Global X Funds - URA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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.
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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 Reduced 9,177,110 444,447 0.05% 0.06% 1 -2,700,639 -22.74% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 6,432,719 311,536 0.02% 0.02% 2 +947,320 17.27% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 3,201,393 155,043 0.01% 0.01% 3 -349,369 -9.84% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 2,806,621 135,924 0.02% 0.02% 4 -173,485 -5.82% Q1 2026 May 12, 2026
JPMORGAN CHASE & CO History Added to 2,976,713 134,815 0.01% 0.01% 5 +545,778 22.45% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Added to 2,150,664 104,156 0.02% 0.02% 6 +172,184 8.7% Q1 2026 May 11, 2026
Phoenix Financial Ltd. History Reduced 2,040,450 98,818 0.94% 0.98% 7 -2,554 -0.13% Q1 2026 May 11, 2026
CITADEL ADVISORS LLC History Reduced 1,993,842 96,561 0.02% 0.01% 8 -66,474 -3.23% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 1,921,828 93,074 0.02% 0.02% 9 +223,738 13.18% Q1 2026 May 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 2,009,348 91,003 0.12% 0.1% 10 +402,250 25.03% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Added to 1,751,918 84,845 0.16% 0.04% 11 +1,215,634 226.68% Q1 2026 May 13, 2026
Clal Insurance Enterprises Holdings Ltd History No change 1,264,000 61,216 0.37% 0.37% 12 0 0.0% Q1 2026 May 12, 2026
UBS Group AG History Reduced 1,013,123 49,065 0.01% 0.01% 13 -1,004,136 -49.78% Q1 2026 May 05, 2026
ROYAL BANK OF CANADA History Added to 961,461 46,564 0.01% 0.01% 14 +34,912 3.77% Q1 2026 May 15, 2026
Parallax Volatility Advisers, L.P. History Added to 672,010 36,113 0.09% 0.04% 15 +162,109 31.79% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 733,111 35,481 0.01% 0.0% 16 +219,304 42.68% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 627,406 30,385 0.01% 0.02% 17 -284,541 -31.2% Q1 2026 May 11, 2026
GenTrust, LLC History Added to 625,201 30,278 1.3% 1.2% 18 +2,613 0.42% Q1 2026 Apr 27, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 612,434 29,660 0.04% 0.03% 19 +45,434 8.01% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 528,709 25,605 0.0% 0.0% 20 +112,751 27.11% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 479,048 23,200 0.01% 0.01% 21 +108,887 29.42% Q1 2026 May 07, 2026
SIMPLEX TRADING, LLC History New 470,104 22,767 0.02% 22 +470,104 New Q1 2026 May 14, 2026
Heartwood Wealth Advisors LLC History Reduced 438,061 21,215 1.85% 2.49% 23 -194,792 -30.78% Q1 2026 Apr 07, 2026
Cetera Investment Advisers History Reduced 429,891 20,819 0.02% 0.02% 24 -4,745 -1.09% Q1 2026 May 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 416,159 20,154 0.01% 0.0% 25 +66,231 18.93% Q1 2026 May 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 399,007 19,323 0.01% 0.01% 26 +110,532 38.32% Q1 2026 May 12, 2026
TD Waterhouse Canada Inc. History Reduced 371,733 18,305 0.05% 0.11% 27 -30,766 -7.64% Q1 2026 May 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 353,760 17,132 0.01% 0.04% 28 +41,180 13.17% Q1 2026 May 04, 2026
Parkway Wealth Management Group, LLC History Reduced 335,423 17,083 2.16% 2.68% 29 -132,613 -28.33% Q1 2026 Apr 20, 2026
Walleye Trading LLC History Added to 352,513 17,072 0.03% 0.02% 30 +35,213 11.1% Q1 2026 May 08, 2026
SCOPUS ASSET MANAGEMENT, L.P. History Added to 350,000 16,950 0.29% 0.17% 31 +100,000 40.0% Q1 2026 May 15, 2026
Bridgewater Associates, LP History Reduced 344,552 16,686 0.07% 0.06% 32 -70,294 -16.94% Q1 2026 May 15, 2026
FORTEM FINANCIAL GROUP, LLC History Reduced 301,066 14,580 3.66% 4.45% 33 -88,104 -22.64% Q1 2026 Apr 16, 2026
Cyndeo Wealth Partners, LLC History Reduced 289,364 14,013 0.74% 0.95% 34 -123,796 -29.96% Q1 2026 Apr 13, 2026
SPINNAKER TRUST History Added to 284,627 13,784 0.76% 0.64% 35 +3,623 1.29% Q1 2026 Apr 23, 2026
Avid Wealth Partners LLC History Added to 283,691 13,739 6.49% 5.88% 36 +1,990 0.71% Q1 2026 Apr 30, 2026
Global X Japan Co., Ltd. History New 281,839 13,649 0.7% 37 +281,839 New Q1 2026 Apr 13, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 249,320 12,074 0.57% 0.52% 38 -3,363 -1.33% Q1 2026 May 15, 2026
BW Gestao de Investimentos Ltda. History Reduced 248,800 12,049 0.4% 0.26% 39 -19,300 -7.2% Q1 2026 Apr 28, 2026
Melqart Asset Management (UK) Ltd History New 246,307 11,928 1.18% 40 +246,307 New Q1 2026 May 12, 2026
Schonfeld Strategic Advisors LLC History New 244,200 11,826 0.08% 41 +244,200 New Q1 2026 May 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 243,004 11,768 0.15% 0.05% 42 +157,103 182.89% Q1 2026 May 11, 2026
Caption Management, LLC History Reduced 242,548 11,746 0.07% 0.12% 43 -180,599 -42.68% Q1 2026 May 15, 2026
Mason & Associates Inc History New 242,451 10,980 2.13% 44 +242,451 New Q1 2026 Apr 30, 2026
BARCLAYS PLC History Added to 214,958 10,410 0.0% 0.0% 45 +81,397 60.94% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 209,161 10,129 0.0% 0.0% 46 +24,013 12.97% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 208,943 10,119 0.01% 0.01% 47 +34,671 19.89% Q1 2026 Apr 27, 2026
Rafferty Asset Management, LLC History Reduced 206,580 10,004 0.04% 0.03% 48 -29,361 -12.44% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 206,276 9,989 0.01% 0.0% 49 +135,612 191.91% Q1 2026 May 05, 2026
Cambridge Investment Research Advisors, Inc. History Added to 200,513 9,711 0.03% 0.02% 50 +35,439 21.47% Q1 2026 Apr 30, 2026
Arosa Capital Management LP History Reduced 200,000 9,686 1.47% 1.18% 51 -20,000 -9.09% Q1 2026 May 15, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 198,521 9,614 0.5% 0.46% 52 -4,163 -2.05% Q1 2026 Apr 15, 2026
OSAIC HOLDINGS, INC. History Added to 196,848 9,535 0.01% 0.01% 53 +22,779 13.09% Q1 2026 May 15, 2026
AVALON CAPITAL MANAGEMENT History Added to 191,810 9,289 2.62% 1.89% 54 +6,691 3.61% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Reduced 187,760 9,093 0.01% 0.01% 55 -12,604 -6.29% Q1 2026 May 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 194,484 9,068 0.0% 0.0% 56 +44,738 29.88% Q1 2026 May 15, 2026
DELTEC ASSET MANAGEMENT LLC History No change 185,100 8,964 1.64% 1.31% 57 0 0.0% Q1 2026 Apr 24, 2026
Evelyn Partners Asset Management Ltd History Added to 181,592 8,794 2.17% 1.76% 58 +6,193 3.53% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 178,512 8,645 0.0% 0.0% 59 +23,252 14.98% Q1 2026 May 04, 2026
BANK OF NOVA SCOTIA History New 169,310 8,200 0.01% 60 +169,310 New Q1 2026 May 14, 2026
Parkside Investments, LLC History Reduced 156,312 7,570 0.92% 0.85% 61 -1,040 -0.66% Q1 2026 Apr 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 153,105 7,486 0.02% 0.02% 62 -79,185 -34.09% Q1 2026 Apr 08, 2026
Quadrature Capital Ltd History New 141,786 6,866 0.08% 63 +141,786 New Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 138,804 6,722 0.01% 0.0% 64 +118,361 578.98% Q1 2026 Apr 16, 2026
PEAK6 LLC History Reduced 138,050 6,685 0.02% 0.02% 65 -114,027 -45.23% Q1 2026 May 13, 2026
Madrona Financial Services, LLC History New 128,909 6,243 1.37% 66 +128,909 New Q1 2026 Apr 14, 2026
Baird Financial Group, Inc. History Added to 118,445 5,736 0.01% 0.01% 67 +6,692 5.99% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Added to 115,422 5,589 0.01% 0.0% 68 +83,727 264.16% Q1 2026 May 14, 2026
Walser Wealth Management Company, A Ltd Liability Co History Added to 115,234 5,580 2.51% 0.94% 69 +73,536 176.35% Q1 2026 Apr 28, 2026
EFG International AG History Added to 114,434 5,542 0.12% 0.09% 70 +2,567 2.29% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Added to 113,607 5,501 0.02% 0.01% 71 +10,406 10.08% Q1 2026 May 04, 2026
Modern Wealth Management, LLC History Added to 109,500 5,393 0.09% 0.07% 72 +13,475 14.03% Q1 2026 May 14, 2026
Wealthfront Advisers LLC History Added to 110,624 5,357 0.01% 0.01% 73 +25,332 29.7% Q1 2026 May 05, 2026
Quadrant Private Wealth Management, LLC History Added to 107,887 5,224 0.81% 0.61% 74 +25,076 30.28% Q1 2026 May 06, 2026
Brookwood Investment Group LLC History Added to 104,131 5,043 0.62% 0.5% 75 +7,496 7.76% Q1 2026 May 04, 2026
Asset One Wealth Management LLC History Reduced 92,972 4,996 0.55% 0.68% 76 -815 -0.87% Q1 2026 May 12, 2026
&PARTNERS History Added to 101,127 4,899 0.02% 0.02% 77 +21,415 26.87% Q1 2026 May 15, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 100,233 4,854 1.62% 1.49% 78 -5,519 -5.22% Q1 2026 Apr 14, 2026
Massar Capital Management, LP History No change 97,500 4,721 0.51% 0.45% 79 0 0.0% Q1 2026 May 15, 2026
Riggs Asset Managment Co. Inc. History Reduced 95,230 4,612 0.95% 0.84% 80 -1,711 -1.76% Q1 2026 May 11, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 94,445 4,572 0.12% 0.06% 81 +42,595 82.15% Q1 2026 Apr 28, 2026
D.A. DAVIDSON & CO. History Added to 91,945 4,452 0.03% 0.01% 82 +35,665 63.37% Q1 2026 May 05, 2026
Ethos Financial Group, LLC History Added to 90,274 4,266 0.31% 0.28% 83 +2,806 3.21% Q1 2026 May 05, 2026
CIBC WORLD MARKET INC. History Added to 86,887 4,207 0.01% 0.01% 84 +10,547 13.82% Q1 2026 May 14, 2026
D. E. Shaw & Co., Inc. History New 85,779 4,154 0.0% 85 +85,779 New Q1 2026 May 15, 2026
Trinity Legacy Partners, LLC History Added to 77,767 4,109 0.89% 0.64% 86 +12,347 18.87% Q1 2026 Apr 16, 2026
Windmill Hill Asset Management Ltd History No change 84,163 4,076 1.27% 0.84% 87 0 0.0% Q1 2026 May 06, 2026
Eagle Strategies LLC History Reduced 83,959 4,066 0.49% 0.62% 88 -30,490 -26.64% Q1 2026 Apr 20, 2026
Belvedere Trading LLC History Added to 82,065 3,974 0.0% 0.0% 89 +46,037 127.78% Q1 2026 May 12, 2026
Proficio Capital Partners LLC History Added to 79,203 3,835 0.2% 0.07% 90 +54,725 223.57% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 110,322 3,827 0.01% 0.0% 91 -409,926 -78.79% Q1 2026 May 15, 2026
Vontobel Holding Ltd. History Added to 77,517 3,754 0.01% 0.01% 92 +39,556 104.2% Q1 2026 May 08, 2026
Ariose Capital Management Ltd History New 76,900 3,724 2.5% 93 +76,900 New Q1 2026 Apr 28, 2026
Kingsview Wealth Management, LLC History Reduced 71,881 3,481 0.05% 0.13% 94 -133,181 -64.95% Q1 2026 May 12, 2026
Private Advisor Group, LLC History Added to 71,645 3,469 0.02% 0.01% 95 +10,717 17.59% Q1 2026 Apr 24, 2026
Summit Place Financial Advisors, LLC History Reduced 71,063 3,441 1.65% 1.5% 96 -1,597 -2.2% Q1 2026 May 01, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 70,000 3,390 0.02% 0.02% 97 -127,700 -64.59% Q1 2026 May 14, 2026
Freemont Management S.A. History No change 70,000 3,390 0.51% 0.52% 98 0 0.0% Q1 2026 May 06, 2026
Federation des caisses Desjardins du Quebec History Added to 67,963 3,291 0.01% 0.01% 99 +14,070 26.11% Q1 2026 May 13, 2026
CREDIT AGRICOLE S A History New 67,840 3,285 0.01% 100 +67,840 New Q1 2026 May 15, 2026
Eaton Financial Holdings Company, LLC History Added to 67,815 3,284 1.08% 0.76% 101 +1,618 2.44% Q1 2026 Apr 15, 2026
Marex Group plc History Reduced 67,439 3,266 0.02% 0.02% 102 -1,105 -1.61% Q1 2026 May 13, 2026
Centennial Bank/AR/ History Reduced 66,480 3,219 1.16% 1.21% 103 -4,700 -6.6% Q1 2026 May 06, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 66,119 3,202 0.7% 0.63% 104 +4,905 8.01% Q1 2026 May 15, 2026
J. Safra Sarasin Holding AG History Reduced 66,084 3,200 0.05% 0.05% 105 -503 -0.76% Q1 2026 May 04, 2026
Qube Research & Technologies Ltd History Added to 65,396 3,167 0.0% 0.0% 106 +38,702 144.98% Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Added to 64,661 3,132 0.01% 0.0% 107 +23,323 56.42% Q1 2026 Apr 22, 2026
DRW Securities, LLC History New 63,492 3,074 0.04% 108 +63,492 New Q1 2026 May 13, 2026
Kestra Advisory Services, LLC History Reduced 63,117 3,056 0.01% 0.01% 109 -2,557 -3.89% Q1 2026 Apr 30, 2026
Cypress Capital Group History Added to 63,091 3,055 0.34% 0.28% 110 +4,886 8.39% Q1 2026 May 15, 2026
Virtu Financial LLC History Reduced 62,103 3,008 0.12% 0.18% 111 -47,430 -43.3% Q1 2026 May 14, 2026
MACQUARIE GROUP LTD History Added to 62,000 3,002 0.02% 0.0% 112 +42,000 210.0% Q1 2026 May 15, 2026
Summit Financial, LLC History Added to 60,604 2,935 0.04% 0.04% 113 +4,423 7.87% Q1 2026 May 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 60,208 2,915 0.05% 0.02% 114 +30,428 102.18% Q1 2026 May 11, 2026
Harbour Wealth Management Group, Inc. History Reduced 59,694 2,891 2.18% 2.5% 115 -15,245 -20.34% Q1 2026 Apr 17, 2026
Geneos Wealth Management Inc. History Reduced 58,336 2,825 0.07% 0.06% 116 -1,824 -3.03% Q1 2026 May 04, 2026
Bank Julius Baer & Co. Ltd, Zurich History New 58,000 2,808 0.01% 117 +58,000 New Q1 2026 May 05, 2026
Pine Valley Investments Ltd Liability Co History No change 64,005 2,749 0.13% 0.13% 118 0 0.0% Q4 2025 Feb 13, 2026
FIL Ltd History New 55,874 2,705 0.0% 119 +55,874 New Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 54,802 2,654 0.0% 0.0% 120 +2,931 5.65% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Added to 50,703 2,497 0.02% 0.01% 121 +28,472 128.07% Q1 2026 Apr 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 50,684 2,454 0.0% 0.0% 122 +816 1.64% Q1 2026 May 01, 2026
Sanctuary Advisors, LLC History Added to 50,211 2,431 0.01% 0.01% 123 +17,963 55.7% Q1 2026 May 05, 2026
Cavalier Investments, LLC History New 50,000 2,421 0.07% 125 +50,000 New Q1 2026 May 15, 2026
PERISCOPE CAPITAL INC. History No change 50,000 2,421 0.27% 0.24% 124 0 0.0% Q1 2026 May 13, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 47,958 2,322 0.18% 126 +47,958 New Q1 2026 Apr 29, 2026
Bleakley Financial Group, LLC History Added to 46,251 2,239 0.04% 0.03% 127 +9,849 27.06% Q1 2026 May 04, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 46,052 2,230 0.12% 0.11% 128 +1,009 2.24% Q1 2026 Apr 30, 2026
Quantitative Investment Management, LLC History Added to 44,581 2,159 0.22% 0.16% 129 +6,078 15.79% Q1 2026 May 15, 2026
SMART Wealth LLC History Added to 44,584 2,159 0.63% 0.54% 130 +3,179 7.68% Q1 2026 Apr 23, 2026
Union Bancaire Privee, UBP SA History Reduced 45,880 2,139 0.03% 0.06% 131 -108,807 -70.34% Q1 2026 Apr 22, 2026
Heck Capital Advisors, LLC History New 43,097 2,087 0.15% 132 +43,097 New Q1 2026 Apr 16, 2026
Equitable Holdings, Inc. History Added to 47,923 2,061 0.01% 0.01% 133 +4,749 11.0% Q1 2026 May 15, 2026
IMC-Chicago, LLC History New 42,487 2,057 0.0% 134 +42,487 New Q1 2026 May 05, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 41,930 2,030 0.04% 0.06% 135 -21,813 -34.22% Q1 2026 Apr 27, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 41,729 2,020 0.14% 0.04% 136 +28,139 207.06% Q1 2026 May 12, 2026
Koa Wealth Management, LLC History Reduced 39,867 1,930 1.4% 1.35% 137 -6,280 -13.61% Q1 2026 Apr 29, 2026
IHT Wealth Management, LLC History Added to 39,695 1,922 0.04% 0.04% 138 +4,555 12.96% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 39,291 1,902 0.03% 0.0% 139 +35,314 887.96% Q1 2026 May 15, 2026
McHugh Group, LLC History Added to 39,239 1,900 1.12% 0.9% 140 +2,339 6.34% Q1 2026 Apr 17, 2026
Empowered Funds, LLC History Added to 36,348 1,760 0.01% 0.02% 141 +3,100 9.32% Q1 2026 May 14, 2026
PEAK FINANCIAL ADVISORS LLC History Reduced 35,603 1,724 0.76% 0.68% 142 -14 -0.04% Q1 2026 Apr 22, 2026
Tidal Investments LLC History New 35,894 1,697 0.0% 143 +35,894 New Q1 2026 May 15, 2026
Evelyn Partners Investment Management Services Ltd History Added to 34,423 1,667 0.2% 0.18% 144 +1,254 3.78% Q1 2026 May 15, 2026
Ameraudi Asset Management, Inc. History Reduced 34,171 1,654 0.9% 0.9% 145 -4,275 -11.12% Q1 2026 May 15, 2026
Visionary Wealth Advisors History Added to 34,129 1,652 0.07% 0.07% 146 +97 0.29% Q1 2026 May 13, 2026
ARS Investment Partners, LLC History Added to 32,920 1,594 0.08% 0.06% 147 +9,876 42.86% Q1 2026 Apr 16, 2026
Quantinno Capital Management LP History New 31,965 1,548 0.0% 148 +31,965 New Q1 2026 May 15, 2026
STEPHENS INC /AR/ History Reduced 30,778 1,490 0.02% 0.02% 149 -1,555 -4.81% Q1 2026 Apr 28, 2026
CreativeOne Wealth, LLC History Added to 30,738 1,488 0.03% 0.03% 150 +6,057 24.54% Q1 2026 May 15, 2026
Systelligence, LLC History Reduced 30,164 1,460 0.28% 0.35% 151 -12,302 -28.97% Q1 2026 Apr 21, 2026
URS Advisory LLC History Added to 29,259 1,417 1.04% 0.91% 152 +3,526 13.7% Q1 2026 Apr 23, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 29,043 1,406 0.03% 0.02% 153 +8,415 40.79% Q1 2026 May 15, 2026
Lewis Asset Management, LLC History Reduced 28,786 1,394 0.57% 0.51% 154 -345 -1.18% Q1 2026 Apr 21, 2026
Gotham Asset Management, LLC History Added to 28,719 1,390 0.0% 0.0% 155 +21,648 306.15% Q1 2026 May 15, 2026
Smart Portfolios, LLC History Added to 28,498 1,380 1.38% 1.14% 156 +1,787 6.69% Q1 2026 May 01, 2026
Prospera Financial Services Inc History Added to 28,246 1,368 0.02% 0.02% 157 +5,173 22.42% Q1 2026 Apr 14, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 27,706 1,341 0.08% 0.07% 158 +14,486 109.58% Q1 2026 Apr 22, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 27,189 1,316 0.11% 0.08% 159 +3,446 14.51% Q1 2026 May 13, 2026
Deuterium Capital Management, LLC History No change 27,169 1,315 1.53% 1.68% 160 0 0.0% Q1 2026 May 13, 2026
Gordian Capital Singapore Pte Ltd History No change 27,000 1,307 2.18% 1.6% 161 0 0.0% Q1 2026 May 13, 2026
J.W. COLE ADVISORS, INC. History Added to 26,896 1,302 0.04% 0.01% 162 +2,897 12.07% Q1 2026 Apr 23, 2026
FIFTH THIRD BANCORP History New 26,758 1,295 0.0% 163 +26,758 New Q1 2026 May 01, 2026
Gemmer Asset Management LLC History Reduced 26,671 1,291 0.1% 0.11% 164 -6,978 -20.74% Q1 2026 Apr 22, 2026
Inspire Advisors, LLC History Reduced 26,607 1,288 0.1% 0.11% 165 -984 -3.57% Q1 2026 May 15, 2026
Spectrum Strategic Capital Management, LLC History Added to 26,585 1,287 0.69% 0.57% 166 +1,616 6.47% Q1 2026 May 14, 2026
Palumbo Wealth Management LLC History No change 26,537 1,285 0.31% 0.28% 167 0 0.0% Q1 2026 May 12, 2026
Balboa Wealth Partners History Reduced 26,347 1,275 0.21% 0.19% 168 -380 -1.42% Q1 2026 Apr 16, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 25,955 1,257 0.95% 0.84% 169 -972 -3.61% Q1 2026 May 08, 2026
Pinnacle Financial Partners, Inc. History Added to 25,562 1,238 0.01% 0.01% 170 +6,596 34.78% Q1 2026 May 14, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Added to 25,285 1,224 0.39% 0.3% 171 +6,034 31.34% Q1 2026 Apr 24, 2026
Stratos Investment Management, LLC History Added to 25,189 1,219 0.05% 0.04% 173 +346 1.39% Q1 2026 Apr 28, 2026
Caprock Group, LLC History No change 25,183 1,219 0.03% 0.02% 172 0 0.0% Q1 2026 May 11, 2026
Caitlin John, LLC History Added to 25,154 1,218 0.73% 0.64% 174 +2,325 10.18% Q1 2026 May 13, 2026
Keebeck Wealth Management History No change 25,000 1,210 0.14% 0.13% 175 0 0.0% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Reduced 24,896 1,205 0.01% 0.01% 176 -670 -2.62% Q1 2026 May 08, 2026
Jefferies Financial Group Inc. History Added to 24,575 1,190 0.01% 0.0% 177 +6,824 38.44% Q1 2026 May 07, 2026
Sequoia Financial Advisors, LLC History Added to 24,481 1,185 0.01% 0.0% 178 +9,134 59.52% Q1 2026 Apr 30, 2026
Creative Planning History Added to 24,448 1,184 0.0% 0.0% 179 +3,792 18.36% Q1 2026 May 12, 2026
Avidian Wealth Enterprises, LLC History Added to 24,439 1,183 0.04% 0.02% 180 +8,463 52.97% Q1 2026 May 07, 2026
Columbus Macro, LLC History Added to 24,209 1,172 0.13% 0.11% 181 +1,250 5.44% Q1 2026 Apr 21, 2026
Belpointe Asset Management LLC History Added to 24,051 1,164 0.04% 0.04% 182 +1,092 4.76% Q1 2026 Apr 28, 2026
Mariner, LLC History Reduced 23,899 1,157 0.0% 0.0% 183 -4,254 -15.11% Q1 2026 May 13, 2026
COMERICA BANK History No change 26,402 1,128 0.0% 0.0% 184 0 0.0% Q4 2025 Jan 29, 2026
NWF Advisory Services Inc. History Added to 22,899 1,109 0.13% 0.1% 186 +1,391 6.47% Q1 2026 May 04, 2026
CIBC WORLD MARKETS CORP History No change 25,976 1,109 0.01% 0.01% 185 0 0.0% Q4 2025 Feb 12, 2026
MGO ONE SEVEN LLC History New 22,786 1,103 0.02% 187 +22,786 New Q1 2026 May 14, 2026
Focus Financial Network, Inc. History Reduced 22,327 1,081 0.04% 0.04% 188 -1,340 -5.66% Q1 2026 Apr 14, 2026
Focus Partners Wealth History Added to 22,312 1,080 0.0% 0.0% 189 +2,092 10.35% Q1 2026 May 14, 2026
Cresset Asset Management, LLC History Reduced 22,195 1,074 0.0% 0.0% 190 -2,810 -11.24% Q1 2026 May 15, 2026
Savior LLC History Added to 22,194 1,074 3.83% 3.32% 191 +710 3.3% Q1 2026 Apr 21, 2026
IEQ CAPITAL, LLC History Added to 22,118 1,071 0.0% 0.0% 192 +12,506 130.11% Q1 2026 May 14, 2026
Arrington Capital Management, LLC History New 22,000 1,065 1.1% 193 +22,000 New Q1 2026 May 14, 2026
Brookstone Capital Management History Added to 21,954 1,063 0.01% 0.0% 194 +12,669 136.45% Q1 2026 Apr 16, 2026
EVOKE WEALTH, LLC History Added to 21,846 1,058 0.02% 0.01% 195 +12,779 140.94% Q1 2026 May 14, 2026
Moran Wealth Management, LLC History Reduced 21,848 1,058 0.03% 0.03% 196 -1,690 -7.18% Q1 2026 Apr 27, 2026
Merit Financial Group, LLC History Added to 21,832 1,057 0.01% 0.01% 197 +117 0.54% Q1 2026 Apr 15, 2026
Alteri Wealth LLC History Added to 21,578 1,045 0.34% 0.29% 198 +517 2.45% Q1 2026 May 06, 2026
Apex Wealth Management, LLC History New 21,223 1,027 0.7% 199 +21,223 New Q1 2026 Apr 15, 2026
PCG Wealth Advisors, LLC History Added to 21,076 1,020 0.26% 0.19% 200 +5,006 31.15% Q1 2026 Apr 28, 2026
Walkner Condon Financial Advisors LLC History Added to 21,010 1,016 0.13% 0.12% 201 +655 3.22% Q1 2026 Apr 28, 2026
Fiduciary Planning LLC History Added to 20,899 1,012 0.31% 0.19% 202 +6,058 40.82% Q1 2026 Apr 27, 2026
JOHNSON INVESTMENT COUNSEL INC History New 20,812 1,007 0.01% 203 +20,812 New Q1 2026 May 01, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 20,525 994 0.02% 0.02% 204 -73 -0.35% Q1 2026 Apr 29, 2026
Arkadios Wealth Advisors History Added to 20,028 969 0.02% 0.02% 205 +95 0.48% Q1 2026 May 18, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 20,000 968 0.0% 0.17% 206 -2,153,902 -99.08% Q1 2026 May 15, 2026
CSS LLC/IL History No change 19,910 964 0.05% 0.04% 207 0 0.0% Q1 2026 May 15, 2026
Perennial Investment Advisors, LLC History Added to 19,900 963 0.08% 0.06% 208 +740 3.86% Q1 2026 May 15, 2026
Sound Financial Strategies Group, LLC History Added to 19,860 961 0.66% 209 +19,856 496400.0% Q1 2026 May 08, 2026
Cordoba Advisory Partners LLC History Reduced 19,677 952 0.26% 0.41% 210 -17,292 -46.77% Q1 2026 Apr 28, 2026
FIDUCIARY TRUST CO History No change 19,607 949 0.01% 0.01% 211 0 0.0% Q1 2026 May 15, 2026
OpenArc Corporate Advisory, LLC History Added to 19,315 935 0.01% 0.01% 212 +1,731 9.84% Q1 2026 May 11, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 19,100 925 0.01% 0.01% 213 0 0.0% Q1 2026 May 13, 2026
FLOW TRADERS U.S. LLC History Reduced 18,797 910 0.03% 0.22% 214 -137,190 -87.95% Q1 2026 May 15, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 18,784 909 0.06% 0.06% 215 0 0.0% Q1 2026 May 06, 2026
X-Square Capital, LLC History New 18,500 896 0.3% 216 +18,500 New Q1 2026 May 15, 2026
Cooper Financial Group History Added to 18,257 884 0.09% 0.08% 217 +351 1.96% Q1 2026 Apr 07, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 18,199 880 0.0% 0.0% 218 -1,504 -7.63% Q1 2026 May 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 17,737 859 0.01% 219 +17,737 New Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 17,434 844 0.0% 0.0% 220 +7,177 69.97% Q1 2026 May 15, 2026
Advisory Alpha, LLC History Added to 17,214 833 0.02% 0.02% 221 +1,456 9.24% Q1 2026 May 14, 2026
OPPENHEIMER & CO INC History Added to 17,045 825 0.01% 0.01% 223 +4,594 36.9% Q1 2026 Apr 23, 2026
NBC SECURITIES, INC. History Added to 17,055 825 0.06% 0.05% 222 +134 0.79% Q1 2026 Apr 14, 2026
Integrated Wealth Concepts LLC History Added to 16,884 817 0.01% 0.01% 224 +4,521 36.57% Q1 2026 May 15, 2026
Carrera Capital Advisors History Added to 16,854 816 0.13% 0.11% 225 +852 5.32% Q1 2026 May 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 16,563 802 0.01% 0.01% 226 +3,101 23.04% Q1 2026 May 01, 2026
Waverly Advisors, LLC History Added to 16,530 800 0.01% 0.0% 227 +4,046 32.41% Q1 2026 May 15, 2026
HB Wealth Management, LLC History Added to 16,434 795 0.01% 0.0% 228 +8,403 104.63% Q1 2026 Apr 27, 2026
Berger Financial Group, Inc History Added to 16,065 778 0.04% 0.03% 229 +3,982 32.96% Q1 2026 Apr 28, 2026
Pettinga Financial Advisors LLC History Reduced 15,959 772 0.15% 0.13% 230 -520 -3.16% Q1 2026 Apr 13, 2026
San Luis Wealth Advisors LLC History Added to 15,864 768 0.13% 0.1% 231 +1,847 13.18% Q1 2026 Apr 29, 2026
Stamos Capital Partners, L.P. History Reduced 15,616 756 0.12% 0.17% 232 -8,713 -35.81% Q1 2026 May 13, 2026
NICOLET BANKSHARES INC History New 15,410 746 0.03% 233 +15,410 New Q1 2026 May 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 15,300 740 0.08% 0.08% 234 0 0.0% Q1 2026 May 14, 2026
Sigma Planning Corp History Added to 15,187 735 0.02% 0.01% 235 +4,041 36.26% Q1 2026 May 04, 2026
Wellington Shields Capital Management, LLC History Added to 15,125 732 0.11% 0.08% 236 +2,425 19.09% Q1 2026 May 04, 2026
MGB Wealth Management, LLC History No change 16,672 712 0.2% 0.2% 237 0 0.0% Q4 2025 Feb 17, 2026
Capital Wealth Alliance, LLC History New 14,429 698 0.32% 238 +14,429 New Q1 2026 May 13, 2026
Hikari Tsushin, Inc. History No change 14,405 697 0.05% 0.04% 239 0 0.0% Q1 2026 May 13, 2026
Trivium Point Advisory, LLC History Reduced 14,357 695 0.13% 0.36% 240 -69,399 -82.86% Q1 2026 Apr 21, 2026
StoneX Group Inc. History Added to 14,234 689 0.04% 0.01% 242 +6,558 85.44% Q1 2026 May 14, 2026
PINNACLE ASSOCIATES LTD History No change 14,228 689 0.01% 0.01% 241 0 0.0% Q1 2026 Apr 21, 2026
Advisory Services Network, LLC History Reduced 14,042 680 0.01% 0.03% 243 -42,160 -75.02% Q1 2026 May 15, 2026
MENORA MIVTACHIM HOLDINGS LTD. History New 14,000 678 0.0% 244 +14,000 New Q1 2026 May 14, 2026
Cornerstone Wealth Management, LLC History New 13,875 671 0.03% 245 +13,875 New Q1 2026 Apr 23, 2026
Red Tortoise LLC History Added to 13,823 669 0.28% 0.24% 246 +558 4.21% Q1 2026 Apr 21, 2026
CMC Financial Group History Added to 13,750 665 1.3% 1.02% 247 +379 2.83% Q1 2026 May 08, 2026
Owen LaRue, LLC History Reduced 13,700 663 0.25% 0.22% 248 -100 -0.72% Q1 2026 Apr 30, 2026
SBI Securities Co., Ltd. History Added to 13,497 653 0.02% 0.01% 249 +5,920 78.13% Q1 2026 Apr 27, 2026
Savvy Advisors, Inc. History New 13,244 641 0.02% 250 +13,244 New Q1 2026 May 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 13,109 634 0.0% 0.0% 251 +4,243 47.86% Q1 2026 May 08, 2026
E&G Advisors, LP History Reduced 13,062 632 0.14% 0.13% 252 -75 -0.57% Q1 2026 Apr 21, 2026
Henrickson Nauta Wealth Advisors, Inc. History Reduced 12,862 622 0.17% 0.19% 254 -12,862 -50.0% Q1 2026 Apr 16, 2026
BENJAMIN EDWARDS INC History Reduced 12,862 622 0.01% 0.01% 253 -646 -4.78% Q1 2026 May 12, 2026
Lifestyle Asset Management, Inc. History New 12,689 614 0.2% 255 +12,689 New Q1 2026 Apr 10, 2026
Navis Wealth Advisors, LLC History No change 12,500 605 0.31% 0.23% 256 0 0.0% Q1 2026 May 15, 2026
Benson Wealth Management INC History New 12,328 597 0.82% 257 +12,328 New Q1 2026 May 12, 2026
Snowden Capital Advisors LLC History Added to 12,227 592 0.02% 0.01% 258 +1,301 11.91% Q1 2026 May 14, 2026
Mutual Advisors, LLC History Added to 12,183 590 0.01% 0.01% 259 +1,069 9.62% Q1 2026 May 01, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 12,000 581 0.0% 262 +12,000 New Q1 2026 May 15, 2026
Sava Infond d.o.o. History Added to 12,000 581 0.08% 0.06% 261 +1,500 14.29% Q1 2026 May 11, 2026
UMB Bank, n.a. History No change 12,000 581 0.01% 0.01% 260 0 0.0% Q1 2026 May 11, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 11,941 578 0.25% 0.22% 263 0 0.0% Q1 2026 Apr 28, 2026
Arax Advisory Partners History Added to 11,916 577 0.02% 0.0% 264 +9,766 454.23% Q1 2026 May 13, 2026
Orion Porfolio Solutions, LLC History Reduced 11,579 560 0.0% 0.0% 265 -695 -5.66% Q1 2026 May 13, 2026
Global Retirement Partners, LLC History No change 13,110 560 0.01% 0.01% 266 0 0.0% Q4 2025 Feb 06, 2026
Ausdal Financial Partners, Inc. History Added to 11,560 559 0.02% 0.02% 267 +731 6.75% Q1 2026 May 12, 2026
MCF Advisors LLC History No change 11,388 551 0.02% 0.03% 268 0 0.0% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 11,347 549 0.0% 0.01% 269 -783,135 -98.57% Q1 2026 May 15, 2026
Western Wealth Management, LLC History Added to 11,303 547 0.02% 0.02% 270 +679 6.39% Q1 2026 May 19, 2026
Wealthcare Advisory Partners LLC History Added to 11,046 534 0.01% 0.01% 271 +1,036 10.35% Q1 2026 Apr 14, 2026
ForthRight Wealth Management, LLC History Reduced 10,885 527 0.15% 0.17% 272 -2,640 -19.52% Q1 2026 May 12, 2026
Stratos Wealth Partners, LTD. History Reduced 10,871 526 0.01% 0.01% 273 -3,445 -24.06% Q1 2026 Apr 28, 2026
CARDIFF PARK ADVISORS, LLC History Added to 10,850 525 0.04% 0.04% 274 +87 0.81% Q1 2026 May 15, 2026
Forum Finance Group S.A. History New 13,526 517 0.28% 275 +13,526 New Q1 2026 May 07, 2026
REGATTA CAPITAL GROUP, LLC History Added to 10,620 514 0.08% 0.07% 276 +441 4.33% Q1 2026 Apr 15, 2026
Csenge Advisory Group History New 10,570 511 0.02% 278 +10,570 New Q1 2026 Apr 30, 2026
DAVENPORT & Co LLC History Reduced 10,555 511 0.0% 0.0% 277 -1,751 -14.23% Q1 2026 Apr 15, 2026
PATTEN & PATTEN INC/TN History Added to 10,450 506 0.03% 0.03% 279 +115 1.11% Q1 2026 May 01, 2026
Legacy Advisors, LLC History No change 10,438 505 0.06% 0.05% 280 0 0.0% Q1 2026 May 05, 2026
Lido Advisors, LLC History Added to 10,308 499 0.0% 0.0% 281 +3,403 49.28% Q1 2026 May 13, 2026
Sugar Maple Asset Management, LLC History Added to 10,300 498 0.3% 0.14% 282 +5,300 106.0% Q1 2026 Apr 21, 2026
Midwest Financial Group LLC History Added to 10,270 497 0.21% 0.13% 283 +3,570 53.28% Q1 2026 Apr 22, 2026
Prosperity Consulting Group, LLC History Reduced 10,260 496 0.02% 0.02% 284 -803 -7.26% Q1 2026 May 05, 2026
Keudell/Morrison Wealth Management History Reduced 10,175 492 0.1% 0.09% 285 -125 -1.21% Q1 2026 Apr 20, 2026
K.J. Harrison & Partners Inc History New 10,158 491 0.08% 286 +10,158 New Q1 2026 Apr 28, 2026
J.Safra Asset Management Corp History No change 10,100 489 0.03% 0.02% 287 0 0.0% Q1 2026 May 04, 2026
NORTHERN TRUST CORP History Added to 10,000 484 0.0% 0.0% 288 +5,000 100.0% Q1 2026 May 14, 2026
HBW ADVISORY SERVICES LLC History Added to 9,925 480 0.05% 0.05% 289 +53 0.54% Q1 2026 May 04, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 9,878 478 0.03% 0.04% 290 -5,800 -36.99% Q1 2026 Apr 14, 2026
Allworth Financial LP History Added to 9,837 476 0.0% 0.0% 291 +407 4.32% Q1 2026 May 14, 2026
Revisor Wealth Management LLC History Added to 9,724 470 0.13% 0.11% 292 +1,161 13.56% Q1 2026 Apr 27, 2026
Sage Capital Management, LLC History Added to 9,630 466 0.22% 0.11% 293 +4,261 79.36% Q1 2026 Apr 15, 2026
Archford Capital Strategies, LLC History Reduced 9,546 462 0.05% 0.06% 294 -1,680 -14.97% Q1 2026 Apr 15, 2026
Journey Advisory Group, LLC History No change 9,432 456 0.04% 0.03% 295 0 0.0% Q1 2026 May 05, 2026
Apollon Wealth Management, LLC History Added to 9,228 446 0.01% 0.01% 296 +1,216 15.18% Q1 2026 Apr 22, 2026
U.S. Capital Wealth Advisors, LLC History Added to 9,132 442 0.01% 0.01% 297 +1,524 20.03% Q1 2026 Apr 07, 2026
Pathstone Holdings, LLC History Added to 9,068 439 0.0% 0.0% 298 +108 1.21% Q1 2026 May 11, 2026
Independent Advisor Alliance History New 8,973 434 0.0% 299 +8,973 New Q1 2026 May 12, 2026
Fortis Group Advisors, LLC History Added to 7,644 431 0.07% 0.07% 300 +225 3.03% Q1 2026 May 08, 2026