iSHARES TRUST - USXF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,786,661 | 153,823 | 0.04% | 0.05% | 1 | +119,629 | 4.49% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 2,370,895 | 130,873 | 0.0% | 0.0% | 2 | +40,235 | 1.73% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 970,064 | 53,547 | 0.01% | 0.01% | 3 | +72,139 | 8.03% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 876,093 | 48,360 | 0.04% | 0.05% | 4 | +45,550 | 5.48% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 518,560 | 28,624 | 0.16% | 0.11% | 5 | -7,130 | -1.36% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 520,923 | 27,770 | 0.0% | 0.0% | 6 | +19,970 | 3.99% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 371,876 | 20,527 | 0.02% | 0.02% | 7 | +13,949 | 3.9% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 310,256 | 17,126 | 0.13% | 0.15% | 8 | +4,766 | 1.56% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Added to | 290,020 | 16,009 | 0.06% | 0.07% | 9 | +2,468 | 0.86% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | New | 229,221 | 14,225 | 0.21% | — | 10 | +229,221 | New | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Added to | 232,254 | 12,820 | 0.01% | 0.01% | 11 | +3,668 | 1.6% | Q1 2026 | May 13, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 227,786 | 12,573 | 4.37% | 4.78% | 12 | -13,890 | -5.75% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 165,104 | 9,113 | 0.03% | 0.03% | 13 | -17,980 | -9.82% | Q1 2026 | May 04, 2026 |
| SPINNAKER TRUST | History | Reduced | 155,960 | 8,608 | 0.48% | 0.49% | 14 | -4,610 | -2.87% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Added to | 137,108 | 7,568 | 0.0% | 0.0% | 15 | +16,450 | 13.63% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 133,772 | 7,384 | 0.0% | 0.0% | 16 | +15,662 | 13.26% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 131,211 | 7,243 | 0.0% | 0.0% | 17 | -50,763 | -27.9% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 129,642 | 7,156 | 0.0% | 0.0% | 18 | +9,731 | 8.12% | Q1 2026 | May 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 126,785 | 6,998 | 1.06% | 1.04% | 19 | +7,719 | 6.48% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Added to | 106,085 | 5,855 | 0.01% | 0.01% | 20 | +21,878 | 25.98% | Q1 2026 | May 15, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 104,099 | 5,746 | 4.03% | 4.2% | 21 | +1,507 | 1.47% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 103,795 | 5,729 | 0.0% | 0.0% | 22 | +246 | 0.24% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 100,458 | 5,545 | 0.06% | 0.07% | 23 | -4,160 | -3.98% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 96,470 | 5,325 | 0.01% | 0.01% | 24 | +569 | 0.59% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 95,906 | 5,294 | 0.03% | 0.01% | 25 | +61,065 | 175.27% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 93,966 | 5,186 | 0.02% | 0.01% | 26 | +32,258 | 52.28% | Q1 2026 | May 11, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 93,408 | 5,156 | 2.34% | 2.38% | 27 | +10,182 | 12.23% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Management, LLC | History | Added to | 85,845 | 4,738 | 1.99% | 0.25% | 28 | +77,874 | 976.97% | Q1 2026 | Apr 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 81,964 | 4,464 | 0.01% | 0.01% | 29 | -2,022 | -2.41% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 78,747 | 4,346 | 0.01% | 0.01% | 30 | +1,224 | 1.58% | Q1 2026 | May 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 77,300 | 4,266 | 0.0% | 0.01% | 31 | -12,700 | -14.11% | Q1 2026 | May 04, 2026 |
| SOFI WEALTH, LLC | History | Added to | 73,467 | 4,055 | 0.2% | 0.17% | 32 | +14,616 | 24.84% | Q1 2026 | May 05, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 72,193 | 3,985 | 0.5% | 0.52% | 33 | -2,360 | -3.17% | Q1 2026 | Apr 21, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 71,447 | 3,943 | 3.26% | 3.4% | 34 | +5,893 | 8.99% | Q1 2026 | Apr 22, 2026 |
| Accredited Investors Inc. | History | Reduced | 70,646 | 3,899 | 0.21% | 0.22% | 35 | -1,452 | -2.01% | Q1 2026 | Apr 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 69,421 | 3,832 | 0.51% | 0.55% | 36 | +897 | 1.31% | Q1 2026 | Apr 28, 2026 |
| Atwater Malick LLC | History | No change | 68,225 | 3,766 | 1.02% | 1.08% | 37 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 67,306 | 3,715 | 0.01% | 0.01% | 38 | -1,516 | -2.2% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 66,456 | 3,668 | 0.0% | 0.0% | 39 | -12,530 | -15.86% | Q1 2026 | May 15, 2026 |
| GenWealth Group, Inc. | History | Added to | 64,975 | 3,586 | 0.61% | 0.64% | 40 | +1,411 | 2.22% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 62,838 | 3,468 | 0.03% | 0.02% | 41 | +40,129 | 176.71% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 59,405 | 3,279 | 0.01% | 0.01% | 42 | -1,327 | -2.19% | Q1 2026 | Apr 30, 2026 |
| Optas, LLC | History | Added to | 58,260 | 3,215 | 0.49% | 0.3% | 43 | +24,486 | 72.5% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 57,618 | 3,180 | 0.0% | 0.0% | 44 | +4,150 | 7.76% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 55,706 | 3,101 | 0.05% | 0.04% | 45 | +20,185 | 56.83% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 53,617 | 2,959 | 0.02% | 0.02% | 46 | +979 | 1.86% | Q1 2026 | May 05, 2026 |
| CGC Financial Services, LLC | History | Reduced | 53,270 | 2,940 | 0.85% | 0.86% | 47 | -2,643 | -4.73% | Q1 2026 | Apr 13, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 51,564 | 2,846 | 0.19% | 0.2% | 48 | +470 | 0.92% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 50,602 | 2,793 | 0.1% | 0.11% | 49 | +896 | 1.8% | Q1 2026 | May 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 42,655 | 2,717 | 0.37% | 0.38% | 50 | -868 | -1.99% | Q1 2026 | Apr 28, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 48,204 | 2,660 | 0.7% | 0.69% | 51 | +5,152 | 11.97% | Q1 2026 | Apr 21, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 47,904 | 2,644 | 1.7% | 3.48% | 52 | -47,883 | -49.99% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | New | 45,746 | 2,525 | 0.02% | — | 53 | +45,746 | New | Q1 2026 | May 06, 2026 |
| Opes Wealth Management LLC | History | No change | 45,274 | 2,499 | 0.41% | 0.42% | 54 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 44,836 | 2,474 | 0.02% | 0.02% | 55 | -5,652 | -11.19% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 41,165 | 2,369 | 0.02% | 0.02% | 56 | -440 | -1.06% | Q1 2026 | May 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 42,555 | 2,349 | 0.41% | 0.42% | 57 | +1,580 | 3.86% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 41,168 | 2,270 | 0.01% | 0.01% | 58 | -207 | -0.5% | Q1 2026 | May 15, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 40,680 | 2,245 | 0.71% | 0.74% | 59 | -1,899 | -4.46% | Q1 2026 | Apr 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 39,030 | 2,154 | 0.0% | 0.0% | 60 | +5,834 | 17.57% | Q1 2026 | May 05, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 38,685 | 2,135 | 0.29% | 0.28% | 61 | -239 | -0.61% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Added to | 38,471 | 2,123 | 0.01% | 0.01% | 62 | +14,565 | 60.93% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 38,111 | 2,103 | 0.02% | 0.03% | 63 | -1,195 | -3.04% | Q1 2026 | Apr 28, 2026 |
| Skyline Advisors, Inc. | History | Added to | 37,594 | 2,075 | 0.72% | 0.67% | 64 | +2,674 | 7.66% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 36,746 | 2,028 | 0.02% | 0.01% | 65 | +11,776 | 47.16% | Q1 2026 | Apr 15, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 35,691 | 1,970 | 1.36% | 1.06% | 67 | +9,160 | 34.53% | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 35,689 | 1,970 | 0.04% | 0.03% | 66 | +3,133 | 9.62% | Q1 2026 | Apr 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 35,668 | 1,968 | 0.01% | 0.01% | 68 | -2,869 | -7.44% | Q1 2026 | May 08, 2026 |
| Values Added Financial LLC | History | Added to | 34,897 | 1,926 | 0.81% | 0.67% | 69 | +7,293 | 26.42% | Q1 2026 | Apr 20, 2026 |
| Haverford Trust Co | History | Added to | 34,476 | 1,903 | 0.02% | 0.02% | 70 | +15 | 0.04% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 33,150 | 1,829 | 0.01% | 0.01% | 71 | +4,121 | 14.2% | Q1 2026 | Apr 30, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 32,523 | 1,795 | 1.49% | 1.54% | 72 | +271 | 0.84% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 31,046 | 1,713 | 0.18% | 0.24% | 73 | +176 | 0.57% | Q1 2026 | Apr 23, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 29,588 | 1,633 | 0.05% | 1.15% | 74 | -640,667 | -95.59% | Q1 2026 | Apr 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 29,445 | 1,625 | 0.07% | 0.06% | 75 | +2,392 | 8.84% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 29,247 | 1,614 | 0.0% | 0.0% | 76 | +8,938 | 44.01% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 28,405 | 1,579 | 0.0% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 26,550 | 1,465 | 0.01% | 0.01% | 78 | +1,652 | 6.64% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Reduced | 26,493 | 1,462 | 0.12% | 0.12% | 79 | -1,322 | -4.75% | Q1 2026 | Apr 10, 2026 |
| VERITY Wealth Advisors | History | Added to | 26,236 | 1,448 | 0.97% | 0.93% | 80 | +205 | 0.79% | Q1 2026 | Apr 09, 2026 |
| CWM, LLC | History | Added to | 25,813 | 1,424 | 0.0% | 0.0% | 81 | +4,396 | 20.53% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,918 | 1,331 | 0.01% | 0.01% | 82 | +1,381 | 6.13% | Q1 2026 | Apr 07, 2026 |
| Clarius Group, LLC | History | No change | 22,657 | 1,304 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Diversified Trust Co | History | Added to | 22,714 | 1,253 | 0.02% | 0.02% | 84 | +80 | 0.35% | Q1 2026 | Apr 16, 2026 |
| RKL Wealth Management LLC | History | Added to | 21,690 | 1,197 | 0.11% | 0.1% | 85 | +48 | 0.22% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 21,487 | 1,186 | 0.0% | 0.0% | 86 | +1,320 | 6.55% | Q1 2026 | May 07, 2026 |
| Austin Private Wealth, LLC | History | No change | 20,470 | 1,178 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| National Wealth Management Group, LLC | History | Added to | 21,190 | 1,169 | 0.44% | 0.34% | 88 | +4,091 | 23.93% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 20,982 | 1,158 | 0.02% | 0.02% | 89 | -346 | -1.62% | Q1 2026 | Apr 17, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 20,769 | 1,146 | 0.67% | 0.72% | 90 | +299 | 1.46% | Q1 2026 | Apr 21, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 20,162 | 1,112 | 0.31% | 0.34% | 91 | -1,141 | -5.36% | Q1 2026 | Apr 08, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 19,832 | 1,094 | 0.34% | 0.25% | 92 | -20 | -0.1% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 19,269 | 1,063 | 0.03% | 0.01% | 93 | +13,940 | 261.59% | Q1 2026 | May 14, 2026 |
| MA Private Wealth | History | No change | 19,169 | 1,058 | 0.18% | 0.18% | 94 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 18,361 | 1,013 | 0.02% | 0.02% | 95 | +346 | 1.92% | Q1 2026 | May 14, 2026 |
| Aufman Associates Inc | History | Added to | 18,188 | 1,003 | 0.49% | 0.49% | 96 | +1,603 | 9.67% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 17,397 | 960 | 0.0% | 0.0% | 97 | -240 | -1.36% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 16,871 | 931 | 0.07% | 0.07% | 98 | +670 | 4.14% | Q1 2026 | May 15, 2026 |
| Stewardship Advisors, LLC | History | Added to | 16,665 | 919 | 0.21% | 0.22% | 99 | +494 | 3.05% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,498 | 910 | 0.0% | 0.0% | 100 | -1,058 | -6.03% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 16,250 | 897 | 0.03% | 0.03% | 101 | +11,147 | 218.44% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 15,376 | 848 | 0.02% | 0.02% | 102 | +325 | 2.16% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 15,210 | 839 | 0.02% | 0.02% | 103 | -24 | -0.16% | Q1 2026 | Apr 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,072 | 831 | 0.01% | 0.01% | 104 | +2,952 | 24.36% | Q1 2026 | Apr 20, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 14,903 | 822 | 0.1% | 0.11% | 105 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 14,635 | 807 | 0.24% | 0.26% | 106 | -378 | -2.52% | Q1 2026 | Apr 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 14,615 | 806 | 0.08% | 0.08% | 107 | +40 | 0.27% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 14,304 | 789 | 0.01% | 0.01% | 108 | +36 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 13,866 | 765 | 0.04% | 0.05% | 109 | -435 | -3.04% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 13,574 | 749 | 0.02% | 0.02% | 110 | -307 | -2.21% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,767 | 740 | 0.0% | 0.0% | 111 | +6,653 | 93.52% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 13,049 | 720 | 0.01% | 0.01% | 112 | -183 | -1.38% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 12,821 | 707 | 0.01% | 0.01% | 113 | +3,929 | 44.19% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 12,558 | 693 | 0.02% | 0.01% | 114 | +5,509 | 78.15% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,552 | 692 | 0.03% | 0.03% | 115 | +273 | 2.22% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,008 | 691 | 0.01% | 0.02% | 116 | +3,339 | 43.54% | Q1 2026 | May 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 11,910 | 657 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 11,881 | 655 | 0.0% | 0.0% | 118 | +2,173 | 22.38% | Q1 2026 | May 05, 2026 |
| JMG Financial Group, Ltd. | History | No change | 11,633 | 642 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Asempa Wealth Advisors | History | No change | 11,548 | 642 | 0.56% | 0.57% | 120 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,623 | 641 | 0.01% | 0.01% | 121 | -5,853 | -33.49% | Q1 2026 | Apr 20, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 11,588 | 639 | 0.01% | 0.01% | 122 | -487 | -4.03% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11,492 | 634 | 0.0% | 0.0% | 123 | -45 | -0.39% | Q1 2026 | May 13, 2026 |
| eCIO, Inc. | History | Reduced | 11,346 | 626 | 0.28% | 0.33% | 124 | -787 | -6.49% | Q1 2026 | Apr 14, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 9,974 | 625 | 0.27% | 0.24% | 126 | +199 | 2.04% | Q1 2026 | May 04, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 11,324 | 625 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 11,254 | 621 | 0.0% | 0.0% | 127 | -5,525 | -32.93% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,559 | 582 | 0.0% | 0.0% | 128 | +2,802 | 36.12% | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,492 | 581 | 0.02% | 0.02% | 129 | -1,104 | -9.52% | Q1 2026 | Apr 07, 2026 |
| Navigation Group, LLC | History | New | 10,470 | 577 | 0.14% | — | 130 | +10,470 | New | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | New | 9,906 | 546 | 0.01% | — | 131 | +9,906 | New | Q1 2026 | Apr 16, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,749 | 538 | 0.01% | 0.01% | 132 | -448 | -4.39% | Q1 2026 | May 15, 2026 |
| Keystone Financial Services | History | Added to | 9,736 | 537 | 0.16% | 0.17% | 133 | +19 | 0.2% | Q1 2026 | May 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 9,662 | 533 | 0.03% | 0.03% | 134 | +4,790 | 98.32% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,522 | 532 | 0.0% | 0.0% | 135 | -14,337 | -60.09% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Added to | 9,369 | 517 | 0.01% | 0.01% | 136 | +749 | 8.69% | Q1 2026 | May 05, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 9,292 | 512 | 0.2% | 0.22% | 138 | -159 | -1.68% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,290 | 512 | 0.01% | 0.01% | 137 | +116 | 1.26% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 9,108 | 502 | 0.01% | 0.01% | 139 | +1,124 | 14.08% | Q1 2026 | May 01, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 8,837 | 487 | 0.25% | 0.22% | 140 | -14 | -0.16% | Q1 2026 | Apr 21, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 8,802 | 485 | 0.33% | 0.34% | 141 | +49 | 0.56% | Q1 2026 | May 04, 2026 |
| West Wealth Group, LLC | History | Reduced | 8,572 | 473 | 0.09% | 0.12% | 142 | -1,621 | -15.9% | Q1 2026 | May 11, 2026 |
| F/m Investments LLC | History | Reduced | 8,456 | 466 | 0.03% | 0.02% | 143 | -2,475 | -22.64% | Q1 2026 | May 11, 2026 |
| Crew Capital Management, Ltd | History | Reduced | 8,456 | 466 | 0.31% | 0.4% | 144 | -2,475 | -22.64% | Q1 2026 | Apr 22, 2026 |
| WIN ADVISORS, INC | History | New | 8,323 | 459 | 0.21% | — | 146 | +8,323 | New | Q1 2026 | May 01, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 8,316 | 459 | 0.12% | 0.13% | 145 | -33 | -0.4% | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8,232 | 454 | 0.01% | 0.02% | 147 | +290 | 3.65% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 8,221 | 453 | 0.16% | 0.16% | 148 | -30 | -0.36% | Q1 2026 | May 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 8,189 | 452 | 0.03% | 0.03% | 149 | -25 | -0.3% | Q1 2026 | May 06, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 8,087 | 446 | 0.01% | 0.01% | 150 | +1,702 | 26.66% | Q1 2026 | May 13, 2026 |
| GTS FINANCIAL, LLC | History | New | 9,521 | 444 | 0.35% | — | 151 | +9,521 | New | Q1 2026 | May 19, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 6,954 | 442 | 0.06% | 0.0% | 152 | +6,490 | 1398.71% | Q1 2026 | May 06, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 7,934 | 437 | 0.13% | 0.09% | 153 | +2,531 | 46.84% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,902 | 436 | 0.01% | 0.01% | 154 | +3,528 | 80.66% | Q1 2026 | May 15, 2026 |
| KWB Wealth | History | Reduced | 7,574 | 436 | 0.04% | 0.04% | 155 | -600 | -7.34% | Q1 2026 | Apr 08, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 7,800 | 430 | 0.0% | 0.0% | 156 | -600 | -7.14% | Q1 2026 | May 07, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 7,648 | 422 | 0.13% | 0.13% | 157 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,532 | 415 | 0.0% | 0.0% | 158 | +311 | 4.31% | Q1 2026 | May 08, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 7,405 | 408 | 0.12% | 0.11% | 159 | +1,205 | 19.44% | Q1 2026 | Apr 20, 2026 |
| Attessa Capital LLC | History | Reduced | 7,354 | 405 | 0.22% | 0.25% | 160 | -496 | -6.32% | Q1 2026 | Apr 07, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 7,219 | 398 | 0.09% | 0.08% | 161 | +888 | 14.03% | Q1 2026 | May 08, 2026 |
| EQ LLC | History | Added to | 7,128 | 393 | 0.11% | 0.11% | 162 | +674 | 10.44% | Q1 2026 | May 06, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 7,018 | 387 | 0.16% | 0.21% | 163 | -1,541 | -18.0% | Q1 2026 | Apr 21, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 6,927 | 382 | 0.03% | 0.03% | 164 | +15 | 0.22% | Q1 2026 | May 05, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 6,820 | 376 | 0.19% | 0.21% | 165 | -370 | -5.15% | Q1 2026 | Apr 16, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 6,538 | 360 | 0.08% | 0.09% | 166 | -126 | -1.89% | Q1 2026 | Apr 28, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 6,514 | 359 | 0.04% | 0.04% | 167 | +383 | 6.25% | Q1 2026 | Apr 30, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 6,494 | 358 | 0.11% | 0.11% | 168 | +539 | 9.05% | Q1 2026 | Apr 20, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 6,453 | 356 | 0.12% | 0.14% | 169 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,440 | 355 | 0.0% | 0.0% | 170 | -853 | -11.7% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 6,345 | 350 | 0.0% | 0.0% | 171 | -256 | -3.88% | Q1 2026 | May 12, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 6,019 | 332 | 0.1% | 0.11% | 172 | +13 | 0.22% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 5,978 | 329 | 0.05% | 0.07% | 173 | -2,478 | -29.3% | Q1 2026 | Apr 24, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 5,263 | 327 | 0.01% | 0.01% | 174 | +334 | 6.78% | Q1 2026 | Apr 24, 2026 |
| Financially in Tune, LLC | History | Added to | 5,850 | 322 | 0.28% | 0.31% | 175 | +55 | 0.95% | Q1 2026 | Apr 22, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 5,743 | 317 | 0.08% | 0.08% | 176 | -9 | -0.16% | Q1 2026 | May 05, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 5,742 | 316 | 0.01% | 0.03% | 177 | -5,142 | -47.24% | Q1 2026 | Apr 21, 2026 |
| Keel Point, LLC | History | No change | 5,466 | 314 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 5,646 | 311 | 0.02% | 0.02% | 179 | +138 | 2.51% | Q1 2026 | Apr 29, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 5,528 | 305 | 0.32% | 0.35% | 180 | -392 | -6.62% | Q1 2026 | Apr 23, 2026 |
| Maia Wealth LLC | History | Reduced | 5,419 | 299 | 0.05% | 0.07% | 181 | -1,600 | -22.8% | Q1 2026 | May 08, 2026 |
| Bison Wealth, LLC | History | No change | 4,434 | 294 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 5,322 | 293 | 0.08% | 0.1% | 183 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Trilogy Capital Inc. | History | Added to | 5,282 | 291 | 0.01% | 0.01% | 184 | +865 | 19.58% | Q1 2026 | Apr 21, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 5,256 | 290 | 0.28% | 0.29% | 185 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WBH ADVISORY INC | History | Reduced | 5,177 | 288 | 0.02% | 0.02% | 186 | -37 | -0.71% | Q1 2026 | Apr 27, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 5,215 | 287 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | No change | 5,161 | 284 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vantus Wealth LLC | History | No change | 4,922 | 283 | 0.21% | 0.21% | 189 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 5,118 | 282 | 0.03% | 0.03% | 190 | -63 | -1.22% | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | Reduced | 5,094 | 281 | 0.01% | 0.01% | 191 | -11 | -0.22% | Q1 2026 | May 15, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 5,045 | 278 | 0.06% | 0.06% | 192 | -106 | -2.06% | Q1 2026 | Apr 10, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 5,035 | 277 | 0.04% | 0.03% | 193 | +962 | 23.62% | Q1 2026 | Apr 15, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | New | 4,988 | 275 | 0.05% | — | 194 | +4,988 | New | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,975 | 274 | 0.01% | 0.01% | 195 | +339 | 7.31% | Q1 2026 | Apr 15, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 4,922 | 272 | 0.09% | 0.1% | 196 | +11 | 0.22% | Q1 2026 | Apr 08, 2026 |
| Traveka Wealth, LLC | History | Added to | 4,888 | 269 | 0.1% | 0.1% | 197 | +435 | 9.77% | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 4,872 | 268 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 4,832 | 266 | 0.01% | 0.01% | 199 | -390 | -7.47% | Q1 2026 | Apr 28, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 4,700 | 259 | 0.14% | 0.14% | 200 | -76 | -1.59% | Q1 2026 | Apr 21, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 4,622 | 255 | 0.08% | 0.08% | 201 | +154 | 3.45% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 4,583 | 252 | 0.0% | 0.0% | 202 | +704 | 18.15% | Q1 2026 | May 14, 2026 |
| Northern Capital Management, Inc. | History | No change | 4,455 | 245 | 0.12% | 0.14% | 203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,425 | 244 | 0.0% | 0.0% | 204 | -167 | -3.64% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,748 | 235 | 0.02% | 0.02% | 205 | -182 | -4.63% | Q1 2026 | May 01, 2026 |
| ArborFi Advisors, LLC | History | New | 4,223 | 233 | 0.19% | — | 206 | +4,223 | New | Q1 2026 | Apr 29, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 4,086 | 225 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 3,888 | 223 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| JB Capital LLC | History | Reduced | 3,951 | 218 | 0.01% | 0.01% | 209 | -149 | -3.63% | Q1 2026 | Apr 27, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,937 | 217 | 0.01% | 0.01% | 211 | +137 | 3.61% | Q1 2026 | Apr 14, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 3,932 | 217 | 0.04% | 0.04% | 210 | +8 | 0.2% | Q1 2026 | May 06, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 3,922 | 216 | 0.14% | 0.14% | 212 | -9 | -0.23% | Q1 2026 | Apr 15, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 3,873 | 213 | 0.13% | 0.17% | 214 | -94 | -2.37% | Q1 2026 | May 05, 2026 |
| Madison Wealth Partners, Inc | History | No change | 3,874 | 213 | 0.03% | 0.04% | 213 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 3,832 | 211 | 0.04% | — | 215 | +3,832 | New | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 3,820 | 210 | 0.0% | 0.0% | 216 | +151 | 4.12% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,760 | 207 | 0.0% | 0.0% | 217 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | New | 3,701 | 204 | 0.02% | — | 219 | +3,701 | New | Q1 2026 | May 12, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 3,706 | 204 | 0.01% | 0.01% | 218 | -282 | -7.07% | Q1 2026 | Apr 21, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 3,674 | 202 | 0.01% | 0.01% | 220 | +6 | 0.16% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,625 | 200 | 0.0% | 0.01% | 222 | +53 | 1.48% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,631 | 200 | 0.0% | 0.0% | 221 | +9 | 0.25% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,537 | 195 | 0.0% | 0.0% | 223 | -653 | -15.58% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,500 | 192 | 0.0% | 0.0% | 224 | +1,800 | 105.88% | Q1 2026 | May 14, 2026 |
| Acropolis Investment Management, LLC | History | New | 3,400 | 187 | 0.01% | — | 225 | +3,400 | New | Q1 2026 | Apr 09, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 3,107 | 171 | 0.03% | 0.03% | 226 | +19 | 0.62% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 2,809 | 156 | 0.03% | 0.03% | 227 | +911 | 48.0% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,778 | 153 | 0.0% | 0.09% | 228 | -388,200 | -99.29% | Q1 2026 | May 13, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 2,405 | 132 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,346 | 130 | 0.01% | 0.04% | 230 | -7,285 | -75.64% | Q1 2026 | May 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,193 | 121 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 1,987 | 114 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,933 | 106 | 0.0% | — | 234 | +1,933 | New | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,852 | 106 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | New | 1,915 | 105 | 0.0% | — | 236 | +1,915 | New | Q1 2026 | May 19, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,920 | 105 | 0.02% | 0.02% | 235 | +4 | 0.21% | Q1 2026 | Apr 24, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,761 | 97 | 0.01% | 0.0% | 237 | +759 | 75.75% | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 1,690 | 93 | 0.01% | 0.01% | 238 | -67 | -3.81% | Q1 2026 | Apr 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,600 | 88 | 0.02% | — | 239 | +1,600 | New | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | Added to | 1,456 | 80 | 0.02% | 0.02% | 240 | +1 | 0.07% | Q1 2026 | May 04, 2026 |
| Rossmore Private Capital | History | No change | 1,403 | 77 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,187 | 68 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,060 | 58 | 0.0% | — | 243 | +1,060 | New | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,023 | 56 | 0.04% | 0.05% | 244 | +39 | 3.96% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 998 | 55 | 0.0% | 0.0% | 245 | +19 | 1.94% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 932 | 51 | 0.0% | — | 246 | +932 | New | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | No change | 907 | 50 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Investors Research Corp | History | Added to | 839 | 46 | 0.01% | 0.01% | 248 | +290 | 52.82% | Q1 2026 | Apr 03, 2026 |
| NBC SECURITIES, INC. | History | No change | 825 | 45 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | No change | 803 | 44 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BIRCHBROOK, INC. | History | No change | 814 | 44 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 795 | 43 | 0.0% | 0.0% | 252 | +80 | 11.19% | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | Added to | 662 | 36 | 0.0% | 0.0% | 253 | +604 | 1041.38% | Q1 2026 | Apr 28, 2026 |
| EFG International AG | History | New | 615 | 33 | 0.0% | — | 254 | +615 | New | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | No change | 526 | 29 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 492 | 26 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 469 | 25 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 407 | 23 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 383 | 21 | 0.0% | 0.0% | 259 | +269 | 235.96% | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 299 | 16 | 0.0% | 0.0% | 260 | +3 | 1.01% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 282 | 15 | 0.0% | 0.0% | 261 | -25 | -8.14% | Q1 2026 | Apr 13, 2026 |
| Kennebec Savings Bank | History | New | 260 | 14 | 0.01% | — | 263 | +260 | New | Q1 2026 | Apr 17, 2026 |
| Kilter Group LLC | History | Added to | 261 | 14 | 0.01% | 0.01% | 262 | +13 | 5.24% | Q1 2026 | May 14, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 243 | 13 | 0.01% | 0.03% | 264 | -578 | -70.4% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | New | 209 | 11 | 0.0% | — | 266 | +209 | New | Q1 2026 | Apr 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 216 | 11 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 160 | 8 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NFSG Corp | History | No change | 130 | 7 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 111 | 6 | 0.0% | 0.0% | 269 | -7,348 | -98.51% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | No change | 107 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 107 | 5 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | No change | 50 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Key Capital Management, INC | History | No change | 37 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Raleigh Capital Management Inc. | History | New | 23 | 1 | 0.0% | — | 278 | +23 | New | Q1 2026 | Apr 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -47,035 | -100.0% | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -30,757 | -100.0% | Q1 2026 | Apr 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,033 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,752 | -100.0% | Q1 2026 | May 15, 2026 |
| Dana Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,652 | -100.0% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,537 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,394 | -100.0% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,929 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -4,573 | -100.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -4,235 | -100.0% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,062 | -100.0% | Q1 2026 | May 12, 2026 |
| Insight Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,668 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Buttonwood Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,589 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -3,572 | -100.0% | Q1 2026 | May 04, 2026 |
| Wealth Group Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -3,569 | -100.0% | Q1 2026 | Apr 10, 2026 |
| FIRST NATIONAL TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -3,525 | -100.0% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,265 | -100.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -921 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -421 | -100.0% | Q1 2026 | May 11, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -224 | -100.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q1 2026 | May 13, 2026 |