United States Commodity Index Funds Trust - USCI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,081,848 | 80,178 | 0.01% | 0.01% | 1 | +178,270 | 9.36% | Q2 2026 | Aug 14, 2026 |
| MATAURO, LLC | History | Added to | 395,588 | 34,943 | 4.62% | 4.95% | 2 | +11,543 | 3.01% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 849,599 | 32,577 | 0.0% | 0.01% | 3 | -393,425 | -31.65% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 720,061 | 27,167 | 0.0% | 0.0% | 4 | +139,834 | 24.1% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 632,532 | 25,347 | 0.0% | 0.0% | 5 | +330,828 | 109.65% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 266,360 | 19,097 | 0.0% | 0.0% | 6 | +91,395 | 52.24% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 451,443 | 17,444 | 0.0% | 0.0% | 7 | +28,401 | 6.71% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 324,966 | 15,999 | 0.0% | 0.0% | 8 | -25,279 | -7.22% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 151,340 | 13,852 | 0.0% | 0.0% | 9 | +1,945 | 1.3% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 277,903 | 11,307 | 0.0% | 0.0% | 10 | -160,558 | -36.62% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 128,553 | 7,965 | 0.01% | 0.01% | 11 | +39,017 | 43.58% | Q2 2026 | Aug 14, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 83,230 | 7,710 | 2.42% | 2.13% | 12 | +19,892 | 31.41% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 152,699 | 5,761 | 0.0% | 0.0% | 13 | +6,899 | 4.73% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 75,919 | 5,417 | 0.22% | 0.05% | 14 | +34,934 | 85.24% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 86,474 | 5,165 | 0.0% | 0.0% | 15 | +26,378 | 43.89% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 133,301 | 5,029 | 0.01% | 0.0% | 16 | +85,464 | 178.66% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 120,463 | 4,545 | 0.51% | 0.37% | 17 | +33,160 | 37.98% | Q2 2026 | Jul 23, 2026 |
| PERISCOPE CAPITAL INC. | History | Added to | 120,000 | 4,527 | 0.4% | 0.41% | 18 | +13,400 | 12.57% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 83,245 | 4,149 | 0.01% | 0.01% | 19 | +15,801 | 23.43% | Q2 2026 | Aug 07, 2026 |
| NOMURA HOLDINGS INC | History | New | 104,000 | 3,923 | 0.0% | — | 20 | +104,000 | New | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 82,092 | 3,097 | 0.02% | 0.01% | 21 | +5,769 | 7.56% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 72,622 | 3,034 | 0.0% | 0.0% | 22 | -59,068 | -44.85% | Q2 2026 | Aug 03, 2026 |
| Park Edge Advisors, LLC | History | New | 76,708 | 2,894 | 0.61% | — | 23 | +76,708 | New | Q2 2026 | Jul 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 71,237 | 2,850 | 0.0% | 0.0% | 24 | +33,752 | 90.04% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 73,041 | 2,758 | 0.01% | 0.01% | 25 | +12,233 | 20.12% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 72,198 | 2,724 | 0.0% | 0.0% | 26 | -17,928 | -19.89% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | New | 68,017 | 2,566 | 0.0% | — | 27 | +68,017 | New | Q2 2026 | Aug 03, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 67,587 | 2,550 | 0.13% | 0.14% | 28 | -3,815 | -5.34% | Q2 2026 | Jul 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 66,297 | 2,501 | 0.0% | — | 29 | +66,297 | New | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | New | 65,820 | 2,483 | 0.09% | — | 30 | +65,820 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 64,335 | 2,427 | 0.0% | 0.0% | 31 | +8,050 | 14.3% | Q2 2026 | Aug 05, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 26,057 | 2,413 | 0.21% | 0.26% | 32 | -75 | -0.29% | Q2 2026 | Jul 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 63,125 | 2,380 | 0.0% | 0.0% | 33 | +26,896 | 74.24% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 58,802 | 2,264 | 0.01% | 0.01% | 34 | +399 | 0.68% | Q2 2026 | Jul 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 60,000 | 2,263 | 0.0% | 0.0% | 35 | +1,500 | 2.56% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 50,001 | 2,192 | 0.0% | 0.0% | 36 | +34,685 | 226.46% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 43,657 | 2,139 | 0.0% | 0.0% | 37 | -8,298 | -15.97% | Q2 2026 | Aug 14, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 54,918 | 2,072 | 0.18% | 0.19% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 53,837 | 2,031 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Winter & Associates, Inc. | History | Added to | 20,377 | 1,887 | 1.42% | 1.06% | 41 | +7,832 | 62.43% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 20,377 | 1,887 | 0.02% | 0.01% | 40 | +7,767 | 61.59% | Q2 2026 | Aug 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 19,923 | 1,845 | 0.02% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 46,440 | 1,752 | 0.01% | 0.01% | 43 | +300 | 0.65% | Q2 2026 | Aug 18, 2026 |
| Arax Advisory Partners | History | Added to | 43,537 | 1,642 | 0.01% | 0.0% | 44 | +40,827 | 1506.53% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Added to | 43,291 | 1,633 | 0.0% | 0.0% | 45 | +12,868 | 42.3% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 42,257 | 1,594 | 0.0% | 0.01% | 46 | -196,081 | -82.27% | Q2 2026 | Aug 13, 2026 |
| Clare Market Investments LLC | History | Added to | 40,480 | 1,527 | 0.28% | 0.24% | 47 | +7,620 | 23.19% | Q2 2026 | Jul 27, 2026 |
| Manatuck Hill Partners, LLC | History | New | 40,000 | 1,509 | 0.5% | — | 49 | +40,000 | New | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 16,317 | 1,509 | 0.0% | 0.0% | 48 | +6,805 | 71.54% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Added to | 39,728 | 1,498 | 0.02% | 0.01% | 50 | +7,815 | 24.49% | Q2 2026 | Aug 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 15,955 | 1,478 | 0.19% | 0.18% | 51 | +2,356 | 17.32% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,482 | 1,402 | 0.0% | 0.0% | 52 | +524 | 1.64% | Q2 2026 | Jul 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 38,628 | 1,329 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 35,000 | 1,320 | 0.01% | — | 54 | +35,000 | New | Q2 2026 | Aug 14, 2026 |
| BigSur Wealth Management LLC | History | Added to | 34,839 | 1,314 | 0.32% | 0.16% | 55 | +18,000 | 106.89% | Q2 2026 | Jul 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 13,054 | 1,209 | 0.01% | 0.03% | 56 | +44 | 0.34% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | Reduced | 21,160 | 1,195 | 0.0% | 0.0% | 57 | -3,131 | -12.89% | Q2 2026 | Aug 13, 2026 |
| CAZ INVESTMENTS LP | History | Reduced | 12,480 | 1,156 | 1.21% | 1.74% | 58 | -3,120 | -20.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,123 | 1,102 | 0.0% | 0.01% | 59 | -15,601 | -47.67% | Q2 2026 | Jul 28, 2026 |
| Belvedere Trading LLC | History | Reduced | 11,800 | 1,093 | 0.0% | 0.0% | 60 | -15,788 | -57.23% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | No change | 27,286 | 1,029 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,969 | 1,017 | 0.01% | 0.01% | 62 | +145 | 0.98% | Q2 2026 | Jul 20, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 25,649 | 967 | 0.44% | 0.14% | 63 | +17,934 | 232.46% | Q2 2026 | Aug 11, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 25,350 | 956 | 0.12% | 0.14% | 64 | -2,600 | -9.3% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 24,108 | 909 | 0.01% | 0.02% | 65 | -2,878 | -10.66% | Q2 2026 | Aug 07, 2026 |
| DV Trading LLC | History | No change | 8,500 | 787 | 0.03% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | Reduced | 8,289 | 767 | 0.05% | 0.06% | 67 | -123 | -1.46% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,751 | 752 | 0.0% | 0.0% | 68 | +374 | 2.43% | Q2 2026 | Jul 29, 2026 |
| SMART Wealth LLC | History | Reduced | 19,210 | 724 | 0.16% | 0.23% | 69 | -4,033 | -17.35% | Q2 2026 | Aug 05, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 19,158 | 722 | 0.05% | 0.05% | 70 | -51 | -0.27% | Q2 2026 | Aug 12, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 19,115 | 721 | 0.15% | 0.31% | 71 | +4,210 | 28.25% | Q2 2026 | Jul 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 19,060 | 719 | 0.02% | 0.02% | 72 | +117 | 0.62% | Q2 2026 | Jul 31, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 16,407 | 619 | 0.1% | 0.11% | 73 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 16,196 | 611 | 0.0% | 0.0% | 74 | +14,837 | 1091.76% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 14,637 | 552 | 0.0% | 0.0% | 75 | -660 | -4.31% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | No change | 14,266 | 538 | 0.01% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WHITTIER TRUST CO | History | No change | 14,009 | 530 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,853 | 522 | 0.01% | 0.01% | 78 | +4,128 | 42.45% | Q2 2026 | Jul 31, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 13,500 | 509 | 0.0% | 0.07% | 79 | -744,600 | -98.22% | Q2 2026 | Jul 22, 2026 |
| Tidal Investments LLC | History | Added to | 13,432 | 506 | 0.0% | 0.0% | 80 | +8,432 | 168.64% | Q2 2026 | Aug 13, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 12,800 | 482 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | New | 12,713 | 479 | 0.02% | — | 83 | +12,713 | New | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 5,175 | 479 | 0.09% | 0.1% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PFG Investments, LLC | History | Reduced | 8,697 | 462 | 0.02% | 0.02% | 84 | -50 | -0.57% | Q2 2026 | Jul 23, 2026 |
| Platform Technology Partners | History | Reduced | 12,044 | 454 | 0.07% | 0.08% | 85 | -45 | -0.37% | Q2 2026 | Jul 24, 2026 |
| Fiduciary Alliance LLC | History | Added to | 11,830 | 446 | 0.03% | 0.03% | 86 | +83 | 0.71% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,415 | 433 | 0.02% | 0.02% | 87 | +3,659 | 54.16% | Q2 2026 | Jul 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 10,969 | 413 | 0.0% | 0.0% | 88 | -21 | -0.19% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | Added to | 10,779 | 407 | 0.06% | 0.05% | 89 | +636 | 6.27% | Q2 2026 | Jul 23, 2026 |
| Herold Advisors, Inc. | History | No change | 10,800 | 407 | 0.08% | 0.08% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Garde Capital, Inc. | History | Reduced | 10,780 | 406 | 0.02% | 0.02% | 91 | -602 | -5.29% | Q2 2026 | Jul 31, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 4,334 | 401 | 0.15% | 0.2% | 92 | +150 | 3.59% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 10,181 | 384 | 0.03% | 0.03% | 93 | +1,763 | 20.94% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,843 | 371 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advyzon Investment Management, LLC | History | New | 9,689 | 365 | 0.03% | — | 95 | +9,689 | New | Q2 2026 | Aug 14, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 3,893 | 360 | 0.09% | 0.11% | 96 | -447 | -10.3% | Q2 2026 | Aug 10, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 3,735 | 346 | 0.01% | 0.01% | 97 | +5 | 0.13% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | Reduced | 9,009 | 339 | 0.0% | 0.0% | 98 | -89 | -0.98% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,559 | 329 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burford Brothers, Inc. | History | No change | 3,501 | 324 | 0.12% | 0.14% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 3,477 | 322 | 0.02% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 8,387 | 316 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 8,295 | 312 | 0.01% | 0.01% | 103 | -1 | -0.01% | Q2 2026 | Aug 11, 2026 |
| Sidoxia Capital Management, LLC | History | Reduced | 7,726 | 291 | 0.21% | 0.23% | 104 | -156 | -1.98% | Q2 2026 | Jul 24, 2026 |
| Moors & Cabot, Inc. | History | New | 7,648 | 288 | 0.01% | — | 105 | +7,648 | New | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,103 | 287 | 0.0% | 0.0% | 106 | -7,743 | -71.39% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 7,434 | 280 | 0.0% | 0.0% | 107 | +469 | 6.73% | Q2 2026 | Aug 05, 2026 |
| BRIGHTON JONES LLC | History | No change | 7,220 | 272 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Added to | 7,112 | 268 | 0.0% | 0.0% | 109 | +3,340 | 88.55% | Q2 2026 | Aug 11, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 7,088 | 267 | 0.17% | 0.17% | 110 | +285 | 4.19% | Q2 2026 | Aug 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 7,070 | 266 | 0.0% | 0.0% | 111 | +935 | 15.24% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,932 | 256 | 0.0% | 0.0% | 112 | -67 | -1.12% | Q2 2026 | Aug 05, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | New | 6,567 | 251 | 0.16% | — | 113 | +6,567 | New | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 6,513 | 245 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Financial Solutions, LLC | History | New | 6,225 | 234 | 0.02% | — | 115 | +6,225 | New | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,377 | 232 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 5,792 | 227 | 0.0% | 0.0% | 117 | -55 | -0.94% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 5,931 | 223 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 2,380 | 220 | 0.02% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hilltop Holdings Inc. | History | New | 5,690 | 214 | 0.02% | — | 120 | +5,690 | New | Q2 2026 | Aug 13, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 5,570 | 210 | 0.01% | — | 122 | +5,570 | New | Q2 2026 | Jul 31, 2026 |
| Permanent Capital Management, LP | History | No change | 5,580 | 210 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | New | 5,464 | 206 | 0.07% | — | 123 | +5,464 | New | Q2 2026 | Jul 17, 2026 |
| Cresset Asset Management, LLC | History | New | 5,356 | 202 | 0.0% | — | 125 | +5,356 | New | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 5,345 | 202 | 0.0% | — | 124 | +5,345 | New | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 2,597 | 127 | 0.0% | — | 127 | +2,597 | New | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,011 | 127 | 0.0% | 0.0% | 126 | +921 | 84.5% | Q2 2026 | Jul 17, 2026 |
| Grove Bank & Trust | History | New | 1,000 | 92 | 0.01% | — | 128 | +1,000 | New | Q2 2026 | Jul 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,108 | 79 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 829 | 76 | 0.01% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,884 | 71 | 0.01% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidemark, LLC | History | No change | 1,764 | 66 | 0.01% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | New | 1,676 | 63 | 0.0% | — | 133 | +1,676 | New | Q2 2026 | Jul 27, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,500 | 56 | 0.01% | — | 135 | +1,500 | New | Q2 2026 | Jul 23, 2026 |
| Luminist Capital LLC | History | New | 1,494 | 56 | 0.06% | — | 134 | +1,494 | New | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | New | 1,426 | 53 | 0.0% | — | 136 | +1,426 | New | Q2 2026 | Jul 20, 2026 |
| CWM, LLC | History | No change | 937 | 50 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,245 | 46 | 0.0% | — | 139 | +1,245 | New | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 500 | 46 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clean Yield Group | History | No change | 1,200 | 45 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,161 | 43 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,100 | 41 | 0.0% | 0.0% | 142 | -1,800 | -62.07% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,000 | 37 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Solstein Capital, LLC | History | Added to | 957 | 36 | 0.01% | 0.01% | 144 | +115 | 13.66% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 921 | 35 | 0.0% | — | 145 | +921 | New | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 900 | 33 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEBSTER BANK, N. A. | History | No change | 850 | 32 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 725 | 27 | 0.0% | 0.0% | 148 | +600 | 480.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 700 | 26 | 0.0% | 0.0% | 149 | -2 | -0.28% | Q2 2026 | Jul 24, 2026 |
| SouthState Bank Corp | History | New | 676 | 25 | 0.0% | — | 150 | +676 | New | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 245 | 22 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | New | 231 | 21 | 0.0% | — | 152 | +231 | New | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 194 | 17 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 347 | 13 | 0.0% | 0.0% | 155 | +140 | 67.63% | Q2 2026 | Jul 21, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 350 | 13 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 121 | 11 | 0.0% | 0.0% | 156 | +71 | 142.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 284 | 11 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Timbuktu Capital Management, LLC | History | New | 118 | 10 | 0.02% | — | 158 | +118 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 100 | 9 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 100 | 9 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 235 | 8 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 227 | 8 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFS Advisors, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 76 | 7 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 150 | 5 | 0.0% | 0.0% | 165 | +61 | 68.54% | Q2 2026 | Jul 15, 2026 |
| Signature Equity Partners, LLC | History | New | 110 | 4 | 0.0% | — | 168 | +110 | New | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | New | 46 | 4 | 0.0% | — | 167 | +46 | New | Q2 2026 | Jul 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 130 | 4 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 95 | 3 | 0.0% | — | 173 | +95 | New | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 97 | 3 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NorthAvenue LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 61 | 2 | 0.0% | — | 178 | +61 | New | Q2 2026 | Aug 11, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 70 | 2 | 0.0% | 0.0% | 177 | -16 | -18.6% | Q2 2026 | Aug 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 25 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 54 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITY HOLDING CO | History | New | 52 | 1 | 0.0% | — | 181 | +52 | New | Q2 2026 | Jul 10, 2026 |
| St. Johns Investment Management Company, LLC | History | New | 45 | 1 | 0.0% | — | 183 | +45 | New | Q2 2026 | Aug 03, 2026 |
| Bangor Savings Bank | History | New | 30 | 1 | 0.0% | — | 182 | +30 | New | Q2 2026 | Jul 06, 2026 |
| Trust Co | History | No change | 30 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JDM Financial Group LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,050 | -100.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -13,436 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,466 | -100.0% | Q2 2026 | Jul 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,274 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -8,028 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Silverleafe Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,621 | -100.0% | Q2 2026 | Jul 02, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -6,590 | -100.0% | Q2 2026 | Jul 09, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,247 | -100.0% | Q2 2026 | Jul 09, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,458 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,954 | -100.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,903 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,372 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,328 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,285 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.01% | — | -556 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -311 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Copia Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Frazier Financial Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 10, 2026 |
| Aspect Partners, LLC | History | Added to | 20 | 0 | — | — | — | +10 | 100.0% | Q2 2026 | Jul 16, 2026 |
| PITTENGER & ANDERSON INC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 27, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 07, 2026 |