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 | Reduced | 639,955 | 78,080 | 0.01% | 0.01% | 1 | -84,086 | -11.61% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 616,657 | 75,238 | 0.0% | 0.0% | 2 | -132,840 | -17.72% | Q2 2026 | Aug 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 428,989 | 52,340 | 2.59% | 2.38% | 3 | +517 | 0.12% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | Added to | 370,350 | 45,186 | 0.01% | 0.01% | 4 | +4,288 | 1.17% | Q2 2026 | Aug 07, 2026 |
| Endurance Services Ltd | History | No change | 347,500 | 42,398 | 6.49% | 5.77% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 254,851 | 31,094 | 0.0% | 0.0% | 6 | -23,467 | -8.43% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 171,417 | 20,914 | 0.01% | 0.01% | 7 | -67,410 | -28.23% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 165,154 | 20,150 | 0.0% | 0.0% | 8 | +55,607 | 50.76% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 164,052 | 20,015 | 0.0% | 0.0% | 9 | -939 | -0.57% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 145,174 | 17,712 | 0.33% | 0.39% | 10 | -29,798 | -17.03% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 132,907 | 16,216 | 0.0% | 0.0% | 11 | +5,684 | 4.47% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 106,500 | 12,994 | 0.0% | 0.0% | 12 | -5,300 | -4.74% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 90,400 | 11,029 | 0.0% | 0.0% | 13 | +60,700 | 204.38% | Q2 2026 | Sep 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 87,637 | 10,692 | 0.0% | 0.0% | 14 | +19,694 | 28.99% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 83,403 | 9,898 | 0.0% | 0.0% | 15 | +12,466 | 17.57% | Q2 2026 | Aug 14, 2026 |
| MRA Advisory Group | History | Added to | 72,715 | 8,872 | 3.22% | 2.89% | 16 | +743 | 1.03% | Q2 2026 | Jul 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 71,237 | 8,691 | 0.01% | 0.01% | 17 | -5,394 | -7.04% | Q2 2026 | Aug 05, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 70,543 | 8,606 | 1.48% | 1.53% | 18 | -3,886 | -5.22% | Q2 2026 | Aug 14, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 63,813 | 7,785 | 4.24% | 4.11% | 19 | -696 | -1.08% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 54,358 | 6,632 | 0.0% | 0.0% | 20 | -392 | -0.72% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 54,167 | 6,608 | 0.01% | 0.01% | 21 | +29 | 0.05% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 54,104 | 6,601 | 0.03% | 0.03% | 22 | -1,019 | -1.85% | Q2 2026 | Aug 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 53,865 | 6,572 | 0.01% | 0.01% | 23 | +11,597 | 27.44% | Q2 2026 | Jul 29, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 52,469 | 6,401 | 0.58% | 0.53% | 24 | -175 | -0.33% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 51,371 | 6,267 | 0.0% | 0.0% | 25 | -3,705 | -6.73% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 51,241 | 6,251 | 0.13% | 0.03% | 26 | +43,833 | 591.7% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 50,094 | 6,111 | 0.0% | 0.0% | 27 | +194 | 0.39% | Q2 2026 | Aug 03, 2026 |
| Calamos Advisors LLC | History | No change | 53,200 | 5,241 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | Added to | 40,373 | 4,925 | 0.0% | 0.0% | 29 | +575 | 1.44% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Reduced | 39,102 | 4,770 | 0.01% | 0.01% | 30 | -4,450 | -10.22% | Q2 2026 | Aug 14, 2026 |
| White Pine Investment CO | History | Added to | 38,934 | 4,750 | 1.01% | 0.85% | 31 | +1,661 | 4.46% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 38,724 | 4,724 | 0.0% | 0.0% | 32 | +38,111 | 6217.13% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 35,915 | 4,386 | 0.01% | 0.0% | 33 | +3,002 | 9.12% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 35,764 | 4,363 | 0.0% | 0.0% | 34 | +2,329 | 6.97% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 32,171 | 3,925 | 0.01% | 0.01% | 35 | -384 | -1.18% | Q2 2026 | Jul 27, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 28,658 | 3,496 | 0.21% | 0.2% | 36 | -23,974 | -45.55% | Q2 2026 | Aug 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 27,226 | 3,321 | 0.16% | 0.15% | 37 | -2,555 | -8.58% | Q2 2026 | Jul 23, 2026 |
| Regal Investment Advisors LLC | History | Added to | 26,799 | 3,269 | 0.17% | 0.14% | 38 | +2,796 | 11.65% | Q2 2026 | Aug 14, 2026 |
| LifeWealth Investments, LLC | History | Added to | 25,542 | 3,116 | 0.83% | 0.72% | 39 | +912 | 3.7% | Q2 2026 | Jul 16, 2026 |
| Vise Technologies, Inc. | History | New | 25,511 | 3,112 | 0.04% | — | 40 | +25,511 | New | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 23,931 | 2,919 | 0.01% | 0.01% | 41 | +483 | 2.06% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 23,922 | 2,918 | 0.0% | 0.0% | 42 | -6,618 | -21.67% | Q2 2026 | Aug 12, 2026 |
| Providence First Trust Co | History | New | 23,291 | 2,841 | 0.79% | — | 43 | +23,291 | New | Q2 2026 | Jul 27, 2026 |
| Private Capital Management, LLC | History | Added to | 18,914 | 2,307 | 0.2% | 0.15% | 44 | +3,583 | 23.37% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 17,802 | 2,172 | 0.01% | 0.0% | 45 | +8,743 | 96.51% | Q2 2026 | Jul 13, 2026 |
| Jump Financial, LLC | History | Reduced | 17,117 | 2,088 | 0.02% | 0.08% | 46 | -44,873 | -72.39% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,021 | 2,076 | 0.0% | 0.0% | 47 | +6,816 | 66.79% | Q2 2026 | Aug 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 16,010 | 1,953 | 0.57% | 0.53% | 48 | +433 | 2.78% | Q2 2026 | Jul 09, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 14,965 | 1,825 | 0.34% | 0.34% | 49 | -269 | -1.77% | Q2 2026 | Aug 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | Reduced | 14,072 | 1,716 | 0.75% | 0.82% | 50 | -338 | -2.35% | Q2 2026 | Aug 05, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 13,215 | 1,612 | 0.34% | 0.31% | 51 | -201 | -1.5% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,945 | 1,579 | 0.0% | 0.0% | 52 | +506 | 4.07% | Q2 2026 | Aug 13, 2026 |
| CAP Partners, LLC | History | Reduced | 12,366 | 1,508 | 0.74% | 0.7% | 53 | -165 | -1.32% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | Added to | 11,873 | 1,448 | 0.0% | 0.0% | 54 | +120 | 1.02% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 11,371 | 1,387 | 0.04% | 0.04% | 55 | -434 | -3.68% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,342 | 1,383 | 0.03% | 0.02% | 56 | +257 | 2.32% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 11,204 | 1,367 | 0.01% | 0.01% | 57 | -1,404 | -11.14% | Q2 2026 | Aug 14, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 11,049 | 1,348 | 0.56% | 0.5% | 58 | +444 | 4.19% | Q2 2026 | Jul 31, 2026 |
| HB Wealth Management, LLC | History | No change | 11,033 | 1,346 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | New | 10,851 | 1,323 | 0.02% | — | 60 | +10,851 | New | Q2 2026 | Jul 31, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 10,792 | 1,316 | 0.08% | 0.08% | 61 | -256 | -2.32% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 10,371 | 1,265 | 0.0% | 0.0% | 62 | +46 | 0.45% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 10,100 | 1,232 | 0.0% | — | 63 | +10,100 | New | Q2 2026 | Aug 13, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 9,998 | 1,219 | 0.42% | 0.45% | 64 | -467 | -4.46% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 12,357 | 1,217 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Group Ltd | History | New | 9,800 | 1,195 | 0.0% | — | 66 | +9,800 | New | Q2 2026 | Aug 07, 2026 |
| FLAGSTAR SECURITIES, INC | History | Reduced | 9,583 | 1,169 | 0.35% | 0.52% | 67 | -4,902 | -33.84% | Q2 2026 | Jul 15, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 9,413 | 1,148 | 0.24% | 0.22% | 68 | -95 | -1.0% | Q2 2026 | Aug 04, 2026 |
| FULTON BANK, N.A. | History | Reduced | 9,153 | 1,116 | 0.03% | 0.03% | 69 | -474 | -4.92% | Q2 2026 | Jul 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,626 | 1,052 | 0.02% | 0.01% | 70 | +3,087 | 55.73% | Q2 2026 | Aug 10, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 8,308 | 1,013 | 0.36% | 0.34% | 71 | -56 | -0.67% | Q2 2026 | Jul 30, 2026 |
| Prism Advisors, Inc. | History | Reduced | 8,103 | 988 | 0.24% | 0.23% | 72 | -573 | -6.6% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,411 | 904 | 0.0% | 0.0% | 73 | +148 | 2.04% | Q2 2026 | Jul 24, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | New | 7,218 | 880 | 0.45% | — | 74 | +7,218 | New | Q2 2026 | Jul 20, 2026 |
| MTM Investment Management, LLC | History | No change | 6,791 | 828 | 0.24% | 0.21% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,013 | 733 | 0.02% | 0.02% | 76 | -16 | -0.27% | Q2 2026 | Jul 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 5,953 | 726 | 0.07% | 0.04% | 77 | -39 | -0.65% | Q2 2026 | Jul 09, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,832 | 711 | 0.08% | 0.06% | 78 | -328 | -5.32% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,821 | 710 | 0.01% | 0.01% | 79 | -273 | -4.48% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,721 | 698 | 0.02% | 0.07% | 80 | -23,512 | -80.43% | Q2 2026 | Aug 11, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 5,617 | 685 | 0.32% | 0.31% | 81 | +3 | 0.05% | Q2 2026 | Aug 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,854 | 675 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Freestone Capital Holdings, LLC | History | New | 5,509 | 672 | 0.02% | — | 83 | +5,509 | New | Q2 2026 | Jul 31, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,432 | 662 | 0.02% | 0.02% | 84 | -405 | -6.94% | Q2 2026 | Jul 09, 2026 |
| Carr Financial Group Corp | History | Reduced | 5,405 | 659 | 0.15% | 0.2% | 85 | -2,407 | -30.81% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,377 | 656 | 0.0% | 0.0% | 86 | -579 | -9.72% | Q2 2026 | Aug 06, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 5,377 | 654 | 0.0% | 0.0% | 87 | -270 | -4.78% | Q2 2026 | Aug 10, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 5,409 | 644 | 0.39% | 1.99% | 88 | -21,788 | -80.11% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,219 | 636 | 0.0% | 0.0% | 89 | +135 | 2.66% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 5,126 | 625 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IMC-Chicago, LLC | History | Reduced | 5,118 | 624 | 0.0% | 0.0% | 91 | -4,589 | -47.28% | Q2 2026 | Aug 06, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 5,031 | 613 | 0.04% | 0.04% | 92 | +76 | 1.53% | Q2 2026 | Jul 16, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 5,020 | 612 | 0.09% | 0.1% | 93 | -1,162 | -18.8% | Q2 2026 | Jul 17, 2026 |
| Peak Planning Group, LLC | History | Added to | 4,973 | 606 | 0.14% | 0.14% | 94 | +1 | 0.02% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Added to | 4,908 | 598 | 0.0% | 0.0% | 96 | +3,000 | 157.23% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,905 | 598 | 0.0% | 0.0% | 95 | +652 | 15.33% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | Reduced | 4,866 | 593 | 0.0% | 0.0% | 97 | -1,517 | -23.77% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,800 | 581 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | No change | 4,649 | 567 | 0.09% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EagleClaw Capital Managment, LLC | History | New | 4,645 | 566 | 0.08% | — | 100 | +4,645 | New | Q2 2026 | Aug 10, 2026 |
| Oxinas Partners, LLC | History | Reduced | 4,542 | 554 | 0.22% | 0.22% | 101 | -305 | -6.29% | Q2 2026 | Jul 14, 2026 |
| Pathstone Holdings, LLC | History | New | 4,522 | 551 | 0.0% | — | 102 | +4,522 | New | Q2 2026 | Aug 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 4,507 | 549 | 0.16% | — | 103 | +4,507 | New | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 4,487 | 547 | 0.0% | 0.0% | 104 | +748 | 20.01% | Q2 2026 | Aug 13, 2026 |
| STAR Financial Bank | History | No change | 4,336 | 529 | 0.22% | 0.2% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 4,489 | 525 | 0.06% | 0.05% | 106 | +1 | 0.02% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,105 | 500 | 0.02% | 0.02% | 107 | +1 | 0.02% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,095 | 499 | 0.0% | 0.0% | 108 | +20 | 0.49% | Q2 2026 | Aug 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 4,041 | 493 | 0.05% | 0.05% | 109 | +383 | 10.47% | Q2 2026 | Jul 31, 2026 |
| Element Wealth, LLC | History | No change | 3,966 | 483 | 0.18% | 0.16% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 3,951 | 482 | 0.14% | 0.13% | 111 | +7 | 0.18% | Q2 2026 | Jul 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,893 | 474 | 0.12% | 0.11% | 112 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,828 | 467 | 0.0% | 0.0% | 113 | -884 | -18.76% | Q2 2026 | Aug 19, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 3,829 | 467 | 0.02% | 0.02% | 114 | +104 | 2.79% | Q2 2026 | Aug 11, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 3,772 | 460 | 0.05% | 0.04% | 115 | +5 | 0.13% | Q2 2026 | Jul 07, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 4,522 | 445 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,612 | 440 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 3,600 | 439 | 0.0% | 0.01% | 118 | -85,000 | -95.94% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 3,542 | 432 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bluespring Wealth Management, LLC | History | New | 3,538 | 431 | 0.01% | — | 120 | +3,538 | New | Q2 2026 | Aug 11, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 3,497 | 426 | 0.11% | 0.09% | 121 | +424 | 13.8% | Q2 2026 | Aug 07, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 3,400 | 414 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 3,341 | 407 | 0.19% | 0.18% | 123 | -5 | -0.15% | Q2 2026 | Aug 18, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 3,332 | 406 | 0.03% | — | 124 | +3,332 | New | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,297 | 402 | 0.0% | 0.0% | 125 | +1,000 | 43.54% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | No change | 3,181 | 388 | 0.05% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 3,676 | 362 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | No change | 3,000 | 362 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 2,932 | 357 | 0.17% | 0.15% | 129 | -75 | -2.49% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,920 | 356 | 0.0% | 0.0% | 131 | +2,586 | 774.25% | Q2 2026 | Jul 17, 2026 |
| Intellectus Partners, LLC | History | Added to | 2,924 | 356 | 0.06% | 0.06% | 130 | +2 | 0.07% | Q2 2026 | Aug 12, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 2,848 | 347 | 0.1% | 0.09% | 132 | -50 | -1.73% | Q2 2026 | Jul 13, 2026 |
| Family Capital Management, Inc. | History | No change | 2,824 | 344 | 0.13% | 0.12% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,817 | 343 | 0.0% | 0.0% | 134 | +7 | 0.25% | Q2 2026 | Aug 18, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,797 | 341 | 0.02% | 0.02% | 135 | -13 | -0.46% | Q2 2026 | Jul 08, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 2,765 | 337 | 0.02% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 2,670 | 325 | 0.0% | — | 137 | +2,670 | New | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 2,647 | 322 | 0.0% | — | 138 | +2,647 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 2,591 | 316 | 0.0% | — | 139 | +2,591 | New | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | New | 2,570 | 313 | 0.01% | — | 140 | +2,570 | New | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 2,561 | 312 | 0.01% | — | 142 | +2,561 | New | Q2 2026 | Jul 13, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 2,560 | 312 | 0.13% | 0.13% | 141 | +3 | 0.12% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,557 | 311 | 0.0% | 0.0% | 143 | +125 | 5.14% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | Reduced | 2,477 | 302 | 0.0% | 0.0% | 144 | -765 | -23.6% | Q2 2026 | Aug 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 2,431 | 296 | 0.03% | 0.04% | 145 | -569 | -18.97% | Q2 2026 | Jul 28, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 2,394 | 292 | 0.09% | 0.08% | 146 | -4 | -0.17% | Q2 2026 | Jul 24, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 2,371 | 289 | 0.02% | 0.02% | 147 | +15 | 0.64% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,372 | 289 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 2,372 | 289 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | New | 2,332 | 284 | 0.0% | — | 151 | +2,332 | New | Q2 2026 | Aug 12, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 2,328 | 284 | 0.18% | 0.17% | 150 | +10 | 0.43% | Q2 2026 | Jul 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 2,295 | 280 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,216 | 270 | 0.01% | 0.01% | 153 | +83 | 3.89% | Q2 2026 | Jul 28, 2026 |
| Hudock, Inc. | History | Added to | 2,209 | 269 | 0.03% | 0.03% | 154 | +2 | 0.09% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | No change | 2,174 | 265 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,174 | 265 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,130 | 257 | 0.02% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 2,099 | 256 | 0.0% | 0.0% | 158 | -50 | -2.33% | Q2 2026 | Jul 09, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,055 | 250 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 2,010 | 245 | 0.07% | — | 160 | +2,010 | New | Q2 2026 | Jul 09, 2026 |
| Kachkovsky & Fisher, Inc. | History | New | 1,999 | 243 | 0.23% | — | 162 | +1,999 | New | Q2 2026 | Sep 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,994 | 243 | 0.0% | 0.0% | 161 | +1,734 | 666.92% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 1,942 | 236 | 0.0% | — | 163 | +1,942 | New | Q2 2026 | Aug 03, 2026 |
| EPG Wealth Management LLC | History | New | 1,914 | 233 | 0.06% | — | 164 | +1,914 | New | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 1,899 | 231 | 0.0% | — | 165 | +1,899 | New | Q2 2026 | Aug 13, 2026 |
| Kaizen Financial Strategies | History | New | 1,863 | 225 | 0.07% | — | 166 | +1,863 | New | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 1,815 | 221 | 0.0% | 0.0% | 167 | -1,617 | -47.12% | Q2 2026 | Sep 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 1,832 | 220 | 0.0% | — | 168 | +1,832 | New | Q2 2026 | Jul 15, 2026 |
| Independent Advisor Alliance | History | Reduced | 1,800 | 219 | 0.01% | 0.0% | 169 | -2,156 | -54.5% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | New | 1,774 | 216 | 0.0% | — | 170 | +1,774 | New | Q2 2026 | Aug 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 1,767 | 215 | 0.04% | — | 172 | +1,767 | New | Q2 2026 | Aug 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,769 | 215 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 1,745 | 212 | 0.08% | 0.09% | 173 | -434 | -19.92% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | New | 1,730 | 211 | 0.01% | — | 174 | +1,730 | New | Q2 2026 | Aug 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 1,715 | 209 | 0.01% | — | 175 | +1,715 | New | Q2 2026 | Jul 21, 2026 |
| Range Advisory, LLC | History | New | 1,713 | 208 | 0.02% | — | 176 | +1,713 | New | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,693 | 206 | 0.0% | 0.0% | 177 | -802 | -32.14% | Q2 2026 | Aug 14, 2026 |
| Aspire Capital Advisors LLC | History | New | 1,663 | 202 | 0.04% | — | 178 | +1,663 | New | Q2 2026 | Aug 05, 2026 |
| American Capital Advisory, LLC | History | Added to | 1,500 | 183 | 0.07% | 0.06% | 179 | +2 | 0.13% | Q2 2026 | Jul 28, 2026 |
| Crewe Advisors LLC | History | No change | 1,380 | 168 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,376 | 167 | 0.01% | 0.0% | 181 | +1 | 0.07% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,100 | 134 | 0.0% | 0.0% | 182 | +200 | 22.22% | Q2 2026 | Aug 07, 2026 |
| DT Investment Partners, LLC | History | No change | 1,051 | 128 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | Added to | 964 | 117 | 0.0% | 0.0% | 184 | +500 | 107.76% | Q2 2026 | Jul 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 839 | 102 | 0.0% | 0.0% | 185 | -490 | -36.87% | Q2 2026 | Aug 10, 2026 |
| Abound Wealth Management | History | No change | 791 | 96 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 724 | 88 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 634 | 77 | 0.06% | 0.05% | 188 | +1 | 0.16% | Q2 2026 | Jul 22, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 624 | 76 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ASSETMARK, INC | History | No change | 620 | 75 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Miller Global Investments, LLC | History | No change | 518 | 63 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Ancora Advisors LLC | History | Added to | 481 | 58 | 0.0% | 0.0% | 192 | +1 | 0.21% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 434 | 52 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 429 | 52 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 341 | 41 | 0.01% | 0.01% | 195 | -29 | -7.84% | Q2 2026 | Aug 05, 2026 |
| Gleason Group, Inc. | History | Added to | 309 | 37 | 0.0% | 0.0% | 196 | +1 | 0.32% | Q2 2026 | Jul 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 282 | 34 | 0.0% | 0.0% | 197 | +195 | 224.14% | Q2 2026 | Jul 21, 2026 |
| Concord Wealth Partners | History | New | 266 | 32 | 0.0% | — | 199 | +266 | New | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 266 | 32 | 0.0% | 0.0% | 198 | +208 | 358.62% | Q2 2026 | Jul 22, 2026 |
| EASTERN BANK | History | No change | 253 | 30 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Larson Financial Group LLC | History | No change | 216 | 26 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 197 | 24 | 0.01% | 0.02% | 203 | -226 | -53.43% | Q2 2026 | Aug 03, 2026 |
| CENTRAL TRUST Co | History | New | 199 | 24 | 0.0% | — | 204 | +199 | New | Q2 2026 | Jul 31, 2026 |
| SRH ADVISORS, LLC | History | No change | 203 | 24 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 174 | 21 | 0.0% | 0.0% | 205 | +6 | 3.57% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 164 | 20 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 126 | 15 | 0.01% | 0.0% | 207 | +40 | 46.51% | Q2 2026 | Jul 08, 2026 |
| Sachetta, LLC | History | No change | 115 | 14 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cape Investment Advisory, Inc. | History | New | 106 | 12 | 0.0% | — | 210 | +106 | New | Q2 2026 | Jul 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 100 | 12 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 77 | 9 | 0.0% | 0.0% | 211 | +1 | 1.32% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 63 | 7 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investors Research Corp | History | No change | 57 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Blue Trust, Inc. | History | No change | 54 | 6 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 46 | 5 | 0.0% | 0.0% | 215 | -9,316 | -99.51% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 33 | 4 | 0.0% | — | 216 | +33 | New | Q2 2026 | Jul 28, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Archer Investment Corp | History | No change | 32 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 12 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -123,448 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ramiah Investment Group | History | Closed out | 0 | 0 | — | 6.44% | — | -65,072 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.35% | — | -32,460 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Watershed Asset Management, L.L.C. | History | Closed out | 0 | 0 | — | 2.06% | — | -20,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,542 | -100.0% | Q2 2026 | Aug 12, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,673 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,536 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,073 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Pavaki Capital Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,000 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Stirlingshire Investments, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -2,866 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,866 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,266 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Sound Portfolio Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,099 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -2,052 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q2 2026 | Jul 22, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -342 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Imprint Wealth LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 2 | 0 | — | — | — | +2 | New | 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 |