ALLIANCEBERNSTEIN HOLDING L.P. - AB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 47 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Reduced | 1,979,757 | 76,181 | 0.0% | 0.0% | 1 | -78,819 | -3.83% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,412,548 | 54,354 | 0.0% | 0.0% | 2 | +624,270 | 79.19% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,149,266 | 44,223 | 0.02% | 0.02% | 3 | -15,274 | -1.31% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 879,884 | 33,857 | 0.0% | 0.0% | 4 | -88,573 | -9.15% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 499,202 | 19,209 | 0.01% | 0.01% | 5 | +5,364 | 1.09% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 435,277 | 16,749 | 0.0% | 0.0% | 6 | -24,789 | -5.39% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 414,371 | 15,944 | 0.0% | 0.0% | 7 | -11,339 | -2.66% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 384,740 | 14,804 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 379,187 | 14,591 | 0.06% | 0.06% | 9 | +1,004 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 367,152 | 14,128 | 0.01% | 0.01% | 10 | -16,638 | -4.34% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 348,853 | 13,422 | 0.02% | 0.02% | 11 | +12,351 | 3.67% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 294,466 | 11,331 | 0.0% | 0.0% | 12 | -5,219 | -1.74% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 281,118 | 10,817 | 0.0% | 0.0% | 13 | +11,530 | 4.28% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 227,323 | 8,747 | 0.02% | 0.02% | 14 | +692 | 0.31% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 220,978 | 8,503 | 0.01% | 0.01% | 15 | +6,360 | 2.96% | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 218,727 | 8,416 | 0.14% | 0.01% | 16 | +202,451 | 1243.86% | Q4 2025 | Feb 03, 2026 |
| Invesco Ltd. | History | Added to | 208,029 | 8,004 | 0.0% | 0.0% | 17 | +11,586 | 5.9% | Q4 2025 | Feb 19, 2026 |
| Four Tree Island Advisory LLC | History | No change | 207,571 | 7,987 | 4.41% | 5.06% | 18 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 198,656 | 7,644 | 0.0% | 0.0% | 19 | +4,626 | 2.38% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 190,134 | 7,527 | 0.01% | 0.01% | 20 | +3,854 | 2.07% | Q4 2025 | Jan 08, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 193,741 | 7,455 | 0.1% | 0.09% | 21 | +5,485 | 2.91% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 165,739 | 6,377 | 0.04% | 0.04% | 22 | +15,974 | 10.67% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 164,149 | 6,316 | 0.0% | 0.0% | 23 | +115,549 | 237.76% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 161,644 | 6,220 | 0.01% | 0.01% | 24 | -3,900 | -2.36% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 154,239 | 5,935 | 0.15% | 0.2% | 25 | -6,858 | -4.26% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 151,620 | 5,834 | 0.01% | 0.01% | 26 | -7,790 | -4.89% | Q4 2025 | Feb 17, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 137,341 | 5,284 | 0.99% | 1.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HRT FINANCIAL LP | History | Added to | 109,889 | 4,228 | 0.01% | 0.01% | 28 | +28,418 | 34.88% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 108,863 | 4,189 | 0.0% | — | 29 | +108,863 | New | Q4 2025 | Feb 17, 2026 |
| CHELSEA COUNSEL CO | History | No change | 95,280 | 3,666 | 1.57% | 1.62% | 30 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 79,750 | 3,068 | 0.03% | 0.04% | 31 | -1,350 | -1.66% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 71,345 | 2,745 | 0.13% | 0.12% | 32 | +1,448 | 2.07% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 68,691 | 2,643 | 0.0% | 0.0% | 33 | -9,530 | -12.18% | Q4 2025 | Mar 25, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 66,115 | 2,544 | 0.0% | 0.0% | 34 | -4,368 | -6.2% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 63,452 | 2,441 | 0.0% | 0.0% | 35 | -12,907 | -16.9% | Q4 2025 | Feb 11, 2026 |
| Argent Trust Co | History | Added to | 61,914 | 2,382 | 0.08% | 0.08% | 36 | +121 | 0.2% | Q4 2025 | Feb 10, 2026 |
| GABELLI FUNDS LLC | History | New | 60,000 | 2,308 | 0.02% | — | 37 | +60,000 | New | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 59,393 | 2,293 | 0.0% | 0.0% | 38 | -5,396 | -8.33% | Q4 2025 | Mar 09, 2026 |
| Disciplined Equity Management, Inc. | History | Reduced | 58,163 | 2,238 | 1.16% | 1.22% | 39 | -640 | -1.09% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 54,079 | 2,081 | 0.01% | 0.01% | 40 | -7,665 | -12.41% | Q4 2025 | Feb 05, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 53,410 | 2,055 | 0.09% | 0.09% | 41 | -74 | -0.14% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 48,787 | 1,877 | 0.0% | 0.0% | 42 | +6,382 | 15.05% | Q4 2025 | Feb 13, 2026 |
| Knott David M Jr | History | No change | 48,000 | 1,847 | 0.86% | 0.74% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Boston Partners | History | Added to | 47,510 | 1,828 | 0.0% | 0.0% | 44 | +6,178 | 14.95% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Added to | 46,401 | 1,785 | 0.02% | 0.0% | 45 | +35,674 | 332.56% | Q4 2025 | Feb 17, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 44,850 | 1,757 | 0.11% | 0.11% | 46 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| M&T BANK CORP | History | No change | 42,891 | 1,650 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Aristides Capital LLC | History | Added to | 42,750 | 1,645 | 0.29% | 0.23% | 48 | +1,830 | 4.47% | Q4 2025 | Feb 26, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 41,911 | 1,612 | 0.08% | 0.08% | 49 | -1,440 | -3.32% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 41,810 | 1,608 | 0.0% | 0.0% | 50 | -20,517 | -32.92% | Q4 2025 | Mar 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 41,428 | 1,594 | 0.03% | 0.03% | 51 | +9,340 | 29.11% | Q4 2025 | Feb 03, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 40,200 | 1,547 | 1.9% | 0.03% | 52 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 39,548 | 1,521 | 0.0% | 0.0% | 53 | +1,093 | 2.84% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 39,371 | 1,514 | 0.05% | — | 54 | +39,371 | New | Q4 2025 | Feb 17, 2026 |
| MidFirst Bank | History | New | 38,750 | 1,491 | 0.12% | — | 55 | +38,750 | New | Q4 2025 | Feb 25, 2026 |
| HighTower Advisors, LLC | History | Added to | 37,911 | 1,458 | 0.0% | 0.0% | 56 | +5,070 | 15.44% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 37,022 | 1,424 | 0.01% | 0.01% | 58 | -1,000 | -2.63% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Added to | 37,031 | 1,424 | 0.01% | 0.01% | 57 | +79 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Lavaca Capital LLC | History | Reduced | 36,992 | 1,423 | 0.23% | 0.26% | 59 | -3,069 | -7.66% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,575 | 1,330 | 0.01% | 0.01% | 60 | -2,315 | -6.28% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 31,698 | 1,219 | 0.01% | 0.01% | 61 | -400 | -1.25% | Q4 2025 | Feb 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 31,476 | 1,211 | 0.04% | 0.04% | 62 | -2,257 | -6.69% | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | New | 30,931 | 1,190 | 0.05% | — | 63 | +30,931 | New | Q4 2025 | Feb 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 30,775 | 1,184 | 0.0% | 0.0% | 64 | -2,544 | -7.64% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 1,154 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 29,338 | 1,128 | 0.02% | 0.02% | 66 | +3 | 0.01% | Q4 2025 | Feb 05, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 26,824 | 1,032 | 0.03% | 0.04% | 67 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lifetime Wealth Management P.C. | History | New | 26,450 | 1,017 | 0.64% | — | 68 | +26,450 | New | Q4 2025 | Mar 25, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 25,913 | 997 | 0.04% | 0.04% | 69 | -1,857 | -6.69% | Q4 2025 | Jan 27, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 25,438 | 978 | 0.15% | 0.16% | 70 | -1,280 | -4.79% | Q4 2025 | Jan 23, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 25,084 | 965 | 0.65% | 0.59% | 71 | +3,839 | 18.07% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 24,179 | 930 | 0.02% | 0.02% | 72 | +11 | 0.05% | Q4 2025 | Jan 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 23,918 | 920 | 0.01% | 0.01% | 73 | +2,218 | 10.22% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 23,504 | 904 | 0.01% | 0.01% | 74 | +5,145 | 28.02% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 23,422 | 901 | 0.0% | 0.0% | 75 | +2,927 | 14.28% | Q4 2025 | Feb 10, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 22,982 | 884 | 0.42% | 0.57% | 76 | -4,137 | -15.25% | Q4 2025 | Feb 13, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 22,193 | 853 | 0.05% | 0.05% | 77 | -1,200 | -5.13% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 21,575 | 830 | 0.0% | 0.0% | 78 | +8,195 | 61.25% | Q4 2025 | Jan 30, 2026 |
| Bramshill Investments, LLC | History | Added to | 20,831 | 801 | 0.05% | 0.05% | 79 | +139 | 0.67% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 19,689 | 757 | 0.04% | — | 80 | +19,689 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 19,547 | 752 | 0.0% | 0.0% | 81 | -908 | -4.44% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 19,511 | 750 | 0.01% | 0.02% | 82 | +1,586 | 8.85% | Q4 2025 | Feb 06, 2026 |
| Keystone Financial Group | History | Reduced | 18,948 | 729 | 0.05% | 0.06% | 83 | -29 | -0.15% | Q4 2025 | Feb 06, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 18,466 | 710 | 0.07% | 0.07% | 84 | -3,000 | -13.98% | Q4 2025 | Jan 20, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 18,210 | 695 | 0.1% | 0.12% | 85 | -600 | -3.19% | Q4 2025 | Jan 16, 2026 |
| Lido Advisors, LLC | History | Added to | 17,945 | 686 | 0.0% | 0.0% | 86 | +728 | 4.23% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 17,724 | 682 | 0.0% | 0.0% | 87 | +6,883 | 63.49% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 17,718 | 681 | 0.01% | 0.01% | 88 | -3,195 | -15.28% | Q4 2025 | Feb 02, 2026 |
| PFG Investments, LLC | History | Added to | 17,533 | 674 | 0.03% | 0.02% | 90 | +6,757 | 62.7% | Q4 2025 | Jan 26, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 17,525 | 674 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| EP Wealth Advisors, LLC | History | New | 17,205 | 662 | 0.0% | — | 91 | +17,205 | New | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, LLC | History | Reduced | 17,133 | 659 | 0.01% | 0.01% | 92 | -1,259 | -6.85% | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Added to | 16,958 | 652 | 0.01% | 0.01% | 93 | +29 | 0.17% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 16,849 | 648 | 0.0% | 0.0% | 94 | -142 | -0.84% | Q4 2025 | Feb 02, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 16,401 | 631 | 0.26% | 0.28% | 95 | -850 | -4.93% | Q4 2025 | Jan 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 16,218 | 624 | 0.01% | 0.01% | 96 | +49 | 0.3% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,813 | 608 | 0.0% | 0.0% | 97 | -85 | -0.53% | Q4 2025 | Feb 13, 2026 |
| Herold Advisors, Inc. | History | No change | 15,700 | 604 | 0.13% | 0.14% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 15,550 | 598 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | New | 15,462 | 594 | 0.0% | — | 100 | +15,462 | New | Q4 2025 | Jan 28, 2026 |
| 10Elms LLP | History | No change | 15,460 | 594 | 0.54% | 0.53% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 15,061 | 579 | 0.29% | 0.33% | 102 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Northside Capital Management, LLC | History | Added to | 14,425 | 555 | 0.05% | 0.05% | 103 | +800 | 5.87% | Q4 2025 | Jan 07, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 14,397 | 554 | 0.13% | 0.13% | 104 | +125 | 0.88% | Q4 2025 | Jan 14, 2026 |
| Future Fund LLC | History | Reduced | 14,346 | 552 | 0.17% | 0.22% | 105 | -1,953 | -11.98% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,244 | 548 | 0.0% | 0.0% | 106 | -22 | -0.15% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | New | 12,769 | 543 | 0.0% | — | 107 | +12,769 | New | Q4 2025 | Feb 18, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 14,000 | 538 | 0.01% | 0.01% | 108 | -100 | -0.71% | Q4 2025 | Feb 13, 2026 |
| F/m Investments LLC | History | No change | 13,465 | 518 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Canton Hathaway, LLC | History | Added to | 12,800 | 492 | 0.09% | 0.09% | 110 | +400 | 3.23% | Q4 2025 | Jan 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 12,450 | 479 | 0.01% | 0.01% | 111 | -740 | -5.61% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,337 | 474 | 0.0% | 0.0% | 112 | -333 | -2.63% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 12,240 | 471 | 0.0% | 0.0% | 113 | -151 | -1.22% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 12,078 | 464 | 0.01% | 0.01% | 114 | -138 | -1.13% | Q4 2025 | Feb 11, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 12,015 | 462 | 0.06% | 0.13% | 115 | -14,749 | -55.11% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | Reduced | 11,994 | 461 | 0.0% | 0.0% | 116 | -3,125 | -20.67% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 11,936 | 459 | 0.0% | 0.01% | 118 | -13,085 | -52.3% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 11,938 | 459 | 0.0% | — | 117 | +11,938 | New | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | Added to | 11,724 | 451 | 0.01% | 0.01% | 119 | +3,007 | 34.5% | Q4 2025 | Mar 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 11,708 | 450 | 0.02% | — | 120 | +11,708 | New | Q4 2025 | Feb 09, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 11,373 | 437 | 0.66% | 0.6% | 121 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrated Advisors Network LLC | History | Added to | 11,249 | 432 | 0.02% | 0.02% | 122 | +1,000 | 9.76% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 11,101 | 427 | 0.0% | 0.0% | 123 | -1 | -0.01% | Q4 2025 | Feb 17, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 10,600 | 417 | 0.15% | 0.11% | 125 | +2,500 | 30.86% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 10,849 | 417 | 0.0% | 0.0% | 124 | +264 | 2.49% | Q4 2025 | Feb 18, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 10,836 | 416 | 0.04% | 0.04% | 126 | -4 | -0.04% | Q4 2025 | Jan 28, 2026 |
| IMC-Chicago, LLC | History | New | 10,786 | 415 | 0.0% | — | 127 | +10,786 | New | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 10,760 | 414 | 0.0% | 0.0% | 128 | +6,413 | 147.53% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,679 | 410 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 10,434 | 401 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 10,153 | 390 | 0.0% | 0.0% | 131 | +1,720 | 20.4% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,121 | 389 | 0.0% | 0.0% | 132 | +1,537 | 17.91% | Q4 2025 | Feb 17, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 10,080 | 387 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Capital Investment Advisors, LLC | History | New | 10,039 | 386 | 0.01% | — | 134 | +10,039 | New | Q4 2025 | Jan 13, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 10,000 | 384 | 0.37% | — | 135 | +10,000 | New | Q4 2025 | Jan 23, 2026 |
| New England Research & Management, Inc. | History | No change | 9,900 | 380 | 0.17% | 0.17% | 136 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 9,725 | 374 | 0.01% | 0.01% | 137 | -1,180 | -10.82% | Q4 2025 | Feb 12, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 9,692 | 372 | 0.3% | 0.29% | 138 | +339 | 3.62% | Q4 2025 | Jan 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,610 | 369 | 0.02% | 0.02% | 139 | +6 | 0.06% | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,589 | 368 | 0.02% | 0.01% | 140 | +3,670 | 62.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 9,495 | 365 | 0.02% | 0.02% | 141 | -1,269 | -11.79% | Q4 2025 | Jan 21, 2026 |
| Hudson Portfolio Management LLC | History | No change | 9,450 | 363 | 0.31% | 0.32% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fund Advisors of America Inc/FL | History | New | 9,380 | 360 | 0.33% | — | 143 | +9,380 | New | Q4 2025 | Mar 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 9,000 | 346 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,755 | 336 | 0.01% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Added to | 8,687 | 334 | 0.51% | 0.42% | 147 | +2,299 | 35.99% | Q4 2025 | Feb 25, 2026 |
| Krilogy Financial LLC | History | No change | 7,982 | 334 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vivaldi Capital Management LP | History | New | 8,630 | 332 | 0.05% | — | 148 | +8,630 | New | Q4 2025 | Feb 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 8,598 | 330 | 0.02% | 0.03% | 149 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Reduced | 8,467 | 325 | 0.01% | 0.04% | 152 | -13,927 | -62.19% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Reduced | 8,458 | 325 | 0.01% | 0.01% | 151 | -238 | -2.74% | Q4 2025 | Feb 04, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 8,469 | 325 | 0.03% | 0.03% | 150 | +97 | 1.16% | Q4 2025 | Jan 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 8,411 | 323 | 0.0% | 0.0% | 153 | -250 | -2.89% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,348 | 321 | 0.0% | 0.01% | 155 | -1,916 | -18.67% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | Added to | 8,350 | 321 | 0.01% | 0.01% | 154 | +1,000 | 13.61% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 8,200 | 319 | 0.0% | 0.0% | 156 | -10 | -0.12% | Q4 2025 | Feb 18, 2026 |
| Second Line Capital, LLC | History | Reduced | 8,171 | 314 | 0.06% | 0.07% | 157 | -255 | -3.03% | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 8,029 | 308 | 0.02% | 0.03% | 158 | -3,621 | -31.08% | Q4 2025 | Jan 15, 2026 |
| One Capital Management, LLC | History | No change | 8,029 | 308 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 7,998 | 307 | 0.01% | 0.01% | 160 | +76 | 0.96% | Q4 2025 | Feb 09, 2026 |
| Haverford Trust Co | History | No change | 7,906 | 304 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 7,836 | 301 | 0.04% | 0.05% | 162 | +272 | 3.6% | Q4 2025 | Jan 27, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 7,678 | 295 | 0.04% | 0.04% | 163 | -44 | -0.57% | Q4 2025 | Jan 23, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 7,658 | 294 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Curi Capital, LLC | History | No change | 7,575 | 291 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tepp RIA, LLC | History | Reduced | 7,543 | 290 | 0.29% | 0.35% | 166 | -489 | -6.09% | Q4 2025 | Feb 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,532 | 289 | 0.0% | 0.0% | 167 | +822 | 12.25% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7,500 | 288 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,147 | 275 | 0.0% | 0.0% | 169 | -1,250 | -14.89% | Q4 2025 | Feb 18, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 7,111 | 273 | 0.07% | 0.08% | 170 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CPC Advisors, LLC | History | No change | 7,051 | 271 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DAVIDSON TRUST CO | History | No change | 7,000 | 269 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,995 | 269 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 6,863 | 264 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Added to | 6,575 | 253 | 0.01% | 0.0% | 175 | +93 | 1.43% | Q4 2025 | Feb 13, 2026 |
| HFG Advisors, Inc. | History | No change | 6,560 | 252 | 0.18% | 0.18% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 6,525 | 251 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Payne Capital Management, LLC | History | Reduced | 6,503 | 250 | 0.08% | 0.34% | 179 | -21,090 | -76.43% | Q4 2025 | Feb 02, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 6,500 | 250 | 0.13% | 0.14% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 6,204 | 238 | 0.02% | 0.02% | 180 | +500 | 8.77% | Q4 2025 | Jan 30, 2026 |
| Glenview Trust Co | History | No change | 6,204 | 238 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | No change | 6,200 | 238 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 6,134 | 236 | 0.01% | 0.01% | 183 | -2,667 | -30.3% | Q4 2025 | Jan 23, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 6,095 | 234 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Old North State Trust, LLC | History | New | 6,035 | 232 | 0.14% | — | 185 | +6,035 | New | Q4 2025 | Mar 24, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 6,000 | 230 | 0.05% | 0.06% | 186 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CHICAGO TRUST Co NA | History | No change | 6,000 | 230 | 0.04% | 0.03% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 5,780 | 222 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| State of Wyoming | History | Added to | 5,723 | 220 | 0.02% | 0.01% | 189 | +2,479 | 76.42% | Q4 2025 | Feb 11, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 5,700 | 219 | 0.22% | 0.19% | 190 | -100 | -1.72% | Q4 2025 | Jan 22, 2026 |
| Quantum Private Wealth, LLC | History | No change | 5,700 | 219 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Summit Asset Management, LLC | History | Added to | 5,510 | 212 | 0.03% | 0.03% | 192 | +60 | 1.1% | Q4 2025 | Feb 09, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 5,493 | 211 | 0.01% | 0.02% | 194 | -685 | -11.09% | Q4 2025 | Feb 03, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 5,485 | 211 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Crumly & Associates Inc. | History | No change | 5,491 | 211 | 0.04% | 0.05% | 195 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,424 | 208 | 0.0% | 0.01% | 196 | -4,959 | -47.76% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 5,325 | 204 | 0.01% | — | 198 | +5,325 | New | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | New | 5,313 | 204 | 0.01% | — | 197 | +5,313 | New | Q4 2025 | Jan 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,150 | 198 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,133 | 159 | 0.0% | 0.0% | 200 | -7,931 | -65.74% | Q4 2025 | Feb 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 3,537 | 136 | 0.06% | 0.06% | 201 | +10 | 0.28% | Q4 2025 | Jan 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,000 | 115 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| CWM, LLC | History | Reduced | 2,800 | 108 | 0.0% | 0.0% | 203 | -228 | -7.53% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 2,680 | 103 | 0.0% | 0.0% | 204 | +80 | 3.08% | Q4 2025 | Feb 13, 2026 |
| Twin Lakes Capital Management, LLC | History | Added to | 2,631 | 101 | 0.04% | 0.05% | 206 | +56 | 2.17% | Q4 2025 | Feb 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,634 | 101 | 0.0% | 0.0% | 205 | +16 | 0.61% | Q4 2025 | Feb 06, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 2,600 | 100 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,594 | 99 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 2,432 | 93 | 0.01% | 0.01% | 209 | +50 | 2.1% | Q4 2025 | Jan 30, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 2,200 | 84 | 0.05% | — | 210 | +2,200 | New | Q4 2025 | Feb 11, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 2,124 | 81 | 0.0% | — | 211 | +2,124 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,041 | 78 | 0.0% | 0.0% | 212 | +26 | 1.29% | Q4 2025 | Jan 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,000 | 76 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Costello Asset Management, INC | History | No change | 1,900 | 73 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,829 | 70 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 1,700 | 65 | 0.03% | — | 216 | +1,700 | New | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,513 | 58 | 0.0% | 0.0% | 217 | -1,580 | -51.08% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | No change | 1,500 | 57 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Heritage Wealth Advisors | History | New | 1,350 | 51 | 0.0% | — | 219 | +1,350 | New | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 1,333 | 51 | 0.01% | — | 220 | +1,333 | New | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | No change | 1,300 | 50 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,200 | 46 | 0.0% | 0.0% | 222 | +25 | 2.13% | Q4 2025 | Jan 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,174 | 45 | 0.02% | 0.02% | 223 | +25 | 2.18% | Q4 2025 | Jan 22, 2026 |
| CENTRAL TRUST Co | History | No change | 1,000 | 38 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 38 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Truvestments Capital LLC | History | Added to | 977 | 37 | 0.01% | 0.01% | 226 | +21 | 2.2% | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 939 | 36 | 0.02% | — | 227 | +939 | New | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 905 | 34 | 0.02% | — | 228 | +905 | New | Q4 2025 | Feb 18, 2026 |
| BOKF, NA | History | No change | 800 | 30 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GoalVest Advisory LLC | History | No change | 783 | 30 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 740 | 28 | 0.02% | — | 231 | +740 | New | Q4 2025 | Mar 05, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 690 | 26 | 0.01% | 0.01% | 232 | -443 | -39.1% | Q4 2025 | Jan 12, 2026 |
| Avion Wealth | History | Added to | 607 | 23 | 0.0% | 0.0% | 234 | +13 | 2.19% | Q4 2025 | Jan 23, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 600 | 23 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CoreFirst Bank & Trust | History | No change | 600 | 23 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | New | 590 | 22 | 0.01% | — | 236 | +590 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 566 | 21 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 540 | 20 | 0.0% | — | 238 | +540 | New | Q4 2025 | Jan 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 500 | 19 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Grove Bank & Trust | History | No change | 500 | 19 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 444 | 17 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Core Alternative Capital | History | No change | 400 | 15 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | No change | 349 | 13 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | New | 300 | 11 | 0.0% | — | 245 | +300 | New | Q4 2025 | Jan 26, 2026 |
| Bank of New Hampshire | History | New | 300 | 11 | 0.0% | — | 250 | +300 | New | Q4 2025 | Mar 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 304 | 11 | 0.0% | 0.0% | 247 | -57 | -15.79% | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | Added to | 290 | 11 | 0.0% | 0.0% | 249 | +6 | 2.11% | Q4 2025 | Feb 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 310 | 11 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 300 | 11 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 300 | 11 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 295 | 11 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Rossby Financial, LCC | History | No change | 300 | 11 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 273 | 10 | 0.0% | 0.0% | 253 | -88,460 | -99.69% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 240 | 9 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BARCLAYS PLC | History | New | 227 | 8 | 0.0% | — | 256 | +227 | New | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | No change | 226 | 8 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Horizon Investments, LLC | History | No change | 219 | 8 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hurley Capital, LLC | History | Added to | 193 | 7 | 0.0% | 0.0% | 260 | +4 | 2.12% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 7 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PFS Partners, LLC | History | No change | 190 | 7 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LRI Investments, LLC | History | No change | 197 | 7 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 187 | 7 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 159 | 6 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 150 | 5 | 0.0% | 0.0% | 266 | -95 | -38.78% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 133 | 5 | 0.0% | 0.0% | 265 | +3 | 2.31% | Q4 2025 | Jan 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 100 | 3 | 0.0% | — | 272 | +100 | New | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | New | 83 | 3 | 0.0% | — | 269 | +83 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | New | 81 | 3 | 0.0% | — | 268 | +81 | New | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | No change | 100 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 45 | 1 | 0.0% | 0.0% | 273 | -45 | -50.0% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | Closed out | 0 | 0 | — | 0.39% | — | -114,000 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -28,385 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Epoch Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -25,038 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FIRST FOUNDATION ADVISORS | History | Closed out | 0 | 0 | — | 0.03% | — | -24,500 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Joel Isaacson & Co., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,252 | -100.0% | Q3 2025 | Oct 30, 2025 |
| BIRINYI ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,664 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,155 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,833 | -100.0% | Q3 2025 | Oct 30, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,695 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,500 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,117 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,543 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fiduciary Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,315 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,001 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,435 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -765 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2025 | Oct 07, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -420 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -407 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ST GERMAIN D J CO INC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Advisors LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Orion Capital Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |