Global X Funds - RYLD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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 3,661,623 54,741 0.01% 0.01% 1 +492,396 15.54% Q1 2026 May 06, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,278,665 49,016 0.0% 0.0% 2 +1,050,245 47.13% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 2,604,300 38,934 0.0% 0.0% 3 +31,541 1.23% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 1,296,139 19,377 0.0% 0.0% 4 +179,927 16.12% Q1 2026 Jul 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,006,700 15,050 0.0% 0.0% 5 -5,944 -0.59% Q1 2026 Jul 08, 2026
HUB Investment Partners, LLC History Added to 901,152 13,472 0.32% 0.33% 6 +69,327 8.33% Q1 2026 May 15, 2026
UBS Group AG History Reduced 676,737 10,117 0.0% 0.0% 7 -118,494 -14.9% Q1 2026 May 05, 2026
AlphaStar Capital Management, LLC History Added to 647,041 9,673 0.71% 0.71% 8 +13,524 2.13% Q1 2026 Apr 15, 2026
Cetera Investment Advisers History Reduced 608,105 9,091 0.01% 0.01% 9 -155,353 -20.35% Q1 2026 May 13, 2026
Brookstone Capital Management History Added to 587,762 8,787 0.1% 0.1% 10 +35,240 6.38% Q1 2026 Apr 16, 2026
ROYAL BANK OF CANADA History Added to 556,202 8,314 0.0% 0.0% 11 +96,222 20.92% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 543,674 8,127 0.0% 0.0% 12 +9,831 1.84% Q1 2026 May 14, 2026
Thrive Capital Management, LLC History Added to 470,543 7,034 1.54% 1.09% 13 +149,962 46.78% Q1 2026 Apr 27, 2026
PRINCIPAL SECURITIES, INC. History Added to 438,181 6,550 0.1% 0.07% 14 +157,350 56.03% Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Reduced 371,210 5,549 0.01% 0.01% 15 -3,353 -0.9% Q1 2026 May 15, 2026
Venture Visionary Partners LLC History Added to 331,436 4,954 0.16% 0.14% 16 +50,489 17.97% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 302,872 4,527 0.0% 0.0% 17 +51,152 20.32% Q1 2026 May 04, 2026
Baird Financial Group, Inc. History Added to 244,014 3,648 0.01% 0.01% 18 +4,920 2.06% Q1 2026 May 14, 2026
AE Wealth Management LLC History Added to 208,983 3,124 0.02% 0.01% 19 +105,124 101.22% Q1 2026 May 13, 2026
NewEdge Advisors, LLC History Added to 185,603 2,774 0.01% 0.01% 20 +9,998 5.69% Q1 2026 Jun 02, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 174,800 2,620 0.18% 0.23% 21 -47,394 -21.33% Q1 2026 May 01, 2026
Palacios Wealth Management, LLC History Added to 161,689 2,499 1.56% 1.52% 22 +31,725 24.41% Q1 2026 May 11, 2026
Mesirow Financial Investment Management, Inc. History Added to 153,813 2,299 0.04% 0.01% 23 +112,693 274.06% Q1 2026 Apr 21, 2026
Kestra Advisory Services, LLC History Reduced 148,719 2,223 0.01% 0.02% 24 -90,618 -37.86% Q1 2026 Apr 30, 2026
Institute for Wealth Management, LLC. History Reduced 145,068 2,168 0.23% 0.24% 25 -273 -0.19% Q1 2026 May 13, 2026
RFG Advisory, LLC History Added to 142,359 2,128 0.04% 0.04% 26 +867 0.61% Q1 2026 Apr 17, 2026
CreativeOne Wealth, LLC History Added to 138,954 2,077 0.05% 0.03% 27 +46,144 49.72% Q1 2026 May 15, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Added to 137,592 2,057 1.14% 1.09% 28 +6,424 4.9% Q1 2026 Apr 14, 2026
NFSG Corp History Reduced 137,381 2,053 0.34% 0.33% 29 -1,315 -0.95% Q1 2026 May 05, 2026
Apella Capital, LLC History New 127,206 1,964 0.03% 30 +127,206 New Q1 2026 Apr 20, 2026
J.W. COLE ADVISORS, INC. History Reduced 127,448 1,905 0.06% 0.04% 31 -1,801 -1.39% Q1 2026 Apr 23, 2026
Janney Montgomery Scott LLC History Reduced 125,998 1,884 0.0% 0.0% 32 -2,561 -1.99% Q1 2026 Apr 22, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 115,680 1,743 0.0% 0.0% 33 -62,259 -34.99% Q1 2026 Apr 08, 2026
Formidable Asset Management, LLC History Reduced 112,611 1,722 0.27% 0.25% 34 -529 -0.47% Q1 2026 Apr 22, 2026
Private Advisor Group, LLC History Added to 102,511 1,532 0.01% 0.01% 35 +823 0.81% Q1 2026 Apr 24, 2026
CITADEL ADVISORS LLC History Added to 100,527 1,502 0.0% 0.0% 36 +83,127 477.74% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 98,975 1,479 0.0% 0.0% 37 +47,998 94.16% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Reduced 89,888 1,343 0.0% 0.0% 38 -2,644 -2.86% Q1 2026 May 12, 2026
Stratos Wealth Partners, LTD. History Reduced 79,665 1,191 0.01% 0.02% 39 -60,025 -42.97% Q1 2026 Apr 28, 2026
Astra Wealth Partners LLC History Added to 79,300 1,185 0.71% 0.32% 40 +43,400 120.89% Q1 2026 May 06, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 78,264 1,170 0.0% 0.0% 41 -12,700 -13.96% Q1 2026 Apr 30, 2026
Triumph Capital Management History Added to 77,243 1,154 0.23% 0.25% 42 +2,777 3.73% Q1 2026 May 13, 2026
High Net Worth Advisory Group LLC History Reduced 70,589 1,055 0.25% 0.28% 43 -7,924 -10.09% Q1 2026 Apr 17, 2026
Garner Asset Management Corp History Added to 70,078 1,047 0.41% 0.29% 44 +19,957 39.82% Q1 2026 Apr 28, 2026
SageGuard Financial Group, LLC History Reduced 62,157 929 0.14% 0.19% 45 -15,108 -19.55% Q1 2026 Apr 23, 2026
OneAscent Family Office, LLC History Added to 61,951 926 0.65% 0.59% 46 +5,356 9.46% Q1 2026 Apr 21, 2026
Solutions 4 Wealth, Ltd History Added to 61,660 921 1.39% 1.39% 47 +1,720 2.87% Q1 2026 May 05, 2026
NWF Advisory Services Inc. History Added to 60,880 910 0.1% 0.1% 48 +2,750 4.73% Q1 2026 May 04, 2026
JANE STREET GROUP, LLC History Added to 60,667 906 0.0% 0.0% 49 +43,063 244.62% Q1 2026 May 12, 2026
RiverFront Investment Group, LLC History Added to 59,904 895 0.01% 0.01% 50 +11,191 22.97% Q1 2026 May 11, 2026
Trilogy Capital Inc. History Added to 52,909 790 0.03% 0.03% 51 +10,289 24.14% Q1 2026 Apr 21, 2026
Fiduciary Alliance LLC History Added to 51,044 780 0.05% 0.05% 52 +2,320 4.76% Q1 2026 Apr 20, 2026
Resurgent Financial Advisors LLC History Added to 51,654 772 0.28% 0.38% 53 +1,892 3.8% Q1 2026 May 12, 2026
Independent Advisor Alliance History Reduced 51,475 769 0.01% 0.03% 54 -39,588 -43.47% Q1 2026 May 12, 2026
Equitable Holdings, Inc. History Added to 48,829 747 0.0% 0.0% 55 +28,734 142.99% Q1 2026 May 15, 2026
Oakmont Advisory Group, LLC History Added to 49,459 739 0.75% 0.52% 56 +17,717 55.82% Q1 2026 May 12, 2026
Abel Hall, LLC History No change 49,000 732 0.16% 0.17% 57 0 0.0% Q1 2026 Apr 28, 2026
Dynamic Advisor Solutions LLC History Added to 45,487 680 0.02% 0.02% 58 +513 1.14% Q1 2026 Apr 08, 2026
MML INVESTORS SERVICES, LLC History Added to 44,124 659 0.0% 0.0% 59 +7,475 20.4% Q1 2026 May 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 43,594 651 0.0% 0.0% 60 -7,451 -14.6% Q1 2026 May 15, 2026
PFG Investments, LLC History Reduced 42,449 634 0.03% 0.03% 61 -4,412 -9.42% Q1 2026 Apr 27, 2026
PMG Family Office LLC History Added to 41,681 623 0.7% 0.72% 62 +705 1.72% Q1 2026 Apr 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 41,643 622 0.0% 0.0% 63 +3,395 8.88% Q1 2026 Apr 27, 2026
IMC-Chicago, LLC History New 38,934 582 0.0% 64 +38,934 New Q1 2026 May 05, 2026
Comprehensive Money Management Services LLC History Reduced 38,624 577 0.38% 0.43% 65 -1,800 -4.45% Q1 2026 Apr 23, 2026
SBI Securities Co., Ltd. History Reduced 37,719 563 0.02% 0.02% 66 -1,420 -3.63% Q1 2026 Apr 27, 2026
Kovack Advisors, Inc. History Added to 37,391 561 0.03% 0.03% 67 +2,156 6.12% Q1 2026 May 12, 2026
Koshinski Asset Management, Inc. History Reduced 37,116 554 0.03% 0.05% 68 -17,755 -32.36% Q1 2026 Apr 27, 2026
Focus Partners Advisor Solutions, LLC History New 33,014 493 0.0% 69 +33,014 New Q1 2026 May 13, 2026
Wealthfront Advisers LLC History Added to 32,530 486 0.0% 0.0% 70 +564 1.76% Q1 2026 May 05, 2026
Concurrent Investment Advisors, LLC History Reduced 31,513 471 0.01% 0.01% 71 -4,446 -12.36% Q1 2026 Apr 20, 2026
QP WEALTH MANAGEMENT, LLC History Reduced 30,749 459 0.79% 0.44% 72 -1,850 -5.68% Q1 2026 Apr 22, 2026
Sigma Planning Corp History Added to 30,344 453 0.01% 0.01% 73 +4,109 15.66% Q1 2026 May 04, 2026
Regal Investment Advisors LLC History New 29,475 440 0.03% 74 +29,475 New Q1 2026 May 14, 2026
CERTIOR FINANCIAL GROUP, LLC History Reduced 25,992 388 0.25% 0.28% 75 -1,062 -3.93% Q1 2026 Apr 27, 2026
Ameritas Advisory Services, LLC History Added to 25,576 382 0.01% 0.01% 76 +109 0.43% Q1 2026 May 12, 2026
XML Financial, LLC History Added to 25,150 375 0.03% 0.02% 78 +5,350 27.02% Q1 2026 Apr 16, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 25,108 375 0.0% 0.01% 77 -1,191 -4.53% Q1 2026 May 11, 2026
WEDBUSH SECURITIES INC History Reduced 25,020 374 0.01% 0.01% 79 -900 -3.47% Q1 2026 Apr 21, 2026
Valeo Financial Advisors, LLC History No change 24,152 361 0.01% 0.01% 80 0 0.0% Q1 2026 May 08, 2026
BANK OF MONTREAL /CAN/ History No change 23,997 358 0.0% 0.0% 81 0 0.0% Q1 2026 May 13, 2026
NOTTINGHAM ADVISORS, INC. History New 23,901 357 0.05% 82 +23,901 New Q1 2026 Apr 17, 2026
FOCUSED ALPHA, LLC History Added to 23,464 350 0.11% 0.07% 83 +8,752 59.49% Q1 2026 May 12, 2026
Sandbox Financial Partners, LLC History No change 22,873 341 0.1% 0.1% 84 0 0.0% Q1 2026 Apr 08, 2026
First Heartland Consultants, Inc. History Added to 21,718 324 0.02% 0.03% 85 +147 0.68% Q1 2026 Apr 08, 2026
Mutual Advisors, LLC History Added to 21,175 316 0.01% 0.01% 86 +3,925 22.75% Q1 2026 May 01, 2026
Atlantic Private Wealth, LLC History No change 20,947 313 0.2% 0.2% 87 0 0.0% Q1 2026 May 08, 2026
Clearstead Advisors, LLC History No change 20,282 303 0.0% 0.0% 88 0 0.0% Q1 2026 May 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 19,544 292 0.01% 0.01% 89 +7,555 63.02% Q1 2026 May 14, 2026
Capital CS Group, LLC History Reduced 19,419 290 0.6% 0.67% 90 -9,100 -31.91% Q1 2026 May 13, 2026
Founders Financial Alliance, LLC History Added to 19,349 289 0.05% 0.03% 92 +9,619 98.86% Q1 2026 May 11, 2026
Perennial Investment Advisors, LLC History Reduced 19,342 289 0.02% 0.03% 91 -1,992 -9.34% Q1 2026 May 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 19,125 286 0.01% 0.01% 93 -185 -0.96% Q1 2026 May 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 18,849 281 0.01% 0.01% 94 -707 -3.62% Q1 2026 May 15, 2026
Arax Advisory Partners History Reduced 18,572 277 0.01% 0.01% 95 -173 -0.92% Q1 2026 May 13, 2026
Jaffetilchin Investment Partners, LLC History Added to 18,152 271 0.02% 0.01% 96 +6,127 50.95% Q1 2026 May 13, 2026
Copley Financial Group, Inc. History Added to 17,994 269 0.16% 0.11% 97 +6,301 53.89% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 16,424 245 0.0% 0.0% 98 0 0.0% Q1 2026 May 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 16,200 242 0.0% 99 +16,200 New Q1 2026 May 01, 2026
Atlas Private Wealth Advisors History Reduced 16,185 241 0.06% 0.09% 100 -9,025 -35.8% Q1 2026 Apr 23, 2026
D.A. DAVIDSON & CO. History Reduced 15,952 238 0.0% 0.0% 101 -5,246 -24.75% Q1 2026 May 05, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 15,906 237 0.01% 0.01% 102 -298 -1.84% Q1 2026 Apr 09, 2026
Retirement Planning Co of New England, Inc. History Reduced 15,631 233 0.09% 0.19% 103 -15,057 -49.06% Q1 2026 May 08, 2026
StoneX Group Inc. History Added to 15,053 225 0.01% 0.01% 104 +4,361 40.79% Q1 2026 May 14, 2026
Stablepoint Partners, LLC History No change 15,114 225 0.03% 0.04% 105 0 0.0% Q1 2026 Apr 30, 2026
B. Riley Wealth Advisors, Inc. History Added to 15,171 222 0.01% 0.01% 106 +1,028 7.27% Q1 2026 Apr 24, 2026
Foguth Wealth Management, LLC. History New 14,000 220 0.03% 107 +14,000 New Q1 2026 Jun 01, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 13,721 205 0.0% 108 +13,721 New Q1 2026 Apr 20, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 13,574 202 0.06% 0.06% 109 +1,045 8.34% Q1 2026 Apr 06, 2026
COLUMBIA ADVISORY PARTNERS LLC History Added to 13,397 200 0.13% 0.13% 110 +764 6.05% Q1 2026 Apr 23, 2026
Accel Wealth Management History Reduced 13,379 200 0.05% 0.06% 111 -699 -4.97% Q1 2026 Apr 08, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 12,621 188 0.01% 0.01% 112 -2,894 -18.65% Q1 2026 Apr 28, 2026
Pasadena Private Wealth, LLC History No change 12,500 186 0.03% 0.03% 113 0 0.0% Q1 2026 Apr 22, 2026
Patriot Financial Group Insurance Agency, LLC History New 12,358 184 0.01% 114 +12,358 New Q1 2026 Apr 22, 2026
HARBOUR INVESTMENTS, INC. History No change 12,155 181 0.0% 0.0% 115 0 0.0% Q1 2026 May 15, 2026
WORLD EQUITY GROUP, INC. History Added to 11,498 171 0.04% 0.05% 116 +26 0.23% Q1 2026 May 06, 2026
TWO SIGMA SECURITIES, LLC History Reduced 11,169 166 0.02% 0.02% 117 -218 -1.91% Q1 2026 May 15, 2026
CWA Asset Management Group, LLC History New 10,892 162 0.01% 118 +10,892 New Q1 2026 Apr 20, 2026
Portfolio Strategies, Inc. History New 10,855 162 0.02% 119 +10,855 New Q1 2026 May 05, 2026
ETF Store, Inc. History Added to 10,709 160 0.16% 0.16% 120 +195 1.85% Q1 2026 Apr 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 10,351 154 0.0% 0.0% 121 -1,933 -15.74% Q1 2026 May 07, 2026
Qube Research & Technologies Ltd History New 9,810 146 0.0% 122 +9,810 New Q1 2026 May 15, 2026
WealthShield Partners, LLC History Reduced 9,313 139 0.02% 0.02% 123 -55 -0.59% Q1 2026 May 01, 2026
Caitlin John, LLC History Reduced 9,017 134 0.08% 0.14% 124 -4,733 -34.42% Q1 2026 May 13, 2026
Ulland Investment Advisors, LLC History No change 8,300 124 0.11% 0.1% 125 0 0.0% Q1 2026 Apr 27, 2026
Luminist Capital LLC History Reduced 4,778 71 0.09% 0.09% 126 -39 -0.81% Q1 2026 Apr 24, 2026
Murphy & Mullick Capital Management Corp History Added to 4,574 68 0.05% 0.05% 127 +86 1.92% Q1 2026 Apr 17, 2026
IFP Advisors, Inc History Reduced 4,513 67 0.0% 0.0% 128 -47 -1.03% Q1 2026 Apr 13, 2026
SALEM INVESTMENT COUNSELORS INC History New 4,350 65 0.0% 129 +4,350 New Q1 2026 Apr 29, 2026
Steward Partners Investment Advisory, LLC History Added to 4,224 63 0.0% 0.0% 130 +775 22.47% Q1 2026 May 08, 2026
HighTower Advisors, LLC History Added to 382,100 57 0.0% 0.0% 131 +202,100 112.28% Q1 2026 May 05, 2026
MeadowBrook Investment Advisors LLC History Added to 3,698 55 0.05% 0.04% 132 +300 8.83% Q1 2026 Apr 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 3,529 52 0.0% 0.0% 133 +1,529 76.45% Q1 2026 May 08, 2026
Anfield Capital Management, LLC History No change 3,397 50 0.01% 0.02% 134 0 0.0% Q1 2026 May 12, 2026
GROUP ONE TRADING LLC History Added to 3,317 49 0.0% 0.0% 135 +422 14.58% Q1 2026 May 13, 2026
Federation des caisses Desjardins du Quebec History No change 3,337 49 0.0% 0.0% 136 0 0.0% Q1 2026 May 13, 2026
SIMPLEX TRADING, LLC History New 3,019 45 0.0% 137 +3,019 New Q1 2026 May 14, 2026
Advisory Services Network, LLC History New 2,433 36 0.0% 138 +2,433 New Q1 2026 May 15, 2026
HOWE & RUSLING INC History No change 2,098 31 0.0% 0.0% 139 0 0.0% Q1 2026 Apr 28, 2026
PRIVATE TRUST CO NA History No change 1,904 30 0.0% 0.0% 140 0 0.0% Q1 2026 Apr 30, 2026
CWM, LLC History Added to 1,976 29 0.0% 0.0% 141 +58 3.02% Q1 2026 May 14, 2026
Capital Investment Advisory Services, LLC History No change 1,875 28 0.0% 0.0% 142 0 0.0% Q1 2026 May 05, 2026
FIFTH THIRD BANCORP History New 1,640 24 0.0% 143 +1,640 New Q1 2026 May 01, 2026
Corient Private Wealth LLC History Reduced 24,225 22 0.0% 0.0% 145 -789 -3.15% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History Added to 1,490 22 0.0% 0.0% 144 +552 58.85% Q1 2026 Apr 14, 2026
Farther Finance Advisors, LLC History Reduced 1,304 19 0.0% 0.0% 147 -1,572 -54.66% Q1 2026 Apr 07, 2026
JPMORGAN CHASE & CO History Added to 1,347 19 0.0% 0.0% 146 +1,237 1124.55% Q1 2026 May 13, 2026
Spire Wealth Management History No change 1,120 16 0.0% 0.0% 148 0 0.0% Q1 2026 Apr 22, 2026
Turtle Creek Wealth Advisors, LLC History New 1,010 15 0.0% 150 +1,010 New Q1 2026 Apr 27, 2026
Whipplewood Advisors, LLC History No change 1,053 15 0.01% 0.01% 149 0 0.0% Q1 2026 Apr 30, 2026
CULLEN/FROST BANKERS, INC. History No change 1,000 14 0.0% 0.0% 151 0 0.0% Q1 2026 May 05, 2026
BlackRock, Inc. History No change 985 14 0.0% 0.0% 152 0 0.0% Q1 2026 May 13, 2026
Innovative Asset Advisors Group, LLC History New 922 13 0.01% 153 +922 New Q1 2026 May 12, 2026
TopTier Wealth Management, LLC History New 779 11 0.01% 155 +779 New Q1 2026 May 05, 2026
RMG Wealth Management LLC History New 749 11 0.0% 154 +749 New Q1 2026 May 14, 2026
Capital Analysts, LLC History Reduced 589 9 0.0% 0.0% 156 -43 -6.8% Q1 2026 May 14, 2026
MAI Capital Management History New 500 7 0.0% 158 +500 New Q1 2026 May 15, 2026
FMR LLC History Added to 532 7 0.0% 0.0% 157 +22 4.31% Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 450 6 0.0% 0.0% 159 -675 -60.0% Q1 2026 May 07, 2026
Heritage Wealth Advisors History New 429 6 0.0% 160 +429 New Q1 2026 May 13, 2026
Archer Investment Corp History No change 200 2 0.0% 0.0% 161 0 0.0% Q1 2026 May 04, 2026
DHJJ Financial Advisors, Ltd. History No change 79 1 0.0% 0.0% 162 0 0.0% Q1 2026 Apr 09, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -34,610 -100.0% Q1 2026 May 14, 2026
TrueMark Investments, LLC History Closed out 0 0 0.05% -17,716 -100.0% Q1 2026 Apr 20, 2026
WINNOW WEALTH LLC History Closed out 0 0 0.19% -16,284 -100.0% Q1 2026 May 19, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.01% -12,086 -100.0% Q1 2026 Apr 28, 2026
Simplicity Wealth,LLC History Closed out 0 0 0.01% -11,996 -100.0% Q1 2026 Apr 30, 2026
Lifestyle Asset Management, Inc. History Closed out 0 0 0.06% -11,787 -100.0% Q1 2026 Apr 10, 2026
OPPENHEIMER & CO INC History Closed out 0 0 0.0% -11,651 -100.0% Q1 2026 Apr 23, 2026
Mariner, LLC History Closed out 0 0 0.0% -11,284 -100.0% Q1 2026 May 13, 2026
Perissos Private Wealth Management, LLC History Closed out 0 0 0.14% -10,476 -100.0% Q1 2026 May 07, 2026
Chicago Partners Investment Group LLC History Closed out 0 0 0.0% -10,379 -100.0% Q1 2026 May 04, 2026
LEIGH BALDWIN & CO., LLC History Closed out 0 0 0.1% -10,047 -100.0% Q1 2026 May 20, 2026
Camelot Portfolios, LLC History Closed out 0 0 0.09% -9,454 -100.0% Q1 2026 May 08, 2026
Dunhill Financial, LLC History Closed out 0 0 0.01% -1,500 -100.0% Q1 2026 May 06, 2026
Russell Investments Group, Ltd. History Closed out 0 0 0.0% -1,059 -100.0% Q1 2026 May 08, 2026
EASTERN BANK History Closed out 0 0 0.0% -1,000 -100.0% Q1 2026 Apr 07, 2026
AlphaCore Capital LLC History Closed out 0 0 0.0% -1,000 -100.0% Q1 2026 May 15, 2026
HIGHLINE WEALTH PARTNERS LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 Apr 06, 2026
Tower Research Capital LLC (TRC) History New 4 0 +4 New Q1 2026 May 15, 2026
AdvisorNet Financial, Inc History Added to 36 0 +1 2.86% Q1 2026 Apr 17, 2026
Allworth Financial LP History Added to 23 0 +1 4.55% Q1 2026 May 14, 2026
COMERICA BANK History No change 40 0 0 0.0% Q4 2025 Jan 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 5 0 0 0.0% Q1 2026 May 14, 2026
Blume Capital Management, Inc. History No change 15 0 0 0.0% Q1 2026 May 01, 2026
Sound Income Strategies, LLC History No change 61 0 0 0.0% Q1 2026 Apr 27, 2026
Larson Financial Group LLC History No change 1 0 0 0.0% Q1 2026 May 15, 2026
CoreCap Advisors, LLC History No change 7 0 0 0.0% Q1 2026 Apr 07, 2026
Smartleaf Asset Management LLC History No change 1 0 0 0.0% Q1 2026 May 15, 2026
Motiv8 Investments LLC History No change 13 0 0 0.0% Q4 2025 Feb 13, 2026