Mega
CITADEL ADVISORS LLC
QMAR
1
$1,119,730
100.00%
30,072
—
New
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Mega
RAYMOND JAMES FINANCIAL INC
QMAR
2
$15,064,718
1345.39%
448,088
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Large
COMMONWEALTH EQUITY SERVICES, LLC
QMAR
$12,636,682
1128.55%
375,868
—
Sold Out
Shares
2026-04-27
Large
Cetera Investment Advisers
QMAR
$11,374,553
1015.83%
338,327
—
Sold Out
Shares
2026-05-13
Mega
LPL Financial LLC
QMAR
$7,000,625
625.21%
208,228
—
Sold Out
Shares
2026-05-06
Small
Onyx Bridge Wealth Group LLC
QMAR
$4,748,556
424.08%
141,242
—
Sold Out
Shares
2026-04-22
Micro
Sequent Planning LLC
QMAR
$4,730,065
422.43%
140,692
—
Sold Out
Shares
2026-04-21
Large
Cambridge Investment Research Advisors, Inc.
QMAR
$4,658,992
416.08%
138,578
—
Sold Out
Shares
2026-04-30
Large
TRUIST FINANCIAL CORP
QMAR
1
$4,574,202
408.51%
136,056
—
Sold Out
Shares
2026-04-27
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Truist Advisory Services, Inc.
136,056
$4,574,202
100.0%
Defined
Micro
ODonnell Financial Services, LLC
QMAR
$4,541,927
405.63%
135,096
—
Sold Out
Shares
2026-05-08
Large
Kestra Advisory Services, LLC
QMAR
$4,458,381
398.17%
132,611
—
Sold Out
Shares
2026-04-30
Mega
ENVESTNET ASSET MANAGEMENT INC
QMAR
$4,275,320
381.82%
127,166
—
Sold Out
Shares
2026-05-04
Large
OSAIC HOLDINGS, INC.
QMAR
2
$3,408,328
304.39%
101,378
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
88,363
$2,970,764
87.2%
Defined
Osaic Advisory Services, LLC
13,015
$437,564
12.8%
Defined
Small
Sloy Dahl & Holst, LLC
QMAR
$2,692,793
240.49%
80,095
—
Sold Out
Shares
2026-05-14
Large
Rockefeller Capital Management L.P.
QMAR
1
$2,538,310
226.69%
75,500
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
ROCKEFELLER FINANCIAL LLC
75,500
$2,538,310
100.0%
Defined
Small
SMART Wealth LLC
QMAR
$1,897,008
169.42%
56,425
—
Sold Out
Shares
2026-04-23
Large
Steward Partners Investment Advisory, LLC
QMAR
$1,722,050
153.79%
51,221
—
Sold Out
Shares
2026-05-08
Mid
HARBOUR INVESTMENTS, INC.
QMAR
$1,495,148
133.53%
44,472
—
Sold Out
Shares
2026-05-15
Small
Synergy Asset Management, LLC
QMAR
$1,391,061
124.23%
41,376
—
Sold Out
Shares
2026-05-13
Small
1776 Wealth LLC
QMAR
$1,369,914
122.34%
40,747
—
Sold Out
Shares
2026-05-08
Micro
FWG Investments, LLC.
QMAR
$1,285,460
114.80%
38,235
—
Sold Out
Shares
2026-04-21
Mega
JANE STREET GROUP, LLC
QMAR
1
$1,217,447
108.73%
36,212
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Jane Street Capital, LLC
36,212
$1,217,447
100.0%
Defined
Small
Keystone Wealth Services, LLC
QMAR
$1,174,514
104.89%
34,935
—
Sold Out
Shares
2026-05-13
Small
Faithward Advisors, LLC
QMAR
$1,127,782
100.72%
33,545
—
Sold Out
Shares
2026-04-17
Small
Clear Creek Financial Management, LLC
QMAR
$1,124,286
100.41%
33,441
—
Sold Out
Shares
2026-04-23
Small
Regal Investment Advisors LLC
QMAR
$1,015,324
90.68%
30,200
—
Sold Out
Shares
2026-05-14
Mid
INSIGNEO ADVISORY SERVICES, LLC
QMAR
$974,341
87.02%
28,981
—
Sold Out
Shares
2026-05-12
Micro
RiverTree Advisors, LLC
QMAR
$882,928
78.85%
26,262
—
Sold Out
Shares
2026-04-20
Large
Mariner, LLC
QMAR
$877,683
78.38%
26,106
—
Sold Out
Shares
2026-05-13
Small
FORTRESS PRIVATE LEDGER, LLC
QMAR
$877,145
78.34%
26,090
—
Sold Out
Shares
2026-05-13
Mega
SUSQUEHANNA INTERNATIONAL GROUP, LLP
QMAR
1
$847,459
75.68%
25,207
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Mid
OLD MISSION CAPITAL LLC
QMAR
$835,188
74.59%
24,842
—
Sold Out
Shares
2026-05-15
Micro
DHJJ Financial Advisors, Ltd.
QMAR
$811,956
72.51%
24,151
—
Sold Out
Shares
2026-04-09
Small
NOVEM GROUP
QMAR
$721,922
64.47%
21,473
—
Sold Out
Shares
2026-04-13
Mid
Arkadios Wealth Advisors
QMAR
$715,971
63.94%
21,296
—
Sold Out
Shares
2026-05-18
Small
Outlook Wealth Advisors, LLC
QMAR
$645,907
57.68%
19,212
—
Sold Out
Shares
2026-04-17
Mid
1ST SOURCE BANK
Bank
QMAR
$605,160
54.05%
18,000
—
Sold Out
Shares
2026-05-04
Small
StoneX Group Inc.
QMAR
1
$558,092
49.84%
16,600
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
StoneX Advisors Inc.
16,600
$558,092
100.0%
Defined
Micro
Prasad Wealth Partners, LLC
QMAR
$548,611
48.99%
16,318
—
Sold Out
Shares
2026-04-27
Mid
CITIZENS FINANCIAL GROUP INC/RI
QMAR
1
$541,988
48.40%
16,121
—
Sold Out
Shares
2026-05-01
This filing is a combination report: the position is filed across the managers below.
Small
SILVER OAK SECURITIES, INCORPORATED
Broker-Dealer
QMAR
$525,009
46.89%
15,616
—
Sold Out
Shares
2026-04-20
Small
Ignite Planners, LLC
QMAR
$512,536
45.77%
15,245
—
Sold Out
Shares
2026-04-17
Large
Cresset Asset Management, LLC
QMAR
$479,589
42.83%
14,265
—
Sold Out
Shares
2026-05-15
Small
UPTICK PARTNERS, LLC
QMAR
$451,012
40.28%
13,415
—
Sold Out
Shares
2026-05-04
Mid
Sunbelt Securities, Inc.
Broker-Dealer
QMAR
$446,675
39.89%
13,286
—
Sold Out
Shares
2026-05-18
Large
MML INVESTORS SERVICES, LLC
QMAR
$438,203
39.13%
13,034
—
Sold Out
Shares
2026-05-04
Mega
JPMORGAN CHASE & CO
QMAR
1
$433,361
38.70%
12,890
—
Sold Out
Shares
2026-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
J.P. Morgan Securities LLC
12,890
$433,361
100.0%
Defined
Mid
Mutual Advisors, LLC
QMAR
$429,932
38.40%
12,788
—
Sold Out
Shares
2026-05-04
Mid
KESTRA PRIVATE WEALTH SERVICES, LLC
QMAR
$429,865
38.39%
12,786
—
Sold Out
Shares
2026-04-20
Mid
Spire Wealth Management
QMAR
$406,633
36.32%
12,095
—
Sold Out
Shares
2026-04-22
Mid
Parallel Advisors, LLC
QMAR
$378,225
33.78%
11,250
—
Sold Out
Shares
2026-05-07
Micro
Grantvest Financial Group LLC
QMAR
$351,060
31.35%
10,442
—
Sold Out
Shares
2026-05-11
Micro
WINNOW WEALTH LLC
QMAR
$339,763
30.34%
10,106
—
Sold Out
Shares
2026-05-19
Mid
OneDigital Investment Advisors LLC
QMAR
$308,396
27.54%
9,173
—
Sold Out
Shares
2026-05-08
Small
Center for Financial Planning, Inc.
QMAR
$302,075
26.98%
8,985
—
Sold Out
Shares
2026-05-04
Mid
Vestmark Advisory Solutions, Inc.
QMAR
1
$298,545
26.66%
8,880
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Mid
ELEVATION POINT WEALTH PARTNERS, LLC
QMAR
$298,545
26.66%
8,880
—
Sold Out
Shares
2026-04-27
Mid
CENTAURUS FINANCIAL, INC.
QMAR
$279,852
24.99%
8,324
—
Sold Out
Shares
2026-05-18
Mid
Aptus Capital Advisors, LLC
QMAR
$279,415
24.95%
8,311
—
Sold Out
Shares
2026-05-11
Mid
Brookstone Capital Management
QMAR
$262,605
23.45%
7,811
—
Sold Out
Shares
2026-04-16
Micro
Chris Bulman Inc
QMAR
$262,605
23.45%
7,811
—
Sold Out
Shares
2026-04-13
Large
Sanctuary Advisors, LLC
QMAR
$261,462
23.35%
7,777
—
Sold Out
Shares
2026-05-05
Mid
STEPHENS INC /AR/
QMAR
$260,756
23.29%
7,756
—
Sold Out
Shares
2026-04-28
Small
NBC SECURITIES, INC.
Broker-Dealer
QMAR
$251,175
22.43%
7,471
—
Sold Out
Shares
2026-04-14
Mid
CHOREO, LLC
QMAR
$235,340
21.02%
7,000
—
Sold Out
Shares
2026-05-13
Mid
Capital Analysts, LLC
QMAR
2
$233,356
20.84%
6,941
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
LINCOLN INVESTMENT PLANNING, LLC
678
$22,794
9.8%
Defined
Held directly
6,263
$210,562
90.2%
Defined
Mid
Modern Wealth Management, LLC
QMAR
$229,960
20.54%
6,840
—
Sold Out
Shares
2026-05-14
Small
Madrona Financial Services, LLC
QMAR
$210,125
18.77%
6,250
—
Sold Out
Shares
2026-04-14
Small
Integrity Financial Corp /WA
QMAR
$199,702
17.83%
5,940
—
Sold Out
Shares
2026-05-14
Mid
IFP Advisors, Inc
QMAR
$181,379
16.20%
5,395
—
Sold Out
Shares
2026-04-13
Mega
ROYAL BANK OF CANADA
Bank
QMAR
1
$168,100
15.01%
5,000
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
RBC Dominion Securities Inc.
5,000
$168,100
100.0%
Defined
Mid
Advisory Services Network, LLC
QMAR
$91,513
8.17%
2,722
—
Sold Out
Shares
2026-05-15
Micro
Benson Wealth Management INC
QMAR
$88,252
7.88%
2,625
—
Sold Out
Shares
2026-05-12
Small
Noble Wealth Management PBC
QMAR
$84,050
7.51%
2,500
—
Sold Out
Shares
2026-04-02
Micro
TopTier Wealth Management, LLC
QMAR
$77,326
6.91%
2,300
—
Sold Out
Shares
2026-05-06
Mega
MORGAN STANLEY
QMAR
1
$53,354
4.76%
1,587
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
MORGAN STANLEY SMITH BARNEY LLC
1,587
$53,354
100.0%
Defined
Large
NewEdge Advisors, LLC
QMAR
$52,092
4.65%
35,282
—
Sold Out
Shares
2026-05-18
Small
Topsail Wealth Management, LLC
QMAR
$26,896
2.40%
800
—
Sold Out
Shares
2026-04-21
Mid
Allworth Financial LP
QMAR
$25,282
2.26%
752
—
Sold Out
Shares
2026-05-15
Mid
CoreCap Advisors, LLC
QMAR
$22,054
1.97%
656
—
Sold Out
Shares
2026-04-07
Small
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
QMAR
$20,777
1.86%
618
—
Sold Out
Shares
2026-05-11
Large
JONES FINANCIAL COMPANIES LLLP
QMAR
1
$16,810
1.50%
500
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Edward D. Jones & Co., L.P.
500
$16,810
100.0%
Sole
Small
TWIN PEAKS WEALTH ADVISORS, LLC
QMAR
$9,043
0.81%
269
—
Sold Out
Shares
2026-05-08
Small
SOA Wealth Advisors, LLC.
QMAR
$8,169
0.73%
243
—
Sold Out
Shares
2026-05-20
Mid
Sound Income Strategies, LLC
QMAR
$2,689
0.24%
80
—
Sold Out
Shares
2026-04-27
Large
ASSETMARK, INC
QMAR
$1,748
0.16%
52
—
Sold Out
Shares
2026-05-06
Small
Pinnacle Wealth Planning Services, Inc.
QMAR
$1,143
0.10%
34
—
Sold Out
Shares
2026-05-11
Large
AE Wealth Management LLC
QMAR
$235
0.02%
7
—
Sold Out
Shares
2026-05-13
Small
Capital Investment Advisory Services, LLC
QMAR
$67
0.01%
2
—
Sold Out
Shares
2026-05-05
Mid
Smartleaf Asset Management LLC
QMAR
$33
0.00%
1
—
Sold Out
Shares
2026-05-15
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