Columbia ETF Trust I - RECS
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 | 21,699,028 | 939,133 | 0.21% | 0.21% | 1 | +1,632,049 | 8.13% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,858,722 | 643,087 | 0.13% | 0.14% | 2 | -209,892 | -1.39% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 7,054,701 | 305,327 | 0.02% | 0.01% | 3 | +850,152 | 13.7% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,877,632 | 254,383 | 0.07% | 0.07% | 4 | +209,710 | 3.7% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,246,488 | 227,068 | 0.01% | 0.02% | 5 | -401,248 | -7.1% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,608,748 | 156,186 | 0.2% | 0.18% | 6 | +350,326 | 10.75% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,279,198 | 141,949 | 0.17% | 0.17% | 7 | +241,819 | 7.96% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,879,237 | 124,613 | 0.02% | 0.02% | 8 | +410,804 | 16.64% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Added to | 2,411,318 | 104,361 | 1.44% | 1.4% | 9 | +90,999 | 3.92% | Q2 2026 | Jul 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,339,266 | 101,243 | 3.47% | 3.43% | 10 | +52,602 | 2.3% | Q2 2026 | Jul 24, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,139,839 | 92,612 | 3.35% | 3.29% | 11 | +37,535 | 1.79% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 1,681,628 | 72,780 | 1.47% | 1.06% | 12 | +980,386 | 139.81% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 1,675,097 | 72,498 | 5.31% | 5.4% | 13 | +12,124 | 0.73% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,664,390 | 72,034 | 0.73% | 0.69% | 14 | +97,101 | 6.2% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,478,365 | 63,983 | 0.06% | 0.06% | 15 | +45,876 | 3.2% | Q2 2026 | Aug 12, 2026 |
| Drake & Associates, LLC | History | Added to | 1,252,310 | 54,199 | 9.13% | 8.62% | 16 | +92,006 | 7.93% | Q2 2026 | Aug 10, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,202,547 | 52,033 | 5.97% | 2.3% | 17 | +664,364 | 123.45% | Q2 2026 | Jul 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,132,868 | 49,030 | 1.2% | 1.19% | 18 | +160,602 | 16.52% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,118,264 | 48,399 | 0.01% | 0.01% | 19 | -55,101 | -4.7% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,050,976 | 45,223 | 0.0% | 0.0% | 20 | +155,421 | 17.35% | Q2 2026 | Aug 12, 2026 |
| Mason & Associates Inc | History | Reduced | 1,008,482 | 43,647 | 7.05% | 7.6% | 21 | -25,286 | -2.45% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,000,912 | 42,778 | 0.02% | 0.02% | 22 | +126,884 | 14.52% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 864,328 | 37,408 | 0.0% | 0.0% | 23 | +15,420 | 1.82% | Q2 2026 | Aug 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 856,938 | 37,088 | 10.56% | 12.02% | 24 | +27,822 | 3.36% | Q2 2026 | Aug 06, 2026 |
| Stadion Money Management, LLC | History | Reduced | 791,168 | 34,241 | 2.95% | 3.18% | 25 | -20,500 | -2.53% | Q2 2026 | Aug 14, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 765,762 | 33,142 | 3.3% | 3.74% | 26 | -96,522 | -11.19% | Q2 2026 | Aug 11, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 707,539 | 30,622 | 14.57% | 14.42% | 27 | +41,753 | 6.27% | Q2 2026 | Jul 23, 2026 |
| KWB Wealth | History | Added to | 635,710 | 27,513 | 2.35% | 1.97% | 28 | +148,675 | 30.53% | Q2 2026 | Jul 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 595,285 | 25,763 | 0.05% | 0.05% | 29 | +117,445 | 24.58% | Q2 2026 | Aug 07, 2026 |
| Trajan Wealth LLC | History | Added to | 533,754 | 23,100 | 0.87% | 0.84% | 30 | +2,843 | 0.54% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 532,297 | 23,037 | 0.73% | 0.66% | 31 | +76,664 | 16.83% | Q2 2026 | Jul 27, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 511,314 | 22,129 | 10.92% | 10.9% | 32 | +5,226 | 1.03% | Q2 2026 | Aug 12, 2026 |
| Retirement Management Systems Inc. | History | Added to | 493,262 | 21,348 | 4.37% | 4.33% | 33 | +32,456 | 7.04% | Q2 2026 | Jul 21, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 468,514 | 20,773 | 2.58% | 2.37% | 34 | +131,469 | 39.01% | Q2 2026 | Jul 24, 2026 |
| SUN LIFE FINANCIAL INC | History | New | 478,020 | 20,689 | 1.06% | — | 35 | +478,020 | New | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 467,530 | 20,235 | 0.78% | 0.87% | 36 | -2,687 | -0.57% | Q2 2026 | Aug 17, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 436,199 | 18,878 | 1.13% | 1.24% | 37 | +6,273 | 1.46% | Q2 2026 | Jul 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 432,449 | 18,716 | 0.21% | 0.2% | 38 | +14,880 | 3.56% | Q2 2026 | Jul 28, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 391,776 | 16,956 | 0.84% | 0.92% | 39 | -30,425 | -7.21% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 380,347 | 16,461 | 0.05% | 0.06% | 40 | +7,462 | 2.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 353,993 | 15,320 | 0.01% | 0.01% | 41 | +6,776 | 1.95% | Q2 2026 | Aug 12, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 347,443 | 15,037 | 1.49% | 1.47% | 42 | +9,455 | 2.8% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 340,472 | 14,736 | 0.03% | 0.03% | 43 | +33,981 | 11.09% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 272,045 | 11,774 | 0.01% | 0.01% | 44 | +28,811 | 11.84% | Q2 2026 | Aug 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 259,027 | 11,210 | 0.44% | 0.44% | 45 | +15,450 | 6.34% | Q2 2026 | Jul 24, 2026 |
| Bensler, LLC | History | Added to | 248,398 | 10,750 | 0.95% | 0.99% | 46 | +3,084 | 1.26% | Q2 2026 | Jul 23, 2026 |
| CITIGROUP INC | History | Added to | 237,568 | 10,281 | 0.0% | 0.0% | 47 | +47,035 | 24.69% | Q2 2026 | Aug 03, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 236,456 | 10,233 | 1.71% | 1.64% | 48 | +26,002 | 12.36% | Q2 2026 | Jul 08, 2026 |
| Snider Financial Group | History | Added to | 225,697 | 9,768 | 2.49% | 2.44% | 49 | +18,008 | 8.67% | Q2 2026 | Jul 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 223,944 | 9,692 | 0.05% | 0.04% | 50 | +41,638 | 22.84% | Q2 2026 | Jul 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 213,304 | 9,231 | 0.34% | 0.3% | 51 | +23,648 | 12.47% | Q2 2026 | Jul 21, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 197,881 | 8,564 | 2.08% | 1.9% | 52 | +23,107 | 13.22% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Added to | 195,435 | 8,458 | 0.08% | 0.08% | 53 | +3,033 | 1.58% | Q2 2026 | Jul 28, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 192,408 | 8,327 | 3.25% | 3.55% | 54 | +1,896 | 1.0% | Q2 2026 | Jul 30, 2026 |
| DAGCO, INC. | History | Added to | 180,123 | 7,795 | 1.44% | 1.08% | 55 | +52,017 | 40.6% | Q2 2026 | Jul 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 176,423 | 7,635 | 0.03% | 0.03% | 56 | -32 | -0.02% | Q2 2026 | Jul 27, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 171,662 | 7,429 | 4.05% | 3.65% | 57 | +26,313 | 18.1% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 187,686 | 7,316 | 0.12% | 0.12% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 146,366 | 6,334 | 0.03% | 0.03% | 59 | +4,129 | 2.9% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 144,257 | 6,243 | 0.01% | 0.01% | 60 | +19,104 | 15.26% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 139,883 | 6,216 | 0.01% | 0.03% | 61 | -204,845 | -59.42% | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 138,485 | 5,993 | 0.2% | 0.2% | 62 | +1,679 | 1.23% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 136,770 | 5,919 | 0.0% | 0.0% | 63 | +17,651 | 14.82% | Q2 2026 | Aug 03, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 133,069 | 5,759 | 1.65% | 1.76% | 64 | -6,670 | -4.77% | Q2 2026 | Jul 29, 2026 |
| Sovran Advisors, LLC | History | Added to | 121,010 | 5,387 | 0.4% | 0.37% | 65 | +8,391 | 7.45% | Q2 2026 | Jul 29, 2026 |
| R2 Capital Strategies, LLC | History | New | 120,862 | 5,230 | 2.37% | — | 66 | +120,862 | New | Q2 2026 | Jul 23, 2026 |
| Alchemi Wealth, LLC | History | Added to | 118,445 | 5,126 | 2.4% | 2.42% | 67 | +6,699 | 5.99% | Q2 2026 | Jul 29, 2026 |
| Brown Financial Advisors | History | Added to | 114,939 | 4,974 | 1.74% | 1.69% | 68 | +144 | 0.13% | Q2 2026 | Aug 26, 2026 |
| RDA Financial Network | History | Added to | 108,521 | 4,696 | 1.02% | 1.02% | 69 | +3,819 | 3.65% | Q2 2026 | Jul 06, 2026 |
| Fermata Advisors, LLC | History | Reduced | 94,482 | 4,089 | 0.83% | 0.84% | 70 | -1,367 | -1.43% | Q2 2026 | Jul 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 93,399 | 4,042 | 0.02% | 0.02% | 71 | +12,688 | 15.72% | Q2 2026 | Aug 17, 2026 |
| Paladin Wealth, LLC | History | Added to | 93,151 | 4,031 | 2.34% | 2.27% | 72 | +8,312 | 9.8% | Q2 2026 | Jul 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 90,471 | 3,915 | 0.02% | 0.02% | 73 | +4,594 | 5.35% | Q2 2026 | Aug 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 81,616 | 3,532 | 0.2% | 0.2% | 74 | +8,402 | 11.48% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 81,137 | 3,511 | 0.21% | 0.24% | 75 | -2,568 | -3.07% | Q2 2026 | Aug 07, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 75,425 | 3,264 | 0.26% | 0.27% | 76 | +1,861 | 2.53% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 71,221 | 3,082 | 0.04% | 0.04% | 77 | +7,415 | 11.62% | Q2 2026 | Aug 04, 2026 |
| KPP Advisory Services LLC | History | Reduced | 64,320 | 2,783 | 0.35% | 0.37% | 78 | -201 | -0.31% | Q2 2026 | Jul 24, 2026 |
| Mattson Financial Services, LLC | History | Added to | 60,917 | 2,719 | 0.57% | 0.55% | 79 | +1,424 | 2.39% | Q2 2026 | Aug 04, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 60,901 | 2,635 | 0.07% | 0.06% | 80 | +10,529 | 20.9% | Q2 2026 | Aug 13, 2026 |
| LM Advisors LLC | History | Added to | 58,030 | 2,512 | 0.29% | 0.84% | 81 | +55,973 | 2721.1% | Q2 2026 | Aug 12, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 57,233 | 2,477 | 0.65% | 0.82% | 82 | -9,580 | -14.34% | Q2 2026 | Jul 28, 2026 |
| First Growth Capital LLC | History | Reduced | 55,371 | 2,396 | 1.82% | 1.97% | 83 | -313 | -0.56% | Q2 2026 | Jul 16, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | Added to | 53,520 | 2,316 | 0.86% | 0.82% | 84 | +5,595 | 11.67% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 51,804 | 2,242 | 0.0% | 0.0% | 85 | -44 | -0.08% | Q2 2026 | Jul 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 51,595 | 2,233 | 0.11% | 0.11% | 86 | +4,640 | 9.88% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 51,466 | 2,227 | 0.04% | 0.0% | 87 | +51,352 | 45045.61% | Q2 2026 | Jul 20, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 51,260 | 2,218 | 0.69% | 0.73% | 88 | +694 | 1.37% | Q2 2026 | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | History | New | 50,729 | 2,195 | 0.13% | — | 89 | +50,729 | New | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | Added to | 45,617 | 1,974 | 0.02% | 0.02% | 90 | +12,506 | 37.77% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 44,842 | 1,940 | 0.0% | 0.0% | 91 | +8,010 | 21.75% | Q2 2026 | Aug 14, 2026 |
| Pines Wealth Management, LLC | History | Added to | 44,327 | 1,918 | 0.55% | 0.52% | 92 | +3,167 | 7.69% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 39,750 | 1,720 | 0.01% | 0.0% | 93 | +33,198 | 506.68% | Q2 2026 | Sep 08, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 35,103 | 1,519 | 0.73% | 0.76% | 94 | -1,363 | -3.74% | Q2 2026 | Jul 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 33,307 | 1,441 | 0.52% | 0.51% | 95 | +1,400 | 4.39% | Q2 2026 | Jul 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 32,073 | 1,388 | 0.0% | 0.0% | 96 | +18,440 | 135.26% | Q2 2026 | Aug 12, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 30,177 | 1,306 | 0.48% | 0.46% | 97 | +2,639 | 9.58% | Q2 2026 | Jul 14, 2026 |
| Inscription Capital, LLC | History | Reduced | 28,974 | 1,253 | 0.11% | 0.19% | 98 | -17,605 | -37.8% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 28,888 | 1,250 | 0.05% | 0.05% | 99 | +4,225 | 17.13% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | Reduced | 28,433 | 1,230 | 0.0% | 0.0% | 100 | -21,176 | -42.69% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 27,031 | 1,169 | 0.0% | 0.01% | 101 | +864 | 3.3% | Q2 2026 | Aug 14, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 24,574 | 1,063 | 0.53% | 0.53% | 102 | +849 | 3.58% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,782 | 1,029 | 0.01% | 0.0% | 103 | +23,630 | 15546.05% | Q2 2026 | Jul 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 22,983 | 994 | 0.32% | 0.34% | 104 | -1,499 | -6.12% | Q2 2026 | Aug 04, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 22,978 | 994 | 0.64% | 0.62% | 105 | +647 | 2.9% | Q2 2026 | Jul 27, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 22,263 | 963 | 0.28% | 0.29% | 106 | +384 | 1.76% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | New | 20,791 | 899 | 0.01% | — | 107 | +20,791 | New | Q2 2026 | Jul 31, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 20,455 | 885 | 0.19% | 0.19% | 108 | +351 | 1.75% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 20,416 | 883 | 0.08% | 0.09% | 109 | -2,244 | -9.9% | Q2 2026 | Jul 16, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 19,415 | 840 | 0.23% | 0.25% | 110 | +200 | 1.04% | Q2 2026 | Jul 27, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 18,294 | 791 | 0.28% | 0.51% | 111 | -2,002 | -9.86% | Q2 2026 | Jul 27, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 16,906 | 731 | 0.19% | 0.17% | 112 | +2,212 | 15.05% | Q2 2026 | Jul 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 16,529 | 715 | 0.03% | 0.03% | 113 | +1,730 | 11.69% | Q2 2026 | Jul 23, 2026 |
| HB Wealth Management, LLC | History | New | 16,095 | 696 | 0.0% | — | 114 | +16,095 | New | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | Added to | 15,409 | 666 | 0.02% | 0.02% | 115 | +518 | 3.48% | Q2 2026 | Aug 07, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 15,083 | 652 | 0.21% | 0.43% | 116 | -53,552 | -78.02% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,973 | 648 | 0.01% | 0.01% | 117 | +5,158 | 52.55% | Q2 2026 | Aug 12, 2026 |
| Van Diest Capital, LLC | History | New | 14,839 | 642 | 0.58% | — | 118 | +14,839 | New | Q2 2026 | Aug 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 14,704 | 636 | 0.06% | 0.1% | 119 | -8,824 | -37.5% | Q2 2026 | Jul 09, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 14,576 | 630 | 0.04% | 0.03% | 120 | +4,955 | 51.5% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 14,490 | 627 | 0.0% | 0.0% | 121 | +2,174 | 17.65% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 14,410 | 623 | 0.01% | 0.01% | 122 | -307 | -2.09% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 13,945 | 603 | 0.03% | 0.03% | 123 | +3,284 | 30.8% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 13,768 | 595 | 0.19% | 0.14% | 124 | +3,132 | 29.45% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 13,672 | 591 | 0.01% | — | 125 | +13,672 | New | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 13,362 | 578 | 0.0% | — | 126 | +13,362 | New | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 13,333 | 577 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oxinas Partners, LLC | History | Reduced | 13,150 | 569 | 0.22% | 0.37% | 128 | -7,550 | -36.47% | Q2 2026 | Jul 14, 2026 |
| RiverTree Advisors, LLC | History | Added to | 13,108 | 567 | 0.33% | 0.32% | 129 | +302 | 2.36% | Q2 2026 | Jul 22, 2026 |
| Gotham Asset Management, LLC | History | No change | 13,085 | 566 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 13,006 | 562 | 0.0% | 0.0% | 131 | +1,753 | 15.58% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 11,564 | 501 | 0.0% | 0.0% | 132 | -373 | -3.12% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,263 | 487 | 0.02% | 0.01% | 133 | +2,625 | 30.39% | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 10,388 | 449 | 0.1% | 0.11% | 134 | -589 | -5.37% | Q2 2026 | Aug 10, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 10,203 | 441 | 0.53% | 0.52% | 135 | +1,794 | 21.33% | Q2 2026 | Jul 20, 2026 |
| Avestar Capital, LLC | History | New | 10,141 | 438 | 0.02% | — | 136 | +10,141 | New | Q2 2026 | Jul 29, 2026 |
| Cedrus Wealth Group LLC | History | Reduced | 10,101 | 437 | 0.38% | 0.87% | 137 | -9,920 | -49.55% | Q2 2026 | Jul 30, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,329 | 403 | 0.02% | 0.01% | 138 | +760 | 8.87% | Q2 2026 | Aug 13, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 8,708 | 376 | 0.1% | 0.11% | 139 | -638 | -6.83% | Q2 2026 | Jul 21, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 8,547 | 369 | 0.0% | 0.0% | 140 | +845 | 10.97% | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | New | 8,443 | 365 | 0.35% | — | 141 | +8,443 | New | Q2 2026 | Aug 11, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 8,208 | 355 | 0.24% | 0.54% | 142 | -8,637 | -51.27% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,144 | 352 | 0.0% | 0.0% | 143 | -40,039 | -83.1% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 7,971 | 344 | 0.0% | 0.0% | 144 | -24 | -0.3% | Q2 2026 | Aug 05, 2026 |
| Keystone Financial Services, LLC | History | Added to | 7,943 | 343 | 0.21% | 0.2% | 145 | +214 | 2.77% | Q2 2026 | Jul 24, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 7,730 | 334 | 0.03% | 0.03% | 146 | -54 | -0.69% | Q2 2026 | Jul 17, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 7,670 | 331 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | New | 7,519 | 325 | 0.0% | — | 148 | +7,519 | New | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,440 | 322 | 0.0% | 0.0% | 149 | +523 | 7.56% | Q2 2026 | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | History | New | 7,010 | 303 | 0.0% | — | 150 | +7,010 | New | Q2 2026 | Aug 18, 2026 |
| Dean, Jacobson Financial Services, LLC | History | No change | 6,563 | 284 | 0.16% | 0.16% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | New | 6,417 | 277 | 0.0% | — | 152 | +6,417 | New | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | New | 6,251 | 270 | 0.0% | — | 153 | +6,251 | New | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,041 | 261 | 0.0% | 0.0% | 154 | +809 | 15.46% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,952 | 257 | 0.0% | 0.01% | 155 | -1,351 | -18.5% | Q2 2026 | Aug 07, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 5,759 | 249 | 0.11% | 0.12% | 156 | -250 | -4.16% | Q2 2026 | Jul 24, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 5,273 | 228 | 0.07% | 0.09% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concentrum Wealth Management | History | New | 5,000 | 216 | 0.05% | — | 158 | +5,000 | New | Q2 2026 | Aug 06, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 4,959 | 214 | 0.13% | 0.14% | 159 | -1,073 | -17.79% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,916 | 212 | 0.0% | — | 161 | +4,916 | New | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | New | 4,911 | 212 | 0.01% | — | 162 | +4,911 | New | Q2 2026 | Aug 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 4,909 | 212 | 0.0% | 0.0% | 160 | -1,894 | -27.84% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | New | 4,665 | 201 | 0.07% | — | 163 | +4,665 | New | Q2 2026 | Jul 17, 2026 |
| CWM, LLC | History | No change | 4,227 | 164 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Graney & King, LLC | History | Reduced | 3,773 | 163 | 0.06% | 0.12% | 165 | -1,720 | -31.31% | Q2 2026 | Aug 07, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 2,463 | 106 | 0.06% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,280 | 98 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,935 | 83 | 0.0% | 0.0% | 168 | +1,015 | 110.33% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,719 | 74 | 0.01% | 0.01% | 169 | +235 | 15.84% | Q2 2026 | Jul 28, 2026 |
| Community Financial Services Group, LLC | History | New | 1,443 | 62 | 0.01% | — | 170 | +1,443 | New | Q2 2026 | Jul 09, 2026 |
| Allworth Financial LP | History | No change | 1,417 | 61 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 1,429 | 61 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,125 | 48 | 0.0% | — | 173 | +1,125 | New | Q2 2026 | Jul 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,018 | 44 | 0.02% | 0.03% | 174 | +1 | 0.1% | Q2 2026 | Aug 10, 2026 |
| TRUST CO OF VERMONT | History | New | 893 | 38 | 0.0% | — | 175 | +893 | New | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 758 | 32 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Archer Investment Corp | History | No change | 649 | 28 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 333 | 14 | 0.0% | 0.0% | 178 | +1 | 0.3% | Q2 2026 | Aug 13, 2026 |
| BAYBAN | History | No change | 313 | 13 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Richardson Capital Management LLC | History | No change | 276 | 11 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 208 | 9 | 0.0% | 0.0% | 182 | -129 | -38.28% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 224 | 9 | 0.0% | 0.0% | 181 | +107 | 91.45% | Q2 2026 | Jul 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 102 | 4 | 0.0% | — | 184 | +102 | New | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 106 | 4 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Kingdom Financial Group LLC. | History | New | 64 | 2 | 0.0% | — | 185 | +64 | New | Q2 2026 | Aug 07, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.14% | — | -327,452 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -42,009 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -36,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,034 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AIRE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,399 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,297 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Apollon Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,103 | -100.0% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -920 | -100.0% | Q2 2026 | Aug 14, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -856 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Indiana Trust & Investment Management Co | History | Closed out | 0 | 0 | — | 0.0% | — | -418 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q2 2026 | Jul 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |