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 | 1,903,578 | 68,430 | 0.01% | 0.0% | 1 | +1,520,878 | 397.41% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,243,024 | 43,273 | 0.01% | 0.0% | 2 | +536,002 | 75.81% | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Added to | 384,045 | 34,270 | 4.95% | 4.16% | 3 | +5,106 | 1.35% | Q1 2026 | Apr 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 758,100 | 26,101 | 0.01% | 0.04% | 4 | +381,000 | 101.03% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 580,227 | 20,326 | 0.0% | 0.0% | 5 | +320,227 | 123.16% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 438,461 | 17,444 | 0.0% | 0.0% | 6 | +268,225 | 157.56% | Q1 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | Added to | 350,245 | 16,612 | 0.0% | 0.0% | 7 | +47,422 | 15.66% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 174,965 | 15,084 | 0.0% | 0.0% | 8 | +50,115 | 40.14% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 423,042 | 15,041 | 0.0% | 0.0% | 9 | +331,163 | 360.43% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 149,395 | 14,187 | 0.0% | 0.0% | 10 | +617 | 0.41% | Q1 2026 | Jul 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 301,704 | 11,959 | 0.0% | 0.0% | 11 | +268,751 | 815.56% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 238,338 | 8,205 | 0.01% | 0.0% | 12 | +231,243 | 3259.24% | Q1 2026 | May 14, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 63,338 | 6,037 | 2.13% | 2.83% | 13 | -23,350 | -26.94% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 89,536 | 6,030 | 0.01% | 0.01% | 14 | -23,121 | -20.52% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 145,800 | 5,019 | 0.0% | 0.0% | 15 | +138,520 | 1902.75% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 131,690 | 4,923 | 0.0% | 0.0% | 16 | +85,440 | 184.74% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 60,096 | 4,466 | 0.0% | 0.0% | 17 | -34,437 | -36.43% | Q1 2026 | May 13, 2026 |
| PERISCOPE CAPITAL INC. | History | New | 106,600 | 3,670 | 0.41% | — | 18 | +106,600 | New | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 67,444 | 3,188 | 0.01% | 0.01% | 19 | -11,135 | -14.17% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | New | 90,126 | 3,107 | 0.0% | — | 20 | +90,126 | New | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 87,303 | 3,005 | 0.37% | 0.53% | 21 | -38,783 | -30.76% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 76,323 | 2,627 | 0.01% | 0.0% | 22 | +75,798 | 14437.71% | Q1 2026 | May 08, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 26,132 | 2,490 | 0.26% | 0.19% | 23 | -935 | -3.45% | Q1 2026 | May 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 71,402 | 2,458 | 0.14% | 0.13% | 24 | +7,795 | 12.25% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 51,955 | 2,334 | 0.0% | 0.0% | 25 | +20,832 | 66.93% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | New | 60,808 | 2,093 | 0.01% | — | 26 | +60,808 | New | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 58,403 | 2,091 | 0.01% | 0.01% | 27 | -6,965 | -10.66% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 58,500 | 2,014 | 0.0% | 0.0% | 28 | +17,800 | 43.73% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 56,285 | 1,937 | 0.0% | 0.0% | 29 | +7,666 | 15.77% | Q1 2026 | May 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 19,923 | 1,899 | 0.03% | 0.02% | 30 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 54,918 | 1,890 | 0.19% | 0.18% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 53,837 | 1,853 | 0.0% | 0.0% | 32 | +750 | 1.41% | Q1 2026 | May 08, 2026 |
| Belvedere Trading LLC | History | New | 27,588 | 1,668 | 0.0% | — | 33 | +27,588 | New | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 47,837 | 1,647 | 0.0% | 0.0% | 34 | -27,980 | -36.9% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 32,724 | 1,632 | 0.01% | 0.0% | 35 | +10,458 | 46.97% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 46,140 | 1,588 | 0.01% | — | 36 | +46,140 | New | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 40,985 | 1,575 | 0.05% | 0.04% | 37 | +21,929 | 115.08% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 37,485 | 1,498 | 0.0% | 0.0% | 38 | +601 | 1.63% | Q1 2026 | May 12, 2026 |
| CAZ INVESTMENTS LP | History | No change | 15,600 | 1,486 | 1.74% | 2.09% | 39 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 24,291 | 1,337 | 0.0% | 0.0% | 40 | +17,167 | 240.97% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 38,628 | 1,329 | 0.03% | 0.01% | 41 | +29,554 | 325.7% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 31,958 | 1,293 | 0.0% | 0.0% | 42 | +20,538 | 179.84% | Q1 2026 | Apr 30, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 13,599 | 1,291 | 0.18% | 0.15% | 43 | +557 | 4.27% | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 13,436 | 1,280 | 0.14% | 0.11% | 44 | +151 | 1.14% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 36,229 | 1,246 | 0.0% | 0.0% | 45 | +34,063 | 1572.62% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 13,010 | 1,240 | 0.03% | — | 46 | +13,010 | New | Q1 2026 | May 15, 2026 |
| Winter & Associates, Inc. | History | Added to | 12,545 | 1,212 | 1.06% | 0.59% | 47 | +4,313 | 52.39% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 12,610 | 1,201 | 0.01% | 0.01% | 48 | +3,989 | 46.27% | Q1 2026 | May 13, 2026 |
| Clare Market Investments LLC | History | New | 32,860 | 1,131 | 0.24% | — | 49 | +32,860 | New | Q1 2026 | Apr 29, 2026 |
| Summit Financial, LLC | History | Added to | 31,913 | 1,098 | 0.01% | 0.01% | 50 | +27,292 | 590.61% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 30,423 | 1,047 | 0.0% | — | 51 | +30,423 | New | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 14,824 | 1,011 | 0.01% | 0.01% | 52 | -184 | -1.23% | Q1 2026 | Apr 15, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 27,950 | 962 | 0.14% | 0.07% | 53 | +12,900 | 85.71% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | New | 27,286 | 939 | 0.0% | — | 54 | +27,286 | New | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 26,986 | 929 | 0.02% | 0.02% | 55 | -375 | -1.37% | Q1 2026 | Apr 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,512 | 904 | 0.0% | 0.0% | 56 | +780 | 8.93% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | New | 25,050 | 862 | 0.0% | — | 57 | +25,050 | New | Q1 2026 | May 14, 2026 |
| DV Trading LLC | History | No change | 8,500 | 810 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | Reduced | 8,412 | 801 | 0.06% | 0.04% | 59 | -254 | -2.93% | Q1 2026 | May 29, 2026 |
| SMART Wealth LLC | History | New | 23,243 | 800 | 0.23% | — | 60 | +23,243 | New | Q1 2026 | Apr 23, 2026 |
| Waterloo Capital, L.P. | History | New | 8,028 | 765 | 0.05% | — | 61 | +8,028 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,377 | 731 | 0.0% | 0.0% | 62 | +2,011 | 15.05% | Q1 2026 | Apr 27, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 19,209 | 661 | 0.05% | — | 63 | +19,209 | New | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | New | 18,943 | 652 | 0.02% | — | 64 | +18,943 | New | Q1 2026 | Apr 28, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 6,590 | 628 | 0.19% | 0.2% | 65 | -1,609 | -19.62% | Q1 2026 | Apr 23, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 6,247 | 595 | 0.06% | 0.05% | 66 | +18 | 0.29% | Q1 2026 | Apr 15, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 16,839 | 579 | 0.16% | 0.17% | 67 | -3,500 | -17.21% | Q1 2026 | Apr 22, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 16,407 | 564 | 0.11% | 0.11% | 68 | -500 | -2.96% | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,846 | 562 | 0.0% | 0.0% | 69 | +7,743 | 249.53% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 15,316 | 527 | 0.0% | — | 70 | +15,316 | New | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 15,297 | 526 | 0.0% | — | 71 | +15,297 | New | Q1 2026 | May 13, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 14,905 | 513 | 0.31% | 0.53% | 72 | -10,570 | -41.49% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 14,266 | 491 | 0.02% | 0.01% | 73 | +929 | 6.97% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | No change | 5,175 | 491 | 0.1% | 0.12% | 74 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 14,009 | 480 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Added to | 8,747 | 450 | 0.02% | 0.01% | 76 | +6,055 | 224.93% | Q1 2026 | Apr 27, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 12,800 | 440 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fiduciary Alliance LLC | History | New | 11,747 | 437 | 0.03% | — | 78 | +11,747 | New | Q1 2026 | Apr 20, 2026 |
| Platform Technology Partners | History | Added to | 12,089 | 416 | 0.08% | 0.05% | 79 | +5,589 | 85.98% | Q1 2026 | Apr 27, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 4,340 | 413 | 0.11% | 0.09% | 80 | +50 | 1.17% | Q1 2026 | May 04, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 4,184 | 398 | 0.2% | 0.14% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,466 | 394 | 0.0% | 0.0% | 82 | -2,280 | -16.59% | Q1 2026 | Apr 24, 2026 |
| Garde Capital, Inc. | History | Reduced | 11,382 | 391 | 0.02% | 0.03% | 83 | -5,137 | -31.1% | Q1 2026 | Apr 28, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 11,274 | 388 | 0.02% | — | 84 | +11,274 | New | Q1 2026 | Apr 16, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 10,990 | 378 | 0.0% | 0.0% | 85 | -8,376 | -43.25% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,903 | 372 | 0.0% | 0.0% | 86 | +634 | 19.39% | Q1 2026 | Apr 20, 2026 |
| Herold Advisors, Inc. | History | No change | 10,800 | 371 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 3,730 | 355 | 0.01% | — | 88 | +3,730 | New | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Added to | 10,143 | 349 | 0.05% | 0.05% | 89 | +523 | 5.44% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,559 | 339 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 9,843 | 338 | 0.0% | — | 91 | +9,843 | New | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | New | 9,725 | 334 | 0.01% | — | 92 | +9,725 | New | Q1 2026 | May 14, 2026 |
| Burford Brothers, Inc. | History | Reduced | 3,501 | 333 | 0.14% | 0.11% | 93 | -24 | -0.68% | Q1 2026 | Apr 27, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | New | 3,477 | 331 | 0.03% | — | 94 | +3,477 | New | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 9,098 | 313 | 0.0% | 0.0% | 95 | -1,069 | -10.51% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | New | 8,418 | 289 | 0.03% | — | 97 | +8,418 | New | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 4,458 | 289 | 0.0% | 0.0% | 96 | +2,228 | 99.91% | Q1 2026 | May 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 8,387 | 288 | 0.02% | 0.02% | 98 | +350 | 4.35% | Q1 2026 | May 06, 2026 |
| Advisory Alpha, LLC | History | Reduced | 8,296 | 285 | 0.01% | 0.01% | 99 | -2,380 | -22.29% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,756 | 279 | 0.02% | 0.01% | 100 | +3,351 | 98.41% | Q1 2026 | Apr 13, 2026 |
| Sidoxia Capital Management, LLC | History | New | 7,882 | 271 | 0.23% | — | 101 | +7,882 | New | Q1 2026 | May 11, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 7,715 | 265 | 0.14% | — | 102 | +7,715 | New | Q1 2026 | May 11, 2026 |
| Silverleafe Capital Partners, LLC | History | New | 7,621 | 262 | 0.08% | — | 103 | +7,621 | New | Q1 2026 | Apr 02, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,999 | 243 | 0.0% | — | 104 | +5,999 | New | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | New | 6,965 | 240 | 0.0% | — | 105 | +6,965 | New | Q1 2026 | Apr 22, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 6,803 | 234 | 0.17% | 0.16% | 106 | +690 | 11.29% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,377 | 232 | 0.0% | 0.01% | 107 | -1,034 | -23.44% | Q1 2026 | May 15, 2026 |
| Fort Sheridan Advisors LLC | History | New | 2,380 | 226 | 0.03% | — | 108 | +2,380 | New | Q1 2026 | May 06, 2026 |
| Summit Trail Advisors, LLC | History | New | 6,513 | 224 | 0.0% | — | 109 | +6,513 | New | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 2,328 | 221 | 0.0% | — | 110 | +2,328 | New | Q1 2026 | May 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 2,285 | 217 | 0.07% | — | 111 | +2,285 | New | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | New | 6,135 | 211 | 0.0% | — | 112 | +6,135 | New | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,847 | 208 | 0.0% | 0.0% | 113 | +339 | 6.15% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 5,931 | 204 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Permanent Capital Management, LP | History | New | 5,580 | 203 | 0.03% | — | 115 | +5,580 | New | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | New | 5,000 | 172 | 0.0% | — | 116 | +5,000 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 3,954 | 148 | 0.0% | — | 117 | +3,954 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 3,772 | 129 | 0.0% | 0.0% | 118 | +1,304 | 52.84% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,900 | 99 | 0.0% | 0.0% | 119 | +2,864 | 7955.56% | Q1 2026 | Jun 02, 2026 |
| Arax Advisory Partners | History | New | 2,710 | 93 | 0.0% | — | 120 | +2,710 | New | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,372 | 81 | 0.0% | 0.0% | 121 | +43 | 1.85% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | No change | 829 | 79 | 0.02% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,108 | 72 | 0.0% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 1,884 | 64 | 0.02% | — | 124 | +1,884 | New | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | No change | 1,764 | 60 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 937 | 50 | 0.0% | 0.0% | 126 | +575 | 158.84% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 635 | 49 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 500 | 47 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,359 | 46 | 0.0% | 0.0% | 130 | -209 | -13.33% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 600 | 46 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clean Yield Group | History | No change | 1,200 | 41 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,090 | 40 | 0.0% | 0.0% | 132 | +1,021 | 1479.71% | Q1 2026 | Apr 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,161 | 39 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SIGNATUREFD, LLC | History | New | 1,000 | 34 | 0.0% | — | 134 | +1,000 | New | Q1 2026 | Apr 07, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | New | 1,000 | 34 | 0.01% | — | 135 | +1,000 | New | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 900 | 30 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 850 | 29 | 0.0% | 0.0% | 137 | +350 | 70.0% | Q1 2026 | Apr 17, 2026 |
| Solstein Capital, LLC | History | Added to | 842 | 28 | 0.01% | 0.0% | 138 | +717 | 573.6% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 702 | 24 | 0.0% | — | 139 | +702 | New | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 245 | 23 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | No change | 241 | 22 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 556 | 19 | 0.01% | — | 142 | +556 | New | Q1 2026 | May 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 194 | 18 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 231 | 17 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 350 | 12 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 311 | 10 | 0.0% | — | 147 | +311 | New | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | No change | 284 | 10 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 100 | 9 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 100 | 9 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 235 | 8 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | New | 207 | 7 | 0.0% | — | 153 | +207 | New | Q1 2026 | Apr 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 76 | 7 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SJS Investment Consulting Inc. | History | No change | 227 | 7 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFS Advisors, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 130 | 4 | 0.0% | — | 158 | +130 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 125 | 4 | 0.0% | 0.0% | 157 | +75 | 150.0% | Q1 2026 | Jun 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 50 | 4 | 0.0% | 0.0% | 156 | -2 | -3.85% | Q1 2026 | May 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 89 | 3 | 0.0% | 0.0% | 160 | -361 | -80.22% | Q1 2026 | Apr 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 100 | 3 | 0.0% | — | 163 | +100 | New | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | New | 97 | 3 | 0.0% | — | 162 | +97 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NorthAvenue LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 86 | 2 | 0.0% | 0.0% | 166 | -152 | -63.87% | Q1 2026 | May 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 25 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ADIRONDACK TRUST CO | History | New | 54 | 1 | 0.0% | — | 172 | +54 | New | Q1 2026 | Apr 03, 2026 |
| Copia Wealth Management | History | Reduced | 35 | 1 | 0.0% | 0.0% | 171 | -1 | -2.78% | Q1 2026 | May 04, 2026 |
| Trust Co | History | No change | 30 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 58 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| SageView Advisory Group, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JDM Financial Group LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.09% | — | -133,862 | -100.0% | Q1 2026 | May 18, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.54% | — | -118,650 | -100.0% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -83,804 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Eagle Strategies LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -54,183 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -48,029 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Closed out | 0 | 0 | — | 0.42% | — | -47,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -35,453 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,605 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,851 | -100.0% | Q1 2026 | May 01, 2026 |
| Ruffer LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -22,400 | -100.0% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,738 | -100.0% | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,442 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,613 | -100.0% | Q1 2026 | May 15, 2026 |
| Pine Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,087 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,592 | -100.0% | Q1 2026 | Apr 14, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -2,142 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,631 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -891 | -100.0% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -287 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Aspect Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 02, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 21, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| Motiv8 Investments LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CURIO WEALTH, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |