USCF ETF Trust - SDCI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 3EDGE Asset Management, LP | History | Added to | 2,339,241 | 61,849 | 2.76% | 2.93% | 1 | +113,995 | 5.12% | Q2 2026 | Jul 27, 2026 |
| Proficio Capital Partners LLC | History | Added to | 809,665 | 21,407 | 0.77% | 0.65% | 2 | +359,945 | 80.04% | Q2 2026 | Aug 14, 2026 |
| Viaable, LLC | History | New | 769,780 | 20,306 | 16.85% | — | 3 | +769,780 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 702,900 | 18,584 | 0.0% | 0.0% | 4 | +369,333 | 110.72% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 619,529 | 16,380 | 0.13% | 0.14% | 5 | -2,833 | -0.46% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 471,346 | 12,463 | 0.01% | 0.02% | 6 | +71,843 | 17.98% | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 442,173 | 11,691 | 3.91% | 4.46% | 7 | +13,398 | 3.12% | Q2 2026 | Jul 22, 2026 |
| Peak Financial Management, Inc. | History | Added to | 380,981 | 10,073 | 2.31% | 2.61% | 8 | +3,559 | 0.94% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 322,823 | 8,535 | 0.0% | 0.0% | 9 | -42,534 | -11.64% | Q2 2026 | Aug 14, 2026 |
| ABLE Financial Group, LLC | History | Added to | 235,561 | 6,228 | 1.05% | 1.17% | 10 | +16,154 | 7.36% | Q2 2026 | Jul 22, 2026 |
| LPL Financial LLC | History | Added to | 229,438 | 6,066 | 0.0% | 0.0% | 11 | +185,774 | 425.46% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 213,510 | 5,645 | 0.0% | — | 12 | +213,510 | New | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 206,224 | 5,452 | 1.23% | 2.56% | 13 | -149,744 | -42.07% | Q2 2026 | Aug 10, 2026 |
| Stratos Investment Management, LLC | History | Added to | 193,548 | 5,117 | 0.18% | 0.1% | 14 | +99,986 | 106.87% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 176,806 | 4,674 | 0.0% | 0.0% | 15 | +175,352 | 12059.97% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 173,188 | 4,579 | 0.04% | 0.02% | 16 | +110,828 | 177.72% | Q2 2026 | Jul 27, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 167,272 | 4,422 | 0.87% | 0.97% | 17 | +16,756 | 11.13% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 163,682 | 4,327 | 0.13% | 0.09% | 18 | +70,475 | 75.61% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 151,661 | 4,009 | 0.01% | 0.01% | 19 | +56,925 | 60.09% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 147,967 | 3,912 | 0.0% | 0.0% | 20 | +28,277 | 23.63% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 143,705 | 3,800 | 0.01% | 0.01% | 21 | +9,951 | 7.44% | Q2 2026 | Jul 27, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 139,172 | 3,679 | 1.3% | 1.72% | 22 | -34,025 | -19.65% | Q2 2026 | Jul 29, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 135,754 | 3,589 | 0.67% | 0.91% | 23 | -33,988 | -20.02% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Added to | 119,474 | 3,158 | 0.03% | 0.04% | 24 | +3,097 | 2.66% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Added to | 114,659 | 3,031 | 0.0% | 0.0% | 25 | +1,344 | 1.19% | Q2 2026 | Aug 13, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 108,361 | 2,951 | 0.81% | 0.81% | 26 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 109,610 | 2,898 | 0.72% | 0.81% | 27 | +1,249 | 1.15% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | Added to | 104,913 | 2,773 | 0.01% | 0.01% | 28 | +6,783 | 6.91% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 102,045 | 2,698 | 0.13% | 0.15% | 29 | +3,732 | 3.8% | Q2 2026 | Aug 14, 2026 |
| MATAURO, LLC | History | New | 101,572 | 2,685 | 0.35% | — | 30 | +101,572 | New | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 90,986 | 2,405 | 0.0% | 0.0% | 31 | -11,355 | -11.1% | Q2 2026 | Aug 12, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 88,581 | 2,342 | 0.2% | 0.22% | 32 | +4,945 | 5.91% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 81,879 | 2,164 | 0.07% | 0.05% | 33 | +25,384 | 44.93% | Q2 2026 | Jul 24, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 72,918 | 1,927 | 0.47% | — | 34 | +72,918 | New | Q2 2026 | Jul 30, 2026 |
| HRT FINANCIAL LP | History | New | 69,551 | 1,838 | 0.0% | — | 35 | +69,551 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 68,082 | 1,800 | 0.0% | — | 36 | +68,082 | New | Q2 2026 | Sep 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 63,575 | 1,680 | 0.0% | 0.0% | 37 | +45,937 | 260.44% | Q2 2026 | Aug 05, 2026 |
| Prosperitas Financial LLC | History | Added to | 60,782 | 1,607 | 0.51% | 0.61% | 38 | +884 | 1.48% | Q2 2026 | Aug 19, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 57,504 | 1,520 | 0.6% | — | 39 | +57,504 | New | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | Added to | 56,225 | 1,486 | 0.02% | 0.01% | 40 | +17,345 | 44.61% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | Added to | 55,157 | 1,458 | 0.16% | 0.21% | 41 | +2,897 | 5.54% | Q2 2026 | Aug 06, 2026 |
| Stegent Equity Advisors, Inc. | History | New | 52,716 | 1,393 | 1.0% | — | 42 | +52,716 | New | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 52,535 | 1,389 | 0.02% | 0.03% | 43 | -4,396 | -7.72% | Q2 2026 | Jul 22, 2026 |
| Portside Wealth Group, LLC | History | Added to | 49,078 | 1,297 | 0.15% | 0.17% | 44 | +4,237 | 9.45% | Q2 2026 | Jul 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 48,182 | 1,273 | 0.03% | 0.03% | 45 | +1,128 | 2.4% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 45,657 | 1,207 | 0.0% | 0.0% | 46 | +28,970 | 173.61% | Q2 2026 | Jul 29, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 45,445 | 1,201 | 0.57% | — | 47 | +45,445 | New | Q2 2026 | Jul 24, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 43,540 | 1,151 | 0.5% | 0.62% | 48 | -5,855 | -11.85% | Q2 2026 | Jul 16, 2026 |
| HM PAYSON & CO | History | No change | 38,811 | 1,026 | 0.01% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 38,753 | 1,024 | 0.04% | 0.06% | 50 | -13,589 | -25.96% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 34,519 | 944 | 0.0% | 0.0% | 51 | +2,714 | 8.53% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 34,298 | 906 | 0.01% | 0.01% | 52 | +1,411 | 4.29% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 32,709 | 864 | 0.0% | — | 53 | +32,709 | New | Q2 2026 | Aug 14, 2026 |
| G&S Capital LLC | History | New | 32,560 | 860 | 0.25% | — | 54 | +32,560 | New | Q2 2026 | Jul 10, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 32,375 | 856 | 0.04% | — | 55 | +32,375 | New | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 31,755 | 839 | 0.0% | 0.0% | 56 | +3,845 | 13.78% | Q2 2026 | Aug 12, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 31,420 | 830 | 0.02% | 0.03% | 57 | -2,261 | -6.71% | Q2 2026 | Aug 19, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 30,154 | 797 | 0.44% | 0.52% | 58 | +200 | 0.67% | Q2 2026 | Jul 20, 2026 |
| Allied Private Wealth LLC | History | New | 28,286 | 778 | 0.5% | — | 59 | +28,286 | New | Q2 2026 | Jul 09, 2026 |
| DAVENPORT & Co LLC | History | New | 28,476 | 752 | 0.0% | — | 60 | +28,476 | New | Q2 2026 | Jul 13, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 27,954 | 739 | 0.11% | 0.14% | 61 | -800 | -2.78% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 26,901 | 711 | 0.11% | 0.13% | 62 | -731 | -2.65% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 26,823 | 709 | 0.0% | 0.0% | 63 | +13,085 | 95.25% | Q2 2026 | Aug 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 26,031 | 688 | 0.13% | 0.18% | 64 | -4,295 | -14.16% | Q2 2026 | Jul 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 25,927 | 685 | 0.0% | 0.0% | 65 | +656 | 2.6% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 22,973 | 651 | 0.33% | 0.53% | 66 | -10,795 | -31.97% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,516 | 648 | 0.0% | 0.0% | 67 | +3,251 | 15.29% | Q2 2026 | Aug 13, 2026 |
| WT Wealth Management | History | Added to | 24,536 | 648 | 0.18% | 0.2% | 68 | +5 | 0.02% | Q2 2026 | Jul 22, 2026 |
| Riverbend Wealth Management, LLC | History | New | 22,338 | 590 | 0.3% | — | 69 | +22,338 | New | Q2 2026 | Jul 22, 2026 |
| Advisor Resource Council | History | Added to | 20,615 | 558 | 0.16% | 0.18% | 70 | +385 | 1.9% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | New | 20,092 | 531 | 0.0% | — | 71 | +20,092 | New | Q2 2026 | Sep 08, 2026 |
| Cerity Partners LLC | History | Reduced | 19,060 | 503 | 0.0% | 0.0% | 72 | -765 | -3.86% | Q2 2026 | Aug 14, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 18,409 | 486 | 0.2% | 0.29% | 73 | -3,807 | -17.14% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | New | 18,346 | 485 | 0.03% | — | 74 | +18,346 | New | Q2 2026 | Aug 05, 2026 |
| Brookwood Investment Group LLC | History | Added to | 17,788 | 470 | 0.05% | 0.06% | 75 | +446 | 2.57% | Q2 2026 | Jul 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 17,600 | 465 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Belpointe Asset Management LLC | History | New | 17,261 | 456 | 0.01% | — | 77 | +17,261 | New | Q2 2026 | Jul 31, 2026 |
| Elyxium Wealth, LLC | History | New | 16,691 | 441 | 0.05% | — | 78 | +16,691 | New | Q2 2026 | Aug 03, 2026 |
| Advyzon Investment Management, LLC | History | New | 16,631 | 439 | 0.03% | — | 79 | +16,631 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,306 | 431 | 0.0% | 0.0% | 80 | +515 | 3.26% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 15,000 | 396 | 0.0% | 0.0% | 81 | +10,000 | 200.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 14,541 | 384 | 0.0% | 0.0% | 82 | +2,287 | 18.66% | Q2 2026 | Aug 12, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 13,840 | 374 | 0.06% | 3.89% | 83 | -840,871 | -98.38% | Q2 2026 | Jul 09, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 13,250 | 350 | 0.16% | 0.16% | 84 | +1,000 | 8.16% | Q2 2026 | Jul 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 12,940 | 342 | 0.01% | 0.01% | 85 | +3,565 | 38.03% | Q2 2026 | Jul 15, 2026 |
| Interchange Capital Partners, LLC | History | New | 12,736 | 336 | 0.06% | — | 87 | +12,736 | New | Q2 2026 | Jul 20, 2026 |
| Matrix Trust Co | History | Reduced | 12,719 | 336 | 0.05% | 0.06% | 86 | -520 | -3.93% | Q2 2026 | Jul 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,680 | 335 | 0.03% | — | 88 | +12,680 | New | Q2 2026 | Aug 14, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 11,649 | 307 | 0.29% | 0.36% | 89 | -752 | -6.06% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | Added to | 10,900 | 288 | 0.01% | 0.0% | 90 | +2,200 | 25.29% | Q2 2026 | Jul 20, 2026 |
| Andina Capital Management, LLC | History | New | 10,677 | 282 | 0.46% | — | 91 | +10,677 | New | Q2 2026 | Aug 05, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 10,616 | 280 | 0.03% | — | 92 | +10,616 | New | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,102 | 267 | 0.0% | 0.01% | 93 | -13,655 | -57.48% | Q2 2026 | Aug 12, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 9,900 | 261 | 0.08% | 0.11% | 94 | -850 | -7.91% | Q2 2026 | Jul 16, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,442 | 249 | 0.01% | 0.01% | 95 | +369 | 4.07% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 9,197 | 243 | 0.0% | — | 96 | +9,197 | New | Q2 2026 | Aug 14, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 8,782 | 232 | 0.03% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,266 | 218 | 0.0% | 0.01% | 98 | -11,606 | -58.4% | Q2 2026 | Jul 28, 2026 |
| Castleview Partners, LLC | History | New | 8,221 | 217 | 0.1% | — | 99 | +8,221 | New | Q2 2026 | Jul 20, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 8,145 | 215 | 0.22% | 0.22% | 100 | +384 | 4.95% | Q2 2026 | Jul 29, 2026 |
| GWN SECURITIES INC. | History | New | 7,909 | 209 | 0.03% | — | 101 | +7,909 | New | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 7,600 | 200 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 5,980 | 158 | 0.08% | 0.09% | 103 | +120 | 2.05% | Q2 2026 | Aug 26, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 4,152 | 109 | 0.08% | 0.01% | 104 | +3,502 | 538.77% | Q2 2026 | Jul 09, 2026 |
| Blue Trust, Inc. | History | Added to | 3,646 | 96 | 0.0% | 0.0% | 105 | +1,662 | 83.77% | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,595 | 95 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,561 | 94 | 0.0% | 0.05% | 107 | -26,012 | -87.96% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,743 | 72 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | New | 2,389 | 63 | 0.0% | — | 109 | +2,389 | New | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,917 | 50 | 0.0% | — | 110 | +1,917 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 1,181 | 32 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 1,000 | 26 | 0.0% | — | 112 | +1,000 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 929 | 24 | 0.0% | 0.0% | 113 | +615 | 195.86% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | New | 632 | 16 | 0.0% | — | 115 | +632 | New | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | New | 605 | 16 | 0.0% | — | 114 | +605 | New | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 550 | 14 | 0.0% | — | 116 | +550 | New | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 500 | 13 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 444 | 11 | 0.0% | 0.0% | 118 | +15 | 3.5% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 295 | 7 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 250 | 6 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 214 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | New | 126 | 3 | 0.0% | — | 123 | +126 | New | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 81 | 2 | 0.0% | — | 125 | +81 | New | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | Reduced | 91 | 2 | 0.0% | 0.0% | 124 | -12 | -11.65% | Q2 2026 | Jul 30, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 2.46% | — | -144,762 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,042 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Envision Financial Transparency, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -10,061 | -100.0% | Q2 2026 | Aug 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.02% | — | -1,516 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Vision Retirement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q2 2026 | Jul 21, 2026 |