Global X Funds - RYLD
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 | 4,055,219 | 64,842 | 0.01% | 0.01% | 1 | +393,596 | 10.75% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,406,123 | 54,463 | 0.0% | 0.0% | 2 | +127,458 | 3.89% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 2,792,826 | 44,657 | 0.0% | 0.0% | 3 | +188,526 | 7.24% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,522,007 | 24,290 | 0.0% | 0.0% | 4 | +225,868 | 17.43% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,047,441 | 16,748 | 0.0% | 0.0% | 5 | +40,741 | 4.05% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 959,054 | 15,335 | 0.01% | 0.01% | 6 | +350,949 | 57.71% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 942,833 | 15,075 | 0.27% | 0.32% | 7 | +41,681 | 4.63% | Q2 2026 | Jul 31, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 666,942 | 10,664 | 0.68% | 0.71% | 8 | +19,901 | 3.08% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | Reduced | 648,016 | 10,361 | 0.0% | 0.0% | 9 | -28,721 | -4.24% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 605,928 | 9,688 | 0.1% | 0.1% | 10 | +18,166 | 3.09% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 576,239 | 9,213 | 0.0% | 0.0% | 11 | +20,037 | 3.6% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 575,147 | 9,196 | 0.0% | 0.0% | 12 | +31,473 | 5.79% | Q2 2026 | Aug 14, 2026 |
| Thrive Capital Management, LLC | History | Added to | 505,492 | 8,082 | 1.52% | 1.54% | 13 | +34,949 | 7.43% | Q2 2026 | Aug 05, 2026 |
| Proficio Capital Partners LLC | History | New | 462,895 | 7,401 | 0.27% | — | 14 | +462,895 | New | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 343,597 | 5,494 | 0.15% | 0.16% | 15 | +12,161 | 3.67% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 317,117 | 5,070 | 0.01% | 0.01% | 16 | +73,103 | 29.96% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 315,581 | 5,046 | 0.01% | 0.01% | 17 | -55,629 | -14.99% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 284,702 | 4,552 | 0.0% | 0.0% | 18 | -18,170 | -6.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 231,075 | 3,694 | 0.04% | 0.1% | 19 | -207,106 | -47.26% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 220,997 | 3,530 | 0.21% | 0.18% | 20 | +46,197 | 26.43% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 203,550 | 3,254 | 0.02% | 0.02% | 21 | -5,433 | -2.6% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 178,258 | 2,850 | 0.0% | 0.0% | 22 | +77,731 | 77.32% | Q2 2026 | Sep 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 171,262 | 2,738 | 0.01% | 0.01% | 23 | -14,341 | -7.73% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 161,465 | 2,581 | 0.06% | 0.05% | 24 | +22,511 | 16.2% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 158,466 | 2,533 | 0.04% | 0.04% | 25 | +4,653 | 3.03% | Q2 2026 | Jul 22, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 148,124 | 2,368 | 1.15% | 1.14% | 26 | +10,532 | 7.65% | Q2 2026 | Jul 08, 2026 |
| RFG Advisory, LLC | History | Added to | 144,012 | 2,302 | 0.04% | 0.04% | 27 | +1,653 | 1.16% | Q2 2026 | Jul 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 143,819 | 2,299 | 0.2% | 0.23% | 28 | -1,249 | -0.86% | Q2 2026 | Jul 28, 2026 |
| Palacios Wealth Management, LLC | History | Reduced | 137,782 | 2,203 | 1.3% | 1.56% | 29 | -23,907 | -14.79% | Q2 2026 | Jul 23, 2026 |
| NFSG Corp | History | Reduced | 135,883 | 2,172 | 0.27% | 0.34% | 30 | -1,498 | -1.09% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 129,163 | 2,065 | 0.01% | 0.01% | 31 | -19,556 | -13.15% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 128,847 | 2,060 | 0.04% | 0.06% | 32 | +1,399 | 1.1% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 125,795 | 2,011 | 0.0% | 0.0% | 33 | -203 | -0.16% | Q2 2026 | Aug 05, 2026 |
| Apella Capital, LLC | History | Reduced | 123,263 | 1,972 | 0.03% | 0.03% | 34 | -3,943 | -3.1% | Q2 2026 | Jul 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 120,681 | 1,929 | 0.0% | 0.0% | 35 | +21,706 | 21.93% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 112,543 | 1,807 | 0.0% | 0.0% | 36 | -3,137 | -2.71% | Q2 2026 | Jul 15, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 105,494 | 1,577 | 0.25% | 0.27% | 37 | -7,117 | -6.32% | Q2 2026 | Jul 17, 2026 |
| OneAscent Family Office, LLC | History | Added to | 86,866 | 1,388 | 0.7% | 0.65% | 38 | +24,915 | 40.22% | Q2 2026 | Aug 11, 2026 |
| Astra Wealth Partners LLC | History | Added to | 84,300 | 1,347 | 0.72% | 0.71% | 39 | +5,000 | 6.31% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 82,485 | 1,318 | 0.0% | 0.0% | 40 | -7,403 | -8.24% | Q2 2026 | Aug 12, 2026 |
| Garner Asset Management Corp | History | Added to | 80,619 | 1,289 | 0.42% | 0.41% | 41 | +10,541 | 15.04% | Q2 2026 | Aug 07, 2026 |
| Triumph Capital Management | History | Added to | 79,978 | 1,278 | 0.23% | 0.23% | 42 | +2,735 | 3.54% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 79,774 | 1,276 | 0.0% | 0.0% | 43 | +1,510 | 1.93% | Q2 2026 | Jul 27, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 71,726 | 1,146 | 0.24% | 0.25% | 44 | +1,137 | 1.61% | Q2 2026 | Jul 29, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 67,845 | 1,084 | 0.01% | 0.01% | 45 | +7,941 | 13.26% | Q2 2026 | Jul 29, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 63,461 | 1,014 | 1.31% | 1.39% | 46 | +1,801 | 2.92% | Q2 2026 | Jul 29, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 57,780 | 923 | 0.09% | 0.1% | 47 | -3,100 | -5.09% | Q2 2026 | Jul 29, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 55,176 | 882 | 0.25% | 0.28% | 48 | +3,522 | 6.82% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 55,087 | 880 | 0.02% | 0.02% | 49 | +9,600 | 21.1% | Q2 2026 | Jul 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 54,100 | 865 | 0.0% | 0.0% | 50 | -6,567 | -10.82% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 54,123 | 865 | 0.06% | 0.05% | 51 | +3,079 | 6.03% | Q2 2026 | Jul 20, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 53,634 | 857 | 0.72% | 0.75% | 52 | +4,175 | 8.44% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 51,938 | 830 | 0.01% | 0.01% | 53 | -27,727 | -34.8% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 50,221 | 803 | 0.0% | 0.0% | 54 | +6,097 | 13.82% | Q2 2026 | Aug 07, 2026 |
| Abel Hall, LLC | History | No change | 49,000 | 783 | 0.14% | 0.16% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 47,698 | 762 | 0.11% | 0.14% | 56 | -14,459 | -23.26% | Q2 2026 | Jul 27, 2026 |
| Trilogy Capital Inc. | History | Reduced | 47,501 | 759 | 0.03% | 0.03% | 57 | -5,408 | -10.22% | Q2 2026 | Jul 02, 2026 |
| PMG Family Office LLC | History | Added to | 42,914 | 686 | 0.63% | 0.7% | 58 | +1,233 | 2.96% | Q2 2026 | Jul 16, 2026 |
| PFG Investments, LLC | History | Reduced | 42,442 | 678 | 0.03% | 0.03% | 59 | -7 | -0.02% | Q2 2026 | Jul 23, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 39,214 | 627 | 0.16% | 0.11% | 60 | +15,750 | 67.12% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 38,839 | 620 | 0.03% | 0.03% | 61 | +1,448 | 3.87% | Q2 2026 | Jul 28, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 38,353 | 613 | 0.1% | — | 62 | +38,353 | New | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 37,867 | 605 | 0.0% | 0.0% | 63 | -10,962 | -22.45% | Q2 2026 | Aug 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 37,740 | 603 | 0.0% | 0.0% | 64 | -3,903 | -9.37% | Q2 2026 | Jul 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 36,645 | 585 | 0.0% | 0.0% | 65 | +4,115 | 12.65% | Q2 2026 | Aug 07, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 35,924 | 574 | 0.36% | 0.38% | 67 | -2,700 | -6.99% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 35,905 | 574 | 0.03% | 0.03% | 66 | -1,211 | -3.26% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 35,093 | 561 | 0.01% | 0.02% | 68 | -2,626 | -6.96% | Q2 2026 | Jul 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 34,513 | 551 | 0.0% | 0.01% | 69 | +3,000 | 9.52% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 33,016 | 527 | 0.0% | 0.0% | 70 | +2 | 0.01% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | Reduced | 32,877 | 525 | 0.01% | 0.01% | 71 | -18,598 | -36.13% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 30,669 | 490 | 0.01% | 0.01% | 72 | +5,093 | 19.91% | Q2 2026 | Aug 14, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 30,279 | 484 | 0.69% | 0.79% | 73 | -470 | -1.53% | Q2 2026 | Jul 20, 2026 |
| Regal Investment Advisors LLC | History | Added to | 30,053 | 480 | 0.02% | 0.03% | 74 | +578 | 1.96% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 29,024 | 464 | 0.01% | 0.01% | 75 | +9,899 | 51.76% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 27,497 | 439 | 0.0% | 0.0% | 76 | +3,500 | 14.59% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Reduced | 27,345 | 437 | 0.01% | 0.01% | 77 | -2,999 | -9.88% | Q2 2026 | Aug 07, 2026 |
| Copley Financial Group, Inc. | History | Added to | 25,389 | 405 | 0.24% | 0.16% | 79 | +7,395 | 41.1% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 25,375 | 405 | 0.01% | 0.01% | 78 | +4,200 | 19.83% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 25,250 | 403 | 0.01% | 0.0% | 80 | +20,900 | 480.46% | Q2 2026 | Jul 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 24,120 | 386 | 0.01% | 0.01% | 81 | -900 | -3.6% | Q2 2026 | Jul 28, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 24,152 | 386 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Corient Private Wealth LP | History | Reduced | 24,084 | 385 | 0.0% | 0.0% | 83 | -141 | -0.58% | Q2 2026 | Aug 27, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 23,901 | 381 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 23,029 | 368 | 0.2% | 0.25% | 85 | -2,963 | -11.4% | Q2 2026 | Jul 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 22,641 | 362 | 0.0% | 0.0% | 86 | -2,467 | -9.83% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | Reduced | 22,150 | 354 | 0.03% | 0.03% | 87 | -3,000 | -11.93% | Q2 2026 | Jul 24, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 21,872 | 349 | 0.02% | 0.02% | 88 | +154 | 0.71% | Q2 2026 | Jul 08, 2026 |
| Sandbox Financial Partners, LLC | History | No change | 22,873 | 341 | 0.1% | 0.1% | 89 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 20,947 | 334 | 0.2% | 0.2% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | New | 20,712 | 331 | 0.0% | — | 91 | +20,712 | New | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 20,677 | 330 | 0.04% | 0.05% | 92 | +1,328 | 6.86% | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 20,234 | 323 | 0.01% | 0.01% | 93 | +690 | 3.53% | Q2 2026 | Aug 10, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 19,935 | 318 | 0.02% | 0.02% | 94 | +593 | 3.07% | Q2 2026 | Aug 14, 2026 |
| Capital CS Group, LLC | History | Added to | 19,556 | 312 | 0.25% | 0.6% | 95 | +137 | 0.71% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 19,145 | 306 | 0.0% | 0.01% | 96 | +573 | 3.09% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 17,849 | 285 | 0.01% | 0.01% | 97 | -1,000 | -5.31% | Q2 2026 | Jul 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 18,152 | 271 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 16,711 | 266 | 0.01% | 0.01% | 99 | +1,540 | 10.15% | Q2 2026 | Jul 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 16,200 | 259 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 15,952 | 255 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 15,573 | 249 | 0.01% | 0.01% | 102 | +2,952 | 23.39% | Q2 2026 | Jul 27, 2026 |
| Stablepoint Partners, LLC | History | Added to | 15,518 | 248 | 0.03% | 0.03% | 103 | +404 | 2.67% | Q2 2026 | Jul 09, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 15,442 | 246 | 0.0% | — | 104 | +15,442 | New | Q2 2026 | Jul 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 14,688 | 234 | 0.01% | 0.01% | 105 | -1,218 | -7.66% | Q2 2026 | Jul 20, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 14,275 | 228 | 0.08% | 0.09% | 106 | -1,356 | -8.68% | Q2 2026 | Jul 30, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 14,000 | 223 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,936 | 222 | 0.0% | 0.01% | 108 | -88,575 | -86.41% | Q2 2026 | Jul 27, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 13,931 | 222 | 0.12% | 0.13% | 109 | +534 | 3.99% | Q2 2026 | Jul 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,864 | 221 | 0.0% | 0.0% | 110 | -29,730 | -68.2% | Q2 2026 | Aug 14, 2026 |
| Tactive Advisors, LLC | History | New | 13,803 | 220 | 0.05% | — | 112 | +13,803 | New | Q2 2026 | Jul 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,819 | 220 | 0.0% | 0.0% | 111 | +98 | 0.71% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,723 | 219 | 0.0% | 0.0% | 113 | +3,372 | 32.58% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 13,050 | 208 | 0.0% | 0.0% | 114 | +3,240 | 33.03% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 12,991 | 207 | 0.01% | — | 115 | +12,991 | New | Q2 2026 | Jul 22, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 12,675 | 202 | 0.05% | 0.04% | 116 | +1,177 | 10.24% | Q2 2026 | Jul 09, 2026 |
| Accel Wealth Management | History | Reduced | 12,623 | 201 | 0.05% | 0.05% | 117 | -756 | -5.65% | Q2 2026 | Jul 10, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 12,500 | 199 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,155 | 194 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 12,058 | 192 | 0.05% | 0.06% | 120 | -1,516 | -11.17% | Q2 2026 | Jul 06, 2026 |
| Chicago Partners Investment Group LLC | History | New | 11,912 | 190 | 0.0% | — | 121 | +11,912 | New | Q2 2026 | Jul 29, 2026 |
| StoneX Group Inc. | History | Reduced | 11,110 | 176 | 0.01% | 0.01% | 122 | -3,943 | -26.19% | Q2 2026 | Aug 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 10,941 | 174 | 0.01% | 0.01% | 123 | +49 | 0.45% | Q2 2026 | Jul 14, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 10,800 | 173 | 0.13% | 0.11% | 125 | +2,500 | 30.12% | Q2 2026 | Jul 16, 2026 |
| ETF Store, Inc. | History | Added to | 10,854 | 173 | 0.14% | 0.16% | 124 | +145 | 1.35% | Q2 2026 | Jul 29, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 10,221 | 163 | 0.02% | 0.02% | 126 | -634 | -5.84% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 10,081 | 161 | 0.01% | — | 127 | +10,081 | New | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,562 | 152 | 0.0% | 0.0% | 128 | +8,258 | 633.28% | Q2 2026 | Jul 17, 2026 |
| Caitlin John, LLC | History | Reduced | 7,000 | 111 | 0.06% | 0.08% | 129 | -2,017 | -22.37% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,662 | 106 | 0.0% | 0.0% | 130 | +2,438 | 57.72% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 6,050 | 96 | 0.0% | — | 131 | +6,050 | New | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 4,708 | 75 | 0.0% | 0.0% | 132 | +195 | 4.32% | Q2 2026 | Jul 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 3,982 | 63 | 0.04% | 0.05% | 133 | -592 | -12.94% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | New | 3,750 | 59 | 0.0% | — | 136 | +3,750 | New | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,719 | 59 | 0.0% | 0.0% | 134 | +190 | 5.38% | Q2 2026 | Aug 07, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 3,698 | 59 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,337 | 53 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 3,397 | 50 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 2,737 | 43 | 0.01% | 0.01% | 139 | +35 | 1.3% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 241,900 | 38 | 0.0% | 0.0% | 140 | -140,200 | -36.69% | Q2 2026 | Aug 05, 2026 |
| HOWE & RUSLING INC | History | No change | 2,098 | 33 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,904 | 30 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | Added to | 1,845 | 29 | 0.0% | 0.0% | 145 | +725 | 64.73% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 1,976 | 29 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,875 | 29 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,640 | 26 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,504 | 24 | 0.0% | 0.0% | 147 | +14 | 0.94% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,475 | 23 | 0.0% | 0.0% | 148 | +128 | 9.5% | Q2 2026 | Aug 12, 2026 |
| Realta Investment Advisors | History | New | 1,066 | 17 | 0.01% | — | 149 | +1,066 | New | Q2 2026 | Jul 20, 2026 |
| Whipplewood Advisors, LLC | History | No change | 1,053 | 16 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avion Wealth | History | New | 1,000 | 15 | 0.0% | — | 153 | +1,000 | New | Q2 2026 | Jul 31, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,000 | 15 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 985 | 15 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RMG Wealth Management LLC | History | Added to | 772 | 12 | 0.0% | 0.0% | 154 | +23 | 3.07% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 685 | 10 | 0.0% | — | 155 | +684 | 68400.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 572 | 9 | 0.0% | 0.0% | 156 | -17 | -2.89% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | New | 450 | 7 | 0.0% | — | 159 | +450 | New | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Reduced | 458 | 7 | 0.0% | 0.0% | 158 | -74 | -13.91% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 450 | 7 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | New | 383 | 6 | 0.0% | — | 160 | +383 | New | Q2 2026 | Jul 21, 2026 |
| Archer Investment Corp | History | No change | 200 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LifeSteps Financial, Inc. | History | New | 175 | 2 | 0.0% | — | 162 | +175 | New | Q2 2026 | Jul 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 79 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,934 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,282 | -100.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -16,424 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Atlas Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -16,185 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,358 | -100.0% | Q2 2026 | Jul 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,169 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,313 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,778 | -100.0% | Q2 2026 | Aug 07, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,317 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,019 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,433 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,010 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -922 | -100.0% | Q2 2026 | Aug 05, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -779 | -100.0% | Q2 2026 | Jul 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -429 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -61 | -100.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 42 | 0 | — | — | — | +42 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 37 | 0 | — | — | — | +1 | 2.78% | Q2 2026 | Jul 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blume Capital Management, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |