J.P. Morgan Exchange-Traded Fund Trust - BBJP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 137,080,238 | 9,034,958 | 0.57% | 0.54% | 1 | +661,704 | 0.49% | Q4 2025 | Feb 11, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 2,218,289 | 146,270 | 7.59% | 7.07% | 2 | +330,376 | 17.5% | Q4 2025 | Feb 06, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 1,693,882 | 111,643 | 7.61% | 3.57% | 3 | +980,237 | 137.36% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,365,237 | 89,982 | 0.01% | 0.01% | 4 | +44,126 | 3.34% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 1,183,979 | 78,036 | 2.56% | — | 5 | +1,183,979 | New | Q4 2025 | Feb 13, 2026 |
| Korea Investment CORP | History | No change | 814,200 | 53,663 | 0.11% | 0.11% | 6 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 811,017 | 53,454 | 0.02% | 0.0% | 7 | +735,222 | 970.01% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 778,232 | 51,293 | 0.06% | 0.06% | 8 | +10,483 | 1.37% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 643,589 | 42,418 | 0.12% | 0.14% | 9 | -10,241 | -1.57% | Q4 2025 | Jan 26, 2026 |
| Quadrature Capital Ltd | History | Added to | 536,708 | 35,374 | 0.36% | 0.04% | 10 | +487,329 | 986.92% | Q4 2025 | Feb 17, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 384,185 | 25,268 | 2.61% | 3.03% | 11 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 300,800 | 19,826 | 1.95% | 2.03% | 12 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Karpus Management, Inc. | History | Reduced | 226,543 | 14,931 | 0.46% | 0.48% | 13 | -3,138 | -1.37% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 213,421 | 14,066 | 0.51% | 0.51% | 14 | +7,779 | 3.78% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 198,580 | 13,088 | 0.03% | 0.03% | 15 | +32,255 | 19.39% | Q4 2025 | Feb 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 196,471 | 12,949 | 0.75% | 0.74% | 16 | +12,639 | 6.88% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 190,658 | 12,566 | 0.0% | 0.0% | 17 | -229,898 | -54.67% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 182,565 | 12,032 | 0.0% | 0.0% | 18 | +30,540 | 20.09% | Q4 2025 | Jan 29, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 177,475 | 11,697 | 0.2% | 0.18% | 19 | -17,777 | -9.1% | Q4 2025 | Feb 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 177,006 | 11,666 | 2.57% | 2.63% | 20 | +2,586 | 1.48% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 154,100 | 10,156 | 0.0% | 0.0% | 21 | +14,125 | 10.09% | Q4 2025 | Feb 11, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 149,681 | 9,865 | 0.41% | 0.41% | 22 | +4,510 | 3.11% | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 133,715 | 8,813 | 0.0% | — | 23 | +133,715 | New | Q4 2025 | Mar 25, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 133,588 | 8,804 | 0.13% | 0.13% | 24 | +4,886 | 3.8% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 132,276 | 8,718 | 0.02% | 0.0% | 25 | +111,154 | 526.25% | Q4 2025 | Mar 16, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 122,763 | 8,091 | 3.84% | 3.75% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 116,657 | 7,689 | 0.01% | 0.01% | 27 | +109 | 0.09% | Q4 2025 | Feb 05, 2026 |
| Keel Point, LLC | History | No change | 113,270 | 7,465 | 0.45% | 0.46% | 28 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | Added to | 107,023 | 7,053 | 0.24% | 0.24% | 29 | +13,178 | 14.04% | Q4 2025 | Feb 13, 2026 |
| BigSur Wealth Management LLC | History | Added to | 103,955 | 6,851 | 1.66% | 1.63% | 30 | +3,865 | 3.86% | Q4 2025 | Jan 27, 2026 |
| CVA Family Office, LLC | History | Added to | 101,073 | 6,661 | 0.77% | 0.85% | 31 | +1,827 | 1.84% | Q4 2025 | Jan 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 94,932 | 6,256 | 0.0% | 0.0% | 32 | -158,293 | -62.51% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 81,807 | 5,391 | 0.01% | 0.01% | 33 | +1,981 | 2.48% | Q4 2025 | Feb 11, 2026 |
| LM Advisors LLC | History | Reduced | 346 | 5,244 | 0.09% | 0.05% | 34 | -4,898 | -93.4% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 78,519 | 5,176 | 0.0% | — | 35 | +78,519 | New | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 78,530 | 5,175 | 1.12% | 1.35% | 36 | -8,269 | -9.53% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 76,947 | 5,071 | 0.0% | 0.0% | 37 | -1,021 | -1.31% | Q4 2025 | Feb 10, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 73,940 | 4,873 | 0.33% | 0.33% | 38 | +2,685 | 3.77% | Q4 2025 | Feb 10, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 71,700 | 4,725 | 0.01% | 0.02% | 39 | -123,000 | -63.17% | Q4 2025 | Feb 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 71,271 | 4,697 | 0.63% | 0.48% | 40 | +19,010 | 36.38% | Q4 2025 | Jan 21, 2026 |
| Focus Financial Network, Inc. | History | Added to | 64,904 | 4,277 | 0.15% | 0.14% | 41 | +4,732 | 7.86% | Q4 2025 | Jan 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 61,514 | 4,054 | 0.01% | 0.01% | 42 | +2,287 | 3.86% | Q4 2025 | Feb 13, 2026 |
| Mount Lucas Management LP | History | Added to | 58,734 | 3,871 | 1.55% | 1.55% | 43 | +1,860 | 3.27% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 57,164 | 3,767 | 0.01% | 0.01% | 44 | +4,351 | 8.24% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 57,103 | 3,764 | 0.01% | 0.01% | 45 | -122 | -0.21% | Q4 2025 | Jan 26, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 56,354 | 3,714 | 2.51% | 2.09% | 46 | +9,000 | 19.01% | Q4 2025 | Feb 04, 2026 |
| Birnam Oak Advisors, LP | History | No change | 55,000 | 3,625 | 0.81% | 0.84% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 53,451 | 3,522 | 0.01% | 0.01% | 48 | +20,194 | 60.72% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 53,144 | 3,502 | 0.11% | 0.11% | 49 | +2,751 | 5.46% | Q4 2025 | Jan 30, 2026 |
| CHOREO, LLC | History | Added to | 52,472 | 3,468 | 0.04% | 0.04% | 50 | +1,227 | 2.39% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 52,384 | 3,452 | 0.0% | 0.0% | 51 | +26,464 | 102.1% | Q4 2025 | Feb 18, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 51,968 | 3,425 | 0.06% | 0.06% | 52 | -137 | -0.26% | Q4 2025 | Jan 28, 2026 |
| Evansbrook LLC | History | New | 46,042 | 3,034 | 2.03% | — | 53 | +46,042 | New | Q4 2025 | Feb 19, 2026 |
| Focus Partners Wealth | History | Added to | 45,656 | 3,009 | 0.0% | 0.0% | 54 | +7,941 | 21.06% | Q4 2025 | Feb 13, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 45,003 | 2,966 | 0.92% | 1.13% | 55 | -9,329 | -17.17% | Q4 2025 | Jan 15, 2026 |
| Avestar Capital, LLC | History | No change | 43,533 | 2,869 | 0.19% | 0.19% | 56 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 41,469 | 2,733 | 0.0% | 0.0% | 57 | +1,200 | 2.98% | Q4 2025 | Mar 09, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 39,108 | 2,578 | 0.16% | 0.14% | 58 | +5,244 | 15.49% | Q4 2025 | Feb 13, 2026 |
| Nolet Wealth Management, LLC | History | New | 35,244 | 2,322 | 1.29% | — | 59 | +35,244 | New | Q4 2025 | Feb 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 34,470 | 2,271 | 0.0% | — | 60 | +34,470 | New | Q4 2025 | Feb 13, 2026 |
| SYON CAPITAL LLC | History | Added to | 33,711 | 2,221 | 0.11% | 0.12% | 61 | +974 | 2.98% | Q4 2025 | Feb 11, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 33,469 | 2,205 | 0.41% | 0.44% | 62 | -370 | -1.09% | Q4 2025 | Jan 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 32,934 | 2,170 | 0.0% | 0.0% | 63 | +29,557 | 875.24% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 31,713 | 2,090 | 0.01% | 0.01% | 64 | -3,040 | -8.75% | Q4 2025 | Jan 29, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 26,116 | 1,721 | 0.03% | 0.04% | 65 | -613 | -2.29% | Q4 2025 | Jan 16, 2026 |
| Wallace Advisory Group, LLC | History | Added to | 24,595 | 1,621 | 1.7% | 0.38% | 66 | +16,925 | 220.66% | Q4 2025 | Jan 23, 2026 |
| Caprock Group, LLC | History | Reduced | 24,066 | 1,586 | 0.03% | 0.04% | 67 | -211 | -0.87% | Q4 2025 | Jan 28, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 22,110 | 1,457 | 0.0% | 0.0% | 68 | +17,575 | 387.54% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 21,244 | 1,400 | 0.0% | 0.0% | 69 | +4,271 | 25.16% | Q4 2025 | Jan 30, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 20,750 | 1,368 | 0.0% | 0.0% | 70 | +4,440 | 27.22% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 20,723 | 1,365 | 0.0% | — | 71 | +20,723 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 20,112 | 1,325 | 0.0% | 0.0% | 72 | +2,557 | 14.57% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 19,806 | 1,305 | 0.0% | 0.0% | 73 | +2,755 | 16.16% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 19,467 | 1,283 | 0.03% | 0.04% | 74 | +1,948 | 11.12% | Q4 2025 | Feb 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 19,175 | 1,263 | 0.03% | 0.03% | 75 | +144 | 0.76% | Q4 2025 | Jan 29, 2026 |
| Avos Capital Management, LLC | History | Added to | 18,908 | 1,246 | 0.54% | 0.2% | 76 | +12,294 | 185.88% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,583 | 1,191 | 0.0% | 0.0% | 77 | +2,223 | 14.47% | Q4 2025 | Jan 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 18,043 | 1,189 | 0.0% | 0.0% | 78 | +6,583 | 57.44% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 17,201 | 1,133 | 0.01% | 0.01% | 79 | -4,804 | -21.83% | Q4 2025 | Feb 12, 2026 |
| AIA Group Ltd | History | Reduced | 16,745 | 1,103 | 0.02% | 0.98% | 80 | -818,900 | -98.0% | Q4 2025 | Feb 09, 2026 |
| Ballentine Partners, LLC | History | Added to | 16,555 | 1,091 | 0.02% | 0.01% | 81 | +1,595 | 10.66% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Added to | 16,300 | 1,074 | 0.0% | 0.0% | 82 | +588 | 3.74% | Q4 2025 | Jan 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 15,503 | 1,021 | 0.03% | 0.03% | 83 | -517 | -3.23% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 14,974 | 986 | 0.05% | 0.06% | 84 | -1,034 | -6.46% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,374 | 947 | 0.0% | 0.0% | 85 | -59 | -0.41% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 14,199 | 935 | 0.0% | 0.02% | 86 | -98,808 | -87.44% | Q4 2025 | Jan 23, 2026 |
| NORDEN GROUP LLC | History | Added to | 14,140 | 931 | 0.09% | 0.08% | 87 | +1,647 | 13.18% | Q4 2025 | Jan 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 14,110 | 929 | 0.0% | 0.0% | 88 | -109 | -0.77% | Q4 2025 | Feb 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 14,034 | 924 | 0.04% | 0.05% | 89 | +173 | 1.25% | Q4 2025 | Feb 17, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 13,945 | 919 | 0.55% | 0.31% | 90 | +7,055 | 102.39% | Q4 2025 | Feb 17, 2026 |
| Cloud Capital Management, LLC | History | No change | 13,723 | 904 | 0.43% | 0.48% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,111 | 864 | 0.0% | 0.0% | 92 | +498 | 3.95% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 12,255 | 807 | 0.0% | — | 93 | +12,255 | New | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 11,937 | 786 | 0.0% | 0.0% | 94 | +8,903 | 293.44% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Added to | 11,691 | 770 | 0.03% | 0.03% | 95 | +185 | 1.61% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,445 | 754 | 0.02% | 0.02% | 96 | -295 | -2.51% | Q4 2025 | Feb 09, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 11,396 | 751 | 0.05% | 0.05% | 97 | +16 | 0.14% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 11,391 | 750 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 11,137 | 734 | 0.76% | 0.62% | 99 | +2,615 | 30.69% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,757 | 708 | 0.0% | 0.0% | 100 | +811 | 8.15% | Q4 2025 | Feb 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 10,386 | 684 | 0.0% | 0.0% | 101 | -30,210 | -74.42% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,194 | 672 | 0.0% | 0.0% | 102 | -19,099 | -65.2% | Q4 2025 | Feb 17, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 10,153 | 669 | 0.13% | — | 103 | +10,153 | New | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,879 | 651 | 0.0% | 0.0% | 104 | +2,246 | 29.42% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 9,779 | 644 | 0.0% | 0.0% | 105 | +1,827 | 22.98% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,126 | 601 | 0.01% | 0.01% | 106 | +366 | 4.18% | Q4 2025 | Jan 28, 2026 |
| AlphaCentric Advisors LLC | History | New | 9,030 | 595 | 0.59% | — | 107 | +9,030 | New | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 8,052 | 561 | 0.02% | 0.02% | 108 | +1,137 | 16.44% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,434 | 555 | 0.0% | 0.0% | 109 | +4,309 | 104.46% | Q4 2025 | Feb 13, 2026 |
| Madison Asset Management, LLC | History | Reduced | 8,411 | 554 | 0.01% | 0.01% | 110 | -3,204 | -27.59% | Q4 2025 | Feb 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,972 | 525 | 0.0% | 0.0% | 111 | +249 | 3.22% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,936 | 523 | 0.0% | 0.0% | 112 | +64 | 0.81% | Q4 2025 | Feb 13, 2026 |
| Patten Group, Inc. | History | New | 7,880 | 519 | 0.1% | — | 114 | +7,880 | New | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,889 | 519 | 0.0% | 0.0% | 113 | +129 | 1.66% | Q4 2025 | Feb 17, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 7,672 | 505 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Morton Capital Management LLC/CA | History | No change | 7,676 | 505 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,655 | 504 | 0.0% | 0.0% | 117 | +1,668 | 27.86% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,422 | 489 | 0.01% | 0.01% | 118 | +349 | 4.93% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,398 | 487 | 0.04% | 0.04% | 119 | +1,389 | 23.12% | Q4 2025 | Jan 26, 2026 |
| Inscription Capital, LLC | History | No change | 7,340 | 483 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,262 | 478 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gibbs Wealth Management | History | Added to | 6,825 | 470 | 0.11% | 0.09% | 122 | +1,062 | 18.43% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,114 | 468 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | New | 6,888 | 453 | 0.01% | — | 125 | +6,888 | New | Q4 2025 | Feb 03, 2026 |
| waypoint wealth counsel | History | Reduced | 6,881 | 453 | 0.17% | 0.18% | 124 | -40 | -0.58% | Q4 2025 | Jan 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,734 | 443 | 0.02% | 0.02% | 126 | +752 | 12.57% | Q4 2025 | Jan 21, 2026 |
| Argent Trust Co | History | No change | 6,716 | 442 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 6,683 | 441 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,583 | 433 | 0.0% | 0.01% | 130 | +323 | 5.16% | Q4 2025 | Jan 23, 2026 |
| Dakota Wealth Management | History | Added to | 6,570 | 433 | 0.01% | 0.01% | 129 | +155 | 2.42% | Q4 2025 | Jan 13, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 6,522 | 429 | 0.47% | 0.5% | 131 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 6,303 | 415 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,260 | 412 | 0.0% | 0.0% | 133 | -1,557 | -19.92% | Q4 2025 | Feb 12, 2026 |
| Dauntless Investment Group, LLC | History | Added to | 6,162 | 406 | 0.32% | 0.07% | 134 | +4,512 | 273.45% | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | Added to | 6,111 | 402 | 0.03% | 0.04% | 136 | +1,989 | 48.25% | Q4 2025 | Jan 21, 2026 |
| BROWN ADVISORY INC | History | Added to | 6,111 | 402 | 0.0% | 0.0% | 135 | +28 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 6,042 | 398 | 0.03% | 0.03% | 137 | -72 | -1.18% | Q4 2025 | Feb 10, 2026 |
| Krilogy Financial LLC | History | New | 5,759 | 397 | 0.01% | — | 138 | +5,759 | New | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,983 | 394 | 0.0% | 0.0% | 139 | -6,294 | -51.27% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | New | 5,971 | 393 | 0.0% | — | 140 | +5,971 | New | Q4 2025 | Jan 28, 2026 |
| Blue Edge Capital, LLC | History | No change | 5,854 | 385 | 0.05% | 0.06% | 141 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 5,799 | 382 | 0.25% | — | 142 | +5,799 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,610 | 369 | 0.0% | 0.01% | 143 | -1,025,647 | -99.46% | Q4 2025 | Feb 17, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 5,480 | 361 | 0.11% | 0.09% | 144 | +646 | 13.36% | Q4 2025 | Feb 09, 2026 |
| Yoffe Investment Management, LLC | History | No change | 5,423 | 357 | 0.46% | 0.47% | 145 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 5,386 | 354 | 0.01% | — | 146 | +5,386 | New | Q4 2025 | Feb 09, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 5,306 | 349 | 0.18% | — | 147 | +5,306 | New | Q4 2025 | Feb 27, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 5,089 | 335 | 0.01% | 0.01% | 148 | +662 | 14.95% | Q4 2025 | Jan 29, 2026 |
| Cordoba Advisory Partners LLC | History | New | 5,052 | 332 | 0.08% | — | 149 | +5,052 | New | Q4 2025 | Feb 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 5,012 | 330 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 4,929 | 324 | 0.0% | 0.01% | 151 | -357 | -6.75% | Q4 2025 | Feb 12, 2026 |
| Miller Global Investments, LLC | History | New | 4,743 | 312 | 0.28% | — | 152 | +4,743 | New | Q4 2025 | Jan 05, 2026 |
| STEPHENS INC /AR/ | History | New | 4,574 | 301 | 0.0% | — | 153 | +4,574 | New | Q4 2025 | Feb 05, 2026 |
| RFG HOLDINGS, INC. | History | No change | 4,505 | 296 | 0.07% | 0.08% | 154 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,303 | 283 | 0.0% | 0.0% | 155 | +864 | 25.12% | Q4 2025 | Feb 13, 2026 |
| Sierra Capital LLC | History | No change | 4,236 | 279 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Modern Wealth Management, LLC | History | Added to | 4,205 | 277 | 0.01% | 0.0% | 157 | +480 | 12.89% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,984 | 262 | 0.0% | 0.0% | 158 | +213 | 5.65% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 3,877 | 255 | 0.01% | — | 159 | +3,877 | New | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,807 | 250 | 0.0% | — | 160 | +3,807 | New | Q4 2025 | Feb 17, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 3,733 | 246 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 3,446 | 237 | 0.01% | — | 162 | +3,446 | New | Q4 2025 | Feb 03, 2026 |
| Cannell & Spears LLC | History | No change | 3,594 | 236 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 3,402 | 232 | 0.05% | 0.06% | 164 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 3,481 | 229 | 0.0% | — | 165 | +3,481 | New | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,476 | 229 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | New | 3,406 | 224 | 0.03% | — | 167 | +3,406 | New | Q4 2025 | Feb 17, 2026 |
| Evernest Financial Advisors, LLC | History | New | 3,001 | 223 | 0.05% | — | 168 | +3,001 | New | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,339 | 220 | 0.0% | 0.0% | 169 | +267 | 8.69% | Q4 2025 | Jan 29, 2026 |
| CERTUITY, LLC | History | New | 3,324 | 219 | 0.01% | — | 171 | +3,324 | New | Q4 2025 | Jan 30, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 3,332 | 219 | 0.01% | 0.01% | 170 | +64 | 1.96% | Q4 2025 | Jan 30, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 3,314 | 218 | 0.0% | 0.0% | 172 | -88 | -2.59% | Q4 2025 | Feb 17, 2026 |
| TFB Advisors LLC | History | Reduced | 3,166 | 208 | 0.06% | 0.08% | 173 | -1,035 | -24.64% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 3,150 | 207 | 0.0% | — | 174 | +3,150 | New | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 3,077 | 202 | 0.0% | — | 176 | +3,077 | New | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | New | 3,075 | 202 | 0.0% | — | 175 | +3,075 | New | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | No change | 3,075 | 202 | 0.05% | 0.08% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rinkey Investments | History | Reduced | 3,055 | 201 | 0.05% | 0.05% | 178 | -25 | -0.81% | Q4 2025 | Feb 04, 2026 |
| BlackRock, Inc. | History | Added to | 2,601 | 171 | 0.0% | 0.0% | 179 | +2,236 | 612.6% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,580 | 170 | 0.0% | 0.0% | 180 | +1,147 | 80.04% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,873 | 123 | 0.0% | 0.0% | 181 | -11 | -0.58% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,786 | 117 | 0.01% | — | 182 | +1,786 | New | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,748 | 115 | 0.0% | 0.0% | 183 | +32 | 1.86% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,722 | 113 | 0.0% | 0.0% | 184 | +268 | 18.43% | Q4 2025 | Jan 26, 2026 |
| Rice Partnership, LLC | History | Added to | 1,278 | 84 | 0.01% | 0.0% | 185 | +1,128 | 752.0% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,236 | 81 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BOKF, NA | History | New | 1,219 | 80 | 0.0% | — | 187 | +1,219 | New | Q4 2025 | Feb 03, 2026 |
| Lavaca Capital LLC | History | Reduced | 1,136 | 74 | 0.01% | 0.01% | 188 | -63 | -5.25% | Q4 2025 | Feb 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 1,104 | 72 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | Added to | 1,061 | 69 | 0.0% | 0.0% | 190 | +136 | 14.7% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Added to | 1,034 | 68 | 0.0% | 0.0% | 191 | +18 | 1.77% | Q4 2025 | Jan 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 923 | 60 | 0.0% | 0.0% | 192 | -550 | -37.34% | Q4 2025 | Feb 12, 2026 |
| TCTC Holdings, LLC | History | No change | 805 | 53 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 774 | 51 | 0.0% | — | 194 | +774 | New | Q4 2025 | Feb 17, 2026 |
| Orion Capital Management LLC | History | No change | 771 | 50 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | New | 643 | 42 | 0.0% | — | 196 | +643 | New | Q4 2025 | Jan 20, 2026 |
| EASTERN BANK | History | New | 635 | 41 | 0.0% | — | 197 | +635 | New | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 610 | 40 | 0.0% | 0.0% | 198 | -73 | -10.69% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 582 | 38 | 0.0% | — | 199 | +582 | New | Q4 2025 | Feb 05, 2026 |
| Avalon Trust Co | History | Reduced | 577 | 38 | 0.0% | 0.0% | 200 | -577 | -50.0% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | No change | 528 | 34 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Atlantic Union Bankshares Corp | History | New | 423 | 27 | 0.0% | — | 202 | +423 | New | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 392 | 25 | 0.0% | 0.0% | 203 | -23 | -5.54% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Added to | 339 | 22 | 0.0% | 0.0% | 204 | +128 | 60.66% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 305 | 20 | 0.0% | 0.0% | 205 | -149 | -32.82% | Q4 2025 | Feb 09, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 278 | 18 | 0.01% | 0.01% | 206 | -88 | -24.04% | Q4 2025 | Jan 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 260 | 17 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 257 | 16 | 0.0% | — | 211 | +257 | New | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | New | 248 | 16 | 0.0% | — | 209 | +248 | New | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 253 | 16 | 0.0% | 0.0% | 212 | +163 | 181.11% | Q4 2025 | Feb 13, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 255 | 16 | 0.0% | 0.0% | 210 | -1 | -0.39% | Q4 2025 | Feb 03, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 248 | 16 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | Reduced | 231 | 15 | 0.0% | 0.0% | 213 | -2,055 | -89.9% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 236 | 15 | 0.0% | 0.01% | 214 | -806 | -77.35% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 232 | 15 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 225 | 14 | 0.0% | — | 216 | +225 | New | Q4 2025 | Feb 04, 2026 |
| Laurel Wealth Advisors LLC | History | New | 218 | 14 | 0.0% | — | 217 | +218 | New | Q4 2025 | Jan 30, 2026 |
| Archer Investment Corp | History | No change | 217 | 14 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | No change | 219 | 14 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SageView Advisory Group, LLC | History | New | 210 | 13 | 0.0% | — | 225 | +210 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 207 | 13 | 0.0% | — | 220 | +207 | New | Q4 2025 | Feb 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 198 | 13 | 0.0% | — | 222 | +198 | New | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 200 | 13 | 0.0% | 0.0% | 223 | +15 | 8.11% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO | History | No change | 205 | 13 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 206 | 13 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 200 | 13 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Asset Dedication, LLC | History | Reduced | 190 | 12 | 0.0% | 0.0% | 227 | -9 | -4.52% | Q4 2025 | Jan 26, 2026 |
| Breakwater Investment Management | History | No change | 183 | 12 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 168 | 11 | 0.0% | 0.0% | 229 | +42 | 33.33% | Q4 2025 | Jan 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 153 | 10 | 0.0% | 0.0% | 230 | +127 | 488.46% | Q4 2025 | Jan 21, 2026 |
| Kingdom Financial Group LLC. | History | New | 147 | 9 | 0.0% | — | 232 | +147 | New | Q4 2025 | Feb 06, 2026 |
| Hamrick Investment Counsel, llc | History | New | 137 | 9 | 0.01% | — | 234 | +137 | New | Q4 2025 | Mar 31, 2026 |
| Center for Financial Planning, Inc. | History | No change | 147 | 9 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | No change | 140 | 9 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 131 | 8 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 135 | 8 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 108 | 7 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pacifica Partners Inc. | History | No change | 110 | 7 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Inspire Investing, LLC | History | New | 96 | 6 | 0.0% | — | 240 | +96 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 104 | 6 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | No change | 77 | 5 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 61 | 4 | 0.0% | 0.05% | 245 | -1,263 | -95.39% | Q4 2025 | Jan 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 63 | 4 | 0.0% | 0.0% | 242 | +3 | 5.0% | Q4 2025 | Feb 06, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 65 | 4 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 71 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Activest Wealth Management | History | Reduced | 48 | 3 | 0.0% | 0.01% | 247 | -932 | -95.1% | Q4 2025 | Jan 30, 2026 |
| Rossby Financial, LCC | History | Reduced | 52 | 3 | 0.0% | 0.0% | 248 | -42 | -44.68% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 55 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 32 | 2 | 0.0% | 0.0% | 250 | -420 | -92.92% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 42 | 2 | 0.0% | — | 254 | +42 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 35 | 2 | 0.0% | — | 252 | +35 | New | Q4 2025 | Feb 12, 2026 |
| Strive Financial Group ,LLC | History | New | 35 | 2 | 0.0% | — | 257 | +35 | New | Q4 2025 | Feb 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 33 | 2 | 0.0% | — | 249 | +33 | New | Q4 2025 | Feb 09, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 35 | 2 | 0.0% | 0.0% | 253 | +15 | 75.0% | Q4 2025 | Jan 02, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 40 | 2 | 0.0% | 0.0% | 256 | +2 | 5.26% | Q4 2025 | Feb 10, 2026 |
| McIlrath & Eck, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 30 | 1 | 0.0% | — | 263 | +30 | New | Q4 2025 | Feb 19, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 29 | 1 | 0.0% | — | 259 | +29 | New | Q4 2025 | Jan 21, 2026 |
| Eukles Asset Management | History | No change | 28 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fortis Group Advisors, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Granite FO LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -76,543 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -56,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -11,934 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,113 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,723 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,201 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Evercore Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,403 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,376 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WESTBOURNE INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,939 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,062 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -753 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -726 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -616 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Caldwell Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -434 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -278 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ares Financial Consulting, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CENTRAL TRUST Co | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |