Global X Funds - RYLD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 31 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 3,169,227 | 48,489 | 0.01% | 0.01% | 1 | -38,200 | -1.19% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,572,759 | 39,363 | 0.0% | 0.0% | 2 | +321,755 | 14.29% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,228,420 | 34,094 | 0.0% | 0.0% | 3 | +43,482 | 1.99% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,116,212 | 17,108 | 0.0% | 0.0% | 4 | -223 | -0.02% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,012,644 | 15,493 | 0.0% | 0.0% | 5 | +39,830 | 4.09% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 831,825 | 12,726 | 0.33% | 0.51% | 6 | -177,809 | -17.61% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 795,231 | 12,167 | 0.0% | 0.0% | 7 | -124,099 | -13.5% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 763,458 | 11,680 | 0.01% | 0.01% | 8 | +239,743 | 45.78% | Q4 2025 | Feb 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 633,517 | 9,692 | 0.71% | 0.79% | 9 | +21,618 | 3.53% | Q4 2025 | Feb 02, 2026 |
| Brookstone Capital Management | History | Added to | 552,522 | 8,453 | 0.1% | 0.1% | 10 | +21,922 | 4.13% | Q4 2025 | Jan 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 533,843 | 8,167 | 0.0% | 0.0% | 11 | -27,445 | -4.89% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 459,980 | 7,038 | 0.0% | — | 12 | +459,980 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 374,563 | 5,731 | 0.01% | 0.01% | 13 | -98,777 | -20.87% | Q4 2025 | Feb 17, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 320,581 | 4,904 | 1.09% | 1.66% | 14 | -107,975 | -25.2% | Q4 2025 | Feb 09, 2026 |
| Venture Visionary Partners LLC | History | Added to | 280,947 | 4,298 | 0.14% | 0.14% | 15 | +12,907 | 4.82% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 280,831 | 4,296 | 0.07% | — | 16 | +280,831 | New | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 251,720 | 3,851 | 0.0% | 0.0% | 17 | +37,377 | 17.44% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 239,337 | 3,661 | 0.02% | 0.02% | 18 | -42,861 | -15.19% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 239,094 | 3,658 | 0.01% | 0.01% | 19 | +23,705 | 11.01% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 222,194 | 3,399 | 0.23% | 0.31% | 20 | -70,065 | -23.97% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 177,939 | 2,779 | 0.0% | 0.0% | 21 | -7,566 | -4.08% | Q4 2025 | Jan 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 175,605 | 2,686 | 0.01% | 0.01% | 22 | +3,092 | 1.79% | Q4 2025 | Feb 18, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 145,341 | 2,223 | 0.24% | 0.23% | 23 | -1,766 | -1.2% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Added to | 141,492 | 2,164 | 0.04% | 0.04% | 24 | +4,828 | 3.53% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 139,690 | 2,137 | 0.02% | 0.03% | 25 | -10,335 | -6.89% | Q4 2025 | Jan 20, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 138,696 | 2,122 | 0.33% | 0.31% | 26 | +2,706 | 1.99% | Q4 2025 | Jan 21, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | No change | 131,168 | 2,006 | 1.09% | 1.11% | 27 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Palacios Wealth Management, LLC | History | Reduced | 129,964 | 1,988 | 1.52% | 3.15% | 28 | -187,550 | -59.07% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 128,559 | 1,967 | 0.0% | 0.0% | 29 | +64,503 | 100.7% | Q4 2025 | Feb 11, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 113,140 | 1,702 | 0.25% | 0.29% | 30 | -12,099 | -9.66% | Q4 2025 | Jan 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 129,249 | 1,663 | 0.04% | 0.04% | 31 | -9,306 | -6.72% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 103,859 | 1,589 | 0.01% | 0.0% | 32 | +102,084 | 5751.21% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 101,688 | 1,555 | 0.01% | 0.01% | 33 | +89 | 0.09% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 92,810 | 1,419 | 0.03% | 0.04% | 34 | -13,259 | -12.5% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 92,532 | 1,415 | 0.0% | 0.0% | 35 | -621 | -0.67% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 91,063 | 1,393 | 0.03% | 0.04% | 36 | -9,869 | -9.78% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 90,964 | 1,392 | 0.0% | 0.0% | 37 | -10,991 | -10.78% | Q4 2025 | Feb 05, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 78,513 | 1,201 | 0.28% | 0.34% | 38 | -14,344 | -15.45% | Q4 2025 | Jan 23, 2026 |
| SageGuard Financial Group, LLC | History | New | 77,265 | 1,182 | 0.19% | — | 39 | +77,265 | New | Q4 2025 | Jan 27, 2026 |
| Triumph Capital Management | History | Reduced | 74,466 | 1,139 | 0.25% | 0.3% | 40 | -347 | -0.46% | Q4 2025 | Feb 12, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 59,940 | 917 | 1.39% | 1.36% | 41 | +1,657 | 2.84% | Q4 2025 | Feb 09, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 58,130 | 889 | 0.1% | 0.12% | 42 | -12,200 | -17.35% | Q4 2025 | Mar 03, 2026 |
| OneAscent Family Office, LLC | History | Added to | 56,595 | 865 | 0.59% | 0.41% | 43 | +22,659 | 66.77% | Q4 2025 | Feb 11, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 54,871 | 839 | 0.05% | 0.06% | 44 | -4,597 | -7.73% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 51,045 | 780 | 0.0% | 0.0% | 45 | -28,343 | -35.7% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 50,977 | 779 | 0.0% | 0.0% | 46 | +27,563 | 117.72% | Q4 2025 | Mar 16, 2026 |
| Garner Asset Management Corp | History | Reduced | 50,121 | 766 | 0.29% | 0.33% | 47 | -3,550 | -6.61% | Q4 2025 | Feb 03, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 49,762 | 761 | 0.38% | 0.3% | 48 | +9,181 | 22.62% | Q4 2025 | Feb 12, 2026 |
| Abel Hall, LLC | History | No change | 49,000 | 749 | 0.17% | 0.3% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 48,713 | 745 | 0.01% | 0.01% | 50 | +14,364 | 41.82% | Q4 2025 | Feb 05, 2026 |
| Fiduciary Alliance LLC | History | Added to | 48,724 | 745 | 0.05% | 0.04% | 51 | +9,181 | 23.22% | Q4 2025 | Jan 22, 2026 |
| PFG Investments, LLC | History | Reduced | 46,861 | 716 | 0.03% | 0.05% | 52 | -22,050 | -32.0% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 44,974 | 688 | 0.02% | 0.01% | 53 | +14,034 | 45.36% | Q4 2025 | Jan 09, 2026 |
| Trilogy Capital Inc. | History | Reduced | 42,620 | 652 | 0.03% | 0.03% | 54 | -501 | -1.16% | Q4 2025 | Jan 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 41,120 | 629 | 0.01% | 0.04% | 55 | -94,074 | -69.58% | Q4 2025 | Feb 05, 2026 |
| PMG Family Office LLC | History | Reduced | 40,976 | 626 | 0.72% | 0.96% | 56 | -16,188 | -28.32% | Q4 2025 | Jan 28, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 40,424 | 618 | 0.43% | 0.43% | 57 | -80 | -0.2% | Q4 2025 | Jan 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 39,139 | 598 | 0.02% | 0.02% | 58 | -5,281 | -11.89% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 38,248 | 585 | 0.0% | 0.0% | 59 | +5,241 | 15.88% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 36,649 | 560 | 0.0% | 0.0% | 60 | +387 | 1.07% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 35,959 | 550 | 0.01% | 0.01% | 61 | -7,422 | -17.11% | Q4 2025 | Jan 29, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 35,900 | 549 | 0.32% | 0.71% | 62 | -34,600 | -49.08% | Q4 2025 | Feb 02, 2026 |
| Kovack Advisors, Inc. | History | Added to | 35,235 | 539 | 0.03% | 0.05% | 63 | +3,289 | 10.3% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 34,610 | 529 | 0.0% | 0.0% | 64 | -594 | -1.69% | Q4 2025 | Feb 12, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 32,599 | 498 | 0.44% | — | 65 | +32,599 | New | Q4 2025 | Jan 07, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 31,966 | 489 | 0.0% | 0.0% | 66 | -1,180 | -3.56% | Q4 2025 | Jan 30, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 30,688 | 469 | 0.19% | 0.18% | 67 | +1,484 | 5.08% | Q4 2025 | Jan 28, 2026 |
| Capital CS Group, LLC | History | Added to | 28,519 | 436 | 0.67% | 0.59% | 68 | +3,534 | 14.14% | Q4 2025 | Jan 09, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 27,054 | 413 | 0.28% | 0.21% | 69 | +6,269 | 30.16% | Q4 2025 | Feb 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 26,299 | 402 | 0.01% | 0.01% | 70 | +2,705 | 11.46% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Added to | 26,235 | 401 | 0.01% | 0.01% | 71 | +825 | 3.25% | Q4 2025 | Jan 30, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 25,920 | 397 | 0.01% | 0.01% | 72 | -4,575 | -15.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 25,467 | 389 | 0.01% | 0.03% | 73 | -5,671 | -18.21% | Q4 2025 | Feb 04, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 25,210 | 385 | 0.09% | 0.2% | 74 | -29,141 | -53.62% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | No change | 25,014 | 382 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 24,152 | 369 | 0.01% | 0.01% | 76 | +1,600 | 7.09% | Q4 2025 | Feb 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 23,997 | 367 | 0.0% | 0.0% | 77 | +9,672 | 67.52% | Q4 2025 | Feb 12, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 22,873 | 349 | 0.1% | 0.11% | 78 | -3,224 | -12.35% | Q4 2025 | Jan 07, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 21,571 | 330 | 0.03% | 0.03% | 79 | +633 | 3.02% | Q4 2025 | Jan 09, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 21,334 | 326 | 0.03% | 0.03% | 80 | +620 | 2.99% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 21,198 | 324 | 0.0% | 0.0% | 81 | +8,972 | 73.38% | Q4 2025 | Jan 29, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 20,947 | 320 | 0.2% | 0.09% | 82 | +11,536 | 122.58% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 20,282 | 310 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 20,095 | 307 | 0.0% | 0.0% | 84 | -10,085 | -33.42% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Added to | 19,800 | 302 | 0.02% | 0.02% | 85 | +1,800 | 10.0% | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 19,310 | 295 | 0.01% | 0.01% | 86 | +1,555 | 8.76% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 18,745 | 286 | 0.01% | — | 87 | +18,745 | New | Q4 2025 | Feb 13, 2026 |
| TrueMark Investments, LLC | History | New | 17,716 | 271 | 0.05% | — | 88 | +17,716 | New | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,604 | 269 | 0.0% | 0.0% | 89 | -404,438 | -95.83% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 17,400 | 266 | 0.0% | 0.0% | 90 | +2,700 | 18.37% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 17,250 | 263 | 0.01% | 0.0% | 91 | +4,800 | 38.55% | Q4 2025 | Feb 02, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 16,284 | 260 | 0.19% | 0.23% | 92 | -2,417 | -12.92% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 16,424 | 251 | 0.0% | — | 93 | +16,424 | New | Q4 2025 | Feb 18, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 16,204 | 247 | 0.01% | 0.01% | 94 | -159 | -0.97% | Q4 2025 | Jan 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 15,515 | 237 | 0.01% | 0.01% | 95 | +4,869 | 45.74% | Q4 2025 | Jan 28, 2026 |
| Stablepoint Partners, LLC | History | No change | 15,114 | 231 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FOCUSED ALPHA, LLC | History | New | 14,712 | 225 | 0.07% | — | 97 | +14,712 | New | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 14,143 | 216 | 0.01% | 0.01% | 98 | +810 | 6.08% | Q4 2025 | Feb 17, 2026 |
| Accel Wealth Management | History | Reduced | 14,078 | 215 | 0.06% | 0.07% | 99 | -1,270 | -8.27% | Q4 2025 | Jan 20, 2026 |
| Caitlin John, LLC | History | Reduced | 13,750 | 210 | 0.14% | 0.15% | 100 | -281 | -2.0% | Q4 2025 | Feb 18, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 12,633 | 193 | 0.13% | 0.13% | 101 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 12,529 | 191 | 0.06% | 0.08% | 102 | -2,674 | -17.59% | Q4 2025 | Jan 07, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 12,500 | 191 | 0.03% | 0.03% | 103 | -2,500 | -16.67% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12,284 | 187 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,155 | 185 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 12,086 | 184 | 0.01% | 0.01% | 106 | -1 | -0.01% | Q4 2025 | Jan 21, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 12,025 | 183 | 0.01% | — | 107 | +12,025 | New | Q4 2025 | Jan 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,989 | 183 | 0.01% | 0.01% | 108 | +397 | 3.42% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 11,996 | 183 | 0.01% | 0.01% | 109 | +350 | 3.01% | Q4 2025 | Jan 30, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 11,787 | 180 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 11,651 | 178 | 0.0% | 0.0% | 111 | -12,124 | -50.99% | Q4 2025 | Feb 02, 2026 |
| Copley Financial Group, Inc. | History | Added to | 11,693 | 178 | 0.11% | 0.11% | 112 | +1,302 | 12.53% | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 11,472 | 175 | 0.05% | 0.04% | 113 | +25 | 0.22% | Q4 2025 | Jan 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 11,387 | 174 | 0.02% | 0.05% | 114 | -12,118 | -51.55% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 11,284 | 172 | 0.0% | 0.0% | 115 | -4,520 | -28.6% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | New | 10,692 | 163 | 0.01% | — | 116 | +10,692 | New | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 10,379 | 161 | 0.0% | 0.01% | 117 | -4,380 | -29.68% | Q4 2025 | Jan 28, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 10,476 | 160 | 0.14% | 0.11% | 119 | +306 | 3.01% | Q4 2025 | Feb 09, 2026 |
| ETF Store, Inc. | History | Added to | 10,514 | 160 | 0.16% | 0.17% | 118 | +94 | 0.9% | Q4 2025 | Jan 22, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 10,047 | 154 | 0.1% | 0.09% | 120 | -405 | -3.87% | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 9,730 | 148 | 0.03% | 0.04% | 121 | -5,373 | -35.58% | Q4 2025 | Feb 12, 2026 |
| Camelot Portfolios, LLC | History | New | 9,454 | 144 | 0.09% | — | 122 | +9,454 | New | Q4 2025 | Jan 29, 2026 |
| WealthShield Partners, LLC | History | Reduced | 9,368 | 143 | 0.02% | 0.02% | 123 | -1,327 | -12.41% | Q4 2025 | Feb 03, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 8,300 | 127 | 0.1% | 0.09% | 124 | +300 | 3.75% | Q4 2025 | Jan 08, 2026 |
| Luminist Capital LLC | History | Reduced | 4,817 | 73 | 0.09% | 0.08% | 125 | -1,313 | -21.42% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 4,560 | 69 | 0.0% | 0.0% | 126 | +329 | 7.78% | Q4 2025 | Feb 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 4,488 | 68 | 0.05% | 0.06% | 127 | -808 | -15.26% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,449 | 52 | 0.0% | 0.0% | 128 | +649 | 23.18% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,337 | 51 | 0.0% | 0.0% | 131 | +2,004 | 150.34% | Q4 2025 | Feb 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 3,398 | 51 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 3,397 | 51 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,895 | 44 | 0.0% | 0.0% | 132 | -55,100 | -95.01% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,876 | 44 | 0.0% | 0.0% | 133 | +1,324 | 85.31% | Q4 2025 | Jan 23, 2026 |
| HOWE & RUSLING INC | History | Reduced | 2,098 | 32 | 0.0% | 0.01% | 134 | -4,146 | -66.4% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,000 | 30 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 1,918 | 29 | 0.0% | 0.0% | 137 | -25 | -1.29% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,904 | 29 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,875 | 28 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | New | 180,000 | 27 | 0.0% | — | 139 | +180,000 | New | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 1,500 | 22 | 0.01% | — | 140 | +1,500 | New | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,125 | 17 | 0.0% | 0.0% | 141 | -1,175 | -51.09% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Reduced | 1,120 | 17 | 0.0% | 0.0% | 142 | -606 | -35.11% | Q4 2025 | Jan 14, 2026 |
| Russell Investments Group, Ltd. | History | New | 1,059 | 16 | 0.0% | — | 143 | +1,059 | New | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | No change | 1,053 | 16 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,000 | 15 | 0.0% | 0.0% | 147 | -1,094 | -52.24% | Q4 2025 | Feb 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,000 | 15 | 0.0% | — | 145 | +1,000 | New | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Reduced | 985 | 15 | 0.0% | 0.0% | 148 | -629 | -38.97% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 1,000 | 15 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 938 | 14 | 0.0% | 0.0% | 149 | +13 | 1.41% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 632 | 10 | 0.0% | 0.0% | 150 | -31 | -4.68% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 510 | 7 | 0.0% | — | 151 | +497 | 3823.08% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 200 | 3 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 110 | 1 | 0.0% | 0.0% | 154 | -68 | -38.2% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 79 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Investment Partners Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.66% | — | -66,258 | -100.0% | Q3 2025 | Oct 20, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Portfolio Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -37,019 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,210 | -100.0% | Q3 2025 | Oct 21, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,450 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Castle Rock Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,089 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,892 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -10,728 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alaska Permanent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,506 | -100.0% | Q3 2025 | Oct 31, 2025 |
| COMERICA BANK | History | Reduced | 40 | 0 | — | 0.0% | — | -8,031 | -99.5% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,633 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,643 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,433 | -100.0% | Q3 2025 | Nov 18, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,051 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -544 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -361 | -100.0% | Q3 2025 | Jan 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Allworth Financial LP | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 05, 2026 |
| Motiv8 Investments LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 35 | 0 | — | — | — | +1 | 2.94% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blume Capital Management, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 61 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |