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 | No change | 36,754,625 | 9,802,826 | 0.76% | 0.76% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 18,652,670 | 4,974,853 | 0.41% | 0.41% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,014,196 | 3,204,306 | 0.37% | 0.37% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Jump Financial, LLC | History | No change | 1,698,174 | 452,919 | 3.64% | 3.64% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 604,700 | 161,279 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 326,500 | 87,080 | 0.1% | 0.1% | 6 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 253,225 | 67,537 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 238,921 | 63,722 | 1.56% | 1.56% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LMR Partners LLP | History | No change | 232,600 | 62,036 | 0.23% | 0.23% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 348,714 | 51,560 | 1.18% | 2.35% | 10 | -39,424 | -10.16% | Q3 2026 | Oct 21, 2026 |
| GTS SECURITIES LLC | History | No change | 177,044 | 47,219 | 0.99% | 0.99% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 174,783 | 46,616 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 276,693 | 40,911 | 1.89% | 3.41% | 13 | -1,966 | -0.71% | Q3 2026 | Oct 29, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 138,147 | 36,845 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 115,513 | 30,808 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westwood Wealth Management | History | Added to | 183,465 | 27,127 | 7.69% | 13.53% | 16 | +8,450 | 4.83% | Q3 2026 | Oct 29, 2026 |
| Focus Partners Wealth | History | No change | 92,759 | 24,739 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 80,251 | 21,403 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 70,000 | 18,669 | 0.28% | 0.28% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 63,261 | 16,880 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | No change | 109,740 | 16,226 | 3.06% | 5.74% | 21 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SG Americas Securities, LLC | History | No change | 54,158 | 14,444 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 45,747 | 12,201 | 0.32% | 0.32% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 45,566 | 12,152 | 0.3% | 0.3% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Howard Capital Management, LLC | History | Reduced | 76,496 | 11,310 | 0.14% | 0.26% | 25 | -6,033 | -7.31% | Q3 2026 | Oct 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 40,021 | 10,674 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 44,006 | 10,408 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TORNO CAPITAL, LLC | History | No change | 34,500 | 9,201 | 0.27% | 0.27% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 31,759 | 8,470 | 0.73% | 0.73% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 28,100 | 7,494 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belvedere Trading LLC | History | No change | 26,828 | 7,155 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | No change | 24,310 | 6,483 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CITIGROUP INC | History | No change | 23,956 | 6,389 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BlackRock, Inc. | History | No change | 23,617 | 6,298 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 23,265 | 6,204 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 21,300 | 5,680 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | New | 36,805 | 5,442 | 0.09% | — | 37 | +36,805 | New | Q3 2026 | Nov 03, 2026 |
| M Holdings Securities, Inc. | History | Added to | 47,601 | 5,405 | 0.34% | 1.47% | 38 | +2,048 | 4.5% | Q3 2026 | Nov 03, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 35,506 | 5,249 | 1.26% | 3.57% | 39 | -19,589 | -35.55% | Q3 2026 | Oct 19, 2026 |
| Client First Investment Management LLC | History | Added to | 32,643 | 4,826 | 2.3% | 1.69% | 40 | +17,621 | 117.3% | Q3 2026 | Oct 09, 2026 |
| Merit Financial Group, LLC | History | No change | 17,666 | 4,711 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 16,353 | 4,361 | 0.32% | 0.32% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 723 | 3,454 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 23,270 | 3,440 | 0.08% | 0.19% | 44 | -4,588 | -16.47% | Q3 2026 | Oct 16, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 12,613 | 3,363 | 0.44% | 0.44% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | No change | 11,471 | 3,059 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alchemi Wealth, LLC | History | No change | 11,231 | 2,995 | 1.4% | 1.4% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XTX Topco Ltd | History | No change | 10,326 | 2,754 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Variant Private Wealth, LLC | History | New | 18,297 | 2,705 | 2.4% | — | 49 | +18,297 | New | Q3 2026 | Oct 21, 2026 |
| October Effect Ltd | History | Added to | 18,190 | 2,689 | 2.74% | 2.9% | 50 | +6,614 | 57.14% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 18,012 | 2,663 | 0.0% | 0.01% | 51 | -8,065 | -30.93% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 9,839 | 2,624 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LM Advisors LLC | History | No change | 9,750 | 2,600 | 0.3% | 0.3% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 8,800 | 2,347 | 0.12% | 0.12% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sassicaia Capital Advisers LLC | History | No change | 8,296 | 2,212 | 0.98% | 0.98% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 7,722 | 2,059 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 8,000 | 1,916 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scientech Research LLC | History | No change | 6,982 | 1,862 | 1.51% | 1.51% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 12,216 | 1,806 | 0.03% | 0.02% | 59 | +7,150 | 141.14% | Q3 2026 | Oct 26, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 20 | 1,741 | 0.14% | 0.14% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Reduced | 13,310 | 1,618 | 0.06% | 0.75% | 61 | -72,664 | -84.52% | Q3 2026 | Nov 03, 2026 |
| CreativeOne Wealth, LLC | History | No change | 5,897 | 1,572 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 10,324 | 1,526 | 0.41% | 0.55% | 63 | +2,393 | 30.17% | Q3 2026 | Oct 02, 2026 |
| BLVD Private Wealth, LLC | History | No change | 9,856 | 1,457 | 1.08% | 1.95% | 64 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Squarepoint Ops LLC | History | No change | 5,461 | 1,456 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURNEY CO/ | History | Reduced | 9,712 | 1,436 | 0.04% | 0.07% | 66 | -75 | -0.77% | Q3 2026 | Oct 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,171 | 1,379 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 9,245 | 1,367 | 0.01% | 0.02% | 68 | +901 | 10.8% | Q3 2026 | Oct 20, 2026 |
| Creative Planning | History | Added to | 9,078 | 1,342 | 0.0% | 0.0% | 69 | +2,185 | 31.7% | Q3 2026 | Nov 02, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 5,000 | 1,333 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beta Wealth Group, Inc. | History | No change | 5,000 | 1,333 | 0.5% | 0.5% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NorthCoast Asset Management LLC | History | No change | 4,918 | 1,311 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allegheny Financial Group | History | No change | 4,914 | 1,310 | 0.14% | 0.14% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DV Trading LLC | History | No change | 4,758 | 1,269 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 4,000 | 1,066 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 3,860 | 1,029 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,870 | 1,015 | 0.01% | 0.02% | 77 | +950 | 16.05% | Q3 2026 | Nov 03, 2026 |
| Edgestream Partners, L.P. | History | No change | 3,748 | 999 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 3,720 | 992 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Blueprint, LLC | History | No change | 6,700 | 990 | 0.05% | 0.09% | 80 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Wealth Watch Advisors, INC | History | No change | 3,708 | 988 | 0.32% | 0.32% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 3,702 | 987 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kaizen Financial Strategies | History | Reduced | 6,429 | 950 | 0.37% | 0.54% | 83 | -1,161 | -15.3% | Q3 2026 | Oct 09, 2026 |
| Quantinno Capital Management LP | History | No change | 3,539 | 944 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,480 | 928 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Advisor Group, LLC | History | Added to | 6,230 | 921 | 0.09% | 0.05% | 86 | +4,300 | 222.8% | Q3 2026 | Nov 02, 2026 |
| HOEY INVESTMENTS, INC | History | New | 6,145 | 908 | 0.11% | — | 87 | +6,145 | New | Q3 2026 | Oct 28, 2026 |
| 360 Financial, Inc. | History | No change | 3,397 | 906 | 0.23% | 0.23% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | Added to | 6,026 | 891 | 0.02% | 0.02% | 89 | +1,391 | 30.01% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 3,269 | 871 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,782 | 854 | 0.01% | 0.01% | 91 | +2,774 | 92.22% | Q3 2026 | Oct 08, 2026 |
| Calamos Advisors LLC | History | New | 3,200 | 853 | 0.0% | — | 92 | +3,200 | New | Q3 2026 | Nov 02, 2026 |
| Marex Group Ltd | History | No change | 3,180 | 848 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 3,166 | 844 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,146 | 839 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 3,049 | 813 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 5,014 | 741 | 0.06% | 0.13% | 97 | -515 | -9.31% | Q3 2026 | Oct 19, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 2,704 | 721 | 0.3% | 0.3% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 4,715 | 697 | 0.33% | 0.58% | 99 | +300 | 6.8% | Q3 2026 | Oct 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,603 | 694 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 2,600 | 693 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 2,592 | 691 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Planning Co of New England, Inc. | History | New | 4,400 | 650 | 0.25% | — | 103 | +4,400 | New | Q3 2026 | Oct 15, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 2,319 | 618 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 3,843 | 568 | 0.18% | 0.35% | 105 | -314 | -7.55% | Q3 2026 | Nov 03, 2026 |
| Trilogy Capital Inc. | History | New | 3,636 | 537 | 0.02% | — | 106 | +3,636 | New | Q3 2026 | Oct 20, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 3,615 | 534 | 0.05% | 0.24% | 107 | -6,492 | -64.23% | Q3 2026 | Oct 14, 2026 |
| PRAIRIE ADVISORY, LLC | History | Added to | 3,600 | 532 | 0.06% | 0.11% | 108 | +1,800 | 100.0% | Q3 2026 | Oct 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,661 | 521 | 0.0% | 0.0% | 109 | +147 | 4.18% | Q3 2026 | Oct 13, 2026 |
| AlphaGrep UK Ltd | History | No change | 1,939 | 517 | 0.15% | 0.15% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,935 | 516 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 2,100 | 509 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | No change | 1,908 | 508 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DV EQUITIES, LLC | History | No change | 1,836 | 489 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,805 | 481 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Destination Wealth Management | History | No change | 1,800 | 480 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 1,750 | 466 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 1,656 | 441 | 0.2% | 0.2% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 2,981 | 440 | 0.0% | — | 119 | +2,981 | New | Q3 2026 | Oct 16, 2026 |
| Empowered Funds, LLC | History | No change | 1,631 | 435 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Group Advisors, LLC | History | Added to | 2,910 | 430 | 0.27% | 0.46% | 121 | +1 | 0.03% | Q3 2026 | Oct 14, 2026 |
| Visionary Wealth Advisors | History | No change | 1,603 | 427 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 2,886 | 426 | 0.02% | 0.07% | 123 | -2,298 | -44.33% | Q3 2026 | Nov 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,592 | 424 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westmount Partners, LLC | History | No change | 1,550 | 413 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 1,500 | 400 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 2,696 | 399 | 0.25% | 0.37% | 127 | +263 | 10.81% | Q3 2026 | Oct 30, 2026 |
| Serenity Investment Advisors | History | Added to | 2,627 | 388 | 0.17% | 0.13% | 128 | +201 | 8.29% | Q3 2026 | Oct 30, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 1,350 | 360 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENTREWEALTH, LLC | History | New | 2,426 | 358 | 0.13% | — | 130 | +2,426 | New | Q3 2026 | Oct 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 2,412 | 357 | 0.0% | — | 132 | +2,412 | New | Q3 2026 | Nov 02, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 2,420 | 357 | 0.04% | 0.06% | 131 | -65 | -2.62% | Q3 2026 | Oct 08, 2026 |
| IvyRock Asset Management (HK) Ltd | History | No change | 1,300 | 346 | 0.2% | 0.2% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,329 | 344 | 0.0% | 0.0% | 134 | +1,678 | 257.76% | Q3 2026 | Oct 23, 2026 |
| Calamos Wealth Management LLC | History | No change | 2,096 | 309 | 0.01% | 0.02% | 135 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 1,107 | 295 | 0.11% | 0.11% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kelly Financial Services LLC | History | Added to | 1,974 | 291 | 0.06% | 0.11% | 137 | +11 | 0.56% | Q3 2026 | Oct 20, 2026 |
| Cane Capital Partners, LLC | History | New | 1,946 | 287 | 0.11% | — | 138 | +1,946 | New | Q3 2026 | Oct 23, 2026 |
| Arax Advisory Partners | History | No change | 1,060 | 282 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Shay Capital LLC | History | No change | 1,050 | 280 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vigilare Wealth Management | History | Added to | 1,867 | 276 | 0.08% | 0.15% | 141 | +1 | 0.05% | Q3 2026 | Oct 29, 2026 |
| Dedeker Financial LLC | History | Added to | 1,842 | 272 | 0.15% | 0.25% | 142 | +161 | 9.58% | Q3 2026 | Oct 23, 2026 |
| Spire Wealth Management | History | Added to | 1,838 | 271 | 0.01% | 0.01% | 143 | +913 | 98.7% | Q3 2026 | Oct 30, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Added to | 1,808 | 267 | 0.53% | 0.86% | 145 | +401 | 28.5% | Q3 2026 | Nov 03, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,000 | 267 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 1,000 | 266 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rathbones Group PLC | History | No change | 1,000 | 266 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 1,000 | 266 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 1,000 | 266 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 989 | 263 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 1,749 | 258 | 0.07% | 0.14% | 151 | -29 | -1.63% | Q3 2026 | Oct 19, 2026 |
| Peak Wealth Management LLC | History | No change | 2,500 | 243 | 0.17% | 0.47% | 152 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 914 | 243 | 0.14% | 0.14% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 1,636 | 241 | 0.02% | 0.04% | 154 | +13 | 0.8% | Q3 2026 | Oct 16, 2026 |
| IEQ CAPITAL, LLC | History | No change | 900 | 240 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Facet Wealth, Inc. | History | No change | 888 | 236 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Morse Asset Management, Inc | History | No change | 877 | 233 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Naviter Wealth, LLC | History | No change | 875 | 233 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tamar Securities, LLC | History | Added to | 1,552 | 229 | 0.02% | 0.04% | 159 | +1 | 0.06% | Q3 2026 | Nov 03, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 850 | 226 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 850 | 226 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,502 | 222 | 0.01% | 0.02% | 162 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,476 | 218 | 0.02% | — | 163 | +1,476 | New | Q3 2026 | Oct 28, 2026 |
| Mittelman Wealth Management | History | No change | 803 | 214 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intellectus Partners, LLC | History | No change | 790 | 210 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 778 | 207 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optivise Advisory Services LLC | History | New | 1,376 | 203 | 0.1% | — | 167 | +1,376 | New | Q3 2026 | Oct 16, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 1,360 | 201 | 0.02% | 0.04% | 168 | -10 | -0.73% | Q3 2026 | Oct 21, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 752 | 200 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 1,312 | 193 | 0.07% | 0.03% | 170 | +972 | 285.88% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 612 | 163 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VESTOR CAPITAL, LLC | History | No change | 3,700 | 158 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 1,000 | 147 | 0.03% | — | 173 | +1,000 | New | Q3 2026 | Oct 15, 2026 |
| Forum Finance Group S.A. | History | No change | 651 | 140 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PayPay Securities Corp | History | Added to | 856 | 126 | 4.34% | 2.68% | 175 | +440 | 105.77% | Q3 2026 | Oct 26, 2026 |
| Anchor Investment Management, LLC | History | No change | 400 | 106 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 400 | 106 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TORONTO DOMINION BANK | History | No change | 362 | 96 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 300 | 80 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 245 | 65 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 215 | 57 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 217 | 57 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| T3 Companies, LLC | History | New | 42,300 | 55 | 0.05% | — | 183 | +42,300 | New | Q3 2026 | Oct 22, 2026 |
| Ravenstone Capital Management Inc. | History | No change | 200 | 53 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Caitlin John, LLC | History | No change | 169 | 45 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 167 | 44 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 138 | 36 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 111 | 29 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | History | No change | 105 | 28 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 100 | 26 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Truvestments Capital LLC | History | No change | 100 | 26 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 100 | 26 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 100 | 26 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Security National Bank | History | New | 165 | 24 | 0.0% | — | 194 | +165 | New | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 156 | 23 | 0.0% | 0.0% | 195 | -34 | -17.89% | Q3 2026 | Oct 16, 2026 |
| Activest Wealth Management | History | Added to | 150 | 22 | 0.0% | 0.01% | 197 | +30 | 25.0% | Q3 2026 | Oct 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 84 | 22 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 80 | 21 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 60 | 16 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 57 | 15 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 50 | 13 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dogwood Wealth Management LLC | History | No change | 47 | 12 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 75 | 11 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Berbice Capital Management LLC | History | New | 60 | 8 | 0.0% | — | 205 | +60 | New | Q3 2026 | Oct 13, 2026 |
| Main Street Group, LTD | History | No change | 59 | 8 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| IFS Advisors, LLC | History | New | 33 | 4 | 0.0% | — | 208 | +33 | New | Q3 2026 | Oct 14, 2026 |
| Ascentis Independent Advisors | History | Reduced | 29 | 4 | 0.0% | 0.04% | 206 | -22 | -43.14% | Q3 2026 | Nov 03, 2026 |
| BIRCHBROOK, INC. | History | Added to | 27 | 4 | 0.0% | 0.0% | 207 | +2 | 8.0% | Q3 2026 | Oct 14, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,500 | 3 | 0.0% | — | 209 | +1,500 | New | Q3 2026 | Oct 16, 2026 |
| Continuum Advisory, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | New | 13 | 1 | 0.0% | — | 212 | +13 | New | Q3 2026 | Oct 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -21,100 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,751 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Townsend & Associates, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -1,501 | -100.0% | Q3 2026 | Oct 23, 2026 |
| CPR Investments Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -1,278 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Aegis Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -1,029 | -100.0% | Q3 2026 | Oct 26, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,000 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Larry Mathis Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -965 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Blue Capital, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -905 | -100.0% | Q3 2026 | Oct 13, 2026 |
| MEANS INVESTMENT CO., INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -904 | -100.0% | Q3 2026 | Nov 03, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -879 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Intrua Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -800 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Virtus Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -798 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.03% | — | -761 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Cherry Tree Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2026 | Oct 13, 2026 |
| IMG Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silicon Valley Capital Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Bogart Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |