GraniteShares Gold Trust - BAR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,586,633 | 109,906 | 0.01% | 0.01% | 1 | -59,222 | -2.24% | Q4 2025 | Feb 17, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 2,196,094 | 93,312 | 2.74% | 2.46% | 2 | -33,925 | -1.52% | Q4 2025 | Feb 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 698,687 | 29,687 | 0.01% | 0.0% | 3 | +506,856 | 264.22% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 688,467 | 29,252 | 0.01% | 0.01% | 4 | -29,171 | -4.06% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 596,903 | 25,363 | 0.0% | — | 5 | +596,903 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 520,174 | 22,102 | 0.01% | 0.01% | 6 | -159,070 | -23.42% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 463,694 | 19,702 | 0.04% | 0.03% | 7 | +13,833 | 3.07% | Q4 2025 | Mar 16, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 451,967 | 19,204 | 2.23% | 1.9% | 8 | +160,422 | 55.02% | Q4 2025 | Feb 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 427,952 | 18,183 | 1.53% | 1.44% | 9 | -9,123 | -2.09% | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 421,091 | 17,892 | 0.83% | 0.75% | 10 | +13,046 | 3.2% | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 406,447 | 17,270 | 2.11% | 1.97% | 11 | +5,390 | 1.34% | Q4 2025 | Jan 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 308,096 | 13,090 | 0.01% | 0.01% | 12 | -5,756 | -1.83% | Q4 2025 | Feb 17, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 303,000 | 12,874 | 0.99% | 0.95% | 13 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 292,197 | 12,415 | 0.02% | 0.02% | 14 | -5,550 | -1.86% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 281,487 | 11,960 | 0.7% | 0.71% | 15 | -27,446 | -8.88% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 271,792 | 11,548 | 0.03% | 0.03% | 16 | +12,516 | 4.83% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | Reduced | 262,670 | 11,160 | 1.22% | 1.18% | 17 | -8,622 | -3.18% | Q4 2025 | Jan 15, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 233,353 | 9,430 | 1.87% | 1.7% | 18 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Maridea Wealth Management LLC | History | Added to | 214,922 | 9,132 | 1.37% | 1.24% | 19 | +30,737 | 16.69% | Q4 2025 | Jan 08, 2026 |
| Empowered Funds, LLC | History | Added to | 202,754 | 8,615 | 0.15% | 0.05% | 20 | +80,831 | 66.3% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 200,428 | 8,516 | 0.01% | 0.01% | 21 | -22,826 | -10.22% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 197,144 | 8,376 | 0.0% | 0.0% | 22 | -1,811 | -0.91% | Q4 2025 | Feb 18, 2026 |
| a16z Perennial Management, L.P. | History | No change | 181,946 | 7,730 | 0.58% | 0.53% | 23 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mason & Associates Inc | History | Added to | 171,185 | 7,273 | 1.37% | 1.13% | 24 | +24,185 | 16.45% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 164,474 | 6,988 | 0.04% | 0.04% | 25 | +2,458 | 1.52% | Q4 2025 | Feb 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 159,045 | 6,757 | 0.36% | 0.36% | 26 | +5,557 | 3.62% | Q4 2025 | Jan 26, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 153,843 | 6,536 | 1.92% | 1.25% | 27 | +48,271 | 45.72% | Q4 2025 | Jan 21, 2026 |
| Brendel Financial Advisors LLC | History | Reduced | 148,130 | 6,294 | 3.1% | 2.91% | 28 | -933 | -0.63% | Q4 2025 | Jan 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 140,717 | 5,979 | 0.01% | 0.01% | 29 | -2,240 | -1.57% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 136,674 | 5,807 | 0.15% | 0.15% | 30 | -13,836 | -9.19% | Q4 2025 | Jan 23, 2026 |
| ETF Store, Inc. | History | Reduced | 113,498 | 4,822 | 4.92% | 4.93% | 31 | -8,577 | -7.03% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 100,986 | 4,290 | 0.01% | 0.01% | 32 | -22,308 | -18.09% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 100,700 | 4,278 | 0.01% | 0.0% | 33 | +13,200 | 15.09% | Q4 2025 | Feb 12, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 90,971 | 3,865 | 3.0% | 2.77% | 34 | -2,645 | -2.83% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 90,692 | 3,853 | 0.0% | 0.0% | 35 | +40,409 | 80.36% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 80,729 | 3,430 | 0.01% | 0.01% | 36 | -18,955 | -19.02% | Q4 2025 | Feb 18, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 77,575 | 3,296 | 1.41% | 1.28% | 37 | -371 | -0.48% | Q4 2025 | Jan 15, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 73,730 | 3,132 | 2.47% | — | 38 | +73,730 | New | Q4 2025 | Feb 10, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 70,950 | 3,014 | 0.52% | 0.46% | 39 | -119 | -0.17% | Q4 2025 | Jan 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 69,087 | 2,935 | 0.0% | 0.0% | 40 | -5,249 | -7.06% | Q4 2025 | Feb 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 68,245 | 2,900 | 0.1% | 0.04% | 41 | +42,723 | 167.4% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 67,736 | 2,878 | 0.02% | 0.02% | 42 | -1,853 | -2.66% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 66,432 | 2,822 | 0.0% | 0.0% | 43 | +2,157 | 3.36% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 61,737 | 2,623 | 0.0% | 0.0% | 44 | +40,118 | 185.57% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 59,053 | 2,509 | 0.01% | 0.01% | 45 | -2,245 | -3.66% | Q4 2025 | Feb 05, 2026 |
| FSA Investment Group, LLC | History | Added to | 58,404 | 2,481 | 1.51% | 1.37% | 46 | +590 | 1.02% | Q4 2025 | Jan 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 51,272 | 2,178 | 0.01% | 0.01% | 47 | +7,166 | 16.25% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 46,616 | 1,980 | 0.01% | 0.01% | 48 | +15,872 | 51.63% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 44,970 | 1,910 | 0.02% | 0.03% | 49 | -7,524 | -14.33% | Q4 2025 | Jan 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 42,497 | 1,805 | 0.02% | — | 50 | +42,497 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 42,497 | 1,805 | 0.09% | 0.11% | 51 | +114 | 0.27% | Q4 2025 | Feb 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 40,445 | 1,718 | 0.21% | 0.13% | 52 | +5,280 | 15.01% | Q4 2025 | Jan 09, 2026 |
| OPPENHEIMER & CO INC | History | New | 36,691 | 1,559 | 0.02% | — | 53 | +36,691 | New | Q4 2025 | Feb 02, 2026 |
| Virtue Capital Management, LLC | History | Added to | 36,302 | 1,549 | 0.24% | 0.0% | 54 | +26,302 | 263.02% | Q4 2025 | Feb 18, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 34,534 | 1,467 | 0.14% | 0.13% | 55 | -700 | -1.99% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 33,992 | 1,444 | 0.01% | 0.01% | 56 | -43 | -0.13% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 33,026 | 1,403 | 0.01% | 0.01% | 57 | +4,928 | 17.54% | Q4 2025 | Feb 09, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 32,844 | 1,395 | 0.75% | 0.71% | 58 | -53 | -0.16% | Q4 2025 | Jan 27, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 32,678 | 1,388 | 0.69% | 0.68% | 59 | -2,953 | -8.29% | Q4 2025 | Jan 30, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 30,565 | 1,298 | 0.1% | 0.09% | 60 | -325 | -1.05% | Q4 2025 | Jan 23, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 28,969 | 1,230 | 0.5% | 0.5% | 61 | -328 | -1.12% | Q4 2025 | Jan 26, 2026 |
| EQ LLC | History | Reduced | 27,178 | 1,154 | 0.33% | 0.35% | 62 | -264 | -0.96% | Q4 2025 | Feb 10, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 26,966 | 1,145 | 0.42% | 0.43% | 63 | -3,395 | -11.18% | Q4 2025 | Jan 29, 2026 |
| Tactive Advisors, LLC | History | Added to | 24,723 | 1,050 | 0.31% | 0.2% | 64 | +6,071 | 32.55% | Q4 2025 | Jan 09, 2026 |
| DMC Group, LLC | History | Added to | 23,115 | 982 | 0.66% | 0.43% | 65 | +6,882 | 42.4% | Q4 2025 | Jan 21, 2026 |
| Leo Wealth, LLC | History | New | 23,064 | 979 | 0.07% | — | 66 | +23,064 | New | Q4 2025 | Jan 21, 2026 |
| CHOREO, LLC | History | Added to | 19,644 | 840 | 0.01% | 0.01% | 67 | +2,405 | 13.95% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,708 | 837 | 0.0% | 0.0% | 68 | +2,501 | 14.53% | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | No change | 18,352 | 779 | 0.04% | 0.03% | 69 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Atria Investments, Inc | History | Reduced | 17,840 | 758 | 0.01% | 0.01% | 70 | -601 | -3.26% | Q4 2025 | Feb 05, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 17,764 | 754 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 17,389 | 738 | 0.02% | 0.02% | 72 | -10,477 | -37.6% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 17,064 | 725 | 0.0% | 0.0% | 73 | +2,365 | 16.09% | Q4 2025 | Mar 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 16,893 | 717 | 0.04% | 0.04% | 74 | -174 | -1.02% | Q4 2025 | Jan 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 16,733 | 710 | 0.0% | 0.0% | 75 | -271 | -1.59% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,075 | 683 | 0.0% | 0.0% | 76 | +3,582 | 28.67% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 15,421 | 655 | 0.04% | 0.04% | 77 | -60 | -0.39% | Q4 2025 | Feb 10, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 14,645 | 622 | 0.11% | 0.1% | 78 | -2,680 | -15.47% | Q4 2025 | Jan 29, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 14,241 | 605 | 0.21% | 0.2% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 13,944 | 592 | 0.04% | 0.03% | 80 | +952 | 7.33% | Q4 2025 | Jan 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,894 | 590 | 0.01% | 0.01% | 81 | -217 | -1.54% | Q4 2025 | Feb 17, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 13,872 | 589 | 0.26% | 0.21% | 82 | +1,787 | 14.79% | Q4 2025 | Feb 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 13,561 | 576 | 0.33% | 0.31% | 84 | -343 | -2.47% | Q4 2025 | Jan 06, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 12,767 | 576 | 0.13% | 0.12% | 83 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 13,409 | 569 | 0.12% | 0.17% | 85 | +466 | 3.6% | Q4 2025 | Feb 12, 2026 |
| Crew Capital Management, Ltd | History | Added to | 12,619 | 536 | 0.34% | 0.29% | 86 | +1,361 | 12.09% | Q4 2025 | Jan 16, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 10,604 | 525 | 0.99% | — | 87 | +10,604 | New | Q4 2025 | Feb 18, 2026 |
| CLG LLC | History | No change | 12,000 | 509 | 0.13% | 0.12% | 88 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 11,633 | 494 | 0.11% | 0.1% | 89 | +70 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 11,392 | 484 | 0.0% | 0.0% | 90 | -2,608 | -18.63% | Q4 2025 | Feb 17, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | New | 11,360 | 482 | 0.17% | — | 91 | +11,360 | New | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 11,225 | 476 | 0.0% | 0.0% | 92 | +500 | 4.66% | Q4 2025 | Feb 11, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 11,123 | 472 | 0.05% | 0.05% | 93 | -190 | -1.68% | Q4 2025 | Jan 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 11,100 | 471 | 0.03% | — | 94 | +11,100 | New | Q4 2025 | Feb 12, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 11,083 | 470 | 0.03% | 0.03% | 95 | -1,121 | -9.19% | Q4 2025 | Jan 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 11,031 | 468 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 10,944 | 465 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| EVOKE WEALTH, LLC | History | No change | 10,612 | 450 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,001 | 425 | 0.0% | 0.0% | 99 | -278 | -2.7% | Q4 2025 | Feb 11, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 9,767 | 415 | 0.04% | 0.04% | 100 | +236 | 2.48% | Q4 2025 | Jan 27, 2026 |
| Blue Trust, Inc. | History | Added to | 9,205 | 391 | 0.0% | 0.0% | 101 | +70 | 0.77% | Q4 2025 | Jan 16, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 9,101 | 386 | 0.05% | 0.05% | 102 | -75 | -0.82% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,938 | 379 | 0.0% | 0.0% | 103 | -1,456 | -14.01% | Q4 2025 | Feb 02, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 8,733 | 371 | 0.04% | 0.04% | 104 | -1,208 | -12.15% | Q4 2025 | Jan 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 8,695 | 369 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 8,687 | 369 | 0.11% | 0.1% | 106 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | No change | 9,341 | 366 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 8,562 | 363 | 0.2% | 0.7% | 108 | -21,766 | -71.77% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,991 | 353 | 0.0% | 0.0% | 109 | -146 | -1.79% | Q4 2025 | Jan 08, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 8,250 | 350 | 0.23% | — | 110 | +8,250 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 8,144 | 346 | 0.0% | 0.0% | 111 | -224 | -2.68% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | New | 8,073 | 343 | 0.0% | — | 112 | +8,073 | New | Q4 2025 | Feb 13, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 6,979 | 337 | 0.07% | 0.06% | 113 | +55 | 0.79% | Q4 2025 | Feb 05, 2026 |
| Visionary Wealth Advisors | History | No change | 7,863 | 334 | 0.02% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 7,449 | 316 | 0.0% | 0.0% | 115 | -776 | -9.43% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,366 | 312 | 0.01% | 0.01% | 116 | +471 | 6.83% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | Added to | 7,235 | 307 | 0.01% | 0.0% | 117 | +1,170 | 19.29% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,115 | 302 | 0.01% | 0.02% | 118 | -2,050 | -22.37% | Q4 2025 | Feb 05, 2026 |
| Veltria Advisors Corp. | History | No change | 6,327 | 287 | 1.25% | 1.06% | 119 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 6,286 | 267 | 0.0% | — | 120 | +6,286 | New | Q4 2025 | Jan 29, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 6,254 | 265 | 0.17% | — | 121 | +6,254 | New | Q4 2025 | Feb 04, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 6,121 | 260 | 0.02% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WEDBUSH SECURITIES INC | History | New | 5,908 | 251 | 0.01% | — | 123 | +5,908 | New | Q4 2025 | Feb 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 5,885 | 250 | 0.0% | — | 124 | +5,885 | New | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 5,873 | 249 | 0.01% | 0.0% | 125 | -3 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 5,605 | 248 | 0.04% | 0.05% | 126 | -608 | -9.79% | Q4 2025 | Feb 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 5,824 | 247 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RS CRUM INC. | History | No change | 5,740 | 243 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 5,668 | 240 | 0.0% | 0.0% | 129 | +283 | 5.26% | Q4 2025 | Mar 12, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 5,589 | 239 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,610 | 238 | 0.01% | 0.01% | 131 | -71 | -1.25% | Q4 2025 | Feb 06, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 5,483 | 232 | 0.14% | 0.15% | 132 | -254 | -4.43% | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,150 | 225 | 0.02% | 0.02% | 133 | -400 | -7.21% | Q4 2025 | Jan 12, 2026 |
| MONECO ADVISORS, LLC | History | New | 5,000 | 212 | 0.02% | — | 134 | +5,000 | New | Q4 2025 | Feb 04, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | New | 4,926 | 209 | 0.18% | — | 135 | +4,926 | New | Q4 2025 | Jan 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 4,775 | 202 | 0.03% | — | 136 | +4,775 | New | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,761 | 202 | 0.0% | 0.01% | 137 | -3,657 | -43.44% | Q4 2025 | Feb 13, 2026 |
| Thrive Capital Management, LLC | History | New | 4,717 | 200 | 0.04% | — | 138 | +4,717 | New | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,122 | 175 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 3,951 | 167 | 0.0% | 0.0% | 140 | +215 | 5.75% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,660 | 155 | 0.0% | — | 141 | +3,660 | New | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 2,315 | 98 | 0.03% | — | 142 | +2,315 | New | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,637 | 69 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TCTC Holdings, LLC | History | No change | 1,517 | 64 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,317 | 58 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,347 | 57 | 0.0% | — | 146 | +1,337 | 13370.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,246 | 52 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Global Retirement Partners, LLC | History | New | 1,111 | 47 | 0.0% | — | 148 | +1,111 | New | Q4 2025 | Feb 06, 2026 |
| Archer Investment Corp | History | No change | 923 | 39 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 890 | 37 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 575 | 25 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 485 | 20 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | New | 464 | 19 | 0.0% | — | 153 | +464 | New | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 457 | 19 | 0.0% | — | 154 | +457 | New | Q4 2025 | Mar 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 433 | 18 | 0.0% | — | 155 | +433 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 415 | 17 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | New | 387 | 16 | 0.0% | — | 157 | +387 | New | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 312 | 13 | 0.0% | 0.0% | 158 | +147 | 89.09% | Q4 2025 | Feb 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 230 | 9 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 209 | 8 | 0.0% | 0.0% | 160 | -8 | -3.69% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | No change | 189 | 8 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 115 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DecisionPoint Financial, LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 68 | 2 | 0.0% | — | 165 | +68 | New | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | New | 67 | 2 | 0.0% | — | 167 | +67 | New | Q4 2025 | Jan 20, 2026 |
| Roble, Belko & Company, Inc | History | No change | 50 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 35 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,345 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Broadway Wealth Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -5,344 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,290 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,130 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,091 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -933 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -409 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q3 2025 | Nov 14, 2025 |