ALLIANCE RESOURCE PARTNERS LP - ARLP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,363,174 | 78,126 | 0.0% | 0.0% | 1 | +1,641,741 | 95.37% | Q4 2025 | Feb 13, 2026 |
| Progeny 3, Inc. | History | Added to | 3,282,671 | 76,256 | 4.1% | 4.27% | 2 | +8,290 | 0.25% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA GROUP, LLC | History | Reduced | 2,581,697 | 59,972 | 9.89% | 10.38% | 3 | -8,000 | -0.31% | Q4 2025 | Feb 03, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 2,104,897 | 48,896 | 8.37% | 9.16% | 4 | -12,495 | -0.59% | Q4 2025 | Jan 30, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 1,161,240 | 26,975 | 6.11% | 7.18% | 5 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ING GROEP NV | History | Added to | 668,000 | 15,517 | 0.09% | 0.05% | 6 | +289,900 | 76.67% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 619,300 | 14,386 | 0.0% | 0.0% | 7 | +93,198 | 17.71% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | New | 500,000 | 11,615 | 0.09% | — | 8 | +500,000 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 493,640 | 11,467 | 0.0% | 0.0% | 9 | -37,165 | -7.0% | Q4 2025 | Mar 25, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 476,865 | 11,077 | 0.0% | 0.0% | 10 | +17,400 | 3.79% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Reduced | 424,690 | 9,865 | 0.0% | 0.0% | 11 | -4,378 | -1.02% | Q4 2025 | Feb 19, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 363,672 | 8,448 | 2.21% | 2.57% | 12 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 343,010 | 7,968 | 0.0% | 0.0% | 13 | -160,156 | -31.83% | Q4 2025 | Feb 17, 2026 |
| Energy Income Partners, LLC | History | Added to | 299,842 | 6,965 | 0.13% | 0.1% | 14 | +102,709 | 52.1% | Q4 2025 | Feb 17, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Added to | 297,070 | 6,900 | 0.64% | 0.57% | 15 | +83,870 | 39.34% | Q4 2025 | Feb 06, 2026 |
| Fairbanks Capital Management, Inc. | History | Reduced | 283,941 | 6,595 | 3.64% | 3.95% | 16 | -4,739 | -1.64% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 276,312 | 6,418 | 0.13% | 0.15% | 17 | +13,156 | 5.0% | Q4 2025 | Feb 03, 2026 |
| Adams Asset Advisors, LLC | History | No change | 255,397 | 5,932 | 0.78% | 0.83% | 18 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 254,201 | 5,905 | 0.01% | 0.01% | 19 | -14,436 | -5.37% | Q4 2025 | Feb 18, 2026 |
| Bienville Capital Management, LLC | History | Reduced | 231,025 | 5,366 | 0.85% | 1.19% | 20 | -16,320 | -6.6% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 200,000 | 4,646 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | Reduced | 195,879 | 4,550 | 0.0% | 0.0% | 22 | -461,312 | -70.19% | Q4 2025 | Feb 13, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Reduced | 191,000 | 4,436 | 0.25% | 0.35% | 23 | -50,000 | -20.75% | Q4 2025 | Jan 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 187,082 | 4,345 | 0.0% | 0.0% | 24 | -21,953 | -10.5% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 182,017 | 4,228 | 0.0% | 0.0% | 25 | -242,320 | -57.11% | Q4 2025 | Feb 12, 2026 |
| NATIXIS | History | New | 156,500 | 3,635 | 0.01% | — | 26 | +156,500 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 154,775 | 3,595 | 0.0% | 0.0% | 27 | -47,636 | -23.53% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 147,308 | 3,421 | 0.03% | 0.03% | 28 | +3,043 | 2.11% | Q4 2025 | Jan 14, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 146,974 | 3,414 | 0.0% | 0.01% | 29 | -153,026 | -51.01% | Q4 2025 | Feb 17, 2026 |
| Orvieto Partners, L.P. | History | New | 139,064 | 3,230 | 2.61% | — | 30 | +139,064 | New | Q4 2025 | Feb 12, 2026 |
| MILLER VALUE PARTNERS, LLC | History | Added to | 132,000 | 3,066 | 1.08% | 1.18% | 31 | +5,000 | 3.94% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Holdings, LLC | History | Added to | 129,423 | 3,006 | 1.02% | 1.13% | 32 | +653 | 0.51% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 121,474 | 2,821 | 0.0% | 0.0% | 33 | +3,242 | 2.74% | Q4 2025 | Feb 09, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 115,907 | 2,692 | 1.63% | 1.73% | 34 | -2,164 | -1.83% | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 102,772 | 2,387 | 0.0% | 0.0% | 35 | +21,528 | 26.5% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 101,528 | 2,358 | 0.0% | 0.0% | 36 | -2,623 | -2.52% | Q4 2025 | Feb 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 99,024 | 2,300 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| LPL Financial LLC | History | Added to | 97,439 | 2,263 | 0.0% | 0.0% | 38 | +12,250 | 14.38% | Q4 2025 | Feb 11, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 96,890 | 2,250 | 0.21% | 0.69% | 39 | -191,976 | -66.46% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 93,114 | 2,163 | 0.0% | 0.0% | 40 | +603 | 0.65% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 84,620 | 1,965 | 0.0% | 0.0% | 41 | -5,380 | -5.98% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 79,767 | 1,852 | 0.0% | 0.0% | 42 | +1,261 | 1.61% | Q4 2025 | Feb 12, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 70,000 | 1,626 | 1.05% | 1.17% | 43 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NFC Investments, LLC | History | Reduced | 69,700 | 1,619 | 0.46% | 0.52% | 44 | -700 | -0.99% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 67,950 | 1,578 | 0.0% | 0.0% | 45 | +11,204 | 19.74% | Q4 2025 | Feb 17, 2026 |
| Disciplined Investments, LLC | History | Added to | 66,181 | 1,537 | 0.59% | 0.65% | 46 | +1,541 | 2.38% | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 64,613 | 1,500 | 0.04% | 0.04% | 47 | +45 | 0.07% | Q4 2025 | Jan 23, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 64,105 | 1,489 | 0.14% | 0.14% | 48 | +8,400 | 15.08% | Q4 2025 | Jan 30, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 64,141 | 1,489 | 0.02% | 0.02% | 49 | -1,219 | -1.87% | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | Added to | 54,446 | 1,264 | 0.02% | 0.02% | 50 | +10,000 | 22.5% | Q4 2025 | Feb 03, 2026 |
| Jump Financial, LLC | History | New | 54,395 | 1,263 | 0.02% | — | 51 | +54,395 | New | Q4 2025 | Feb 17, 2026 |
| BCS Wealth Management | History | Added to | 52,220 | 1,213 | 0.12% | 0.15% | 52 | +26,473 | 102.82% | Q4 2025 | Jan 26, 2026 |
| Autumn Glory Partners, LLC | History | No change | 52,000 | 1,207 | 0.42% | 0.54% | 53 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Added to | 50,381 | 1,170 | 0.0% | 0.0% | 54 | +41,991 | 500.49% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | New | 50,000 | 1,161 | 0.01% | — | 55 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Tweedy, Browne Co LLC | History | Added to | 46,695 | 1,084 | 0.09% | 0.09% | 56 | +6,696 | 16.74% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Reduced | 46,241 | 1,074 | 0.0% | 0.0% | 57 | -222,924 | -82.82% | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 42,600 | 989 | 0.0% | 0.01% | 58 | -145,657 | -77.37% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Added to | 37,706 | 875 | 0.0% | 0.0% | 59 | +2,190 | 6.17% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 36,328 | 843 | 0.01% | 0.01% | 60 | +1,798 | 5.21% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 36,087 | 838 | 0.0% | 0.0% | 61 | +1,264 | 3.63% | Q4 2025 | Feb 05, 2026 |
| Bramshill Investments, LLC | History | Added to | 35,564 | 826 | 0.05% | 0.06% | 62 | +238 | 0.67% | Q4 2025 | Feb 17, 2026 |
| Orion Investment Co | History | Added to | 34,475 | 800 | 0.24% | 0.23% | 63 | +6,000 | 21.07% | Q4 2025 | Feb 11, 2026 |
| GABELLI FUNDS LLC | History | New | 34,200 | 794 | 0.01% | — | 64 | +34,200 | New | Q4 2025 | Feb 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 33,951 | 788 | 0.05% | 0.05% | 65 | +442 | 1.32% | Q4 2025 | Jan 15, 2026 |
| COWA, LLC | History | No change | 33,558 | 779 | 0.24% | 0.28% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 33,245 | 772 | 0.0% | 0.0% | 67 | -316 | -0.94% | Q4 2025 | Feb 13, 2026 |
| RiverFront Investment Group, LLC | History | No change | 32,000 | 743 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Vident Advisory, LLC | History | Reduced | 31,767 | 737 | 0.01% | 0.01% | 69 | -3,338 | -9.51% | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 31,328 | 727 | 0.0% | 0.0% | 70 | +6,141 | 24.38% | Q4 2025 | Mar 16, 2026 |
| Mariner, LLC | History | Added to | 31,012 | 720 | 0.0% | 0.0% | 71 | +3,309 | 11.94% | Q4 2025 | Feb 13, 2026 |
| Hartree Partners, LP | History | New | 28,887 | 671 | 0.24% | — | 72 | +28,887 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 28,809 | 669 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 27,456 | 637 | 0.02% | 0.01% | 74 | -563 | -2.01% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 27,193 | 631 | 0.01% | 0.02% | 75 | +633 | 2.38% | Q4 2025 | Feb 05, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 25,500 | 592 | 0.21% | 0.25% | 76 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTRUST BANK NA | History | Reduced | 25,293 | 587 | 0.05% | 0.06% | 77 | -1,804 | -6.66% | Q4 2025 | Feb 06, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 24,505 | 569 | 0.08% | 0.1% | 78 | -1,484 | -5.71% | Q4 2025 | Jan 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 22,188 | 515 | 0.0% | — | 79 | +22,188 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,562 | 501 | 0.0% | — | 80 | +21,562 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 21,547 | 500 | 0.0% | — | 81 | +21,547 | New | Q4 2025 | Feb 17, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 21,000 | 487 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 20,548 | 477 | 0.02% | 0.02% | 83 | +3,091 | 17.71% | Q4 2025 | Feb 04, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 20,000 | 464 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Texas Yale Capital Corp. | History | No change | 18,977 | 440 | 0.01% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 18,797 | 436 | 0.0% | 0.0% | 86 | -2,741 | -12.73% | Q4 2025 | Feb 17, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 17,000 | 394 | 0.25% | 0.26% | 87 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PEAK6 LLC | History | Reduced | 16,900 | 392 | 0.0% | 0.0% | 88 | -7,701 | -31.3% | Q4 2025 | Mar 12, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 16,776 | 389 | 0.1% | 0.11% | 89 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 16,604 | 385 | 0.0% | 0.0% | 90 | +1,891 | 12.85% | Q4 2025 | Jan 29, 2026 |
| Security National Bank | History | No change | 15,931 | 370 | 0.05% | 0.06% | 91 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parvin Asset Management, LLC | History | Added to | 15,500 | 360 | 0.29% | 0.01% | 92 | +15,050 | 3344.44% | Q4 2025 | Feb 17, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 15,427 | 358 | 0.05% | 0.05% | 93 | +1,044 | 7.26% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | New | 15,340 | 356 | 0.01% | — | 94 | +15,340 | New | Q4 2025 | Feb 02, 2026 |
| Potomac Capital Management, Inc. | History | New | 15,000 | 348 | 0.28% | — | 95 | +15,000 | New | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | New | 14,879 | 345 | 0.0% | — | 96 | +14,879 | New | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 13,878 | 322 | 0.0% | 0.0% | 97 | -315 | -2.22% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 13,363 | 310 | 0.01% | 0.01% | 98 | -1,468 | -9.9% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 13,000 | 301 | 0.0% | 0.0% | 99 | +10,430 | 405.84% | Q4 2025 | Jan 30, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 12,407 | 294 | 0.03% | 0.03% | 100 | -185 | -1.47% | Q4 2025 | Jan 22, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 12,696 | 294 | 0.26% | 0.26% | 101 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 12,612 | 292 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 12,407 | 288 | 0.0% | 0.0% | 103 | -316 | -2.48% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | No change | 12,000 | 278 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 12,000 | 278 | 0.07% | 0.08% | 105 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 11,794 | 273 | 0.0% | 0.0% | 106 | -198 | -1.65% | Q4 2025 | Feb 13, 2026 |
| Oxbow Advisors, LLC | History | New | 11,695 | 271 | 0.02% | — | 107 | +11,695 | New | Q4 2025 | Feb 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 11,289 | 262 | 0.02% | 0.02% | 108 | +226 | 2.04% | Q4 2025 | Feb 10, 2026 |
| Traub Capital Management LLC | History | Added to | 10,690 | 248 | 0.24% | 0.26% | 111 | +300 | 2.89% | Q4 2025 | Jan 29, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 10,700 | 248 | 0.0% | 0.0% | 109 | -150 | -1.38% | Q4 2025 | Jan 12, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 10,700 | 248 | 0.12% | 0.14% | 110 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 10,439 | 242 | 0.02% | 0.09% | 112 | -33,506 | -76.25% | Q4 2025 | Feb 06, 2026 |
| Dakota Wealth Management | History | No change | 10,048 | 233 | 0.0% | 0.01% | 113 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Simmons Bank | History | No change | 10,000 | 232 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 10,000 | 232 | 0.12% | 0.12% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | No change | 9,195 | 231 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,521 | 225 | 0.0% | 0.0% | 117 | +159 | 1.7% | Q4 2025 | Jan 08, 2026 |
| HRT FINANCIAL LP | History | Reduced | 9,613 | 223 | 0.0% | 0.0% | 118 | -43,492 | -81.9% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 9,120 | 211 | 0.0% | 0.0% | 119 | +1,971 | 27.57% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | New | 8,759 | 208 | 0.0% | — | 120 | +8,759 | New | Q4 2025 | Feb 18, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 8,800 | 204 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 7,905 | 183 | 0.09% | 0.07% | 122 | +2,505 | 46.39% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,175 | 166 | 0.0% | 0.0% | 123 | +2,720 | 61.05% | Q4 2025 | Feb 17, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 6,964 | 161 | 0.04% | 0.05% | 124 | -456 | -6.15% | Q4 2025 | Feb 17, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 6,200 | 144 | 0.04% | — | 125 | +6,200 | New | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | No change | 4,845 | 112 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PFS Partners, LLC | History | Added to | 4,808 | 111 | 0.05% | 0.06% | 127 | +112 | 2.39% | Q4 2025 | Jan 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,600 | 106 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | No change | 4,049 | 94 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 2,857 | 66 | 0.02% | — | 130 | +2,857 | New | Q4 2025 | Jan 20, 2026 |
| State of Wyoming | History | Reduced | 2,727 | 63 | 0.01% | 0.02% | 131 | -5,062 | -64.99% | Q4 2025 | Feb 11, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 2,300 | 53 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,055 | 47 | 0.03% | 0.04% | 133 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,000 | 46 | 0.0% | 0.0% | 134 | -1,003 | -33.4% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,000 | 46 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2,000 | 46 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | New | 1,800 | 41 | 0.01% | — | 138 | +1,800 | New | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,767 | 41 | 0.0% | 0.0% | 139 | -739 | -29.49% | Q4 2025 | Jan 23, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,773 | 41 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,500 | 35 | 0.03% | — | 141 | +1,500 | New | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 1,470 | 35 | 0.0% | — | 140 | +1,470 | New | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,500 | 34 | 0.0% | — | 142 | +1,500 | New | Q4 2025 | Feb 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,253 | 31 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Towne Trust Company, N.A | History | No change | 1,000 | 23 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MCF Advisors LLC | History | No change | 1,000 | 23 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 979 | 22 | 0.0% | 0.0% | 146 | +23 | 2.41% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 900 | 20 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | No change | 703 | 16 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 648 | 15 | 0.0% | 0.0% | 149 | -875 | -57.45% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 680 | 15 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | No change | 666 | 15 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 530 | 12 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Key Capital Management, INC | History | New | 500 | 11 | 0.01% | — | 153 | +500 | New | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Added to | 401 | 9 | 0.0% | 0.0% | 154 | +151 | 60.4% | Q4 2025 | Jan 26, 2026 |
| Inlight Wealth Management, LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 374 | 8 | 0.0% | 0.0% | 156 | -16 | -4.1% | Q4 2025 | Feb 17, 2026 |
| POM Investment Strategies, LLC | History | New | 300 | 6 | 0.0% | — | 159 | +300 | New | Q4 2025 | Feb 17, 2026 |
| MSRH, LLC | History | New | 296 | 6 | 0.01% | — | 161 | +296 | New | Q4 2025 | Apr 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 276 | 6 | 0.0% | 0.0% | 158 | +7 | 2.6% | Q4 2025 | Feb 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 301 | 6 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| City State Bank | History | No change | 300 | 6 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BAYBAN | History | New | 200 | 4 | 0.0% | — | 163 | +200 | New | Q4 2025 | Mar 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 200 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 107 | 2 | 0.0% | — | 164 | +107 | New | Q4 2025 | Feb 19, 2026 |
| FIFTH THIRD BANCORP | History | New | 50 | 1 | 0.0% | — | 165 | +50 | New | Q4 2025 | Feb 02, 2026 |
| ORG Partners LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Recurrent Investment Advisors LLC | History | Closed out | 0 | 0 | — | 1.25% | — | -647,283 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -208,485 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -84,751 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,360 | -100.0% | Q3 2025 | Nov 14, 2025 |
| U S GLOBAL INVESTORS INC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,049 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,034 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,918 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,350 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,347 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Callahan Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,000 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,707 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Steward Partners Investment Advisory, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |