VanEck ETF Trust - SHYD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 1,596,293 | 36,171 | 0.01% | 0.01% | 1 | +111,319 | 7.5% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,540,541 | 34,908 | 0.05% | 0.06% | 2 | -292,476 | -15.96% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 959,327 | 21,738 | 0.0% | 0.0% | 3 | +117,107 | 13.9% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 773,525 | 17,528 | 0.0% | 0.0% | 4 | -3,025 | -0.39% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 599,969 | 13,595 | 0.0% | 0.0% | 5 | +264,630 | 78.91% | Q1 2026 | May 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 319,311 | 7,235 | 0.29% | 0.27% | 6 | +11,554 | 3.75% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 280,230 | 6,350 | 0.01% | 0.01% | 7 | -5,085 | -1.78% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 266,615 | 6,041 | 0.0% | 0.0% | 8 | +88,728 | 49.88% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 266,268 | 6,028 | 0.36% | 0.37% | 9 | -3,096 | -1.15% | Q1 2026 | Apr 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 205,989 | 4,667 | 0.0% | 0.0% | 10 | +25,746 | 14.28% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 197,188 | 4,468 | 0.08% | 0.09% | 11 | -6,338 | -3.11% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 195,357 | 4,426 | 0.0% | 0.0% | 12 | +9,917 | 5.35% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 184,118 | 4,172 | 0.0% | 0.0% | 13 | +39,496 | 27.31% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 169,973 | 3,851 | 0.0% | 0.0% | 14 | -56,820 | -25.05% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 141,801 | 3,213 | 0.02% | 0.01% | 15 | +78,255 | 123.15% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 133,611 | 3,027 | 0.0% | 0.0% | 16 | -4,090 | -2.97% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 127,986 | 2,901 | 0.0% | 0.0% | 17 | +2,793 | 2.23% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 117,652 | 2,665 | 0.08% | 0.08% | 18 | +2,566 | 2.23% | Q1 2026 | Apr 08, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 100,000 | 2,266 | 0.53% | 0.53% | 19 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 95,605 | 2,166 | 0.0% | 0.0% | 20 | +14,552 | 17.95% | Q1 2026 | May 15, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 93,502 | 2,118 | 1.67% | 1.44% | 21 | +17,307 | 22.71% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 85,541 | 1,934 | 0.0% | 0.0% | 22 | -4,975 | -5.5% | Q1 2026 | May 15, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 78,023 | 1,787 | 0.54% | 0.54% | 23 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 76,269 | 1,728 | 0.12% | 0.44% | 24 | -25,709 | -25.21% | Q1 2026 | May 18, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 72,602 | 1,645 | 0.01% | 0.01% | 25 | +1,610 | 2.27% | Q1 2026 | May 01, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 70,880 | 1,606 | 0.09% | 0.18% | 26 | -54,167 | -43.32% | Q1 2026 | Apr 23, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 62,203 | 1,409 | 0.07% | 0.07% | 27 | +1 | 0.0% | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Added to | 59,106 | 1,339 | 0.18% | 0.18% | 28 | +1,310 | 2.27% | Q1 2026 | Apr 20, 2026 |
| Pure Financial Advisors, LLC | History | No change | 57,081 | 1,293 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| RMR Wealth Builders | History | Added to | 56,750 | 1,285 | 0.1% | 0.08% | 30 | +12,626 | 28.61% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 52,488 | 1,189 | 0.01% | 0.01% | 31 | -177 | -0.34% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 51,695 | 1,184 | 0.01% | 0.01% | 32 | +4,579 | 9.72% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 51,167 | 1,159 | 0.02% | 0.02% | 33 | -15,973 | -23.79% | Q1 2026 | Apr 09, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 50,375 | 1,154 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 50,464 | 1,143 | 0.04% | 0.04% | 35 | +3,900 | 8.38% | Q1 2026 | May 15, 2026 |
| CROBAN | History | Added to | 50,042 | 1,133 | 0.53% | 0.44% | 36 | +10,069 | 25.19% | Q1 2026 | May 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 48,703 | 1,103 | 0.07% | 0.09% | 37 | -11,447 | -19.03% | Q1 2026 | May 07, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 46,667 | 1,057 | 0.11% | 0.11% | 38 | -1,136 | -2.38% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 45,966 | 1,041 | 0.0% | 0.01% | 39 | -3,540 | -7.15% | Q1 2026 | Apr 24, 2026 |
| GWN SECURITIES INC. | History | Added to | 45,010 | 1,019 | 0.19% | 0.13% | 40 | +17,914 | 66.11% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 44,017 | 997 | 0.0% | — | 41 | +44,017 | New | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 43,851 | 993 | 0.02% | 0.02% | 42 | +931 | 2.17% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 43,080 | 976 | 0.0% | 0.0% | 43 | +795 | 1.88% | Q1 2026 | May 07, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 41,931 | 950 | 0.17% | 0.16% | 44 | +364 | 0.88% | Q1 2026 | Apr 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 41,500 | 940 | 0.02% | — | 45 | +41,500 | New | Q1 2026 | May 01, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 41,000 | 929 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 41,000 | 929 | 0.76% | 0.77% | 47 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Added to | 38,865 | 880 | 0.02% | 0.02% | 48 | +1,152 | 3.05% | Q1 2026 | May 04, 2026 |
| Dakota Wealth Management | History | Reduced | 38,317 | 868 | 0.02% | 0.02% | 49 | -17,609 | -31.49% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 37,364 | 846 | 0.05% | 0.06% | 50 | -120 | -0.32% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 37,160 | 842 | 0.03% | 0.04% | 51 | -10,671 | -22.31% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 36,908 | 836 | 0.0% | 0.0% | 52 | +1,028 | 2.87% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 36,506 | 827 | 0.01% | 0.01% | 53 | +5,762 | 18.74% | Q1 2026 | May 08, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 34,425 | 780 | 0.06% | 0.06% | 54 | -1,100 | -3.1% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 29,865 | 676 | 0.01% | 0.01% | 55 | +11,064 | 58.85% | Q1 2026 | Apr 20, 2026 |
| REGIONS FINANCIAL CORP | History | New | 29,286 | 663 | 0.0% | — | 56 | +29,286 | New | Q1 2026 | May 05, 2026 |
| NewSquare Capital LLC | History | Added to | 28,077 | 636 | 0.06% | 0.06% | 57 | +515 | 1.87% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 28,037 | 635 | 0.0% | 0.0% | 58 | -2,487 | -8.15% | Q1 2026 | May 14, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 26,871 | 608 | 0.07% | 0.08% | 59 | -448 | -1.64% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 26,829 | 607 | 0.0% | 0.0% | 60 | +3,985 | 17.44% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 26,157 | 592 | 0.01% | 0.01% | 61 | +10,371 | 65.7% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 25,998 | 589 | 0.0% | 0.0% | 62 | +16,267 | 167.17% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 25,770 | 583 | 0.0% | 0.0% | 63 | +22 | 0.09% | Q1 2026 | May 05, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 25,084 | 568 | 0.12% | 0.09% | 64 | +5,569 | 28.54% | Q1 2026 | Apr 20, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 24,101 | 546 | 0.12% | — | 65 | +24,101 | New | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | No change | 21,886 | 495 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Curtis Advisory Group, LLC | History | No change | 21,511 | 487 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allen Capital Group, LLC | History | No change | 20,757 | 475 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 20,801 | 470 | 0.0% | 0.0% | 69 | -21,403 | -50.71% | Q1 2026 | Apr 08, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Added to | 19,799 | 448 | 0.77% | 0.29% | 70 | +5,197 | 35.59% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,583 | 444 | 0.0% | 0.0% | 71 | +1,653 | 9.22% | Q1 2026 | Apr 30, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 19,383 | 439 | 0.03% | 0.06% | 72 | -23,455 | -54.75% | Q1 2026 | May 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 19,164 | 434 | 0.06% | 0.19% | 73 | -41,866 | -68.6% | Q1 2026 | Apr 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,120 | 432 | 0.0% | 0.0% | 74 | +10,208 | 114.54% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 19,021 | 431 | 0.04% | 0.05% | 75 | -1,093 | -5.43% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,972 | 429 | 0.0% | 0.0% | 76 | -3,633 | -16.07% | Q1 2026 | May 04, 2026 |
| Valeo Financial Advisors, LLC | History | New | 18,610 | 421 | 0.01% | — | 77 | +18,610 | New | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 18,561 | 420 | 0.0% | — | 78 | +18,561 | New | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 17,875 | 405 | 0.02% | 0.02% | 79 | +2,500 | 16.26% | Q1 2026 | Apr 28, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 17,866 | 404 | 0.22% | 0.23% | 80 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 16,570 | 375 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 16,006 | 362 | 0.01% | 0.01% | 83 | +2,628 | 19.64% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 16,005 | 362 | 0.0% | 0.0% | 82 | +2,627 | 19.64% | Q1 2026 | May 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 15,912 | 361 | 0.1% | 0.08% | 84 | +1,794 | 12.71% | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Reduced | 15,792 | 357 | 0.02% | 0.02% | 85 | -3,601 | -18.57% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 15,502 | 355 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 15,083 | 341 | 0.22% | 0.2% | 87 | +2,651 | 21.32% | Q1 2026 | May 08, 2026 |
| Keebeck Wealth Management | History | Reduced | 14,760 | 334 | 0.04% | 0.04% | 88 | -440 | -2.89% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 14,418 | 326 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 14,189 | 321 | 0.25% | 0.11% | 90 | +8,492 | 149.06% | Q1 2026 | Apr 07, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 14,015 | 317 | 0.12% | 0.12% | 91 | +150 | 1.08% | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | No change | 13,608 | 308 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 13,608 | 308 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | New | 13,583 | 307 | 0.0% | — | 94 | +13,583 | New | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 13,511 | 306 | 0.0% | 0.0% | 95 | +1,590 | 13.34% | Q1 2026 | May 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 13,381 | 303 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wedmont Private Capital | History | New | 13,315 | 302 | 0.01% | — | 98 | +13,315 | New | Q1 2026 | Apr 09, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 13,345 | 302 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 12,975 | 294 | 0.01% | 0.0% | 99 | +3,581 | 38.12% | Q1 2026 | Apr 17, 2026 |
| Brookstone Capital Management | History | Added to | 12,972 | 293 | 0.0% | 0.0% | 100 | +6 | 0.05% | Q1 2026 | Apr 16, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 12,736 | 289 | 0.01% | 0.01% | 101 | -4,121 | -24.45% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,562 | 284 | 0.0% | 0.01% | 102 | +653 | 5.48% | Q1 2026 | May 18, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,527 | 283 | 0.0% | — | 103 | +12,527 | New | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Added to | 12,257 | 277 | 0.01% | 0.01% | 104 | +263 | 2.19% | Q1 2026 | May 08, 2026 |
| Security Financial Services, INC. | History | No change | 11,907 | 272 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 12,000 | 271 | 0.09% | 0.1% | 106 | -1,000 | -7.69% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 11,820 | 267 | 0.0% | 0.0% | 107 | +2,820 | 31.33% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | New | 11,765 | 266 | 0.0% | — | 109 | +11,765 | New | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 11,770 | 266 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 11,555 | 261 | 0.14% | 0.14% | 110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Innova Wealth Partners | History | No change | 11,275 | 255 | 0.12% | 0.13% | 111 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 11,156 | 252 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tortoise Investment Management, LLC | History | No change | 11,065 | 250 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 10,899 | 246 | 0.0% | — | 114 | +10,899 | New | Q1 2026 | Apr 29, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 10,780 | 244 | 0.07% | 0.08% | 115 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 32,400 | 240 | 0.01% | 0.0% | 116 | -15,262 | -32.02% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 10,553 | 239 | 0.16% | 0.16% | 117 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 10,331 | 234 | 0.03% | 0.03% | 119 | +58 | 0.56% | Q1 2026 | May 11, 2026 |
| FC Advisory LLC | History | Added to | 10,337 | 234 | 0.07% | 0.07% | 118 | +26 | 0.25% | Q1 2026 | Apr 14, 2026 |
| Auour Investments LLC | History | Reduced | 10,280 | 232 | 0.07% | 0.08% | 120 | -741 | -6.72% | Q1 2026 | Apr 20, 2026 |
| Syntegra Private Wealth Group, LLC | History | New | 10,222 | 231 | 0.02% | — | 121 | +10,222 | New | Q1 2026 | Apr 27, 2026 |
| Revisor Wealth Management LLC | History | No change | 10,151 | 230 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| American Money Management, LLC | History | No change | 10,000 | 226 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 9,641 | 218 | 0.02% | 0.03% | 124 | -1,184 | -10.94% | Q1 2026 | May 05, 2026 |
| Family Capital Management, Inc. | History | No change | 9,373 | 212 | 0.09% | 0.1% | 125 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Added to | 8,701 | 197 | 0.0% | 0.0% | 126 | +1,520 | 21.17% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,998 | 181 | 0.01% | 0.0% | 127 | +2,059 | 34.67% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 7,514 | 169 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | New | 7,159 | 162 | 0.01% | — | 129 | +7,159 | New | Q1 2026 | May 19, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 7,000 | 158 | 0.13% | 0.13% | 130 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,881 | 87 | 0.0% | 0.0% | 131 | +22 | 0.57% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,621 | 82 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,950 | 66 | 0.0% | — | 133 | +2,950 | New | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,841 | 64 | 0.0% | 0.0% | 134 | -1,977 | -41.03% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 2,051 | 46 | 0.0% | — | 136 | +2,051 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,070 | 46 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,928 | 43 | 0.0% | 0.0% | 137 | -362 | -15.81% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 1,374 | 31 | 0.0% | 0.0% | 138 | -92 | -6.28% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 1,346 | 30 | 0.0% | 0.0% | 140 | -2,700 | -66.73% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 1,352 | 30 | 0.0% | 0.0% | 139 | +62 | 4.81% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,300 | 29 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,258 | 28 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 1015 Capital Partners, LLC | History | No change | 1,205 | 27 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 1,127 | 25 | 0.0% | 0.0% | 144 | -25 | -2.17% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 900 | 20 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 704 | 15 | 0.01% | 0.01% | 146 | +4 | 0.57% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 416 | 9 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NFSG Corp | History | No change | 241 | 5 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| REAP Financial Group, LLC | History | No change | 241 | 5 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | New | 95 | 2 | 0.0% | — | 150 | +95 | New | Q1 2026 | Apr 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -78,054 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -43,502 | -100.0% | Q1 2026 | May 01, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -20,988 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,000 | -100.0% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,600 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FOSTER & MOTLEY INC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,603 | -100.0% | Q1 2026 | Apr 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,144 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,694 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,377 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,200 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -978 | -100.0% | Q1 2026 | May 15, 2026 |