Direxion Shares ETF Trust - SPXL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PPSC Investment Service Corp | History | Added to | 2,574,322 | 723,641 | 43.19% | 43.4% | 1 | +33,027 | 1.3% | Q3 2026 | Oct 26, 2026 |
| Howard Capital Management, LLC | History | Reduced | 1,386,229 | 389,668 | 4.71% | 4.56% | 2 | -28,072 | -1.98% | Q3 2026 | Oct 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,429,261 | 386,858 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,262,238 | 341,649 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 777,935 | 210,563 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 207,583 | 58,351 | 7.69% | 6.41% | 6 | +31,334 | 17.78% | Q3 2026 | Oct 26, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 151,840 | 42,682 | 12.06% | 11.87% | 7 | +1,399 | 0.93% | Q3 2026 | Oct 19, 2026 |
| SUCCESSION FINANCIAL, INC. | History | Reduced | 139,233 | 39,138 | 37.65% | 37.41% | 8 | -6,123 | -4.21% | Q3 2026 | Oct 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 115,272 | 32,402 | 0.74% | 0.75% | 9 | -6,102 | -5.03% | Q3 2026 | Oct 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 93,500 | 25,307 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 71,086 | 19,314 | 0.41% | 0.41% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 49,981 | 14,049 | 0.65% | 0.61% | 12 | +524 | 1.06% | Q3 2026 | Oct 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 49,512 | 13,401 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | No change | 37,846 | 10,638 | 2.01% | 2.01% | 14 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 35,692 | 9,660 | 0.24% | 0.24% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 33,914 | 9,533 | 0.07% | — | 16 | +33,914 | New | Q3 2026 | Oct 16, 2026 |
| Spire Wealth Management | History | Added to | 33,063 | 9,294 | 0.28% | 0.26% | 17 | +1,286 | 4.05% | Q3 2026 | Oct 30, 2026 |
| Gainplan LLC | History | Reduced | 32,450 | 9,121 | 3.54% | 3.96% | 18 | -4,698 | -12.65% | Q3 2026 | Oct 08, 2026 |
| LM Advisors LLC | History | No change | 30,340 | 8,212 | 0.95% | 0.95% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 37,285 | 6,978 | 0.1% | 0.1% | 20 | -77 | -0.21% | Q3 2026 | Oct 26, 2026 |
| Calamos Wealth Management LLC | History | New | 22,814 | 6,413 | 0.18% | — | 21 | +22,814 | New | Q3 2026 | Nov 02, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 19,923 | 5,393 | 0.22% | 0.22% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 19,052 | 5,156 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 17,274 | 4,855 | 2.04% | 2.0% | 24 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Westwood Wealth Management | History | Reduced | 17,235 | 4,844 | 1.37% | 1.36% | 25 | -100 | -0.58% | Q3 2026 | Oct 29, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 15,451 | 4,343 | 0.35% | 0.33% | 26 | +926 | 6.38% | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 15,038 | 4,227 | 0.45% | 0.42% | 27 | +921 | 6.52% | Q3 2026 | Oct 28, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 14,888 | 4,171 | 0.2% | 0.35% | 28 | -10,368 | -41.05% | Q3 2026 | Oct 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 14,300 | 3,791 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Revere Asset Management, Inc | History | No change | 14,000 | 3,789 | 1.45% | 1.45% | 30 | 0 | 0.0% | Q2 2026 | Sep 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,500 | 3,653 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, LLC | History | No change | 13,426 | 3,634 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Encompass More Asset Management | History | Added to | 12,228 | 3,437 | 0.48% | 0.44% | 33 | +1,001 | 8.92% | Q3 2026 | Oct 16, 2026 |
| Q3 Asset Management | History | No change | 9,875 | 2,673 | 0.49% | 0.49% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 8,711 | 2,448 | 0.21% | 0.14% | 35 | +2,815 | 47.74% | Q3 2026 | Oct 14, 2026 |
| Virtus Wealth Solutions LLC | History | New | 8,066 | 2,267 | 0.38% | — | 36 | +8,066 | New | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,384 | 1,998 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | Added to | 6,794 | 1,887 | 0.07% | 0.06% | 38 | +454 | 7.16% | Q3 2026 | Nov 03, 2026 |
| Mariner, LLC | History | No change | 6,599 | 1,786 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 5,702 | 1,603 | 1.02% | 0.8% | 40 | +565 | 11.0% | Q3 2026 | Oct 30, 2026 |
| Kelly Financial Services LLC | History | Added to | 5,652 | 1,588 | 0.34% | 0.32% | 41 | +99 | 1.78% | Q3 2026 | Oct 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 5,410 | 1,520 | 0.0% | — | 42 | +5,410 | New | Q3 2026 | Nov 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 5,298 | 1,489 | 0.02% | 0.02% | 43 | +31 | 0.59% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,251 | 1,476 | 0.05% | 0.03% | 44 | +1,638 | 45.34% | Q3 2026 | Nov 04, 2026 |
| Aprio Wealth Management, LLC | History | New | 5,156 | 1,449 | 0.07% | — | 45 | +5,156 | New | Q3 2026 | Oct 28, 2026 |
| LPL Financial LLC | History | No change | 5,030 | 1,361 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walleye Trading LLC | History | No change | 4,500 | 1,218 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 4,183 | 1,175 | 0.06% | 0.05% | 48 | +614 | 17.2% | Q3 2026 | Oct 28, 2026 |
| Stone House Investment Management, LLC | History | Added to | 4,056 | 1,140 | 0.15% | 0.13% | 49 | +465 | 12.95% | Q3 2026 | Oct 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,077 | 1,103 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Reduced | 3,916 | 1,100 | 0.0% | 0.0% | 51 | -1,149 | -22.69% | Q3 2026 | Nov 02, 2026 |
| Millington Financial Advisors, LLC | History | No change | 4,108 | 1,091 | 0.43% | 0.43% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Management Nebraska | History | Reduced | 3,873 | 1,088 | 0.1% | 0.09% | 53 | -29 | -0.74% | Q3 2026 | Oct 26, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,008 | 1,084 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYKON CAPITAL LLC | History | No change | 3,955 | 1,070 | 0.33% | 0.33% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PMV Capital Advisers, LLC | History | No change | 3,934 | 1,064 | 1.6% | 1.6% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 3,600 | 1,011 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,673 | 994 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 3,478 | 977 | 0.52% | 0.36% | 59 | +1,049 | 43.19% | Q3 2026 | Oct 16, 2026 |
| UBS Group AG | History | No change | 3,598 | 973 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BXM Wealth LLC | History | Added to | 3,299 | 927 | 0.5% | 0.32% | 61 | +1,132 | 52.24% | Q3 2026 | Nov 03, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,327 | 900 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CPR Investments Inc. | History | Reduced | 3,154 | 886 | 0.66% | 0.94% | 63 | -1,353 | -30.02% | Q3 2026 | Oct 26, 2026 |
| Summit Financial, LLC | History | No change | 3,231 | 874 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Net Worth Advisory Group | History | Added to | 3,049 | 861 | 0.22% | 0.19% | 65 | +283 | 10.23% | Q3 2026 | Oct 19, 2026 |
| Mittelman Wealth Management | History | No change | 3,107 | 840 | 0.56% | 0.56% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alternative Investment Advisors, LLC. | History | Added to | 2,864 | 805 | 0.3% | 0.29% | 67 | +3 | 0.1% | Q3 2026 | Nov 03, 2026 |
| Lido Advisors, LLC | History | Added to | 2,787 | 783 | 0.0% | 0.0% | 68 | +15 | 0.54% | Q3 2026 | Nov 04, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 2,839 | 768 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wallace Advisory Group, LLC | History | No change | 2,790 | 755 | 0.71% | 0.71% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Wealth | History | No change | 2,712 | 734 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 2,670 | 722 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,570 | 695 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 2,566 | 694 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Significant Wealth Partners LLC | History | No change | 2,510 | 679 | 0.74% | 0.74% | 75 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 2,399 | 674 | 0.03% | 0.02% | 76 | +823 | 52.22% | Q3 2026 | Oct 23, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 2,360 | 663 | 0.04% | 0.03% | 77 | +496 | 26.61% | Q3 2026 | Oct 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 2,238 | 655 | 0.0% | — | 78 | +2,238 | New | Q3 2026 | Oct 13, 2026 |
| Navigation Wealth Management, Inc. | History | New | 2,111 | 627 | 0.95% | — | 79 | +2,111 | New | Q3 2026 | Nov 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,200 | 595 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 2,129 | 576 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,095 | 567 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,069 | 560 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,060 | 557 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 2,000 | 541 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 2,000 | 541 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,000 | 541 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SCS Capital Management LLC | History | No change | 1,964 | 531 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Watch Advisors, INC | History | No change | 1,924 | 520 | 0.17% | 0.17% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Perspectives, Inc | History | Added to | 1,840 | 517 | 0.16% | 0.15% | 90 | +90 | 5.14% | Q3 2026 | Oct 14, 2026 |
| Betterment LLC | History | No change | 1,841 | 498 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 1,744 | 490 | 0.14% | 0.13% | 92 | +2 | 0.11% | Q3 2026 | Oct 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,712 | 481 | 0.0% | — | 94 | +1,712 | New | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 1,778 | 481 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 1,651 | 464 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 1,715 | 464 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,611 | 436 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,471 | 413 | 0.01% | 0.01% | 98 | +178 | 13.77% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,512 | 409 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,492 | 403 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CRA Financial Services, LLC | History | No change | 1,366 | 383 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,353 | 366 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 1,217 | 342 | 0.02% | 0.05% | 103 | -1,634 | -57.31% | Q3 2026 | Oct 14, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 1,120 | 314 | 0.05% | 0.06% | 104 | -222 | -16.54% | Q3 2026 | Oct 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,159 | 313 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 1,080 | 303 | 0.11% | 0.11% | 106 | -131 | -10.82% | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,114 | 301 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 1,080 | 296 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,080 | 292 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Headlands Technologies LLC | History | No change | 1,076 | 291 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 1,029 | 289 | 0.03% | 0.02% | 111 | +19 | 1.88% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,061 | 287 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,018 | 286 | 0.0% | 0.0% | 113 | -18 | -1.74% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,015 | 285 | 0.0% | 0.0% | 114 | -1,100 | -52.01% | Q3 2026 | Nov 02, 2026 |
| Facet Wealth, Inc. | History | New | 1,010 | 283 | 0.0% | — | 115 | +1,010 | New | Q3 2026 | Nov 04, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 1,024 | 277 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,007 | 272 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Members Advisory Group LLC | History | No change | 1,001 | 271 | 0.08% | 0.08% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NorthRock Partners, LLC | History | No change | 1,000 | 270 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 1,000 | 270 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Waverly Advisors, LLC | History | No change | 970 | 262 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 931 | 261 | 0.05% | — | 122 | +931 | New | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 927 | 250 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | No change | 911 | 246 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 900 | 243 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 892 | 241 | 0.12% | 0.12% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 886 | 239 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 846 | 228 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Advisors, LLC | History | No change | 785 | 220 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Quantinno Capital Management LP | History | No change | 800 | 216 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 792 | 214 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Main Street Group, LTD | History | No change | 738 | 207 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Farringdon Capital, Ltd. | History | No change | 754 | 204 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAMSEY QUANTITATIVE SYSTEMS | History | New | 618 | 173 | 0.16% | — | 134 | +618 | New | Q3 2026 | Oct 22, 2026 |
| EFG International AG | History | No change | 625 | 169 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 504 | 136 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 440 | 119 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 343 | 96 | 0.0% | — | 138 | +343 | New | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 6 | 93 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 297 | 83 | 0.02% | 0.04% | 140 | -365 | -55.14% | Q3 2026 | Oct 21, 2026 |
| Independence Bank of Kentucky | History | No change | 275 | 77 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| PayPay Securities Corp | History | Reduced | 271 | 76 | 2.62% | 2.22% | 142 | -68 | -20.06% | Q3 2026 | Oct 26, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 259 | 72 | 0.12% | 0.08% | 143 | -525 | -66.96% | Q3 2026 | Oct 14, 2026 |
| AlphaCore Capital LLC | History | New | 204 | 57 | 0.0% | — | 144 | +204 | New | Q3 2026 | Nov 04, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 200 | 54 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 176 | 49 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 167 | 46 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Westend Capital Management, LLC | History | No change | 150 | 40 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 150 | 40 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 136 | 38 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | Reduced | 134 | 37 | 0.0% | 0.0% | 151 | -272 | -67.0% | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 126 | 35 | 0.0% | 0.0% | 152 | +1 | 0.8% | Q3 2026 | Nov 03, 2026 |
| Morse Asset Management, Inc | History | No change | 50 | 13 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 45 | 12 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 37 | 10 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathway Financial Advisers, LLC | History | New | 33 | 9 | 0.0% | — | 156 | +33 | New | Q3 2026 | Oct 26, 2026 |
| TORONTO DOMINION BANK | History | No change | 19 | 5 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 16 | 4 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PlanVest Financial, Inc | History | No change | 18 | 4 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | New | 8 | 2 | 0.0% | — | 164 | +8 | New | Q3 2026 | Nov 03, 2026 |
| Continuum Advisory, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 10 | 2 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Latitude Advisors, LLC | History | New | 6 | 1 | 0.0% | — | 167 | +6 | New | Q3 2026 | Oct 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 5 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 7 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Flavin Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -1,732 | -100.0% | Q3 2026 | Oct 21, 2026 |
| APS Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -921 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Parkside Financial Bank & Trust | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |