Cambria ETF Trust - SYLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 675,566 | 50,944 | 0.0% | 0.0% | 1 | +31,101 | 4.83% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 414,022 | 31,221 | 0.01% | 0.01% | 2 | -43,082 | -9.42% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 410,658 | 30,967 | 0.01% | 0.01% | 3 | +7,323 | 1.82% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Added to | 379,040 | 28,583 | 0.03% | 0.03% | 4 | +16,994 | 4.69% | Q1 2026 | May 14, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 364,183 | 27,463 | 3.57% | 3.16% | 5 | -22,806 | -5.89% | Q1 2026 | Apr 10, 2026 |
| Intellus Advisors LLC | History | Reduced | 351,446 | 26,502 | 3.62% | 3.25% | 6 | -731 | -0.21% | Q1 2026 | May 07, 2026 |
| VestGen Advisors, LLC | History | Reduced | 284,979 | 22,218 | 0.59% | 0.93% | 7 | -28,403 | -9.06% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 275,419 | 20,769 | 1.09% | 0.95% | 8 | +27,764 | 11.21% | Q1 2026 | May 07, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 268,778 | 19,255 | 3.45% | 3.07% | 9 | +32,492 | 13.75% | Q1 2026 | Apr 10, 2026 |
| Cetera Investment Advisers | History | Added to | 250,789 | 18,911 | 0.02% | 0.02% | 10 | +11,989 | 5.02% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 248,381 | 18,730 | 0.0% | 0.0% | 11 | +6,583 | 2.72% | Q1 2026 | May 05, 2026 |
| Opus Capital Group, LLC | History | Added to | 236,777 | 17,855 | 1.92% | 1.77% | 12 | +1,643 | 0.7% | Q1 2026 | Apr 30, 2026 |
| Verum Partners LLC | History | Added to | 232,513 | 17,533 | 3.33% | 3.13% | 13 | +9,396 | 4.21% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 201,384 | 15,186 | 0.47% | 0.57% | 14 | -76,425 | -27.51% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 198,114 | 14,939 | 0.02% | 0.02% | 15 | -33,600 | -14.5% | Q1 2026 | Apr 27, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 165,443 | 12,476 | 0.7% | 0.32% | 16 | +85,345 | 106.55% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 149,354 | 11,264 | 0.01% | 0.01% | 17 | -3,167 | -2.08% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 136,587 | 10,300 | 0.17% | 0.18% | 18 | +4,988 | 3.79% | Q1 2026 | May 18, 2026 |
| Atlas Wealth LLC | History | Added to | 133,331 | 10,054 | 3.01% | 2.57% | 19 | +11,604 | 9.53% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 125,688 | 9,478 | 0.02% | 0.03% | 20 | -11,491 | -8.38% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 122,713 | 9,253 | 0.11% | 0.09% | 21 | +5,346 | 4.55% | Q1 2026 | Apr 16, 2026 |
| Fermata Advisors, LLC | History | Reduced | 101,077 | 7,622 | 1.72% | 1.7% | 22 | -956 | -0.94% | Q1 2026 | Apr 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 95,515 | 7,202 | 0.0% | 0.0% | 23 | +5,578 | 6.2% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 90,949 | 6,858 | 0.04% | — | 24 | +90,949 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 82,733 | 6,238 | 0.0% | 0.0% | 25 | -14,964 | -15.32% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 76,211 | 5,747 | 0.0% | 0.0% | 26 | -44,344 | -36.78% | Q1 2026 | May 11, 2026 |
| United Advisor Group, LLC | History | Added to | 73,272 | 5,525 | 0.68% | 0.53% | 27 | +11,979 | 19.54% | Q1 2026 | Apr 17, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 72,737 | 5,485 | 3.95% | 3.76% | 28 | +275 | 0.38% | Q1 2026 | Apr 10, 2026 |
| Breakwater Capital Group | History | Reduced | 71,179 | 5,367 | 0.72% | 0.72% | 29 | -3,311 | -4.44% | Q1 2026 | Apr 20, 2026 |
| Integrated Advisors Network LLC | History | Added to | 69,856 | 5,267 | 0.28% | 0.12% | 30 | +30,883 | 79.24% | Q1 2026 | Apr 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 68,673 | 5,178 | 0.23% | 0.17% | 31 | +13,594 | 24.68% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 67,059 | 5,057 | 0.0% | 0.0% | 32 | -11,302 | -14.42% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 67,813 | 5,041 | 0.37% | 0.35% | 33 | -935 | -1.36% | Q1 2026 | May 05, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 57,955 | 4,370 | 0.75% | 0.69% | 34 | -148 | -0.25% | Q1 2026 | May 06, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 53,952 | 4,068 | 0.32% | 0.37% | 35 | -13,408 | -19.9% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 47,652 | 3,593 | 0.0% | 0.0% | 36 | -365 | -0.76% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 45,180 | 3,407 | 0.0% | 0.01% | 37 | -5,533 | -10.91% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 43,170 | 3,255 | 0.06% | — | 38 | +43,170 | New | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 42,181 | 3,180 | 0.02% | 0.0% | 39 | +35,812 | 562.29% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 40,067 | 3,021 | 0.0% | 0.0% | 40 | -19,737 | -33.0% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 39,736 | 2,996 | 0.0% | — | 41 | +39,736 | New | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | New | 38,197 | 2,880 | 0.08% | — | 42 | +38,197 | New | Q1 2026 | May 11, 2026 |
| CoreFirst Bank & Trust | History | Added to | 36,671 | 2,765 | 1.47% | 0.92% | 43 | +12,184 | 49.76% | Q1 2026 | Jun 03, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 31,902 | 2,507 | 0.25% | 0.27% | 44 | +2,795 | 9.6% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 31,028 | 2,340 | 0.0% | 0.0% | 45 | -8,525 | -21.55% | Q1 2026 | May 12, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 32,395 | 2,252 | 0.68% | 0.68% | 46 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,698 | 2,164 | 0.01% | 0.01% | 47 | -28,139 | -49.51% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 26,523 | 2,000 | 0.0% | 0.0% | 48 | +10,279 | 63.28% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 26,284 | 1,982 | 0.09% | 0.09% | 49 | +529 | 2.05% | Q1 2026 | Apr 28, 2026 |
| Aspect Partners, LLC | History | Added to | 25,883 | 1,951 | 0.8% | 0.76% | 50 | +849 | 3.39% | Q1 2026 | Apr 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,233 | 1,902 | 0.01% | 0.01% | 51 | +566 | 2.29% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 24,671 | 1,864 | 0.0% | 0.0% | 52 | -11,047 | -30.93% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 24,695 | 1,862 | 0.0% | 0.0% | 53 | +423 | 1.74% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 24,385 | 1,838 | 0.05% | 0.05% | 54 | +140 | 0.58% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,400 | 1,689 | 0.03% | 0.03% | 55 | +194 | 0.87% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 22,327 | 1,683 | 0.06% | 0.05% | 56 | +1,607 | 7.76% | Q1 2026 | Apr 28, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 21,791 | 1,643 | 0.39% | 0.34% | 57 | +931 | 4.46% | Q1 2026 | May 08, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Added to | 20,628 | 1,608 | 1.28% | 1.03% | 58 | +2,953 | 16.71% | Q1 2026 | May 14, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 21,272 | 1,604 | 1.38% | 1.3% | 59 | -235 | -1.09% | Q1 2026 | Apr 13, 2026 |
| Bravias Capital Group, LLC | History | Added to | 21,002 | 1,583 | 1.03% | 0.86% | 60 | +495 | 2.41% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 20,957 | 1,580 | 0.0% | 0.01% | 61 | -13,335 | -38.89% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 20,693 | 1,560 | 0.01% | 0.02% | 62 | -28,838 | -58.22% | Q1 2026 | Apr 24, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 20,617 | 1,554 | 0.2% | 0.2% | 63 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wealth Care LLC | History | New | 19,555 | 1,474 | 1.31% | — | 64 | +19,555 | New | Q1 2026 | Apr 24, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 18,770 | 1,415 | 0.86% | 0.89% | 65 | -121 | -0.64% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 18,932 | 1,410 | 0.0% | 0.0% | 66 | -19 | -0.1% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 19,984 | 1,389 | 0.01% | 0.01% | 67 | -2,772 | -12.18% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 18,156 | 1,369 | 0.15% | 0.16% | 68 | -2,879 | -13.69% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,064 | 1,286 | 0.0% | 0.0% | 69 | +5,242 | 44.34% | Q1 2026 | May 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 16,977 | 1,280 | 0.8% | — | 70 | +16,977 | New | Q1 2026 | Apr 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 16,529 | 1,246 | 0.24% | 0.23% | 71 | -114 | -0.68% | Q1 2026 | Apr 14, 2026 |
| Evanson Asset Management, LLC | History | No change | 16,483 | 1,242 | 0.07% | 0.06% | 72 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Mutual Advisors, LLC | History | Added to | 15,848 | 1,195 | 0.03% | 0.02% | 73 | +1,197 | 8.17% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | No change | 15,544 | 1,172 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COWA, LLC | History | Reduced | 14,712 | 1,109 | 0.3% | 0.31% | 75 | -183 | -1.23% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 14,621 | 1,102 | 0.04% | 0.04% | 76 | +192 | 1.33% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,065 | 1,060 | 0.01% | 0.01% | 77 | -600 | -4.09% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,405 | 933 | 0.01% | 0.0% | 78 | +12,038 | 3280.11% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 12,345 | 930 | 0.02% | 0.03% | 79 | -6,731 | -35.29% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 11,739 | 885 | 0.0% | 0.0% | 80 | -1,212 | -9.36% | Q1 2026 | May 08, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 9,984 | 752 | 0.41% | 0.43% | 81 | -1,503 | -13.08% | Q1 2026 | Apr 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 9,603 | 749 | 0.05% | 0.02% | 82 | +5,047 | 110.78% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 9,725 | 733 | 0.01% | 0.01% | 83 | +52 | 0.54% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Reduced | 9,064 | 684 | 0.0% | 0.0% | 84 | -772 | -7.85% | Q1 2026 | May 14, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 8,972 | 676 | 0.13% | 0.14% | 85 | -1,584 | -15.01% | Q1 2026 | Apr 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,620 | 650 | 0.04% | 0.03% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 8,410 | 634 | 0.06% | 0.06% | 87 | -491 | -5.52% | Q1 2026 | Apr 13, 2026 |
| Valued Retirements, Inc. | History | Reduced | 8,136 | 613 | 0.6% | 0.74% | 88 | -2,696 | -24.89% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,447 | 561 | 0.01% | 0.01% | 89 | -2,580 | -25.73% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Reduced | 7,217 | 544 | 0.0% | 0.0% | 90 | -112 | -1.53% | Q1 2026 | May 15, 2026 |
| ATLas Financial Planning LLC | History | Added to | 7,172 | 540 | 0.48% | 0.28% | 91 | +3,029 | 73.11% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,129 | 537 | 0.0% | 0.0% | 92 | -580 | -7.52% | Q1 2026 | May 05, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 6,900 | 520 | 0.29% | 0.26% | 93 | -911 | -11.66% | Q1 2026 | May 04, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 6,856 | 516 | 0.15% | 0.14% | 94 | -41 | -0.59% | Q1 2026 | Apr 17, 2026 |
| World Investment Advisors | History | Added to | 6,769 | 510 | 0.01% | 0.01% | 95 | +1,933 | 39.97% | Q1 2026 | Apr 27, 2026 |
| Astra Wealth Partners LLC | History | No change | 6,583 | 496 | 0.3% | 0.27% | 96 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 6,559 | 494 | 0.03% | 0.03% | 97 | +171 | 2.68% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,493 | 489 | 0.0% | 0.0% | 99 | +1,518 | 30.51% | Q1 2026 | May 14, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 6,489 | 489 | 0.25% | 0.29% | 98 | -540 | -7.68% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,440 | 485 | 0.0% | 0.0% | 100 | -10,827 | -62.7% | Q1 2026 | May 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 6,379 | 481 | 0.04% | 0.04% | 101 | -687 | -9.72% | Q1 2026 | May 14, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 6,363 | 479 | 0.02% | 0.02% | 102 | -16 | -0.25% | Q1 2026 | Apr 20, 2026 |
| Belvedere Trading LLC | History | New | 6,200 | 467 | 0.0% | — | 103 | +6,200 | New | Q1 2026 | May 12, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 6,078 | 458 | 0.31% | 0.29% | 104 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Partners Group, Inc | History | Reduced | 5,464 | 412 | 0.05% | 0.06% | 105 | -1,309 | -19.33% | Q1 2026 | Apr 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5,350 | 403 | 0.05% | 0.04% | 106 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,139 | 388 | 0.0% | 0.0% | 107 | -400 | -7.22% | Q1 2026 | Apr 22, 2026 |
| ZEGA Investments, LLC | History | New | 5,131 | 386 | 0.04% | — | 108 | +5,131 | New | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,062 | 381 | 0.0% | 0.0% | 109 | +674 | 15.36% | Q1 2026 | Apr 15, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 5,028 | 379 | 0.06% | 0.06% | 110 | -575 | -10.26% | Q1 2026 | Apr 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,794 | 361 | 0.05% | 0.05% | 111 | +6 | 0.13% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,562 | 344 | 0.0% | 0.0% | 112 | -1,329 | -22.56% | Q1 2026 | Apr 30, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 4,491 | 338 | 0.01% | 0.01% | 113 | -61 | -1.34% | Q1 2026 | Apr 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 4,375 | 329 | 0.03% | — | 114 | +4,375 | New | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | New | 4,125 | 328 | 0.03% | — | 115 | +4,125 | New | Q1 2026 | May 01, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 4,300 | 324 | 0.0% | — | 116 | +4,300 | New | Q1 2026 | May 05, 2026 |
| TCFG Investment Advisors, LLC | History | New | 4,121 | 311 | 0.12% | — | 118 | +4,121 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 4,121 | 311 | 0.12% | 0.1% | 117 | +606 | 17.24% | Q1 2026 | Apr 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 4,085 | 308 | 0.01% | 0.01% | 119 | +18 | 0.44% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | No change | 4,042 | 304 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 3,999 | 302 | 0.0% | — | 122 | +3,999 | New | Q1 2026 | Apr 07, 2026 |
| Baldwin Investment Management, LLC | History | Reduced | 4,012 | 302 | 0.04% | 0.03% | 121 | -177 | -4.23% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Added to | 3,899 | 294 | 0.02% | 0.01% | 123 | +595 | 18.01% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 3,878 | 292 | 0.01% | 0.01% | 124 | -479 | -10.99% | Q1 2026 | Apr 06, 2026 |
| Moors & Cabot, Inc. | History | No change | 3,830 | 288 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 3,666 | 276 | 0.0% | — | 126 | +3,666 | New | Q1 2026 | May 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 3,498 | 263 | 0.01% | 0.01% | 127 | -105 | -2.91% | Q1 2026 | Apr 30, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 3,180 | 250 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 3,305 | 249 | 0.1% | 0.1% | 129 | -187 | -5.36% | Q1 2026 | Apr 29, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 3,279 | 247 | 0.06% | 0.05% | 130 | -66 | -1.97% | Q1 2026 | Apr 27, 2026 |
| Ancora Advisors LLC | History | No change | 3,253 | 245 | 0.01% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,228 | 243 | 0.01% | 0.01% | 132 | +16 | 0.5% | Q1 2026 | Apr 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 3,159 | 238 | 0.01% | 0.01% | 133 | +222 | 7.56% | Q1 2026 | May 14, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 2,873 | 216 | 0.05% | 0.05% | 134 | -515 | -15.2% | Q1 2026 | May 08, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 2,820 | 212 | 0.05% | — | 135 | +2,820 | New | Q1 2026 | May 07, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 2,733 | 206 | 0.07% | 0.07% | 136 | -250 | -8.38% | Q1 2026 | May 14, 2026 |
| RFG HOLDINGS, INC. | History | New | 2,691 | 203 | 0.05% | — | 137 | +2,691 | New | Q1 2026 | Apr 16, 2026 |
| NFSG Corp | History | Added to | 2,113 | 159 | 0.03% | 0.02% | 138 | +505 | 31.41% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,899 | 143 | 0.0% | — | 139 | +1,899 | New | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,847 | 139 | 0.0% | 0.0% | 140 | +2 | 0.11% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 1,815 | 126 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | No change | 1,670 | 125 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 1,562 | 117 | 0.01% | 0.01% | 143 | -1,359 | -46.53% | Q1 2026 | May 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 1,550 | 116 | 0.03% | — | 144 | +1,550 | New | Q1 2026 | Apr 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 1,327 | 100 | 0.02% | 0.02% | 145 | -173 | -11.53% | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,322 | 99 | 0.03% | 0.03% | 146 | -252 | -16.01% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 1,282 | 96 | 0.0% | 0.0% | 147 | +5 | 0.39% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,218 | 91 | 0.0% | 0.0% | 148 | -73 | -5.65% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | No change | 1,000 | 75 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Accordant Advisory Group Inc | History | No change | 1,000 | 75 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 921 | 69 | 0.0% | 0.0% | 151 | +896 | 3584.0% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 903 | 62 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 789 | 58 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 707 | 53 | 0.0% | — | 155 | +707 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 710 | 53 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Destiny Wealth Partners, LLC | History | New | 375 | 28 | 0.0% | — | 156 | +375 | New | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 357 | 26 | 0.0% | 0.0% | 157 | -81 | -18.49% | Q1 2026 | Apr 24, 2026 |
| Sound Income Strategies, LLC | History | No change | 336 | 25 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 320 | 24 | 0.0% | 0.0% | 159 | -220 | -40.74% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | New | 296 | 22 | 0.0% | — | 161 | +296 | New | Q1 2026 | May 06, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 303 | 22 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 277 | 21 | 0.01% | 0.01% | 162 | +1 | 0.36% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 198 | 13 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 153 | 11 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| CoreCap Advisors, LLC | History | No change | 120 | 9 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 81 | 6 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Team Financial Group, LLC | History | New | 76 | 5 | 0.0% | — | 168 | +76 | New | Q1 2026 | May 01, 2026 |
| Caitlin John, LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 40 | 3 | 0.0% | — | 169 | +40 | New | Q1 2026 | Apr 13, 2026 |
| Costello Asset Management, INC | History | No change | 23 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 1 | 0.0% | — | 171 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -24,558 | -100.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,524 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,565 | -100.0% | Q1 2026 | May 01, 2026 |
| MorganRosel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,886 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,325 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,460 | -100.0% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,449 | -100.0% | Q1 2026 | May 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -608 | -99.84% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 06, 2026 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Signature Equity Partners, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |