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 | 20,066,979 | 782,210 | 0.21% | 0.19% | 1 | +2,692,608 | 15.5% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 15,068,614 | 587,360 | 0.14% | 0.12% | 2 | +1,851,421 | 14.01% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,204,549 | 241,853 | 0.01% | 0.01% | 3 | +988,707 | 18.96% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,667,922 | 220,935 | 0.07% | 0.06% | 4 | +746,935 | 15.18% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,647,736 | 220,148 | 0.02% | 0.02% | 5 | -392,689 | -6.5% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,258,422 | 127,013 | 0.18% | 0.18% | 6 | -25,494 | -0.78% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,037,379 | 118,421 | 0.17% | 0.17% | 7 | +263,464 | 9.5% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,468,433 | 96,219 | 0.02% | 0.02% | 8 | +371,667 | 17.73% | Q1 2026 | May 11, 2026 |
| Gradient Investments LLC | History | Added to | 2,320,319 | 90,446 | 1.4% | 1.43% | 9 | +118,334 | 5.37% | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,286,664 | 89,134 | 3.43% | 3.67% | 10 | +45,478 | 2.03% | Q1 2026 | Apr 28, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,102,304 | 81,947 | 3.29% | 3.4% | 11 | +27,186 | 1.31% | Q1 2026 | Apr 28, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 1,662,973 | 64,822 | 5.4% | 5.57% | 12 | +38,390 | 2.36% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,567,289 | 61,092 | 0.69% | 0.75% | 13 | -65,230 | -4.0% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 1,432,489 | 55,838 | 0.06% | 0.06% | 14 | +115,257 | 8.75% | Q1 2026 | May 13, 2026 |
| LM Advisors LLC | History | Reduced | 2,057 | 52,876 | 0.84% | 0.94% | 15 | -78 | -3.65% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,173,365 | 45,738 | 0.01% | 0.01% | 16 | +353,051 | 43.04% | Q1 2026 | May 15, 2026 |
| Drake & Associates, LLC | History | Added to | 1,160,304 | 45,228 | 8.62% | 8.19% | 17 | +153,902 | 15.29% | Q1 2026 | May 13, 2026 |
| Mason & Associates Inc | History | Reduced | 1,033,768 | 39,231 | 7.6% | 7.96% | 18 | -1,180 | -0.11% | Q1 2026 | Apr 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 972,266 | 37,898 | 1.19% | 1.16% | 19 | +84,653 | 9.54% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 895,555 | 33,986 | 0.0% | 0.0% | 20 | +73,958 | 9.0% | Q1 2026 | May 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 862,284 | 33,611 | 3.74% | 6.07% | 21 | -484,681 | -35.98% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 874,028 | 33,186 | 0.02% | 0.01% | 22 | +272,163 | 45.22% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 848,908 | 33,090 | 0.0% | 0.0% | 23 | +332,559 | 64.41% | Q1 2026 | May 05, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 829,116 | 32,318 | 12.02% | 12.25% | 24 | +12,888 | 1.58% | Q1 2026 | May 06, 2026 |
| Stadion Money Management, LLC | History | New | 811,668 | 31,639 | 3.18% | — | 25 | +811,668 | New | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 701,242 | 27,334 | 1.06% | 0.67% | 26 | +260,902 | 59.25% | Q1 2026 | May 12, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 665,786 | 25,952 | 14.42% | 15.02% | 27 | +33,376 | 5.28% | Q1 2026 | Apr 27, 2026 |
| Scarborough Advisors, LLC | History | Added to | 538,183 | 20,978 | 2.3% | 3.69% | 28 | +2,243 | 0.42% | Q1 2026 | May 07, 2026 |
| Trajan Wealth LLC | History | Added to | 530,911 | 20,694 | 0.84% | 0.9% | 29 | +3,784 | 0.72% | Q1 2026 | May 13, 2026 |
| KWB Wealth | History | Reduced | 487,035 | 19,890 | 1.97% | 1.9% | 30 | -3,110 | -0.63% | Q1 2026 | Apr 08, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 506,088 | 19,727 | 10.9% | 11.2% | 31 | +7,246 | 1.45% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 477,840 | 18,626 | 0.05% | 0.06% | 32 | -109,599 | -18.66% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 470,217 | 18,329 | 0.87% | 0.75% | 33 | +67,189 | 16.67% | Q1 2026 | May 18, 2026 |
| Retirement Management Systems Inc. | History | Added to | 460,806 | 17,962 | 4.33% | 4.3% | 34 | +49,217 | 11.96% | Q1 2026 | Apr 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 455,633 | 17,760 | 0.66% | 0.65% | 35 | +33,502 | 7.94% | Q1 2026 | May 14, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 429,926 | 16,758 | 1.24% | 1.32% | 36 | -3,482 | -0.8% | Q1 2026 | Apr 16, 2026 |
| Essex Financial Services, Inc. | History | Added to | 422,201 | 16,457 | 0.92% | 0.83% | 37 | +65,086 | 18.23% | Q1 2026 | Apr 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 417,569 | 16,276 | 0.2% | 0.19% | 38 | +38,871 | 10.26% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 372,885 | 14,535 | 0.06% | 0.06% | 39 | +40,950 | 12.34% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 347,217 | 13,534 | 0.01% | 0.01% | 40 | +26,204 | 8.16% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 344,728 | 13,534 | 0.03% | 0.02% | 41 | +2,575 | 0.75% | Q1 2026 | Apr 08, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 337,988 | 13,174 | 1.47% | 1.48% | 42 | +24,947 | 7.97% | Q1 2026 | Apr 29, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 337,045 | 13,138 | 2.37% | 3.14% | 43 | +51,982 | 18.24% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | New | 327,452 | 12,764 | 0.14% | — | 44 | +327,452 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 306,491 | 11,947 | 0.03% | 0.03% | 45 | +40,592 | 15.27% | Q1 2026 | Apr 30, 2026 |
| Bensler, LLC | History | Added to | 245,314 | 9,562 | 0.99% | 0.99% | 46 | +3,275 | 1.35% | Q1 2026 | May 01, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 243,577 | 9,494 | 0.44% | 0.41% | 47 | +26,797 | 12.36% | Q1 2026 | Jun 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 243,234 | 9,481 | 0.01% | 0.0% | 48 | +74,729 | 44.35% | Q1 2026 | May 07, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 210,454 | 8,203 | 1.64% | 1.55% | 49 | +28,114 | 15.42% | Q1 2026 | Apr 09, 2026 |
| Snider Financial Group | History | Added to | 207,689 | 8,095 | 2.44% | 2.01% | 50 | +22,868 | 12.37% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Reduced | 192,402 | 7,499 | 0.08% | 0.09% | 51 | -2,922 | -1.5% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 190,533 | 7,426 | 0.0% | 0.0% | 52 | +48,671 | 34.31% | Q1 2026 | May 11, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 190,512 | 7,426 | 3.55% | 3.74% | 53 | -8,853 | -4.44% | Q1 2026 | Apr 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 189,656 | 7,392 | 0.3% | 0.29% | 54 | +18,826 | 11.02% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 187,686 | 7,316 | 0.12% | 0.11% | 55 | +21,321 | 12.82% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 182,306 | 7,106 | 0.04% | 0.04% | 56 | +5,608 | 3.17% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 176,455 | 6,878 | 0.03% | 0.03% | 57 | +16,883 | 10.58% | Q1 2026 | Apr 24, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 174,774 | 6,838 | 1.9% | 0.72% | 58 | +114,276 | 188.89% | Q1 2026 | Apr 08, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 145,349 | 5,665 | 3.65% | 3.41% | 59 | +23,094 | 18.89% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 142,237 | 5,544 | 0.03% | 0.03% | 60 | +24,780 | 21.1% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 136,806 | 5,332 | 0.19% | 0.25% | 61 | +2,868 | 2.14% | Q1 2026 | May 19, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 139,739 | 5,303 | 1.76% | 1.86% | 62 | +1,577 | 1.14% | Q1 2026 | Apr 27, 2026 |
| DAGCO, INC. | History | Added to | 128,106 | 4,993 | 1.08% | 1.11% | 63 | +10,359 | 8.8% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 125,153 | 4,878 | 0.01% | 0.0% | 64 | +94,765 | 311.85% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 112,619 | 4,745 | 0.37% | 0.37% | 65 | +6,359 | 5.98% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 119,119 | 4,643 | 0.0% | 0.0% | 66 | +16,827 | 16.45% | Q1 2026 | May 04, 2026 |
| Brown Financial Advisors | History | Reduced | 114,795 | 4,474 | 1.69% | 1.73% | 67 | -903 | -0.78% | Q1 2026 | May 15, 2026 |
| Alchemi Wealth, LLC | History | Added to | 111,746 | 4,355 | 2.42% | 2.43% | 68 | +2,699 | 2.48% | Q1 2026 | May 07, 2026 |
| RDA Financial Network | History | Added to | 104,702 | 4,081 | 1.02% | 1.01% | 69 | +2,268 | 2.21% | Q1 2026 | Apr 08, 2026 |
| Fermata Advisors, LLC | History | Added to | 95,849 | 3,736 | 0.84% | 0.93% | 70 | +1,088 | 1.15% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 85,877 | 3,347 | 0.02% | 0.01% | 71 | +54,908 | 177.3% | Q1 2026 | May 05, 2026 |
| Paladin Wealth, LLC | History | Added to | 84,839 | 3,307 | 2.27% | 2.13% | 72 | +8,281 | 10.82% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 80,711 | 3,296 | 0.02% | 0.01% | 73 | +45,343 | 128.2% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 83,705 | 3,262 | 0.24% | 0.22% | 74 | +3,717 | 4.65% | Q1 2026 | Apr 20, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 73,564 | 2,867 | 0.27% | 0.27% | 75 | +3,562 | 5.09% | Q1 2026 | Apr 22, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 73,214 | 2,853 | 0.2% | 0.19% | 76 | +8,899 | 13.84% | Q1 2026 | May 06, 2026 |
| Richmond Investment Services, LLC | History | Added to | 68,635 | 2,675 | 0.43% | 0.48% | 77 | +750 | 1.1% | Q1 2026 | Apr 29, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 66,813 | 2,604 | 0.82% | 0.75% | 78 | +6,809 | 11.35% | Q1 2026 | May 19, 2026 |
| KPP Advisory Services LLC | History | Reduced | 64,521 | 2,515 | 0.37% | 0.4% | 79 | -2,929 | -4.34% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 63,806 | 2,487 | 0.04% | 0.03% | 80 | +22,672 | 55.12% | Q1 2026 | May 13, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 59,493 | 2,319 | 0.55% | 0.58% | 81 | -946 | -1.57% | Q1 2026 | May 11, 2026 |
| First Growth Capital LLC | History | Added to | 55,684 | 2,185 | 1.97% | 2.01% | 82 | +768 | 1.4% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 51,848 | 2,021 | 0.0% | 0.0% | 83 | +31,645 | 156.64% | Q1 2026 | Apr 27, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 50,566 | 1,971 | 0.73% | 0.62% | 84 | +8,490 | 20.18% | Q1 2026 | May 13, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 50,372 | 1,963 | 0.06% | 0.04% | 85 | +14,500 | 40.42% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 49,609 | 1,933 | 0.0% | 0.0% | 86 | -29,603 | -37.37% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 48,183 | 1,878 | 0.0% | — | 87 | +48,183 | New | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 46,955 | 1,830 | 0.11% | 0.09% | 88 | +11,738 | 33.33% | Q1 2026 | May 12, 2026 |
| Inscription Capital, LLC | History | Reduced | 46,579 | 1,815 | 0.19% | 0.21% | 89 | -3,568 | -7.12% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 42,009 | 1,637 | 0.0% | 0.0% | 90 | -66,310 | -61.22% | Q1 2026 | May 15, 2026 |
| Pines Wealth Management, LLC | History | Added to | 41,160 | 1,604 | 0.52% | 0.53% | 91 | +783 | 1.94% | Q1 2026 | Apr 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 36,832 | 1,436 | 0.0% | 0.0% | 92 | +26,742 | 265.03% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 36,500 | 1,422 | 0.0% | 0.01% | 93 | -136,000 | -78.84% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 36,466 | 1,421 | 0.76% | 0.84% | 94 | -692 | -1.86% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Added to | 33,111 | 1,290 | 0.02% | 0.01% | 95 | +12,531 | 60.89% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 31,907 | 1,243 | 0.51% | 0.66% | 96 | -14,176 | -30.76% | Q1 2026 | Apr 14, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 27,538 | 1,073 | 0.46% | 0.27% | 97 | +13,025 | 89.75% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Added to | 26,167 | 1,019 | 0.01% | 0.0% | 98 | +2,947 | 12.69% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 24,663 | 961 | 0.05% | 0.05% | 99 | +1,763 | 7.7% | Q1 2026 | Apr 23, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 24,482 | 954 | 0.34% | 0.35% | 100 | +362 | 1.5% | Q1 2026 | Apr 08, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 23,725 | 924 | 0.53% | 0.58% | 101 | +747 | 3.25% | Q1 2026 | Apr 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 23,528 | 917 | 0.1% | 0.11% | 102 | -225 | -0.95% | Q1 2026 | Apr 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 22,660 | 883 | 0.09% | 0.12% | 103 | -4,819 | -17.54% | Q1 2026 | May 04, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 22,331 | 870 | 0.62% | 0.65% | 104 | +289 | 1.31% | Q1 2026 | Apr 21, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 21,879 | 852 | 0.29% | 0.43% | 105 | -8,043 | -26.88% | Q1 2026 | Apr 27, 2026 |
| Oxinas Partners, LLC | History | Reduced | 20,700 | 806 | 0.37% | 0.44% | 106 | -1,500 | -6.76% | Q1 2026 | Apr 10, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 20,296 | 791 | 0.51% | 0.59% | 107 | -1,967 | -8.84% | Q1 2026 | May 08, 2026 |
| Palumbo Wealth Management LLC | History | No change | 20,104 | 783 | 0.19% | 0.2% | 108 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cedrus Wealth Group LLC | History | Added to | 20,021 | 780 | 0.87% | 0.75% | 109 | +34 | 0.17% | Q1 2026 | May 14, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 19,215 | 749 | 0.25% | 0.27% | 110 | +297 | 1.57% | Q1 2026 | May 11, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 16,845 | 656 | 0.54% | 0.88% | 111 | -8,089 | -32.44% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | New | 14,891 | 580 | 0.02% | — | 112 | +14,891 | New | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 14,799 | 576 | 0.03% | 0.03% | 113 | +1,999 | 15.62% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 14,717 | 573 | 0.01% | 0.01% | 114 | -131 | -0.88% | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 14,694 | 572 | 0.17% | 0.09% | 115 | +7,027 | 91.65% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 13,633 | 531 | 0.0% | 0.0% | 116 | -6 | -0.04% | Q1 2026 | Jun 02, 2026 |
| Focus Partners Wealth | History | No change | 13,333 | 519 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 13,085 | 510 | 0.0% | 0.0% | 118 | +7,802 | 147.68% | Q1 2026 | May 15, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 12,806 | 499 | 0.32% | 0.37% | 119 | -1,317 | -9.33% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Reduced | 12,316 | 480 | 0.0% | 0.0% | 120 | -1,590 | -11.43% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 11,937 | 465 | 0.0% | 0.0% | 121 | -942 | -7.31% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | New | 11,253 | 438 | 0.0% | — | 122 | +11,253 | New | Q1 2026 | May 12, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 10,977 | 427 | 0.11% | 0.14% | 123 | -1,293 | -10.54% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 10,661 | 415 | 0.03% | 0.02% | 124 | +2,223 | 26.35% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 10,636 | 414 | 0.14% | 0.0% | 125 | +10,507 | 8144.96% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,815 | 382 | 0.01% | 0.0% | 126 | +1,392 | 16.53% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 9,621 | 375 | 0.03% | 0.02% | 127 | +2,141 | 28.62% | Q1 2026 | May 07, 2026 |
| Balance Wealth, LLC | History | Reduced | 9,346 | 364 | 0.11% | 0.49% | 128 | -28,370 | -75.22% | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 8,638 | 336 | 0.01% | 0.01% | 129 | +2,359 | 37.57% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 8,569 | 334 | 0.01% | 0.01% | 130 | +525 | 6.53% | Q1 2026 | May 13, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 8,409 | 327 | 0.52% | 0.61% | 131 | +45 | 0.54% | Q1 2026 | Apr 13, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 7,876 | 318 | 0.31% | 0.31% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,995 | 311 | 0.0% | — | 133 | +7,995 | New | Q1 2026 | May 01, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 7,784 | 303 | 0.03% | 1.45% | 134 | -296,438 | -97.44% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Services, LLC | History | Added to | 7,729 | 301 | 0.2% | 0.21% | 135 | +327 | 4.42% | Q1 2026 | Apr 21, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 7,702 | 300 | 0.0% | — | 136 | +7,702 | New | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 7,670 | 298 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 7,303 | 284 | 0.01% | 0.01% | 138 | -15 | -0.2% | Q1 2026 | Apr 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,034 | 274 | 0.03% | — | 139 | +7,034 | New | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,917 | 269 | 0.0% | 0.0% | 140 | +1,156 | 20.07% | Q1 2026 | Apr 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 6,803 | 265 | 0.0% | — | 141 | +6,803 | New | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,552 | 255 | 0.0% | 0.0% | 142 | +1,377 | 26.61% | Q1 2026 | May 15, 2026 |
| Dean, Jacobson Financial Services, LLC | History | No change | 6,563 | 255 | 0.16% | 0.17% | 143 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AIRE ADVISORS, LLC | History | New | 6,399 | 249 | 0.05% | — | 144 | +6,399 | New | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,297 | 245 | 0.0% | — | 145 | +6,297 | New | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | New | 6,103 | 237 | 0.03% | — | 147 | +6,103 | New | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 5,811 | 237 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 6,032 | 235 | 0.14% | 0.16% | 148 | -211 | -3.38% | Q1 2026 | May 15, 2026 |
| BostonPremier Wealth LLC | History | Added to | 6,009 | 234 | 0.12% | 0.12% | 149 | +465 | 8.39% | Q1 2026 | Apr 10, 2026 |
| Graney & King, LLC | History | No change | 5,493 | 214 | 0.12% | 0.13% | 150 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 5,273 | 205 | 0.09% | — | 151 | +5,273 | New | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,232 | 203 | 0.0% | 0.01% | 152 | -4,952 | -48.63% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,911 | 200 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 4,227 | 164 | 0.0% | 0.0% | 154 | -432 | -9.27% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,584 | 146 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,582 | 105 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 2,463 | 103 | 0.05% | 0.02% | 157 | +1,577 | 177.99% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,280 | 88 | 0.0% | — | 158 | +2,280 | New | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,484 | 57 | 0.01% | 0.0% | 159 | +1,359 | 1087.2% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,429 | 55 | 0.0% | 0.0% | 161 | -471 | -24.79% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 1,417 | 55 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,017 | 39 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Reduced | 920 | 35 | 0.0% | 0.0% | 164 | -1,386 | -60.1% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 920 | 35 | 0.0% | 0.0% | 163 | -1,256 | -57.72% | Q1 2026 | May 15, 2026 |
| POM Investment Strategies, LLC | History | New | 856 | 33 | 0.04% | — | 165 | +856 | New | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 758 | 29 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | No change | 649 | 25 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Indiana Trust & Investment Management Co | History | New | 418 | 16 | 0.0% | — | 168 | +418 | New | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 337 | 13 | 0.0% | 0.0% | 169 | +129 | 62.02% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 332 | 12 | 0.0% | — | 171 | +332 | New | Q1 2026 | May 08, 2026 |
| BAYBAN | History | No change | 313 | 12 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Richardson Capital Management LLC | History | No change | 276 | 10 | 0.0% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 152 | 5 | 0.0% | 0.0% | 173 | +2 | 1.33% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | New | 114 | 4 | 0.0% | — | 176 | +114 | New | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | No change | 117 | 4 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 106 | 4 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 79 | 3 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | No change | 92 | 3 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -38,805 | -100.0% | Q1 2026 | Apr 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Tempus Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -27,400 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -24,073 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,965 | -100.0% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,018 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -5,002 | -100.0% | Q1 2026 | May 05, 2026 |
| Concentrum Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -5,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,950 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,452 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,213 | -100.0% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -771 | -100.0% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |