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 | No change | 21,699,028 | 939,133 | 0.21% | 0.21% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 14,858,722 | 643,087 | 0.13% | 0.13% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 7,054,701 | 305,327 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,877,632 | 254,383 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,246,488 | 227,068 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,221,231 | 145,245 | 0.19% | 0.2% | 6 | -387,517 | -10.74% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,279,198 | 141,949 | 0.17% | 0.17% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,879,237 | 124,613 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Added to | 2,437,856 | 109,922 | 1.57% | 1.44% | 9 | +26,538 | 1.1% | Q3 2026 | Oct 08, 2026 |
| Bogart Wealth, LLC | History | No change | 2,339,266 | 101,243 | 3.47% | 3.47% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Investment Management, LLC | History | No change | 2,139,839 | 92,612 | 3.35% | 3.35% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 1,642,547 | 74,062 | 5.08% | 5.31% | 12 | -32,550 | -1.94% | Q3 2026 | Oct 20, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,681,628 | 72,780 | 1.47% | 1.47% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,664,390 | 72,034 | 0.73% | 0.73% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 1,478,365 | 63,983 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,216,813 | 54,866 | 1.24% | 1.2% | 16 | +83,945 | 7.41% | Q3 2026 | Nov 04, 2026 |
| Drake & Associates, LLC | History | No change | 1,252,310 | 54,199 | 9.13% | 9.13% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,118,264 | 48,399 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,050,976 | 45,223 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mason & Associates Inc | History | No change | 1,008,482 | 43,647 | 7.05% | 7.05% | 20 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,000,912 | 42,778 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 895,392 | 40,373 | 11.41% | 10.56% | 22 | +38,454 | 4.49% | Q3 2026 | Oct 29, 2026 |
| UBS Group AG | History | No change | 864,328 | 37,408 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stadion Money Management, LLC | History | No change | 791,168 | 34,241 | 2.95% | 2.95% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 765,762 | 33,142 | 3.3% | 3.3% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 707,539 | 30,622 | 14.57% | 14.57% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 595,285 | 25,763 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trajan Wealth LLC | History | No change | 533,754 | 23,100 | 0.87% | 0.87% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 532,297 | 23,037 | 0.73% | 0.73% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 511,314 | 22,129 | 10.92% | 10.92% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 488,661 | 22,033 | 2.64% | 2.58% | 31 | +20,147 | 4.3% | Q3 2026 | Oct 28, 2026 |
| Retirement Management Systems Inc. | History | No change | 493,262 | 21,348 | 4.37% | 4.37% | 32 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUN LIFE FINANCIAL INC | History | No change | 478,020 | 20,689 | 1.06% | 1.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 467,530 | 20,235 | 0.78% | 0.78% | 34 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 444,908 | 20,060 | 1.1% | 1.13% | 35 | +8,709 | 2.0% | Q3 2026 | Oct 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 443,545 | 19,999 | 0.21% | 0.21% | 36 | +11,096 | 2.57% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 396,109 | 17,860 | 0.05% | 0.05% | 37 | +15,762 | 4.14% | Q3 2026 | Nov 02, 2026 |
| Essex Financial Services, Inc. | History | No change | 391,776 | 16,956 | 0.84% | 0.84% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 363,628 | 16,396 | 0.04% | 0.03% | 39 | +23,156 | 6.8% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 353,993 | 15,320 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 347,443 | 15,037 | 1.49% | 1.49% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KWB Wealth | History | Reduced | 319,750 | 14,417 | 1.23% | 2.35% | 42 | -315,960 | -49.7% | Q3 2026 | Oct 16, 2026 |
| CITIGROUP INC | History | Added to | 267,420 | 12,057 | 0.0% | 0.0% | 43 | +29,852 | 12.57% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 272,045 | 11,774 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bensler, LLC | History | Added to | 252,163 | 11,370 | 1.07% | 0.95% | 45 | +3,765 | 1.52% | Q3 2026 | Nov 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 259,027 | 11,210 | 0.44% | 0.44% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 244,312 | 11,016 | 1.79% | 1.71% | 47 | +7,856 | 3.32% | Q3 2026 | Oct 08, 2026 |
| DAGCO, INC. | History | Added to | 235,924 | 10,637 | 1.85% | 1.44% | 48 | +55,801 | 30.98% | Q3 2026 | Oct 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 229,615 | 10,353 | 0.05% | 0.05% | 49 | +5,671 | 2.53% | Q3 2026 | Oct 14, 2026 |
| Snider Financial Group | History | Reduced | 219,194 | 9,883 | 2.38% | 2.49% | 50 | -6,503 | -2.88% | Q3 2026 | Oct 16, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 214,221 | 9,659 | 2.29% | 2.08% | 51 | +16,340 | 8.26% | Q3 2026 | Nov 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 213,304 | 9,231 | 0.34% | 0.34% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atria Investments, Inc | History | Reduced | 194,951 | 8,790 | 0.09% | 0.08% | 53 | -484 | -0.25% | Q3 2026 | Oct 15, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 192,408 | 8,327 | 3.25% | 3.25% | 54 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | No change | 176,423 | 7,635 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 171,662 | 7,429 | 4.05% | 4.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 187,686 | 7,316 | 0.12% | 0.12% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 146,366 | 6,334 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 138,759 | 6,330 | 0.44% | 0.4% | 59 | +17,749 | 14.67% | Q3 2026 | Oct 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 144,257 | 6,243 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| R2 Capital Strategies, LLC | History | Added to | 137,279 | 6,189 | 2.63% | 2.37% | 61 | +16,417 | 13.58% | Q3 2026 | Oct 15, 2026 |
| Western Wealth Management, LLC | History | No change | 138,485 | 5,993 | 0.2% | 0.2% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 136,770 | 5,919 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 130,298 | 5,875 | 1.67% | 1.65% | 64 | -2,771 | -2.08% | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 120,255 | 5,501 | 0.01% | 0.01% | 65 | -19,628 | -14.03% | Q3 2026 | Oct 13, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 115,256 | 5,196 | 2.33% | 2.4% | 66 | -3,189 | -2.69% | Q3 2026 | Nov 04, 2026 |
| Brown Financial Advisors | History | No change | 114,939 | 4,974 | 1.74% | 1.74% | 67 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| RDA Financial Network | History | Reduced | 106,304 | 4,793 | 1.04% | 1.02% | 68 | -2,217 | -2.04% | Q3 2026 | Oct 15, 2026 |
| Paladin Wealth, LLC | History | Added to | 95,111 | 4,288 | 2.32% | 2.34% | 69 | +1,960 | 2.1% | Q3 2026 | Oct 23, 2026 |
| Equitable Holdings, Inc. | History | No change | 93,399 | 4,042 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 90,471 | 3,915 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 81,616 | 3,532 | 0.2% | 0.2% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 81,137 | 3,511 | 0.21% | 0.21% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 75,425 | 3,264 | 0.26% | 0.26% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 71,221 | 3,082 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fermata Advisors, LLC | History | Reduced | 68,163 | 3,073 | 0.59% | 0.83% | 76 | -26,319 | -27.86% | Q3 2026 | Oct 09, 2026 |
| Mattson Financial Services, LLC | History | No change | 60,917 | 2,719 | 0.57% | 0.57% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 60,901 | 2,635 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 57,776 | 2,605 | 0.44% | 0.35% | 79 | -6,544 | -10.17% | Q3 2026 | Oct 26, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 57,519 | 2,593 | 0.8% | 0.65% | 80 | +286 | 0.5% | Q3 2026 | Oct 20, 2026 |
| First Growth Capital LLC | History | Added to | 57,190 | 2,578 | 2.08% | 1.82% | 81 | +1,819 | 3.29% | Q3 2026 | Oct 15, 2026 |
| LM Advisors LLC | History | No change | 58,030 | 2,512 | 0.29% | 0.29% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | Added to | 54,093 | 2,439 | 0.93% | 0.86% | 83 | +573 | 1.07% | Q3 2026 | Oct 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 51,761 | 2,333 | 0.0% | 0.0% | 84 | -43 | -0.08% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 51,261 | 2,311 | 0.04% | 0.04% | 85 | -205 | -0.4% | Q3 2026 | Oct 16, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 51,595 | 2,233 | 0.11% | 0.11% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 50,729 | 2,195 | 0.13% | 0.13% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pines Wealth Management, LLC | History | Added to | 46,888 | 2,114 | 0.6% | 0.55% | 88 | +2,561 | 5.78% | Q3 2026 | Oct 21, 2026 |
| Summit Financial, LLC | History | No change | 45,617 | 1,974 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 44,842 | 1,940 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 39,218 | 1,768 | 0.06% | — | 91 | +39,218 | New | Q3 2026 | Oct 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 39,750 | 1,720 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 36,258 | 1,634 | 0.02% | — | 93 | +36,258 | New | Q3 2026 | Oct 23, 2026 |
| Axis Wealth Partners, LLC | History | No change | 35,103 | 1,519 | 0.73% | 0.73% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 32,073 | 1,388 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 30,177 | 1,306 | 0.48% | 0.48% | 96 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Magnus Financial Group LLC | History | New | 28,910 | 1,303 | 0.09% | — | 97 | +28,910 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,867 | 1,301 | 0.01% | 0.01% | 98 | +5,085 | 21.38% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 28,499 | 1,285 | 0.05% | 0.05% | 99 | -389 | -1.35% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 28,433 | 1,230 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 27,031 | 1,169 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | Reduced | 25,808 | 1,163 | 0.13% | 0.11% | 102 | -3,166 | -10.93% | Q3 2026 | Nov 02, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 24,174 | 1,089 | 0.5% | 0.53% | 103 | -400 | -1.63% | Q3 2026 | Oct 15, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 22,897 | 1,032 | 0.67% | 0.64% | 104 | -81 | -0.35% | Q3 2026 | Oct 27, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 22,263 | 963 | 0.28% | 0.28% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 20,255 | 913 | 0.02% | 0.01% | 106 | -536 | -2.58% | Q3 2026 | Oct 28, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 19,653 | 886 | 0.28% | 0.32% | 107 | -3,330 | -14.49% | Q3 2026 | Nov 02, 2026 |
| Palumbo Wealth Management LLC | History | No change | 20,455 | 885 | 0.19% | 0.19% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | New | 19,121 | 862 | 0.01% | — | 109 | +19,121 | New | Q3 2026 | Oct 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 19,037 | 858 | 0.08% | 0.08% | 110 | -1,379 | -6.75% | Q3 2026 | Oct 14, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 17,684 | 797 | 0.26% | 0.28% | 111 | -610 | -3.33% | Q3 2026 | Oct 23, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 15,614 | 704 | 0.19% | 0.19% | 112 | -1,292 | -7.64% | Q3 2026 | Oct 15, 2026 |
| Richmond Investment Services, LLC | History | No change | 15,083 | 680 | 0.22% | 0.21% | 113 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 14,549 | 656 | 0.03% | 0.03% | 114 | -1,980 | -11.98% | Q3 2026 | Nov 05, 2026 |
| Advisory Services Network, LLC | History | No change | 14,973 | 648 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Reduced | 14,343 | 646 | 0.02% | 0.02% | 116 | -1,066 | -6.92% | Q3 2026 | Oct 23, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 14,309 | 645 | 0.18% | 0.23% | 117 | -5,106 | -26.3% | Q3 2026 | Oct 13, 2026 |
| Van Diest Capital, LLC | History | No change | 14,839 | 642 | 0.58% | 0.58% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 14,490 | 627 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 14,410 | 623 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 13,696 | 617 | 1.01% | 0.52% | 121 | -19,611 | -58.88% | Q3 2026 | Oct 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 13,945 | 603 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 13,768 | 595 | 0.19% | 0.19% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 13,672 | 591 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 13,089 | 590 | 0.03% | 0.04% | 125 | -1,487 | -10.2% | Q3 2026 | Nov 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 13,055 | 588 | 0.06% | 0.06% | 126 | -1,649 | -11.21% | Q3 2026 | Oct 14, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 12,945 | 583 | 0.35% | 0.33% | 127 | -163 | -1.24% | Q3 2026 | Oct 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 13,362 | 578 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 13,333 | 577 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oxinas Partners, LLC | History | No change | 13,150 | 569 | 0.22% | 0.22% | 130 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 13,085 | 566 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 11,691 | 527 | 0.0% | 0.0% | 132 | -1,315 | -10.11% | Q3 2026 | Nov 02, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 11,263 | 487 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,595 | 479 | 0.0% | 0.0% | 134 | -969 | -8.38% | Q3 2026 | Nov 05, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 9,988 | 450 | 0.51% | 0.53% | 135 | -215 | -2.11% | Q3 2026 | Oct 21, 2026 |
| Empirical Asset Management, LLC | History | No change | 10,388 | 449 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,926 | 447 | 0.02% | 0.02% | 137 | +597 | 6.4% | Q3 2026 | Nov 04, 2026 |
| Cedrus Wealth Group LLC | History | No change | 10,101 | 437 | 0.38% | 0.38% | 138 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Balance Wealth Partners LLC | History | Added to | 9,221 | 415 | 0.1% | 0.1% | 139 | +513 | 5.89% | Q3 2026 | Oct 27, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 8,547 | 369 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | No change | 8,443 | 365 | 0.35% | 0.35% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carroll Advisory Group, LLC | History | New | 8,069 | 363 | 0.11% | — | 142 | +8,069 | New | Q3 2026 | Oct 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,144 | 352 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Services, LLC | History | No change | 7,943 | 343 | 0.21% | 0.21% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 7,576 | 341 | 0.0% | 0.0% | 145 | -395 | -4.96% | Q3 2026 | Nov 05, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 7,670 | 331 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | New | 7,313 | 328 | 0.0% | — | 147 | +7,313 | New | Q3 2026 | Nov 04, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 7,231 | 326 | 0.21% | 0.24% | 148 | -977 | -11.9% | Q3 2026 | Oct 20, 2026 |
| Trexquant Investment LP | History | No change | 7,519 | 325 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 7,440 | 322 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 6,796 | 306 | 0.03% | 0.03% | 151 | -934 | -12.08% | Q3 2026 | Oct 19, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,010 | 303 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 6,655 | 300 | 0.17% | 0.16% | 153 | +92 | 1.4% | Q3 2026 | Oct 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,644 | 299 | 0.01% | — | 154 | +6,644 | New | Q3 2026 | Oct 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,252 | 281 | 0.0% | 0.0% | 155 | +1 | 0.02% | Q3 2026 | Nov 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,417 | 277 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,041 | 261 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BostonPremier Wealth LLC | History | No change | 5,759 | 259 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,512 | 248 | 0.0% | 0.0% | 159 | -440 | -7.39% | Q3 2026 | Oct 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 5,394 | 243 | 0.02% | — | 160 | +5,394 | New | Q3 2026 | Oct 14, 2026 |
| Meritas Wealth Management, LLC | History | New | 5,200 | 234 | 0.08% | — | 161 | +5,200 | New | Q3 2026 | Oct 14, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 5,273 | 228 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concentrum Wealth Management | History | No change | 5,000 | 216 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Copley Financial Group, Inc. | History | No change | 4,959 | 214 | 0.13% | 0.13% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,909 | 212 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,916 | 212 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,911 | 212 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 4,626 | 208 | 0.07% | 0.07% | 168 | -39 | -0.84% | Q3 2026 | Oct 20, 2026 |
| Atlas Private Wealth Advisors | History | New | 4,542 | 204 | 0.04% | — | 169 | +4,542 | New | Q3 2026 | Oct 23, 2026 |
| Graney & King, LLC | History | No change | 3,773 | 163 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 2,463 | 106 | 0.06% | 0.06% | 171 | 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% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,935 | 83 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,719 | 77 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Latitude Advisors, LLC | History | New | 1,618 | 72 | 0.02% | — | 175 | +1,618 | New | Q3 2026 | Oct 27, 2026 |
| Community Financial Services Group, LLC | History | No change | 1,443 | 65 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Larson Financial Group LLC | History | No change | 1,429 | 64 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 1,417 | 61 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,146 | 51 | 0.0% | 0.0% | 179 | +21 | 1.87% | Q3 2026 | Oct 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 1,017 | 45 | 0.02% | 0.02% | 180 | -1 | -0.1% | Q3 2026 | Oct 27, 2026 |
| TRUST CO OF VERMONT | History | No change | 893 | 40 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 758 | 32 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Archer Investment Corp | History | No change | 649 | 29 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 405 | 18 | 0.02% | — | 184 | +405 | New | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | Added to | 331 | 14 | 0.0% | 0.0% | 186 | +107 | 47.77% | Q3 2026 | Oct 21, 2026 |
| VANGUARD ADVISERS INC | History | No change | 333 | 14 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAYBAN | History | No change | 313 | 13 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Richardson Capital Management LLC | History | No change | 276 | 12 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 208 | 9 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 181 | 8 | 0.0% | — | 190 | +181 | New | Q3 2026 | Oct 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 106 | 4 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Nova Financial LLC | History | New | 55 | 2 | 0.0% | — | 193 | +55 | New | Q3 2026 | Nov 04, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 5.97% | — | -1,202,547 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Prosperity Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.69% | — | -51,260 | -100.0% | Q3 2026 | Oct 29, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,095 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,141 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Raleigh Capital Management Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |