | 196 | +1 | 0.35% | Q3 2026 | Oct 26, 2026 |
| Concord Wealth Partners | History | No change | 266 | 31 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| EASTERN BANK | History | No change | 253 | 30 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Larson Financial Group LLC | History | Added to | 217 | 26 | 0.0% | 0.0% | 199 | +1 | 0.46% | Q3 2026 | Nov 05, 2026 |
| SRH ADVISORS, LLC | History | No change | 203 | 24 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CENTRAL TRUST Co | History | No change | 199 | 23 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Global Trust Asset Management, LLC | History | No change | 197 | 23 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 174 | 21 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 164 | 20 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sachetta, LLC | History | No change | 115 | 14 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 100 | 12 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 106 | 12 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 77 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 65 | 7 | 0.0% | 0.01% | 210 | -61 | -48.41% | Q3 2026 | Oct 16, 2026 |
| IMA Advisory Services, Inc. | History | No change | 63 | 7 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investors Research Corp | History | No change | 57 | 6 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Blue Trust, Inc. | History | No change | 54 | 6 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 46 | 5 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 33 | 4 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Archer Investment Corp | History | No change | 32 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 12 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Providence First Trust Co | History | Closed out | 0 | 0 | — | 0.79% | — | -23,291 | -100.0% | Q3 2026 | Nov 02, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,953 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -2,561 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,295 | -100.0% | Q3 2026 | Oct 08, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,216 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,010 | -100.0% | Q3 2026 | Oct 19, 2026 |
| EPG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,914 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,730 | -100.0% | Q3 2026 | Nov 05, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -724 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TORONTO DOMINION BANK | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Imprint Wealth LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |