T. Rowe Price Exchange-Traded Funds, Inc. - TMSL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 7,026,187 | 257,840 | 0.03% | 0.02% | 1 | +1,164,996 | 19.88% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,962,385 | 145,300 | 0.04% | 0.04% | 2 | -345,136 | -8.01% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,238,674 | 118,762 | 0.04% | 0.02% | 3 | +1,476,471 | 83.79% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,495,292 | 54,540 | 0.01% | 0.0% | 4 | +1,009,365 | 207.72% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,316,232 | 48,266 | 0.01% | 0.0% | 5 | +912,968 | 226.39% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,062,785 | 38,972 | 0.04% | 0.04% | 6 | +167,075 | 18.65% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 948,188 | 34,770 | 0.01% | 0.0% | 7 | +392,286 | 70.57% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 955,946 | 34,213 | 0.02% | 0.01% | 8 | +387,541 | 68.18% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 886,985 | 32,524 | 0.06% | 0.06% | 9 | +27,893 | 3.25% | Q1 2026 | May 14, 2026 |
| Watchman Group, Inc. | History | Reduced | 811,272 | 29,749 | 7.2% | 6.96% | 10 | -809 | -0.1% | Q1 2026 | Apr 20, 2026 |
| Kendall Capital Management | History | Added to | 741,348 | 27,185 | 5.57% | 5.2% | 11 | +49,224 | 7.11% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 668,278 | 24,510 | 0.04% | 0.03% | 12 | +52,726 | 8.57% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 646,545 | 23,708 | 0.01% | 0.0% | 13 | +487,300 | 306.01% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 553,628 | 20,301 | 0.0% | 0.0% | 14 | +388,232 | 234.73% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 523,380 | 19,344 | 0.04% | 0.05% | 15 | -375,343 | -41.76% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 520,974 | 19,104 | 0.09% | 0.08% | 16 | +44,688 | 9.38% | Q1 2026 | Apr 24, 2026 |
| Asio Capital, LLC | History | Added to | 505,495 | 18,536 | 2.6% | 2.36% | 17 | +38,556 | 8.26% | Q1 2026 | Apr 15, 2026 |
| CMH Wealth Management LLC | History | Added to | 504,442 | 18,497 | 3.18% | 3.86% | 18 | +2,339 | 0.47% | Q1 2026 | Apr 13, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 433,931 | 15,912 | 0.89% | 0.25% | 19 | +304,229 | 234.56% | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 377,464 | 13,841 | 0.58% | — | 20 | +377,464 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 363,826 | 13,342 | 0.03% | 0.03% | 21 | +15,855 | 4.56% | Q1 2026 | Apr 30, 2026 |
| Souders Financial Advisors | History | Added to | 355,490 | 13,035 | 1.49% | 1.42% | 22 | +9,511 | 2.75% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 300,108 | 11,004 | 0.01% | 0.01% | 23 | -9,186 | -2.97% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 269,142 | 9,869 | 0.03% | 0.01% | 24 | +142,694 | 112.85% | Q1 2026 | May 04, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 243,722 | 8,937 | 0.14% | 0.12% | 25 | +52,988 | 27.78% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 235,743 | 8,644 | 0.01% | 0.01% | 26 | -4,170 | -1.74% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 220,395 | 8,081 | 0.6% | 0.0% | 27 | +219,389 | 21808.05% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 211,705 | 7,763 | 0.04% | 0.04% | 28 | +21,156 | 11.1% | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 181,950 | 6,672 | 0.04% | 0.06% | 29 | -107,834 | -37.21% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 181,518 | 6,656 | 0.05% | — | 30 | +181,518 | New | Q1 2026 | Apr 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 173,771 | 6,372 | 0.06% | 0.06% | 31 | +16,642 | 10.59% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 152,060 | 5,576 | 0.01% | 0.01% | 32 | +21,732 | 16.67% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 147,906 | 5,423 | 0.06% | 0.06% | 33 | +3,409 | 2.36% | Q1 2026 | Apr 28, 2026 |
| Atlas Wealth LLC | History | Added to | 130,764 | 4,795 | 1.44% | 1.13% | 34 | +26,773 | 25.75% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 130,182 | 4,773 | 0.21% | 0.22% | 35 | +2,280 | 1.78% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 128,058 | 4,696 | 0.22% | 0.21% | 36 | -735 | -0.57% | Q1 2026 | May 18, 2026 |
| Atria Investments, Inc | History | Added to | 123,190 | 4,517 | 0.05% | 0.02% | 37 | +82,238 | 200.82% | Q1 2026 | May 05, 2026 |
| Pearl Planning LLC | History | Added to | 120,078 | 4,403 | 2.35% | 2.52% | 38 | +5,303 | 4.62% | Q1 2026 | Apr 30, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 118,979 | 4,362 | 1.59% | 1.08% | 39 | +41,210 | 52.99% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 121,464 | 4,360 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 118,162 | 4,332 | 0.24% | 0.22% | 41 | +12,581 | 11.92% | Q1 2026 | Apr 24, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 106,766 | 3,915 | 0.01% | 0.0% | 42 | +52,698 | 97.47% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 101,888 | 3,766 | 0.04% | 0.04% | 43 | +1,488 | 1.48% | Q1 2026 | Apr 07, 2026 |
| Valmark Advisers, Inc. | History | New | 102,453 | 3,756 | 0.04% | — | 44 | +102,453 | New | Q1 2026 | May 01, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 98,651 | 3,617 | 0.8% | 0.74% | 45 | +4,572 | 4.86% | Q1 2026 | May 13, 2026 |
| Vantage Financial Partners, LLC | History | No change | 97,703 | 3,507 | 0.71% | 0.71% | 46 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 87,811 | 3,220 | 1.23% | 0.3% | 47 | +52,832 | 151.04% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 78,990 | 2,896 | 0.01% | 0.01% | 48 | +8,488 | 12.04% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 76,416 | 2,802 | 0.0% | 0.0% | 49 | +12,884 | 20.28% | Q1 2026 | May 05, 2026 |
| Richard P Slaughter Associates Inc | History | New | 62,661 | 2,297 | 0.5% | — | 50 | +62,661 | New | Q1 2026 | Apr 13, 2026 |
| PFG Advisors | History | Added to | 55,791 | 2,045 | 0.1% | 0.09% | 51 | +1,929 | 3.58% | Q1 2026 | May 05, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 53,141 | 1,948 | 0.96% | 0.49% | 52 | +4,087 | 8.33% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 52,758 | 1,935 | 0.0% | 0.0% | 53 | +21,686 | 69.79% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Added to | 47,616 | 1,746 | 0.01% | 0.01% | 54 | +16,370 | 52.39% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 47,217 | 1,732 | 0.0% | 0.0% | 55 | +46,550 | 6979.01% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 46,507 | 1,705 | 0.01% | 0.0% | 56 | +31,602 | 212.02% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 45,091 | 1,653 | 0.18% | 0.13% | 57 | +9,667 | 27.29% | Q1 2026 | Apr 28, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 42,852 | 1,571 | 0.97% | 1.09% | 58 | -865 | -1.98% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,273 | 1,559 | 0.01% | 0.01% | 59 | +7,957 | 22.53% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 36,195 | 1,327 | 0.0% | — | 60 | +36,195 | New | Q1 2026 | May 15, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 34,584 | 1,268 | 0.91% | 0.74% | 61 | +6,922 | 25.02% | Q1 2026 | Apr 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 33,455 | 1,226 | 0.02% | 0.02% | 62 | -1,093 | -3.16% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | No change | 33,361 | 1,223 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 32,640 | 1,196 | 0.57% | 0.46% | 64 | +6,223 | 23.56% | Q1 2026 | May 05, 2026 |
| GeoWealth Management, LLC | History | Added to | 32,496 | 1,191 | 0.04% | 0.02% | 65 | +19,180 | 144.04% | Q1 2026 | May 13, 2026 |
| StrongBox Wealth, LLC | History | Added to | 31,364 | 1,150 | 0.37% | 0.11% | 66 | +22,434 | 251.22% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 30,434 | 1,116 | 0.01% | 0.01% | 67 | +9,341 | 44.28% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 30,281 | 1,110 | 0.03% | 0.02% | 68 | +13,511 | 80.57% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 29,551 | 1,083 | 0.03% | 0.0% | 69 | +23,883 | 421.37% | Q1 2026 | Apr 29, 2026 |
| Omnitrust Wealth Management, Inc | History | Added to | 29,522 | 1,082 | 1.4% | 0.43% | 70 | +19,968 | 209.0% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 29,114 | 1,067 | 0.01% | 0.01% | 71 | +5,005 | 20.76% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 28,676 | 1,051 | 0.02% | 0.01% | 72 | +18,479 | 181.22% | Q1 2026 | May 15, 2026 |
| OneAscent Family Office, LLC | History | No change | 27,938 | 1,024 | 0.72% | 0.68% | 73 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Beacon Financial Advisory LLC | History | New | 27,198 | 997 | 0.23% | — | 74 | +27,198 | New | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 25,777 | 945 | 0.0% | 0.0% | 75 | -7,313 | -22.1% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 25,690 | 942 | 0.0% | 0.0% | 76 | +16,903 | 192.36% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Added to | 24,103 | 883 | 0.03% | 0.02% | 77 | +7,100 | 41.76% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 23,144 | 848 | 0.04% | 0.04% | 78 | +106 | 0.46% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 22,817 | 836 | 0.02% | 0.01% | 79 | +14,960 | 190.4% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | New | 21,378 | 783 | 0.06% | — | 80 | +21,378 | New | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 20,405 | 748 | 0.0% | 0.0% | 81 | +825 | 4.21% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 19,928 | 730 | 0.02% | 0.03% | 82 | -9,031 | -31.19% | Q1 2026 | Apr 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 18,878 | 692 | 0.02% | — | 83 | +18,878 | New | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 17,823 | 690 | 0.04% | — | 84 | +17,823 | New | Q1 2026 | Apr 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 18,139 | 665 | 0.05% | 0.03% | 85 | +5,739 | 46.28% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | Reduced | 17,213 | 631 | 0.01% | 0.01% | 86 | -4,123 | -19.32% | Q1 2026 | Apr 27, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 16,579 | 607 | 0.11% | 0.11% | 87 | +28 | 0.17% | Q1 2026 | May 04, 2026 |
| United Advisor Group, LLC | History | Added to | 15,879 | 582 | 0.07% | 0.05% | 88 | +4,837 | 43.81% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 15,165 | 556 | 0.01% | — | 89 | +15,165 | New | Q1 2026 | May 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 15,134 | 554 | 0.25% | 0.25% | 90 | -15 | -0.1% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 14,647 | 537 | 0.04% | 0.03% | 91 | +1,539 | 11.74% | Q1 2026 | May 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 14,444 | 529 | 0.11% | 0.05% | 92 | +8,272 | 134.02% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 13,701 | 502 | 0.01% | 0.01% | 93 | +865 | 6.74% | Q1 2026 | Apr 08, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 13,547 | 496 | 0.18% | 0.17% | 94 | -445 | -3.18% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 13,403 | 491 | 0.02% | — | 95 | +13,403 | New | Q1 2026 | May 14, 2026 |
| SageGuard Financial Group, LLC | History | New | 13,379 | 490 | 0.08% | — | 96 | +13,379 | New | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,333 | 488 | 0.02% | 0.02% | 97 | +2,973 | 28.7% | Q1 2026 | May 19, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 12,671 | 464 | 0.01% | 0.0% | 98 | +5,032 | 65.87% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 12,577 | 461 | 0.0% | 0.0% | 99 | +990 | 8.54% | Q1 2026 | May 13, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 11,340 | 415 | 0.09% | 0.1% | 100 | -426 | -3.62% | Q1 2026 | May 06, 2026 |
| Harborfront Financial Group LLC | History | No change | 11,124 | 399 | 2.97% | 2.97% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 10,685 | 391 | 0.08% | 0.09% | 102 | -1,558 | -12.73% | Q1 2026 | May 08, 2026 |
| SilverOak Wealth Management LLC | History | New | 10,271 | 376 | 0.06% | — | 103 | +10,271 | New | Q1 2026 | Apr 29, 2026 |
| Kovack Advisors, Inc. | History | New | 9,270 | 342 | 0.02% | — | 104 | +9,270 | New | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 9,310 | 341 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Nautilus Advisors LLC | History | Reduced | 9,125 | 334 | 0.23% | 0.24% | 106 | -961 | -9.53% | Q1 2026 | Apr 17, 2026 |
| TPG Advisors LLC | History | Added to | 9,018 | 330 | 0.21% | 0.16% | 107 | +1,756 | 24.18% | Q1 2026 | Apr 22, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 8,348 | 306 | 0.11% | 0.04% | 108 | +5,639 | 208.16% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | New | 8,053 | 295 | 0.0% | — | 109 | +8,053 | New | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,923 | 290 | 0.0% | 0.0% | 110 | +1,636 | 26.02% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 7,896 | 289 | 0.02% | 0.01% | 111 | +524 | 7.11% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 7,777 | 285 | 0.01% | — | 112 | +7,777 | New | Q1 2026 | May 12, 2026 |
| Red Mountain Financial, LLC | History | New | 7,738 | 283 | 0.27% | — | 113 | +7,738 | New | Q1 2026 | Apr 28, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 7,435 | 272 | 0.09% | 0.13% | 114 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 7,355 | 269 | 0.12% | — | 115 | +7,355 | New | Q1 2026 | Apr 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 7,337 | 268 | 0.0% | 0.0% | 116 | +1,265 | 20.83% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 7,066 | 259 | 0.0% | 0.0% | 117 | -845 | -10.68% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,050 | 258 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 6,970 | 255 | 0.03% | 0.03% | 119 | +1,015 | 17.04% | Q1 2026 | Apr 28, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 6,939 | 254 | 0.15% | — | 120 | +6,939 | New | Q1 2026 | May 15, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 6,889 | 252 | 0.09% | — | 121 | +6,889 | New | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 6,851 | 251 | 0.0% | — | 122 | +6,851 | New | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | New | 6,508 | 238 | 0.01% | — | 123 | +6,508 | New | Q1 2026 | May 12, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Reduced | 6,180 | 226 | 0.14% | 0.14% | 124 | -120 | -1.9% | Q1 2026 | Apr 28, 2026 |
| EWA, LLC | History | No change | 6,081 | 222 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | New | 5,993 | 219 | 0.09% | — | 126 | +5,993 | New | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | New | 5,963 | 218 | 0.01% | — | 127 | +5,963 | New | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | New | 5,694 | 208 | 0.0% | — | 128 | +5,694 | New | Q1 2026 | Apr 14, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | New | 5,529 | 202 | 0.1% | — | 129 | +5,529 | New | Q1 2026 | May 15, 2026 |
| Blume Capital Management, Inc. | History | No change | 5,000 | 183 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | No change | 4,228 | 155 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 4,165 | 152 | 0.02% | 0.02% | 132 | +650 | 18.49% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 3,060 | 109 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RMG Wealth Management LLC | History | New | 2,287 | 94 | 0.01% | — | 134 | +2,287 | New | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,967 | 72 | 0.04% | 0.01% | 135 | +1,282 | 187.15% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,581 | 57 | 0.0% | 0.0% | 136 | +798 | 101.92% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,380 | 50 | 0.04% | 0.01% | 137 | +940 | 213.64% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | New | 988 | 36 | 0.0% | — | 139 | +988 | New | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | No change | 1,000 | 36 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 802 | 29 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | No change | 753 | 27 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | No change | 697 | 25 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 651 | 23 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 601 | 22 | 0.01% | 0.03% | 144 | -1,837 | -75.35% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 601 | 22 | 0.01% | 0.0% | 145 | +372 | 162.45% | Q1 2026 | May 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 550 | 19 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 416 | 15 | 0.0% | 0.0% | 147 | +125 | 42.96% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | No change | 350 | 12 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 199 | 7 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 147 | 5 | 0.0% | — | 150 | +147 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | New | 136 | 4 | 0.0% | — | 151 | +136 | New | Q1 2026 | May 15, 2026 |
| Trust Co | History | No change | 92 | 3 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 56 | 2 | 0.0% | — | 153 | +56 | New | Q1 2026 | May 08, 2026 |
| Networth Advisors, LLC | History | Added to | 53 | 1 | 0.0% | — | 154 | +32 | 152.38% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -75,518 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,426 | -100.0% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -23,228 | -100.0% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,726 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -532 | -100.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |