ETFis Series Trust I - UTES
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 2,112,591 | 168,605 | 0.01% | 0.02% | 1 | -1,265,407 | -37.46% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 1,184,908 | 94,674 | 0.03% | 0.02% | 2 | +31,555 | 2.74% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 821,557 | 65,642 | 0.0% | 0.0% | 3 | +292,638 | 55.33% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 562,161 | 44,917 | 0.07% | 0.06% | 4 | +34,501 | 6.54% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 400,747 | 32,019 | 0.0% | 0.01% | 5 | -356,965 | -47.11% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 350,186 | 27,980 | 0.03% | 0.02% | 6 | +68,903 | 24.5% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 244,265 | 19,516 | 0.01% | 0.0% | 7 | +46,796 | 23.7% | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 215,234 | 17,197 | 0.94% | 0.9% | 8 | +16,439 | 8.27% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 197,494 | 15,779 | 0.37% | — | 9 | +197,494 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 195,497 | 15,620 | 0.17% | — | 10 | +195,497 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 188,817 | 15,086 | 0.02% | 0.02% | 11 | +35,203 | 22.92% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 187,722 | 14,998 | 0.02% | 0.02% | 12 | -72,930 | -27.98% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 186,871 | 14,928 | 0.0% | 0.0% | 13 | -2,816 | -1.48% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 184,322 | 14,727 | 0.0% | 0.0% | 14 | +35,759 | 24.07% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 162,065 | 12,949 | 0.03% | 0.06% | 15 | -133,625 | -45.19% | Q1 2026 | Apr 30, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 158,906 | 12,696 | 3.36% | 3.22% | 16 | +12,356 | 8.43% | Q1 2026 | Apr 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 131,502 | 11,012 | 2.35% | 2.37% | 17 | -1,619 | -1.22% | Q1 2026 | May 01, 2026 |
| Ted Buchan & Co | History | Added to | 133,955 | 10,703 | 3.89% | 3.66% | 18 | +7,620 | 6.03% | Q1 2026 | May 14, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 125,947 | 10,063 | 0.23% | 0.23% | 19 | +2,547 | 2.06% | Q1 2026 | May 15, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 116,837 | 9,335 | 1.92% | 2.97% | 20 | -69,802 | -37.4% | Q1 2026 | May 11, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 116,474 | 9,306 | 1.06% | 0.95% | 21 | +11,699 | 11.17% | Q1 2026 | May 15, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 114,439 | 9,143 | 1.14% | 1.1% | 22 | +4,051 | 3.67% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 110,700 | 8,844 | 0.01% | — | 23 | +110,700 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 109,035 | 8,711 | 0.02% | 0.02% | 24 | +22,124 | 25.46% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 108,424 | 8,663 | 0.02% | 0.02% | 25 | -7,631 | -6.58% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 89,268 | 7,133 | 0.02% | 0.01% | 26 | +61,418 | 220.53% | Q1 2026 | Apr 22, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 80,676 | 6,420 | 0.56% | 0.59% | 27 | +4,713 | 6.2% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 78,057 | 6,236 | 0.01% | 0.0% | 28 | +30,310 | 63.48% | Q1 2026 | May 05, 2026 |
| Macro Advisors, Inc. | History | New | 77,223 | 6,170 | 2.55% | — | 29 | +77,223 | New | Q1 2026 | May 14, 2026 |
| LeClair Wealth Partners LLC | History | New | 75,038 | 5,995 | 2.07% | — | 31 | +75,038 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 75,038 | 5,995 | 2.07% | 2.02% | 30 | +3,835 | 5.39% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 73,817 | 5,898 | 0.38% | 0.42% | 32 | -6,866 | -8.51% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 67,983 | 5,431 | 0.1% | 0.26% | 33 | -101,152 | -59.81% | Q1 2026 | May 11, 2026 |
| BostonPremier Wealth LLC | History | Added to | 54,402 | 4,346 | 2.25% | 2.1% | 34 | +2,559 | 4.94% | Q1 2026 | Apr 10, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 52,235 | 4,173 | 0.32% | 0.31% | 35 | +3,056 | 6.21% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 50,695 | 4,002 | 0.03% | 0.03% | 36 | -6,742 | -11.74% | Q1 2026 | May 15, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 46,347 | 3,703 | 1.25% | 1.21% | 37 | -196 | -0.42% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 45,509 | 3,636 | 0.0% | 0.0% | 38 | +42,809 | 1585.52% | Q1 2026 | May 15, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 45,299 | 3,619 | 1.34% | 1.0% | 39 | +10,169 | 28.95% | Q1 2026 | May 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 43,853 | 3,503 | 0.37% | 0.35% | 40 | +573 | 1.32% | Q1 2026 | May 07, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 41,680 | 3,330 | 0.73% | 0.69% | 41 | -115 | -0.28% | Q1 2026 | Apr 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 39,986 | 3,194 | 0.24% | 0.24% | 42 | +2,256 | 5.98% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 39,329 | 3,142 | 0.0% | 0.0% | 43 | -2,399 | -5.75% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 38,935 | 3,110 | 0.12% | 0.11% | 44 | +2,231 | 6.08% | Q1 2026 | May 14, 2026 |
| Family Legacy, Inc. | History | New | 37,484 | 2,994 | 0.9% | — | 45 | +37,484 | New | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 35,835 | 2,863 | 0.1% | 0.06% | 46 | +1,960 | 5.79% | Q1 2026 | Apr 23, 2026 |
| PFG Investments, LLC | History | Reduced | 34,466 | 2,753 | 0.13% | 0.13% | 47 | -1,416 | -3.95% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 32,896 | 2,628 | 0.01% | 0.01% | 48 | +341 | 1.05% | Q1 2026 | May 08, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 32,719 | 2,614 | 0.18% | 0.19% | 49 | +555 | 1.73% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 30,945 | 2,472 | 0.0% | 0.0% | 50 | +28,934 | 1438.79% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 30,875 | 2,466 | 0.0% | 0.0% | 51 | +6,756 | 28.01% | Q1 2026 | May 07, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 25,780 | 2,059 | 0.14% | 0.05% | 52 | +17,345 | 205.63% | Q1 2026 | Apr 17, 2026 |
| Advisory Resource Group | History | Reduced | 25,608 | 2,046 | 0.35% | 0.52% | 53 | -12,127 | -32.14% | Q1 2026 | May 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 23,826 | 1,995 | 0.42% | 0.43% | 54 | +1,002 | 4.39% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 24,930 | 1,992 | 0.03% | 0.03% | 55 | -1,312 | -5.0% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 24,936 | 1,992 | 0.01% | 0.01% | 56 | -929 | -3.59% | Q1 2026 | Apr 24, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 24,480 | 1,955 | 0.99% | 1.07% | 57 | +1,586 | 6.93% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | New | 23,900 | 1,910 | 0.05% | — | 58 | +23,900 | New | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 23,395 | 1,869 | 0.03% | 0.03% | 59 | -3,103 | -11.71% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 22,546 | 1,801 | 0.09% | 0.12% | 60 | -9,153 | -28.87% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 22,230 | 1,776 | 0.02% | 0.02% | 61 | +1,360 | 6.52% | Q1 2026 | May 12, 2026 |
| Old Port Advisors | History | Added to | 21,774 | 1,739 | 0.4% | 0.42% | 62 | +336 | 1.57% | Q1 2026 | Apr 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,749 | 1,737 | 0.01% | 0.01% | 63 | +3,033 | 16.21% | Q1 2026 | Apr 30, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 21,396 | 1,709 | 0.98% | 0.92% | 64 | +1,786 | 9.11% | Q1 2026 | Apr 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,354 | 1,685 | 0.08% | 0.01% | 65 | -7,432 | -37.56% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 20,796 | 1,661 | 0.01% | 0.01% | 66 | +6,333 | 43.79% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,558 | 1,642 | 0.0% | 0.0% | 67 | +8,473 | 70.11% | Q1 2026 | May 15, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 20,086 | 1,604 | 1.49% | 1.52% | 68 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | New | 18,254 | 1,458 | 0.84% | — | 69 | +18,254 | New | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 17,030 | 1,360 | 0.12% | 0.12% | 70 | -1,604 | -8.61% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 15,479 | 1,236 | 0.05% | 0.03% | 71 | +5,204 | 50.65% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 14,388 | 1,149 | 0.03% | 0.02% | 72 | +6,658 | 86.13% | Q1 2026 | May 04, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 14,352 | 1,146 | 1.18% | 1.39% | 73 | -1,680 | -10.48% | Q1 2026 | Apr 29, 2026 |
| Financial Freedom, LLC | History | New | 13,537 | 1,081 | 0.54% | — | 74 | +13,537 | New | Q1 2026 | Apr 30, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 13,306 | 1,063 | 0.9% | 0.81% | 75 | +995 | 8.08% | Q1 2026 | Apr 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 13,274 | 1,060 | 0.1% | 0.07% | 76 | -1,743 | -11.61% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,882 | 1,029 | 0.02% | 0.02% | 77 | +524 | 4.24% | Q1 2026 | May 18, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 12,237 | 977 | 0.01% | 0.01% | 78 | -29 | -0.24% | Q1 2026 | May 05, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 12,200 | 974 | 0.84% | 0.66% | 79 | +1,930 | 18.79% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Added to | 11,027 | 881 | 0.05% | 0.04% | 80 | +254 | 2.36% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 9,989 | 825 | 0.05% | 0.05% | 81 | +310 | 3.2% | Q1 2026 | Apr 20, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 10,198 | 814 | 0.29% | 0.39% | 82 | +329 | 3.33% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,169 | 812 | 0.04% | 0.03% | 83 | +2,214 | 27.83% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,039 | 802 | 0.0% | 0.01% | 84 | +487 | 5.1% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,907 | 791 | 0.01% | 0.01% | 85 | +1,480 | 17.56% | Q1 2026 | Apr 28, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 9,543 | 762 | 0.5% | 0.43% | 86 | +1,541 | 19.26% | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | Added to | 9,012 | 720 | 0.01% | 0.01% | 87 | +700 | 8.42% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 8,902 | 711 | 0.0% | 0.0% | 88 | +1,674 | 23.16% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,825 | 707 | 0.02% | 0.02% | 89 | +425 | 5.06% | Q1 2026 | May 04, 2026 |
| KPP Advisory Services LLC | History | Added to | 8,842 | 706 | 0.1% | 0.07% | 90 | +2,629 | 42.31% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,788 | 702 | 0.01% | 0.0% | 91 | +4,132 | 88.75% | Q1 2026 | Apr 07, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 8,671 | 692 | 0.01% | 0.01% | 92 | -25 | -0.29% | Q1 2026 | May 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 8,621 | 688 | 0.3% | 0.11% | 93 | +5,906 | 217.53% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 8,546 | 682 | 0.05% | 0.05% | 94 | -379 | -4.25% | Q1 2026 | Apr 14, 2026 |
| Spire Wealth Management | History | Reduced | 8,425 | 673 | 0.02% | 0.03% | 95 | -2,200 | -20.71% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,020 | 640 | 0.0% | 0.0% | 96 | +7,504 | 1454.26% | Q1 2026 | May 11, 2026 |
| Berger Financial Group, Inc | History | Added to | 7,963 | 636 | 0.04% | 0.02% | 97 | +2,866 | 56.23% | Q1 2026 | Apr 28, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 7,773 | 621 | 0.16% | 0.15% | 98 | +366 | 4.94% | Q1 2026 | Apr 09, 2026 |
| MAI Capital Management | History | Added to | 7,623 | 609 | 0.0% | 0.0% | 99 | +1,981 | 35.11% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,476 | 597 | 0.01% | 0.01% | 100 | -30 | -0.4% | Q1 2026 | Apr 14, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 7,366 | 588 | 0.23% | 0.22% | 101 | -11 | -0.15% | Q1 2026 | Apr 22, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 7,283 | 581 | 0.27% | 0.29% | 102 | -555 | -7.08% | Q1 2026 | May 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 7,244 | 578 | 0.07% | 0.05% | 103 | +2,274 | 45.75% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 7,097 | 567 | 0.04% | 0.04% | 104 | +105 | 1.5% | Q1 2026 | Apr 08, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 7,060 | 564 | 0.53% | 0.55% | 105 | -108 | -1.51% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,758 | 539 | 0.01% | 0.01% | 106 | +482 | 7.68% | Q1 2026 | May 01, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 6,599 | 527 | 0.55% | — | 107 | +6,599 | New | Q1 2026 | Apr 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,499 | 513 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,515 | 472 | 0.0% | 0.0% | 109 | -2,073 | -27.32% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,848 | 467 | 0.01% | 0.01% | 110 | -46 | -0.78% | Q1 2026 | Apr 08, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 5,700 | 455 | 0.05% | 0.03% | 111 | +1,200 | 26.67% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 5,394 | 431 | 0.0% | — | 112 | +5,394 | New | Q1 2026 | Apr 20, 2026 |
| Weil Company, Inc. | History | No change | 5,300 | 423 | 0.09% | 0.1% | 113 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Redwood Financial Network Corp | History | Added to | 5,250 | 419 | 0.27% | 0.14% | 114 | +2,550 | 94.44% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,106 | 407 | 0.0% | 0.0% | 115 | +2,045 | 66.81% | Q1 2026 | May 15, 2026 |
| Wellspring Financial Advisors, LLC | History | New | 4,990 | 398 | 0.03% | — | 116 | +4,990 | New | Q1 2026 | May 15, 2026 |
| WBI INVESTMENTS, LLC | History | New | 4,819 | 385 | 0.11% | — | 117 | +4,819 | New | Q1 2026 | May 11, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 4,755 | 379 | 0.34% | 1.3% | 118 | -13,986 | -74.63% | Q1 2026 | Apr 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,671 | 373 | 0.02% | 0.02% | 119 | +128 | 2.82% | Q1 2026 | May 12, 2026 |
| Glassman Wealth Services | History | No change | 4,652 | 371 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 4,569 | 365 | 0.02% | 0.02% | 121 | -9 | -0.2% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 4,478 | 357 | 0.08% | 0.08% | 122 | +743 | 19.89% | Q1 2026 | Apr 14, 2026 |
| Csenge Advisory Group | History | Added to | 4,437 | 354 | 0.02% | 0.01% | 123 | +529 | 13.54% | Q1 2026 | Apr 30, 2026 |
| INGALLS & SNYDER LLC | History | No change | 4,421 | 353 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 4,177 | 333 | 0.0% | 0.0% | 125 | +3,973 | 1947.55% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 4,021 | 323 | 0.02% | 0.01% | 126 | -32 | -0.79% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,612 | 288 | 0.0% | 0.0% | 127 | -16,285 | -81.85% | Q1 2026 | May 15, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 3,592 | 287 | 0.16% | 0.15% | 128 | -21 | -0.58% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,461 | 276 | 0.01% | 0.01% | 129 | +335 | 10.72% | Q1 2026 | May 19, 2026 |
| Secure Asset Management, LLC | History | Added to | 3,384 | 270 | 0.04% | 0.04% | 130 | +449 | 15.3% | Q1 2026 | Apr 09, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 3,306 | 264 | 0.08% | — | 132 | +3,306 | New | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,308 | 264 | 0.0% | 0.0% | 131 | +13 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Wise Wealth Partners | History | Added to | 3,265 | 260 | 0.35% | 0.37% | 133 | +10 | 0.31% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,196 | 255 | 0.02% | 0.02% | 134 | -220 | -6.44% | Q1 2026 | Apr 30, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 3,194 | 255 | 0.08% | 0.08% | 135 | +6 | 0.19% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,170 | 253 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | New | 3,041 | 243 | 0.0% | — | 137 | +3,041 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | New | 2,895 | 231 | 0.0% | — | 138 | +2,895 | New | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 2,738 | 218 | 0.06% | 0.06% | 139 | -85 | -3.01% | Q1 2026 | Apr 06, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 2,639 | 210 | 0.02% | 0.02% | 140 | -120 | -4.35% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | New | 2,580 | 206 | 0.0% | — | 141 | +2,580 | New | Q1 2026 | Apr 28, 2026 |
| Greenwich Wealth Management LLC | History | New | 2,531 | 202 | 0.01% | — | 142 | +2,531 | New | Q1 2026 | May 12, 2026 |
| KIECKHEFER GROUP LLC | History | New | 2,510 | 200 | 0.09% | — | 143 | +2,510 | New | Q1 2026 | Apr 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 1,958 | 156 | 0.08% | — | 144 | +1,958 | New | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,831 | 146 | 0.01% | 0.01% | 145 | +78 | 4.45% | Q1 2026 | May 18, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,745 | 139 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 1,600 | 134 | 0.0% | — | 147 | +1,600 | New | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | No change | 1,336 | 107 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1,225 | 96 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 1,160 | 92 | 0.04% | 0.07% | 150 | -1,100 | -48.67% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,001 | 79 | 0.0% | — | 152 | +1,001 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 1,001 | 79 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MCF Advisors LLC | History | New | 563 | 44 | 0.0% | — | 153 | +563 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 500 | 39 | 0.0% | 0.0% | 155 | +473 | 1751.85% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 495 | 39 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | New | 460 | 37 | 0.0% | — | 156 | +460 | New | Q1 2026 | Apr 27, 2026 |
| Coston, McIsaac & Partners | History | New | 421 | 33 | 0.01% | — | 157 | +421 | New | Q1 2026 | Apr 22, 2026 |
| Wall Street Financial Group, Inc. | History | New | 405 | 32 | 0.02% | — | 158 | +405 | New | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 314 | 25 | 0.0% | 0.0% | 159 | -248 | -44.13% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 324 | 25 | 0.0% | 0.0% | 160 | -8 | -2.41% | Q1 2026 | Apr 13, 2026 |
| Smithfield Trust Co | History | New | 305 | 24 | 0.0% | — | 161 | +305 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | New | 248 | 20 | 0.0% | — | 162 | +248 | New | Q1 2026 | Apr 07, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 239 | 19 | 0.01% | 0.0% | 163 | +199 | 497.5% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 230 | 18 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 210 | 16 | 0.0% | 0.0% | 165 | +100 | 90.91% | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 130 | 10 | 0.0% | — | 168 | +130 | New | Q1 2026 | May 05, 2026 |
| FEDERATED HERMES, INC. | History | New | 126 | 10 | 0.0% | — | 167 | +126 | New | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 128 | 10 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 114 | 9 | 0.0% | 0.0% | 170 | -436 | -79.27% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 121 | 9 | 0.0% | 0.0% | 169 | -15 | -11.03% | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 110 | 8 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | No change | 100 | 7 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | No change | 100 | 7 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | New | 77 | 6 | 0.0% | — | 174 | +77 | New | Q1 2026 | May 06, 2026 |
| Copia Wealth Management | History | No change | 69 | 5 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | Added to | 52 | 4 | 0.0% | 0.0% | 176 | +26 | 100.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 48 | 3 | 0.0% | — | 178 | +48 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 46 | 3 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DAGCO, INC. | History | Reduced | 25 | 2 | 0.0% | 0.02% | 180 | -1,253 | -98.04% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | New | 26 | 2 | 0.0% | — | 182 | +26 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 36 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New Millennium Group LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Trust Co | History | Reduced | 13 | 1 | 0.0% | 0.0% | 184 | -159 | -92.44% | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | New | 23 | 1 | 0.0% | — | 186 | +23 | New | Q1 2026 | Apr 29, 2026 |
| BALLAST ADVISORS LLC | History | New | 16 | 1 | 0.0% | — | 187 | +16 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,734 | -100.0% | Q1 2026 | May 13, 2026 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,645 | -100.0% | Q1 2026 | May 14, 2026 |
| Advisor Resource Council | History | Closed out | 0 | 0 | — | 0.14% | — | -5,172 | -100.0% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,089 | -100.0% | Q1 2026 | May 20, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,775 | -100.0% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,203 | -100.0% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,858 | -100.0% | Q1 2026 | May 01, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,730 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Formidable Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,501 | -100.0% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,878 | -100.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -675 | -100.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |