ARK ETF Trust - ARKG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 36 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUVRETTA CAPITAL MANAGEMENT, LLC | History | New | 8,342,300 | 241,676 | 4.95% | — | 1 | +8,342,300 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,149,454 | 149,179 | 0.01% | 0.01% | 2 | +1,205,541 | 30.57% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 4,025,965 | 116,632 | 0.01% | 0.0% | 3 | +1,193,795 | 42.15% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,514,980 | 101,828 | 0.05% | 0.03% | 4 | +1,167,558 | 49.74% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 2,830,984 | 82,013 | 0.04% | 0.02% | 5 | +1,206,982 | 74.32% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,003,864 | 58,051 | 0.01% | 0.01% | 6 | -155,648 | -7.21% | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,987,214 | 57,569 | 0.01% | 0.01% | 7 | +548,402 | 38.11% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,717,955 | 49,769 | 0.01% | 0.0% | 8 | +627,501 | 57.54% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,700,948 | 49,276 | 0.01% | 0.01% | 9 | +101,148 | 6.32% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,470,608 | 42,603 | 0.01% | 0.01% | 10 | +132,276 | 9.88% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,353,728 | 39,217 | 0.0% | 0.0% | 11 | +968,626 | 251.52% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,287,390 | 37,295 | 0.01% | 0.01% | 12 | +290,301 | 29.11% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 889,390 | 25,765 | 0.06% | 0.06% | 13 | -697 | -0.08% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 824,961 | 23,899 | 0.01% | 0.01% | 14 | +68,267 | 9.02% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 536,158 | 15,532 | 0.01% | 0.0% | 15 | +335,424 | 167.1% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 445,592 | 12,910 | 0.0% | — | 16 | +445,592 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 306,839 | 8,889 | 0.01% | 0.01% | 17 | +84,425 | 37.96% | Q4 2025 | Feb 13, 2026 |
| 683 Capital Management, LLC | History | New | 250,000 | 7,242 | 0.32% | — | 18 | +250,000 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 217,700 | 6,306 | 0.01% | 0.0% | 19 | +190,300 | 694.53% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | New | 206,252 | 5,975 | 0.09% | — | 20 | +206,252 | New | Q4 2025 | Feb 09, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 205,186 | 5,944 | 3.3% | — | 21 | +205,186 | New | Q4 2025 | Feb 06, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 185,556 | 5,375 | 0.57% | 0.48% | 22 | +25,360 | 15.83% | Q4 2025 | Jan 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 152,482 | 4,417 | 0.0% | 0.0% | 23 | +9,851 | 6.91% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 141,692 | 4,104 | 0.01% | 0.0% | 24 | +44,098 | 45.19% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | No change | 140,000 | 4,055 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 135,099 | 3,913 | 0.03% | 0.03% | 26 | -2,437 | -1.77% | Q4 2025 | Feb 18, 2026 |
| Cresset Asset Management, LLC | History | Added to | 131,123 | 3,798 | 0.02% | 0.01% | 27 | +12,535 | 10.57% | Q4 2025 | Feb 17, 2026 |
| Canal Insurance CO | History | New | 120,000 | 3,476 | 0.84% | — | 28 | +120,000 | New | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 116,290 | 3,368 | 0.01% | 0.0% | 29 | +45,425 | 64.1% | Q4 2025 | Feb 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 111,069 | 3,217 | 0.01% | 0.0% | 30 | +72,816 | 190.35% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 103,895 | 3,009 | 0.0% | 0.0% | 31 | -12,180 | -10.49% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 102,521 | 2,970 | 0.0% | 0.0% | 32 | +69,215 | 207.82% | Q4 2025 | Jan 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 98,802 | 2,862 | 0.0% | 0.0% | 33 | +4,811 | 5.12% | Q4 2025 | Feb 06, 2026 |
| PEAK6 LLC | History | Reduced | 94,900 | 2,749 | 0.01% | 0.01% | 34 | -29,600 | -23.78% | Q4 2025 | Mar 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 91,246 | 2,643 | 0.01% | 0.01% | 35 | +8,186 | 9.86% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 81,023 | 2,347 | 0.01% | 0.0% | 36 | +60,893 | 302.5% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 80,877 | 2,342 | 0.01% | 0.01% | 37 | +2,510 | 3.2% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | Added to | 77,072 | 2,232 | 0.02% | 0.02% | 38 | +29,044 | 60.47% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 76,000 | 2,201 | 0.16% | — | 39 | +76,000 | New | Q4 2025 | Feb 17, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 72,877 | 2,111 | 0.18% | 0.18% | 40 | -3,930 | -5.12% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 72,020 | 2,086 | 0.0% | 0.0% | 41 | +2,303 | 3.3% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 67,700 | 1,961 | 0.0% | 0.0% | 42 | -15,600 | -18.73% | Q4 2025 | Feb 12, 2026 |
| Marex Group plc | History | New | 63,436 | 1,837 | 0.01% | — | 43 | +63,436 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 56,982 | 1,650 | 0.04% | 0.09% | 44 | -60,521 | -51.51% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 53,563 | 1,551 | 0.0% | 0.0% | 45 | +15,880 | 42.14% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 53,190 | 1,540 | 0.0% | 0.0% | 46 | +5,562 | 11.68% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 51,847 | 1,502 | 0.0% | 0.0% | 47 | +2,202 | 4.44% | Q4 2025 | Jan 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 51,608 | 1,495 | 0.01% | 0.01% | 48 | -29,529 | -36.39% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 50,000 | 1,448 | 0.0% | — | 49 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL PLC | History | Added to | 47,770 | 1,383 | 0.01% | 0.01% | 50 | +12,500 | 35.44% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,056 | 1,293 | 0.0% | 0.0% | 51 | +23,662 | 136.04% | Q4 2025 | Jan 08, 2026 |
| Brookstone Capital Management | History | Reduced | 43,709 | 1,266 | 0.01% | 0.02% | 52 | -6,580 | -13.08% | Q4 2025 | Jan 15, 2026 |
| SIG BROKERAGE, LP | History | No change | 43,405 | 1,257 | 0.04% | 0.03% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,126 | 1,249 | 0.01% | 0.0% | 54 | +26,580 | 160.64% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 39,830 | 1,153 | 0.0% | 0.0% | 55 | -1,985 | -4.75% | Q4 2025 | Feb 10, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 38,989 | 1,129 | 0.1% | 0.1% | 56 | +2,451 | 6.71% | Q4 2025 | Feb 11, 2026 |
| HANOVER ADVISORS INC | History | Added to | 35,589 | 1,031 | 0.4% | 0.37% | 57 | +960 | 2.77% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 35,341 | 1,024 | 0.0% | 0.0% | 58 | -2,192 | -5.84% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 34,790 | 1,007 | 0.02% | 0.02% | 59 | -1,954 | -5.32% | Q4 2025 | Jan 16, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 34,397 | 996 | 0.1% | 0.11% | 60 | -3,172 | -8.44% | Q4 2025 | Jan 26, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 34,278 | 993 | 0.0% | 0.0% | 61 | -110,406 | -76.31% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | Added to | 33,948 | 983 | 0.03% | 0.01% | 62 | +26,677 | 366.9% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 30,370 | 879 | 0.01% | 0.01% | 63 | -929 | -2.97% | Q4 2025 | Feb 09, 2026 |
| Florin Court Capital LLP | History | Reduced | 29,500 | 854 | 1.19% | 0.69% | 64 | -2,200 | -6.94% | Q4 2025 | Feb 05, 2026 |
| Commonwealth Financial Services, LLC | History | New | 28,765 | 833 | 0.14% | — | 65 | +28,765 | New | Q4 2025 | Feb 06, 2026 |
| Point72 Asset Management, L.P. | History | New | 28,200 | 816 | 0.0% | — | 66 | +28,200 | New | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 27,397 | 793 | 0.02% | — | 68 | +27,397 | New | Q4 2025 | Feb 17, 2026 |
| Moran Wealth Management, LLC | History | Added to | 27,393 | 793 | 0.02% | 0.02% | 67 | +4,747 | 20.96% | Q4 2025 | Jan 26, 2026 |
| Global View Capital Management LLC | History | New | 25,507 | 738 | 0.14% | — | 69 | +25,507 | New | Q4 2025 | Jan 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 25,085 | 726 | 0.02% | 0.03% | 70 | -10,699 | -29.9% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 24,243 | 702 | 0.0% | 0.0% | 71 | +461 | 1.94% | Q4 2025 | Mar 16, 2026 |
| Lauer Wealth, LLC | History | Added to | 22,643 | 699 | 0.52% | 0.52% | 72 | +25 | 0.11% | Q4 2025 | Jan 12, 2026 |
| Clientfirst Wealth Management, LLC | History | Added to | 22,800 | 660 | 0.53% | 0.33% | 73 | +7,750 | 51.5% | Q4 2025 | Feb 06, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 20,803 | 602 | 0.51% | 0.53% | 74 | -795 | -3.68% | Q4 2025 | Jan 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,539 | 595 | 0.0% | 0.0% | 75 | +605 | 3.04% | Q4 2025 | Feb 17, 2026 |
| McGuire Investment Group, LLC | History | Added to | 20,298 | 588 | 0.06% | 0.06% | 76 | +1,246 | 6.54% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 19,807 | 573 | 0.01% | 0.01% | 77 | +3,480 | 21.31% | Q4 2025 | Jan 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 19,769 | 572 | 0.0% | 0.0% | 78 | -86 | -0.43% | Q4 2025 | Jan 12, 2026 |
| ORACLE INVESTMENT MANAGEMENT INC | History | New | 19,500 | 564 | 0.34% | — | 79 | +19,500 | New | Q4 2025 | Feb 18, 2026 |
| Purus Wealth Management, LLC | History | Added to | 18,861 | 546 | 0.17% | 0.17% | 80 | +25 | 0.13% | Q4 2025 | Jan 27, 2026 |
| DDD Partners, LLC | History | Reduced | 18,133 | 525 | 0.03% | 0.06% | 81 | -17,706 | -49.4% | Q4 2025 | Jan 22, 2026 |
| JBF Capital, Inc. | History | Reduced | 18,000 | 521 | 0.08% | 0.15% | 82 | -19,200 | -51.61% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 17,096 | 495 | 0.0% | 0.01% | 83 | -109,304 | -86.47% | Q4 2025 | Feb 12, 2026 |
| Prospect Financial Services LLC | History | Added to | 16,554 | 479 | 0.28% | 0.22% | 84 | +2,640 | 18.97% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 15,943 | 461 | 0.06% | — | 85 | +15,943 | New | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 15,535 | 450 | 0.0% | 0.0% | 86 | +10,539 | 210.95% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | New | 15,166 | 439 | 0.02% | — | 87 | +15,166 | New | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 14,510 | 420 | 0.06% | — | 88 | +14,510 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 14,450 | 418 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Intrua Financial, LLC | History | Reduced | 14,290 | 413 | 0.04% | 0.04% | 90 | -225 | -1.55% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 13,882 | 402 | 0.01% | — | 91 | +13,882 | New | Q4 2025 | Feb 13, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 13,558 | 392 | 0.07% | 0.07% | 92 | +916 | 7.25% | Q4 2025 | Jan 30, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 13,354 | 386 | 0.02% | 0.07% | 93 | -28,911 | -68.4% | Q4 2025 | Jan 15, 2026 |
| Next Capital Management LLC | History | No change | 13,046 | 377 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Massar Capital Management, LP | History | New | 13,000 | 376 | 0.04% | — | 95 | +13,000 | New | Q4 2025 | Feb 17, 2026 |
| Sierra Capital LLC | History | No change | 12,636 | 366 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 12,522 | 362 | 0.01% | 0.01% | 97 | -1,402 | -10.07% | Q4 2025 | Jan 28, 2026 |
| OPPENHEIMER & CO INC | History | New | 12,426 | 359 | 0.01% | — | 98 | +12,426 | New | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,890 | 344 | 0.0% | 0.0% | 99 | +6,953 | 140.83% | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Added to | 10,812 | 313 | 0.01% | 0.01% | 100 | +3,074 | 39.73% | Q4 2025 | Jan 30, 2026 |
| Acorns Advisers, LLC | History | Added to | 10,650 | 309 | 0.0% | 0.0% | 101 | +1,245 | 13.24% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 10,666 | 308 | 0.0% | 0.0% | 102 | -1,540 | -12.62% | Q4 2025 | Feb 17, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 10,626 | 307 | 0.09% | 0.09% | 103 | -44 | -0.41% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,469 | 303 | 0.01% | 0.01% | 104 | -531 | -4.83% | Q4 2025 | Jan 09, 2026 |
| Vienna Asset Management LLC | History | New | 10,000 | 289 | 0.16% | — | 105 | +10,000 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,343 | 270 | 0.0% | 0.0% | 106 | -129 | -1.36% | Q4 2025 | Feb 18, 2026 |
| West Tower Group, LLC | History | New | 9,300 | 269 | 0.61% | — | 107 | +9,300 | New | Q4 2025 | Feb 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,210 | 266 | 0.0% | 0.0% | 108 | -1,761 | -16.05% | Q4 2025 | Feb 02, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 8,775 | 254 | 0.1% | 0.11% | 110 | -1,568 | -15.16% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,776 | 254 | 0.0% | 0.0% | 109 | -908 | -9.38% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Added to | 8,746 | 253 | 0.01% | 0.01% | 111 | +530 | 6.45% | Q4 2025 | Feb 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 8,701 | 252 | 0.01% | 0.01% | 112 | +700 | 8.75% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,546 | 247 | 0.0% | — | 113 | +8,546 | New | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 8,500 | 246 | 0.0% | 0.0% | 114 | -25,900 | -75.29% | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 8,350 | 241 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cambridge Advisors Inc. | History | New | 8,262 | 239 | 0.05% | — | 116 | +8,262 | New | Q4 2025 | Jan 21, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 8,198 | 237 | 0.11% | — | 117 | +8,198 | New | Q4 2025 | Feb 06, 2026 |
| Indivisible Partners | History | New | 8,067 | 233 | 0.03% | — | 118 | +8,067 | New | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,829 | 226 | 0.0% | 0.0% | 119 | -582 | -6.92% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,651 | 221 | 0.0% | 0.01% | 120 | +100 | 1.32% | Q4 2025 | Feb 02, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 7,154 | 207 | 0.13% | 0.14% | 121 | -650 | -8.33% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 7,058 | 204 | 0.0% | — | 122 | +7,058 | New | Q4 2025 | Jan 20, 2026 |
| Eddie Patel Inc | History | New | 7,020 | 203 | 0.15% | — | 123 | +7,020 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Trust, LLC | History | No change | 6,312 | 182 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,747 | 166 | 0.01% | — | 125 | +5,747 | New | Q4 2025 | Jan 21, 2026 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | History | New | 5,400 | 156 | 0.12% | — | 126 | +5,400 | New | Q4 2025 | Feb 12, 2026 |
| ARK Investment Management LLC | History | Reduced | 5,029 | 145 | 0.0% | 0.0% | 127 | -2,022 | -28.68% | Q4 2025 | Feb 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 4,948 | 143 | 0.02% | 0.02% | 128 | +227 | 4.81% | Q4 2025 | Jan 23, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 4,234 | 122 | 0.03% | 0.02% | 129 | +995 | 30.72% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,447 | 99 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 3,236 | 93 | 0.0% | 0.0% | 131 | -333 | -9.33% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,102 | 89 | 0.0% | 0.0% | 132 | -476 | -13.3% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 2,606 | 75 | 0.0% | 0.0% | 133 | -2,201 | -45.79% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,094 | 60 | 0.0% | 0.0% | 134 | -92 | -4.21% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 2,061 | 59 | 0.0% | — | 135 | +2,061 | New | Q4 2025 | Feb 05, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 1,928 | 55 | 0.02% | 0.01% | 138 | +1,413 | 274.37% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,913 | 55 | 0.0% | 0.0% | 136 | -8 | -0.42% | Q4 2025 | Feb 06, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,910 | 55 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Financial Perspectives, Inc | History | Reduced | 1,858 | 53 | 0.01% | 0.02% | 139 | -536 | -22.39% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Reduced | 1,519 | 44 | 0.0% | 0.0% | 140 | -120 | -7.32% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,380 | 39 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | New | 1,336 | 38 | 0.0% | — | 142 | +1,336 | New | Q4 2025 | Feb 05, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,179 | 34 | 0.01% | 0.0% | 143 | +225 | 23.58% | Q4 2025 | Feb 17, 2026 |
| Main Management LLC | History | No change | 1,137 | 33 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,099 | 31 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Family Manage LLC | History | No change | 1,095 | 31 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 1,065 | 30 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,012 | 29 | 0.0% | — | 148 | +1,000 | 8333.33% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,000 | 29 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ORG Partners LLC | History | No change | 1,000 | 28 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BlackRock, Inc. | History | New | 956 | 27 | 0.0% | — | 154 | +956 | New | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 943 | 27 | 0.0% | 0.0% | 151 | -394 | -29.47% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 950 | 27 | 0.0% | 0.0% | 152 | +147 | 18.31% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 939 | 27 | 0.0% | 0.0% | 153 | +9 | 0.97% | Q4 2025 | Jan 23, 2026 |
| Financial Management Professionals, Inc. | History | No change | 869 | 25 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 825 | 23 | 0.0% | 0.0% | 156 | +675 | 450.0% | Q4 2025 | Jan 20, 2026 |
| Bleichroeder LP | History | No change | 825 | 23 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Osbon Capital Management LLC | History | New | 776 | 22 | 0.02% | — | 158 | +776 | New | Q4 2025 | Mar 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 667 | 21 | 0.0% | 0.0% | 159 | +28 | 4.38% | Q4 2025 | Jan 21, 2026 |
| Activest Wealth Management | History | No change | 759 | 21 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 758 | 21 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 728 | 21 | 0.05% | 0.04% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 716 | 20 | 0.02% | — | 165 | +716 | New | Q4 2025 | Feb 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 710 | 20 | 0.0% | 0.0% | 163 | +570 | 407.14% | Q4 2025 | Feb 06, 2026 |
| Crews Bank & Trust | History | No change | 700 | 20 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hyposwiss Advisors SA | History | New | 631 | 18 | 0.02% | — | 167 | +631 | New | Q4 2025 | Feb 17, 2026 |
| Fairscale Capital, LLC | History | No change | 642 | 18 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 588 | 17 | 0.01% | — | 169 | +588 | New | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 595 | 17 | 0.0% | 0.0% | 168 | -128 | -17.7% | Q4 2025 | Jan 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 538 | 15 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 500 | 14 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 430 | 12 | 0.0% | — | 172 | +430 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 392 | 11 | 0.0% | — | 175 | +392 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 404 | 11 | 0.0% | 0.0% | 173 | +325 | 411.39% | Q4 2025 | Jan 26, 2026 |
| Paladin Advisory Group, LLC | History | No change | 400 | 11 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 348 | 10 | 0.0% | 0.0% | 176 | -147 | -29.7% | Q4 2025 | Feb 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 375 | 10 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IAG Wealth Partners, LLC | History | No change | 351 | 10 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Caitlin John, LLC | History | No change | 370 | 10 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 337 | 9 | 0.0% | — | 181 | +337 | New | Q4 2025 | Feb 04, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 325 | 9 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pacific Center for Financial Services | History | No change | 332 | 9 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 338 | 9 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Banque Transatlantique SA | History | No change | 326 | 9 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| SHP Wealth Management | History | New | 307 | 8 | 0.0% | — | 188 | +307 | New | Q4 2025 | Mar 04, 2026 |
| Horizon Investments, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Anfield Capital Management, LLC | History | No change | 301 | 8 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 310 | 8 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 304 | 8 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EMC Capital Management | History | No change | 278 | 8 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Tidemark, LLC | History | No change | 277 | 8 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | No change | 253 | 7 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Estate Planners Group, LLC | History | New | 181 | 5 | 0.0% | — | 194 | +181 | New | Q4 2025 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 191 | 5 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 150 | 4 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 168 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 155 | 4 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 134 | 3 | 0.0% | 0.0% | 198 | -984 | -88.01% | Q4 2025 | Feb 20, 2026 |
| Abound Wealth Management | History | New | 104 | 3 | 0.0% | — | 200 | +104 | New | Q4 2025 | Jan 12, 2026 |
| Copia Wealth Management | History | Reduced | 115 | 3 | 0.0% | 0.0% | 202 | -1 | -0.86% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 113 | 3 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 115 | 3 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 120 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 100 | 2 | 0.0% | — | 209 | +100 | New | Q4 2025 | Feb 18, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 70 | 2 | 0.0% | — | 207 | +70 | New | Q4 2025 | Jan 08, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 100 | 2 | 0.0% | 0.0% | 210 | -30 | -23.08% | Q4 2025 | Jan 07, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 70 | 2 | 0.0% | 0.0% | 204 | +13 | 22.81% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 74 | 2 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 74 | 2 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Strategic Wealth Advisors LLC | History | New | 60 | 1 | 0.0% | — | 223 | +60 | New | Q4 2025 | Feb 03, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 40 | 1 | 0.0% | 0.0% | 219 | -50 | -55.56% | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 50 | 1 | 0.0% | — | 220 | +50 | New | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 47 | 1 | 0.0% | — | 218 | +47 | New | Q4 2025 | Jan 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 58 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO | History | No change | 55 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 50 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 35 | 1 | 0.0% | — | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Silicon Valley Capital Partners | History | No change | 62 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 55 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 59 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MASECO LLP | History | No change | 65 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -248,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STEMPOINT CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -200,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -195,220 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -164,315 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.16% | — | -75,434 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.02% | — | -75,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -74,571 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Transcendent Capital Group LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -68,185 | -100.0% | Q3 2025 | Nov 04, 2025 |
| DLD Asset Management, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -54,327 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.01% | — | -50,112 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -44,316 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -38,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,004 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -19,047 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bellecapital International Ltd. | History | Closed out | 0 | 0 | — | 0.07% | — | -16,065 | -100.0% | Q3 2025 | Oct 17, 2025 |
| PING CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -15,000 | -100.0% | Q3 2025 | Oct 31, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -10,432 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Zuckerman Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sloy Dahl & Holst, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,044 | -100.0% | Q3 2025 | Oct 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,681 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Guardian Partners Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,551 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,097 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,033 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -813 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -767 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -753 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -661 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -660 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -480 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -460 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Kennebec Savings Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -356 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -351 | -99.72% | Q4 2025 | Jan 21, 2026 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -351 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 08, 2025 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 20, 2025 |
| CoreCap Advisors, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -37 | -69.81% | Q4 2025 | Jan 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 28 | 0 | — | 0.0% | — | -33 | -54.1% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2025 | Oct 16, 2025 |
| DecisionPoint Financial, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Jan 29, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Root Financial Partners, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 17, 2026 |
| SWAN Capital LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Camelot Portfolios, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 29, 2026 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Acumen Wealth Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 34 | 0 | — | 0.0% | — | -5 | -12.82% | Q4 2025 | Feb 09, 2026 |
| Strive Financial Group ,LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Front Row Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |