Global X Funds - XYLD
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,095,324 | 167,048 | 0.01% | 0.01% | 1 | +96,747 | 2.42% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 3,504,445 | 142,946 | 0.03% | 0.04% | 2 | +87,159 | 2.55% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,355,983 | 96,100 | 0.01% | 0.01% | 3 | +206,932 | 9.63% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,975,584 | 80,584 | 0.02% | 0.02% | 4 | +75,651 | 3.98% | Q2 2026 | Aug 14, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | No change | 1,710,000 | 69,750 | 1.14% | 1.57% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 1,187,341 | 48,431 | 1.78% | 2.36% | 6 | +15,476 | 1.32% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,032,694 | 42,124 | 0.05% | 0.05% | 7 | +196,173 | 23.45% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 949,131 | 38,715 | 0.01% | 0.01% | 8 | +56,762 | 6.36% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 863,278 | 35,213 | 0.0% | 0.01% | 9 | -45,044 | -4.96% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Reduced | 815,836 | 33,277 | 0.33% | 0.39% | 10 | -60,303 | -6.88% | Q2 2026 | Jul 15, 2026 |
| Proficio Capital Partners LLC | History | Added to | 663,735 | 27,073 | 0.97% | 0.08% | 11 | +623,900 | 1566.21% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 646,091 | 26,354 | 0.01% | 0.01% | 12 | +53,056 | 8.95% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Added to | 559,469 | 22,820 | 0.02% | 0.02% | 13 | +82,921 | 17.4% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 503,980 | 20,557 | 0.01% | 0.01% | 14 | -10,289 | -2.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 453,929 | 18,515 | 0.22% | 0.26% | 15 | +6,166 | 1.38% | Q2 2026 | Aug 04, 2026 |
| HUB Investment Partners, LLC | History | Added to | 443,829 | 18,103 | 0.33% | 0.4% | 16 | +15,976 | 3.73% | Q2 2026 | Jul 31, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 438,538 | 17,887 | 5.53% | 6.14% | 17 | +11,556 | 2.71% | Q2 2026 | Jul 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 325,828 | 13,290 | 0.02% | 0.02% | 18 | +7,748 | 2.44% | Q2 2026 | Aug 12, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 306,229 | 12,491 | 4.16% | 4.38% | 19 | +37,542 | 13.97% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 302,148 | 12,324 | 0.44% | 0.48% | 20 | -811 | -0.27% | Q2 2026 | Aug 14, 2026 |
| Waterway Wealth Management, LLC | History | New | 291,116 | 11,874 | 2.42% | — | 21 | +291,116 | New | Q2 2026 | Jul 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 237,712 | 9,651 | 0.01% | 0.01% | 22 | +768 | 0.32% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 234,241 | 9,556 | 0.0% | 0.0% | 23 | -51,254 | -17.95% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 226,694 | 9,246 | 0.02% | 0.01% | 24 | +143,287 | 171.79% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 203,514 | 8,301 | 0.02% | 0.02% | 25 | +5,641 | 2.85% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 186,252 | 7,597 | 0.01% | 0.01% | 26 | +5,269 | 2.91% | Q2 2026 | Aug 12, 2026 |
| Thrive Capital Management, LLC | History | Added to | 185,849 | 7,580 | 1.43% | 1.24% | 27 | +40,828 | 28.15% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 180,083 | 7,345 | 0.13% | 0.24% | 28 | -1,247 | -0.69% | Q2 2026 | Jul 21, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 178,000 | 7,260 | 0.42% | 0.46% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 163,826 | 6,692 | 0.02% | 0.02% | 30 | -19,455 | -10.61% | Q2 2026 | Aug 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 159,001 | 6,485 | 1.69% | 2.27% | 31 | -14,561 | -8.39% | Q2 2026 | Jul 09, 2026 |
| XML Financial, LLC | History | Added to | 152,505 | 6,220 | 0.45% | 0.44% | 32 | +14,281 | 10.33% | Q2 2026 | Jul 24, 2026 |
| Compass Financial Services Inc | History | Added to | 146,670 | 5,982 | 2.24% | 2.39% | 33 | +5,456 | 3.86% | Q2 2026 | Jul 24, 2026 |
| NFSG Corp | History | Reduced | 130,376 | 5,318 | 0.66% | 0.85% | 34 | -1,825 | -1.38% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 109,728 | 4,475 | 0.1% | 0.09% | 35 | +14,415 | 15.12% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 109,404 | 4,462 | 0.01% | 0.02% | 36 | +1,427 | 1.32% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 105,350 | 4,297 | 0.01% | 0.01% | 37 | -12,229 | -10.4% | Q2 2026 | Jul 29, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 105,289 | 4,294 | 0.06% | 0.06% | 38 | +6,300 | 6.36% | Q2 2026 | Jul 29, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 101,920 | 4,157 | 0.1% | 0.12% | 39 | -6,102 | -5.65% | Q2 2026 | Jul 28, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 95,500 | 3,895 | 0.19% | 0.22% | 40 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PFG Investments, LLC | History | Added to | 94,290 | 3,846 | 0.15% | 0.17% | 41 | +3,028 | 3.32% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 92,695 | 3,784 | 0.23% | 0.18% | 42 | +28,112 | 43.53% | Q2 2026 | Jul 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 90,404 | 3,688 | 0.1% | 0.1% | 43 | +251 | 0.28% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 89,682 | 3,658 | 0.12% | 0.13% | 44 | +2,757 | 3.17% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 84,996 | 3,466 | 0.11% | 0.12% | 45 | +437 | 0.52% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | Added to | 79,486 | 3,242 | 0.01% | 0.01% | 46 | +119 | 0.15% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 78,467 | 3,200 | 0.01% | 0.02% | 47 | -18,184 | -18.81% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | Added to | 73,514 | 2,998 | 0.01% | 0.0% | 48 | +53,743 | 271.83% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 71,901 | 2,932 | 0.02% | 0.03% | 49 | -5,844 | -7.52% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 70,395 | 2,871 | 0.0% | 0.0% | 50 | +9,437 | 15.48% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 68,822 | 2,807 | 0.0% | 0.0% | 51 | -21,678 | -23.95% | Q2 2026 | Sep 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 64,526 | 2,632 | 0.0% | 0.0% | 52 | -1,846 | -2.78% | Q2 2026 | Aug 12, 2026 |
| Garner Asset Management Corp | History | Added to | 63,213 | 2,578 | 0.84% | 0.85% | 53 | +7,621 | 13.71% | Q2 2026 | Aug 07, 2026 |
| NWF Advisory Services Inc. | History | Added to | 62,257 | 2,539 | 0.24% | 0.27% | 54 | +136 | 0.22% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 60,770 | 2,478 | 0.05% | 0.07% | 55 | +14,399 | 31.05% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 58,439 | 2,383 | 0.0% | 0.0% | 56 | +23,018 | 64.98% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 58,149 | 2,371 | 0.05% | 0.06% | 57 | -444 | -0.76% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 56,962 | 2,323 | 0.0% | 0.01% | 58 | -5,875 | -9.35% | Q2 2026 | Aug 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 56,923 | 2,321 | 0.14% | 0.14% | 59 | +2,880 | 5.33% | Q2 2026 | Jul 13, 2026 |
| Modern Wealth Management, LLC | History | New | 56,771 | 2,315 | 0.03% | — | 60 | +56,771 | New | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 56,648 | 2,310 | 0.03% | 0.03% | 61 | -1,038 | -1.8% | Q2 2026 | Aug 12, 2026 |
| J. Team Financial, Inc. | History | Added to | 55,455 | 2,262 | 2.2% | 1.95% | 62 | +11,018 | 24.79% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 52,981 | 2,183 | 0.0% | 0.0% | 63 | -3,404 | -6.04% | Q2 2026 | Jul 15, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 51,807 | 2,113 | 0.2% | 0.21% | 64 | -961 | -1.82% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Reduced | 50,473 | 2,069 | 0.03% | 0.03% | 65 | -875 | -1.7% | Q2 2026 | Jul 08, 2026 |
| Blue Chip Partners, LLC | History | Added to | 49,973 | 2,038 | 0.13% | 0.13% | 66 | +5,173 | 11.55% | Q2 2026 | Aug 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 49,674 | 2,026 | 0.45% | 0.51% | 67 | -2,544 | -4.87% | Q2 2026 | Jul 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 44,502 | 1,815 | 0.04% | 0.04% | 68 | -3,294 | -6.89% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 42,770 | 1,744 | 0.0% | 0.0% | 69 | +1,058 | 2.54% | Q2 2026 | Aug 07, 2026 |
| ELCO Management Co., LLC | History | Reduced | 41,200 | 1,680 | 0.72% | 0.89% | 70 | -6,200 | -13.08% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | Added to | 40,500 | 1,651 | 0.01% | 0.01% | 71 | +13,090 | 47.76% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 38,550 | 1,572 | 0.14% | 0.17% | 72 | -1,227 | -3.08% | Q2 2026 | Jul 28, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 38,049 | 1,552 | 0.0% | 0.0% | 73 | +20,443 | 116.11% | Q2 2026 | Aug 14, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | Reduced | 37,765 | 1,540 | 1.57% | 1.67% | 74 | -2,300 | -5.74% | Q2 2026 | Jul 30, 2026 |
| 1832 Asset Management L.P. | History | No change | 37,195 | 1,517 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 36,293 | 1,480 | 0.01% | 0.02% | 76 | -7,465 | -17.06% | Q2 2026 | Aug 11, 2026 |
| PMG Family Office LLC | History | Added to | 35,689 | 1,455 | 1.34% | 1.52% | 77 | +991 | 2.86% | Q2 2026 | Jul 16, 2026 |
| Bangor Savings Bank | History | Added to | 35,511 | 1,448 | 0.11% | 0.1% | 78 | +2,465 | 7.46% | Q2 2026 | Jul 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 32,320 | 1,318 | 0.12% | 0.14% | 79 | -2,164 | -6.28% | Q2 2026 | Jul 16, 2026 |
| PSI Advisors, LLC | History | Reduced | 32,154 | 1,311 | 0.3% | 0.32% | 80 | -2,068 | -6.04% | Q2 2026 | Aug 03, 2026 |
| APS Management Group, Inc. | History | Added to | 31,305 | 1,276 | 0.98% | 1.04% | 81 | +214 | 0.69% | Q2 2026 | Jul 10, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 30,767 | 1,254 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 30,698 | 1,252 | 0.23% | 0.29% | 83 | -2,855 | -8.51% | Q2 2026 | Aug 11, 2026 |
| McAdam, LLC | History | Reduced | 29,876 | 1,218 | 0.05% | 0.06% | 84 | -6,556 | -18.0% | Q2 2026 | Aug 04, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 29,525 | 1,204 | 0.01% | 0.01% | 85 | +452 | 1.55% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | Reduced | 29,062 | 1,185 | 0.0% | 0.0% | 86 | -18,721 | -39.18% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 28,711 | 1,171 | 0.0% | 0.0% | 87 | -55 | -0.19% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 28,304 | 1,154 | 0.05% | 0.05% | 88 | +363 | 1.3% | Q2 2026 | Jul 27, 2026 |
| Newport Capital Group, LLC | History | No change | 27,500 | 1,121 | 0.63% | 0.66% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 26,566 | 1,083 | 0.14% | 0.18% | 90 | +1,229 | 4.85% | Q2 2026 | Aug 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 26,482 | 1,080 | 0.0% | — | 91 | +26,482 | New | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 25,098 | 1,023 | 0.04% | 0.04% | 92 | +9,037 | 56.27% | Q2 2026 | Aug 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 24,860 | 1,014 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 24,274 | 990 | 0.07% | 0.06% | 94 | +7,284 | 42.87% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 23,971 | 977 | 0.05% | 0.05% | 95 | -307 | -1.26% | Q2 2026 | Aug 04, 2026 |
| Triumph Capital Management | History | Added to | 23,925 | 975 | 0.18% | 0.17% | 96 | +2,284 | 10.55% | Q2 2026 | Jul 20, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 23,867 | 973 | 0.14% | 0.19% | 97 | -7,361 | -23.57% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,445 | 956 | 0.0% | 0.0% | 98 | -37,500 | -61.53% | Q2 2026 | Aug 14, 2026 |
| Anchor Bay Capital, Inc. | History | New | 22,840 | 949 | 0.51% | — | 99 | +22,840 | New | Q2 2026 | Aug 11, 2026 |
| Curtis Advisory Group, LLC | History | No change | 22,946 | 935 | 0.18% | 0.19% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tactive Advisors, LLC | History | Added to | 22,739 | 927 | 0.23% | 0.25% | 101 | +512 | 2.3% | Q2 2026 | Jul 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 22,402 | 913 | 0.04% | 0.05% | 102 | -5,272 | -19.05% | Q2 2026 | Aug 14, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 22,218 | 906 | 0.23% | 0.27% | 103 | +75 | 0.34% | Q2 2026 | Aug 07, 2026 |
| Independent Advisor Alliance | History | Reduced | 22,065 | 900 | 0.02% | 0.06% | 104 | -118,527 | -84.31% | Q2 2026 | Aug 12, 2026 |
| Procyon Advisors, LLC | History | No change | 21,901 | 893 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 21,600 | 881 | 0.0% | 0.0% | 106 | +68 | 0.32% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 21,319 | 869 | 0.01% | 0.01% | 107 | -97 | -0.45% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 21,185 | 864 | 0.02% | 0.02% | 108 | +101 | 0.48% | Q2 2026 | Jul 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 20,543 | 838 | 0.01% | 0.01% | 109 | +6 | 0.03% | Q2 2026 | Jul 20, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 20,278 | 827 | 0.51% | 0.52% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 20,000 | 815 | 0.02% | 0.02% | 111 | -5,000 | -20.0% | Q2 2026 | Jul 08, 2026 |
| Braeburn Wealth Management LLC | History | No change | 20,000 | 815 | 0.35% | 0.45% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 19,945 | 813 | 0.1% | 0.13% | 113 | -1,034 | -4.93% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | Reduced | 19,521 | 796 | 0.01% | 0.01% | 114 | -3,087 | -13.65% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 19,493 | 795 | 0.0% | 0.0% | 115 | +1,403 | 7.76% | Q2 2026 | Jul 20, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 19,385 | 790 | 0.16% | 0.1% | 116 | +8,493 | 77.97% | Q2 2026 | Aug 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 19,182 | 782 | 0.04% | 0.06% | 117 | -2,070 | -9.74% | Q2 2026 | Aug 06, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 19,184 | 782 | 0.58% | 0.64% | 118 | -640 | -3.23% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 19,113 | 779 | 0.0% | 0.0% | 119 | +3,573 | 22.99% | Q2 2026 | Aug 17, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 18,590 | 770 | 0.09% | — | 120 | +18,590 | New | Q2 2026 | Aug 12, 2026 |
| Markowski Investments | History | New | 18,325 | 747 | 0.16% | — | 121 | +18,325 | New | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 17,206 | 701 | 0.0% | 0.0% | 122 | +4,104 | 31.32% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 17,042 | 695 | 0.03% | 0.03% | 123 | +551 | 3.34% | Q2 2026 | Jul 28, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 16,825 | 686 | 0.04% | 0.13% | 124 | -27,963 | -62.43% | Q2 2026 | Jul 30, 2026 |
| PKS Advisory Services, LLC | History | Added to | 16,787 | 684 | 0.11% | 0.14% | 125 | +1,010 | 6.4% | Q2 2026 | Aug 04, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 16,670 | 679 | 0.57% | 0.49% | 126 | +4,369 | 35.52% | Q2 2026 | Aug 03, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 16,522 | 673 | 0.01% | 0.14% | 127 | -139,114 | -89.38% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 16,036 | 654 | 0.04% | 0.04% | 128 | +122 | 0.77% | Q2 2026 | Aug 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 16,016 | 653 | 0.2% | 0.23% | 129 | -259 | -1.59% | Q2 2026 | Aug 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 16,315 | 638 | 0.03% | 0.03% | 130 | +3,163 | 24.05% | Q2 2026 | Jul 09, 2026 |
| City Center Advisors, LLC | History | Added to | 15,561 | 634 | 0.51% | 0.54% | 131 | +714 | 4.81% | Q2 2026 | Jul 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 15,435 | 629 | 0.01% | 0.01% | 132 | +27 | 0.18% | Q2 2026 | Jul 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 15,161 | 618 | 0.01% | 0.01% | 133 | +1,939 | 14.66% | Q2 2026 | Jul 22, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 15,103 | 616 | 0.0% | 0.0% | 134 | -2,580 | -14.59% | Q2 2026 | Jul 24, 2026 |
| Redwood Financial Network Corp | History | Reduced | 15,118 | 616 | 0.34% | 0.39% | 135 | -59 | -0.39% | Q2 2026 | Aug 07, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 15,008 | 612 | 0.23% | 0.24% | 136 | +650 | 4.53% | Q2 2026 | Jul 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 14,991 | 611 | 0.01% | — | 137 | +14,991 | New | Q2 2026 | Jul 13, 2026 |
| Copley Financial Group, Inc. | History | Added to | 14,962 | 610 | 0.37% | 0.31% | 138 | +1,600 | 11.97% | Q2 2026 | Aug 11, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 14,480 | 590 | 0.25% | 0.21% | 139 | +4,315 | 42.45% | Q2 2026 | Jul 07, 2026 |
| Corient Private Wealth LP | History | Added to | 14,376 | 586 | 0.0% | 0.0% | 141 | +4,802 | 50.16% | Q2 2026 | Aug 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 14,373 | 586 | 0.01% | 0.01% | 140 | -847 | -5.57% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | Added to | 14,348 | 585 | 0.0% | 0.01% | 142 | +5,500 | 62.16% | Q2 2026 | Aug 10, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 14,307 | 584 | 0.11% | 0.15% | 143 | -3,119 | -17.9% | Q2 2026 | Jul 07, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 14,225 | 577 | 0.63% | 0.35% | 144 | +6,207 | 77.41% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 13,859 | 565 | 0.01% | 0.02% | 145 | -2,055 | -12.91% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 13,390 | 546 | 0.0% | 0.0% | 146 | +5,290 | 65.31% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 13,322 | 543 | 0.0% | 0.0% | 147 | -518 | -3.74% | Q2 2026 | Aug 18, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 13,087 | 533 | 0.04% | 0.04% | 148 | +178 | 1.38% | Q2 2026 | Aug 14, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 12,795 | 521 | 0.21% | 0.23% | 149 | -250 | -1.92% | Q2 2026 | Aug 06, 2026 |
| Royal Fund Management, LLC | History | Added to | 12,673 | 516 | 0.04% | 0.04% | 150 | +1,996 | 18.69% | Q2 2026 | Jul 20, 2026 |
| SMITH, MOORE & CO. | History | Added to | 12,481 | 509 | 0.03% | 0.04% | 151 | +137 | 1.11% | Q2 2026 | Aug 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 12,181 | 496 | 0.03% | 0.03% | 152 | +2,627 | 27.5% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | Added to | 12,014 | 490 | 0.01% | 0.01% | 153 | +225 | 1.91% | Q2 2026 | Aug 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 11,850 | 483 | 0.02% | 0.02% | 154 | +1,432 | 13.75% | Q2 2026 | Jul 23, 2026 |
| StoneX Group Inc. | History | Added to | 11,839 | 482 | 0.02% | 0.01% | 155 | +5,190 | 78.06% | Q2 2026 | Aug 12, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 11,772 | 480 | 0.3% | 0.3% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 11,741 | 478 | 0.02% | 0.04% | 157 | -4,833 | -29.16% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 11,678 | 476 | 0.0% | 0.0% | 158 | +42 | 0.36% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 11,370 | 463 | 0.01% | 0.01% | 159 | -503 | -4.24% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,181 | 456 | 0.0% | 0.0% | 160 | -365 | -3.16% | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 11,674 | 456 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 11,111 | 453 | 0.25% | 0.1% | 162 | +7,246 | 187.48% | Q2 2026 | Aug 07, 2026 |
| Note Advisors, LLC | History | Reduced | 11,057 | 451 | 0.2% | 0.23% | 163 | -751 | -6.36% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 10,908 | 444 | 0.01% | 0.01% | 164 | +2,234 | 25.76% | Q2 2026 | Aug 11, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 10,776 | 439 | 0.13% | 0.14% | 165 | +86 | 0.8% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 10,666 | 435 | 0.0% | 0.0% | 166 | +524 | 5.17% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 10,537 | 428 | 0.01% | 0.01% | 167 | -49 | -0.46% | Q2 2026 | Jul 29, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 10,454 | 426 | 0.55% | 0.6% | 169 | +240 | 2.35% | Q2 2026 | Jul 29, 2026 |
| Horizon Wealth Management, LLC | History | No change | 10,468 | 426 | 0.05% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bensler, LLC | History | Reduced | 10,433 | 425 | 0.04% | 0.06% | 170 | -3,513 | -25.19% | Q2 2026 | Jul 23, 2026 |
| Hamilton Wealth, LLC | History | Added to | 10,399 | 424 | 0.08% | 0.07% | 171 | +1,836 | 21.44% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | New | 9,868 | 402 | 0.02% | — | 172 | +9,868 | New | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,749 | 397 | 0.01% | 0.01% | 173 | +567 | 6.18% | Q2 2026 | Aug 14, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 9,677 | 394 | 0.14% | 0.15% | 174 | +259 | 2.75% | Q2 2026 | Jul 29, 2026 |
| Compound Planning, Inc. | History | Added to | 9,546 | 389 | 0.01% | 0.01% | 175 | +467 | 5.14% | Q2 2026 | Aug 04, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,350 | 381 | 0.02% | 0.03% | 176 | +53 | 0.57% | Q2 2026 | Jul 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,325 | 380 | 0.01% | 0.01% | 177 | +1,273 | 15.81% | Q2 2026 | Jul 22, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 9,225 | 376 | 0.16% | 0.19% | 178 | -1,430 | -13.42% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 889,300 | 362 | 0.0% | 0.0% | 179 | +257,000 | 40.65% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 8,998 | 352 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 8,548 | 349 | 0.03% | 0.03% | 181 | -323 | -3.64% | Q2 2026 | Aug 07, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 8,914 | 348 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 8,549 | 348 | 0.26% | 0.31% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 8,464 | 345 | 0.02% | 0.02% | 184 | -2,290 | -21.29% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,271 | 337 | 0.03% | 0.04% | 185 | -2,408 | -22.55% | Q2 2026 | Jul 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 8,195 | 334 | 0.01% | 0.01% | 186 | +626 | 8.27% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | Reduced | 8,086 | 329 | 0.01% | 0.01% | 187 | -75 | -0.92% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 7,684 | 313 | 0.04% | 0.05% | 188 | -541 | -6.58% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 7,462 | 304 | 0.01% | 0.01% | 189 | -154 | -2.02% | Q2 2026 | Jul 30, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 7,213 | 294 | 0.09% | 0.27% | 191 | -11,826 | -62.11% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,212 | 294 | 0.0% | 0.0% | 190 | +857 | 13.49% | Q2 2026 | Sep 08, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 7,121 | 290 | 0.05% | — | 192 | +7,121 | New | Q2 2026 | Jul 15, 2026 |
| Advisory Advocates, LLC | History | No change | 6,950 | 283 | 0.24% | 0.28% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | New | 6,736 | 274 | 0.0% | — | 194 | +6,736 | New | Q2 2026 | Aug 06, 2026 |
| Core Wealth Partners LLC | History | Reduced | 6,709 | 273 | 0.12% | 0.16% | 195 | -2,294 | -25.48% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,645 | 271 | 0.01% | 0.0% | 196 | +5,496 | 478.33% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,348 | 258 | 0.0% | 0.0% | 198 | -2,017 | -24.11% | Q2 2026 | Aug 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 6,330 | 258 | 0.01% | 0.01% | 197 | +143 | 2.31% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,262 | 255 | 0.0% | 0.01% | 199 | -6,764 | -51.93% | Q2 2026 | Jul 09, 2026 |
| EQ LLC | History | No change | 6,263 | 255 | 0.06% | 0.07% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,161 | 251 | 0.02% | — | 201 | +6,161 | New | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Added to | 6,091 | 248 | 0.0% | 0.0% | 202 | +969 | 18.92% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Reduced | 6,010 | 245 | 0.0% | 0.0% | 203 | -940 | -13.53% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | Reduced | 6,160 | 241 | 0.0% | 0.01% | 204 | -10,028 | -61.95% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 5,881 | 239 | 0.0% | 0.0% | 205 | -4,709 | -44.47% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 5,800 | 236 | 0.0% | — | 206 | +5,800 | New | Q2 2026 | Aug 13, 2026 |
| Alteri Wealth LLC | History | No change | 5,755 | 234 | 0.06% | 0.07% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 5,735 | 233 | 0.01% | 0.01% | 208 | -2,085 | -26.66% | Q2 2026 | Jul 27, 2026 |
| Trilogy Capital Inc. | History | Added to | 5,707 | 232 | 0.01% | 0.01% | 209 | +443 | 8.42% | Q2 2026 | Jul 02, 2026 |
| DAVENPORT & Co LLC | History | New | 5,670 | 231 | 0.0% | — | 210 | +5,670 | New | Q2 2026 | Jul 13, 2026 |
| CARLSON FINANCIAL, INC. | History | Reduced | 5,554 | 226 | 0.12% | 0.13% | 211 | -124 | -2.18% | Q2 2026 | Aug 24, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 5,476 | 223 | 0.09% | 0.1% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 5,446 | 222 | 0.07% | 0.09% | 213 | -1,103 | -16.84% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | Added to | 5,437 | 221 | 0.0% | 0.0% | 214 | +145 | 2.74% | Q2 2026 | Aug 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,301 | 216 | 0.01% | 0.01% | 215 | -1,119 | -17.43% | Q2 2026 | Jul 20, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 5,300 | 216 | 0.05% | 0.11% | 216 | +28 | 0.53% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 5,171 | 210 | 0.0% | 0.0% | 217 | -286 | -5.24% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,126 | 209 | 0.0% | 0.0% | 218 | -245 | -4.56% | Q2 2026 | Jul 31, 2026 |
| Mission Financial Group, LLC | History | New | 5,086 | 207 | 0.17% | — | 220 | +5,086 | New | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5,058 | 207 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Main Street Financial Solutions, LLC | History | New | 5,000 | 203 | 0.01% | — | 221 | +5,000 | New | Q2 2026 | Aug 07, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 4,986 | 203 | 0.05% | — | 222 | +4,986 | New | Q2 2026 | Jul 09, 2026 |
| Quartz Partners, LLC | History | Reduced | 4,974 | 202 | 0.07% | 0.08% | 223 | -285 | -5.42% | Q2 2026 | Aug 10, 2026 |
| MIRAMONTES CAPITAL, LLC | History | New | 4,946 | 201 | 0.06% | — | 224 | +4,946 | New | Q2 2026 | Sep 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,893 | 199 | 0.0% | 0.0% | 225 | +20 | 0.41% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 4,679 | 190 | 0.0% | 0.0% | 226 | +891 | 23.52% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,626 | 188 | 0.0% | 0.0% | 227 | -1,297 | -21.9% | Q2 2026 | Aug 03, 2026 |
| Tidemark, LLC | History | No change | 4,159 | 169 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 3,716 | 151 | 0.12% | 0.13% | 229 | -120 | -3.13% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | New | 3,587 | 146 | 0.01% | — | 230 | +3,587 | New | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 3,312 | 135 | 0.0% | 0.0% | 231 | +179 | 5.71% | Q2 2026 | Jul 20, 2026 |
| Robinswood Financial LLC | History | No change | 3,149 | 128 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,114 | 126 | 0.0% | 0.0% | 233 | +2,347 | 306.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 3,029 | 124 | 0.0% | — | 234 | +3,029 | New | Q2 2026 | Aug 17, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 3,000 | 122 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,000 | 121 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Providence Capital Advisors, LLC | History | New | 2,809 | 114 | 0.02% | — | 237 | +2,809 | New | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,576 | 105 | 0.0% | — | 238 | +2,576 | New | Q2 2026 | Aug 11, 2026 |
| Quent Capital, LLC | History | New | 2,470 | 100 | 0.01% | — | 239 | +2,470 | New | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | New | 2,008 | 81 | 0.02% | — | 241 | +2,008 | New | Q2 2026 | Jul 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,992 | 81 | 0.0% | 0.0% | 240 | -142 | -6.65% | Q2 2026 | Aug 10, 2026 |
| Collier Financial | History | Reduced | 1,900 | 77 | 0.05% | 0.09% | 242 | -1,212 | -38.95% | Q2 2026 | Jul 30, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1,899 | 77 | 0.02% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 1,800 | 73 | 0.0% | 0.0% | 245 | +550 | 44.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,800 | 73 | 0.0% | 0.0% | 244 | -39 | -2.12% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,785 | 72 | 0.0% | 0.0% | 246 | -13 | -0.72% | Q2 2026 | Jul 29, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,715 | 69 | 0.03% | 0.03% | 247 | +130 | 8.2% | Q2 2026 | Jul 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,570 | 64 | 0.0% | 0.0% | 248 | +884 | 128.86% | Q2 2026 | Aug 12, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 1,359 | 55 | 0.01% | 0.02% | 249 | -2,134 | -61.09% | Q2 2026 | Jul 22, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,336 | 54 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,245 | 50 | 0.0% | 0.0% | 251 | +13 | 1.06% | Q2 2026 | Jul 17, 2026 |
| Larson Financial Group LLC | History | Added to | 1,131 | 46 | 0.0% | 0.0% | 252 | +929 | 459.9% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Added to | 1,065 | 43 | 0.0% | 0.0% | 253 | +616 | 137.19% | Q2 2026 | Jul 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 1,056 | 43 | 0.03% | 0.03% | 254 | +28 | 2.72% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,043 | 42 | 0.0% | 0.0% | 255 | -578 | -35.66% | Q2 2026 | Jul 27, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 1,000 | 40 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 800 | 32 | 0.01% | 0.01% | 257 | +100 | 14.29% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 792 | 32 | 0.01% | 0.01% | 258 | +6 | 0.76% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 610 | 24 | 0.0% | 0.0% | 259 | +118 | 23.98% | Q2 2026 | Aug 07, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 604 | 24 | 0.0% | 0.0% | 260 | +16 | 2.72% | Q2 2026 | Jul 09, 2026 |
| WEBSTER BANK, N. A. | History | No change | 486 | 19 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | Reduced | 421 | 17 | 0.0% | 0.0% | 262 | -222 | -34.53% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | Reduced | 300 | 12 | 0.01% | 0.03% | 264 | -1,100 | -78.57% | Q2 2026 | Aug 17, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 300 | 12 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 301 | 12 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Single Point Partners, LLC | History | New | 22,102 | 9 | 0.0% | — | 266 | +22,102 | New | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | New | 197 | 8 | 0.0% | — | 268 | +197 | New | Q2 2026 | Aug 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strengthening Families & Communities, LLC | History | New | 109 | 4 | 0.0% | — | 273 | +109 | New | Q2 2026 | Aug 11, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 122 | 4 | 0.0% | 0.0% | 270 | +4 | 3.39% | Q2 2026 | Jul 17, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quaker Wealth Management, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLINGTON-ALTUS USA INC. | History | New | 91 | 3 | 0.0% | — | 276 | +91 | New | Q2 2026 | Sep 17, 2026 |
| Roble, Belko & Company, Inc | History | No change | 75 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LifeSteps Financial, Inc. | History | New | 40 | 1 | 0.0% | — | 279 | +40 | New | Q2 2026 | Jul 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 29 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -132,019 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -98,641 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Flaharty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -58,269 | -100.0% | Q2 2026 | Jul 08, 2026 |
| San Luis Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -52,728 | -100.0% | Q2 2026 | Jul 16, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,983 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,477 | -100.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,288 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,200 | -100.0% | Q2 2026 | Jul 22, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,894 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -5,450 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,166 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,631 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -634 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -504 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -456 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -245 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q2 2026 | Aug 03, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 03, 2026 |