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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 4,095,324 | 167,048 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 3,504,445 | 142,946 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,355,983 | 96,100 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,975,584 | 80,584 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | No change | 1,710,000 | 69,750 | 1.14% | 1.14% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 1,257,514 | 52,211 | 2.12% | 1.78% | 6 | +70,173 | 5.91% | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,032,694 | 42,124 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 949,131 | 38,715 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 863,278 | 35,213 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Reduced | 765,291 | 31,774 | 0.31% | 0.33% | 10 | -50,545 | -6.2% | Q3 2026 | Oct 22, 2026 |
| Proficio Capital Partners LLC | History | No change | 663,735 | 27,073 | 0.97% | 0.97% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 645,601 | 26,805 | 0.06% | 0.02% | 12 | +442,087 | 217.23% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 646,091 | 26,354 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 559,469 | 22,820 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 503,980 | 20,557 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 461,183 | 19,148 | 5.98% | 5.53% | 16 | +22,645 | 5.16% | Q3 2026 | Oct 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 453,929 | 18,515 | 0.22% | 0.22% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 441,139 | 18,316 | 0.32% | 0.33% | 18 | -2,690 | -0.61% | Q3 2026 | Nov 03, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 377,523 | 15,674 | 2.97% | 2.42% | 19 | +86,407 | 29.68% | Q3 2026 | Oct 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 325,828 | 13,290 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 306,229 | 12,491 | 4.16% | 4.16% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 302,148 | 12,324 | 0.44% | 0.44% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 237,712 | 9,651 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 234,241 | 9,556 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 226,694 | 9,246 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Thrive Capital Management, LLC | History | Added to | 190,310 | 7,901 | 1.42% | 1.43% | 26 | +4,461 | 2.4% | Q3 2026 | Oct 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 183,503 | 7,619 | 0.13% | 0.13% | 27 | +3,420 | 1.9% | Q3 2026 | Nov 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 186,252 | 7,597 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 178,000 | 7,260 | 0.42% | 0.42% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XML Financial, LLC | History | Added to | 167,612 | 6,959 | 0.5% | 0.45% | 30 | +15,107 | 9.91% | Q3 2026 | Oct 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 163,826 | 6,692 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 160,049 | 6,645 | 1.7% | 1.69% | 32 | +1,048 | 0.66% | Q3 2026 | Oct 06, 2026 |
| Compass Financial Services Inc | History | No change | 146,670 | 5,982 | 2.24% | 2.24% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NFSG Corp | History | Added to | 132,327 | 5,494 | 0.63% | 0.66% | 34 | +1,951 | 1.5% | Q3 2026 | Oct 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 123,666 | 5,135 | 0.01% | 0.0% | 35 | +97,184 | 366.98% | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 114,943 | 4,772 | 0.01% | 0.01% | 36 | +5,539 | 5.06% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 107,879 | 4,479 | 0.01% | 0.01% | 37 | +2,529 | 2.4% | Q3 2026 | Nov 02, 2026 |
| CreativeOne Wealth, LLC | History | No change | 109,728 | 4,475 | 0.1% | 0.1% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 106,298 | 4,413 | 0.11% | 0.1% | 39 | +4,378 | 4.3% | Q3 2026 | Nov 03, 2026 |
| RiverFront Investment Group, LLC | History | No change | 105,289 | 4,294 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 102,095 | 4,244 | 0.25% | 0.23% | 41 | +9,400 | 10.14% | Q3 2026 | Nov 02, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 95,620 | 3,970 | 0.24% | 0.19% | 42 | +120 | 0.13% | Q3 2026 | Oct 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 93,874 | 3,898 | 0.1% | 0.1% | 43 | +3,470 | 3.84% | Q3 2026 | Oct 22, 2026 |
| PFG Investments, LLC | History | No change | 94,290 | 3,846 | 0.15% | 0.15% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Western Wealth Management, LLC | History | No change | 89,682 | 3,658 | 0.12% | 0.12% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 84,996 | 3,466 | 0.11% | 0.11% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lido Advisors, LLC | History | Added to | 80,309 | 3,334 | 0.01% | 0.01% | 47 | +6,795 | 9.24% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 79,486 | 3,242 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 78,467 | 3,200 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 76,618 | 3,181 | 0.02% | 0.01% | 50 | +56,075 | 272.96% | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 70,395 | 2,871 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 68,822 | 2,807 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 66,740 | 2,771 | 0.02% | 0.02% | 53 | -5,161 | -7.18% | Q3 2026 | Oct 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 64,526 | 2,632 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. Team Financial, Inc. | History | Added to | 62,887 | 2,611 | 2.27% | 2.2% | 55 | +7,432 | 13.4% | Q3 2026 | Nov 03, 2026 |
| NWF Advisory Services Inc. | History | Added to | 62,394 | 2,590 | 0.24% | 0.24% | 56 | +137 | 0.22% | Q3 2026 | Oct 19, 2026 |
| Garner Asset Management Corp | History | Reduced | 62,343 | 2,579 | 0.85% | 0.84% | 57 | -870 | -1.38% | Q3 2026 | Oct 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 60,770 | 2,478 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 58,629 | 2,434 | 0.06% | 0.05% | 59 | +480 | 0.83% | Q3 2026 | Oct 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 58,439 | 2,383 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 56,591 | 2,349 | 0.14% | 0.14% | 61 | -332 | -0.58% | Q3 2026 | Oct 09, 2026 |
| Janney Montgomery Scott LLC | History | No change | 56,962 | 2,323 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | No change | 56,771 | 2,315 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 56,648 | 2,310 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | Added to | 50,602 | 2,120 | 0.03% | 0.03% | 65 | +129 | 0.26% | Q3 2026 | Oct 08, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 51,807 | 2,113 | 0.2% | 0.2% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 49,589 | 2,076 | 0.0% | 0.0% | 67 | -3,392 | -6.4% | Q3 2026 | Oct 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 49,699 | 2,063 | 0.06% | 0.02% | 68 | +37,958 | 323.29% | Q3 2026 | Oct 23, 2026 |
| Blue Chip Partners, LLC | History | No change | 49,973 | 2,038 | 0.13% | 0.13% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verity Asset Management, Inc. | History | New | 47,745 | 1,982 | 0.77% | — | 70 | +47,745 | New | Q3 2026 | Oct 30, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 46,141 | 1,915 | 0.41% | 0.45% | 71 | -3,533 | -7.11% | Q3 2026 | Nov 03, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | Added to | 44,045 | 1,829 | 1.76% | 1.57% | 72 | +6,280 | 16.63% | Q3 2026 | Nov 02, 2026 |
| IHT Wealth Management, LLC | History | No change | 44,502 | 1,815 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 43,350 | 1,799 | 0.45% | 0.23% | 74 | +21,132 | 95.11% | Q3 2026 | Oct 19, 2026 |
| Wealthfront Advisers LLC | History | No change | 42,770 | 1,744 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 40,500 | 1,651 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELCO Management Co., LLC | History | Reduced | 38,000 | 1,577 | 0.74% | 0.72% | 77 | -3,200 | -7.77% | Q3 2026 | Oct 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 38,550 | 1,572 | 0.14% | 0.14% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Qube Research & Technologies Ltd | History | No change | 38,049 | 1,552 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | New | 37,240 | 1,530 | 0.02% | — | 80 | +37,240 | New | Q3 2026 | Nov 04, 2026 |
| 1832 Asset Management L.P. | History | No change | 37,195 | 1,517 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PMG Family Office LLC | History | Added to | 35,825 | 1,487 | 1.38% | 1.34% | 82 | +136 | 0.38% | Q3 2026 | Oct 19, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 36,293 | 1,480 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bangor Savings Bank | History | No change | 35,511 | 1,474 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| McAdam, LLC | History | Added to | 34,088 | 1,415 | 0.05% | 0.05% | 85 | +4,212 | 14.1% | Q3 2026 | Oct 21, 2026 |
| PSI Advisors, LLC | History | No change | 32,154 | 1,311 | 0.3% | 0.3% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 30,767 | 1,254 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 30,698 | 1,252 | 0.23% | 0.23% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jefferies Financial Group Inc. | History | No change | 29,525 | 1,204 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | No change | 29,062 | 1,185 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 28,204 | 1,171 | 0.12% | 0.12% | 92 | -4,116 | -12.74% | Q3 2026 | Oct 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 28,711 | 1,171 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 27,900 | 1,158 | 0.04% | 0.05% | 93 | -404 | -1.43% | Q3 2026 | Oct 23, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 28,229 | 1,151 | 0.15% | 0.15% | 94 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 26,566 | 1,083 | 0.14% | 0.14% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 25,098 | 1,023 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 23,925 | 993 | 0.17% | 0.18% | 97 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 24,274 | 990 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tactive Advisors, LLC | History | Added to | 23,592 | 979 | 0.24% | 0.23% | 99 | +853 | 3.75% | Q3 2026 | Oct 08, 2026 |
| Berger Financial Group, Inc | History | No change | 23,971 | 977 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SageGuard Financial Group, LLC | History | No change | 23,867 | 973 | 0.14% | 0.14% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,445 | 956 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curtis Advisory Group, LLC | History | No change | 22,946 | 952 | 0.18% | 0.18% | 103 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| APS Management Group, Inc. | History | Reduced | 22,864 | 949 | 0.68% | 0.98% | 104 | -8,441 | -26.96% | Q3 2026 | Oct 14, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 22,840 | 949 | 0.51% | 0.51% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 22,402 | 913 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 22,065 | 900 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 21,600 | 881 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 21,008 | 872 | 0.05% | 0.06% | 109 | -3,852 | -15.49% | Q3 2026 | Oct 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 21,319 | 869 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 20,308 | 843 | 1.01% | 0.55% | 111 | +9,854 | 94.26% | Q3 2026 | Nov 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 20,142 | 836 | 0.09% | 0.09% | 112 | +1,552 | 8.35% | Q3 2026 | Oct 30, 2026 |
| Braeburn Wealth Management LLC | History | No change | 20,000 | 830 | 0.35% | 0.35% | 113 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 19,980 | 829 | 0.02% | 0.03% | 114 | +3,665 | 22.46% | Q3 2026 | Oct 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 20,278 | 827 | 0.51% | 0.51% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Madison Wealth Partners, Inc | History | No change | 19,945 | 813 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 19,521 | 796 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 19,493 | 795 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 19,385 | 790 | 0.16% | 0.16% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | No change | 19,184 | 782 | 0.58% | 0.58% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 19,113 | 779 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Markowski Investments | History | Added to | 18,355 | 762 | 0.17% | 0.16% | 122 | +30 | 0.16% | Q3 2026 | Oct 30, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 18,330 | 761 | 0.04% | 0.04% | 123 | -852 | -4.44% | Q3 2026 | Nov 03, 2026 |
| BFC Planning, Inc. | History | No change | 17,734 | 723 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 17,386 | 721 | 0.04% | 0.04% | 125 | +561 | 3.33% | Q3 2026 | Oct 16, 2026 |
| Sanctuary Advisors, LLC | History | No change | 17,206 | 701 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 17,042 | 695 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PKS Advisory Services, LLC | History | No change | 16,787 | 684 | 0.11% | 0.11% | 128 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 16,670 | 679 | 0.57% | 0.57% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 16,522 | 673 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| City Center Advisors, LLC | History | Added to | 16,199 | 672 | 0.51% | 0.51% | 131 | +638 | 4.1% | Q3 2026 | Oct 07, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 16,070 | 667 | 0.19% | 0.2% | 132 | +54 | 0.34% | Q3 2026 | Oct 30, 2026 |
| Wealthspire Retirement, LLC | History | No change | 16,036 | 654 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 15,583 | 647 | 0.23% | 0.23% | 134 | +575 | 3.83% | Q3 2026 | Oct 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 15,280 | 634 | 0.0% | 0.0% | 135 | +177 | 1.17% | Q3 2026 | Oct 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 15,177 | 630 | 0.01% | 0.01% | 136 | -258 | -1.67% | Q3 2026 | Oct 13, 2026 |
| Royal Fund Management, LLC | History | Added to | 14,777 | 613 | 0.05% | 0.04% | 137 | +2,104 | 16.6% | Q3 2026 | Oct 22, 2026 |
| Creative Planning | History | Added to | 14,701 | 610 | 0.0% | 0.0% | 138 | +1,311 | 9.79% | Q3 2026 | Nov 02, 2026 |
| Copley Financial Group, Inc. | History | No change | 14,962 | 610 | 0.37% | 0.37% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 14,720 | 605 | 0.01% | 0.01% | 141 | +4,183 | 39.7% | Q3 2026 | Oct 26, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 14,589 | 605 | 0.01% | 0.01% | 140 | -572 | -3.77% | Q3 2026 | Nov 05, 2026 |
| Redwood Financial Network Corp | History | Reduced | 14,455 | 600 | 0.33% | 0.34% | 142 | -663 | -4.39% | Q3 2026 | Nov 03, 2026 |
| KW WEALTH MANAGEMENT LLC | History | New | 14,430 | 599 | 0.46% | — | 144 | +14,430 | New | Q3 2026 | Oct 28, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 14,315 | 599 | 0.11% | 0.11% | 143 | +8 | 0.06% | Q3 2026 | Oct 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,132 | 586 | 0.01% | 0.02% | 145 | -7,053 | -33.29% | Q3 2026 | Oct 13, 2026 |
| Corient Private Wealth LP | History | No change | 14,376 | 586 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Arax Advisory Partners | History | No change | 14,348 | 585 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,994 | 581 | 0.01% | 0.01% | 148 | -379 | -2.64% | Q3 2026 | Oct 30, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 14,225 | 577 | 0.63% | 0.63% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 13,859 | 565 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | New | 13,550 | 562 | 0.01% | — | 151 | +13,550 | New | Q3 2026 | Oct 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,322 | 543 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Essential Investment Partners LLC | History | New | 12,925 | 536 | 0.36% | — | 153 | +12,925 | New | Q3 2026 | Oct 27, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 13,087 | 533 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOR Wealth Management, LLC | History | No change | 12,795 | 521 | 0.21% | 0.21% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SMITH, MOORE & CO. | History | No change | 12,481 | 509 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 12,181 | 496 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | Reduced | 11,807 | 490 | 0.01% | 0.01% | 158 | -207 | -1.72% | Q3 2026 | Oct 28, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 11,772 | 480 | 0.3% | 0.3% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 11,678 | 476 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 11,375 | 472 | 0.02% | 0.02% | 161 | -475 | -4.01% | Q3 2026 | Oct 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 11,326 | 470 | 0.01% | 0.01% | 162 | -3,665 | -24.45% | Q3 2026 | Oct 16, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,370 | 463 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bensler, LLC | History | Added to | 10,945 | 454 | 0.04% | 0.04% | 164 | +512 | 4.91% | Q3 2026 | Nov 05, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 10,945 | 454 | 0.23% | 0.25% | 165 | -166 | -1.49% | Q3 2026 | Oct 26, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 10,894 | 452 | 0.13% | 0.13% | 166 | +118 | 1.1% | Q3 2026 | Oct 19, 2026 |
| VestGen Advisors, LLC | History | No change | 10,908 | 452 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Note Advisors, LLC | History | No change | 11,057 | 451 | 0.2% | 0.2% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,457 | 434 | 0.0% | 0.0% | 169 | -724 | -6.48% | Q3 2026 | Oct 30, 2026 |
| Horizon Wealth Management, LLC | History | No change | 10,468 | 434 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Hamilton Wealth, LLC | History | No change | 10,399 | 424 | 0.08% | 0.08% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,046 | 417 | 0.0% | 0.0% | 172 | -620 | -5.81% | Q3 2026 | Oct 26, 2026 |
| Keystone Financial Group | History | No change | 9,868 | 402 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 9,749 | 397 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 9,677 | 394 | 0.14% | 0.14% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,399 | 390 | 0.03% | 0.02% | 176 | +49 | 0.52% | Q3 2026 | Oct 08, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 9,225 | 376 | 0.16% | 0.16% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 8,950 | 371 | 0.01% | 0.01% | 178 | -375 | -4.02% | Q3 2026 | Oct 26, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 9,015 | 367 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| HighTower Advisors, LLC | History | No change | 889,300 | 362 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,652 | 359 | 0.01% | 0.01% | 181 | -894 | -9.37% | Q3 2026 | Nov 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 8,548 | 354 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 8,549 | 354 | 0.25% | 0.26% | 183 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 8,464 | 345 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| StoneX Group Inc. | History | Reduced | 8,245 | 342 | 0.01% | 0.02% | 185 | -3,594 | -30.36% | Q3 2026 | Nov 03, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 8,163 | 338 | 0.15% | 0.25% | 186 | -6,317 | -43.63% | Q3 2026 | Oct 16, 2026 |
| Sigma Planning Corp | History | Reduced | 8,069 | 335 | 0.01% | 0.01% | 187 | -17 | -0.21% | Q3 2026 | Oct 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 8,195 | 334 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trilogy Capital Inc. | History | Added to | 7,666 | 318 | 0.01% | 0.01% | 189 | +1,959 | 34.33% | Q3 2026 | Oct 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7,684 | 313 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 7,462 | 304 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,212 | 294 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Aventura Private Wealth, LLC | History | No change | 7,213 | 294 | 0.09% | 0.09% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,993 | 290 | 0.0% | 0.0% | 194 | +731 | 11.67% | Q3 2026 | Oct 21, 2026 |
| Advisory Advocates, LLC | History | No change | 6,950 | 288 | 0.25% | 0.24% | 195 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,736 | 274 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Core Wealth Partners LLC | History | Reduced | 6,585 | 273 | 0.11% | 0.12% | 197 | -124 | -1.85% | Q3 2026 | Oct 30, 2026 |
| AlphaCore Capital LLC | History | Added to | 6,292 | 261 | 0.0% | 0.0% | 198 | +855 | 15.73% | Q3 2026 | Nov 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,348 | 258 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQ LLC | History | No change | 6,263 | 255 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 6,161 | 251 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 5,989 | 248 | 0.13% | 0.12% | 203 | +435 | 7.83% | Q3 2026 | Nov 05, 2026 |
| Betterment LLC | History | No change | 6,091 | 248 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 6,010 | 245 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 6,160 | 241 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,881 | 239 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 5,800 | 236 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 5,670 | 235 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Alteri Wealth LLC | History | No change | 5,755 | 234 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 5,735 | 233 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 5,470 | 227 | 0.01% | 0.01% | 211 | -860 | -13.59% | Q3 2026 | Oct 26, 2026 |
| Armor Investment Advisors, LLC | History | No change | 5,446 | 226 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 5,476 | 223 | 0.09% | 0.09% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 5,326 | 221 | 0.05% | 0.05% | 214 | +26 | 0.49% | Q3 2026 | Oct 19, 2026 |
| Mission Financial Group, LLC | History | Added to | 5,213 | 216 | 0.17% | 0.17% | 215 | +127 | 2.5% | Q3 2026 | Oct 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,107 | 212 | 0.01% | 0.01% | 216 | -194 | -3.66% | Q3 2026 | Oct 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,171 | 210 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,045 | 209 | 0.0% | 0.0% | 218 | -81 | -1.58% | Q3 2026 | Oct 28, 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 |
| Quartz Partners, LLC | History | No change | 4,974 | 206 | 0.06% | 0.07% | 220 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 4,946 | 205 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,000 | 203 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,893 | 199 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 4,679 | 190 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 4,626 | 188 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidemark, LLC | History | No change | 4,159 | 169 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,992 | 165 | 0.01% | 0.03% | 227 | -4,279 | -51.73% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Added to | 3,848 | 159 | 0.0% | 0.0% | 228 | +536 | 16.18% | Q3 2026 | Oct 16, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 3,566 | 147 | 0.12% | 0.12% | 229 | -150 | -4.04% | Q3 2026 | Oct 29, 2026 |
| IFG Advisory, LLC | History | No change | 3,587 | 146 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 3,049 | 126 | 0.0% | 0.0% | 232 | +1,984 | 186.29% | Q3 2026 | Oct 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,114 | 126 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,029 | 124 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,000 | 121 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Providence Capital Advisors, LLC | History | No change | 2,809 | 114 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,576 | 105 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quent Capital, LLC | History | No change | 2,470 | 100 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 2,350 | 97 | 0.0% | 0.0% | 238 | +550 | 30.56% | Q3 2026 | Oct 15, 2026 |
| Rossby Financial, LCC | History | New | 2,230 | 92 | 0.01% | — | 239 | +2,230 | New | Q3 2026 | Nov 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,992 | 81 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1,899 | 78 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Collier Financial | History | No change | 1,900 | 77 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,785 | 74 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,748 | 72 | 0.03% | 0.03% | 244 | +33 | 1.92% | Q3 2026 | Oct 29, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,704 | 70 | 0.0% | — | 245 | +1,704 | New | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,607 | 66 | 0.0% | 0.0% | 246 | +362 | 29.08% | Q3 2026 | Oct 08, 2026 |
| Ascentis Independent Advisors | History | New | 1,582 | 65 | 0.0% | — | 247 | +1,582 | New | Q3 2026 | Nov 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,570 | 64 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROFFITT & GOODSON INC | History | No change | 1,359 | 55 | 0.01% | 0.01% | 249 | 0 | 0.0% | 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 |
| Cape Investment Advisory, Inc. | History | Reduced | 1,200 | 49 | 0.01% | 0.02% | 251 | -808 | -40.24% | Q3 2026 | Oct 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 1,082 | 44 | 0.03% | 0.03% | 253 | +26 | 2.46% | Q3 2026 | Oct 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,063 | 44 | 0.0% | 0.0% | 252 | +20 | 1.92% | Q3 2026 | Oct 16, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 1,000 | 41 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 868 | 36 | 0.01% | 0.01% | 255 | +76 | 9.6% | Q3 2026 | Oct 16, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 800 | 32 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 751 | 31 | 0.0% | 0.0% | 257 | -380 | -33.6% | Q3 2026 | Nov 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 650 | 26 | 0.0% | 0.0% | 258 | -1,150 | -63.89% | Q3 2026 | Nov 05, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 619 | 25 | 0.0% | 0.0% | 259 | +15 | 2.48% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 610 | 24 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 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 | No change | 421 | 17 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 300 | 12 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Caitlin John, LLC | History | No change | 300 | 12 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 301 | 12 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 250 | 10 | 0.0% | — | 266 | +250 | New | Q3 2026 | Oct 13, 2026 |
| High Point Wealth Management, LLC | History | New | 247 | 10 | 0.01% | — | 267 | +247 | New | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 197 | 8 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 125 | 5 | 0.0% | 0.0% | 270 | +3 | 2.46% | Q3 2026 | Oct 15, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Quaker Wealth Management, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 22, 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% | Q3 2026 | Oct 30, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 91 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 72 | 2 | 0.0% | — | 277 | +72 | New | Q3 2026 | Oct 19, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 39 | 1 | 0.0% | — | 279 | +39 | New | Q3 2026 | Oct 30, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 30 | 1 | 0.0% | 0.0% | 278 | +1 | 3.45% | Q3 2026 | Oct 21, 2026 |
| Newport Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -27,500 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Single Point Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,102 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -21,901 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,000 | -100.0% | Q3 2026 | Oct 08, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,121 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -6,645 | -100.0% | Q3 2026 | Oct 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,986 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,149 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q3 2026 | Oct 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2026 | Oct 28, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Nov 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |