ETF Series Solutions - SIXG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 284,470 | 19,393 | 0.01% | 0.0% | 1 | +7,903 | 2.86% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 142,744 | 9,731 | 0.01% | 0.01% | 2 | +6,363 | 4.67% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 112,544 | 7,672 | 0.03% | 0.03% | 3 | +5,020 | 4.67% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 103,041 | 7,024 | 0.0% | 0.0% | 4 | +11,996 | 13.18% | Q1 2026 | May 14, 2026 |
| KWMG, LLC | History | Added to | 100,782 | 6,870 | 0.57% | 0.55% | 5 | +470 | 0.47% | Q1 2026 | Apr 09, 2026 |
| UBS Group AG | History | Reduced | 88,237 | 6,015 | 0.0% | 0.0% | 6 | -1,891 | -2.1% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 77,811 | 5,305 | 0.01% | 0.0% | 7 | +64,041 | 465.08% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 72,203 | 4,922 | 0.01% | 0.01% | 8 | -17,547 | -19.55% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 56,359 | 3,842 | 0.0% | 0.0% | 9 | +11,504 | 25.65% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 48,764 | 3,324 | 0.01% | 0.01% | 10 | -18 | -0.04% | Q1 2026 | May 14, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 39,425 | 2,687 | 0.6% | 0.54% | 11 | -100 | -0.25% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 38,937 | 2,655 | 0.0% | 0.0% | 12 | +17,658 | 82.98% | Q1 2026 | May 15, 2026 |
| Advantage Trust Co | History | Added to | 37,256 | 2,539 | 1.14% | 1.02% | 13 | +1,696 | 4.77% | Q1 2026 | May 05, 2026 |
| Financial Freedom, LLC | History | Added to | 37,015 | 2,523 | 1.26% | 1.17% | 14 | +227 | 0.62% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 33,966 | 2,315 | 0.0% | 0.0% | 15 | +3,999 | 13.34% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 32,518 | 2,216 | 0.0% | 0.0% | 16 | -606 | -1.83% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 32,396 | 2,208 | 0.02% | 0.02% | 17 | -2,511 | -7.19% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 28,469 | 1,941 | 0.0% | 0.0% | 18 | -3,922 | -12.11% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 28,219 | 1,923 | 0.06% | 0.05% | 19 | +4,757 | 20.28% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 26,377 | 1,798 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 26,271 | 1,791 | 0.11% | 0.1% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 23,943 | 1,632 | 0.0% | — | 22 | +23,943 | New | Q1 2026 | May 15, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 20,895 | 1,424 | 3.58% | 3.29% | 23 | -1,001 | -4.57% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 18,216 | 1,242 | 0.04% | 0.03% | 24 | +1,850 | 11.3% | Q1 2026 | Apr 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 17,741 | 1,209 | 0.0% | 0.0% | 25 | -5,322 | -23.08% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 17,709 | 1,207 | 0.0% | 0.0% | 26 | +300 | 1.72% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 17,155 | 1,169 | 0.02% | 0.02% | 27 | -253 | -1.45% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 16,022 | 1,092 | 0.0% | 0.0% | 28 | +227 | 1.44% | Q1 2026 | May 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 15,867 | 1,081 | 0.63% | 0.6% | 29 | -355 | -2.19% | Q1 2026 | Jun 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,533 | 990 | 0.01% | 0.01% | 30 | +727 | 5.27% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 13,463 | 917 | 0.0% | 0.0% | 31 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 13,394 | 913 | 0.0% | 0.0% | 32 | +2,593 | 24.01% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 12,705 | 866 | 0.02% | 0.02% | 33 | +619 | 5.12% | Q1 2026 | Apr 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 12,500 | 852 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 11,896 | 811 | 0.23% | 0.22% | 35 | -811 | -6.38% | Q1 2026 | Apr 20, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 11,570 | 788 | 0.21% | 0.17% | 36 | +144 | 1.26% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,198 | 778 | 0.01% | 0.0% | 37 | +5,165 | 73.44% | Q1 2026 | May 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 10,704 | 729 | 0.42% | — | 38 | +10,704 | New | Q1 2026 | Apr 08, 2026 |
| SEARLE & CO. | History | No change | 10,534 | 718 | 0.18% | 0.17% | 39 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HT Partners LLC | History | No change | 10,345 | 705 | 0.21% | 0.2% | 40 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Intrua Financial, LLC | History | No change | 9,710 | 661 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 9,425 | 642 | 0.13% | 0.13% | 42 | +5 | 0.05% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 9,315 | 635 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 8,990 | 612 | 0.02% | 0.02% | 44 | +7 | 0.08% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 8,737 | 595 | 0.0% | 0.0% | 45 | -1,184 | -11.93% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 8,645 | 589 | 0.02% | 0.02% | 46 | +285 | 3.41% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 8,398 | 572 | 0.01% | — | 47 | +8,398 | New | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,354 | 569 | 0.0% | 0.0% | 48 | +206 | 2.53% | Q1 2026 | Apr 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 8,149 | 555 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 7,714 | 525 | 0.0% | 0.0% | 50 | +353 | 4.8% | Q1 2026 | May 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 7,629 | 520 | 0.07% | 0.07% | 51 | -57 | -0.74% | Q1 2026 | Apr 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,531 | 513 | 0.02% | 0.02% | 52 | +150 | 2.03% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 7,244 | 493 | 0.0% | 0.0% | 53 | +869 | 13.63% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,223 | 492 | 0.01% | 0.01% | 54 | -433 | -5.66% | Q1 2026 | May 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 7,152 | 487 | 0.03% | — | 55 | +7,152 | New | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | New | 4,938 | 450 | 0.01% | — | 56 | +4,938 | New | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,446 | 446 | 0.02% | 0.01% | 57 | +3,282 | 103.73% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,436 | 439 | 0.01% | 0.01% | 58 | -170 | -2.57% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 6,312 | 430 | 0.0% | — | 59 | +6,312 | New | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,232 | 424 | 0.0% | 0.0% | 60 | -68,680 | -91.68% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 6,114 | 416 | 0.0% | — | 61 | +6,114 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 6,041 | 411 | 0.0% | 0.0% | 62 | +26 | 0.43% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 5,787 | 394 | 0.0% | — | 63 | +5,787 | New | Q1 2026 | May 11, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 5,747 | 391 | 0.35% | 0.36% | 64 | +105 | 1.86% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,578 | 386 | 0.0% | 0.0% | 65 | +636 | 12.87% | Q1 2026 | Apr 07, 2026 |
| Tempo Wealth, LLC | History | Added to | 5,488 | 374 | 0.07% | 0.06% | 66 | +28 | 0.51% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 5,224 | 356 | 0.03% | 0.02% | 67 | +3 | 0.06% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 5,168 | 352 | 0.02% | 0.02% | 68 | +2 | 0.04% | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 5,112 | 348 | 0.0% | 0.0% | 69 | -197 | -3.71% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,088 | 346 | 0.0% | 0.0% | 70 | +8 | 0.16% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,049 | 344 | 0.0% | 0.0% | 71 | -54 | -1.06% | Q1 2026 | May 04, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 4,973 | 339 | 0.04% | 0.03% | 72 | -46 | -0.92% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,872 | 332 | 0.01% | 0.01% | 73 | -1,035 | -17.52% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,816 | 328 | 0.0% | 0.0% | 74 | +2 | 0.04% | Q1 2026 | Jun 02, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 4,768 | 325 | 0.17% | 0.16% | 75 | +1 | 0.02% | Q1 2026 | May 07, 2026 |
| Belvedere Trading LLC | History | New | 4,700 | 320 | 0.0% | — | 77 | +4,700 | New | Q1 2026 | May 12, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,695 | 320 | 0.04% | 0.04% | 76 | -50 | -1.05% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,672 | 318 | 0.0% | 0.0% | 78 | +958 | 25.79% | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,653 | 317 | 0.01% | 0.01% | 79 | +348 | 8.08% | Q1 2026 | Apr 23, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,640 | 316 | 0.01% | 0.03% | 80 | -4,465 | -49.04% | Q1 2026 | Apr 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,947 | 315 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4,476 | 305 | 0.05% | 0.04% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | No change | 4,471 | 304 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 4,355 | 296 | 0.13% | 0.13% | 84 | +5 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 4,289 | 292 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Insight Inv LLC | History | Reduced | 4,167 | 284 | 0.16% | 0.16% | 86 | -400 | -8.76% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 4,107 | 279 | 0.01% | — | 88 | +4,107 | New | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | No change | 4,094 | 279 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HUB Investment Partners, LLC | History | Added to | 4,083 | 278 | 0.01% | 0.01% | 89 | +100 | 2.51% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 4,038 | 275 | 0.0% | 0.0% | 90 | +595 | 17.28% | Q1 2026 | May 13, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 4,027 | 274 | 0.18% | 0.18% | 91 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Palumbo Wealth Management LLC | History | No change | 4,000 | 272 | 0.07% | 0.06% | 92 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 4,187 | 267 | 0.19% | 0.2% | 93 | -581 | -12.19% | Q1 2026 | Apr 16, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 3,888 | 265 | 0.02% | 0.02% | 94 | +2 | 0.05% | Q1 2026 | Apr 10, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 3,875 | 264 | 0.17% | 0.16% | 95 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 3,800 | 259 | 0.0% | 0.0% | 96 | -9,960 | -72.38% | Q1 2026 | May 08, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 3,736 | 254 | 0.11% | 0.12% | 98 | -537 | -12.57% | Q1 2026 | May 07, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 3,727 | 254 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,596 | 245 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | New | 3,583 | 244 | 0.0% | — | 100 | +3,583 | New | Q1 2026 | Apr 27, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 3,473 | 236 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| LexAurum Advisors, LLC | History | New | 3,370 | 229 | 0.03% | — | 103 | +3,370 | New | Q1 2026 | Apr 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 3,362 | 229 | 0.01% | 0.01% | 102 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,188 | 228 | 0.0% | 0.0% | 104 | -1,739 | -35.3% | Q1 2026 | Apr 08, 2026 |
| COFG Advisors, LLC | History | New | 3,326 | 226 | 0.06% | — | 105 | +3,326 | New | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,241 | 220 | 0.0% | 0.0% | 106 | -54 | -1.64% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,201 | 218 | 0.0% | 0.0% | 107 | +2,501 | 357.29% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,173 | 216 | 0.0% | 0.0% | 108 | -149 | -4.49% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 3,141 | 214 | 0.01% | 0.01% | 109 | +2 | 0.06% | Q1 2026 | Apr 22, 2026 |
| RFG Advisory, LLC | History | New | 3,115 | 212 | 0.0% | — | 110 | +3,115 | New | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,987 | 203 | 0.0% | — | 111 | +2,987 | New | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,618 | 178 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,412 | 164 | 0.0% | 0.0% | 113 | +69 | 2.94% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,355 | 163 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 2,389 | 162 | 0.0% | 0.0% | 115 | -60 | -2.45% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,101 | 136 | 0.0% | 0.0% | 116 | +157 | 8.08% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 1,943 | 132 | 0.0% | — | 117 | +1,943 | New | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 1,830 | 125 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 1,255 | 85 | 0.0% | 0.0% | 119 | +1,000 | 392.16% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 1,250 | 85 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 1,225 | 83 | 0.0% | — | 121 | +1,225 | New | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Reduced | 1,209 | 82 | 0.0% | 0.0% | 122 | -374 | -23.63% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 1,116 | 76 | 0.0% | — | 124 | +1,116 | New | Q1 2026 | May 19, 2026 |
| Osbon Capital Management LLC | History | Reduced | 1,126 | 76 | 0.06% | 0.07% | 123 | -23 | -2.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 929 | 63 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cordgrass Capital Advisors, LLC | History | New | 924 | 62 | 0.01% | — | 127 | +924 | New | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 917 | 62 | 0.0% | — | 126 | +917 | New | Q1 2026 | Apr 29, 2026 |
| Parallel Advisors, LLC | History | No change | 897 | 61 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 862 | 58 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Reflection Asset Management | History | No change | 886 | 57 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 826 | 56 | 0.0% | 0.0% | 131 | +30 | 3.77% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 784 | 53 | 0.0% | 0.0% | 132 | -510 | -39.41% | Q1 2026 | May 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 602 | 47 | 0.06% | 0.1% | 133 | -601 | -49.96% | Q1 2026 | Apr 29, 2026 |
| HOWE & RUSLING INC | History | No change | 600 | 40 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 636 | 40 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 575 | 39 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 564 | 38 | 0.02% | — | 137 | +564 | New | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 524 | 35 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 510 | 34 | 0.0% | 0.0% | 139 | +1 | 0.2% | Q1 2026 | Apr 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 500 | 34 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 406 | 27 | 0.0% | 0.0% | 142 | +202 | 99.02% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 400 | 27 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Front Row Advisors LLC | History | No change | 400 | 27 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Crewe Advisors LLC | History | No change | 400 | 27 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 365 | 24 | 0.0% | 0.0% | 145 | -20 | -5.19% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 279 | 19 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 250 | 17 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 229 | 15 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 196 | 13 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advocate Investing Services LLC | History | Added to | 181 | 12 | 0.01% | 0.0% | 151 | +106 | 141.33% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | No change | 183 | 12 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 162 | 11 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 163 | 11 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | No change | 120 | 8 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 104 | 7 | 0.0% | 0.0% | 155 | +75 | 258.62% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 100 | 6 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | New | 80 | 5 | 0.0% | — | 158 | +80 | New | Q1 2026 | Apr 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 86 | 5 | 0.0% | 0.0% | 157 | -1 | -1.15% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 35 | 2 | 0.0% | 0.0% | 160 | -115 | -76.67% | Q1 2026 | May 01, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 34 | 2 | 0.0% | — | 161 | +34 | New | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 25 | 1 | 0.0% | — | 166 | +25 | New | Q1 2026 | May 15, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 24 | 1 | 0.0% | 0.0% | 163 | +4 | 20.0% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 17 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 20 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,147 | -100.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,812 | -100.0% | Q1 2026 | May 14, 2026 |
| Milestones Private Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -5,768 | -100.0% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,861 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Closed out | 0 | 0 | — | 0.04% | — | -3,800 | -100.0% | Q1 2026 | May 05, 2026 |
| 626 Financial, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,345 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,762 | -100.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -890 | -100.0% | Q1 2026 | May 13, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -740 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -428 | -100.0% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -319 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -308 | -100.0% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | May 19, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 08, 2026 |