Direxion Shares ETF Trust - SOXL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,754,625 | 9,802,826 | 0.76% | 0.18% | 1 | +3,527,613 | 10.62% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,652,670 | 4,974,853 | 0.41% | 0.16% | 2 | -7,949,613 | -29.88% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,014,196 | 3,204,306 | 0.37% | 0.1% | 3 | -818,704 | -6.38% | Q2 2026 | Sep 02, 2026 |
| Jump Financial, LLC | History | Added to | 1,698,174 | 452,919 | 3.64% | 0.63% | 4 | +706,351 | 71.22% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 604,700 | 161,279 | 0.06% | 0.0% | 5 | +597,490 | 8286.96% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 388,138 | 103,520 | 2.35% | 0.73% | 6 | -170,240 | -30.49% | Q2 2026 | Jul 22, 2026 |
| Walleye Trading LLC | History | Added to | 326,500 | 87,080 | 0.1% | 0.02% | 7 | +58,000 | 21.6% | Q2 2026 | Aug 03, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 278,659 | 74,321 | 3.41% | 2.05% | 8 | -570,416 | -67.18% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 253,225 | 67,537 | 0.01% | 0.0% | 9 | +42,831 | 20.36% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 238,921 | 63,722 | 1.56% | 2.96% | 10 | -2,142,241 | -89.97% | Q2 2026 | Aug 11, 2026 |
| LMR Partners LLP | History | Added to | 232,600 | 62,036 | 0.23% | 0.01% | 11 | +182,600 | 365.2% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Reduced | 177,044 | 47,219 | 0.99% | 1.15% | 12 | -503,827 | -74.0% | Q2 2026 | Aug 14, 2026 |
| Westwood Wealth Management | History | Reduced | 175,015 | 46,678 | 13.53% | 4.24% | 13 | -50,530 | -22.4% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 174,783 | 46,616 | 0.01% | 0.0% | 14 | -66,825 | -27.66% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 138,147 | 36,845 | 0.02% | — | 15 | +138,147 | New | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 115,513 | 30,808 | 0.03% | 0.0% | 16 | +35,711 | 44.75% | Q2 2026 | Aug 13, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | Added to | 109,740 | 29,268 | 5.74% | 2.23% | 17 | +1,688 | 1.56% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | New | 92,759 | 24,739 | 0.03% | — | 18 | +92,759 | New | Q2 2026 | Aug 12, 2026 |
| Howard Capital Management, LLC | History | Reduced | 82,529 | 22,011 | 0.26% | 0.07% | 19 | -11,241 | -11.99% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | Reduced | 80,251 | 21,403 | 0.04% | 0.02% | 20 | -99,374 | -55.32% | Q2 2026 | Aug 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 70,000 | 18,669 | 0.28% | — | 21 | +70,000 | New | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Added to | 85,974 | 18,508 | 0.75% | 0.07% | 22 | +59,552 | 225.39% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 63,261 | 16,880 | 0.0% | 0.0% | 23 | -218,602 | -77.56% | Q2 2026 | Aug 12, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 55,095 | 14,694 | 3.57% | 1.46% | 24 | -2,968 | -5.11% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 54,158 | 14,444 | 0.01% | 0.0% | 25 | +47,322 | 692.25% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | Added to | 45,747 | 12,201 | 0.32% | 0.01% | 26 | +41,528 | 984.31% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | New | 45,566 | 12,152 | 0.3% | — | 27 | +45,566 | New | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 45,553 | 10,733 | 1.47% | 0.4% | 28 | -6,097 | -11.8% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 40,021 | 10,674 | 0.07% | 0.02% | 29 | -21,892 | -35.36% | Q2 2026 | Sep 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 44,006 | 10,408 | 0.0% | 0.0% | 30 | -159,223 | -78.35% | Q2 2026 | Aug 12, 2026 |
| TORNO CAPITAL, LLC | History | Reduced | 34,500 | 9,201 | 0.27% | 7.0% | 31 | -1,024,200 | -96.74% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 31,759 | 8,470 | 0.73% | 0.94% | 32 | -136,823 | -81.16% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | New | 28,100 | 7,494 | 0.02% | — | 33 | +28,100 | New | Q2 2026 | Aug 12, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 27,858 | 7,430 | 0.19% | 0.03% | 34 | +5,101 | 22.42% | Q2 2026 | Jul 13, 2026 |
| Belvedere Trading LLC | History | Reduced | 26,828 | 7,155 | 0.01% | 0.0% | 35 | -56,198 | -67.69% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,077 | 6,955 | 0.01% | 0.01% | 36 | -53,365 | -67.17% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | Reduced | 24,310 | 6,483 | 0.01% | 0.0% | 37 | -129 | -0.53% | Q2 2026 | Aug 27, 2026 |
| CITIGROUP INC | History | Added to | 23,956 | 6,389 | 0.0% | 0.0% | 38 | +21,232 | 779.44% | Q2 2026 | Aug 03, 2026 |
| BlackRock, Inc. | History | Added to | 23,617 | 6,298 | 0.0% | 0.0% | 39 | +23,516 | 23283.17% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,265 | 6,204 | 0.01% | 0.0% | 40 | -5,514 | -19.16% | Q2 2026 | Aug 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 21,300 | 5,680 | 0.02% | — | 41 | +21,300 | New | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 21,100 | 5,627 | 0.06% | — | 42 | +21,100 | New | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 17,666 | 4,711 | 0.03% | 0.01% | 43 | -431 | -2.38% | Q2 2026 | Jul 20, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 16,353 | 4,361 | 0.32% | 0.06% | 44 | -160 | -0.97% | Q2 2026 | Aug 06, 2026 |
| Client First Investment Management LLC | History | New | 15,022 | 4,006 | 1.69% | — | 45 | +15,022 | New | Q2 2026 | Jul 08, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 723 | 3,454 | 0.0% | — | 46 | +723 | New | Q2 2026 | Aug 14, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 12,613 | 3,363 | 0.44% | 0.11% | 47 | -1,879 | -12.97% | Q2 2026 | Aug 04, 2026 |
| October Effect Ltd | History | Reduced | 11,576 | 3,087 | 2.9% | 3.32% | 48 | -48,556 | -80.75% | Q2 2026 | Jul 21, 2026 |
| Lido Advisors, LLC | History | Reduced | 11,471 | 3,059 | 0.01% | 0.0% | 49 | -1,608 | -12.29% | Q2 2026 | Aug 07, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 11,231 | 2,995 | 1.4% | 0.4% | 50 | -3,870 | -25.63% | Q2 2026 | Jul 29, 2026 |
| XTX Topco Ltd | History | Reduced | 10,326 | 2,754 | 0.04% | 0.05% | 51 | -45,206 | -81.41% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 10,107 | 2,695 | 0.24% | 0.05% | 52 | -520 | -4.89% | Q2 2026 | Jul 21, 2026 |
| BLVD Private Wealth, LLC | History | No change | 9,856 | 2,628 | 1.95% | 0.41% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | Reduced | 9,839 | 2,624 | 0.0% | 0.0% | 54 | -33,730 | -77.42% | Q2 2026 | Aug 13, 2026 |
| BURNEY CO/ | History | Added to | 9,787 | 2,610 | 0.07% | 0.01% | 55 | +144 | 1.49% | Q2 2026 | Jul 14, 2026 |
| LM Advisors LLC | History | Added to | 9,750 | 2,600 | 0.3% | 0.12% | 56 | +9,379 | 2528.03% | Q2 2026 | Aug 12, 2026 |
| Polymer Capital Management (HK) LTD | History | New | 8,800 | 2,347 | 0.12% | — | 57 | +8,800 | New | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,344 | 2,225 | 0.02% | 0.01% | 58 | -5,054 | -37.72% | Q2 2026 | Aug 05, 2026 |
| Sassicaia Capital Advisers LLC | History | New | 8,296 | 2,212 | 0.98% | — | 59 | +8,296 | New | Q2 2026 | Aug 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 7,931 | 2,115 | 0.55% | 0.2% | 60 | -5,944 | -42.84% | Q2 2026 | Jul 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 7,722 | 2,059 | 0.06% | 0.03% | 61 | -12,157 | -61.15% | Q2 2026 | Aug 05, 2026 |
| ExodusPoint Capital Management, LP | History | New | 8,000 | 1,916 | 0.01% | — | 62 | +8,000 | New | Q2 2026 | Aug 14, 2026 |
| Scientech Research LLC | History | New | 6,982 | 1,862 | 1.51% | — | 63 | +6,982 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 6,893 | 1,838 | 0.0% | 0.0% | 64 | -9,604 | -58.22% | Q2 2026 | Aug 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 6,700 | 1,786 | 0.09% | 0.02% | 65 | -600 | -8.22% | Q2 2026 | Jul 23, 2026 |
| Coppell Advisory Solutions LLC | History | New | 20 | 1,741 | 0.14% | — | 66 | +20 | New | Q2 2026 | Aug 14, 2026 |
| Kaizen Financial Strategies | History | Reduced | 7,590 | 1,651 | 0.54% | 0.3% | 67 | -370 | -4.65% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,920 | 1,578 | 0.02% | 0.01% | 68 | -5,579 | -48.52% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,897 | 1,572 | 0.03% | 0.01% | 69 | +163 | 2.84% | Q2 2026 | Aug 13, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 5,529 | 1,474 | 0.13% | 0.02% | 70 | +1,268 | 29.76% | Q2 2026 | Jul 23, 2026 |
| Squarepoint Ops LLC | History | Reduced | 5,461 | 1,456 | 0.0% | 0.0% | 71 | -25,135 | -82.15% | Q2 2026 | Aug 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,184 | 1,382 | 0.07% | 0.04% | 72 | -6,390 | -55.21% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,171 | 1,379 | 0.0% | 0.0% | 73 | -1,677 | -24.49% | Q2 2026 | Aug 12, 2026 |
| J. Safra Sarasin Holding AG | History | New | 5,066 | 1,351 | 0.02% | — | 74 | +5,066 | New | Q2 2026 | Jul 31, 2026 |
| Beta Wealth Group, Inc. | History | New | 5,000 | 1,333 | 0.5% | — | 76 | +5,000 | New | Q2 2026 | Jul 24, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 5,000 | 1,333 | 0.08% | 0.02% | 75 | -1,000 | -16.67% | Q2 2026 | Aug 12, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 4,918 | 1,311 | 0.03% | 0.02% | 77 | -11,000 | -69.1% | Q2 2026 | Aug 12, 2026 |
| Allegheny Financial Group | History | Reduced | 4,914 | 1,310 | 0.14% | 0.04% | 78 | -582 | -10.59% | Q2 2026 | Jul 22, 2026 |
| DV Trading LLC | History | Reduced | 4,758 | 1,269 | 0.04% | 0.06% | 79 | -46,687 | -90.75% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | New | 4,635 | 1,236 | 0.02% | — | 80 | +4,635 | New | Q2 2026 | Aug 11, 2026 |
| Clay Northam Wealth Management, LLC | History | New | 4,415 | 1,177 | 0.58% | — | 81 | +4,415 | New | Q2 2026 | Aug 10, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 4,157 | 1,108 | 0.35% | 0.19% | 82 | -5,196 | -55.55% | Q2 2026 | Jul 09, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 4,000 | 1,066 | 0.01% | — | 83 | +4,000 | New | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | New | 3,860 | 1,029 | 0.03% | — | 84 | +3,860 | New | Q2 2026 | Aug 11, 2026 |
| Edgestream Partners, L.P. | History | New | 3,748 | 999 | 0.03% | — | 85 | +3,748 | New | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Reduced | 3,720 | 992 | 0.0% | 0.0% | 86 | -867 | -18.9% | Q2 2026 | Aug 07, 2026 |
| Wealth Watch Advisors, INC | History | New | 3,708 | 988 | 0.32% | — | 87 | +3,708 | New | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,702 | 987 | 0.01% | 0.0% | 88 | -1,448 | -28.12% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | New | 3,539 | 944 | 0.0% | — | 89 | +3,539 | New | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | New | 3,480 | 928 | 0.02% | — | 90 | +3,480 | New | Q2 2026 | Aug 13, 2026 |
| 360 Financial, Inc. | History | New | 3,397 | 906 | 0.23% | — | 91 | +3,397 | New | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Added to | 3,269 | 871 | 0.0% | 0.0% | 92 | +2,642 | 421.37% | Q2 2026 | Aug 11, 2026 |
| Marex Group Ltd | History | Reduced | 3,180 | 848 | 0.0% | 0.0% | 93 | -5,071 | -61.46% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Reduced | 3,166 | 844 | 0.01% | 0.0% | 94 | -3,423 | -51.95% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,146 | 839 | 0.0% | 0.0% | 95 | -7,383 | -70.12% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 3,049 | 813 | 0.03% | 0.04% | 96 | -8,063 | -72.56% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,008 | 801 | 0.01% | 0.0% | 97 | -5,337 | -63.95% | Q2 2026 | Jul 17, 2026 |
| Granite Group Advisors, LLC | History | New | 2,909 | 775 | 0.46% | — | 98 | +2,909 | New | Q2 2026 | Jul 23, 2026 |
| Plotkin Financial Advisors, LLC | History | New | 2,704 | 721 | 0.3% | — | 99 | +2,704 | New | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,603 | 694 | 0.0% | — | 100 | +2,603 | New | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 2,600 | 693 | 0.0% | — | 101 | +2,600 | New | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 2,592 | 691 | 0.01% | 0.01% | 102 | -7,773 | -74.99% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,514 | 675 | 0.0% | 0.0% | 103 | -1,036 | -22.77% | Q2 2026 | Jul 15, 2026 |
| Peak Wealth Management LLC | History | New | 2,500 | 666 | 0.47% | — | 104 | +2,500 | New | Q2 2026 | Jul 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 2,485 | 662 | 0.06% | 0.05% | 105 | -6,530 | -72.43% | Q2 2026 | Jul 14, 2026 |
| Covestor Ltd | History | Added to | 2,433 | 649 | 0.37% | 0.08% | 106 | +1 | 0.04% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 2,319 | 618 | 0.03% | — | 107 | +2,319 | New | Q2 2026 | Aug 11, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 2,096 | 559 | 0.02% | 0.01% | 108 | -5,000 | -70.46% | Q2 2026 | Jul 31, 2026 |
| Kelly Financial Services LLC | History | New | 1,963 | 523 | 0.11% | — | 109 | +1,963 | New | Q2 2026 | Jul 14, 2026 |
| AlphaGrep UK Ltd | History | New | 1,939 | 517 | 0.15% | — | 110 | +1,939 | New | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 1,935 | 516 | 0.01% | — | 111 | +1,935 | New | Q2 2026 | Aug 13, 2026 |
| United Advisor Group, LLC | History | New | 1,930 | 514 | 0.05% | — | 112 | +1,930 | New | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | New | 2,100 | 509 | 0.0% | — | 113 | +2,100 | New | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | New | 1,908 | 508 | 0.0% | — | 114 | +1,908 | New | Q2 2026 | Aug 11, 2026 |
| Vigilare Wealth Management | History | New | 1,866 | 497 | 0.15% | — | 115 | +1,866 | New | Q2 2026 | Jul 06, 2026 |
| DV EQUITIES, LLC | History | New | 1,836 | 489 | 0.07% | — | 116 | +1,836 | New | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 1,805 | 481 | 0.0% | — | 117 | +1,805 | New | Q2 2026 | Aug 19, 2026 |
| Destination Wealth Management | History | New | 1,800 | 480 | 0.01% | — | 118 | +1,800 | New | Q2 2026 | Aug 14, 2026 |
| PRAIRIE ADVISORY, LLC | History | New | 1,800 | 480 | 0.11% | — | 119 | +1,800 | New | Q2 2026 | Jul 20, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 1,778 | 474 | 0.14% | — | 120 | +1,778 | New | Q2 2026 | Jul 09, 2026 |
| Crewe Advisors LLC | History | Reduced | 1,750 | 466 | 0.03% | 0.01% | 121 | -600 | -25.53% | Q2 2026 | Jul 23, 2026 |
| Dedeker Financial LLC | History | Reduced | 1,681 | 448 | 0.25% | 0.43% | 122 | -8,656 | -83.74% | Q2 2026 | Aug 10, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 1,656 | 441 | 0.2% | — | 123 | +1,656 | New | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | New | 1,631 | 435 | 0.0% | — | 124 | +1,631 | New | Q2 2026 | Aug 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 1,623 | 432 | 0.04% | — | 125 | +1,623 | New | Q2 2026 | Jul 23, 2026 |
| Visionary Wealth Advisors | History | New | 1,603 | 427 | 0.02% | — | 126 | +1,603 | New | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,592 | 424 | 0.0% | — | 127 | +1,592 | New | Q2 2026 | Aug 11, 2026 |
| Tamar Securities, LLC | History | New | 1,551 | 413 | 0.04% | — | 128 | +1,551 | New | Q2 2026 | Aug 05, 2026 |
| Westmount Partners, LLC | History | New | 1,550 | 413 | 0.09% | — | 129 | +1,550 | New | Q2 2026 | Jul 07, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 1,500 | 400 | 0.04% | — | 131 | +1,500 | New | Q2 2026 | Aug 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 1,502 | 400 | 0.02% | 0.0% | 130 | +939 | 166.79% | Q2 2026 | Jul 21, 2026 |
| Global Assets Advisory, LLC | History | New | 1,751 | 386 | 0.08% | — | 132 | +1,751 | New | Q2 2026 | Jul 27, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | New | 1,407 | 375 | 0.86% | — | 133 | +1,407 | New | Q2 2026 | Aug 07, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 1,370 | 365 | 0.04% | — | 134 | +1,370 | New | Q2 2026 | Jul 09, 2026 |
| Bouchey Financial Group, Ltd. | History | New | 1,350 | 360 | 0.02% | — | 135 | +1,350 | New | Q2 2026 | Jul 27, 2026 |
| IvyRock Asset Management (HK) Ltd | History | New | 1,300 | 346 | 0.2% | — | 136 | +1,300 | New | Q2 2026 | Aug 03, 2026 |
| CPR Investments Inc. | History | New | 1,278 | 340 | 0.26% | — | 137 | +1,278 | New | Q2 2026 | Jul 14, 2026 |
| Serenity Investment Advisors | History | No change | 2,426 | 296 | 0.13% | 0.22% | 138 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Heritage Wealth Management, Inc./Texas | History | New | 1,107 | 295 | 0.11% | — | 139 | +1,107 | New | Q2 2026 | Aug 10, 2026 |
| Brooklyn Investment Group | History | No change | 5,987 | 286 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arax Advisory Partners | History | New | 1,060 | 282 | 0.0% | — | 141 | +1,060 | New | Q2 2026 | Aug 10, 2026 |
| Shay Capital LLC | History | New | 1,050 | 280 | 0.02% | — | 142 | +1,050 | New | Q2 2026 | Aug 14, 2026 |
| Aegis Wealth Management, Inc. | History | New | 1,029 | 274 | 0.18% | — | 143 | +1,029 | New | Q2 2026 | Jul 16, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 1,000 | 267 | 0.0% | — | 144 | +1,000 | New | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 1,000 | 266 | 0.0% | — | 145 | +1,000 | New | Q2 2026 | Jul 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 1,000 | 266 | 0.0% | — | 146 | +1,000 | New | Q2 2026 | Aug 06, 2026 |
| Rathbones Group PLC | History | New | 1,000 | 266 | 0.0% | — | 147 | +1,000 | New | Q2 2026 | Jul 23, 2026 |
| AIMZ Investment Advisors, LLC | History | New | 1,000 | 266 | 0.07% | — | 148 | +1,000 | New | Q2 2026 | Aug 13, 2026 |
| McGowan Group Asset Management, Inc. | History | New | 1,000 | 266 | 0.03% | — | 149 | +1,000 | New | Q2 2026 | Aug 12, 2026 |
| SLT Holdings LLC | History | New | 1,000 | 266 | 0.17% | — | 150 | +1,000 | New | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 989 | 263 | 0.0% | — | 151 | +989 | New | Q2 2026 | Aug 14, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 965 | 257 | 0.2% | — | 152 | +965 | New | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | Reduced | 925 | 246 | 0.01% | 0.0% | 153 | -2,000 | -68.38% | Q2 2026 | Jul 15, 2026 |
| J. M. Brown & Associates Inc. | History | New | 914 | 243 | 0.14% | — | 154 | +914 | New | Q2 2026 | Jul 23, 2026 |
| Blue Capital, Inc. | History | New | 905 | 241 | 0.15% | — | 156 | +905 | New | Q2 2026 | Aug 11, 2026 |
| MEANS INVESTMENT CO., INC. | History | New | 904 | 241 | 0.02% | — | 155 | +904 | New | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | New | 900 | 240 | 0.0% | — | 157 | +900 | New | Q2 2026 | Aug 11, 2026 |
| Facet Wealth, Inc. | History | New | 888 | 236 | 0.0% | — | 158 | +888 | New | Q2 2026 | Jul 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 879 | 234 | 0.02% | — | 159 | +879 | New | Q2 2026 | Jul 28, 2026 |
| Morse Asset Management, Inc | History | Reduced | 877 | 233 | 0.04% | 0.06% | 160 | -4,918 | -84.87% | Q2 2026 | Aug 13, 2026 |
| Naviter Wealth, LLC | History | New | 875 | 233 | 0.02% | — | 161 | +875 | New | Q2 2026 | Aug 07, 2026 |
| IBEX WEALTH ADVISORS | History | New | 850 | 226 | 0.02% | — | 162 | +850 | New | Q2 2026 | Jul 27, 2026 |
| Impact Partnership Wealth, LLC | History | New | 850 | 226 | 0.02% | — | 163 | +850 | New | Q2 2026 | Jul 29, 2026 |
| Mittelman Wealth Management | History | New | 803 | 214 | 0.14% | — | 164 | +803 | New | Q2 2026 | Aug 06, 2026 |
| Intrua Financial, LLC | History | New | 800 | 213 | 0.02% | — | 165 | +800 | New | Q2 2026 | Jul 24, 2026 |
| Virtus Wealth Solutions LLC | History | New | 798 | 212 | 0.03% | — | 166 | +798 | New | Q2 2026 | Jul 24, 2026 |
| Intellectus Partners, LLC | History | New | 790 | 210 | 0.04% | — | 167 | +790 | New | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | New | 778 | 207 | 0.0% | — | 168 | +778 | New | Q2 2026 | Aug 14, 2026 |
| Townsend & Associates, Inc | History | New | 1,501 | 205 | 0.02% | — | 169 | +1,501 | New | Q2 2026 | Jul 22, 2026 |
| Encompass More Asset Management | History | New | 761 | 202 | 0.03% | — | 170 | +761 | New | Q2 2026 | Jul 14, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 752 | 200 | 0.05% | — | 171 | +752 | New | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 651 | 173 | 0.0% | 0.0% | 172 | -1,459 | -69.15% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 612 | 163 | 0.0% | 0.0% | 173 | +138 | 29.11% | Q2 2026 | Aug 14, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 3,700 | 158 | 0.01% | 0.01% | 174 | -626 | -14.47% | Q2 2026 | Jul 28, 2026 |
| Forum Finance Group S.A. | History | No change | 651 | 140 | 0.05% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PayPay Securities Corp | History | Reduced | 416 | 110 | 2.68% | 7.93% | 176 | -2,186 | -84.01% | Q2 2026 | Jul 23, 2026 |
| Anchor Investment Management, LLC | History | New | 400 | 106 | 0.01% | — | 177 | +400 | New | Q2 2026 | Sep 15, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 400 | 106 | 0.0% | — | 178 | +400 | New | Q2 2026 | Jul 24, 2026 |
| TORONTO DOMINION BANK | History | New | 362 | 96 | 0.0% | — | 179 | +362 | New | Q2 2026 | Aug 14, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 340 | 90 | 0.03% | 0.02% | 180 | -460 | -57.5% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 300 | 80 | 0.0% | 0.0% | 181 | -5,000 | -94.34% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 245 | 65 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 217 | 57 | 0.0% | 0.0% | 184 | +17 | 8.5% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 215 | 57 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ravenstone Capital Management Inc. | History | New | 200 | 53 | 0.02% | — | 185 | +200 | New | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 190 | 50 | 0.0% | 0.0% | 186 | -6 | -3.06% | Q2 2026 | Jul 20, 2026 |
| Caitlin John, LLC | History | No change | 169 | 45 | 0.02% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 167 | 44 | 0.0% | 0.0% | 188 | -100 | -37.45% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 138 | 36 | 0.0% | — | 189 | +138 | New | Q2 2026 | Aug 12, 2026 |
| Activest Wealth Management | History | Reduced | 120 | 32 | 0.01% | 0.0% | 190 | -43 | -26.38% | Q2 2026 | Jul 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 111 | 29 | 0.0% | 0.0% | 191 | -42 | -27.45% | Q2 2026 | Aug 13, 2026 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | History | New | 105 | 28 | 0.05% | — | 192 | +105 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 566 | 27 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Reduced | 100 | 26 | 0.06% | 0.04% | 195 | -200 | -66.67% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | New | 100 | 26 | 0.0% | — | 196 | +100 | New | Q2 2026 | Aug 12, 2026 |
| HighMark Wealth Management LLC | History | New | 100 | 26 | 0.01% | — | 197 | +100 | New | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 100 | 26 | 0.0% | 0.0% | 194 | -50 | -33.33% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 84 | 22 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 80 | 21 | 0.0% | — | 199 | +71 | 788.89% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 76 | 20 | 0.0% | — | 200 | +76 | New | Q2 2026 | Sep 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 60 | 16 | 0.0% | 0.0% | 201 | +15 | 33.33% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | New | 57 | 15 | 0.0% | — | 203 | +57 | New | Q2 2026 | Aug 03, 2026 |
| Main Street Group, LTD | History | No change | 59 | 15 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clearstead Advisors, LLC | History | New | 50 | 13 | 0.0% | — | 204 | +50 | New | Q2 2026 | Aug 06, 2026 |
| Ascentis Independent Advisors | History | Added to | 51 | 13 | 0.04% | 0.0% | 205 | +4 | 8.51% | Q2 2026 | Aug 04, 2026 |
| Dogwood Wealth Management LLC | History | New | 47 | 12 | 0.0% | — | 206 | +47 | New | Q2 2026 | Jul 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 75 | 10 | 0.0% | — | 207 | +75 | New | Q2 2026 | Aug 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 36 | 9 | 0.0% | — | 208 | +36 | New | Q2 2026 | Jul 14, 2026 |
| BIRCHBROOK, INC. | History | Added to | 25 | 6 | 0.0% | — | 209 | +7 | 38.89% | Q2 2026 | Jul 08, 2026 |
| Continuum Advisory, LLC | History | New | 10 | 2 | 0.0% | — | 210 | +10 | New | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4 | 1 | 0.0% | 0.0% | 211 | -4,996 | -99.92% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -383,819 | -100.0% | Q2 2026 | Aug 06, 2026 |
| THAMES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 1.96% | — | -227,953 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -90,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -88,504 | -100.0% | Q2 2026 | Jul 29, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.04% | — | -66,858 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,635 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Triton Wealth Management, PLLC | History | Closed out | 0 | 0 | — | 0.3% | — | -15,253 | -100.0% | Q2 2026 | Aug 05, 2026 |
| WJ Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -8,300 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,000 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,096 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,064 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,128 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,378 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,771 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -999 | -99.9% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -955 | -100.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 05, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Copia Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -190 | -100.0% | Q2 2026 | Aug 17, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q2 2026 | Jul 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q2 2026 | Aug 14, 2026 |
| Silicon Valley Capital Partners | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Sep 21, 2026 |