PROSHARES TRUST - REGL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,325,942 | 200,984 | 0.01% | 0.01% | 1 | +76,739 | 3.41% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,023,071 | 174,813 | 2.15% | 2.28% | 2 | -77,463 | -3.69% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 711,530 | 61,483 | 0.02% | 0.02% | 3 | +9,974 | 1.42% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 640,146 | 55,315 | 0.01% | 0.02% | 4 | -64,003 | -9.09% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 603,345 | 52,134 | 0.03% | 0.03% | 5 | +27,450 | 4.77% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 543,882 | 46,996 | 0.0% | 0.0% | 6 | +18,790 | 3.58% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 394,726 | 34,108 | 0.01% | 0.01% | 7 | -3,836 | -0.96% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 318,720 | 27,541 | 0.0% | 0.0% | 8 | +29,817 | 10.32% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 302,183 | 26,111 | 0.04% | 0.04% | 9 | +4,885 | 1.64% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 272,152 | 23,516 | 0.0% | 0.0% | 10 | +7,806 | 2.95% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 243,797 | 21,066 | 0.1% | 0.12% | 11 | -20,780 | -7.85% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 228,310 | 19,728 | 2.17% | 2.08% | 12 | +412 | 0.18% | Q1 2026 | Apr 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 227,899 | 19,693 | 0.0% | 0.0% | 13 | +12,455 | 5.78% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 189,586 | 16,382 | 0.02% | 0.02% | 14 | +13,087 | 7.41% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 136,881 | 11,827 | 0.0% | 0.0% | 15 | +1,398 | 1.03% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 127,164 | 10,988 | 0.01% | 0.04% | 16 | -358,319 | -73.81% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 109,839 | 9,510 | 0.01% | 0.01% | 17 | -9,527 | -7.98% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 107,502 | 9,331 | 0.16% | 0.15% | 18 | +11,308 | 11.76% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 104,580 | 9,037 | 0.09% | 0.38% | 19 | -298,978 | -74.09% | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 99,759 | 8,401 | 0.54% | 0.54% | 20 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 96,321 | 8,323 | 3.61% | 3.36% | 21 | +5,706 | 6.3% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 86,495 | 7,350 | 0.0% | 0.0% | 22 | +7,692 | 9.76% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 81,953 | 7,081 | 0.52% | 0.49% | 23 | +5,657 | 7.41% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 77,681 | 6,712 | 0.02% | 0.02% | 24 | -387 | -0.5% | Q1 2026 | Apr 30, 2026 |
| Bucket List Wealth Management, LLC | History | New | 75,915 | 6,559 | 3.95% | — | 25 | +75,915 | New | Q1 2026 | May 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 72,739 | 6,285 | 0.03% | 0.02% | 26 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 66,477 | 5,744 | 0.01% | 0.01% | 27 | +1,581 | 2.44% | Q1 2026 | Apr 22, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 60,221 | 5,203 | 0.22% | 0.23% | 28 | -3,854 | -6.01% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 56,909 | 4,917 | 0.36% | 0.33% | 29 | +228 | 0.4% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 56,694 | 4,898 | 0.18% | 0.14% | 30 | +11,861 | 26.46% | Q1 2026 | May 14, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 56,488 | 4,881 | 0.5% | 0.47% | 31 | +1,723 | 3.15% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 56,401 | 4,873 | 0.01% | 0.0% | 32 | +17,867 | 46.37% | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 56,326 | 4,867 | 0.27% | 0.28% | 33 | -1,067 | -1.86% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 53,626 | 4,634 | 0.53% | 0.51% | 34 | +35 | 0.07% | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 51,300 | 4,432 | 0.0% | 0.01% | 35 | +1,800 | 3.64% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 50,324 | 4,348 | 0.03% | 0.03% | 36 | +12,114 | 31.7% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 48,766 | 4,213 | 0.02% | 0.02% | 37 | +1,888 | 4.03% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 44,750 | 3,866 | 0.06% | 0.06% | 38 | -1,167 | -2.54% | Q1 2026 | Apr 27, 2026 |
| Avant Capital LLC | History | Reduced | 43,726 | 3,778 | 2.66% | 2.6% | 39 | -1,224 | -2.72% | Q1 2026 | May 12, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 42,721 | 3,691 | 0.67% | 0.62% | 40 | +3,475 | 8.85% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 39,453 | 3,621 | 0.0% | 0.0% | 41 | -3,028 | -7.13% | Q1 2026 | Apr 27, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 40,148 | 3,469 | 0.93% | 1.03% | 42 | +8,245 | 25.84% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 39,696 | 3,430 | 0.01% | 0.01% | 43 | +1,137 | 2.95% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 39,662 | 3,427 | 0.05% | 0.06% | 44 | +5,354 | 15.61% | Q1 2026 | May 15, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 39,329 | 3,398 | 2.32% | 2.41% | 45 | -1,042 | -2.58% | Q1 2026 | Apr 23, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 38,069 | 3,289 | 0.18% | 0.19% | 46 | -1,373 | -3.48% | Q1 2026 | Apr 24, 2026 |
| United Advisor Group, LLC | History | Reduced | 37,897 | 3,274 | 0.4% | 0.4% | 47 | -521 | -1.36% | Q1 2026 | Apr 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 33,940 | 2,932 | 0.04% | 0.04% | 48 | -3,787 | -10.04% | Q1 2026 | Apr 21, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 31,128 | 2,689 | 0.43% | 0.54% | 49 | -3,344 | -9.7% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 30,569 | 2,641 | 0.04% | 0.04% | 50 | +552 | 1.84% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 29,492 | 2,548 | 0.2% | 0.16% | 51 | +5,481 | 22.83% | Q1 2026 | Apr 22, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 27,724 | 2,395 | 0.31% | 0.34% | 52 | -3,856 | -12.21% | Q1 2026 | Apr 23, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 26,658 | 2,303 | 0.3% | 0.26% | 53 | +1,498 | 5.95% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 26,619 | 2,300 | 0.07% | 0.07% | 54 | +1,028 | 4.02% | Q1 2026 | Apr 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 24,769 | 2,140 | 0.01% | 0.0% | 55 | +16,498 | 199.47% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,826 | 2,058 | 0.0% | 0.0% | 56 | +487 | 2.09% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 23,750 | 2,052 | 0.09% | 0.12% | 57 | -7,063 | -22.92% | Q1 2026 | May 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 22,133 | 1,912 | 0.13% | 0.12% | 58 | -14 | -0.06% | Q1 2026 | May 21, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 21,289 | 1,839 | 1.33% | 1.52% | 59 | -3,392 | -13.74% | Q1 2026 | Apr 17, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 21,005 | 1,815 | 0.43% | 0.32% | 60 | +6,350 | 43.33% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 20,819 | 1,799 | 0.0% | 0.0% | 61 | +7,985 | 62.22% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 19,909 | 1,720 | 0.07% | 0.06% | 62 | -489 | -2.4% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,648 | 1,713 | 0.0% | 0.0% | 63 | -15,475 | -44.06% | Q1 2026 | Apr 08, 2026 |
| PFG Investments, LLC | History | Reduced | 18,467 | 1,595 | 0.07% | 0.08% | 64 | -2,824 | -13.26% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 17,128 | 1,480 | 0.01% | 0.01% | 65 | -38 | -0.22% | Q1 2026 | Apr 24, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 16,670 | 1,440 | 0.8% | 0.77% | 66 | +41 | 0.25% | Q1 2026 | May 08, 2026 |
| MLP3, LLC | History | Added to | 16,583 | 1,432 | 1.58% | 1.52% | 67 | +24 | 0.14% | Q1 2026 | Apr 13, 2026 |
| Royal Capital Wealth Management, LLC | History | Reduced | 16,438 | 1,420 | 0.88% | 0.83% | 68 | -192 | -1.15% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,148 | 1,308 | 0.0% | 0.0% | 69 | -1,455 | -8.76% | Q1 2026 | May 04, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 14,925 | 1,290 | 0.04% | 0.04% | 70 | -465 | -3.02% | Q1 2026 | Apr 21, 2026 |
| Atlas Brown,Inc. | History | Reduced | 14,736 | 1,273 | 0.38% | 0.37% | 71 | -116 | -0.78% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 14,620 | 1,263 | 0.07% | 0.06% | 72 | +567 | 4.03% | Q1 2026 | Apr 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 13,999 | 1,256 | 0.35% | 0.33% | 73 | -204 | -1.44% | Q1 2026 | Apr 30, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 14,360 | 1,240 | 0.02% | 0.17% | 74 | -122,011 | -89.47% | Q1 2026 | Apr 01, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 13,967 | 1,206 | 0.49% | 0.45% | 75 | -80 | -0.57% | Q1 2026 | May 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 13,895 | 1,200 | 0.48% | 0.48% | 76 | +11 | 0.08% | Q1 2026 | Apr 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 11,827 | 1,021 | 0.04% | 0.05% | 77 | -5,782 | -32.84% | Q1 2026 | May 07, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 11,498 | 993 | 0.21% | 0.23% | 78 | -1,031 | -8.23% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 11,475 | 991 | 0.01% | 0.0% | 79 | +5,844 | 103.78% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 11,762 | 990 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 11,102 | 959 | 0.0% | 0.0% | 81 | +2,037 | 22.47% | Q1 2026 | May 12, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 10,988 | 949 | 0.77% | 0.77% | 83 | -561 | -4.86% | Q1 2026 | May 13, 2026 |
| Anson Capital, Inc. | History | Added to | 10,984 | 949 | 0.65% | 0.65% | 82 | +403 | 3.81% | Q1 2026 | May 13, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 10,612 | 916 | 0.6% | 0.43% | 84 | +3,117 | 41.59% | Q1 2026 | Apr 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 10,548 | 911 | 0.05% | 0.07% | 85 | -1,625 | -13.35% | Q1 2026 | Apr 29, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 10,484 | 905 | 0.84% | — | 86 | +10,484 | New | Q1 2026 | May 05, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 10,179 | 879 | 0.29% | 0.28% | 87 | +30 | 0.3% | Q1 2026 | May 08, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 9,981 | 862 | 0.56% | 0.5% | 88 | +1,592 | 18.98% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 9,758 | 843 | 0.01% | 0.01% | 89 | +64 | 0.66% | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 9,580 | 827 | 0.01% | 0.01% | 90 | +3,430 | 55.77% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,488 | 819 | 0.0% | 0.0% | 91 | +4,696 | 98.0% | Q1 2026 | Apr 30, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 9,089 | 785 | 0.18% | 0.22% | 92 | -2,095 | -18.73% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 8,902 | 769 | 0.0% | 0.0% | 93 | +5,174 | 138.79% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Added to | 8,855 | 765 | 0.14% | 0.14% | 94 | +273 | 3.18% | Q1 2026 | May 14, 2026 |
| Clarus Wealth Advisors | History | Added to | 8,718 | 764 | 0.33% | 0.3% | 95 | +355 | 4.24% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,783 | 758 | 0.0% | 0.0% | 96 | -98 | -1.1% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 8,739 | 755 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,717 | 753 | 0.0% | 0.0% | 98 | +3,453 | 65.6% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 8,699 | 751 | 0.0% | 0.0% | 99 | +783 | 9.89% | Q1 2026 | May 15, 2026 |
| Northwest Financial Advisors | History | Reduced | 8,588 | 742 | 1.43% | 1.53% | 100 | -231 | -2.62% | Q1 2026 | Apr 24, 2026 |
| Parcion Private Wealth LLC | History | No change | 8,345 | 721 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 8,231 | 711 | 0.36% | 0.28% | 102 | +1,468 | 21.71% | Q1 2026 | Apr 21, 2026 |
| L & S Advisors Inc | History | Reduced | 8,090 | 699 | 0.09% | 0.07% | 103 | -288 | -3.44% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,077 | 697 | 0.0% | 0.0% | 104 | +108 | 1.36% | Q1 2026 | May 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 7,634 | 693 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,801 | 674 | 0.02% | 0.02% | 106 | -1,355 | -14.8% | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,611 | 657 | 0.01% | 0.01% | 107 | +926 | 13.85% | Q1 2026 | Apr 20, 2026 |
| RDA Financial Network | History | Added to | 7,250 | 626 | 0.16% | 0.14% | 108 | +424 | 6.21% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 7,032 | 592 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,716 | 572 | 0.0% | 0.0% | 110 | +2,258 | 50.65% | Q1 2026 | May 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 6,556 | 566 | 0.06% | — | 111 | +6,556 | New | Q1 2026 | May 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,507 | 562 | 0.01% | 0.01% | 112 | -225 | -3.34% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 6,455 | 557 | 0.01% | 0.01% | 113 | -411 | -5.99% | Q1 2026 | May 04, 2026 |
| Westfuller Advisors, LLC | History | Added to | 6,451 | 557 | 0.24% | 0.22% | 114 | +39 | 0.61% | Q1 2026 | Apr 28, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 6,226 | 537 | 0.27% | 0.15% | 115 | -57 | -0.91% | Q1 2026 | Apr 20, 2026 |
| Mystic Asset Management, Inc. | History | No change | 5,945 | 513 | 0.12% | 0.11% | 116 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| S.A. Mason LLC | History | Added to | 5,884 | 508 | 0.19% | 0.19% | 117 | +125 | 2.17% | Q1 2026 | Apr 27, 2026 |
| WESBANCO BANK INC | History | No change | 5,801 | 501 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| tru Independence LLC | History | Reduced | 5,769 | 498 | 0.25% | 0.12% | 119 | -77 | -1.32% | Q1 2026 | Apr 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 5,671 | 490 | 0.05% | 0.06% | 120 | -299 | -5.01% | Q1 2026 | Apr 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,607 | 484 | 0.0% | 0.0% | 121 | +700 | 14.27% | Q1 2026 | Apr 15, 2026 |
| TICINO WEALTH | History | Reduced | 5,402 | 471 | 0.16% | 0.18% | 122 | -427 | -7.33% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,308 | 458 | 0.02% | 0.02% | 123 | +36 | 0.68% | Q1 2026 | Apr 20, 2026 |
| HEADINVEST, LLC | History | Reduced | 5,217 | 450 | 0.09% | 0.1% | 124 | -500 | -8.75% | Q1 2026 | May 15, 2026 |
| PSI Advisors, LLC | History | Added to | 5,121 | 442 | 0.11% | 0.11% | 125 | +95 | 1.89% | Q1 2026 | May 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 5,018 | 433 | 0.18% | 0.17% | 126 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 5,126 | 431 | 0.13% | 0.13% | 127 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 4,922 | 425 | 0.12% | 0.13% | 128 | -260 | -5.02% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,885 | 422 | 0.0% | — | 130 | +4,885 | New | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,882 | 422 | 0.01% | 0.01% | 129 | -346 | -6.62% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 4,858 | 419 | 0.01% | 0.01% | 131 | +39 | 0.81% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,679 | 404 | 0.02% | 0.02% | 132 | -148 | -3.07% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 4,582 | 395 | 0.01% | 0.01% | 133 | -511 | -10.03% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 4,527 | 391 | 0.13% | 0.12% | 134 | +322 | 7.66% | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,521 | 390 | 0.0% | — | 135 | +4,521 | New | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 4,622 | 389 | 0.0% | 0.0% | 136 | +12 | 0.26% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 4,477 | 386 | 0.02% | 0.02% | 137 | +61 | 1.38% | Q1 2026 | Apr 13, 2026 |
| Patten Group, Inc. | History | Added to | 4,356 | 376 | 0.07% | 0.06% | 138 | +259 | 6.32% | Q1 2026 | Apr 24, 2026 |
| KPP Advisory Services LLC | History | Added to | 4,311 | 372 | 0.05% | 0.05% | 140 | +1 | 0.02% | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,314 | 372 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 4,250 | 367 | 0.03% | 0.03% | 141 | -190 | -4.28% | Q1 2026 | Apr 23, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 4,219 | 364 | 0.29% | 0.31% | 142 | +8 | 0.19% | Q1 2026 | May 15, 2026 |
| Well Done, LLC | History | No change | 4,194 | 362 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 4,187 | 361 | 0.24% | 0.26% | 144 | -366 | -8.04% | Q1 2026 | Apr 21, 2026 |
| TriaGen Wealth Management LLC | History | No change | 4,165 | 359 | 0.1% | 0.09% | 145 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 4,125 | 356 | 0.08% | 0.08% | 146 | +11 | 0.27% | Q1 2026 | Apr 17, 2026 |
| RAM Investment Partners, LLC | History | New | 4,100 | 354 | 0.06% | — | 147 | +4,100 | New | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | No change | 4,063 | 351 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,017 | 348 | 0.0% | 0.0% | 149 | +3,618 | 906.77% | Q1 2026 | Apr 07, 2026 |
| Hartford Financial Management Inc. | History | No change | 4,000 | 345 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WMS Group LLC | History | No change | 4,000 | 345 | 0.5% | 0.43% | 151 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Montis Financial, LLC | History | Added to | 3,947 | 341 | 0.07% | 0.05% | 153 | +795 | 25.22% | Q1 2026 | May 11, 2026 |
| Essex Bank | History | Reduced | 3,958 | 341 | 0.08% | 0.07% | 152 | -18 | -0.45% | Q1 2026 | Apr 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 3,870 | 329 | 0.02% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 3,701 | 319 | 0.13% | 0.12% | 155 | +222 | 6.38% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,500 | 302 | 0.0% | 0.0% | 156 | -144 | -3.95% | Q1 2026 | May 15, 2026 |
| Martin Capital Partners, LLC | History | Added to | 3,480 | 301 | 0.11% | 0.11% | 157 | +50 | 1.46% | Q1 2026 | Apr 07, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 3,475 | 300 | 0.01% | 0.01% | 158 | +825 | 31.13% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,464 | 299 | 0.0% | 0.0% | 159 | -7,033 | -67.0% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 3,470 | 299 | 0.24% | 0.23% | 160 | -50 | -1.42% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Reduced | 3,443 | 297 | 0.0% | 0.0% | 161 | -2,291 | -39.95% | Q1 2026 | May 13, 2026 |
| Rossmore Private Capital | History | No change | 3,425 | 295 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Moors & Cabot, Inc. | History | No change | 3,372 | 291 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,200 | 285 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,303 | 285 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,235 | 279 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| American Money Management, LLC | History | Reduced | 3,221 | 278 | 0.04% | 0.04% | 167 | -105 | -3.16% | Q1 2026 | May 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 3,176 | 274 | 0.08% | 0.13% | 169 | -1,993 | -38.56% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | No change | 3,175 | 274 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | New | 3,077 | 265 | 0.0% | — | 170 | +3,077 | New | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 2,917 | 252 | 0.03% | — | 171 | +2,917 | New | Q1 2026 | May 11, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 2,780 | 250 | 0.1% | 0.11% | 172 | -5 | -0.18% | Q1 2026 | Apr 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,855 | 246 | 0.0% | 0.0% | 173 | +17 | 0.6% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 2,666 | 230 | 0.01% | 0.0% | 174 | +1,507 | 130.03% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | No change | 2,631 | 227 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 2,604 | 225 | 0.05% | 0.05% | 176 | +102 | 4.08% | Q1 2026 | May 15, 2026 |
| Fortis Capital Management LLC | History | Added to | 2,581 | 223 | 0.02% | 0.03% | 177 | +15 | 0.58% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 2,529 | 218 | 0.01% | 0.01% | 179 | -849 | -25.13% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,533 | 218 | 0.01% | 0.01% | 178 | -627 | -19.84% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 2,509 | 216 | 0.01% | 0.01% | 180 | +6 | 0.24% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | No change | 2,500 | 216 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 2,482 | 214 | 0.11% | 0.11% | 182 | +10 | 0.4% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Reduced | 2,443 | 211 | 0.01% | 0.03% | 183 | -4,818 | -66.35% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 2,417 | 208 | 0.01% | 0.01% | 184 | -948 | -28.17% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisory Group | History | Reduced | 2,418 | 208 | 0.16% | 0.19% | 185 | -580 | -19.35% | Q1 2026 | Apr 29, 2026 |
| Sovran Advisors, LLC | History | No change | 2,269 | 206 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 2,360 | 203 | 0.11% | 0.12% | 187 | -271 | -10.3% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,349 | 202 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HOWE & RUSLING INC | History | Added to | 2,277 | 196 | 0.01% | 0.01% | 189 | +437 | 23.75% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,186 | 188 | 0.0% | 0.0% | 190 | +2,032 | 1319.48% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | No change | 2,025 | 174 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CWM, LLC | History | Added to | 1,759 | 152 | 0.0% | 0.0% | 192 | +2 | 0.11% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,439 | 121 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,435 | 120 | 0.1% | 0.1% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,392 | 120 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,370 | 118 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,344 | 116 | 0.0% | 0.0% | 198 | +697 | 107.73% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,350 | 116 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Reduced | 1,333 | 115 | 0.0% | 0.0% | 199 | -31 | -2.27% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,037 | 90 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,027 | 87 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,005 | 86 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 896 | 77 | 0.01% | — | 203 | +896 | New | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | No change | 842 | 72 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 828 | 71 | 0.0% | 0.0% | 205 | +684 | 475.0% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 815 | 70 | 0.01% | — | 206 | +815 | New | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 798 | 68 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 687 | 59 | 0.0% | 0.0% | 208 | -130 | -15.91% | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | No change | 611 | 52 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | No change | 450 | 37 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 34 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 382 | 33 | 0.0% | 0.0% | 212 | -20 | -4.98% | Q1 2026 | Apr 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 380 | 32 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BFSG, LLC | History | No change | 351 | 30 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 328 | 27 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunrise Financial Services, LLC | History | No change | 270 | 23 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 254 | 22 | 0.0% | 0.0% | 217 | +97 | 61.78% | Q1 2026 | Apr 27, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 261 | 22 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CENTRAL TRUST Co | History | No change | 222 | 19 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MidFirst Bank | History | No change | 222 | 19 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 217 | 18 | 0.0% | 0.0% | 222 | -3,939 | -94.78% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 217 | 18 | 0.0% | 0.0% | 221 | +26 | 13.61% | Q1 2026 | May 06, 2026 |
| Napier Financial, LLC | History | New | 204 | 17 | 0.0% | — | 223 | +204 | New | Q1 2026 | May 05, 2026 |
| Signature Equity Partners, LLC | History | Added to | 196 | 16 | 0.01% | 0.01% | 225 | +1 | 0.51% | Q1 2026 | May 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 192 | 16 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 180 | 15 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Nemes Rush Group LLC | History | No change | 177 | 15 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Copia Wealth Management | History | No change | 167 | 14 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 148 | 12 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 142 | 12 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | New | 134 | 11 | 0.0% | — | 232 | +134 | New | Q1 2026 | May 14, 2026 |
| COUNTRY TRUST BANK | History | No change | 130 | 11 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 120 | 10 | 0.0% | — | 233 | +120 | New | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 98 | 8 | 0.0% | 0.0% | 235 | +8 | 8.89% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 100 | 8 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PlanVest Financial, Inc | History | New | 88 | 7 | 0.01% | — | 238 | +88 | New | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 87 | 7 | 0.0% | — | 237 | +87 | New | Q1 2026 | May 08, 2026 |
| First Command Advisory Services, Inc. | History | No change | 85 | 7 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Key Capital Management, INC | History | New | 32 | 2 | 0.0% | — | 240 | +32 | New | Q1 2026 | May 07, 2026 |
| Main Street Group, LTD | History | New | 15 | 1 | 0.0% | — | 242 | +15 | New | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 12 | 1 | 0.0% | — | 241 | +12 | New | Q1 2026 | May 15, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.73% | — | -24,237 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,527 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,205 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,605 | -100.0% | Q1 2026 | May 14, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,049 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,893 | -100.0% | Q1 2026 | May 12, 2026 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,939 | -100.0% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4 | 0 | — | 0.01% | — | -2,913 | -99.86% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,571 | -100.0% | Q1 2026 | May 04, 2026 |
| CHAPIN DAVIS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,390 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -595 | -100.0% | Q1 2026 | May 11, 2026 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -468 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -216 | -100.0% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q1 2026 | Apr 22, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 19, 2026 |
| Coston, McIsaac & Partners | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |