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 | No change | 2,081,848 | 80,178 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATAURO, LLC | History | Reduced | 393,850 | 41,900 | 5.15% | 4.62% | 2 | -1,738 | -0.44% | Q3 2026 | Nov 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 849,599 | 32,577 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 720,061 | 27,167 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 632,532 | 25,347 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 266,360 | 19,097 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 451,443 | 17,444 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 324,966 | 15,999 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 151,340 | 13,852 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 277,903 | 11,307 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 128,553 | 7,965 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Axiom Financial Strategies, LLC | History | No change | 83,230 | 7,710 | 2.42% | 2.42% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 152,699 | 5,761 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 75,919 | 5,417 | 0.22% | 0.22% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 86,474 | 5,165 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 133,301 | 5,029 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 120,463 | 4,545 | 0.51% | 0.51% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PERISCOPE CAPITAL INC. | History | No change | 120,000 | 4,527 | 0.4% | 0.4% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 83,245 | 4,149 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NOMURA HOLDINGS INC | History | No change | 104,000 | 3,923 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 82,092 | 3,097 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 72,622 | 3,034 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 72,410 | 2,880 | 0.61% | 0.61% | 23 | -4,298 | -5.6% | Q3 2026 | Oct 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 71,237 | 2,850 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 26,007 | 2,845 | 0.25% | 0.21% | 25 | -50 | -0.19% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 73,041 | 2,758 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 65,344 | 2,599 | 0.13% | 0.13% | 27 | -2,243 | -3.32% | Q3 2026 | Oct 22, 2026 |
| CITIGROUP INC | History | Reduced | 64,268 | 2,571 | 0.0% | 0.0% | 28 | -3,749 | -5.51% | Q3 2026 | Nov 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 66,297 | 2,501 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 65,820 | 2,483 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winter & Associates, Inc. | History | Added to | 22,123 | 2,462 | 1.78% | 1.42% | 31 | +1,746 | 8.57% | Q3 2026 | Oct 23, 2026 |
| HighTower Advisors, LLC | History | No change | 64,335 | 2,427 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 58,032 | 2,392 | 0.01% | 0.01% | 33 | -770 | -1.31% | Q3 2026 | Oct 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 63,125 | 2,380 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 60,000 | 2,263 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 55,415 | 2,204 | 0.47% | 0.15% | 36 | +36,300 | 189.9% | Q3 2026 | Oct 30, 2026 |
| HRT FINANCIAL LP | History | No change | 50,001 | 2,192 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 19,923 | 2,179 | 0.03% | 0.02% | 38 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cerity Partners LLC | History | No change | 43,657 | 2,139 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 54,918 | 2,072 | 0.18% | 0.18% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,780 | 2,034 | 0.01% | 0.0% | 41 | +7,657 | 44.72% | Q3 2026 | Nov 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 53,837 | 2,031 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 20,377 | 1,887 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 16,394 | 1,793 | 0.24% | 0.19% | 44 | +439 | 2.75% | Q3 2026 | Oct 26, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 46,440 | 1,752 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arax Advisory Partners | History | No change | 43,537 | 1,642 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 43,291 | 1,633 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 14,589 | 1,596 | 0.08% | — | 48 | +14,589 | New | Q3 2026 | Oct 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 42,257 | 1,594 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clare Market Investments LLC | History | No change | 40,480 | 1,527 | 0.28% | 0.28% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 40,000 | 1,509 | 0.5% | 0.5% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 16,317 | 1,509 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 39,728 | 1,498 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 31,267 | 1,474 | 0.0% | 0.0% | 54 | -1,215 | -3.74% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,035 | 1,445 | 0.01% | 0.0% | 55 | +12,024 | 597.91% | Q3 2026 | Oct 08, 2026 |
| Creative Planning | History | Added to | 21,271 | 1,350 | 0.0% | 0.0% | 56 | +111 | 0.52% | Q3 2026 | Nov 02, 2026 |
| Kurv Investment Management LLC | History | New | 4,547 | 1,322 | 0.66% | — | 57 | +4,547 | New | Q3 2026 | Oct 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 35,000 | 1,320 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAZ INVESTMENTS LP | History | No change | 12,480 | 1,156 | 0.48% | 0.48% | 59 | 0 | 0.0% | Q2 2026 | Nov 04, 2026 |
| Belvedere Trading LLC | History | No change | 11,800 | 1,093 | 0.0% | 0.0% | 60 | 0 | 0.0% | 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 | No change | 14,969 | 1,017 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 24,319 | 967 | 0.0% | 0.0% | 63 | -47,879 | -66.32% | Q3 2026 | Nov 04, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 25,649 | 967 | 0.44% | 0.44% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 24,108 | 959 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 23,850 | 948 | 0.11% | 0.12% | 66 | -1,500 | -5.92% | Q3 2026 | Oct 28, 2026 |
| Asset Dedication, LLC | History | Reduced | 8,135 | 890 | 0.06% | 0.05% | 67 | -154 | -1.86% | Q3 2026 | Nov 02, 2026 |
| DV Trading LLC | History | No change | 8,500 | 787 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 19,198 | 763 | 0.03% | — | 69 | +19,198 | New | Q3 2026 | Oct 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 6,602 | 722 | 0.01% | 0.01% | 71 | -6,452 | -49.43% | Q3 2026 | Oct 15, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 19,158 | 722 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ignite Planners, LLC | History | Added to | 18,091 | 719 | 0.09% | 0.06% | 73 | +7,312 | 67.84% | Q3 2026 | Oct 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 19,060 | 719 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 16,839 | 669 | 0.16% | 0.32% | 74 | -18,000 | -51.67% | Q3 2026 | Oct 13, 2026 |
| SMART Wealth LLC | History | Reduced | 16,010 | 636 | 0.13% | 0.16% | 75 | -3,200 | -16.66% | Q3 2026 | Nov 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 16,196 | 611 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,843 | 590 | 0.0% | 0.0% | 77 | +5,000 | 50.8% | Q3 2026 | Oct 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 14,637 | 552 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 13,800 | 548 | 0.0% | 0.0% | 79 | +300 | 2.22% | Q3 2026 | Oct 28, 2026 |
| Compound Planning, Inc. | History | No change | 14,266 | 538 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WHITTIER TRUST CO | History | No change | 14,009 | 530 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 13,106 | 521 | 0.01% | 0.01% | 82 | -747 | -5.39% | Q3 2026 | Oct 28, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 12,800 | 509 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Tidal Investments LLC | History | No change | 13,432 | 506 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,143 | 483 | 0.0% | 0.0% | 85 | -3,608 | -22.91% | Q3 2026 | Nov 02, 2026 |
| IFG Advisory, LLC | History | No change | 12,713 | 479 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 5,175 | 479 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,504 | 462 | 0.02% | 0.02% | 88 | +89 | 0.85% | Q3 2026 | Nov 04, 2026 |
| PFG Investments, LLC | History | No change | 8,697 | 462 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Platform Technology Partners | History | Reduced | 11,394 | 453 | 0.07% | 0.07% | 90 | -650 | -5.4% | Q3 2026 | Nov 02, 2026 |
| Herold Advisors, Inc. | History | No change | 10,800 | 429 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Garde Capital, Inc. | History | No change | 10,780 | 428 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 10,969 | 413 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 4,334 | 401 | 0.15% | 0.15% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 10,181 | 384 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Burford Brothers, Inc. | History | Reduced | 3,493 | 382 | 0.14% | 0.12% | 96 | -8 | -0.23% | Q3 2026 | Oct 21, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 3,477 | 380 | 0.03% | 0.02% | 97 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Advyzon Investment Management, LLC | History | No change | 9,689 | 365 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 3,893 | 360 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighPoint Advisor Group LLC | History | No change | 3,735 | 346 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 9,009 | 339 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,559 | 329 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 7,956 | 316 | 0.2% | 0.17% | 104 | +868 | 12.25% | Q3 2026 | Oct 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 8,387 | 316 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 8,295 | 312 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sidoxia Capital Management, LLC | History | Reduced | 7,249 | 288 | 0.2% | 0.21% | 107 | -477 | -6.17% | Q3 2026 | Oct 28, 2026 |
| Moors & Cabot, Inc. | History | No change | 7,648 | 288 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| City Center Advisors, LLC | History | New | 7,215 | 287 | 0.22% | — | 110 | +7,215 | New | Q3 2026 | Oct 07, 2026 |
| BRIGHTON JONES LLC | History | No change | 7,220 | 287 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,103 | 287 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,434 | 280 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 7,112 | 268 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 2,434 | 266 | 0.01% | — | 114 | +2,434 | New | Q3 2026 | Oct 29, 2026 |
| NewEdge Wealth, LLC | History | No change | 7,070 | 266 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,932 | 256 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | No change | 6,567 | 251 | 0.16% | 0.16% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 6,513 | 245 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 2,226 | 243 | 0.0% | — | 118 | +2,226 | New | Q3 2026 | Oct 30, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,225 | 234 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,377 | 232 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,792 | 227 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 5,931 | 223 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | No change | 5,570 | 221 | 0.02% | 0.01% | 123 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 2,380 | 220 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Obermeyer Wealth Partners | History | New | 5,496 | 218 | 0.01% | — | 125 | +5,496 | New | Q3 2026 | Oct 21, 2026 |
| Hilltop Holdings Inc. | History | No change | 5,690 | 214 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Permanent Capital Management, LP | History | No change | 5,580 | 210 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Persium Advisors, LLC | History | New | 5,200 | 206 | 0.11% | — | 129 | +5,200 | New | Q3 2026 | Oct 07, 2026 |
| CERTUITY, LLC | History | New | 5,190 | 206 | 0.01% | — | 128 | +5,190 | New | Q3 2026 | Nov 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,356 | 202 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,597 | 127 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grove Bank & Trust | History | No change | 1,000 | 109 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| GK Wealth Management LLC | History | New | 2,098 | 83 | 0.05% | — | 133 | +2,098 | New | Q3 2026 | Oct 09, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,108 | 79 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 829 | 76 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,884 | 71 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidemark, LLC | History | No change | 1,764 | 66 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,600 | 63 | 0.0% | 0.0% | 138 | +500 | 45.45% | Q3 2026 | Nov 03, 2026 |
| William Mack & Associates, Inc. | History | New | 550 | 60 | 0.02% | — | 139 | +550 | New | Q3 2026 | Oct 27, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,500 | 59 | 0.02% | 0.01% | 140 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,426 | 56 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Luminist Capital LLC | History | No change | 1,494 | 56 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clean Yield Group | History | No change | 1,200 | 47 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 500 | 46 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,161 | 46 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,000 | 39 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 921 | 35 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 850 | 32 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nova Financial LLC | History | New | 750 | 29 | 0.01% | — | 149 | +750 | New | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 725 | 27 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 700 | 27 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 241 | 26 | 0.0% | — | 152 | +241 | New | Q3 2026 | Oct 21, 2026 |
| SouthState Bank Corp | History | No change | 676 | 25 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 231 | 25 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 245 | 22 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 540 | 20 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 194 | 17 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 350 | 13 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McCarley & Cook Financial Planners | History | No change | 121 | 13 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 121 | 11 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 284 | 11 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 100 | 10 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 118 | 10 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 100 | 9 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 227 | 9 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 177 | 7 | 0.0% | 0.0% | 166 | -170 | -48.99% | Q3 2026 | Oct 26, 2026 |
| Signature Equity Partners, LLC | History | Added to | 180 | 7 | 0.0% | 0.0% | 169 | +70 | 63.64% | Q3 2026 | Oct 29, 2026 |
| IFS Advisors, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 76 | 7 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 129 | 5 | 0.0% | — | 171 | +129 | New | Q3 2026 | Oct 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Smartleaf Asset Management LLC | History | No change | 130 | 4 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Reduced | 33 | 3 | 0.0% | 0.0% | 174 | -13 | -28.26% | Q3 2026 | Oct 21, 2026 |
| NorthAvenue LLC | History | Reduced | 28 | 3 | 0.0% | 0.0% | 177 | -7 | -20.0% | Q3 2026 | Oct 29, 2026 |
| FMR LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 97 | 3 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Bangor Savings Bank | History | Added to | 60 | 2 | 0.0% | 0.0% | 181 | +30 | 100.0% | Q3 2026 | Oct 06, 2026 |
| Hughes Financial Services, LLC | History | New | 20 | 2 | 0.0% | — | 185 | +20 | New | Q3 2026 | Oct 30, 2026 |
| CITY HOLDING CO | History | No change | 52 | 2 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 25 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ADIRONDACK TRUST CO | History | No change | 54 | 2 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 61 | 2 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Trust Co | History | No change | 30 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| JDM Financial Group LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pettinga Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -16,407 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Fiduciary Alliance LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,830 | -100.0% | Q3 2026 | Oct 13, 2026 |
| TCFG Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,464 | -100.0% | Q3 2026 | Oct 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,345 | -100.0% | Q3 2026 | Oct 26, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,676 | -100.0% | Q3 2026 | Oct 14, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,245 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -957 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Oct 14, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 23, 2026 |
| Blue Trust, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 15, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Aspect Partners, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |