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
Sowell Financial Services LLC History Added to 8,751 423 0.02% 0.01% 301 +1,149 15.11% Q1 2026 Apr 20, 2026
SHARPEPOINT LLC History Added to 8,501 411 0.25% 0.21% 302 +343 4.2% Q1 2026 May 05, 2026
Tactive Advisors, LLC History No change 8,347 404 0.11% 0.1% 303 0 0.0% Q1 2026 Apr 16, 2026
Gen-Wealth Partners Inc History Reduced 8,302 402 0.13% 0.12% 304 -723 -8.01% Q1 2026 May 08, 2026
IPG Investment Advisors LLC History Added to 8,297 401 0.07% 0.04% 305 +3,500 72.96% Q1 2026 May 12, 2026
Lane Generational LLC History No change 8,266 400 0.32% 0.32% 306 0 0.0% Q1 2026 May 14, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 8,194 396 0.0% 0.0% 307 +3,194 63.88% Q1 2026 Apr 30, 2026
MARSHALL WACE, LLP History New 8,169 395 0.0% 308 +8,169 New Q1 2026 May 14, 2026
Arrowroot Family Office, LLC History New 8,127 393 0.13% 309 +8,127 New Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Added to 8,114 392 0.0% 0.0% 310 +616 8.22% Q1 2026 Apr 20, 2026
PARK AVENUE SECURITIES LLC History Added to 8,031 389 0.0% 0.0% 311 +2,754 52.19% Q1 2026 Apr 07, 2026
Garden State Investment Advisory Services LLC History Reduced 8,050 389 0.09% 0.08% 312 -20 -0.25% Q1 2026 May 13, 2026
Spruce Point Capital Management, LLC History Reduced 8,000 387 0.43% 2.92% 314 -24,879 -75.67% Q1 2026 May 12, 2026
Integrated Advisors Network LLC History New 7,996 387 0.02% 315 +7,996 New Q1 2026 Apr 28, 2026
Global Endowment Management, LP History No change 8,000 387 0.04% 0.04% 313 0 0.0% Q1 2026 May 14, 2026
Hilltop Holdings Inc. History No change 7,800 377 0.03% 0.02% 316 0 0.0% Q1 2026 May 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History New 7,683 372 0.01% 318 +7,683 New Q1 2026 May 14, 2026
LRI Investments, LLC History Added to 7,700 372 0.03% 0.0% 317 +7,500 3750.0% Q1 2026 Apr 30, 2026
Ameritas Investment Partners, Inc. History Added to 7,657 370 0.01% 0.01% 319 +212 2.85% Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 7,577 366 0.0% 0.0% 320 +3,071 68.15% Q1 2026 May 14, 2026
Meridian Wealth Management, LLC History Added to 7,563 366 0.01% 0.01% 321 +2,852 60.54% Q1 2026 May 06, 2026
Greenwich Wealth Management LLC History Added to 7,433 360 0.01% 0.01% 322 +2,544 52.04% Q1 2026 May 12, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Reduced 7,275 352 0.07% 0.07% 323 -555 -7.09% Q1 2026 May 15, 2026
Strengthening Families & Communities, LLC History Added to 7,174 347 0.09% 0.03% 324 +5,025 233.83% Q1 2026 May 11, 2026
HUB Investment Partners, LLC History Added to 7,150 346 0.01% 0.01% 326 +1,120 18.57% Q1 2026 May 15, 2026
GM Advisory Group, LLC History Added to 7,152 346 0.01% 0.01% 325 +684 10.58% Q1 2026 Apr 28, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Reduced 7,000 339 0.21% 0.83% 327 -25,575 -78.51% Q1 2026 May 15, 2026
Aspen Investment Management Inc History Reduced 6,955 337 0.1% 0.1% 328 -625 -8.25% Q1 2026 Apr 15, 2026
US BANCORP \DE\ History Added to 6,947 336 0.0% 0.0% 329 +3,847 124.1% Q1 2026 May 14, 2026
Innovative Asset Advisors Group, LLC History New 6,853 331 0.19% 330 +6,853 New Q1 2026 May 12, 2026
Southland Equity Partners LLC History New 6,761 327 0.06% 331 +6,761 New Q1 2026 Apr 14, 2026
AlphaStar Capital Management, LLC History Added to 6,707 324 0.02% 0.02% 332 +1,426 27.0% Q1 2026 Apr 15, 2026
Lauer Wealth, LLC History Reduced 6,302 323 0.26% 0.24% 333 -245 -3.74% Q1 2026 Apr 13, 2026
Krilogy Financial LLC History No change 5,775 319 0.01% 0.01% 334 0 0.0% Q1 2026 Apr 17, 2026
Intesa Sanpaolo Wealth Management History Added to 6,487 314 0.08% 0.06% 335 +127 2.0% Q1 2026 May 15, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 6,329 306 0.04% 0.04% 336 +12 0.19% Q1 2026 Apr 13, 2026
Bryn Mawr Trust Advisors, LLC History New 6,216 301 0.01% 337 +6,216 New Q1 2026 May 04, 2026
VestGen Advisors, LLC History New 5,490 298 0.01% 338 +5,490 New Q1 2026 May 14, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 6,138 297 0.02% 0.01% 339 +462 8.14% Q1 2026 May 14, 2026
COMMERCE BANK History New 6,132 296 0.0% 342 +6,132 New Q1 2026 May 11, 2026
AE Wealth Management LLC History Added to 6,129 296 0.0% 0.0% 341 +4,756 346.39% Q1 2026 May 13, 2026
VAN DEN BERG MANAGEMENT I, INC History Added to 6,114 296 0.07% 0.06% 340 +1 0.02% Q1 2026 May 15, 2026
Financial Engines Advisors L.L.C. History No change 6,000 290 0.0% 0.0% 343 0 0.0% Q1 2026 May 14, 2026
Diametric Capital, LP History Reduced 5,949 288 0.07% 0.08% 344 -701 -10.54% Q1 2026 May 15, 2026
Acropolis Investment Management, LLC History New 5,941 287 0.01% 346 +5,941 New Q1 2026 Apr 09, 2026
NWAM LLC History Reduced 5,944 287 0.02% 0.02% 345 -416 -6.54% Q1 2026 May 04, 2026
SCOTIA CAPITAL INC. History New 5,923 286 0.0% 347 +5,923 New Q1 2026 May 13, 2026
Vectors Research Management, LLC History New 5,920 286 0.08% 348 +5,920 New Q1 2026 May 05, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History Added to 5,315 277 0.12% 0.1% 349 +19 0.36% Q1 2026 Apr 15, 2026
Keystone Financial Group History Added to 5,686 275 0.02% 0.02% 350 +83 1.48% Q1 2026 May 13, 2026
Beaumont Financial Advisors, LLC History Added to 5,695 275 0.02% 0.02% 351 +5 0.09% Q1 2026 May 05, 2026
Beacon Pointe Advisors, LLC History New 5,660 274 0.0% 354 +5,660 New Q1 2026 May 15, 2026
Gladstone Institutional Advisory LLC History Added to 5,666 274 0.01% 0.01% 352 +388 7.35% Q1 2026 May 14, 2026
EWA, LLC History Added to 5,658 274 0.06% 0.06% 353 +231 4.26% Q1 2026 Apr 23, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Added to 5,609 271 0.05% 0.04% 355 +17 0.3% Q1 2026 Apr 21, 2026
WEALTH ALLIANCE, LLC History Added to 5,567 269 0.03% 0.02% 356 +86 1.57% Q1 2026 May 14, 2026
NewEdge Wealth, LLC History Reduced 5,511 266 0.0% 0.0% 357 -1,003 -15.4% Q1 2026 May 13, 2026
Evolution Wealth Advisors, LLC History Added to 5,450 263 0.03% 0.02% 358 +90 1.68% Q1 2026 May 08, 2026
STEVENS CAPITAL MANAGEMENT LP History New 5,400 262 0.04% 360 +5,400 New Q1 2026 May 11, 2026
Itau Unibanco Holding S.A. History Reduced 5,420 262 0.01% 0.01% 359 -100 -1.81% Q1 2026 May 15, 2026
CHOREO, LLC History Reduced 5,409 261 0.0% 0.0% 361 -224 -3.98% Q1 2026 May 12, 2026
PERSONAL CFO SOLUTIONS, LLC History New 5,312 257 0.04% 362 +5,312 New Q1 2026 Apr 30, 2026
Astoria Portfolio Advisors LLC. History No change 4,516 256 0.05% 0.05% 363 0 0.0% Q1 2026 Apr 28, 2026
EverSource Wealth Advisors, LLC History Added to 5,226 253 0.01% 0.0% 364 +4,514 633.99% Q1 2026 May 15, 2026
Joseph P. Lucia & Associates, LLC History New 5,214 252 0.09% 366 +5,214 New Q1 2026 May 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 5,207 252 0.02% 0.02% 365 -1,399 -21.18% Q1 2026 Apr 10, 2026
Lighthouse Investment Partners, LLC History New 5,173 250 0.01% 368 +5,173 New Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 5,459 250 0.0% 0.0% 367 -279 -4.86% Q1 2026 May 15, 2026
Aptus Capital Advisors, LLC History Added to 5,150 249 0.0% 0.0% 369 +123 2.45% Q1 2026 May 11, 2026
Kassira Wealth Management LLC History Added to 5,094 246 0.23% 0.2% 370 +21 0.41% Q1 2026 Apr 30, 2026
Redhawk Wealth Advisors, Inc. History Reduced 5,077 245 0.03% 0.04% 371 -2,862 -36.05% Q1 2026 Apr 15, 2026
Euro Pacific Asset Management, LLC History Reduced 6,310 245 0.02% 0.03% 372 -95 -1.48% Q1 2026 May 06, 2026
Golden State Wealth Management, LLC History Added to 5,053 244 0.03% 0.02% 373 +59 1.18% Q1 2026 Apr 28, 2026
Mint Tower Capital Management B.V. History No change 5,000 242 0.02% 0.02% 374 0 0.0% Q1 2026 May 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 4,992 241 0.01% 0.01% 375 -865 -14.77% Q1 2026 Apr 28, 2026
Continuum Advisory, LLC History New 4,957 240 0.02% 376 +4,957 New Q1 2026 Apr 22, 2026
AMERIFLEX GROUP, INC. History Added to 4,951 239 0.12% 0.1% 377 +518 11.69% Q1 2026 May 15, 2026
Beacon Financial Advisory LLC History New 4,922 238 0.05% 378 +4,922 New Q1 2026 Apr 27, 2026
WEDBUSH SECURITIES INC History New 4,825 234 0.01% 379 +4,825 New Q1 2026 Apr 21, 2026
Compound Planning, Inc. History Reduced 4,814 233 0.01% 0.01% 380 -15 -0.31% Q1 2026 May 14, 2026
PFG Investments, LLC History New 4,794 232 0.01% 382 +4,794 New Q1 2026 Apr 27, 2026
Powell Investment Advisors, LLC History Added to 4,811 232 0.08% 0.07% 381 +121 2.58% Q1 2026 Apr 23, 2026
Rathbones Group PLC History No change 4,774 231 0.0% 0.0% 383 0 0.0% Q1 2026 May 12, 2026
SeaCrest Wealth Management, LLC History Added to 4,713 228 0.02% 0.02% 384 +159 3.49% Q1 2026 Apr 15, 2026
WEALTHSPAN PARTNERS, LLC History New 4,707 227 0.08% 385 +4,707 New Q1 2026 Apr 08, 2026
Triumph Capital Management History Added to 4,638 224 0.05% 0.04% 386 +486 11.71% Q1 2026 May 13, 2026
Linscomb Wealth, Inc. History New 4,545 220 0.01% 387 +4,545 New Q1 2026 May 11, 2026
Diversified Trust Co History New 4,465 216 0.0% 389 +4,465 New Q1 2026 Apr 16, 2026
CWM, LLC History Added to 4,465 216 0.0% 0.0% 388 +2,146 92.54% Q1 2026 May 14, 2026
Berman McAleer LLC History New 4,450 215 0.03% 390 +4,450 New Q1 2026 Apr 17, 2026
Elm Partners Management LLC History No change 4,687 212 0.01% 0.01% 391 0 0.0% Q1 2026 May 13, 2026
Moors & Cabot, Inc. History New 4,318 209 0.01% 392 +4,318 New Q1 2026 May 08, 2026
Tidemark, LLC History Reduced 4,315 208 0.05% 0.06% 393 -463 -9.69% Q1 2026 May 07, 2026
NorthRock Partners, LLC History New 4,262 206 0.0% 394 +4,262 New Q1 2026 May 15, 2026
Vident Advisory, LLC History New 4,143 200 0.0% 396 +4,143 New Q1 2026 May 14, 2026
Versant Capital Management, Inc History Added to 4,139 200 0.02% 0.02% 395 +167 4.2% Q1 2026 Apr 06, 2026
Holos Integrated Wealth LLC History New 3,949 189 0.1% 397 +3,949 New Q1 2026 Apr 08, 2026
FMR LLC History Added to 3,765 182 0.0% 0.0% 398 +2,207 141.66% Q1 2026 May 15, 2026
All Terrain Financial Advisors, LLC History New 3,700 179 0.04% 399 +3,700 New Q1 2026 May 12, 2026
CoreCap Advisors, LLC History Added to 3,625 175 0.01% 0.01% 400 +20 0.55% Q1 2026 Apr 07, 2026
Ulland Investment Advisors, LLC History No change 3,574 173 0.15% 0.12% 401 0 0.0% Q1 2026 Apr 27, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 3,500 169 0.02% 2.77% 402 -494,700 -99.3% Q1 2026 Apr 30, 2026
DAGCO, INC. History Added to 3,330 161 0.03% 0.03% 403 +34 1.03% Q1 2026 Apr 20, 2026
JTC Employer Solutions Trustee Ltd History No change 3,309 161 0.01% 0.01% 404 0 0.0% Q1 2026 May 19, 2026
Banque Cantonale Vaudoise History New 3,251 157 0.01% 405 +3,251 New Q1 2026 Apr 20, 2026
CIBC Private Wealth Group LLC History No change 3,644 155 0.0% 0.0% 406 0 0.0% Q4 2025 Feb 12, 2026
Smartleaf Asset Management LLC History Added to 3,221 145 0.01% 0.01% 407 +75 2.38% Q1 2026 May 15, 2026
CENTAURUS FINANCIAL, INC. History Added to 2,893 140 0.01% 0.0% 408 +477 19.74% Q1 2026 May 18, 2026
Capital Investment Advisory Services, LLC History Added to 2,847 137 0.01% 0.01% 409 +230 8.79% Q1 2026 May 05, 2026
Ashton Thomas Private Wealth, LLC History New 2,782 134 0.0% 410 +2,782 New Q1 2026 May 11, 2026
Stelac Advisory Services LLC History New 2,713 131 0.03% 411 +2,713 New Q1 2026 May 08, 2026
Copia Wealth Management History Reduced 2,331 112 0.08% 0.1% 412 -903 -27.92% Q1 2026 May 04, 2026
Strategic Wealth Partners, Ltd. History Reduced 2,277 110 0.01% 0.45% 413 -152,437 -98.53% Q1 2026 May 12, 2026
WealthShield Partners, LLC History Added to 2,191 106 0.01% 0.0% 414 +1,279 140.24% Q1 2026 May 01, 2026
IFP Advisors, Inc History Reduced 2,035 98 0.0% 0.0% 415 -47 -2.26% Q1 2026 Apr 13, 2026
Aventura Private Wealth, LLC History New 1,870 90 0.03% 416 +1,870 New Q1 2026 May 05, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 1,845 89 0.01% 0.03% 417 -1,560 -45.81% Q1 2026 May 06, 2026
PRIVATE TRUST CO NA History New 1,772 85 0.01% 420 +1,772 New Q1 2026 Apr 30, 2026
TRUST CO OF VERMONT History No change 2,000 85 0.0% 0.0% 418 0 0.0% Q4 2025 Jan 16, 2026
Realta Investment Advisors History No change 1,775 85 0.03% 0.02% 419 0 0.0% Q1 2026 Apr 22, 2026
BlackRock, Inc. History No change 1,750 84 0.0% 0.0% 421 0 0.0% Q1 2026 May 13, 2026
MAI Capital Management History Added to 1,663 80 0.0% 0.0% 422 +60 3.74% Q1 2026 May 15, 2026
Pilgrim Partners Asia Pte Ltd History New 1,600 77 0.03% 423 +1,600 New Q1 2026 May 12, 2026
MassMutual Private Wealth & Trust, FSB History No change 1,537 74 0.0% 0.0% 424 0 0.0% Q1 2026 Apr 13, 2026
Parallel Advisors, LLC History Added to 1,499 72 0.0% 0.0% 425 +900 150.25% Q1 2026 May 07, 2026
BAYBAN History No change 1,500 72 0.06% 0.06% 426 0 0.0% Q1 2026 Apr 24, 2026
Financial Freedom, LLC History Added to 1,467 71 0.04% 0.03% 427 +28 1.95% Q1 2026 Apr 30, 2026
Sound Income Strategies, LLC History Added to 1,401 69 0.0% 0.0% 428 +100 7.69% Q1 2026 Apr 27, 2026
Strategic Investment Solutions, Inc. /IL History Added to 1,413 68 0.02% 0.01% 429 +118 9.11% Q1 2026 May 01, 2026
NFSG Corp History Added to 1,259 60 0.01% 0.0% 430 +1,000 386.1% Q1 2026 May 05, 2026
Purpose Unlimited Inc. History New 1,167 56 0.0% 432 +1,167 New Q1 2026 May 15, 2026
Arkos Global Advisors History New 1,161 56 0.01% 431 +1,161 New Q1 2026 May 13, 2026
NATIXIS History Added to 1,076 52 0.0% 0.0% 433 +100 10.25% Q1 2026 May 14, 2026
Costello Asset Management, INC History New 1,000 48 0.02% 437 +1,000 New Q1 2026 Apr 30, 2026
Cassaday & Co Wealth Management LLC History New 1,000 48 0.0% 438 +1,000 New Q1 2026 May 07, 2026
Blue Trust, Inc. History Added to 1,000 48 0.0% 0.0% 436 +700 233.33% Q1 2026 Apr 20, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 1,000 48 0.0% 0.0% 434 0 0.0% Q1 2026 May 13, 2026
Main Management LLC History No change 1,000 48 0.0% 0.0% 435 0 0.0% Q1 2026 May 14, 2026
FAS Wealth Partners, Inc. History No change 1,122 47 0.0% 0.0% 439 0 0.0% Q4 2025 Feb 18, 2026
Fourth Dimension Wealth, LLC History Reduced 969 46 0.02% 0.02% 441 -447 -31.57% Q1 2026 May 11, 2026
Sunbelt Securities, Inc. History Added to 965 46 0.0% 0.0% 440 +2 0.21% Q1 2026 May 15, 2026
GILL CAPITAL PARTNERS, LLC History New 943 45 0.01% 442 +943 New Q1 2026 Apr 13, 2026
Legacy Wealth Managment, LLC/ID History Added to 923 44 0.02% 0.02% 443 +5 0.54% Q1 2026 May 07, 2026
Atlantic Union Bankshares Corp History Added to 872 42 0.0% 0.0% 444 +7 0.81% Q1 2026 May 12, 2026
Centerpoint Advisors, LLC History No change 850 41 0.01% 0.01% 445 0 0.0% Q1 2026 May 07, 2026
AlphaCore Capital LLC History Reduced 761 36 0.0% 0.0% 447 -142 -15.73% Q1 2026 May 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 750 36 0.0% 0.0% 446 0 0.0% Q1 2026 Apr 23, 2026
Dunhill Financial, LLC History New 709 34 0.01% 449 +709 New Q1 2026 May 06, 2026
ASSETMARK, INC History Reduced 721 34 0.0% 0.0% 448 -73 -9.19% Q1 2026 May 06, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History Added to 689 33 0.03% 0.02% 451 +185 36.71% Q1 2026 May 14, 2026
HAZLETT, BURT & WATSON, INC. History Added to 675 33 0.01% 0.01% 450 +45 7.14% Q1 2026 May 14, 2026
Manchester Capital Management LLC History New 660 31 0.0% 452 +660 New Q1 2026 May 11, 2026
Avalon Trust Co History No change 600 29 0.0% 0.0% 453 0 0.0% Q1 2026 May 06, 2026
MTM Investment Management, LLC History No change 600 29 0.01% 0.01% 454 0 0.0% Q1 2026 May 06, 2026
Spire Wealth Management History Added to 550 26 0.0% 0.0% 457 +300 120.0% Q1 2026 Apr 22, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 555 26 0.01% 0.01% 455 -144 -20.6% Q1 2026 May 11, 2026
Rosenberg Matthew Hamilton History No change 550 26 0.01% 0.0% 456 0 0.0% Q1 2026 Apr 06, 2026
Activest Wealth Management History New 529 25 0.0% 460 +529 New Q1 2026 Apr 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 535 25 0.01% 0.0% 458 +500 1428.57% Q1 2026 Apr 14, 2026
Gould Capital, LLC History No change 535 25 0.02% 0.01% 459 0 0.0% Q1 2026 May 15, 2026
Ascentis Independent Advisors History New 515 24 0.0% 461 +515 New Q1 2026 Apr 28, 2026
Hyposwiss Advisors SA History New 500 24 0.02% 462 +500 New Q1 2026 Apr 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 489 23 0.0% 463 +489 New Q1 2026 May 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 485 23 0.0% 464 +485 New Q1 2026 May 15, 2026
Wilmington Savings Fund Society, FSB History No change 472 22 0.0% 0.0% 465 0 0.0% Q1 2026 Apr 30, 2026
Ancora Advisors LLC History New 441 21 0.0% 467 +441 New Q1 2026 May 15, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 452 21 0.01% 0.01% 466 +2 0.44% Q1 2026 May 13, 2026
SUMMER ROAD LLC History Added to 419 20 0.01% 0.01% 468 +113 36.93% Q1 2026 Apr 23, 2026
SJS Investment Consulting Inc. History Added to 335 16 0.0% 0.0% 470 +33 10.93% Q1 2026 Apr 23, 2026
Pacifica Partners Inc. History No change 346 16 0.01% 0.01% 469 0 0.0% Q1 2026 Apr 09, 2026
Capital Analysts, LLC History Added to 316 15 0.0% 0.0% 471 +63 24.9% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Added to 291 14 0.0% 0.0% 472 +1 0.34% Q1 2026 Apr 07, 2026
LFA - Lugano Financial Advisors SA History Reduced 280 13 0.01% 0.02% 476 -435 -60.84% Q1 2026 May 05, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 275 13 0.0% 0.0% 473 +100 57.14% Q1 2026 May 11, 2026
FINANCIAL CONSULATE, INC History No change 281 13 0.0% 0.0% 474 0 0.0% Q1 2026 Apr 21, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 279 13 0.0% 0.0% 475 0 0.0% Q1 2026 May 13, 2026
WOLFF WIESE MAGANA LLC History No change 282 13 0.01% 0.01% 477 0 0.0% Q1 2026 Apr 13, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 250 12 0.01% 0.01% 478 0 0.0% Q1 2026 May 15, 2026
ORG Partners LLC History No change 300 12 0.0% 0.0% 479 0 0.0% Q4 2025 Jan 14, 2026
Sankala Group LLC History No change 267 12 0.01% 0.01% 480 0 0.0% Q1 2026 Mar 31, 2026
Ascentis Wealth Management, LLC History New 246 11 0.0% 482 +246 New Q1 2026 Apr 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 246 11 0.0% 0.0% 481 +150 156.25% Q1 2026 May 13, 2026
Cypress Capital Management LLC (WY) History Added to 208 10 0.01% 0.0% 484 +75 56.39% Q1 2026 May 08, 2026
Osbon Capital Management LLC History Added to 209 10 0.01% 0.01% 485 +9 4.5% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 244 10 0.0% 0.0% 483 0 0.0% Q4 2025 Feb 17, 2026
Key FInancial Inc History No change 226 10 0.0% 0.0% 486 0 0.0% Q1 2026 Apr 24, 2026
Rossby Financial, LCC History No change 215 10 0.0% 0.0% 487 0 0.0% Q1 2026 May 11, 2026
Trust Co History Added to 200 9 0.0% 0.0% 489 +50 33.33% Q1 2026 Apr 13, 2026
HOWE & RUSLING INC History No change 192 9 0.0% 0.0% 488 0 0.0% Q1 2026 Apr 28, 2026
Armor Investment Advisors, LLC History No change 200 9 0.0% 0.0% 490 0 0.0% Q1 2026 Apr 29, 2026
Center for Financial Planning, Inc. History No change 200 9 0.0% 0.0% 491 0 0.0% Q1 2026 May 04, 2026
Prudent Man Investment Management, Inc. History No change 200 8 0.0% 0.0% 492 0 0.0% Q1 2026 May 04, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 150 7 0.0% 0.01% 493 -400 -72.73% Q1 2026 Apr 06, 2026
BARD ASSOCIATES INC History New 153 7 0.0% 494 +153 New Q1 2026 May 07, 2026
American Capital Advisory, LLC History No change 135 6 0.0% 0.0% 495 0 0.0% Q1 2026 Apr 29, 2026
Bank of Jackson Hole Trust History No change 130 6 0.0% 0.0% 496 0 0.0% Q1 2026 May 12, 2026
Kilter Group LLC History No change 127 6 0.0% 0.0% 497 0 0.0% Q1 2026 May 14, 2026
ASHTON THOMAS SECURITIES, LLC History New 120 5 0.0% 502 +120 New Q1 2026 May 18, 2026
Keating Financial Advisory Services, Inc. History Added to 108 5 0.0% 501 +100 1250.0% Q1 2026 May 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 117 5 0.0% 0.0% 499 +50 74.63% Q1 2026 May 01, 2026
Cornerstone Planning Group LLC History Added to 94 5 0.0% 0.0% 500 +1 1.08% Q1 2026 May 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 120 5 0.0% 0.0% 498 0 0.0% Q1 2026 Apr 29, 2026
Parkside Financial Bank & Trust History New 101 4 0.0% 508 +101 New Q1 2026 May 13, 2026
Synergy Investment Management, LLC History New 101 4 0.0% 511 +101 New Q1 2026 May 14, 2026
Berbice Capital Management LLC History New 100 4 0.0% 510 +100 New Q1 2026 May 06, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 99 4 0.0% 509 +99 New Q1 2026 May 08, 2026
Colonial Trust Advisors History No change 100 4 0.0% 0.0% 503 0 0.0% Q1 2026 May 12, 2026
Financial Management Professionals, Inc. History No change 100 4 0.0% 0.0% 504 0 0.0% Q1 2026 Apr 15, 2026
DecisionPoint Financial, LLC History No change 100 4 0.0% 0.0% 505 0 0.0% Q1 2026 May 06, 2026
Stephens Consulting, LLC History No change 100 4 0.0% 0.0% 506 0 0.0% Q4 2025 Jan 13, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 100 4 0.0% 0.0% 507 0 0.0% Q1 2026 Apr 13, 2026
Johnson Financial Group, Inc. History New 77 3 0.0% 516 +77 New Q1 2026 May 07, 2026
AdvisorNet Financial, Inc History Added to 72 3 0.0% 0.0% 513 +3 4.35% Q1 2026 Apr 17, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 70 3 0.0% 0.0% 512 0 0.0% Q1 2026 May 11, 2026
St. Johns Investment Management Company, LLC History No change 70 3 0.0% 0.0% 514 0 0.0% Q1 2026 Apr 28, 2026
Running Point Capital Advisors, LLC History No change 84 3 0.0% 0.0% 515 0 0.0% Q4 2025 Feb 17, 2026
Anchor Investment Management, LLC History No change 50 2 0.0% 0.0% 517 0 0.0% Q1 2026 May 01, 2026
Your Advocates Ltd., LLP History No change 50 2 0.0% 0.0% 518 0 0.0% Q1 2026 Apr 29, 2026
Coston, McIsaac & Partners History No change 47 2 0.0% 0.0% 519 0 0.0% Q1 2026 Apr 22, 2026
Financially Speaking Inc History No change 53 2 0.01% 0.0% 520 0 0.0% Q1 2026 Apr 07, 2026
RMG Wealth Management LLC History New 33 1 0.0% 527 +33 New Q1 2026 May 14, 2026
Register Financial Advisors LLC History New 29 1 0.0% 528 +29 New Q1 2026 Apr 15, 2026
Strive Financial Group ,LLC History Added to 25 1 0.0% 526 +23 1150.0% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 21 1 0.0% 523 +1 5.0% Q1 2026 May 08, 2026
Navigoe, LLC History Added to 31 1 0.0% 0.0% 525 +1 3.33% Q1 2026 May 01, 2026
TOTH FINANCIAL ADVISORY CORP History No change 35 1 0.0% 0.0% 521 0 0.0% Q1 2026 Apr 16, 2026
GHP Investment Advisors, Inc. History No change 28 1 0.0% 0.0% 522 0 0.0% Q1 2026 Apr 21, 2026
Global Wealth Strategies & Associates History No change 36 1 0.0% 0.0% 524 0 0.0% Q1 2026 Apr 03, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History Closed out 0 0 4.65% -772,500 -100.0% Q1 2026 May 15, 2026
Bensler, LLC History Closed out 0 0 1.63% -382,028 -100.0% Q1 2026 May 01, 2026
NOMURA HOLDINGS INC History Closed out 0 0 0.02% -265,100 -100.0% Q1 2026 May 15, 2026
Trilogy Capital Inc. History Closed out 0 0 0.49% -257,789 -100.0% Q1 2026 Apr 21, 2026
GTS SECURITIES LLC History Closed out 0 0 0.27% -186,469 -100.0% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.03% -165,895 -100.0% Q1 2026 May 15, 2026
Ursa Fund Management, LLC History Closed out 0 0 0.28% -160,700 -100.0% Q1 2026 May 15, 2026
VMS Asset Management Limited History Closed out 0 0 2.55% -154,687 -100.0% Q1 2026 May 13, 2026
Banco BTG Pactual S.A. History Closed out 0 0 1.05% -144,066 -100.0% Q1 2026 May 12, 2026
SONA ASSET MANAGEMENT (US) LLC History Closed out 0 0 0.11% -115,000 -100.0% Q1 2026 May 15, 2026
Polymer Capital Management (HK) LTD History Closed out 0 0 0.4% -65,300 -100.0% Q1 2026 May 14, 2026
Tandem Financial, LLC History Closed out 0 0 1.56% -47,373 -100.0% Q1 2026 May 08, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -46,500 -100.0% Q1 2026 May 15, 2026
Southeast Asset Advisors, LLC History Closed out 0 0 0.16% -40,000 -100.0% Q1 2026 May 13, 2026
ARP Global Capital Ltd History Closed out 0 0 0.46% -35,613 -100.0% Q1 2026 May 14, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Closed out 0 0 0.23% -30,600 -100.0% Q1 2026 May 12, 2026
AlTi Global, Inc. History Closed out 0 0 0.02% -25,065 -100.0% Q1 2026 May 07, 2026
Formidable Asset Management, LLC History Closed out 0 0 0.16% -22,424 -100.0% Q1 2026 Apr 22, 2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC History Closed out 0 0 0.39% -20,012 -100.0% Q1 2026 Apr 20, 2026
GK Wealth Management LLC History Closed out 0 0 0.56% -19,717 -100.0% Q1 2026 Apr 07, 2026
FreeGulliver LLC History Closed out 0 0 0.25% -16,217 -100.0% Q1 2026 May 15, 2026
Catalyst Funds Management Pty Ltd History Closed out 0 0 0.16% -16,100 -100.0% Q1 2026 May 11, 2026
Harvest Fund Management Co., Ltd History Closed out 0 0 0.02% -14,792 -100.0% Q1 2026 May 13, 2026
Wakefield Asset Management LLLP History Closed out 0 0 0.16% -14,109 -100.0% Q1 2026 May 12, 2026
Legacy PCG, LLC History Closed out 0 0 0.36% -13,447 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -13,072 -100.0% Q1 2026 May 15, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Closed out 0 0 0.35% -11,611 -100.0% Q1 2026 Apr 20, 2026
AQR CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -11,105 -100.0% Q1 2026 May 15, 2026
SIG BROKERAGE, LP History Closed out 0 0 0.01% -10,000 -100.0% Q1 2026 May 15, 2026
Financial Sense Advisors, Inc. History Closed out 0 0 0.08% -9,838 -100.0% Q1 2026 May 14, 2026
Encompass More Asset Management History Closed out 0 0 0.07% -9,434 -100.0% Q1 2026 Apr 28, 2026
HOLLENCREST CAPITAL MANAGEMENT History Closed out 0 0 0.01% -8,800 -100.0% Q1 2026 May 07, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -8,565 -100.0% Q1 2026 May 15, 2026
SYKON CAPITAL LLC History Closed out 0 0 0.11% -8,377 -100.0% Q1 2026 Apr 22, 2026
Kovack Advisors, Inc. History Closed out 0 0 0.02% -8,332 -100.0% Q1 2026 May 12, 2026
SFG Wealth Management, LLC. History Closed out 0 0 0.1% -5,948 -100.0% Q1 2026 Apr 22, 2026
Worth Asset Management, LLC History Closed out 0 0 0.09% -4,955 -100.0% Q1 2026 Apr 17, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.0% -4,291 -100.0% Q1 2026 May 14, 2026
FNY Investment Advisers, LLC History Closed out 0 0 0.05% -4,000 -100.0% Q1 2026 Apr 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -2,342 -100.0% Q1 2026 Apr 28, 2026
DV Trading LLC History Closed out 0 0 0.0% -2,000 -100.0% Q1 2026 May 15, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.02% -1,568 -100.0% Q1 2026 May 15, 2026
Inlight Wealth Management, LLC History Closed out 0 0 0.02% -1,200 -100.0% Q1 2026 May 04, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.01% -1,000 -100.0% Q1 2026 May 12, 2026
Reyes Financial Architecture, Inc. History Closed out 0 0 0.02% -761 -100.0% Q1 2026 May 11, 2026
Aspect Partners, LLC History Closed out 0 0 0.01% -650 -100.0% Q1 2026 Apr 02, 2026
Modus Advisors, LLC History Closed out 0 0 0.01% -483 -100.0% Q1 2026 May 04, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 0.0% -140 -100.0% Q1 2026 May 05, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 12, 2026
Estate Planners Group, LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 11, 2026
Tower Research Capital LLC (TRC) History Closed out 0 0 0.0% -97 -100.0% Q1 2026 May 15, 2026
SWAN Capital LLC History Closed out 0 0 0.0% -70 -100.0% Q1 2026 May 14, 2026
Advisors Preferred, LLC History Closed out 0 0 0.0% -51 -100.0% Q1 2026 May 05, 2026
FIRST COMMUNITY TRUST NA History Closed out 0 0 0.0% -41 -100.0% Q1 2026 Apr 16, 2026
Quattro Advisors LLC History Closed out 0 0 0.0% -40 -100.0% Q1 2026 May 14, 2026
Compass Financial Services Inc History Closed out 0 0 0.0% -31 -100.0% Q1 2026 May 01, 2026
TORONTO DOMINION BANK History Closed out 0 0 -22 -100.0% Q1 2026 May 15, 2026
RHL GROUP, LLC History Closed out 0 0 -19 -100.0% Q1 2026 May 13, 2026
Park Square Financial Group, LLC History Closed out 0 0 -14 -100.0% Q1 2026 May 13, 2026
Larson Financial Group LLC History New 10 0 +10 New Q1 2026 May 15, 2026
Salomon & Ludwin, LLC History New 6 0 +6 New Q1 2026 May 11, 2026
Anfield Capital Management, LLC History New 5 0 +5 New Q1 2026 May 12, 2026
Signature Resources Capital Management, LLC History New 3 0 +3 New Q1 2026 May 01, 2026
Clearstead Advisors, LLC History No change 11 0 0 0.0% Q1 2026 May 06, 2026
Financial Perspectives, Inc History No change 6 0 0 0.0% Q1 2026 May 11, 2026
Mountain Hill Investment Partners Corp. History No change 1 0 0 0.0% Q1 2026 May 01, 2026
Clark Wealth Partners History No change 1 0 0 0.0% Q1 2026 May 11, 2026