abrdn Silver ETF Trust - SIVR
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,866,482 | 133,658 | 0.01% | 0.01% | 1 | +404,837 | 27.7% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 1,321,475 | 92,286 | 0.65% | 0.51% | 2 | +261,413 | 24.66% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,246,765 | 89,280 | 0.02% | 0.02% | 3 | +37,270 | 3.08% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,227,539 | 87,904 | 0.01% | 0.01% | 4 | -534,914 | -30.35% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 978,377 | 70,061 | 0.01% | 0.01% | 5 | +24,410 | 2.56% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 692,200 | 49,568 | 0.01% | 0.0% | 6 | +324,601 | 88.3% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 668,452 | 47,867 | 0.01% | 0.01% | 7 | -69,658 | -9.44% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 642,730 | 46,025 | 0.01% | 0.03% | 8 | -2,224,244 | -77.58% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 518,100 | 37,101 | 0.0% | 0.0% | 9 | -18,524 | -3.45% | Q1 2026 | May 15, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 503,923 | 36,085 | 7.17% | 9.93% | 10 | -192,323 | -27.62% | Q1 2026 | Apr 14, 2026 |
| AMG National Trust Bank | History | Reduced | 388,864 | 27,846 | 0.6% | 0.98% | 11 | -224,749 | -36.63% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 326,591 | 23,387 | 0.02% | 0.03% | 12 | -56,345 | -14.71% | Q1 2026 | May 13, 2026 |
| Capital Management Associates, Inc | History | Reduced | 273,022 | 19,551 | 4.42% | 4.57% | 13 | -32,675 | -10.69% | Q1 2026 | Apr 22, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 254,683 | 18,237 | 3.64% | 4.16% | 14 | -49,733 | -16.34% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 252,039 | 18,048 | 0.0% | 0.0% | 15 | -15,302 | -5.72% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 235,777 | 16,884 | 1.25% | 1.52% | 16 | -6,393 | -2.64% | Q1 2026 | May 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 224,712 | 16,091 | 0.02% | 0.02% | 17 | -26,517 | -10.55% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 203,224 | 14,552 | 0.16% | 0.18% | 18 | +1,105 | 0.55% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 197,836 | 14,167 | 0.33% | 0.66% | 19 | -4,499 | -2.22% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 197,687 | 14,156 | 0.0% | 0.01% | 20 | -118,158 | -37.41% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 192,659 | 13,796 | 0.01% | 0.03% | 21 | -225,593 | -53.94% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 188,523 | 13,500 | 0.0% | 0.0% | 22 | -24,736 | -11.6% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 161,133 | 11,538 | 0.04% | 0.04% | 23 | +10,845 | 7.22% | Q1 2026 | Jun 02, 2026 |
| World Investment Advisors | History | Reduced | 157,802 | 11,300 | 0.18% | 0.18% | 24 | -4,317 | -2.66% | Q1 2026 | Apr 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 156,093 | 11,177 | 1.27% | 1.27% | 25 | -8,719 | -5.29% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 143,487 | 10,275 | 0.03% | 0.03% | 26 | +1,484 | 1.05% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Reduced | 143,348 | 10,265 | 0.08% | 0.08% | 27 | -6,105 | -4.08% | Q1 2026 | Apr 15, 2026 |
| Kiker Wealth Management, LLC | History | Added to | 142,935 | 10,235 | 4.89% | 7.26% | 28 | +139,701 | 4319.76% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 129,971 | 9,307 | 0.0% | 0.0% | 29 | -34,861 | -21.15% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 121,426 | 8,695 | 0.95% | 0.01% | 30 | +119,897 | 7841.53% | Q1 2026 | Apr 28, 2026 |
| Belvedere Trading LLC | History | Added to | 118,049 | 8,453 | 0.01% | 0.0% | 31 | +64,157 | 119.05% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 115,844 | 8,295 | 1.17% | — | 32 | +115,844 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 118,076 | 7,875 | 0.0% | 0.01% | 33 | -2,935,266 | -96.13% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 105,732 | 7,571 | 0.01% | 0.02% | 34 | -121,293 | -53.43% | Q1 2026 | Apr 27, 2026 |
| Encompass More Asset Management | History | Reduced | 83,075 | 5,949 | 1.0% | 1.11% | 35 | -6,210 | -6.96% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 88,595 | 5,905 | 0.0% | 0.0% | 36 | +52 | 0.06% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 77,685 | 5,876 | 0.8% | 1.01% | 37 | -309 | -0.4% | Q1 2026 | May 11, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 77,307 | 5,535 | 1.04% | 1.28% | 38 | -22,588 | -22.61% | Q1 2026 | Apr 13, 2026 |
| Global Wealth Management, LLC | History | Added to | 77,041 | 5,516 | 3.01% | 2.78% | 39 | +750 | 0.98% | Q1 2026 | Apr 16, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 74,887 | 5,362 | 0.15% | 0.25% | 40 | -44,524 | -37.29% | Q1 2026 | Apr 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 72,296 | 5,177 | 0.0% | 0.0% | 41 | +55,089 | 320.15% | Q1 2026 | May 12, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | New | 72,184 | 5,169 | 2.47% | — | 42 | +72,184 | New | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 72,060 | 5,160 | 0.01% | 0.0% | 43 | +27,540 | 61.86% | Q1 2026 | May 13, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Reduced | 72,000 | 5,155 | 4.17% | 4.49% | 44 | -5,000 | -6.49% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 69,938 | 5,008 | 0.26% | 0.3% | 45 | -15,181 | -17.84% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 68,440 | 4,900 | 0.05% | 0.06% | 46 | -20,135 | -22.73% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 66,576 | 4,767 | 0.0% | 0.0% | 47 | -25,297 | -27.53% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 66,310 | 4,748 | 0.01% | 0.02% | 48 | -79,833 | -54.63% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 65,855 | 4,715 | 0.02% | 0.02% | 49 | +14,672 | 28.67% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Reduced | 62,976 | 4,509 | 0.02% | 0.09% | 50 | -158,503 | -71.57% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | New | 21,208 | 4,418 | 0.67% | — | 51 | +21,208 | New | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 61,251 | 4,386 | 0.01% | 0.01% | 52 | +1,726 | 2.9% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 59,624 | 4,269 | 0.24% | 0.23% | 53 | +3,717 | 6.65% | Q1 2026 | Apr 30, 2026 |
| NewEdge Wealth, LLC | History | No change | 58,700 | 4,203 | 0.05% | 0.02% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 58,078 | 4,158 | 1.49% | 1.41% | 55 | +14 | 0.02% | Q1 2026 | May 06, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 57,950 | 4,149 | 0.34% | 0.36% | 56 | -741 | -1.26% | Q1 2026 | May 07, 2026 |
| Apeiron RIA LLC | History | Reduced | 56,100 | 4,017 | 0.93% | 1.1% | 57 | -16,404 | -22.62% | Q1 2026 | Apr 27, 2026 |
| Systelligence, LLC | History | Reduced | 55,414 | 3,968 | 0.77% | 1.72% | 58 | -77,836 | -58.41% | Q1 2026 | Apr 21, 2026 |
| Virtu Financial LLC | History | New | 55,211 | 3,954 | 0.16% | — | 59 | +55,211 | New | Q1 2026 | May 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 55,061 | 3,942 | 0.03% | 0.02% | 60 | +15,435 | 38.95% | Q1 2026 | May 07, 2026 |
| Asset One Wealth Management LLC | History | Added to | 53,612 | 3,857 | 0.43% | 0.55% | 61 | +737 | 1.39% | Q1 2026 | May 12, 2026 |
| WT Wealth Management | History | Reduced | 52,035 | 3,726 | 1.11% | 1.17% | 62 | -7,924 | -13.22% | Q1 2026 | Apr 21, 2026 |
| MYECFO, LLC | History | Reduced | 51,457 | 3,684 | 1.54% | 1.61% | 63 | -4,650 | -8.29% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 51,425 | 3,682 | 0.04% | 0.04% | 64 | -2,187 | -4.08% | Q1 2026 | Apr 28, 2026 |
| Silver Coast Investments LLC | History | Reduced | 51,044 | 3,655 | 1.17% | 1.24% | 65 | -2,115 | -3.98% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 50,754 | 3,634 | 0.0% | 0.01% | 66 | -15,452 | -23.34% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 50,422 | 3,610 | 0.12% | 0.03% | 67 | +37,258 | 283.03% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 50,104 | 3,588 | 0.0% | 0.0% | 68 | -1,585 | -3.07% | Q1 2026 | May 14, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 49,012 | 3,509 | 1.47% | 1.15% | 69 | +3,178 | 6.93% | Q1 2026 | May 15, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Reduced | 48,340 | 3,461 | 0.38% | 0.4% | 70 | -7,260 | -13.06% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 46,761 | 3,348 | 0.05% | 0.06% | 71 | -9,549 | -16.96% | Q1 2026 | May 13, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 48,510 | 3,281 | 2.35% | 2.35% | 72 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Jump Financial, LLC | History | New | 45,211 | 3,237 | 0.04% | — | 73 | +45,211 | New | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 43,590 | 3,121 | 0.01% | 0.0% | 74 | +30,659 | 237.1% | Q1 2026 | May 13, 2026 |
| SMART Wealth LLC | History | Reduced | 43,359 | 3,104 | 0.91% | 1.41% | 75 | -24,881 | -36.46% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | New | 41,790 | 2,992 | 0.02% | — | 76 | +41,790 | New | Q1 2026 | May 15, 2026 |
| SPROTT INC. | History | Reduced | 41,243 | 2,953 | 0.09% | 0.1% | 77 | -4,015 | -8.87% | Q1 2026 | May 08, 2026 |
| Sowell Financial Services LLC | History | Reduced | 40,414 | 2,894 | 0.11% | 0.1% | 78 | -429 | -1.05% | Q1 2026 | Apr 20, 2026 |
| Vontobel Holding Ltd. | History | Added to | 40,320 | 2,887 | 0.01% | 0.0% | 79 | +22,170 | 122.15% | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | New | 38,666 | 2,768 | 0.02% | — | 80 | +38,666 | New | Q1 2026 | May 14, 2026 |
| Fielder Capital Group LLC | History | Reduced | 37,851 | 2,710 | 0.59% | 1.16% | 81 | -43,011 | -53.19% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 36,672 | 2,626 | 0.01% | 0.01% | 82 | -18,653 | -33.72% | Q1 2026 | Apr 22, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 36,094 | 2,584 | 0.68% | 0.66% | 83 | -1,029 | -2.77% | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 35,778 | 2,562 | 0.03% | 0.01% | 84 | +19,086 | 114.34% | Q1 2026 | May 11, 2026 |
| Alpine Bank Wealth Management | History | No change | 34,000 | 2,434 | 0.35% | 0.33% | 85 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 33,525 | 2,400 | 0.02% | 0.03% | 86 | -613 | -1.8% | Q1 2026 | May 06, 2026 |
| Leo Wealth, LLC | History | Added to | 32,858 | 2,352 | 0.17% | 0.15% | 87 | +2,108 | 6.86% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 32,282 | 2,311 | 0.01% | 0.01% | 88 | +6,232 | 23.92% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 31,713 | 2,269 | 0.02% | 0.02% | 89 | +377 | 1.2% | Q1 2026 | Apr 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 30,265 | 2,167 | 0.03% | 0.03% | 90 | +3,386 | 12.6% | Q1 2026 | Apr 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 29,872 | 2,139 | 0.0% | 0.0% | 91 | +176 | 0.59% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 29,396 | 2,105 | 0.18% | 0.16% | 92 | +181 | 0.62% | Q1 2026 | May 15, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 29,186 | 2,090 | 1.03% | 0.76% | 93 | +7,300 | 33.35% | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | New | 28,285 | 2,025 | 0.07% | — | 94 | +28,285 | New | Q1 2026 | Apr 28, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 27,024 | 1,935 | 0.22% | 0.2% | 95 | -380 | -1.39% | Q1 2026 | Apr 16, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 26,459 | 1,894 | 0.55% | 0.53% | 96 | +254 | 0.97% | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | Reduced | 26,049 | 1,865 | 0.04% | 0.08% | 97 | -28,716 | -52.43% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 26,023 | 1,863 | 0.01% | 0.0% | 98 | +24,245 | 1363.61% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 26,000 | 1,861 | 1.01% | 0.93% | 99 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 25,676 | 1,838 | 0.01% | 0.01% | 100 | +1,934 | 8.15% | Q1 2026 | May 14, 2026 |
| Blue Capital, Inc. | History | Reduced | 25,285 | 1,810 | 1.18% | 1.36% | 101 | -2,851 | -10.13% | Q1 2026 | Apr 24, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 25,199 | 1,804 | 3.72% | 7.94% | 102 | -24,391 | -49.19% | Q1 2026 | Apr 28, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 24,670 | 1,766 | 0.14% | — | 103 | +24,670 | New | Q1 2026 | May 12, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 24,189 | 1,732 | 0.42% | 0.48% | 104 | -4,769 | -16.47% | Q1 2026 | Apr 08, 2026 |
| IMC-Chicago, LLC | History | Reduced | 24,050 | 1,722 | 0.0% | 0.0% | 105 | -6,374 | -20.95% | Q1 2026 | May 05, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 23,847 | 1,707 | 1.74% | 1.36% | 106 | +3,963 | 19.93% | Q1 2026 | Apr 10, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 23,835 | 1,706 | 0.29% | 0.06% | 107 | +18,979 | 390.84% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | New | 23,378 | 1,674 | 0.01% | — | 108 | +23,378 | New | Q1 2026 | May 15, 2026 |
| Hegarty Advisors, LLC | History | New | 23,309 | 1,669 | 1.32% | — | 109 | +23,309 | New | Q1 2026 | Apr 30, 2026 |
| Nikulski Financial, Inc. | History | New | 23,130 | 1,656 | 0.41% | — | 110 | +23,130 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,735 | 1,640 | 0.0% | 0.0% | 111 | -8,543 | -26.47% | Q1 2026 | Apr 08, 2026 |
| Castleview Partners, LLC | History | New | 22,781 | 1,631 | 0.84% | — | 113 | +22,781 | New | Q1 2026 | May 01, 2026 |
| Inspire Advisors, LLC | History | Reduced | 22,784 | 1,631 | 0.13% | 0.15% | 112 | -1,725 | -7.04% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 22,711 | 1,626 | 0.4% | — | 114 | +22,711 | New | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | No change | 22,600 | 1,618 | 0.01% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 22,183 | 1,588 | 0.02% | 0.03% | 116 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 21,259 | 1,522 | 0.03% | 0.04% | 117 | -10,534 | -33.13% | Q1 2026 | Apr 17, 2026 |
| Tactive Advisors, LLC | History | Added to | 21,255 | 1,522 | 0.43% | 0.34% | 118 | +4,115 | 24.01% | Q1 2026 | Apr 16, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 21,194 | 1,517 | 0.84% | 1.07% | 119 | -8,177 | -27.84% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 21,112 | 1,511 | 0.0% | 0.0% | 120 | +13,676 | 183.92% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 21,074 | 1,509 | 0.02% | 0.02% | 121 | -2,618 | -11.05% | Q1 2026 | Apr 20, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 20,905 | 1,497 | 0.04% | 0.04% | 122 | +1,599 | 8.28% | Q1 2026 | May 12, 2026 |
| Security National Bank | History | No change | 20,534 | 1,470 | 0.21% | 0.2% | 123 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Betterment LLC | History | Added to | 19,985 | 1,431 | 0.0% | 0.0% | 124 | +9,214 | 85.54% | Q1 2026 | May 14, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 19,480 | 1,394 | 0.84% | 4.1% | 126 | -78,433 | -80.1% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 19,544 | 1,394 | 0.1% | 0.03% | 125 | +12,713 | 186.11% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 18,941 | 1,356 | 0.0% | 0.0% | 127 | +200 | 1.07% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 18,837 | 1,348 | 0.17% | — | 128 | +18,837 | New | Q1 2026 | Apr 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 18,741 | 1,341 | 0.02% | 0.02% | 129 | +1,807 | 10.67% | Q1 2026 | May 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 18,500 | 1,324 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Anson Capital, Inc. | History | Reduced | 18,227 | 1,305 | 0.89% | 1.08% | 131 | -3,676 | -16.78% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,159 | 1,300 | 0.0% | 0.01% | 132 | -59,609 | -76.65% | Q1 2026 | May 01, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 18,054 | 1,292 | 0.44% | 0.43% | 133 | +100 | 0.56% | Q1 2026 | Apr 27, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 17,649 | 1,263 | 0.59% | 0.55% | 134 | -90 | -0.51% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,943 | 1,213 | 0.03% | 0.05% | 135 | -12,824 | -43.08% | Q1 2026 | May 15, 2026 |
| Columbus Macro, LLC | History | Reduced | 16,771 | 1,200 | 0.13% | 0.14% | 136 | -1,762 | -9.51% | Q1 2026 | Apr 21, 2026 |
| Envision Financial Transparency, LLC | History | New | 16,726 | 1,198 | 1.16% | — | 137 | +16,726 | New | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 16,609 | 1,189 | 0.03% | 0.02% | 138 | +5,840 | 54.23% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 15,742 | 1,127 | 0.0% | 0.0% | 139 | +4,242 | 36.89% | Q1 2026 | May 14, 2026 |
| BOS Asset Management, LLC | History | Reduced | 15,249 | 1,091 | 0.28% | 0.32% | 140 | -2,234 | -12.78% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 15,116 | 1,078 | 0.02% | 0.04% | 141 | -14,718 | -49.33% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 15,038 | 1,076 | 0.0% | 0.0% | 142 | +107 | 0.72% | Q1 2026 | May 12, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 14,875 | 1,065 | 0.08% | 0.06% | 143 | +3,325 | 28.79% | Q1 2026 | Apr 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 26,300 | 1,058 | 0.0% | — | 144 | +26,300 | New | Q1 2026 | May 15, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 14,767 | 1,057 | 0.74% | 0.95% | 145 | -2,762 | -15.76% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 14,533 | 1,040 | 0.0% | 0.01% | 146 | -34,950 | -70.63% | Q1 2026 | May 14, 2026 |
| Global View Capital Management LLC | History | Reduced | 14,365 | 1,028 | 0.27% | 0.37% | 147 | -15,068 | -51.19% | Q1 2026 | May 04, 2026 |
| Red Tortoise LLC | History | No change | 14,307 | 1,024 | 0.43% | 0.41% | 148 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Jacobsen Capital Management | History | No change | 14,244 | 1,020 | 0.34% | 0.31% | 149 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Nadler Financial Group, Inc. | History | No change | 13,785 | 987 | 0.1% | 0.09% | 150 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 13,617 | 975 | 0.01% | 0.01% | 151 | -42 | -0.31% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Reduced | 13,491 | 966 | 0.0% | 0.0% | 152 | -246 | -1.79% | Q1 2026 | May 15, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 13,475 | 964 | 0.42% | 0.53% | 153 | -4,298 | -24.18% | Q1 2026 | May 01, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 13,411 | 960 | 0.63% | 0.8% | 154 | -3,653 | -21.41% | Q1 2026 | Apr 23, 2026 |
| Texas Yale Capital Corp. | History | Added to | 13,190 | 944 | 0.03% | 0.03% | 155 | +335 | 2.61% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,057 | 935 | 0.03% | 0.04% | 156 | +194 | 1.51% | Q1 2026 | May 19, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,617 | 903 | 0.0% | 0.0% | 157 | -67 | -0.53% | Q1 2026 | Apr 27, 2026 |
| BSW Wealth Partners | History | Added to | 12,252 | 877 | 0.11% | 0.09% | 158 | +979 | 8.68% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,066 | 864 | 0.0% | 0.0% | 159 | +3,753 | 45.15% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 11,793 | 844 | 0.0% | 0.0% | 160 | +3,692 | 45.57% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 11,667 | 835 | 0.05% | 0.03% | 161 | +5,122 | 78.26% | Q1 2026 | May 12, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 11,660 | 834 | 0.31% | 1.33% | 162 | -42,793 | -78.59% | Q1 2026 | Apr 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 11,598 | 830 | 0.03% | 0.05% | 163 | +4,989 | 75.49% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 11,587 | 829 | 0.02% | 0.02% | 164 | +1,349 | 13.18% | Q1 2026 | May 04, 2026 |
| Rare Wolf Capital LLC | History | No change | 11,503 | 823 | 0.53% | 0.49% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,488 | 822 | 0.04% | 0.03% | 166 | +2,077 | 22.07% | Q1 2026 | May 12, 2026 |
| TBH Global Asset Management, LLC | History | No change | 11,455 | 820 | 0.17% | 0.13% | 167 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Visionary Wealth Advisors | History | Reduced | 11,430 | 818 | 0.04% | 0.04% | 168 | -140 | -1.21% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,133 | 797 | 0.02% | 0.01% | 169 | +5,429 | 95.18% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 11,108 | 795 | 0.01% | — | 170 | +11,108 | New | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | New | 11,078 | 793 | 0.0% | — | 171 | +11,078 | New | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Reduced | 11,006 | 788 | 0.73% | 0.97% | 172 | -4,528 | -29.15% | Q1 2026 | Apr 07, 2026 |
| VICUS CAPITAL | History | Added to | 10,909 | 781 | 0.06% | 0.05% | 173 | +701 | 6.87% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,793 | 772 | 0.01% | 0.02% | 174 | -10,644 | -49.65% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 10,638 | 761 | 0.04% | 0.01% | 175 | +6,209 | 140.19% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,658 | 761 | 0.0% | 0.0% | 176 | -579 | -5.15% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | New | 10,324 | 739 | 0.05% | — | 177 | +10,324 | New | Q1 2026 | May 05, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 10,322 | 739 | 0.26% | — | 178 | +10,322 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,259 | 734 | 0.01% | 0.01% | 179 | +72 | 0.71% | Q1 2026 | May 15, 2026 |
| Fortis Capital Management LLC | History | New | 10,246 | 733 | 0.08% | — | 180 | +10,246 | New | Q1 2026 | May 11, 2026 |
| TCFG Investment Advisors, LLC | History | New | 10,223 | 732 | 0.27% | — | 182 | +10,223 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 10,223 | 732 | 0.27% | 0.32% | 181 | -2,014 | -16.46% | Q1 2026 | Apr 23, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 10,197 | 730 | 0.08% | 0.07% | 183 | -540 | -5.03% | Q1 2026 | May 06, 2026 |
| Index Technologies Group LLC | History | Reduced | 10,165 | 727 | 0.79% | 0.95% | 184 | -3,236 | -24.15% | Q1 2026 | Apr 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 10,577 | 715 | 0.45% | 0.45% | 185 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Optivise Advisory Services LLC | History | Added to | 9,932 | 711 | 0.43% | 0.35% | 186 | +878 | 9.7% | Q1 2026 | Apr 15, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 9,890 | 708 | 0.04% | 0.14% | 187 | -20,215 | -67.15% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,846 | 705 | 0.01% | 0.01% | 188 | +3,349 | 51.55% | Q1 2026 | May 14, 2026 |
| Miller Global Investments, LLC | History | Reduced | 9,702 | 694 | 0.64% | 2.89% | 189 | -37,546 | -79.47% | Q1 2026 | Apr 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 9,641 | 690 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 9,424 | 674 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 9,400 | 673 | 0.06% | 0.02% | 192 | +5,900 | 168.57% | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Added to | 9,348 | 669 | 0.02% | 0.01% | 193 | +4,054 | 76.58% | Q1 2026 | Apr 14, 2026 |
| Brookstone Capital Management | History | Added to | 9,324 | 667 | 0.01% | 0.01% | 194 | +262 | 2.89% | Q1 2026 | Apr 16, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 9,255 | 662 | 0.31% | 0.43% | 195 | -4,202 | -31.23% | Q1 2026 | May 07, 2026 |
| Gibbs Wealth Management | History | New | 9,160 | 655 | 0.09% | — | 196 | +9,160 | New | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | New | 9,125 | 653 | 0.0% | — | 197 | +9,125 | New | Q1 2026 | May 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 9,071 | 649 | 0.6% | — | 198 | +9,071 | New | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 9,030 | 646 | 0.01% | 0.01% | 199 | -600 | -6.23% | Q1 2026 | Apr 13, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 9,034 | 646 | 0.16% | 0.15% | 200 | +473 | 5.53% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,812 | 631 | 0.01% | 0.01% | 201 | +1,989 | 29.15% | Q1 2026 | May 12, 2026 |
| CWC Advisors, LLC. | History | Added to | 8,727 | 624 | 0.3% | 0.28% | 202 | +271 | 3.2% | Q1 2026 | Apr 16, 2026 |
| Fulcrum Equity Management | History | No change | 8,700 | 623 | 0.6% | 0.56% | 203 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,142 | 618 | 0.0% | 0.0% | 204 | +2,779 | 43.67% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 8,371 | 599 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,350 | 597 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,293 | 593 | 0.04% | 0.03% | 207 | +1,898 | 29.68% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Reduced | 8,059 | 577 | 0.01% | 0.01% | 208 | -1,117 | -12.17% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 7,989 | 572 | 0.06% | 0.05% | 209 | +825 | 11.52% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,693 | 568 | 0.01% | 0.02% | 210 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Reduced | 7,833 | 560 | 0.25% | 0.59% | 211 | -12,572 | -61.61% | Q1 2026 | Apr 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 7,824 | 560 | 0.01% | 0.01% | 212 | +596 | 8.25% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Added to | 7,800 | 558 | 0.01% | 0.0% | 213 | +3,278 | 72.49% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 7,786 | 557 | 0.03% | 0.02% | 214 | +1,415 | 22.21% | Q1 2026 | Apr 28, 2026 |
| JT Stratford LLC | History | Added to | 7,653 | 548 | 0.07% | 0.06% | 215 | +422 | 5.84% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 7,535 | 539 | 0.06% | 0.03% | 216 | +3,874 | 105.82% | Q1 2026 | May 04, 2026 |
| Sara-Bay Financial | History | No change | 7,500 | 537 | 0.16% | 0.16% | 217 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arlington Trust Co LLC | History | No change | 7,500 | 537 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PFG Investments, LLC | History | Reduced | 7,462 | 534 | 0.02% | 0.03% | 219 | -1,979 | -20.96% | Q1 2026 | Apr 27, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | New | 7,183 | 514 | 0.06% | — | 220 | +7,183 | New | Q1 2026 | May 15, 2026 |
| Ervin Investment Management, LLC | History | No change | 7,100 | 508 | 0.3% | 0.27% | 221 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,042 | 504 | 0.01% | 0.01% | 222 | -820 | -10.43% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,946 | 497 | 0.02% | — | 223 | +6,946 | New | Q1 2026 | May 14, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 6,896 | 493 | 0.07% | — | 224 | +6,896 | New | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,719 | 481 | 0.0% | 0.0% | 225 | +3,630 | 117.51% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | No change | 6,707 | 480 | 0.05% | 0.04% | 226 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 6,664 | 477 | 0.03% | 0.02% | 227 | +1,549 | 30.28% | Q1 2026 | Apr 27, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 6,565 | 470 | 0.13% | 0.21% | 228 | -5,885 | -47.27% | Q1 2026 | Apr 28, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 6,700 | 453 | 0.48% | 0.48% | 229 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 6,244 | 447 | 0.05% | 0.06% | 230 | -285 | -4.37% | Q1 2026 | Apr 13, 2026 |
| Quadrature Capital Ltd | History | Reduced | 6,178 | 442 | 0.01% | 0.01% | 231 | -12,711 | -67.29% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | New | 6,114 | 437 | 0.0% | — | 232 | +6,114 | New | Q1 2026 | May 04, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 6,018 | 430 | 0.01% | 0.0% | 233 | +1,573 | 35.39% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 6,000 | 429 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 5,727 | 410 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,529 | 395 | 0.0% | 0.0% | 236 | -3,117 | -36.05% | Q1 2026 | May 13, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 5,503 | 394 | 0.11% | 0.13% | 237 | -957 | -14.81% | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,370 | 384 | 0.0% | 0.01% | 238 | -946 | -14.98% | Q1 2026 | Apr 20, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 5,359 | 383 | 0.19% | 0.16% | 239 | +769 | 16.75% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | New | 4,577 | 377 | 0.01% | — | 240 | +4,577 | New | Q1 2026 | May 14, 2026 |
| Blossom Wealth Management | History | Added to | 5,240 | 375 | 0.56% | 0.58% | 241 | +66 | 1.28% | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Reduced | 5,195 | 372 | 0.02% | 0.02% | 242 | -2,079 | -28.58% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,123 | 366 | 0.0% | 0.0% | 243 | +1,391 | 37.27% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 5,077 | 363 | 0.01% | — | 244 | +5,077 | New | Q1 2026 | May 15, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 5,023 | 359 | 0.08% | 0.08% | 245 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,991 | 357 | 0.0% | 0.0% | 246 | -123 | -2.41% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | No change | 4,971 | 355 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 5,276 | 353 | 0.0% | 0.0% | 248 | -8,802 | -62.52% | Q1 2026 | May 15, 2026 |
| Wolff Financial Management LLC | History | No change | 4,859 | 347 | 0.08% | 0.07% | 249 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wright Wealth LLC | History | Reduced | 4,811 | 344 | 0.23% | 0.45% | 250 | -5,295 | -52.39% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 4,800 | 343 | 0.01% | 0.01% | 251 | -2,200 | -31.43% | Q1 2026 | May 15, 2026 |
| Bravias Capital Group, LLC | History | Added to | 4,775 | 341 | 0.22% | 0.18% | 252 | +404 | 9.24% | Q1 2026 | Apr 28, 2026 |
| BKM Wealth Management, LLC | History | Added to | 4,755 | 340 | 0.12% | 0.11% | 253 | +170 | 3.71% | Q1 2026 | Apr 22, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 4,725 | 338 | 0.23% | 0.19% | 254 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Pure Financial Advisors, LLC | History | New | 4,686 | 335 | 0.0% | — | 255 | +4,686 | New | Q1 2026 | Apr 10, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 4,616 | 330 | 0.07% | 0.07% | 256 | -395 | -7.88% | Q1 2026 | Apr 09, 2026 |
| First Heartland Consultants, Inc. | History | New | 4,606 | 329 | 0.03% | — | 258 | +4,606 | New | Q1 2026 | Apr 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 4,603 | 329 | 0.01% | 0.01% | 257 | +685 | 17.48% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 4,458 | 319 | 0.02% | — | 259 | +4,458 | New | Q1 2026 | May 18, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,419 | 316 | 0.0% | 0.0% | 260 | +390 | 9.68% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 4,406 | 315 | 0.02% | — | 262 | +4,406 | New | Q1 2026 | Apr 15, 2026 |
| North Forty Two & Co. | History | No change | 4,400 | 315 | 0.29% | 0.28% | 261 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OneAscent Financial Services LLC | History | Added to | 4,336 | 310 | 0.02% | 0.02% | 264 | +926 | 27.16% | Q1 2026 | Apr 21, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 4,330 | 310 | 0.01% | 0.0% | 263 | +610 | 16.4% | Q1 2026 | May 05, 2026 |
| PATRON PARTNERS, LLC | History | New | 4,311 | 308 | 0.14% | — | 265 | +4,311 | New | Q1 2026 | Apr 29, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 8,868 | 305 | 0.08% | 0.5% | 266 | +732 | 9.0% | Q1 2026 | May 12, 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | History | No change | 4,245 | 303 | 0.04% | 0.03% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 4,232 | 303 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 4,156 | 297 | 0.03% | 0.14% | 269 | -14,543 | -77.77% | Q1 2026 | May 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,096 | 293 | 0.03% | — | 271 | +4,096 | New | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | Reduced | 4,095 | 293 | 0.07% | 0.07% | 270 | -163 | -3.83% | Q1 2026 | Apr 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 4,078 | 291 | 0.01% | 0.0% | 272 | +1,050 | 34.68% | Q1 2026 | May 11, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | New | 4,039 | 289 | 0.09% | — | 273 | +4,039 | New | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,971 | 284 | 0.01% | 0.01% | 274 | +169 | 4.45% | Q1 2026 | Apr 14, 2026 |
| Hamilton Capital, LLC | History | Reduced | 3,905 | 279 | 0.01% | 0.03% | 275 | -4,303 | -52.42% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,890 | 278 | 0.01% | 0.01% | 276 | -1,437 | -26.98% | Q1 2026 | May 04, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 3,870 | 277 | 0.02% | 0.11% | 277 | -17,345 | -81.76% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,874 | 277 | 0.01% | 0.01% | 278 | -1,704 | -30.55% | Q1 2026 | Apr 07, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 3,842 | 275 | 0.17% | 0.85% | 279 | -16,429 | -81.05% | Q1 2026 | Apr 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 3,829 | 274 | 0.0% | — | 280 | +3,829 | New | Q1 2026 | May 08, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 3,785 | 271 | 0.28% | 0.27% | 281 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 3,768 | 269 | 0.0% | — | 282 | +3,768 | New | Q1 2026 | May 15, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 3,740 | 267 | 0.2% | 0.21% | 283 | -50 | -1.32% | Q1 2026 | Apr 06, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 3,679 | 263 | 0.02% | 0.02% | 284 | -1,799 | -32.84% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,648 | 261 | 0.0% | 0.0% | 285 | -4,841 | -57.03% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 3,642 | 260 | 0.01% | 0.02% | 286 | -1,821 | -33.33% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | New | 3,611 | 258 | 0.06% | — | 288 | +3,611 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,615 | 258 | 0.0% | 0.0% | 287 | +218 | 6.42% | Q1 2026 | May 08, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 3,580 | 257 | 0.04% | 0.22% | 290 | -17,783 | -83.24% | Q1 2026 | Apr 28, 2026 |
| OmniStar Financial Group, Inc. | History | Reduced | 3,593 | 257 | 0.13% | 0.31% | 289 | -4,288 | -54.41% | Q1 2026 | May 15, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 3,519 | 251 | 0.11% | 0.12% | 291 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SAXON INTERESTS, INC. | History | No change | 3,486 | 249 | 0.09% | 0.08% | 292 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Magnolia Private Wealth, LLC | History | New | 3,462 | 247 | 0.16% | — | 293 | +3,462 | New | Q1 2026 | Apr 21, 2026 |
| Fortune Financial Group, Inc. | History | New | 3,415 | 244 | 0.22% | — | 295 | +3,415 | New | Q1 2026 | Apr 23, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 3,420 | 244 | 0.17% | 0.37% | 294 | -2,014 | -37.06% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 3,398 | 243 | 0.01% | — | 296 | +3,398 | New | Q1 2026 | Apr 23, 2026 |
| Independent Wealth Network Inc. | History | New | 3,353 | 240 | 0.07% | — | 297 | +3,353 | New | Q1 2026 | Apr 20, 2026 |
| Pacific Park Financial, Inc. | History | New | 3,315 | 237 | 0.15% | — | 298 | +3,315 | New | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,306 | 236 | 0.0% | — | 300 | +3,306 | New | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Added to | 3,303 | 236 | 0.03% | 0.02% | 299 | +91 | 2.83% | Q1 2026 | Apr 28, 2026 |
| Worth Asset Management, LLC | History | Reduced | 3,293 | 235 | 0.09% | 0.17% | 301 | -2,514 | -43.29% | Q1 2026 | Apr 17, 2026 |
| Broadway Wealth Solutions, Inc. | History | No change | 3,293 | 235 | 0.12% | 0.12% | 302 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 3,250 | 232 | 0.15% | 0.14% | 303 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 3,202 | 229 | 0.01% | — | 304 | +3,202 | New | Q1 2026 | May 07, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | New | 3,160 | 226 | 0.02% | — | 305 | +3,160 | New | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | Reduced | 3,130 | 224 | 0.02% | 0.02% | 306 | -35 | -1.11% | Q1 2026 | May 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,078 | 220 | 0.01% | — | 308 | +3,078 | New | Q1 2026 | Apr 28, 2026 |
| Csenge Advisory Group | History | Reduced | 3,084 | 220 | 0.01% | 0.01% | 307 | -107 | -3.35% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,995 | 214 | 0.0% | 0.0% | 309 | -1,000 | -25.03% | Q1 2026 | May 13, 2026 |
| Violich Capital Management, Inc. | History | No change | 3,000 | 214 | 0.03% | 0.02% | 310 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| McMillan Office, Inc. | History | No change | 3,000 | 214 | 0.03% | 0.02% | 311 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Choate Investment Advisors | History | New | 2,979 | 213 | 0.0% | — | 312 | +2,979 | New | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,933 | 210 | 0.01% | 0.01% | 313 | +380 | 14.88% | Q1 2026 | Apr 17, 2026 |
| Baker Ellis Asset Management LLC | History | New | 2,900 | 207 | 0.02% | — | 314 | +2,900 | New | Q1 2026 | Apr 17, 2026 |
| Paragon Advisors, LLC | History | New | 2,894 | 207 | 0.06% | — | 315 | +2,894 | New | Q1 2026 | May 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,835 | 203 | 0.02% | 0.03% | 316 | -1,125 | -28.41% | Q1 2026 | May 11, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 2,845 | 203 | 0.09% | 0.09% | 317 | -312 | -9.88% | Q1 2026 | Apr 28, 2026 |
| Argyle Capital Partners, LLC | History | New | 2,834 | 202 | 0.15% | — | 319 | +2,834 | New | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,000 | 202 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 2,812 | 201 | 0.0% | 0.0% | 320 | +1,175 | 71.78% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 2,640 | 178 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,396 | 171 | 0.0% | — | 323 | +2,396 | New | Q1 2026 | May 01, 2026 |
| S.A. Mason LLC | History | Added to | 2,400 | 171 | 0.06% | 0.05% | 322 | +415 | 20.91% | Q1 2026 | Apr 27, 2026 |
| Bravera Wealth | History | No change | 2,150 | 153 | 0.07% | 0.07% | 324 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO | History | No change | 2,190 | 152 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Boreal Capital Management LLC | History | No change | 2,103 | 150 | 0.12% | 0.11% | 326 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,986 | 142 | 0.0% | 0.0% | 327 | -5,266 | -72.61% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,752 | 125 | 0.01% | 0.0% | 328 | +1,077 | 159.56% | Q1 2026 | Apr 14, 2026 |
| CoreFirst Bank & Trust | History | Added to | 1,430 | 102 | 0.05% | 0.05% | 329 | +30 | 2.14% | Q1 2026 | Jun 03, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,385 | 99 | 0.01% | 0.01% | 330 | +22 | 1.61% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,247 | 89 | 0.26% | 0.09% | 331 | -28,159 | -95.76% | Q1 2026 | May 12, 2026 |
| Millstone Evans Group, LLC | History | New | 1,214 | 86 | 0.05% | — | 332 | +1,214 | New | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,137 | 81 | 0.0% | 0.0% | 333 | +255 | 28.91% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Reduced | 1,024 | 73 | 0.0% | 0.0% | 334 | -1,059 | -50.84% | Q1 2026 | Apr 22, 2026 |
| Vision Retirement, LLC | History | Reduced | 1,001 | 71 | 0.02% | 0.44% | 337 | -23,396 | -95.9% | Q1 2026 | May 07, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 1,000 | 71 | 0.01% | 0.02% | 336 | -2,000 | -66.67% | Q1 2026 | Apr 27, 2026 |
| Eurizon Asset Management Hungary Ltd. | History | New | 1,000 | 71 | 0.08% | — | 338 | +1,000 | New | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | Reduced | 1,000 | 71 | 0.0% | 0.0% | 335 | -142 | -12.43% | Q1 2026 | May 05, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 990 | 70 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 960 | 68 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CITY HOLDING CO | History | No change | 875 | 62 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Motiv8 Investments LLC | History | No change | 785 | 53 | 0.03% | 0.03% | 342 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 726 | 51 | 0.01% | 0.0% | 344 | +555 | 324.56% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 725 | 51 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 691 | 49 | 0.01% | 0.56% | 346 | -48,473 | -98.59% | Q1 2026 | May 07, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | New | 697 | 49 | 0.0% | — | 347 | +697 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 696 | 49 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Costello Asset Management, INC | History | Added to | 658 | 47 | 0.02% | 0.01% | 348 | +90 | 15.85% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 648 | 46 | 0.0% | 0.0% | 349 | -1,520 | -70.11% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | New | 645 | 46 | 0.02% | — | 350 | +645 | New | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 609 | 43 | 0.0% | — | 352 | +609 | New | Q1 2026 | May 13, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 611 | 43 | 0.03% | 0.02% | 351 | +115 | 23.19% | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Added to | 600 | 42 | 0.01% | 0.0% | 353 | +322 | 115.83% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Reduced | 585 | 41 | 0.0% | 0.0% | 354 | -208 | -26.23% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 515 | 36 | 0.0% | 0.01% | 355 | -102,310 | -99.5% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 507 | 36 | 0.0% | 0.01% | 356 | -2,165 | -81.03% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 500 | 35 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sankala Group LLC | History | No change | 496 | 33 | 0.03% | 0.04% | 358 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Archer Investment Corp | History | New | 392 | 28 | 0.01% | — | 359 | +392 | New | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 383 | 27 | 0.0% | 0.0% | 360 | -267 | -41.08% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 386 | 27 | 0.0% | 0.0% | 361 | +144 | 59.5% | Q1 2026 | May 13, 2026 |
| PFS Partners, LLC | History | No change | 372 | 26 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Bare Financial Services, Inc | History | No change | 362 | 25 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 255 | 18 | 0.0% | 0.0% | 364 | +107 | 72.3% | Q1 2026 | Apr 13, 2026 |
| Financial Perspectives, Inc | History | New | 242 | 17 | 0.0% | — | 367 | +242 | New | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 238 | 17 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 255 | 17 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Capital Management LLC | History | No change | 235 | 16 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 200 | 14 | 0.0% | 0.0% | 369 | -76 | -27.54% | Q1 2026 | May 07, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 200 | 14 | 0.0% | 0.0% | 370 | +44 | 28.21% | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 191 | 13 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Copia Wealth Management | History | Reduced | 172 | 12 | 0.01% | 0.01% | 372 | -5 | -2.82% | Q1 2026 | May 04, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 135 | 9 | 0.01% | — | 373 | +135 | New | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | New | 120 | 8 | 0.0% | — | 376 | +120 | New | Q1 2026 | May 01, 2026 |
| CX Institutional | History | New | 118 | 8 | 0.0% | — | 375 | +118 | New | Q1 2026 | Apr 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 122 | 8 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 100 | 7 | 0.0% | — | 380 | +100 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 108 | 7 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Sound Income Strategies, LLC | History | No change | 108 | 7 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 112 | 7 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 82 | 5 | 0.0% | — | 383 | +82 | New | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | New | 72 | 5 | 0.0% | — | 382 | +72 | New | Q1 2026 | May 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 70 | 5 | 0.0% | 0.0% | 381 | -55 | -44.0% | Q1 2026 | May 05, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 62 | 4 | 0.0% | 0.0% | 384 | +18 | 40.91% | Q1 2026 | May 15, 2026 |
| POM Investment Strategies, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 32 | 2 | 0.0% | — | 387 | +32 | New | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 29 | 2 | 0.0% | — | 388 | +29 | New | Q1 2026 | May 07, 2026 |
| American Capital Advisory, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 20 | 1 | 0.0% | — | 390 | +20 | New | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 19 | 1 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GUARDIAN POINT CAPITAL, LP | History | Closed out | 0 | 0 | — | 9.94% | — | -475,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -462,030 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Southeast Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 2.84% | — | -442,290 | -100.0% | Q1 2026 | May 13, 2026 |
| Advocacy Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -242,213 | -100.0% | Q1 2026 | May 12, 2026 |
| MATAURO, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -44,792 | -100.0% | Q1 2026 | Apr 22, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -44,001 | -100.0% | Q1 2026 | May 14, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -24,780 | -100.0% | Q1 2026 | May 06, 2026 |
| Generation Capital Management LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -24,715 | -100.0% | Q1 2026 | May 08, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.01% | — | -19,208 | -100.0% | Q1 2026 | May 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -17,908 | -100.0% | Q1 2026 | May 13, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -15,997 | -100.0% | Q1 2026 | May 11, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.09% | — | -13,887 | -100.0% | Q1 2026 | May 15, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 1.14% | — | -12,671 | -100.0% | Q1 2026 | May 08, 2026 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.11% | — | -12,460 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Eagle Strategies LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -11,085 | -100.0% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,308 | -100.0% | Q1 2026 | May 15, 2026 |
| Connective Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -6,849 | -100.0% | Q1 2026 | May 12, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,647 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,469 | -100.0% | Q1 2026 | May 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,000 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,843 | -100.0% | Q1 2026 | May 11, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,800 | -100.0% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,465 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Stratos Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,452 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,380 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Bill Few Associates, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -4,300 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,957 | -100.0% | Q1 2026 | Apr 08, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,951 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,735 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -3,649 | -100.0% | Q1 2026 | May 05, 2026 |
| Xcel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,646 | -100.0% | Q1 2026 | Apr 21, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,134 | -100.0% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,048 | -100.0% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,043 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,740 | -100.0% | Q1 2026 | May 12, 2026 |
| Imprint Wealth LLC | History | Reduced | 8 | 0 | — | 0.27% | — | -863 | -99.08% | Q1 2026 | May 15, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -348 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 10, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 10 | 0 | — | 0.04% | — | -92 | -90.2% | Q1 2026 | Apr 28, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 07, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |