PROSHARES TRUST - TQQQ
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 34,856,992 | 1,452,839 | 0.16% | 0.19% | 1 | +3,289,909 | 10.42% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,670,105 | 736,489 | 0.09% | 0.17% | 2 | -3,639,595 | -17.08% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,963,967 | 665,378 | 0.11% | 0.18% | 3 | -6,302,133 | -28.3% | Q1 2026 | May 15, 2026 |
| Oriental Harbor Investment Master Fund | History | Reduced | 1,961,664 | 81,762 | 7.22% | 9.62% | 4 | -439,976 | -18.32% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Added to | 1,809,575 | 75,423 | 0.03% | 0.04% | 5 | +206,385 | 12.87% | Q1 2026 | May 11, 2026 |
| PPSC Investment Service Corp | History | Added to | 1,279,774 | 53,340 | 4.21% | 4.91% | 6 | +30,989 | 2.48% | Q1 2026 | Apr 23, 2026 |
| UBS Group AG | History | Added to | 1,187,915 | 49,512 | 0.01% | 0.0% | 7 | +894,512 | 304.87% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Added to | 908,472 | 37,944 | 1.34% | 0.01% | 8 | +903,111 | 16845.94% | Q1 2026 | May 14, 2026 |
| LM Advisors LLC | History | Added to | 1,254 | 30,090 | 0.48% | 0.38% | 9 | +144 | 12.97% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Added to | 522,419 | 21,774 | 0.29% | 0.14% | 10 | +298,907 | 133.73% | Q1 2026 | May 14, 2026 |
| Paragon Advisors, LLC | History | Added to | 473,631 | 19,740 | 5.32% | 2.1% | 11 | +327,088 | 223.2% | Q1 2026 | May 04, 2026 |
| TORNO CAPITAL, LLC | History | Added to | 415,900 | 17,334 | 2.39% | 1.23% | 12 | +312,000 | 300.29% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Reduced | 325,486 | 13,566 | 0.22% | 5.78% | 13 | -8,139,776 | -96.16% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 322,996 | 13,462 | 0.43% | 0.3% | 14 | +147,794 | 84.36% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 298,228 | 12,430 | 0.28% | 0.31% | 15 | +32,496 | 12.23% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 295,031 | 12,296 | 0.02% | 0.03% | 16 | +16,405 | 5.89% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 750,844 | 12,171 | 0.19% | 0.0% | 17 | +412,444 | 121.88% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 289,517 | 12,067 | 0.0% | 0.0% | 18 | +215,397 | 290.61% | Q1 2026 | May 05, 2026 |
| Div Capital Phoenix Assets Ltd | History | New | 267,501 | 11,149 | 2.57% | — | 19 | +267,501 | New | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 263,544 | 10,984 | 0.0% | 0.0% | 20 | +8,358 | 3.28% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 263,009 | 10,962 | 0.3% | 0.34% | 21 | +12,467 | 4.98% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 227,130 | 9,466 | 0.02% | — | 22 | +227,130 | New | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 217,000 | 9,044 | 0.29% | 0.34% | 23 | +40,000 | 22.6% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 189,806 | 7,911 | 0.01% | 0.01% | 24 | +20,325 | 11.99% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 186,831 | 7,847 | 0.01% | 0.01% | 25 | -7,537 | -3.88% | Q1 2026 | May 15, 2026 |
| Ridgepath Capital Management LLC | History | Added to | 175,735 | 7,324 | 3.64% | 2.16% | 26 | +130,136 | 285.39% | Q1 2026 | May 07, 2026 |
| RD Finance Ltd | History | New | 151,750 | 6,325 | 7.18% | — | 27 | +151,750 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 151,022 | 6,294 | 0.0% | 0.01% | 28 | -3,237 | -2.1% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | New | 144,144 | 6,007 | 0.14% | — | 29 | +144,144 | New | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 132,593 | 5,745 | 0.01% | 0.01% | 30 | -2,716 | -2.01% | Q1 2026 | Apr 08, 2026 |
| Q3 Asset Management | History | Reduced | 135,848 | 5,662 | 1.37% | 2.83% | 31 | -98,565 | -42.05% | Q1 2026 | Apr 28, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 131,363 | 5,475 | 0.02% | 0.03% | 32 | -17,317 | -11.65% | Q1 2026 | May 15, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 123,638 | 5,153 | 0.81% | 1.08% | 33 | -16,324 | -11.66% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 122,144 | 5,090 | 0.08% | 0.05% | 34 | +61,419 | 101.14% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 115,397 | 4,809 | 0.12% | 0.04% | 35 | +80,317 | 228.95% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 111,800 | 4,659 | 0.03% | 0.02% | 36 | +17,000 | 17.93% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | Reduced | 111,036 | 4,628 | 1.36% | 2.06% | 37 | -2,434 | -2.15% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 121,531 | 4,604 | 0.0% | 0.0% | 38 | +100,123 | 467.69% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | No change | 110,000 | 4,584 | 0.09% | 0.11% | 39 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Lido Advisors, LLC | History | Added to | 104,959 | 4,374 | 0.01% | 0.01% | 40 | +77,506 | 282.32% | Q1 2026 | May 13, 2026 |
| Variant Private Wealth, LLC | History | New | 98,851 | 4,120 | 4.99% | — | 41 | +98,851 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 92,831 | 3,869 | 0.45% | 0.29% | 42 | +52,485 | 130.09% | Q1 2026 | May 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 79,641 | 3,319 | 0.35% | 0.51% | 43 | +27,579 | 52.97% | Q1 2026 | Apr 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 78,862 | 3,286 | 0.07% | 0.09% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 78,625 | 3,277 | 0.03% | 0.06% | 45 | -89,444 | -53.22% | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 76,572 | 3,191 | 0.35% | 0.6% | 46 | -28,779 | -27.32% | Q1 2026 | Apr 16, 2026 |
| Demars Financial Group, LLC | History | Added to | 76,110 | 3,172 | 1.04% | 1.3% | 47 | +2,540 | 3.45% | Q1 2026 | Apr 29, 2026 |
| Finward Bancorp | History | No change | 71,744 | 2,990 | 2.39% | 2.94% | 48 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SteelPeak Wealth, LLC | History | No change | 71,575 | 2,983 | 0.09% | 0.12% | 49 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 71,099 | 2,963 | 0.0% | 0.0% | 50 | -7,881 | -9.98% | Q1 2026 | May 15, 2026 |
| BXM Wealth LLC | History | Reduced | 69,338 | 2,890 | 2.22% | 2.82% | 51 | -47,875 | -40.84% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 67,946 | 2,831 | 0.04% | 0.06% | 52 | -7,554 | -10.01% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 66,899 | 2,788 | 0.04% | 0.0% | 53 | +66,521 | 17598.15% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | New | 65,402 | 2,725 | 0.66% | — | 54 | +65,402 | New | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Reduced | 62,011 | 2,584 | 0.0% | 0.01% | 55 | -98,133 | -61.28% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 61,663 | 2,570 | 0.05% | 0.03% | 56 | +29,983 | 94.64% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 60,249 | 2,511 | 0.0% | 0.01% | 57 | -173,148 | -74.19% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | New | 59,213 | 2,467 | 0.28% | — | 58 | +59,213 | New | Q1 2026 | May 13, 2026 |
| Dedeker Financial LLC | History | Added to | 57,321 | 2,389 | 2.08% | 2.03% | 59 | +14,199 | 32.93% | Q1 2026 | Apr 15, 2026 |
| October Effect Ltd | History | Reduced | 54,523 | 2,272 | 2.62% | 3.57% | 60 | -6,970 | -11.33% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | Reduced | 52,864 | 2,203 | 0.07% | 0.1% | 61 | -3,641 | -6.44% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 52,630 | 2,193 | 0.04% | 0.05% | 62 | -2,227 | -4.06% | Q1 2026 | Apr 27, 2026 |
| Optiver Holding B.V. | History | Reduced | 52,284 | 2,179 | 0.0% | 0.0% | 63 | -132,817 | -71.75% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 51,195 | 2,133 | 0.05% | 0.06% | 64 | +1,377 | 2.76% | Q1 2026 | May 15, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 47,921 | 1,997 | 0.81% | 1.13% | 65 | -5,702 | -10.63% | Q1 2026 | May 08, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 37,859 | 1,995 | 0.66% | 0.66% | 66 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 45,584 | 1,899 | 0.91% | 1.05% | 67 | -172 | -0.38% | Q1 2026 | Apr 28, 2026 |
| DeDora Capital, Inc. | History | Reduced | 45,064 | 1,878 | 0.46% | 0.57% | 68 | -807 | -1.76% | Q1 2026 | Apr 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 44,211 | 1,842 | 0.02% | 0.03% | 69 | +378 | 0.86% | Q1 2026 | Apr 21, 2026 |
| Vontobel Holding Ltd. | History | Added to | 42,367 | 1,765 | 0.01% | 0.0% | 70 | +26,397 | 165.29% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 41,530 | 1,730 | 0.0% | 0.0% | 71 | +37,047 | 826.39% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 40,910 | 1,705 | 0.0% | — | 72 | +40,910 | New | Q1 2026 | May 15, 2026 |
| ATX Financial Planning, LLC | History | Added to | 39,050 | 1,627 | 1.24% | 1.59% | 73 | +1 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 37,480 | 1,562 | 0.49% | 0.52% | 74 | +7,259 | 24.02% | Q1 2026 | May 13, 2026 |
| Belvedere Trading LLC | History | New | 36,060 | 1,502 | 0.0% | — | 75 | +36,060 | New | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 35,819 | 1,492 | 0.06% | 0.08% | 76 | -4,775 | -11.76% | Q1 2026 | Apr 20, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 35,740 | 1,489 | 0.31% | 0.36% | 77 | +1,900 | 5.61% | Q1 2026 | Apr 24, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 35,633 | 1,485 | 0.07% | 0.19% | 78 | -40,939 | -53.46% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 35,140 | 1,465 | 0.0% | 0.0% | 79 | -17,520 | -33.27% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,068 | 1,419 | 0.0% | 0.0% | 80 | -14,159 | -29.36% | Q1 2026 | Apr 27, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 33,985 | 1,416 | 0.05% | 0.12% | 81 | -48,931 | -59.01% | Q1 2026 | May 18, 2026 |
| XTX Topco Ltd | History | Added to | 33,980 | 1,416 | 0.02% | 0.04% | 82 | +5,900 | 21.01% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 33,777 | 1,407 | 0.13% | 0.5% | 83 | -47,321 | -58.35% | Q1 2026 | May 12, 2026 |
| Canal Capital Management, LLC | History | Reduced | 33,318 | 1,388 | 0.19% | 0.27% | 84 | -2,724 | -7.56% | Q1 2026 | Apr 27, 2026 |
| Rathbones Group PLC | History | No change | 31,966 | 1,332 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 31,708 | 1,321 | 1.13% | 1.95% | 86 | -10,960 | -25.69% | Q1 2026 | Apr 13, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 31,226 | 1,301 | 0.8% | 0.97% | 87 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SPROTT INC. | History | No change | 30,800 | 1,283 | 0.04% | 0.05% | 88 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sage Capital Management, LLC | History | Added to | 29,080 | 1,212 | 0.57% | 0.71% | 89 | +37 | 0.13% | Q1 2026 | Apr 15, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 18,721 | 1,172 | 0.49% | 0.44% | 90 | -784 | -4.02% | Q1 2026 | May 08, 2026 |
| PMV Capital Advisers, LLC | History | Reduced | 28,036 | 1,168 | 1.97% | 2.89% | 91 | -2,102 | -6.97% | Q1 2026 | Apr 16, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 28,000 | 1,167 | 0.25% | 0.45% | 92 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 26,147 | 1,089 | 0.46% | 0.82% | 93 | -15,834 | -37.72% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | No change | 26,080 | 1,087 | 0.04% | 0.05% | 94 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BESSEMER GROUP INC | History | Reduced | 26,000 | 1,084 | 0.0% | 0.0% | 95 | -8,000 | -23.53% | Q1 2026 | May 06, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 25,935 | 1,080 | 0.33% | 0.37% | 96 | +2,243 | 9.47% | Q1 2026 | May 12, 2026 |
| Intrua Financial, LLC | History | Added to | 25,532 | 1,064 | 0.11% | 0.12% | 97 | +3,973 | 18.43% | Q1 2026 | Apr 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 25,334 | 1,055 | 0.01% | 0.01% | 98 | +11,950 | 89.29% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 25,226 | 1,051 | 0.0% | 0.0% | 99 | +820 | 3.36% | Q1 2026 | May 15, 2026 |
| FWG Holdings, LLC | History | Added to | 23,200 | 1,023 | 0.39% | 0.26% | 100 | +18,113 | 356.06% | Q1 2026 | Apr 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 24,426 | 1,018 | 0.02% | 0.11% | 101 | -53,594 | -68.69% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 24,239 | 1,010 | 0.0% | 0.0% | 102 | +156 | 0.65% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 24,137 | 1,006 | 0.01% | 0.02% | 103 | +15 | 0.06% | Q1 2026 | May 01, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 23,728 | 988 | 0.89% | 0.68% | 104 | +11,864 | 100.0% | Q1 2026 | Apr 23, 2026 |
| Private Capital Management, LLC | History | Reduced | 23,000 | 958 | 0.1% | 0.25% | 105 | -28,000 | -54.9% | Q1 2026 | May 15, 2026 |
| Richmond Brothers, Inc. | History | Added to | 22,175 | 924 | 0.62% | 0.7% | 106 | +1,223 | 5.84% | Q1 2026 | May 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 21,528 | 897 | 0.03% | 0.01% | 107 | +17,237 | 401.7% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,210 | 884 | 0.0% | 0.0% | 108 | +2,400 | 12.76% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 20,984 | 874 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 20,812 | 867 | 0.05% | 0.06% | 110 | -6,775 | -24.56% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | Added to | 20,610 | 859 | 0.0% | 0.0% | 111 | +16,510 | 402.68% | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 20,610 | 859 | 0.03% | 0.04% | 112 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NorthCoast Asset Management LLC | History | No change | 20,488 | 853 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 20,333 | 847 | 0.0% | 0.0% | 114 | -839 | -3.96% | Q1 2026 | May 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 20,250 | 844 | 0.1% | 0.12% | 115 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FIRST MERCHANTS CORP | History | No change | 20,000 | 833 | 0.03% | 0.04% | 116 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 19,678 | 820 | 0.04% | 0.07% | 117 | -6,476 | -24.76% | Q1 2026 | Apr 28, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 19,604 | 817 | 0.08% | 0.03% | 118 | +13,168 | 204.6% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 19,270 | 803 | 0.0% | 0.01% | 119 | -83,880 | -81.32% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Reduced | 18,969 | 790 | 0.01% | 0.05% | 120 | -39,532 | -67.57% | Q1 2026 | May 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 18,940 | 789 | 0.18% | 0.23% | 121 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 18,568 | 773 | 0.21% | 0.34% | 122 | +3,405 | 22.46% | Q1 2026 | Apr 08, 2026 |
| 25 LLC | History | Added to | 18,543 | 772 | 0.24% | 0.31% | 123 | +33 | 0.18% | Q1 2026 | Apr 20, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 18,499 | 771 | 0.07% | 0.1% | 124 | +68 | 0.37% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 17,524 | 730 | 0.01% | 0.01% | 125 | -5,151 | -22.72% | Q1 2026 | May 08, 2026 |
| Wealth Architects, LLC | History | Reduced | 17,463 | 727 | 0.06% | 0.09% | 126 | -600 | -3.32% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 17,394 | 724 | 0.01% | 0.01% | 127 | -3,409 | -16.39% | Q1 2026 | May 01, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 17,259 | 719 | 0.04% | 0.02% | 128 | +10,087 | 140.64% | Q1 2026 | Apr 27, 2026 |
| Tactive Advisors, LLC | History | Added to | 17,125 | 713 | 0.2% | 0.11% | 129 | +9,825 | 134.59% | Q1 2026 | Apr 16, 2026 |
| Segment Wealth Management, LLC | History | No change | 16,522 | 688 | 0.04% | 0.05% | 130 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ascentis Independent Advisors | History | Added to | 16,271 | 678 | 0.05% | 0.07% | 131 | +8,168 | 100.8% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 10,526 | 651 | 0.01% | — | 132 | +10,526 | New | Q1 2026 | May 01, 2026 |
| CPR Investments Inc. | History | Reduced | 15,318 | 638 | 0.43% | 0.99% | 133 | -12,718 | -45.36% | Q1 2026 | Apr 16, 2026 |
| Walleye Trading LLC | History | Reduced | 15,200 | 633 | 0.0% | 0.0% | 134 | -7,900 | -34.2% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 15,106 | 629 | 0.01% | 0.0% | 135 | +12,864 | 573.77% | Q1 2026 | Apr 07, 2026 |
| Erickson Financial Group, LLC | History | Added to | 15,068 | 628 | 0.39% | 0.48% | 136 | +228 | 1.54% | Q1 2026 | Apr 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 14,248 | 593 | 0.08% | 0.11% | 137 | -399 | -2.72% | Q1 2026 | Apr 24, 2026 |
| Moors & Cabot, Inc. | History | No change | 14,200 | 591 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 14,027 | 584 | 0.06% | — | 140 | +14,027 | New | Q1 2026 | Apr 15, 2026 |
| Core Wealth Partners LLC | History | Added to | 16,188 | 584 | 0.27% | 0.33% | 139 | +2,172 | 15.5% | Q1 2026 | May 08, 2026 |
| Viewpoint Capital Management LLC | History | Reduced | 13,700 | 571 | 0.27% | 0.32% | 141 | -500 | -3.52% | Q1 2026 | Apr 17, 2026 |
| Daviman Financial, LLC | History | Added to | 13,592 | 566 | 0.33% | 0.41% | 142 | +179 | 1.33% | Q1 2026 | Apr 23, 2026 |
| M&T BANK CORP | History | Reduced | 13,554 | 564 | 0.0% | 0.0% | 143 | -100 | -0.73% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 13,413 | 559 | 0.01% | 0.02% | 144 | -11,320 | -45.77% | Q1 2026 | May 07, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 13,239 | 551 | 0.59% | — | 145 | +13,239 | New | Q1 2026 | Apr 20, 2026 |
| AlTi Global, Inc. | History | No change | 13,082 | 545 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 12,907 | 537 | 0.06% | 0.07% | 147 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 12,835 | 534 | 0.01% | 0.01% | 148 | -3,254 | -20.22% | Q1 2026 | May 13, 2026 |
| Global Assets Advisory, LLC | History | Added to | 14,396 | 530 | 0.15% | 0.22% | 149 | +1,069 | 8.02% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 12,710 | 529 | 0.0% | 0.0% | 150 | +860 | 7.26% | Q1 2026 | May 15, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 12,572 | 524 | 0.22% | 0.28% | 151 | -736 | -5.53% | Q1 2026 | Apr 08, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 12,479 | 520 | 0.1% | 0.13% | 152 | -132 | -1.05% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,446 | 518 | 0.0% | 0.0% | 153 | +3,341 | 36.69% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 12,452 | 518 | 0.04% | 0.05% | 154 | +54 | 0.44% | Q1 2026 | May 05, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 12,048 | 502 | 0.01% | — | 155 | +12,048 | New | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 11,825 | 493 | 0.0% | 0.0% | 156 | +5,187 | 78.14% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | New | 12,350 | 487 | 0.0% | — | 157 | +12,350 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,281 | 470 | 0.0% | 0.0% | 158 | +1,398 | 14.15% | Q1 2026 | May 07, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 12,206 | 462 | 0.03% | 0.04% | 159 | -1,440 | -10.55% | Q1 2026 | May 14, 2026 |
| Vines Capital Management, LLC | History | Added to | 10,858 | 452 | 0.45% | 0.55% | 160 | +100 | 0.93% | Q1 2026 | May 12, 2026 |
| SLT Holdings LLC | History | New | 10,750 | 448 | 0.3% | — | 161 | +10,750 | New | Q1 2026 | Apr 21, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 10,556 | 439 | 0.07% | 0.13% | 162 | -4,000 | -27.48% | Q1 2026 | Apr 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 10,508 | 437 | 0.03% | 0.02% | 163 | +5,000 | 90.78% | Q1 2026 | May 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 10,396 | 433 | 0.0% | 0.0% | 164 | -15,750 | -60.24% | Q1 2026 | May 14, 2026 |
| Significant Wealth Partners LLC | History | Added to | 10,350 | 431 | 0.53% | 0.6% | 165 | +82 | 0.8% | Q1 2026 | Apr 08, 2026 |
| Innova Wealth Partners | History | Added to | 10,126 | 422 | 0.2% | 0.25% | 166 | +648 | 6.84% | Q1 2026 | Apr 24, 2026 |
| Lauer Wealth, LLC | History | Reduced | 8,569 | 411 | 0.33% | 0.65% | 167 | -7,571 | -46.91% | Q1 2026 | Apr 13, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 7,708 | 406 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Castleview Partners, LLC | History | Reduced | 9,675 | 403 | 0.21% | 0.31% | 169 | -2,188 | -18.44% | Q1 2026 | May 01, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 9,488 | 395 | 0.04% | 0.05% | 170 | +125 | 1.34% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 9,426 | 392 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Balefire, LLC | History | Reduced | 9,342 | 389 | 0.07% | 0.11% | 172 | -1,672 | -15.18% | Q1 2026 | May 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 9,190 | 383 | 0.05% | 0.05% | 173 | +1,208 | 15.13% | Q1 2026 | Apr 23, 2026 |
| Avior Wealth Management, LLC | History | Added to | 9,149 | 381 | 0.01% | 0.01% | 174 | +19 | 0.21% | Q1 2026 | Apr 09, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 9,116 | 379 | 0.4% | 0.53% | 175 | -262 | -2.79% | Q1 2026 | May 07, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 8,720 | 363 | 0.05% | 0.13% | 177 | -8,037 | -47.96% | Q1 2026 | Apr 21, 2026 |
| Bouchey Financial Group Ltd | History | No change | 7,424 | 363 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 8,705 | 362 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,571 | 357 | 0.0% | 0.0% | 179 | +765 | 9.8% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 8,529 | 355 | 0.02% | 0.03% | 180 | +2 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | New | 8,461 | 352 | 0.0% | — | 181 | +8,461 | New | Q1 2026 | May 05, 2026 |
| Brooklyn Investment Group | History | New | 8,459 | 352 | 0.01% | — | 182 | +8,459 | New | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 5,680 | 351 | 0.05% | 0.01% | 183 | -2,353 | -29.29% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 8,392 | 350 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 8,350 | 348 | 0.3% | 0.74% | 185 | -8,890 | -51.57% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,956 | 343 | 0.0% | 0.0% | 187 | +2,610 | 48.82% | Q1 2026 | Apr 07, 2026 |
| Virtue Capital Management, LLC | History | Added to | 12,446 | 343 | 0.05% | 0.05% | 186 | +1,500 | 13.7% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,186 | 341 | 0.0% | 0.0% | 188 | -1,158 | -12.39% | Q1 2026 | May 14, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 8,107 | 337 | 0.26% | 0.31% | 189 | -11 | -0.14% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 8,042 | 335 | 0.01% | 0.0% | 191 | +6,654 | 479.39% | Q1 2026 | Apr 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,050 | 335 | 0.0% | 0.0% | 190 | -3,921 | -32.75% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 8,025 | 334 | 0.0% | 0.0% | 192 | -40 | -0.5% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 8,025 | 334 | 0.02% | 0.03% | 193 | -40 | -0.5% | Q1 2026 | May 15, 2026 |
| FSM Wealth Advisors, LLC | History | New | 8,002 | 333 | 0.04% | — | 194 | +8,002 | New | Q1 2026 | Apr 27, 2026 |
| Family Capital Management, Inc. | History | Reduced | 7,978 | 332 | 0.15% | 0.2% | 195 | -361 | -4.33% | Q1 2026 | Apr 22, 2026 |
| Ignite Planners, LLC | History | Added to | 7,955 | 331 | 0.05% | 0.07% | 196 | +15 | 0.19% | Q1 2026 | Apr 17, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 7,800 | 325 | 0.06% | 0.07% | 197 | +550 | 7.59% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | New | 7,689 | 320 | 0.0% | — | 200 | +7,689 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,698 | 320 | 0.0% | 0.0% | 198 | -1,231 | -13.79% | Q1 2026 | Apr 30, 2026 |
| NRI Wealth Management LC | History | No change | 6,082 | 320 | 0.16% | 0.16% | 199 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 7,635 | 318 | 0.0% | 0.01% | 202 | -3,289 | -30.11% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 7,640 | 318 | 0.0% | 0.01% | 201 | -500 | -6.14% | Q1 2026 | May 15, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 7,624 | 317 | 0.09% | 0.12% | 203 | -961 | -11.19% | Q1 2026 | May 14, 2026 |
| Purus Wealth Management, LLC | History | Added to | 7,583 | 316 | 0.1% | 0.12% | 204 | +10 | 0.13% | Q1 2026 | Apr 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 7,302 | 304 | 0.08% | 0.4% | 205 | -20,000 | -73.25% | Q1 2026 | May 06, 2026 |
| Ironwood Financial, llc | History | Added to | 7,168 | 298 | 0.05% | 0.06% | 206 | +464 | 6.92% | Q1 2026 | Apr 16, 2026 |
| Socha Financial Group, LLC | History | Reduced | 7,007 | 292 | 0.15% | 0.18% | 207 | -36 | -0.51% | Q1 2026 | Apr 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 7,002 | 291 | 0.01% | — | 208 | +7,002 | New | Q1 2026 | May 14, 2026 |
| Prosperitas Financial LLC | History | New | 6,944 | 289 | 0.11% | — | 210 | +6,944 | New | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,937 | 289 | 0.01% | 0.01% | 209 | +63 | 0.92% | Q1 2026 | May 14, 2026 |
| Westmount Partners, LLC | History | Reduced | 6,867 | 286 | 0.07% | 0.09% | 211 | -354 | -4.9% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | New | 6,756 | 281 | 0.0% | — | 213 | +6,756 | New | Q1 2026 | May 12, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 6,765 | 281 | 0.03% | 0.05% | 212 | -2,359 | -25.85% | Q1 2026 | Apr 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 6,668 | 277 | 0.01% | — | 214 | +6,668 | New | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,543 | 272 | 0.05% | 0.06% | 215 | +539 | 8.98% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | New | 6,505 | 271 | 0.01% | — | 216 | +6,505 | New | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 6,485 | 270 | 0.01% | 0.01% | 217 | -2,977 | -31.46% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,299 | 262 | 0.0% | 0.0% | 218 | -129 | -2.01% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 6,280 | 261 | 0.0% | 0.01% | 220 | -13,188 | -67.74% | Q1 2026 | May 14, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 6,264 | 261 | 0.41% | 0.54% | 219 | +35 | 0.56% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,163 | 256 | 0.0% | 0.0% | 221 | -1,180 | -16.07% | Q1 2026 | Apr 15, 2026 |
| Alternative Investment Advisors, LLC. | History | Reduced | 6,149 | 256 | 0.11% | 0.14% | 222 | -128 | -2.04% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | New | 6,124 | 255 | 0.01% | — | 223 | +6,124 | New | Q1 2026 | Apr 30, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 6,047 | 252 | 0.07% | 0.08% | 224 | +11 | 0.18% | Q1 2026 | May 01, 2026 |
| KWMG, LLC | History | Reduced | 5,924 | 246 | 0.02% | 0.03% | 225 | -600 | -9.2% | Q1 2026 | Apr 09, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 5,743 | 239 | 0.23% | — | 226 | +5,743 | New | Q1 2026 | May 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 5,698 | 237 | 0.01% | 0.02% | 227 | -6,491 | -53.25% | Q1 2026 | May 06, 2026 |
| River Wealth Advisors LLC | History | No change | 5,650 | 235 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AKUNA SECURITIES LLC | History | Reduced | 5,614 | 233 | 0.0% | 0.0% | 229 | -11,236 | -66.68% | Q1 2026 | May 06, 2026 |
| 360 Financial, Inc. | History | No change | 5,562 | 231 | 0.07% | 0.09% | 230 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,492 | 228 | 0.0% | 0.0% | 231 | -5,258 | -48.91% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, LLC | History | Added to | 5,364 | 223 | 0.04% | 0.04% | 232 | +305 | 6.03% | Q1 2026 | May 11, 2026 |
| Financial Insights, Inc. | History | Added to | 5,333 | 222 | 0.07% | 0.09% | 233 | +195 | 3.8% | Q1 2026 | May 18, 2026 |
| Verde Capital Management | History | Added to | 5,276 | 219 | 0.05% | 0.06% | 234 | +1 | 0.02% | Q1 2026 | Apr 17, 2026 |
| CRA Financial Services, LLC | History | Added to | 5,234 | 218 | 0.03% | 0.03% | 235 | +700 | 15.44% | Q1 2026 | Apr 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,181 | 215 | 0.0% | 0.01% | 236 | +101 | 1.99% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 5,126 | 213 | 0.12% | 0.08% | 238 | +2,576 | 101.02% | Q1 2026 | Apr 20, 2026 |
| NDVR, Inc. | History | No change | 4,044 | 213 | 0.18% | 0.18% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,082 | 211 | 0.0% | 0.0% | 239 | -4,203 | -45.27% | Q1 2026 | May 08, 2026 |
| James J. Burns & Company, LLC | History | No change | 5,006 | 208 | 0.03% | 0.04% | 240 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Townsend & Associates, Inc | History | New | 3,356 | 202 | 0.02% | — | 241 | +3,356 | New | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | Added to | 3,818 | 159 | 0.01% | 0.02% | 242 | +150 | 4.09% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 3,998 | 155 | 0.0% | — | 244 | +3,998 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,724 | 155 | 0.0% | 0.0% | 243 | +936 | 33.57% | Q1 2026 | May 01, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 154,444 | 154 | 0.07% | 0.08% | 245 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MATHER GROUP, LLC. | History | New | 3,694 | 153 | 0.0% | — | 246 | +3,694 | New | Q1 2026 | Apr 13, 2026 |
| BlackRock, Inc. | History | No change | 3,540 | 147 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 3,464 | 144 | 0.01% | 0.02% | 248 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,226 | 139 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Reduced | 3,065 | 127 | 0.0% | 0.05% | 250 | -25,592 | -89.3% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | New | 2,883 | 120 | 0.0% | — | 251 | +2,883 | New | Q1 2026 | May 14, 2026 |
| MRP Capital Investments, LLC | History | New | 2,705 | 112 | 0.1% | — | 252 | +2,705 | New | Q1 2026 | May 14, 2026 |
| 1248 Management, LLC | History | Reduced | 2,600 | 108 | 0.05% | 0.21% | 253 | -4,700 | -64.38% | Q1 2026 | May 15, 2026 |
| PayPay Securities Corp | History | Added to | 1,859 | 104 | 3.6% | 2.05% | 254 | +530 | 39.88% | Q1 2026 | Apr 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,273 | 94 | 0.04% | 0.04% | 255 | +208 | 10.07% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | Reduced | 2,247 | 93 | 0.0% | 0.0% | 256 | -86 | -3.69% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,149 | 89 | 0.0% | 0.0% | 257 | -142 | -6.2% | Q1 2026 | May 13, 2026 |
| Wellington Grp LLC | History | Added to | 2,108 | 87 | 0.03% | 0.03% | 258 | +137 | 6.95% | Q1 2026 | May 22, 2026 |
| CWM, LLC | History | Reduced | 2,037 | 84 | 0.0% | 0.0% | 259 | -19,290 | -90.45% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,004 | 83 | 0.0% | 0.01% | 260 | -758 | -27.44% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 1,941 | 81 | 0.06% | 0.05% | 261 | -59 | -2.95% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,827 | 76 | 0.0% | 0.0% | 262 | +903 | 97.73% | Q1 2026 | May 07, 2026 |
| My Portfolio Guide, LLC | History | New | 1,704 | 71 | 0.04% | — | 263 | +1,704 | New | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,159 | 61 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strive Financial Group ,LLC | History | New | 1,419 | 59 | 0.03% | — | 265 | +1,419 | New | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,112 | 58 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | Added to | 21,455 | 55 | 0.0% | 0.0% | 267 | +6,135 | 40.05% | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 1,202 | 50 | 0.0% | 0.0% | 268 | +350 | 41.08% | Q1 2026 | Apr 17, 2026 |
| Princeton Global Asset Management LLC | History | New | 1,192 | 49 | 0.01% | — | 269 | +1,192 | New | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | No change | 1,167 | 48 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,105 | 46 | 0.02% | 0.03% | 271 | +2 | 0.18% | Q1 2026 | Apr 21, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 1,064 | 44 | 0.01% | 0.02% | 272 | +2 | 0.19% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,028 | 42 | 0.0% | 0.0% | 273 | -69 | -6.29% | Q1 2026 | May 12, 2026 |
| Silicon Valley Capital Partners | History | Added to | 1,017 | 42 | 0.0% | 0.0% | 274 | +1 | 0.1% | Q1 2026 | May 19, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,000 | 41 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 700 | 29 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 702 | 29 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,602 | 25 | 0.0% | — | 281 | +10,602 | New | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 600 | 25 | 0.0% | 0.0% | 278 | -3,720 | -86.11% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 600 | 25 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WFA of San Diego, LLC | History | No change | 600 | 25 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 580 | 24 | 0.0% | — | 282 | +580 | New | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 560 | 23 | 0.0% | 0.0% | 283 | -866 | -60.73% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 532 | 22 | 0.0% | 0.0% | 284 | -52 | -8.9% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | New | 451 | 18 | 0.0% | — | 286 | +451 | New | Q1 2026 | May 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 440 | 18 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 415 | 17 | 0.01% | 0.02% | 288 | -416 | -50.06% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 418 | 17 | 0.0% | 0.0% | 287 | -82 | -16.4% | Q1 2026 | May 15, 2026 |
| Fairman Group, LLC | History | New | 403 | 16 | 0.01% | — | 290 | +403 | New | Q1 2026 | Apr 23, 2026 |
| GODSEY & GIBB, INC | History | No change | 400 | 16 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 376 | 15 | 0.0% | — | 293 | +376 | New | Q1 2026 | Apr 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 301 | 15 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Longview Financial Advisors LLC | History | No change | 376 | 15 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 310 | 12 | 0.0% | 0.0% | 295 | +1 | 0.32% | Q1 2026 | Apr 06, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 300 | 12 | 0.03% | 0.04% | 294 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 238 | 10 | 0.0% | — | 297 | +238 | New | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | No change | 240 | 10 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Morse Asset Management, Inc | History | Added to | 222 | 9 | 0.0% | 0.0% | 298 | +124 | 126.53% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 172 | 9 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Shengqi Capital (Hong Kong) Ltd | History | New | 200 | 8 | 0.01% | — | 301 | +200 | New | Q1 2026 | May 08, 2026 |