VanEck ETF Trust - RAAX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 3,198,721 | 130,219 | 0.03% | 0.02% | 1 | +1,392,900 | 77.13% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 2,434,200 | 99,096 | 0.26% | 0.02% | 2 | +2,218,278 | 1027.35% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,063,396 | 43,290 | 0.05% | 0.0% | 3 | +1,013,989 | 2052.32% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | New | 809,945 | 32,972 | 1.85% | — | 4 | +809,945 | New | Q1 2026 | Apr 28, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 706,647 | 28,767 | 7.16% | 7.03% | 5 | -26,501 | -3.61% | Q1 2026 | Apr 29, 2026 |
| STRAIGHTLINE GROUP LLC | History | New | 473,126 | 19,260 | 9.58% | — | 6 | +473,126 | New | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 406,755 | 16,559 | 0.03% | 0.03% | 7 | +46,108 | 12.78% | Q1 2026 | May 06, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 363,123 | 14,782 | 1.02% | 0.44% | 8 | +169,716 | 87.75% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 281,193 | 11,447 | 0.0% | 0.0% | 9 | +269,387 | 2281.78% | Q1 2026 | May 14, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 262,900 | 10,702 | 1.89% | — | 10 | +262,900 | New | Q1 2026 | Apr 20, 2026 |
| ERn Financial, LLC | History | Added to | 209,952 | 8,547 | 1.61% | 0.65% | 11 | +111,611 | 113.49% | Q1 2026 | Apr 24, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 165,743 | 6,747 | 0.78% | 0.16% | 12 | +130,513 | 370.46% | Q1 2026 | May 08, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 159,702 | 6,501 | 1.05% | — | 13 | +159,702 | New | Q1 2026 | Apr 15, 2026 |
| Black Swift Group, LLC | History | New | 147,035 | 5,985 | 1.05% | — | 14 | +147,035 | New | Q1 2026 | Apr 24, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 125,999 | 5,129 | 0.57% | — | 15 | +125,999 | New | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 125,169 | 5,095 | 0.01% | 0.0% | 16 | +49,029 | 64.39% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 120,026 | 4,886 | 0.01% | 0.01% | 17 | +4,603 | 3.99% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 117,655 | 4,789 | 0.59% | 0.29% | 18 | +48,244 | 69.5% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 116,233 | 4,732 | 0.0% | 0.0% | 19 | +116,186 | 247204.26% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | New | 100,079 | 4,074 | 0.18% | — | 20 | +100,079 | New | Q1 2026 | May 13, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 90,342 | 3,677 | 1.04% | 0.74% | 21 | +1,523 | 1.71% | Q1 2026 | May 14, 2026 |
| New Republic Capital, LLC | History | Added to | 85,221 | 3,469 | 1.17% | 0.41% | 22 | +41,258 | 93.85% | Q1 2026 | May 01, 2026 |
| Castleview Partners, LLC | History | Added to | 77,570 | 3,157 | 1.62% | 1.29% | 23 | +2,957 | 3.96% | Q1 2026 | May 01, 2026 |
| Principle Wealth Partners LLC | History | Added to | 74,913 | 3,049 | 0.17% | 0.07% | 24 | +36,835 | 96.74% | Q1 2026 | May 07, 2026 |
| Sunrise Financial Services, LLC | History | New | 74,455 | 3,031 | 2.15% | — | 25 | +74,455 | New | Q1 2026 | Apr 29, 2026 |
| Magnus Financial Group LLC | History | Added to | 72,097 | 2,935 | 0.24% | 0.13% | 26 | +23,751 | 49.13% | Q1 2026 | Apr 10, 2026 |
| Sanctuary Advisors, LLC | History | New | 70,579 | 2,873 | 0.02% | — | 27 | +70,579 | New | Q1 2026 | May 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 63,809 | 2,597 | 0.15% | 0.12% | 28 | +2,000 | 3.24% | Q1 2026 | Apr 24, 2026 |
| Archford Capital Strategies, LLC | History | New | 62,799 | 2,556 | 0.29% | — | 29 | +62,799 | New | Q1 2026 | Apr 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 62,546 | 2,546 | 0.03% | 0.04% | 30 | -17,658 | -22.02% | Q1 2026 | Apr 08, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 58,029 | 2,393 | 0.29% | 0.2% | 31 | +14,634 | 33.72% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 51,468 | 2,118 | 0.0% | 0.0% | 32 | +19,458 | 60.79% | Q1 2026 | Apr 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 46,766 | 1,903 | 0.04% | 0.03% | 33 | +6,622 | 16.5% | Q1 2026 | Apr 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | New | 46,572 | 1,895 | 0.61% | — | 34 | +46,572 | New | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 43,948 | 1,789 | 0.02% | 0.01% | 35 | +29,777 | 210.13% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 43,469 | 1,769 | 0.0% | — | 36 | +43,469 | New | Q1 2026 | May 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 41,816 | 1,702 | 0.29% | 0.21% | 37 | +9,002 | 27.43% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 41,530 | 1,690 | 0.08% | 0.06% | 38 | +6,944 | 20.08% | Q1 2026 | Apr 23, 2026 |
| NORDEN GROUP LLC | History | New | 40,381 | 1,643 | 0.16% | — | 39 | +40,381 | New | Q1 2026 | Apr 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 45,143 | 1,576 | 0.12% | 0.12% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | New | 37,514 | 1,527 | 0.11% | — | 41 | +37,514 | New | Q1 2026 | May 12, 2026 |
| PCG Wealth Advisors, LLC | History | New | 37,335 | 1,519 | 0.38% | — | 42 | +37,335 | New | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | New | 36,852 | 1,500 | 0.0% | — | 43 | +36,852 | New | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 35,506 | 1,445 | 0.0% | 0.0% | 44 | +25,632 | 259.59% | Q1 2026 | May 04, 2026 |
| ENTREWEALTH, LLC | History | Added to | 34,212 | 1,392 | 0.62% | 0.58% | 45 | +1,396 | 4.25% | Q1 2026 | May 14, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 33,930 | 1,381 | 0.68% | 0.6% | 46 | +475 | 1.42% | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Added to | 31,287 | 1,273 | 0.0% | 0.0% | 47 | +9,036 | 40.61% | Q1 2026 | May 13, 2026 |
| WESPAC Advisors, LLC | History | New | 31,017 | 1,262 | 0.69% | — | 48 | +31,017 | New | Q1 2026 | Apr 28, 2026 |
| Virtu Financial LLC | History | New | 28,000 | 1,140 | 0.05% | — | 49 | +28,000 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 27,498 | 1,119 | 0.01% | 0.0% | 50 | +11,528 | 72.19% | Q1 2026 | May 08, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 27,199 | 1,118 | 0.25% | 0.37% | 51 | -42,406 | -60.92% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 27,429 | 1,116 | 0.0% | 0.0% | 52 | -22,068 | -44.58% | Q1 2026 | May 12, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | New | 26,122 | 1,063 | 0.7% | — | 53 | +26,122 | New | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 25,804 | 1,050 | 0.01% | — | 54 | +25,804 | New | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 29,936 | 1,045 | 0.01% | 0.0% | 55 | +14,160 | 89.76% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,762 | 1,008 | 0.0% | 0.0% | 56 | +6,045 | 32.3% | Q1 2026 | Apr 24, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 23,804 | 969 | 0.44% | 0.09% | 57 | +16,682 | 234.23% | Q1 2026 | May 05, 2026 |
| Echo45 Advisors LLC | History | Added to | 23,787 | 968 | 0.54% | 0.47% | 58 | +61 | 0.26% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | New | 23,729 | 966 | 0.02% | — | 59 | +23,729 | New | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | New | 22,847 | 928 | 0.07% | — | 60 | +22,847 | New | Q1 2026 | May 20, 2026 |
| Financial Partners Group, Inc | History | Added to | 22,662 | 922 | 0.11% | 0.04% | 61 | +12,620 | 125.67% | Q1 2026 | Apr 10, 2026 |
| SIMPLEX TRADING, LLC | History | New | 22,633 | 921 | 0.0% | — | 62 | +22,633 | New | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 21,928 | 892 | 0.01% | 0.01% | 63 | -502 | -2.24% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | New | 21,587 | 878 | 0.0% | — | 64 | +21,587 | New | Q1 2026 | May 05, 2026 |
| Tassel Capital Management, Inc. | History | Reduced | 20,599 | 838 | 0.46% | 0.44% | 65 | -207 | -0.99% | Q1 2026 | Apr 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 19,974 | 813 | 0.02% | 0.02% | 66 | -977 | -4.66% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,575 | 797 | 0.0% | 0.0% | 67 | +10,197 | 108.73% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,566 | 796 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clarendon Private LLC | History | New | 19,210 | 782 | 0.6% | — | 69 | +19,210 | New | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 21,909 | 765 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Ascentis Independent Advisors | History | New | 17,404 | 708 | 0.05% | — | 71 | +17,404 | New | Q1 2026 | Apr 28, 2026 |
| Mascagni Wealth Management, Inc. | History | New | 16,738 | 681 | 0.49% | — | 72 | +16,738 | New | Q1 2026 | May 19, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,601 | 675 | 0.0% | 0.0% | 73 | +7,618 | 84.8% | Q1 2026 | Apr 30, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | New | 15,995 | 651 | 0.39% | — | 74 | +15,995 | New | Q1 2026 | Apr 08, 2026 |
| TRUE Private Wealth Advisors | History | New | 14,636 | 595 | 0.06% | — | 75 | +14,636 | New | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 16,204 | 565 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 12,739 | 518 | 0.31% | 0.28% | 77 | -229 | -1.77% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 11,726 | 477 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | New | 11,717 | 476 | 0.0% | — | 80 | +11,717 | New | Q1 2026 | May 05, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 11,697 | 476 | 0.07% | 0.06% | 79 | +10 | 0.09% | Q1 2026 | Apr 16, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 10,466 | 426 | 0.35% | 0.19% | 81 | +3,775 | 56.42% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 10,102 | 411 | 0.02% | — | 82 | +10,102 | New | Q1 2026 | May 19, 2026 |
| WealthPlan Investment Management, LLC | History | New | 9,873 | 401 | 0.02% | — | 83 | +9,873 | New | Q1 2026 | Apr 29, 2026 |
| Beacon Bank & Trust | History | New | 8,755 | 356 | 0.07% | — | 84 | +8,755 | New | Q1 2026 | Apr 28, 2026 |
| Realta Investment Advisors | History | Added to | 7,800 | 317 | 0.11% | 0.08% | 85 | +1,100 | 16.42% | Q1 2026 | Apr 22, 2026 |
| WILLNER & HELLER, LLC | History | New | 7,715 | 314 | 0.23% | — | 87 | +7,715 | New | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 7,736 | 314 | 0.02% | 0.02% | 86 | -254 | -3.18% | Q1 2026 | May 05, 2026 |
| Diversified Enterprises, LLC | History | New | 7,349 | 299 | 0.02% | — | 88 | +7,349 | New | Q1 2026 | May 14, 2026 |
| Professional Financial Advisors, LLC | History | New | 7,323 | 298 | 0.06% | — | 89 | +7,323 | New | Q1 2026 | Apr 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 7,135 | 290 | 0.09% | 0.07% | 90 | +671 | 10.38% | Q1 2026 | Apr 23, 2026 |
| Integrated Advisors Network LLC | History | New | 6,808 | 277 | 0.01% | — | 91 | +6,808 | New | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 6,208 | 252 | 0.0% | 0.0% | 92 | +268 | 4.51% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,116 | 248 | 0.0% | 0.0% | 93 | -893 | -12.74% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 6,087 | 247 | 0.01% | — | 94 | +6,087 | New | Q1 2026 | May 12, 2026 |
| Purkiss Capital Advisors LLC | History | New | 5,815 | 236 | 0.1% | — | 95 | +5,815 | New | Q1 2026 | May 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 5,623 | 228 | 0.02% | — | 96 | +5,623 | New | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,543 | 225 | 0.0% | — | 97 | +5,543 | New | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | New | 5,402 | 219 | 0.01% | — | 99 | +5,402 | New | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | New | 5,374 | 219 | 0.0% | — | 98 | +5,374 | New | Q1 2026 | May 14, 2026 |
| First Growth Capital LLC | History | New | 5,265 | 215 | 0.19% | — | 100 | +5,265 | New | Q1 2026 | May 04, 2026 |
| Bluesphere Advisors LLC | History | New | 5,119 | 208 | 0.07% | — | 101 | +5,119 | New | Q1 2026 | Apr 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 4,965 | 202 | 0.01% | 0.03% | 102 | -25,982 | -83.96% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,776 | 194 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 3,496 | 142 | 0.02% | 0.01% | 104 | +2,584 | 283.33% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 3,187 | 129 | 0.0% | 0.0% | 105 | +1,723 | 117.69% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | Added to | 2,808 | 114 | 0.0% | 0.0% | 106 | +2,291 | 443.13% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,472 | 100 | 0.01% | 0.0% | 107 | +1,709 | 223.98% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | New | 2,017 | 82 | 0.02% | — | 108 | +2,017 | New | Q1 2026 | May 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 1,514 | 61 | 0.02% | — | 109 | +1,514 | New | Q1 2026 | Apr 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,174 | 47 | 0.0% | 0.0% | 110 | +680 | 137.65% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,082 | 44 | 0.0% | 0.0% | 111 | +895 | 478.61% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,223 | 42 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Brentview Investment Management LLC | History | No change | 1,000 | 40 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 914 | 37 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 830 | 33 | 0.0% | — | 115 | +830 | New | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 837 | 29 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | New | 684 | 27 | 0.0% | — | 117 | +684 | New | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 652 | 26 | 0.0% | — | 118 | +652 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | New | 497 | 20 | 0.0% | — | 119 | +497 | New | Q1 2026 | Apr 23, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 489 | 19 | 0.03% | — | 120 | +489 | New | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | No change | 447 | 18 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | New | 400 | 16 | 0.0% | — | 122 | +400 | New | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | New | 396 | 16 | 0.0% | — | 123 | +396 | New | Q1 2026 | Apr 07, 2026 |
| Bravera Wealth | History | New | 394 | 16 | 0.01% | — | 124 | +394 | New | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 374 | 15 | 0.0% | — | 125 | +374 | New | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | New | 371 | 14 | 0.0% | — | 126 | +371 | New | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | New | 282 | 11 | 0.0% | — | 127 | +282 | New | Q1 2026 | May 11, 2026 |
| Motiv8 Investments LLC | History | No change | 233 | 8 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | Added to | 173 | 7 | 0.0% | 0.0% | 129 | +31 | 21.83% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Added to | 97 | 3 | 0.0% | — | 130 | +80 | 470.59% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 78 | 3 | 0.0% | — | 131 | +78 | New | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | New | 71 | 2 | 0.0% | — | 134 | +71 | New | Q1 2026 | May 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 61 | 2 | 0.0% | — | 135 | +61 | New | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | New | 56 | 2 | 0.0% | — | 133 | +56 | New | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 73 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kiker Wealth Management, LLC | History | New | 29 | 1 | 0.0% | — | 136 | +29 | New | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -18,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,167 | -100.0% | Q1 2026 | May 15, 2026 |
| ProCore Advisors, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -16,539 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,893 | -100.0% | Q1 2026 | May 15, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 05, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 07, 2026 |