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 | No change | 4,055,219 | 64,842 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,406,123 | 54,463 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,792,826 | 44,657 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,522,007 | 24,290 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,047,441 | 16,748 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 959,054 | 15,335 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 948,304 | 14,670 | 0.25% | 0.27% | 7 | +5,471 | 0.58% | Q3 2026 | Nov 03, 2026 |
| UBS Group AG | History | No change | 648,016 | 10,361 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 660,102 | 10,211 | 0.61% | 0.68% | 9 | -6,840 | -1.03% | Q3 2026 | Oct 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 576,239 | 9,213 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 575,147 | 9,196 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 576,002 | 8,910 | 0.09% | 0.1% | 12 | -29,926 | -4.94% | Q3 2026 | Oct 22, 2026 |
| Thrive Capital Management, LLC | History | Added to | 520,887 | 8,058 | 1.45% | 1.52% | 13 | +15,395 | 3.05% | Q3 2026 | Oct 28, 2026 |
| Proficio Capital Partners LLC | History | No change | 462,895 | 7,401 | 0.27% | 0.27% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 367,187 | 5,680 | 0.15% | 0.15% | 15 | +23,590 | 6.87% | Q3 2026 | Oct 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 317,117 | 5,070 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 315,581 | 5,046 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 284,702 | 4,552 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 231,075 | 3,694 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 203,550 | 3,254 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 209,018 | 3,239 | 0.19% | 0.21% | 21 | -11,979 | -5.42% | Q3 2026 | Nov 02, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 190,577 | 2,948 | 1.46% | 1.15% | 22 | +42,453 | 28.66% | Q3 2026 | Oct 26, 2026 |
| CITADEL ADVISORS LLC | History | No change | 178,258 | 2,850 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 171,262 | 2,738 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 161,465 | 2,581 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 158,466 | 2,533 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 143,819 | 2,299 | 0.2% | 0.2% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | Reduced | 143,069 | 2,213 | 0.03% | 0.04% | 28 | -943 | -0.65% | Q3 2026 | Nov 03, 2026 |
| NFSG Corp | History | Added to | 141,563 | 2,189 | 0.25% | 0.27% | 29 | +5,680 | 4.18% | Q3 2026 | Oct 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 128,847 | 2,060 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Palacios Wealth Management, LLC | History | Reduced | 131,860 | 2,039 | 1.09% | 1.3% | 31 | -5,922 | -4.3% | Q3 2026 | Nov 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 125,795 | 2,011 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 128,239 | 1,983 | 0.01% | 0.01% | 33 | -924 | -0.72% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 120,681 | 1,929 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | Reduced | 122,462 | 1,896 | 0.02% | 0.03% | 35 | -801 | -0.65% | Q3 2026 | Oct 08, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 98,891 | 1,581 | 0.23% | 0.25% | 36 | -6,603 | -6.26% | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 99,950 | 1,549 | 0.0% | 0.0% | 37 | -12,593 | -11.19% | Q3 2026 | Oct 13, 2026 |
| OneAscent Family Office, LLC | History | No change | 86,866 | 1,388 | 0.7% | 0.7% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Astra Wealth Partners LLC | History | No change | 84,300 | 1,347 | 0.72% | 0.72% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 82,485 | 1,318 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | Reduced | 79,038 | 1,222 | 0.21% | 0.23% | 41 | -940 | -1.18% | Q3 2026 | Oct 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 78,537 | 1,215 | 0.0% | 0.0% | 42 | -1,237 | -1.55% | Q3 2026 | Nov 02, 2026 |
| Garner Asset Management Corp | History | Reduced | 77,978 | 1,189 | 0.39% | 0.42% | 43 | -2,641 | -3.28% | Q3 2026 | Oct 29, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 73,179 | 1,132 | 0.24% | 0.24% | 44 | +1,453 | 2.03% | Q3 2026 | Oct 26, 2026 |
| RiverFront Investment Group, LLC | History | No change | 67,845 | 1,084 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 69,068 | 1,068 | 1.28% | 1.31% | 46 | +5,607 | 8.84% | Q3 2026 | Nov 03, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 65,238 | 1,043 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Simplicity Wealth,LLC | History | New | 63,823 | 987 | 0.03% | — | 48 | +63,823 | New | Q3 2026 | Oct 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 62,212 | 962 | 0.03% | 0.02% | 49 | +7,125 | 12.93% | Q3 2026 | Oct 13, 2026 |
| NWF Advisory Services Inc. | History | Added to | 58,330 | 902 | 0.08% | 0.09% | 50 | +550 | 0.95% | Q3 2026 | Oct 19, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 55,176 | 882 | 0.25% | 0.25% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 54,100 | 865 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 53,634 | 857 | 0.72% | 0.72% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 54,104 | 836 | 0.21% | 0.16% | 54 | +14,890 | 37.97% | Q3 2026 | Oct 19, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 51,938 | 830 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 50,221 | 803 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SageGuard Financial Group, LLC | History | No change | 47,698 | 762 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Abel Hall, LLC | History | No change | 49,000 | 758 | 0.14% | 0.14% | 58 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Trilogy Capital Inc. | History | Added to | 47,526 | 735 | 0.03% | 0.03% | 59 | +25 | 0.05% | Q3 2026 | Oct 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 47,331 | 732 | 0.02% | — | 60 | +47,331 | New | Q3 2026 | Oct 29, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | New | 45,285 | 701 | 0.67% | — | 61 | +45,285 | New | Q3 2026 | Nov 02, 2026 |
| PFG Investments, LLC | History | No change | 42,442 | 678 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PMG Family Office LLC | History | Added to | 43,008 | 665 | 0.62% | 0.63% | 63 | +94 | 0.22% | Q3 2026 | Oct 19, 2026 |
| Kovack Advisors, Inc. | History | No change | 38,839 | 620 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 39,987 | 618 | 0.03% | 0.03% | 65 | +4,082 | 11.37% | Q3 2026 | Oct 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 37,867 | 605 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wealthfront Advisers LLC | History | No change | 36,645 | 585 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 35,924 | 574 | 0.36% | 0.36% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 35,259 | 545 | 0.01% | 0.01% | 69 | +166 | 0.47% | Q3 2026 | Oct 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,783 | 538 | 0.0% | 0.0% | 70 | -2,957 | -7.84% | Q3 2026 | Nov 02, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 33,016 | 527 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | No change | 32,877 | 525 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 30,669 | 490 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 30,053 | 480 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 29,024 | 464 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 28,591 | 442 | 0.0% | 0.0% | 76 | -5,922 | -17.16% | Q3 2026 | Oct 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 27,497 | 439 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 28,324 | 438 | 0.66% | 0.69% | 78 | -1,955 | -6.46% | Q3 2026 | Oct 20, 2026 |
| Sigma Planning Corp | History | Added to | 27,667 | 428 | 0.01% | 0.01% | 79 | +322 | 1.18% | Q3 2026 | Oct 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 26,750 | 413 | 0.01% | 0.01% | 80 | +1,500 | 5.94% | Q3 2026 | Oct 13, 2026 |
| Mutual Advisors, LLC | History | No change | 25,375 | 405 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Copley Financial Group, Inc. | History | No change | 25,389 | 405 | 0.24% | 0.24% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 24,084 | 385 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 24,152 | 373 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 23,901 | 369 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 23,554 | 364 | 0.03% | 0.06% | 86 | -30,569 | -56.48% | Q3 2026 | Oct 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 22,641 | 362 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 23,220 | 359 | 0.01% | 0.01% | 88 | -900 | -3.73% | Q3 2026 | Oct 22, 2026 |
| XML Financial, LLC | History | No change | 22,150 | 342 | 0.02% | 0.03% | 89 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 22,026 | 340 | 0.02% | 0.02% | 90 | +154 | 0.7% | Q3 2026 | Oct 08, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 20,947 | 334 | 0.2% | 0.2% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 20,712 | 331 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 20,677 | 330 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 21,125 | 326 | 0.18% | 0.2% | 94 | -1,904 | -8.27% | Q3 2026 | Oct 19, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 20,234 | 323 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 19,935 | 318 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 20,722 | 314 | 0.01% | 0.0% | 97 | +8,810 | 73.96% | Q3 2026 | Oct 26, 2026 |
| Arax Advisory Partners | History | No change | 19,145 | 306 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 18,000 | 278 | 0.0% | 0.0% | 99 | +1,800 | 11.11% | Q3 2026 | Oct 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 17,586 | 272 | 0.01% | 0.01% | 100 | +875 | 5.24% | Q3 2026 | Oct 13, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 15,703 | 242 | 0.13% | 0.12% | 101 | +1,772 | 12.72% | Q3 2026 | Oct 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 15,479 | 239 | 0.01% | 0.01% | 102 | -94 | -0.6% | Q3 2026 | Oct 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 15,365 | 237 | 0.0% | 0.0% | 103 | -587 | -3.68% | Q3 2026 | Oct 27, 2026 |
| Private Advisor Group, LLC | History | No change | 13,936 | 222 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Accel Wealth Management | History | Added to | 14,325 | 221 | 0.05% | 0.05% | 107 | +1,702 | 13.48% | Q3 2026 | Oct 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 13,875 | 221 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,864 | 221 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 13,875 | 221 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,224 | 220 | 0.0% | 0.01% | 109 | -3,625 | -20.31% | Q3 2026 | Oct 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13,723 | 219 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 13,929 | 215 | 0.03% | 0.03% | 112 | -1,589 | -10.24% | Q3 2026 | Nov 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 13,934 | 215 | 0.01% | 0.01% | 111 | -754 | -5.13% | Q3 2026 | Oct 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 14,000 | 212 | 0.02% | 0.03% | 113 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 13,616 | 210 | 0.09% | 0.05% | 114 | +941 | 7.42% | Q3 2026 | Oct 14, 2026 |
| Tactive Advisors, LLC | History | Reduced | 13,599 | 210 | 0.05% | 0.05% | 115 | -204 | -1.48% | Q3 2026 | Oct 08, 2026 |
| Qube Research & Technologies Ltd | History | No change | 13,050 | 208 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,333 | 206 | 0.0% | 0.0% | 117 | -486 | -3.52% | Q3 2026 | Oct 30, 2026 |
| Ascentis Independent Advisors | History | New | 12,886 | 199 | 0.01% | — | 120 | +12,886 | New | Q3 2026 | Nov 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 12,924 | 199 | 0.01% | 0.01% | 118 | -67 | -0.52% | Q3 2026 | Oct 26, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 12,500 | 199 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,155 | 194 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accurate Wealth Management, LLC | History | New | 12,479 | 193 | 0.02% | — | 122 | +12,479 | New | Q3 2026 | Oct 20, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 12,297 | 190 | 0.05% | 0.05% | 123 | +239 | 1.98% | Q3 2026 | Oct 02, 2026 |
| Essential Investment Partners LLC | History | New | 12,255 | 189 | 0.13% | — | 124 | +12,255 | New | Q3 2026 | Oct 27, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 11,999 | 185 | 0.07% | 0.08% | 125 | -2,276 | -15.94% | Q3 2026 | Oct 15, 2026 |
| ETF Store, Inc. | History | Added to | 10,999 | 170 | 0.14% | 0.14% | 126 | +145 | 1.34% | Q3 2026 | Oct 19, 2026 |
| CWA Asset Management Group, LLC | History | No change | 10,941 | 169 | 0.0% | 0.01% | 127 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 10,800 | 167 | 0.12% | 0.13% | 128 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,695 | 165 | 0.0% | 0.0% | 129 | +1,133 | 11.85% | Q3 2026 | Oct 08, 2026 |
| Portfolio Strategies, Inc. | History | No change | 10,221 | 163 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 10,081 | 161 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | Added to | 7,745 | 119 | 0.0% | 0.0% | 132 | +5,900 | 319.78% | Q3 2026 | Oct 30, 2026 |
| Caitlin John, LLC | History | No change | 7,000 | 111 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,662 | 106 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 6,050 | 96 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 5,228 | 80 | 0.0% | 0.0% | 136 | +520 | 11.05% | Q3 2026 | Oct 16, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 4,052 | 62 | 0.04% | 0.04% | 137 | +70 | 1.76% | Q3 2026 | Oct 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,719 | 59 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 3,750 | 59 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 3,698 | 56 | 0.04% | 0.05% | 140 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,337 | 53 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 2,711 | 41 | 0.01% | 0.01% | 142 | -26 | -0.95% | Q3 2026 | Oct 16, 2026 |
| HighTower Advisors, LLC | History | No change | 241,900 | 38 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOWE & RUSLING INC | History | No change | 2,098 | 33 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,904 | 29 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,640 | 26 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,475 | 23 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,379 | 21 | 0.0% | 0.0% | 148 | -125 | -8.31% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1,111 | 17 | 0.0% | — | 149 | +1,111 | New | Q3 2026 | Nov 04, 2026 |
| Realta Investment Advisors | History | No change | 1,066 | 16 | 0.0% | 0.01% | 150 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,000 | 15 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 28, 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 | 795 | 12 | 0.0% | 0.0% | 153 | +23 | 2.98% | Q3 2026 | Oct 26, 2026 |
| Larson Financial Group LLC | History | No change | 685 | 10 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 572 | 9 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 450 | 7 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 458 | 7 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 450 | 7 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 400 | 6 | 0.0% | — | 159 | +400 | New | Q3 2026 | Oct 13, 2026 |
| AlphaCore Capital LLC | History | New | 300 | 4 | 0.0% | — | 160 | +300 | New | Q3 2026 | Nov 04, 2026 |
| Archer Investment Corp | History | No change | 200 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 79 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -38,353 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Capital CS Group, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -19,556 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -15,442 | -100.0% | Q3 2026 | Oct 16, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,110 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,875 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,053 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q3 2026 | Oct 13, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2026 | Oct 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 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% | Q3 2026 | Oct 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |