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 | 3,998,577 | 156,464 | 0.01% | 0.01% | 1 | +10,711 | 0.27% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,417,286 | 133,718 | 0.04% | 0.04% | 2 | +166,427 | 5.12% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,149,051 | 84,092 | 0.01% | 0.01% | 3 | +41,116 | 1.95% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,899,933 | 74,320 | 0.02% | 0.01% | 4 | +283,091 | 17.51% | Q1 2026 | May 15, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | No change | 1,710,000 | 66,912 | 1.57% | 1.9% | 5 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global X Japan Co., Ltd. | History | New | 1,171,865 | 45,855 | 2.36% | — | 6 | +1,171,865 | New | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | Reduced | 908,322 | 35,542 | 0.01% | 0.01% | 7 | -98,259 | -9.76% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 892,369 | 34,918 | 0.01% | 0.01% | 8 | -56,500 | -5.95% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 876,139 | 34,283 | 0.39% | 0.38% | 9 | +48,936 | 5.92% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 836,521 | 32,733 | 0.05% | 0.06% | 10 | -101,673 | -10.84% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 593,035 | 23,205 | 0.01% | 0.01% | 11 | +54,578 | 10.14% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 514,269 | 20,123 | 0.01% | 0.01% | 12 | -26,304 | -4.87% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 476,548 | 18,647 | 0.02% | 0.02% | 13 | +7,367 | 1.57% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 447,763 | 17,520 | 0.26% | 0.27% | 14 | +15,084 | 3.49% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 427,853 | 16,741 | 0.4% | 0.43% | 15 | +19,974 | 4.9% | Q1 2026 | May 15, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 426,982 | 16,707 | 6.14% | 5.93% | 16 | +14,166 | 3.43% | Q1 2026 | Apr 21, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 318,080 | 12,446 | 0.02% | 0.02% | 17 | -27,790 | -8.03% | Q1 2026 | May 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 302,959 | 11,854 | 0.48% | 0.46% | 18 | +3,551 | 1.19% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 285,495 | 11,171 | 0.0% | 0.0% | 19 | -4,307 | -1.49% | Q1 2026 | May 15, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 268,687 | 10,513 | 4.38% | 3.63% | 20 | -7,501 | -2.72% | Q1 2026 | Jun 01, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 236,944 | 9,089 | 0.01% | 0.01% | 21 | +20,272 | 9.36% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 197,873 | 7,743 | 0.02% | 0.02% | 22 | +1,238 | 0.63% | Q1 2026 | Apr 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 183,281 | 7,171 | 0.02% | 0.02% | 23 | -2,470 | -1.33% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 181,330 | 7,095 | 0.24% | 0.01% | 24 | +5,880 | 3.35% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 180,983 | 7,081 | 0.01% | 0.01% | 25 | -1,130 | -0.62% | Q1 2026 | May 12, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 178,000 | 6,965 | 0.46% | 0.47% | 26 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 173,562 | 6,791 | 2.27% | 2.32% | 27 | +291 | 0.17% | Q1 2026 | Apr 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 155,636 | 6,090 | 0.14% | 0.02% | 28 | +130,234 | 512.69% | Q1 2026 | May 12, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 145,021 | 5,674 | 1.24% | 1.57% | 29 | -28,917 | -16.62% | Q1 2026 | Apr 27, 2026 |
| Compass Financial Services Inc | History | Added to | 141,214 | 5,525 | 2.39% | 2.38% | 30 | +5,107 | 3.75% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | Added to | 140,592 | 5,501 | 0.06% | 0.01% | 31 | +126,522 | 899.23% | Q1 2026 | May 12, 2026 |
| XML Financial, LLC | History | Added to | 138,224 | 5,408 | 0.44% | 0.4% | 32 | +17,950 | 14.92% | Q1 2026 | Apr 16, 2026 |
| NFSG Corp | History | Reduced | 132,201 | 5,173 | 0.85% | 0.85% | 33 | -1,999 | -1.49% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 132,019 | 5,165 | 0.08% | 0.06% | 34 | +72,846 | 123.11% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 117,579 | 4,600 | 0.01% | 0.01% | 35 | -732 | -0.62% | Q1 2026 | Apr 27, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 108,022 | 4,226 | 0.12% | 0.1% | 36 | +16,684 | 18.27% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 107,977 | 4,225 | 0.02% | 0.02% | 37 | -2,121 | -1.93% | Q1 2026 | Apr 30, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 98,989 | 3,873 | 0.06% | 0.05% | 38 | +28,265 | 39.97% | Q1 2026 | May 11, 2026 |
| Quadrature Capital Ltd | History | New | 98,641 | 3,859 | 0.05% | — | 39 | +98,641 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 96,651 | 3,781 | 0.02% | 0.04% | 40 | -96,699 | -50.01% | Q1 2026 | Apr 24, 2026 |
| Ocean Park Asset Management, LLC | History | New | 95,500 | 3,736 | 0.22% | — | 41 | +95,500 | New | Q1 2026 | Apr 16, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 95,313 | 3,729 | 0.09% | 0.09% | 42 | -350 | -0.37% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 91,262 | 3,571 | 0.17% | 0.17% | 43 | +1,749 | 1.95% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 90,500 | 3,541 | 0.0% | 0.0% | 44 | -26,690 | -22.77% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 90,153 | 3,528 | 0.1% | 0.1% | 45 | +3,245 | 3.73% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | Added to | 86,925 | 3,401 | 0.12% | 0.02% | 46 | +77,906 | 863.8% | Q1 2026 | May 19, 2026 |
| Belpointe Asset Management LLC | History | Added to | 84,559 | 3,308 | 0.12% | 0.08% | 47 | +28,275 | 50.24% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 83,407 | 3,263 | 0.01% | 0.01% | 48 | +6,476 | 8.42% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 79,367 | 3,105 | 0.01% | 0.01% | 49 | +2,749 | 3.59% | Q1 2026 | Jun 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 77,745 | 3,042 | 0.03% | 0.04% | 50 | +991 | 1.29% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 66,372 | 2,597 | 0.0% | 0.0% | 51 | +3,758 | 6.0% | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 64,583 | 2,538 | 0.18% | 0.16% | 52 | +6,205 | 10.63% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 62,837 | 2,459 | 0.01% | 0.01% | 53 | +5,041 | 8.72% | Q1 2026 | Apr 22, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 62,121 | 2,430 | 0.27% | 0.28% | 54 | -581 | -0.93% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 60,958 | 2,385 | 0.0% | 0.0% | 55 | -4,969 | -7.54% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 60,945 | 2,384 | 0.0% | 0.0% | 56 | +40,423 | 196.97% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 58,593 | 2,292 | 0.06% | 0.06% | 57 | +2,295 | 4.08% | Q1 2026 | Apr 27, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 58,269 | 2,280 | 0.28% | 0.28% | 58 | +2,273 | 4.06% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 57,686 | 2,257 | 0.03% | 0.04% | 59 | -4,850 | -7.76% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 56,385 | 2,219 | 0.0% | 0.0% | 60 | -8,846 | -13.56% | Q1 2026 | Apr 08, 2026 |
| Garner Asset Management Corp | History | Added to | 55,592 | 2,175 | 0.85% | 0.81% | 61 | +3,567 | 6.86% | Q1 2026 | Apr 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 54,043 | 2,114 | 0.14% | 0.14% | 62 | +1,349 | 2.56% | Q1 2026 | Apr 10, 2026 |
| Apella Capital, LLC | History | Added to | 51,348 | 2,069 | 0.03% | 0.01% | 63 | +38,056 | 286.31% | Q1 2026 | Apr 20, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 52,768 | 2,064 | 0.21% | 0.22% | 64 | -2,167 | -3.94% | Q1 2026 | May 15, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 52,728 | 2,063 | 0.34% | 0.34% | 65 | +2,841 | 5.69% | Q1 2026 | Apr 29, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 52,218 | 2,043 | 0.51% | 0.49% | 66 | +8,401 | 19.17% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 47,796 | 1,870 | 0.04% | 0.05% | 67 | -6,890 | -12.6% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 47,783 | 1,869 | 0.0% | 0.0% | 68 | +4,141 | 9.49% | Q1 2026 | May 13, 2026 |
| ELCO Management Co., LLC | History | Reduced | 47,400 | 1,854 | 0.89% | 1.24% | 69 | -900 | -1.86% | Q1 2026 | Apr 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 46,371 | 1,814 | 0.07% | 0.07% | 70 | +384 | 0.84% | Q1 2026 | May 12, 2026 |
| Blue Chip Partners, LLC | History | Added to | 44,800 | 1,753 | 0.13% | 0.1% | 71 | +10,881 | 32.08% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 44,788 | 1,752 | 0.13% | 0.11% | 72 | +7,650 | 20.6% | Q1 2026 | Apr 15, 2026 |
| J. Team Financial, Inc. | History | Reduced | 44,437 | 1,738 | 1.95% | 2.1% | 73 | -7,341 | -14.18% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 43,758 | 1,712 | 0.02% | 0.03% | 74 | -31,908 | -42.17% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 41,712 | 1,632 | 0.0% | 0.0% | 75 | +4,164 | 11.09% | Q1 2026 | May 05, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | New | 40,065 | 1,568 | 1.67% | — | 76 | +40,065 | New | Q1 2026 | May 21, 2026 |
| Proficio Capital Partners LLC | History | Added to | 39,835 | 1,558 | 0.08% | 0.11% | 77 | +50 | 0.13% | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 39,777 | 1,556 | 0.17% | 0.18% | 78 | -2,651 | -6.25% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | No change | 37,195 | 1,455 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Added to | 36,432 | 1,425 | 0.06% | 0.06% | 80 | +3,129 | 9.4% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 35,421 | 1,386 | 0.0% | 0.0% | 81 | -42,114 | -54.32% | Q1 2026 | May 12, 2026 |
| PMG Family Office LLC | History | Added to | 34,698 | 1,357 | 1.52% | 1.56% | 82 | +1,365 | 4.1% | Q1 2026 | Apr 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 34,484 | 1,349 | 0.14% | 0.15% | 83 | +117 | 0.34% | Q1 2026 | May 04, 2026 |
| PSI Advisors, LLC | History | Added to | 34,222 | 1,339 | 0.32% | 0.3% | 84 | +4,551 | 15.34% | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 33,553 | 1,312 | 0.29% | 0.27% | 85 | +2,894 | 9.44% | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | No change | 33,046 | 1,293 | 0.1% | 0.11% | 86 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 31,228 | 1,221 | 0.19% | 0.24% | 87 | -6,368 | -16.94% | Q1 2026 | Apr 23, 2026 |
| APS Management Group, Inc. | History | Added to | 31,091 | 1,216 | 1.04% | 1.06% | 88 | +662 | 2.18% | Q1 2026 | Apr 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 30,767 | 1,203 | 0.03% | 0.04% | 89 | -3,194 | -9.4% | Q1 2026 | Apr 28, 2026 |
| Jefferies Financial Group Inc. | History | New | 29,073 | 1,137 | 0.01% | — | 90 | +29,073 | New | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 28,766 | 1,125 | 0.0% | 0.0% | 91 | -202 | -0.7% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 27,941 | 1,093 | 0.05% | 0.08% | 92 | -11,025 | -28.29% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 27,674 | 1,082 | 0.05% | 0.05% | 93 | +1,286 | 4.87% | Q1 2026 | May 12, 2026 |
| Newport Capital Group, LLC | History | No change | 27,500 | 1,076 | 0.66% | 0.68% | 94 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 27,410 | 1,072 | 0.01% | 0.01% | 95 | +1,039 | 3.94% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 25,337 | 991 | 0.18% | 0.15% | 96 | +5,122 | 25.34% | Q1 2026 | May 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 25,000 | 978 | 0.02% | 0.02% | 97 | +5,000 | 25.0% | Q1 2026 | May 08, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 24,860 | 972 | 0.06% | 0.07% | 98 | -131 | -0.52% | Q1 2026 | Apr 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 24,278 | 950 | 0.05% | 0.06% | 99 | +18 | 0.07% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 22,274 | 904 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 22,946 | 897 | 0.19% | 0.19% | 101 | +69 | 0.3% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 22,608 | 884 | 0.01% | 0.01% | 102 | +5,852 | 34.92% | Q1 2026 | May 15, 2026 |
| Tactive Advisors, LLC | History | Reduced | 22,227 | 869 | 0.25% | 0.27% | 103 | -253 | -1.13% | Q1 2026 | Apr 16, 2026 |
| FOCUSED ALPHA, LLC | History | New | 22,143 | 866 | 0.27% | — | 104 | +22,143 | New | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | No change | 21,901 | 856 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | Added to | 21,641 | 846 | 0.17% | 0.18% | 106 | +1,000 | 4.84% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 21,532 | 842 | 0.0% | 0.0% | 107 | +16,990 | 374.06% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 21,416 | 838 | 0.01% | 0.01% | 108 | -1,024 | -4.56% | Q1 2026 | May 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 21,252 | 831 | 0.06% | 0.09% | 109 | -13,462 | -38.78% | Q1 2026 | May 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 21,084 | 825 | 0.02% | 0.02% | 110 | -5,522 | -20.75% | Q1 2026 | May 15, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 20,979 | 820 | 0.13% | 0.13% | 111 | +3,317 | 18.78% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 20,537 | 804 | 0.01% | 0.01% | 112 | -697 | -3.28% | Q1 2026 | Apr 07, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 20,278 | 793 | 0.52% | 0.53% | 113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Braeburn Wealth Management LLC | History | No change | 20,000 | 782 | 0.45% | 0.41% | 114 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 19,983 | 781 | 0.0% | 0.0% | 115 | +8,295 | 70.97% | Q1 2026 | May 14, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 19,824 | 775 | 0.64% | 0.73% | 116 | -62 | -0.31% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 19,771 | 773 | 0.0% | 0.0% | 117 | -9,107 | -31.54% | Q1 2026 | May 13, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 19,039 | 745 | 0.27% | 0.53% | 118 | -17,068 | -47.27% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 18,090 | 707 | 0.0% | 0.0% | 119 | +3,431 | 23.41% | Q1 2026 | Apr 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 17,683 | 691 | 0.0% | 0.0% | 120 | +3,254 | 22.55% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 17,606 | 688 | 0.0% | 0.0% | 121 | +15,639 | 795.07% | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 17,426 | 686 | 0.15% | 0.16% | 122 | -562 | -3.12% | Q1 2026 | Apr 08, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 16,990 | 664 | 0.06% | 0.05% | 123 | +6,241 | 58.06% | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 16,574 | 648 | 0.04% | 0.07% | 124 | -10,537 | -38.87% | Q1 2026 | Apr 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 16,491 | 647 | 0.03% | 0.03% | 125 | +905 | 5.81% | Q1 2026 | May 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 16,275 | 636 | 0.23% | 0.24% | 126 | -40 | -0.25% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Reduced | 16,188 | 633 | 0.01% | 0.01% | 127 | -527 | -3.15% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 15,540 | 631 | 0.0% | 0.0% | 128 | +1,825 | 13.31% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 16,061 | 628 | 0.04% | 0.04% | 129 | +2,336 | 17.02% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,914 | 622 | 0.02% | 0.01% | 130 | +1,799 | 12.75% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 15,914 | 622 | 0.04% | 0.04% | 131 | +165 | 1.05% | Q1 2026 | May 13, 2026 |
| PKS Advisory Services, LLC | History | Added to | 15,777 | 617 | 0.14% | 0.14% | 132 | +306 | 1.98% | Q1 2026 | May 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 15,408 | 602 | 0.01% | 0.01% | 133 | +4,404 | 40.02% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,220 | 595 | 0.01% | 0.01% | 134 | +2,007 | 15.19% | Q1 2026 | Apr 20, 2026 |
| Redwood Financial Network Corp | History | Reduced | 15,177 | 593 | 0.39% | 0.4% | 135 | -140 | -0.91% | Q1 2026 | May 14, 2026 |
| City Center Advisors, LLC | History | Added to | 14,847 | 580 | 0.54% | 0.52% | 136 | +825 | 5.88% | Q1 2026 | Apr 07, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 14,358 | 561 | 0.24% | 0.26% | 137 | -63 | -0.44% | Q1 2026 | May 11, 2026 |
| Bensler, LLC | History | Reduced | 13,946 | 545 | 0.06% | 0.06% | 138 | -1,820 | -11.54% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 13,840 | 541 | 0.0% | 0.0% | 139 | -857 | -5.83% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 13,152 | 534 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Copley Financial Group, Inc. | History | Added to | 13,362 | 522 | 0.31% | 0.27% | 141 | +2,415 | 22.06% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 13,222 | 517 | 0.01% | 0.01% | 142 | +6,450 | 95.25% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 13,102 | 512 | 0.0% | 0.0% | 143 | +33 | 0.25% | Q1 2026 | May 05, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 13,045 | 510 | 0.23% | 0.25% | 144 | -300 | -2.25% | Q1 2026 | Apr 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 13,026 | 509 | 0.01% | 0.01% | 145 | +5,529 | 73.75% | Q1 2026 | Apr 14, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 12,909 | 505 | 0.04% | 0.05% | 146 | -2,188 | -14.49% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 12,344 | 483 | 0.04% | 0.03% | 147 | +1,675 | 15.7% | Q1 2026 | May 05, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 12,301 | 481 | 0.49% | 0.62% | 148 | -1,949 | -13.68% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 11,873 | 464 | 0.01% | 0.01% | 149 | +62 | 0.52% | Q1 2026 | May 12, 2026 |
| Note Advisors, LLC | History | Added to | 11,808 | 462 | 0.23% | 0.24% | 150 | +260 | 2.25% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 11,789 | 461 | 0.01% | 0.01% | 151 | -545 | -4.42% | Q1 2026 | May 12, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 11,772 | 460 | 0.3% | 0.35% | 152 | -805 | -6.4% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 11,674 | 456 | 0.03% | 0.03% | 153 | +49 | 0.42% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 11,636 | 455 | 0.0% | 0.0% | 154 | +495 | 4.44% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,546 | 451 | 0.0% | 0.0% | 155 | -820 | -6.63% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 10,679 | 436 | 0.04% | 0.04% | 156 | -6 | -0.06% | Q1 2026 | Apr 30, 2026 |
| Core Wealth Advisors, Inc. | History | New | 10,892 | 426 | 0.1% | — | 157 | +10,892 | New | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,586 | 423 | 0.01% | 0.01% | 158 | +4 | 0.04% | Q1 2026 | May 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 10,754 | 420 | 0.02% | 0.02% | 159 | +3,528 | 48.82% | Q1 2026 | Apr 30, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 10,690 | 418 | 0.14% | 0.11% | 160 | +2,852 | 36.39% | Q1 2026 | Apr 09, 2026 |
| Royal Fund Management, LLC | History | Added to | 10,677 | 417 | 0.04% | 0.03% | 161 | +1,242 | 13.16% | Q1 2026 | May 19, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 10,655 | 416 | 0.19% | 0.65% | 162 | -34,779 | -76.55% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 10,590 | 414 | 0.0% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Horizon Wealth Management, LLC | History | No change | 10,468 | 409 | 0.06% | 0.07% | 164 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Strategic Blueprint, LLC | History | Added to | 10,418 | 407 | 0.02% | 0.02% | 165 | +2,353 | 29.18% | Q1 2026 | Apr 29, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 9,854 | 400 | 0.42% | 0.42% | 166 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 10,214 | 399 | 0.6% | 0.74% | 167 | -1,819 | -15.12% | Q1 2026 | May 05, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 10,165 | 397 | 0.21% | 0.23% | 168 | +983 | 10.71% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 10,142 | 396 | 0.0% | 0.01% | 169 | +457 | 4.72% | Q1 2026 | Apr 23, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 9,660 | 392 | 0.59% | 0.59% | 170 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 9,554 | 373 | 0.03% | 0.03% | 171 | +679 | 7.65% | Q1 2026 | May 13, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 9,418 | 368 | 0.15% | 0.16% | 172 | +252 | 2.75% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,297 | 363 | 0.03% | 0.03% | 173 | +51 | 0.55% | Q1 2026 | Apr 08, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,182 | 359 | 0.01% | 0.01% | 174 | +929 | 11.26% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Reduced | 9,574 | 358 | 0.0% | 0.0% | 175 | -437 | -4.37% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 9,079 | 355 | 0.01% | 0.01% | 176 | +842 | 10.22% | Q1 2026 | May 14, 2026 |
| Core Wealth Partners LLC | History | Added to | 9,003 | 352 | 0.16% | 0.12% | 178 | +2,232 | 32.96% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 8,998 | 352 | 0.0% | 0.0% | 177 | -210 | -2.28% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | No change | 8,674 | 352 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 8,871 | 349 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 8,914 | 348 | 0.02% | 0.01% | 181 | +3,591 | 67.46% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 8,848 | 346 | 0.01% | 0.01% | 182 | +111 | 1.27% | Q1 2026 | May 13, 2026 |
| Hamilton Wealth, LLC | History | Added to | 25,689 | 335 | 0.02% | 0.1% | 183 | +12,792 | 99.19% | Q1 2026 | May 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 8,477 | 331 | 0.0% | 0.0% | 184 | +25 | 0.3% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,365 | 327 | 0.0% | 0.0% | 185 | -1,928 | -18.73% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 8,225 | 321 | 0.05% | 0.07% | 186 | -5,340 | -39.37% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 8,161 | 319 | 0.01% | 0.01% | 187 | -65 | -0.79% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 8,100 | 316 | 0.0% | 0.0% | 188 | -444 | -5.2% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 8,052 | 315 | 0.01% | 0.02% | 189 | -151 | -1.84% | Q1 2026 | Apr 28, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 8,018 | 307 | 0.35% | 0.36% | 190 | -1,066 | -11.73% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,820 | 306 | 0.01% | 0.01% | 191 | -1,626 | -17.21% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 7,616 | 298 | 0.01% | 0.01% | 192 | -2,125 | -21.82% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 7,569 | 296 | 0.01% | 0.01% | 193 | +1,329 | 21.3% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,288 | 285 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 7,200 | 281 | 0.03% | 0.03% | 195 | -46 | -0.63% | Q1 2026 | Apr 28, 2026 |
| Advisory Advocates, LLC | History | Added to | 6,950 | 271 | 0.28% | 0.22% | 197 | +1,500 | 27.52% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | No change | 6,950 | 271 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Reduced | 6,649 | 260 | 0.01% | 0.02% | 198 | -5,179 | -43.79% | Q1 2026 | May 14, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 6,549 | 256 | 0.09% | 0.1% | 199 | -234 | -3.45% | Q1 2026 | Apr 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 6,420 | 251 | 0.01% | 0.02% | 200 | -232 | -3.49% | Q1 2026 | Apr 09, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,355 | 248 | 0.0% | — | 201 | +6,355 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 632,300 | 247 | 0.0% | 0.0% | 202 | +60,999 | 10.68% | Q1 2026 | May 05, 2026 |
| EQ LLC | History | No change | 6,263 | 245 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 6,187 | 242 | 0.01% | 0.01% | 204 | +139 | 2.3% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,923 | 231 | 0.0% | 0.0% | 205 | -5,591 | -48.56% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 5,894 | 230 | 0.0% | — | 206 | +5,894 | New | Q1 2026 | May 15, 2026 |
| Alteri Wealth LLC | History | Added to | 5,755 | 225 | 0.07% | 0.07% | 207 | +775 | 15.56% | Q1 2026 | May 06, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 5,476 | 214 | 0.1% | 0.11% | 208 | +245 | 4.68% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 5,457 | 213 | 0.0% | — | 210 | +5,457 | New | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,450 | 213 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,371 | 210 | 0.0% | 0.0% | 211 | -280 | -4.95% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 5,292 | 207 | 0.0% | 0.01% | 212 | -338 | -6.0% | Q1 2026 | May 15, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 5,272 | 206 | 0.11% | 0.06% | 213 | -480 | -8.34% | Q1 2026 | Apr 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 5,264 | 205 | 0.01% | 0.01% | 215 | -2,175 | -29.24% | Q1 2026 | Apr 21, 2026 |
| Quartz Partners, LLC | History | Reduced | 5,259 | 205 | 0.08% | 0.08% | 214 | -301 | -5.41% | Q1 2026 | May 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,000 | 203 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 5,166 | 202 | 0.0% | — | 217 | +5,166 | New | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | New | 5,122 | 200 | 0.0% | — | 218 | +5,122 | New | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5,058 | 199 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 4,873 | 190 | 0.0% | — | 220 | +4,873 | New | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,372 | 177 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | No change | 4,159 | 162 | 0.04% | 0.05% | 222 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 3,865 | 151 | 0.1% | 0.07% | 223 | +939 | 32.09% | Q1 2026 | May 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 3,836 | 150 | 0.13% | 0.13% | 224 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Reduced | 3,788 | 148 | 0.0% | 0.0% | 225 | -42 | -1.1% | Q1 2026 | May 14, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 3,493 | 136 | 0.02% | 0.02% | 226 | +157 | 4.71% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 3,133 | 122 | 0.0% | 0.0% | 227 | +84 | 2.76% | Q1 2026 | Apr 13, 2026 |
| Collier Financial | History | Added to | 3,112 | 121 | 0.09% | 0.06% | 228 | +1,156 | 59.1% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 3,000 | 117 | 0.0% | — | 229 | +3,000 | New | Q1 2026 | Apr 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,000 | 115 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,134 | 83 | 0.0% | 0.0% | 231 | -311 | -12.72% | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,899 | 74 | 0.03% | — | 232 | +1,899 | New | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,839 | 71 | 0.0% | 0.0% | 233 | +1,150 | 166.91% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,798 | 70 | 0.0% | — | 234 | +1,798 | New | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 1,681 | 68 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Independent Advisors | History | New | 1,631 | 63 | 0.0% | — | 238 | +1,631 | New | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,621 | 63 | 0.0% | 0.0% | 237 | +22 | 1.38% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,573 | 63 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,585 | 62 | 0.03% | 0.04% | 239 | -92 | -5.49% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | Reduced | 1,400 | 54 | 0.03% | 0.06% | 240 | -800 | -36.36% | Q1 2026 | May 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,336 | 52 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 1,250 | 48 | 0.0% | — | 243 | +1,250 | New | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,232 | 48 | 0.0% | 0.0% | 242 | +779 | 171.96% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,149 | 44 | 0.0% | 0.0% | 244 | -389 | -25.29% | Q1 2026 | Apr 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 1,028 | 40 | 0.03% | 0.03% | 245 | +28 | 2.8% | Q1 2026 | Apr 17, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 1,000 | 39 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 770 | 31 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 767 | 29 | 0.0% | 0.0% | 248 | +287 | 59.79% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 700 | 27 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 686 | 26 | 0.0% | 0.0% | 250 | -1 | -0.15% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 643 | 25 | 0.0% | 0.0% | 251 | -842 | -56.7% | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 634 | 24 | 0.01% | — | 252 | +634 | New | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 588 | 23 | 0.0% | 0.0% | 253 | +16 | 2.8% | Q1 2026 | Apr 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 504 | 19 | 0.0% | — | 256 | +504 | New | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 492 | 19 | 0.0% | — | 255 | +492 | New | Q1 2026 | May 08, 2026 |
| WEBSTER BANK, N. A. | History | No change | 486 | 19 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Reduced | 449 | 17 | 0.0% | 0.0% | 258 | -400 | -47.11% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Reduced | 456 | 17 | 0.0% | 0.0% | 257 | -17 | -3.59% | Q1 2026 | May 15, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 300 | 12 | 0.01% | 0.02% | 259 | -200 | -40.0% | Q1 2026 | Apr 27, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 301 | 11 | 0.01% | — | 260 | +301 | New | Q1 2026 | Apr 20, 2026 |
| TopTier Wealth Management, LLC | History | New | 245 | 9 | 0.01% | — | 261 | +245 | New | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | No change | 202 | 7 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 131 | 5 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 118 | 4 | 0.0% | 0.0% | 265 | +3 | 2.61% | Q1 2026 | Apr 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 125 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 100 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Roble, Belko & Company, Inc | History | No change | 75 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 66 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 50 | 1 | 0.0% | — | 275 | +50 | New | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 41 | 1 | 0.0% | 0.0% | 274 | +12 | 41.38% | Q1 2026 | Apr 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 29 | 1 | 0.0% | 0.0% | 273 | +1 | 3.57% | Q1 2026 | Apr 27, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Closed out | 0 | 0 | — | 0.35% | — | -1,652,108 | -100.0% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125,350 | -100.0% | Q1 2026 | May 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -98,292 | -100.0% | Q1 2026 | Apr 30, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 1.59% | — | -53,125 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -39,081 | -100.0% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -30,225 | -100.0% | Q1 2026 | May 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -20,339 | -100.0% | Q1 2026 | Apr 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -12,715 | -100.0% | Q1 2026 | Apr 21, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,313 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,605 | -100.0% | Q1 2026 | May 15, 2026 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,865 | -100.0% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,756 | -100.0% | Q1 2026 | May 14, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,348 | -100.0% | Q1 2026 | May 04, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,073 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Sandbox Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,987 | -100.0% | Q1 2026 | Apr 08, 2026 |
| EFG International AG | History | Closed out | 0 | 0 | — | 0.0% | — | -3,280 | -100.0% | Q1 2026 | May 15, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,908 | -100.0% | Q1 2026 | May 19, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200 | -100.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | Apr 07, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -595 | -100.0% | Q1 2026 | May 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |