Janus Detroit Street Trust - VNLA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | Added to | 7,914,443 | 386,699 | 2.09% | 2.11% | 1 | +431,745 | 5.77% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 6,540,667 | 319,577 | 0.02% | 0.02% | 2 | +388,026 | 6.31% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,500,053 | 219,872 | 0.02% | 0.01% | 3 | +370,720 | 8.98% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,686,913 | 180,142 | 0.05% | 0.04% | 4 | +642,471 | 21.1% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,861,669 | 139,821 | 0.03% | 0.02% | 5 | +430,623 | 17.71% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,141,905 | 104,653 | 0.03% | 0.02% | 6 | +883,735 | 70.24% | Q1 2026 | May 14, 2026 |
| Kensington Asset Management, LLC | History | Added to | 1,891,497 | 92,418 | 5.03% | 3.81% | 7 | +389,448 | 25.93% | Q1 2026 | May 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,400,840 | 68,445 | 0.32% | 0.32% | 8 | +11,502 | 0.83% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,320,952 | 64,541 | 1.5% | 0.87% | 9 | +600,511 | 83.35% | Q1 2026 | May 04, 2026 |
| TEXAS TREASURY SAFEKEEPING TRUST CO | History | No change | 686,991 | 33,566 | 5.41% | 4.45% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 684,326 | 33,436 | 0.01% | 0.0% | 11 | +66,029 | 10.68% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 679,451 | 33,197 | 0.09% | 0.08% | 12 | +70,622 | 11.6% | Q1 2026 | May 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 643,344 | 31,433 | 3.47% | 3.92% | 13 | -65,217 | -9.2% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 585,593 | 28,612 | 4.85% | 3.94% | 14 | +107,943 | 22.6% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 580,556 | 28,366 | 0.07% | 0.07% | 15 | +11,580 | 2.04% | Q1 2026 | Apr 30, 2026 |
| Sovereign Investment Advisors, LLC | History | Reduced | 542,221 | 26,595 | 5.63% | 7.1% | 16 | -35,812 | -6.2% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 456,113 | 22,287 | 0.03% | 0.03% | 17 | +1,250 | 0.27% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 450,751 | 22,024 | 3.56% | 3.5% | 18 | +38,574 | 9.36% | Q1 2026 | Apr 29, 2026 |
| COURIER CAPITAL LLC | History | Added to | 446,268 | 21,804 | 1.22% | 1.2% | 19 | +12,133 | 2.79% | Q1 2026 | Apr 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 380,989 | 18,614 | 0.34% | 0.32% | 20 | +42,278 | 12.48% | Q1 2026 | May 11, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 380,404 | 18,586 | 2.3% | 1.88% | 21 | +79,289 | 26.33% | Q1 2026 | May 08, 2026 |
| Financial Enhancement Group LLC | History | Added to | 362,396 | 17,786 | 2.2% | 2.12% | 22 | +31,269 | 9.44% | Q1 2026 | Apr 20, 2026 |
| Accel Wealth Management | History | Added to | 344,628 | 16,838 | 4.39% | 3.96% | 23 | +50,145 | 17.03% | Q1 2026 | Apr 08, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 343,222 | 16,769 | 7.29% | 7.04% | 24 | +10,184 | 3.06% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 325,735 | 15,915 | 0.06% | 0.03% | 25 | +199,949 | 158.96% | Q1 2026 | Apr 30, 2026 |
| Leelyn Smith, LLC | History | Reduced | 292,366 | 14,285 | 2.0% | 2.21% | 26 | -19,273 | -6.18% | Q1 2026 | Apr 27, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 286,317 | 13,989 | 0.01% | 0.01% | 27 | -43,618 | -13.22% | Q1 2026 | May 18, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 279,601 | 13,661 | 0.43% | 0.44% | 28 | +702 | 0.25% | Q1 2026 | Apr 08, 2026 |
| Sovran Advisors, LLC | History | Added to | 270,964 | 13,244 | 1.04% | 1.12% | 29 | +2,848 | 1.06% | Q1 2026 | May 01, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 269,053 | 13,146 | 0.54% | 0.77% | 30 | -80,515 | -23.03% | Q1 2026 | May 12, 2026 |
| Rise Advisors, LLC | History | Added to | 265,576 | 12,973 | 4.57% | 4.65% | 31 | +276 | 0.1% | Q1 2026 | Apr 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 237,042 | 11,581 | 0.02% | 0.01% | 32 | +125,689 | 112.87% | Q1 2026 | Apr 27, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 235,083 | 11,486 | 0.85% | 0.79% | 33 | +8,621 | 3.81% | Q1 2026 | Apr 13, 2026 |
| Burford Brothers, Inc. | History | Added to | 231,872 | 11,329 | 4.65% | 3.9% | 34 | +39,419 | 20.48% | Q1 2026 | Apr 27, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 215,519 | 10,530 | 6.7% | 6.23% | 35 | +11,293 | 5.53% | Q1 2026 | Apr 23, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 210,184 | 10,269 | 0.73% | 0.78% | 36 | -4,084 | -1.91% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 190,952 | 9,329 | 0.07% | 0.07% | 37 | +7,392 | 4.03% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 180,845 | 8,836 | 0.09% | 0.12% | 38 | -73,633 | -28.93% | Q1 2026 | May 08, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 160,304 | 7,832 | 0.59% | — | 39 | +160,304 | New | Q1 2026 | May 13, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 153,833 | 7,516 | 1.25% | 1.27% | 40 | +42,837 | 38.59% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Added to | 144,542 | 7,062 | 0.01% | 0.01% | 41 | +18,875 | 15.02% | Q1 2026 | May 13, 2026 |
| Peak Asset Management, LLC | History | Added to | 143,489 | 7,010 | 1.24% | 0.74% | 42 | +54,675 | 61.56% | Q1 2026 | May 14, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 139,775 | 6,829 | 1.71% | 1.92% | 43 | -6,291 | -4.31% | Q1 2026 | Apr 16, 2026 |
| Vigilare Wealth Management | History | Reduced | 135,239 | 6,607 | 2.23% | 4.02% | 44 | -107,978 | -44.4% | Q1 2026 | Apr 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 122,199 | 5,975 | 0.01% | 0.01% | 45 | -26,126 | -17.61% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 115,624 | 5,649 | 0.06% | 0.02% | 46 | +79,417 | 219.34% | Q1 2026 | Apr 28, 2026 |
| First Financial Group Corp | History | Reduced | 114,948 | 5,616 | 4.59% | 4.9% | 47 | -2,256 | -1.92% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 110,569 | 5,402 | 0.01% | 0.01% | 48 | -5,753 | -4.95% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 109,018 | 5,326 | 0.58% | 0.59% | 49 | -4,679 | -4.12% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 105,939 | 5,176 | 0.0% | 0.01% | 50 | -30,810 | -22.53% | Q1 2026 | May 12, 2026 |
| LifeWealth Investments, LLC | History | Added to | 103,241 | 5,044 | 1.51% | 1.52% | 51 | +5,306 | 5.42% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 99,060 | 4,840 | 0.0% | 0.0% | 52 | -1,061 | -1.06% | Q1 2026 | May 04, 2026 |
| Boomfish Wealth Group, LLC | History | Added to | 96,674 | 4,723 | 2.52% | 1.64% | 53 | +34,370 | 55.16% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Reduced | 96,639 | 4,721 | 0.0% | 0.0% | 54 | -2,371 | -2.39% | Q1 2026 | May 12, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 92,914 | 4,539 | 2.92% | 8.08% | 55 | -161,135 | -63.43% | Q1 2026 | Apr 21, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 90,580 | 4,425 | 1.6% | 1.64% | 56 | -8,136 | -8.24% | Q1 2026 | Apr 10, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 88,950 | 4,346 | 0.07% | 0.07% | 57 | +5,746 | 6.91% | Q1 2026 | May 04, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 88,303 | 4,330 | 0.17% | 0.17% | 58 | -4,405 | -4.75% | Q1 2026 | Apr 14, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 88,639 | 4,330 | 4.46% | 4.75% | 59 | -3,899 | -4.21% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 86,279 | 4,215 | 0.0% | 0.01% | 60 | -41,023 | -32.22% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 81,435 | 3,979 | 0.01% | 0.01% | 61 | -11,161 | -12.05% | Q1 2026 | Apr 22, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 80,083 | 3,912 | 1.3% | 1.17% | 62 | +2,853 | 3.69% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 79,974 | 3,907 | 0.0% | 0.0% | 63 | -1,085 | -1.34% | Q1 2026 | May 13, 2026 |
| Bensler, LLC | History | Reduced | 77,121 | 3,768 | 0.39% | 0.46% | 64 | -16,279 | -17.43% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Added to | 74,098 | 3,676 | 0.02% | 0.02% | 65 | +13,751 | 22.79% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 74,887 | 3,658 | 0.03% | 0.01% | 66 | +57,724 | 336.33% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 74,027 | 3,616 | 0.07% | 0.07% | 67 | +6,334 | 9.36% | Q1 2026 | Apr 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 72,300 | 3,532 | 0.36% | 0.28% | 68 | +19,724 | 37.52% | Q1 2026 | Apr 30, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 70,391 | 3,439 | 0.87% | 1.14% | 69 | -29,255 | -29.36% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 67,315 | 3,288 | 0.04% | 0.03% | 70 | +5,359 | 8.65% | Q1 2026 | Apr 20, 2026 |
| Redwood Financial Network Corp | History | Added to | 66,957 | 3,271 | 2.14% | 2.07% | 71 | +860 | 1.3% | Q1 2026 | May 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 66,117 | 3,230 | 0.85% | 0.72% | 72 | +1,291 | 1.99% | Q1 2026 | May 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 65,416 | 3,196 | 0.15% | 0.17% | 73 | +1,642 | 2.57% | Q1 2026 | Apr 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 64,776 | 3,164 | 0.36% | 0.32% | 74 | +4,065 | 6.7% | Q1 2026 | May 04, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 64,140 | 3,133 | 0.34% | 0.34% | 75 | +684 | 1.08% | Q1 2026 | Apr 23, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 63,364 | 3,095 | 1.62% | 2.16% | 76 | -97,438 | -60.6% | Q1 2026 | Apr 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 57,761 | 2,822 | 0.34% | 0.24% | 77 | +16,478 | 39.91% | Q1 2026 | May 04, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 57,596 | 2,814 | 0.42% | 1.83% | 78 | -181,112 | -75.87% | Q1 2026 | Apr 30, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 55,103 | 2,692 | 0.56% | 0.46% | 79 | +12,315 | 28.78% | Q1 2026 | May 14, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 55,000 | 2,687 | 1.97% | 2.1% | 80 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 54,405 | 2,658 | 0.04% | 0.04% | 81 | +2,065 | 3.95% | Q1 2026 | Apr 22, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 53,793 | 2,638 | 0.2% | 0.2% | 82 | +4,702 | 9.58% | Q1 2026 | Apr 22, 2026 |
| Focus Financial Network, Inc. | History | Added to | 53,649 | 2,631 | 0.09% | 0.07% | 83 | +15,608 | 41.03% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 52,670 | 2,573 | 0.01% | 0.01% | 84 | +506 | 0.97% | Q1 2026 | May 08, 2026 |
| Cottage Street Advisors LLC | History | Added to | 51,718 | 2,526 | 1.09% | 0.35% | 85 | +35,053 | 210.34% | Q1 2026 | Apr 20, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 51,424 | 2,512 | 2.07% | 1.97% | 86 | +2,001 | 4.05% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 49,287 | 2,407 | 0.02% | 0.01% | 87 | +38,636 | 362.75% | Q1 2026 | Apr 07, 2026 |
| Unified Investment Management | History | Added to | 48,952 | 2,391 | 2.44% | 2.4% | 88 | +155 | 0.32% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 48,791 | 2,383 | 0.0% | 0.0% | 89 | +4,976 | 11.36% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 48,301 | 2,359 | 0.01% | 0.01% | 90 | -9,157 | -15.94% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 48,002 | 2,358 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CLG LLC | History | Reduced | 47,846 | 2,337 | 0.58% | 0.71% | 92 | -10,142 | -17.49% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 47,652 | 2,328 | 0.03% | 0.03% | 93 | +1,043 | 2.24% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 47,514 | 2,321 | 0.22% | 0.22% | 94 | +181 | 0.38% | Q1 2026 | Apr 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 45,979 | 2,246 | 0.08% | 0.05% | 95 | +7,078 | 18.19% | Q1 2026 | Apr 23, 2026 |
| Sowell Financial Services LLC | History | Added to | 45,600 | 2,228 | 0.08% | 0.07% | 96 | +5,136 | 12.69% | Q1 2026 | Apr 20, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 43,649 | 2,141 | 0.61% | 0.61% | 97 | +504 | 1.17% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 43,443 | 2,122 | 0.0% | — | 98 | +43,443 | New | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Reduced | 42,951 | 2,099 | 0.0% | 0.01% | 99 | -51,043 | -54.3% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 41,907 | 2,059 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Triton Financial Group Inc | History | Added to | 41,163 | 2,017 | 3.52% | 0.68% | 101 | +20,378 | 98.04% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 40,898 | 1,998 | 0.15% | 0.13% | 102 | +4,648 | 12.82% | Q1 2026 | Apr 22, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 40,593 | 1,983 | 1.38% | 1.4% | 103 | -1,004 | -2.41% | Q1 2026 | May 08, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 40,577 | 1,982 | 1.01% | 1.07% | 104 | -73 | -0.18% | Q1 2026 | May 15, 2026 |
| TruWealth Advisors, LLC | History | Added to | 40,325 | 1,970 | 0.09% | 0.09% | 105 | +4,756 | 13.37% | Q1 2026 | Apr 09, 2026 |
| Ballew Advisors, Inc | History | Reduced | 40,043 | 1,960 | 1.11% | 1.11% | 106 | -28 | -0.07% | Q1 2026 | Apr 10, 2026 |
| Csenge Advisory Group | History | Added to | 37,089 | 1,812 | 0.08% | 0.07% | 107 | +4,022 | 12.16% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 35,643 | 1,741 | 0.05% | 0.04% | 108 | +12,777 | 55.88% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 34,830 | 1,701 | 0.02% | 0.02% | 109 | +236 | 0.68% | Q1 2026 | Apr 20, 2026 |
| Paragon Advisors, LLC | History | Added to | 34,195 | 1,670 | 0.45% | 0.07% | 110 | +29,114 | 573.0% | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 33,528 | 1,638 | 0.03% | 0.01% | 111 | +20,953 | 166.62% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 33,340 | 1,628 | 0.53% | 0.58% | 112 | -1,944 | -5.51% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 31,138 | 1,526 | 0.0% | 0.0% | 113 | +8,445 | 37.21% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 29,653 | 1,448 | 0.02% | 0.03% | 114 | -2,000 | -6.32% | Q1 2026 | May 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 29,213 | 1,427 | 0.0% | 0.0% | 115 | -9,372 | -24.29% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | New | 28,545 | 1,394 | 0.3% | — | 116 | +28,545 | New | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | New | 26,652 | 1,302 | 0.05% | — | 117 | +26,652 | New | Q1 2026 | May 12, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 26,223 | 1,281 | 0.3% | 0.13% | 118 | +17,781 | 210.63% | Q1 2026 | May 15, 2026 |
| Nautilus Advisors LLC | History | Added to | 25,542 | 1,247 | 0.86% | 0.74% | 119 | +2,510 | 10.9% | Q1 2026 | Apr 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,728 | 1,159 | 0.0% | 0.0% | 120 | +15,860 | 201.58% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 23,346 | 1,140 | 0.03% | 0.0% | 121 | +21,254 | 1015.97% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 23,117 | 1,129 | 0.1% | 0.11% | 122 | -1,095 | -4.52% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 22,870 | 1,117 | 0.01% | 0.01% | 123 | +2,973 | 14.94% | Q1 2026 | May 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 21,765 | 1,063 | 0.29% | 0.29% | 124 | +165 | 0.76% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,305 | 1,040 | 0.02% | 0.02% | 125 | +5,672 | 36.28% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | No change | 20,191 | 986 | 0.09% | 0.06% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | New | 20,156 | 984 | 0.01% | — | 127 | +20,156 | New | Q1 2026 | May 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 18,584 | 908 | 0.15% | 0.16% | 128 | +765 | 4.29% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 18,428 | 905 | 0.01% | 0.01% | 129 | -11,137 | -37.67% | Q1 2026 | May 15, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 18,259 | 892 | 0.66% | 0.4% | 130 | +7,132 | 64.1% | Q1 2026 | Apr 22, 2026 |
| DAVENPORT & Co LLC | History | New | 17,305 | 845 | 0.0% | — | 131 | +17,305 | New | Q1 2026 | Apr 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 16,865 | 824 | 0.06% | 0.13% | 132 | +43 | 0.26% | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Reduced | 16,524 | 807 | 0.04% | 0.11% | 133 | -30,020 | -64.5% | Q1 2026 | May 05, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 16,537 | 807 | 0.01% | 0.02% | 134 | -6,604 | -28.54% | Q1 2026 | May 14, 2026 |
| Elevation Advisory Partners LLC | History | New | 15,645 | 771 | 0.72% | — | 135 | +15,645 | New | Q1 2026 | May 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 15,517 | 758 | 0.05% | 0.05% | 136 | -496 | -3.1% | Q1 2026 | Apr 27, 2026 |
| HighPoint Advisor Group LLC | History | New | 15,078 | 736 | 0.03% | — | 139 | +15,078 | New | Q1 2026 | May 14, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 15,054 | 736 | 0.16% | 0.11% | 138 | +4,249 | 39.32% | Q1 2026 | Apr 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 15,055 | 736 | 0.08% | 0.09% | 137 | -1,126 | -6.96% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,740 | 720 | 0.01% | 0.0% | 140 | +9,040 | 158.6% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 14,619 | 714 | 0.1% | 0.22% | 141 | -15,940 | -52.16% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Reduced | 14,264 | 696 | 0.02% | 0.02% | 142 | -51 | -0.36% | Q1 2026 | Apr 22, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 13,556 | 662 | 0.07% | 0.04% | 143 | +6,907 | 103.88% | Q1 2026 | Apr 29, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 12,632 | 617 | 0.14% | 0.14% | 144 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 12,473 | 609 | 0.02% | 0.02% | 145 | -402 | -3.12% | Q1 2026 | Apr 07, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 12,455 | 608 | 0.02% | 0.02% | 146 | -110 | -0.88% | Q1 2026 | Apr 09, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 12,212 | 599 | 0.01% | — | 147 | +12,212 | New | Q1 2026 | May 01, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 11,846 | 578 | 0.51% | 0.35% | 148 | +3,841 | 47.98% | Q1 2026 | May 06, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 11,818 | 577 | 0.17% | 0.16% | 149 | -612 | -4.92% | Q1 2026 | Apr 27, 2026 |
| EdgeRock Capital LLC | History | Reduced | 11,722 | 572 | 0.15% | 0.22% | 150 | -4,769 | -28.92% | Q1 2026 | Apr 16, 2026 |
| Auour Investments LLC | History | Reduced | 10,704 | 522 | 0.16% | 2.49% | 151 | -148,290 | -93.27% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Reduced | 10,561 | 516 | 0.0% | 0.0% | 152 | -413 | -3.76% | Q1 2026 | May 14, 2026 |
| Family Office Research LLC | History | Added to | 10,504 | 513 | 0.22% | 0.21% | 153 | +81 | 0.78% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,130 | 494 | 0.02% | 0.03% | 154 | -9,161 | -47.49% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 10,130 | 494 | 0.06% | 0.14% | 155 | -9,161 | -47.49% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,002 | 488 | 0.0% | 0.0% | 156 | -5,673 | -36.19% | Q1 2026 | May 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 9,961 | 486 | 0.34% | 0.32% | 157 | +76 | 0.77% | Q1 2026 | Apr 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 9,921 | 485 | 0.02% | 0.01% | 158 | +3,791 | 61.84% | Q1 2026 | May 15, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 9,844 | 482 | 0.09% | 0.09% | 159 | -28 | -0.28% | Q1 2026 | May 04, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 9,707 | 474 | 0.08% | 0.1% | 160 | -987 | -9.23% | Q1 2026 | Apr 22, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 9,624 | 470 | 0.06% | 0.07% | 161 | -512 | -5.05% | Q1 2026 | Apr 08, 2026 |
| Worth Asset Management, LLC | History | Added to | 9,592 | 468 | 0.17% | 0.2% | 162 | +108 | 1.14% | Q1 2026 | Apr 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 9,426 | 460 | 0.0% | 0.0% | 163 | +4,331 | 85.0% | Q1 2026 | May 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 9,048 | 442 | 0.01% | 0.01% | 164 | -1,453 | -13.84% | Q1 2026 | Apr 10, 2026 |
| VestGen Advisors, LLC | History | New | 8,783 | 429 | 0.01% | — | 165 | +8,783 | New | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 8,598 | 420 | 0.01% | — | 166 | +8,598 | New | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 8,569 | 418 | 0.0% | — | 167 | +8,569 | New | Q1 2026 | May 12, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 8,238 | 402 | 0.08% | — | 168 | +8,238 | New | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 8,117 | 398 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 8,045 | 393 | 0.08% | 0.05% | 170 | +3,051 | 61.09% | Q1 2026 | Apr 09, 2026 |
| New England Private Wealth Advisors LLC | History | New | 7,994 | 390 | 0.05% | — | 171 | +7,994 | New | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,822 | 382 | 0.03% | 0.03% | 172 | -2,300 | -22.72% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Added to | 7,597 | 371 | 0.01% | 0.01% | 173 | +3,016 | 65.84% | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,538 | 368 | 0.0% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 7,517 | 367 | 0.28% | 0.29% | 175 | +195 | 2.66% | Q1 2026 | Apr 07, 2026 |
| Clarkston Capital Partners, LLC | History | New | 7,385 | 360 | 0.03% | — | 177 | +7,385 | New | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Added to | 7,380 | 360 | 0.01% | 0.01% | 176 | +1,190 | 19.22% | Q1 2026 | Apr 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,201 | 351 | 0.01% | 0.01% | 178 | -584 | -7.5% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 6,744 | 329 | 0.0% | 0.0% | 179 | -7,102 | -51.29% | Q1 2026 | May 07, 2026 |
| Brookstone Capital Management | History | Reduced | 6,577 | 321 | 0.0% | 0.0% | 180 | -1,702 | -20.56% | Q1 2026 | Apr 16, 2026 |
| Concorde Asset Management, LLC | History | No change | 6,484 | 318 | 0.13% | 0.13% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | New | 5,939 | 290 | 0.03% | — | 183 | +5,939 | New | Q1 2026 | Apr 29, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 5,950 | 290 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 5,666 | 276 | 0.01% | 0.01% | 185 | +618 | 12.24% | Q1 2026 | Apr 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 5,652 | 276 | 0.0% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 5,527 | 270 | 0.11% | 0.12% | 186 | -320 | -5.47% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | New | 5,425 | 265 | 0.0% | — | 187 | +5,425 | New | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 5,186 | 254 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OneAscent Financial Services LLC | History | New | 5,151 | 251 | 0.01% | — | 189 | +5,151 | New | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,090 | 248 | 0.01% | 0.01% | 190 | +61 | 1.21% | Q1 2026 | May 01, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 5,008 | 244 | 0.04% | 0.05% | 191 | -6,088 | -54.87% | Q1 2026 | Apr 24, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 5,000 | 244 | 0.11% | 0.1% | 192 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SYKON CAPITAL LLC | History | No change | 5,000 | 244 | 0.08% | 0.08% | 193 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 4,914 | 240 | 0.05% | 0.05% | 194 | +38 | 0.78% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 4,811 | 235 | 0.02% | — | 195 | +4,811 | New | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,668 | 228 | 0.0% | 0.0% | 196 | +16 | 0.34% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,659 | 227 | 0.0% | — | 198 | +4,659 | New | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,650 | 227 | 0.01% | 0.01% | 197 | +26 | 0.56% | Q1 2026 | May 19, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 4,515 | 220 | 0.15% | 0.15% | 199 | +6 | 0.13% | Q1 2026 | Apr 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,465 | 218 | 0.0% | 0.0% | 200 | +138 | 3.19% | Q1 2026 | May 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 4,290 | 209 | 0.03% | 0.03% | 201 | +74 | 1.76% | Q1 2026 | May 07, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 4,200 | 206 | 0.18% | 0.18% | 202 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 4,185 | 204 | 0.03% | 0.04% | 203 | -1,685 | -28.71% | Q1 2026 | Apr 08, 2026 |
| Covenant Partners, LLC | History | No change | 3,900 | 191 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 3,700 | 180 | 0.12% | 0.14% | 205 | -491 | -11.72% | Q1 2026 | May 07, 2026 |
| Midway Capital Research & Management | History | New | 3,662 | 178 | 0.17% | — | 206 | +3,662 | New | Q1 2026 | Apr 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 3,583 | 175 | 0.03% | 0.11% | 207 | -13,016 | -78.41% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,482 | 170 | 0.02% | 0.01% | 208 | +845 | 32.04% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | No change | 2,769 | 135 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 1,919 | 93 | 0.0% | 0.0% | 210 | +34 | 1.8% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,847 | 90 | 0.0% | 0.0% | 211 | +33 | 1.82% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,800 | 87 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,777 | 86 | 0.0% | 0.0% | 213 | +54 | 3.13% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | No change | 1,600 | 78 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,578 | 77 | 0.0% | — | 215 | +1,578 | New | Q1 2026 | May 07, 2026 |
| Key Capital Management, INC | History | Added to | 1,487 | 72 | 0.05% | — | 216 | +1,477 | 14770.0% | Q1 2026 | May 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,391 | 67 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,356 | 66 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 1,054 | 51 | 0.0% | 0.0% | 220 | +169 | 19.1% | Q1 2026 | May 14, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 1,050 | 51 | 0.0% | 0.0% | 219 | -30 | -2.78% | Q1 2026 | Apr 15, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,004 | 49 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 30,552 | 48 | 0.0% | 0.0% | 222 | +4,380 | 16.74% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 1,000 | 48 | 0.01% | — | 223 | +1,000 | New | Q1 2026 | Apr 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 727 | 35 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Winthrop Capital Management, LLC | History | No change | 532 | 26 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Abound Wealth Management | History | New | 508 | 24 | 0.01% | — | 226 | +508 | New | Q1 2026 | Apr 10, 2026 |
| Hurley Capital, LLC | History | No change | 433 | 21 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 256 | 12 | 0.0% | 0.0% | 228 | -144 | -36.0% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Reduced | 260 | 12 | 0.0% | 0.0% | 230 | -22 | -7.8% | Q1 2026 | May 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 255 | 12 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 243 | 11 | 0.0% | 0.0% | 231 | -1,033 | -80.96% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 220 | 10 | 0.0% | — | 232 | +220 | New | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 199 | 9 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 147 | 7 | 0.0% | 0.0% | 234 | +13 | 9.7% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 105 | 5 | 0.0% | 0.0% | 235 | -437 | -80.63% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | No change | 105 | 5 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 76 | 3 | 0.0% | — | 239 | +76 | New | Q1 2026 | Apr 13, 2026 |
| North Star Investment Management Corp. | History | New | 64 | 3 | 0.0% | — | 238 | +64 | New | Q1 2026 | Apr 23, 2026 |
| Destiny Wealth Partners, LLC | History | New | 64 | 3 | 0.0% | — | 240 | +64 | New | Q1 2026 | May 11, 2026 |
| Elequin Capital, LP | History | No change | 70 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 43 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Motiv8 Investments LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 34 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PCG Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.22% | — | -87,910 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 2.17% | — | -85,761 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 3.5% | — | -84,254 | -100.0% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -64,712 | -100.0% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,792 | -100.0% | Q1 2026 | May 15, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -13,248 | -100.0% | Q1 2026 | May 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,963 | -100.0% | Q1 2026 | May 01, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,579 | -100.0% | Q1 2026 | Apr 20, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -8,255 | -100.0% | Q1 2026 | May 01, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,048 | -100.0% | Q1 2026 | May 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -5,591 | -100.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,057 | -100.0% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -4,925 | -100.0% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,853 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,496 | -100.0% | Q1 2026 | May 06, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,081 | -100.0% | Q1 2026 | May 13, 2026 |
| BankPlus Trust Department | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q1 2026 | Apr 21, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | May 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 21, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 11 | 0 | — | — | — | -2 | -15.38% | Q1 2026 | Apr 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Scarborough Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |