BANCO BILBAO VIZCAYA ARGENTARIA, S.A. - BBVA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Reduced | 33,954,738 | 791,484 | 0.27% | 0.27% | 1 | -4,355,477 | -11.37% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 11,981,661 | 279,292 | 0.02% | 0.01% | 2 | -281,743 | -2.3% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 10,335,937 | 240,931 | 0.05% | 0.04% | 3 | -336,066 | -3.15% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 10,084,188 | 235,062 | 0.03% | 0.03% | 4 | -614,626 | -5.74% | Q4 2025 | Mar 25, 2026 |
| FMR LLC | History | Added to | 8,578,717 | 199,969 | 0.01% | 0.01% | 5 | +474,319 | 5.85% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 7,991,480 | 186,281 | 0.0% | 0.0% | 6 | -354,905 | -4.25% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,136,800 | 166,358 | 0.01% | 0.01% | 7 | -1,512,793 | -17.49% | Q4 2025 | Feb 17, 2026 |
| HARDING LOEVNER LP | History | Reduced | 6,962,519 | 162,324 | 1.43% | 1.24% | 8 | -1,796,154 | -20.51% | Q4 2025 | Feb 17, 2026 |
| Capital International Investors | History | Reduced | 6,541,165 | 153,390 | 0.02% | 0.02% | 9 | -75,454 | -1.14% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 6,453,630 | 150,434 | 0.02% | 0.02% | 10 | -228,621 | -3.42% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 5,764,311 | 134,366 | 0.83% | 0.69% | 11 | +9,065 | 0.16% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 5,172,684 | 120,575 | 0.07% | 0.09% | 12 | -2,173,153 | -29.58% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,451,901 | 103,773 | 0.01% | 0.01% | 13 | -394,249 | -8.14% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,686,269 | 85,926 | 0.04% | 0.03% | 14 | +438,093 | 13.49% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 3,616,734 | 84,306 | 0.02% | 0.0% | 15 | +3,428,336 | 1819.73% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,184,755 | 74,236 | 0.02% | 0.02% | 16 | -476,102 | -13.01% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,481,671 | 34,539 | 0.01% | — | 17 | +1,481,671 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,340,369 | 31,244 | 0.17% | 0.16% | 18 | -69,137 | -4.91% | Q4 2025 | Feb 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 1,312,603 | 30,596 | 0.44% | 0.4% | 19 | -61,980 | -4.51% | Q4 2025 | Feb 03, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,105,203 | 25,762 | 0.09% | 0.08% | 20 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,104,834 | 25,753 | 0.0% | 0.0% | 21 | -82,948 | -6.98% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 991,741 | 23,117 | 0.05% | 0.04% | 22 | +165,331 | 20.01% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 866,311 | 20,193 | 0.0% | 0.0% | 23 | +111,582 | 14.78% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 842,482 | 19,638 | 0.0% | 0.0% | 24 | +59,381 | 7.58% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 793,340 | 18,492 | 0.01% | 0.01% | 25 | +128,138 | 19.26% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 773,812 | 18,037 | 0.02% | 0.02% | 26 | +31,152 | 4.19% | Q4 2025 | Jan 30, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 741,337 | 17,784 | 0.12% | 0.07% | 27 | +262,248 | 54.74% | Q4 2025 | Feb 11, 2026 |
| Optiver Holding B.V. | History | Added to | 725,910 | 16,920 | 0.01% | 0.0% | 28 | +154,825 | 27.11% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 721,341 | 16,814 | 0.02% | 0.03% | 29 | -354,339 | -32.94% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 713,872 | 16,640 | 0.0% | 0.0% | 30 | +62,046 | 9.52% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 693,413 | 16,163 | 0.0% | 0.0% | 31 | -63,831 | -8.43% | Q4 2025 | Jan 29, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 69,412 | 16,127 | 3.88% | 0.28% | 32 | +5,649 | 8.86% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 641,305 | 14,948 | 0.04% | 0.01% | 33 | +552,585 | 622.84% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 624,223 | 14,550 | 0.16% | 0.17% | 34 | +38,301 | 6.54% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 616,491 | 14,374 | 0.02% | 0.01% | 35 | +21,080 | 3.54% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 579,952 | 13,518 | 0.02% | 0.02% | 36 | +4,809 | 0.84% | Q4 2025 | Feb 18, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 571,804 | 13,328 | 0.15% | 0.13% | 37 | +35,339 | 6.59% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 567,442 | 13,227 | 0.01% | 0.01% | 38 | -522,130 | -47.92% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 536,417 | 12,503 | 0.02% | 7.57% | 39 | +451,650 | 532.81% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 529,332 | 12,338 | 0.19% | 0.17% | 40 | -1,696 | -0.32% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Added to | 519,456 | 12,108 | 0.02% | 0.02% | 41 | +839 | 0.16% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 508,042 | 11,849 | 0.0% | 0.0% | 42 | +5,481 | 1.09% | Q4 2025 | Feb 18, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 501,337 | 11,686 | 0.21% | 0.19% | 43 | -2,100 | -0.42% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 500,873 | 11,675 | 0.01% | 0.01% | 44 | +28,735 | 6.09% | Q4 2025 | Feb 13, 2026 |
| Altrius Capital Management Inc | History | Reduced | 454,560 | 10,595 | 2.25% | 2.29% | 45 | -66,660 | -12.79% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 424,810 | 9,902 | 0.01% | 0.01% | 46 | +78,430 | 22.64% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 418,807 | 9,762 | 0.01% | 0.0% | 47 | +106,011 | 33.89% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 394,390 | 9,193 | 0.01% | 0.01% | 48 | +5,043 | 1.3% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 385,897 | 8,995 | 0.21% | 0.1% | 49 | +136,532 | 54.75% | Q4 2025 | Feb 17, 2026 |
| Symmetry Investments LP | History | Reduced | 371,623 | 8,662 | 0.75% | 0.97% | 50 | -677,666 | -64.58% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 356,528 | 8,310 | 0.03% | — | 51 | +356,528 | New | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 353,534 | 8,240 | 0.11% | 0.02% | 52 | +297,711 | 533.31% | Q4 2025 | Feb 06, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 347,125 | 8,091 | 0.02% | 0.02% | 53 | +47,906 | 16.01% | Q4 2025 | Feb 17, 2026 |
| Capital World Investors | History | Reduced | 343,673 | 8,059 | 0.0% | 0.0% | 54 | -28,476 | -7.65% | Q4 2025 | Feb 11, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 344,443 | 8,028 | 0.01% | 0.0% | 55 | -236 | -0.07% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 343,887 | 8,015 | 0.01% | 0.01% | 56 | +23,834 | 7.45% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 342,833 | 7,991 | 0.01% | 0.0% | 57 | +155,570 | 83.08% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 331,033 | 7,716 | 0.08% | 0.07% | 58 | -3,896 | -1.16% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 330,268 | 7,698 | 0.05% | 0.05% | 59 | -15,604 | -4.51% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 330,000 | 7,692 | 0.0% | — | 60 | +330,000 | New | Q4 2025 | Feb 10, 2026 |
| Callan Family Office, LLC | History | Added to | 322,388 | 7,514 | 0.16% | 0.15% | 61 | +80,201 | 33.12% | Q4 2025 | Feb 12, 2026 |
| GFS Advisors, LLC | History | No change | 317,500 | 7,400 | 0.88% | 0.78% | 62 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 294,253 | 6,859 | 0.01% | 0.01% | 63 | -4,990 | -1.67% | Q4 2025 | Feb 06, 2026 |
| SG Americas Securities, LLC | History | Added to | 290,064 | 6,761 | 0.01% | 0.0% | 64 | +220,892 | 319.34% | Q4 2025 | Jan 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 271,976 | 6,339 | 0.19% | 0.17% | 65 | +1,154 | 0.43% | Q4 2025 | Feb 13, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | New | 266,816 | 6,219 | 0.03% | — | 66 | +266,816 | New | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 259,479 | 6,048 | 0.01% | 0.01% | 67 | +35,489 | 15.84% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 257,023 | 5,991 | 0.0% | 0.0% | 68 | -143,238 | -35.79% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 244,885 | 5,708 | 0.2% | 0.14% | 69 | +46,812 | 23.63% | Q4 2025 | Jan 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 244,557 | 5,701 | 0.0% | — | 70 | +244,557 | New | Q4 2025 | Feb 17, 2026 |
| Rathbones Group PLC | History | Reduced | 241,207 | 5,622 | 0.02% | 0.02% | 71 | -4,944 | -2.01% | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 227,740 | 5,308 | 0.0% | 0.0% | 72 | +22,309 | 10.86% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 226,903 | 5,289 | 0.0% | 0.0% | 73 | +1,985 | 0.88% | Q4 2025 | Feb 06, 2026 |
| Capital Research Global Investors | History | Reduced | 222,810 | 5,224 | 0.0% | 0.0% | 74 | -6,485 | -2.83% | Q4 2025 | Feb 11, 2026 |
| Boston Partners | History | Added to | 220,487 | 5,139 | 0.01% | 0.0% | 75 | +93,549 | 73.7% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 219,905 | 5,125 | 0.02% | 0.02% | 76 | +46,029 | 26.47% | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, LLC | History | Reduced | 217,926 | 5,079 | 0.05% | 0.04% | 77 | -21,316 | -8.91% | Q4 2025 | Feb 18, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 217,493 | 5,068 | 0.01% | 0.01% | 78 | -16,221 | -6.94% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 215,349 | 5,019 | 0.0% | 0.0% | 79 | -8,660 | -3.87% | Q4 2025 | Feb 12, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 214,049 | 4,989 | 1.23% | 1.1% | 80 | -15,767 | -6.86% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 202,170 | 4,712 | 0.0% | 0.0% | 81 | -7,328 | -3.5% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 182,314 | 4,249 | 0.01% | 0.01% | 82 | -43,934 | -19.42% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 178,073 | 4,150 | 0.05% | 0.04% | 83 | -12,797 | -6.7% | Q4 2025 | Feb 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 176,401 | 4,111 | 0.0% | — | 84 | +176,401 | New | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 176,347 | 4,110 | 0.07% | 0.03% | 85 | +90,514 | 105.45% | Q4 2025 | Feb 09, 2026 |
| DGS Capital Management, LLC | History | Reduced | 173,682 | 4,048 | 0.69% | 0.61% | 86 | -594 | -0.34% | Q4 2025 | Feb 24, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 170,534 | 3,975 | 0.85% | 1.11% | 88 | -32,996 | -16.21% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Reduced | 170,543 | 3,975 | 0.08% | 0.08% | 87 | -1,235 | -0.72% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 162,265 | 3,782 | 0.01% | 0.0% | 89 | +37,309 | 29.86% | Q4 2025 | Feb 17, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 161,776 | 3,770 | 2.32% | 2.01% | 90 | -1,733 | -1.06% | Q4 2025 | Jan 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 161,255 | 3,758 | 0.0% | 0.0% | 91 | -295 | -0.18% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 158,361 | 3,689 | 0.01% | 0.0% | 92 | +12,136 | 8.3% | Q4 2025 | Mar 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 147,990 | 3,449 | 0.0% | 0.0% | 93 | +5,785 | 4.07% | Q4 2025 | Feb 02, 2026 |
| DV EQUITIES, LLC | History | New | 147,093 | 3,428 | 0.61% | — | 94 | +147,093 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 144,080 | 3,358 | 0.03% | — | 95 | +144,080 | New | Q4 2025 | Feb 18, 2026 |
| Dorsey Wright & Associates | History | Added to | 143,046 | 3,334 | 0.72% | 0.6% | 96 | +3,382 | 2.42% | Q4 2025 | Feb 20, 2026 |
| Archford Capital Strategies, LLC | History | New | 140,991 | 3,286 | 0.38% | — | 97 | +140,991 | New | Q4 2025 | Jan 15, 2026 |
| Vise Technologies, Inc. | History | New | 140,432 | 3,273 | 0.06% | — | 98 | +140,432 | New | Q4 2025 | Feb 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 139,887 | 3,260 | 0.14% | 0.09% | 99 | +2,284 | 1.66% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 130,451 | 3,218 | 0.15% | 0.14% | 100 | +6,323 | 5.09% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 137,391 | 3,202 | 0.05% | 0.04% | 101 | +3,005 | 2.24% | Q4 2025 | Jan 20, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 136,520 | 3,182 | 0.07% | — | 102 | +136,520 | New | Q4 2025 | Feb 17, 2026 |
| JCIC Asset Management Inc. | History | New | 131,910 | 3,074 | 0.94% | — | 103 | +131,910 | New | Q4 2025 | Jan 22, 2026 |
| Naviter Wealth, LLC | History | Reduced | 127,708 | 2,976 | 0.39% | 0.32% | 104 | -15,956 | -11.11% | Q4 2025 | Jan 21, 2026 |
| CHOREO, LLC | History | Reduced | 126,728 | 2,971 | 0.04% | 0.03% | 105 | -6,454 | -4.85% | Q4 2025 | Jan 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 123,870 | 2,887 | 0.01% | 0.01% | 106 | +6,832 | 5.84% | Q4 2025 | Jan 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 120,508 | 2,809 | 0.04% | 0.03% | 107 | +14,628 | 13.82% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 119,626 | 2,788 | 0.02% | 0.01% | 108 | +14,058 | 13.32% | Q4 2025 | Feb 03, 2026 |
| Verition Fund Management LLC | History | Added to | 118,611 | 2,764 | 0.01% | 0.0% | 109 | +91,076 | 330.76% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 116,266 | 2,710 | 0.0% | 0.0% | 110 | +24,656 | 26.91% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 115,920 | 2,702 | 0.03% | 0.03% | 111 | -6,387 | -5.22% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 114,067 | 2,658 | 0.01% | 0.01% | 112 | -2,647 | -2.27% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 112,986 | 2,633 | 0.02% | 0.01% | 113 | +31,782 | 39.14% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 112,719 | 2,627 | 0.0% | 0.0% | 114 | +32,882 | 41.19% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 112,481 | 2,621 | 0.01% | 0.01% | 115 | -16,221 | -12.6% | Q4 2025 | Jan 26, 2026 |
| Compound Planning, Inc. | History | Added to | 110,507 | 2,575 | 0.08% | 0.06% | 116 | +13,714 | 14.17% | Q4 2025 | Feb 19, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 109,624 | 2,555 | 0.0% | 0.0% | 117 | -15,910 | -12.67% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 108,661 | 2,532 | 0.01% | 0.01% | 118 | +12,055 | 12.48% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 107,933 | 2,515 | 0.0% | 0.0% | 119 | +21,756 | 25.25% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 106,726 | 2,487 | 0.0% | 0.01% | 120 | -661,517 | -86.11% | Q4 2025 | Feb 17, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 102,860 | 2,397 | 0.48% | 0.41% | 121 | -7,657 | -6.93% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 100,298 | 2,337 | 0.01% | 0.01% | 122 | +27,803 | 38.35% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 96,066 | 2,314 | 0.03% | 0.02% | 123 | -925 | -0.95% | Q4 2025 | Jan 21, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 98,915 | 2,305 | 0.02% | 0.01% | 124 | -3,896 | -3.79% | Q4 2025 | Feb 17, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 95,322 | 2,221 | 0.01% | 0.01% | 125 | -76,502 | -44.52% | Q4 2025 | Feb 09, 2026 |
| SYON CAPITAL LLC | History | Reduced | 94,924 | 2,212 | 0.11% | 0.1% | 126 | -92 | -0.1% | Q4 2025 | Feb 11, 2026 |
| AdvisorShares Investments LLC | History | Added to | 93,555 | 2,180 | 0.36% | 0.29% | 127 | +1,135 | 1.23% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 93,443 | 2,178 | 0.0% | 0.0% | 128 | +16,041 | 20.72% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 93,359 | 2,176 | 0.19% | — | 129 | +93,359 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Asset Management Inc | History | Added to | 92,801 | 2,141 | 0.01% | 0.01% | 130 | +1,283 | 1.4% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 88,868 | 2,071 | 0.01% | 0.01% | 131 | -16,519 | -15.67% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 87,417 | 2,037 | 0.01% | 0.01% | 132 | -809 | -0.92% | Q4 2025 | Feb 13, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 84,288 | 1,964 | 1.16% | 0.72% | 133 | +23,363 | 38.35% | Q4 2025 | Jan 14, 2026 |
| GREENLEAF TRUST | History | Added to | 82,888 | 1,932 | 0.02% | 0.01% | 134 | +810 | 0.99% | Q4 2025 | Jan 21, 2026 |
| Ellevest, Inc. | History | Reduced | 81,610 | 1,902 | 0.26% | 0.24% | 135 | -4,035 | -4.71% | Q4 2025 | Feb 10, 2026 |
| Summit Global Investments | History | Reduced | 80,988 | 1,888 | 0.11% | 0.16% | 136 | -64,929 | -44.5% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 80,902 | 1,885 | 0.02% | 0.02% | 137 | +8,656 | 11.98% | Q4 2025 | Jan 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 80,621 | 1,879 | 0.04% | 0.04% | 138 | +1,486 | 1.88% | Q4 2025 | Jan 27, 2026 |
| Ativo Capital Management LLC | History | Reduced | 79,951 | 1,863 | 1.63% | 1.65% | 139 | -21,310 | -21.04% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | New | 78,977 | 1,840 | 0.0% | — | 140 | +78,977 | New | Q4 2025 | Feb 17, 2026 |
| SG Trading Solutions, LLC | History | New | 77,726 | 1,812 | 0.42% | — | 141 | +77,726 | New | Q4 2025 | Feb 24, 2026 |
| Global Retirement Partners, LLC | History | Added to | 76,788 | 1,789 | 0.03% | 0.01% | 142 | +42,026 | 120.9% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Reduced | 76,421 | 1,781 | 0.0% | 0.0% | 143 | -5,785 | -7.04% | Q4 2025 | Feb 19, 2026 |
| Sterling Capital Management LLC | History | Added to | 74,906 | 1,746 | 0.03% | 0.02% | 144 | +10,136 | 15.65% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | No change | 70,543 | 1,644 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brooklyn Investment Group | History | Added to | 69,640 | 1,610 | 0.07% | 0.04% | 146 | +52,171 | 298.65% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 68,520 | 1,597 | 0.01% | 0.01% | 147 | -334 | -0.49% | Q4 2025 | Jan 27, 2026 |
| Welch Group, LLC | History | Reduced | 68,497 | 1,596 | 0.06% | 0.06% | 148 | -8,288 | -10.79% | Q4 2025 | Jan 26, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 68,159 | 1,588 | 0.02% | 0.02% | 149 | -11,609 | -14.55% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 66,530 | 1,560 | 0.06% | 0.07% | 150 | +8,404 | 14.46% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 66,325 | 1,546 | 0.01% | 0.01% | 151 | +4,746 | 7.71% | Q4 2025 | Feb 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 65,788 | 1,533 | 0.17% | 0.13% | 152 | +6,055 | 10.14% | Q4 2025 | Jan 14, 2026 |
| Beck Bode, LLC | History | Added to | 74,025 | 1,522 | 0.25% | 0.21% | 153 | +6,519 | 9.66% | Q4 2025 | Feb 09, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 64,350 | 1,499 | 0.1% | 0.08% | 154 | +5,186 | 8.77% | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 63,226 | 1,473 | 0.0% | 0.01% | 155 | -465,283 | -88.04% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 63,173 | 1,472 | 0.36% | 0.39% | 156 | -20,590 | -24.58% | Q4 2025 | Jan 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 61,282 | 1,428 | 0.08% | 0.06% | 157 | +9,381 | 18.07% | Q4 2025 | Jan 21, 2026 |
| Strategic Global Advisors, LLC | History | Reduced | 60,312 | 1,405 | 0.22% | 0.19% | 159 | -4,164 | -6.46% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 60,283 | 1,405 | 0.02% | 0.02% | 158 | +3,611 | 6.37% | Q4 2025 | Feb 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 58,978 | 1,374 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 57,289 | 1,335 | 0.01% | 0.01% | 161 | +2,691 | 4.93% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 57,005 | 1,328 | 0.06% | 0.05% | 162 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Haven Private, LLC | History | Added to | 56,487 | 1,316 | 0.58% | 0.46% | 163 | +1,790 | 3.27% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 56,291 | 1,312 | 0.02% | 0.02% | 164 | -32,088 | -36.31% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 55,427 | 1,292 | 0.01% | — | 165 | +55,427 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 54,649 | 1,273 | 0.0% | 0.0% | 166 | -20,551 | -27.33% | Q4 2025 | Feb 17, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | New | 53,925 | 1,270 | 0.09% | — | 167 | +53,925 | New | Q4 2025 | Jan 14, 2026 |
| Jain Global LLC | History | Added to | 52,925 | 1,233 | 0.01% | 0.0% | 168 | +473 | 0.9% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 49,802 | 1,201 | 0.0% | 0.0% | 169 | +9,761 | 24.38% | Q4 2025 | Jan 15, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 50,985 | 1,188 | 0.01% | 0.01% | 171 | +5,459 | 11.99% | Q4 2025 | Feb 10, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 51,005 | 1,188 | 0.05% | 0.04% | 170 | +1,110 | 2.22% | Q4 2025 | Feb 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 50,378 | 1,174 | 0.0% | 0.0% | 172 | +2,793 | 5.87% | Q4 2025 | Feb 13, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 48,633 | 1,133 | 0.05% | 0.04% | 173 | +9,179 | 23.27% | Q4 2025 | Jan 22, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 45,836 | 1,117 | 0.04% | 0.03% | 174 | +3,829 | 9.12% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 47,501 | 1,107 | 0.04% | 0.04% | 175 | -1,160 | -2.38% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 46,911 | 1,098 | 0.0% | 0.0% | 176 | +5,587 | 13.52% | Q4 2025 | Jan 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 46,423 | 1,082 | 0.03% | 0.02% | 177 | +5,371 | 13.08% | Q4 2025 | Jan 29, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 45,774 | 1,066 | 0.12% | — | 178 | +45,774 | New | Q4 2025 | Feb 13, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Added to | 45,536 | 1,061 | 0.04% | 0.04% | 179 | +636 | 1.42% | Q4 2025 | Jan 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 45,373 | 1,058 | 0.03% | 0.03% | 180 | +3,567 | 8.53% | Q4 2025 | Feb 13, 2026 |
| Gallacher Capital Management LLC | History | Added to | 43,996 | 1,025 | 0.4% | 0.33% | 181 | +157 | 0.36% | Q4 2025 | Feb 03, 2026 |
| M&T BANK CORP | History | Added to | 41,762 | 973 | 0.0% | 0.0% | 182 | +1,594 | 3.97% | Q4 2025 | Jan 30, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 40,545 | 945 | 0.05% | 0.04% | 183 | -1,280 | -3.06% | Q4 2025 | Jan 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 39,518 | 921 | 0.05% | 0.04% | 184 | +3,790 | 10.61% | Q4 2025 | Feb 11, 2026 |
| BSW Wealth Partners | History | Reduced | 38,805 | 904 | 0.11% | 0.1% | 185 | -1,318 | -3.28% | Q4 2025 | Jan 23, 2026 |
| Ascent Group, LLC | History | Added to | 38,666 | 901 | 0.03% | 0.02% | 186 | +4,130 | 11.96% | Q4 2025 | Jan 20, 2026 |
| West Family Investments, Inc. | History | Added to | 38,085 | 887 | 0.21% | 22.71% | 187 | +3,180 | 9.11% | Q4 2025 | Feb 11, 2026 |
| Brucke Financial, Inc. | History | Added to | 37,398 | 871 | 0.48% | 0.37% | 188 | +5,921 | 18.81% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 36,911 | 860 | 0.0% | 0.0% | 189 | +11,439 | 44.91% | Q4 2025 | Mar 16, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 36,742 | 856 | 0.04% | 0.03% | 190 | +1,429 | 4.05% | Q4 2025 | Feb 03, 2026 |
| Versant Capital Management, Inc | History | Added to | 36,745 | 856 | 0.11% | 0.09% | 191 | +1,167 | 3.28% | Q4 2025 | Jan 08, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 36,693 | 855 | 0.11% | 0.09% | 192 | +820 | 2.29% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Added to | 36,021 | 840 | 0.0% | 0.0% | 193 | +24,007 | 199.83% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 36,027 | 839 | 0.0% | 0.0% | 194 | +4,701 | 15.01% | Q4 2025 | Feb 12, 2026 |
| Abel Hall, LLC | History | Added to | 35,855 | 835 | 0.19% | 0.13% | 195 | +18,553 | 107.23% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 34,997 | 815 | 0.04% | 0.05% | 196 | -1,499 | -4.11% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 34,614 | 806 | 0.0% | 0.0% | 197 | +2,047 | 6.29% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 34,532 | 804 | 0.02% | 0.03% | 198 | -4,269 | -11.0% | Q4 2025 | Feb 05, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 34,326 | 800 | 0.1% | 0.08% | 199 | -133 | -0.39% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 34,151 | 796 | 0.01% | 0.01% | 200 | +12,798 | 59.94% | Q4 2025 | Feb 09, 2026 |
| TCTC Holdings, LLC | History | Added to | 33,593 | 783 | 0.02% | 0.0% | 201 | +33,116 | 6942.56% | Q4 2025 | Feb 12, 2026 |
| PDS Planning, Inc | History | Added to | 33,526 | 781 | 0.05% | 0.04% | 202 | +211 | 0.63% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 32,832 | 765 | 0.0% | 0.0% | 203 | -6,457 | -16.43% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 32,181 | 750 | 0.01% | 0.01% | 204 | -1,356 | -4.04% | Q4 2025 | Feb 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 31,935 | 744 | 0.14% | 0.13% | 205 | -2,747 | -7.92% | Q4 2025 | Jan 30, 2026 |
| HB Wealth Management, LLC | History | Added to | 31,556 | 735 | 0.0% | 0.0% | 206 | +3,846 | 13.88% | Q4 2025 | Jan 28, 2026 |
| Clarius Group, LLC | History | No change | 31,426 | 732 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 30,776 | 717 | 0.11% | 0.1% | 208 | +1,307 | 4.44% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,361 | 707 | 0.0% | 0.0% | 209 | -1,643 | -5.13% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | No change | 35,751 | 696 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 29,773 | 694 | 0.0% | 0.0% | 211 | +4,236 | 16.59% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 29,736 | 693 | 0.01% | 0.01% | 212 | +8,227 | 38.25% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 29,056 | 677 | 0.01% | 0.01% | 213 | +596 | 2.09% | Q4 2025 | Feb 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 28,931 | 674 | 0.04% | 0.05% | 214 | +3,528 | 13.89% | Q4 2025 | Jan 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 28,870 | 672 | 0.01% | 0.01% | 215 | +4,421 | 18.08% | Q4 2025 | Jan 07, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 28,550 | 665 | 0.13% | 0.12% | 216 | +5,740 | 25.16% | Q4 2025 | Feb 10, 2026 |
| Optas, LLC | History | Added to | 27,903 | 650 | 0.1% | 0.09% | 217 | +130 | 0.47% | Q4 2025 | Jan 27, 2026 |
| JBF Capital, Inc. | History | Reduced | 27,500 | 641 | 0.09% | 0.12% | 218 | -16,000 | -36.78% | Q4 2025 | Feb 12, 2026 |
| PCM Encore, LLC | History | New | 27,243 | 635 | 0.14% | — | 219 | +27,243 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 27,211 | 634 | 0.01% | 0.0% | 220 | +3,244 | 13.54% | Q4 2025 | Jan 26, 2026 |
| STATE STREET CORP | History | No change | 26,931 | 627 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 26,415 | 615 | 0.01% | — | 222 | +26,415 | New | Q4 2025 | Jan 16, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 25,815 | 601 | 0.01% | — | 223 | +25,815 | New | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 25,618 | 597 | 0.0% | 0.0% | 224 | +1,506 | 6.25% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 25,593 | 596 | 0.03% | 0.02% | 225 | +2,613 | 11.37% | Q4 2025 | Jan 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,198 | 587 | 0.01% | 0.01% | 226 | +8,562 | 51.47% | Q4 2025 | Jan 29, 2026 |
| SUMMITRY LLC | History | Added to | 25,106 | 585 | 0.02% | 0.02% | 227 | +2,741 | 12.26% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 25,055 | 584 | 0.0% | 0.0% | 228 | +15,055 | 150.55% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 24,377 | 568 | 0.01% | 0.01% | 229 | -2,709 | -10.0% | Q4 2025 | Jan 16, 2026 |
| Baron Wealth Management LLC | History | Added to | 24,068 | 561 | 0.17% | 0.15% | 230 | +1,029 | 4.47% | Q4 2025 | Jan 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 23,713 | 552 | 0.19% | 0.16% | 231 | +2,000 | 9.21% | Q4 2025 | Jan 15, 2026 |
| Five Oceans Advisors | History | Added to | 23,314 | 543 | 0.19% | 0.13% | 232 | +4,874 | 26.43% | Q4 2025 | Jan 16, 2026 |
| New Republic Capital, LLC | History | Added to | 23,140 | 539 | 0.14% | 0.06% | 233 | +13,125 | 131.05% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,328 | 520 | 0.0% | 0.0% | 234 | +575 | 2.64% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 22,301 | 519 | 0.01% | 0.0% | 235 | +156 | 0.7% | Q4 2025 | Jan 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 22,224 | 518 | 0.01% | 0.01% | 236 | +1,452 | 6.99% | Q4 2025 | Feb 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 22,189 | 517 | 0.02% | 0.02% | 237 | +112 | 0.51% | Q4 2025 | Jan 21, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 21,995 | 512 | 0.02% | 0.02% | 238 | -822 | -3.6% | Q4 2025 | Feb 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 21,834 | 508 | 0.0% | 0.0% | 239 | +1,284 | 6.25% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 21,709 | 506 | 0.02% | — | 240 | +21,709 | New | Q4 2025 | Feb 04, 2026 |
| Keel Point, LLC | History | Added to | 21,673 | 505 | 0.03% | 0.02% | 241 | +2,409 | 12.51% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 21,368 | 498 | 0.0% | 0.0% | 242 | -2,259 | -9.56% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 20,966 | 488 | 0.03% | 0.02% | 243 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,369 | 474 | 0.01% | 0.01% | 244 | +621 | 3.14% | Q4 2025 | Jan 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 20,189 | 470 | 0.01% | 0.01% | 245 | -1,465 | -6.77% | Q4 2025 | Feb 05, 2026 |
| Csenge Advisory Group | History | Reduced | 20,164 | 470 | 0.02% | 0.02% | 246 | -101 | -0.5% | Q4 2025 | Feb 06, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 18,724 | 464 | 0.03% | 0.03% | 247 | +923 | 5.19% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 19,362 | 451 | 0.0% | 0.0% | 248 | +988 | 5.38% | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 19,081 | 444 | 0.0% | 0.0% | 249 | -8,103 | -29.81% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 19,037 | 443 | 0.02% | 0.01% | 250 | +618 | 3.36% | Q4 2025 | Feb 17, 2026 |
| LVW Advisors, LLC | History | Reduced | 18,982 | 442 | 0.04% | 0.04% | 251 | -1,321 | -6.51% | Q4 2025 | Jan 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 18,919 | 441 | 0.02% | — | 252 | +18,919 | New | Q4 2025 | Feb 12, 2026 |
| Portside Wealth Group, LLC | History | Added to | 18,915 | 440 | 0.06% | 0.04% | 253 | +2,990 | 18.78% | Q4 2025 | Jan 21, 2026 |
| Empowered Funds, LLC | History | Added to | 18,801 | 438 | 0.01% | 0.0% | 254 | +4,580 | 32.21% | Q4 2025 | Feb 18, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 18,672 | 435 | 0.04% | 0.03% | 255 | +1,987 | 11.91% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Reduced | 18,587 | 433 | 0.01% | 0.01% | 256 | -250 | -1.33% | Q4 2025 | Jan 21, 2026 |
| Trust Point Inc. | History | Added to | 18,462 | 430 | 0.03% | 0.02% | 257 | +3,598 | 24.21% | Q4 2025 | Jan 13, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 18,152 | 423 | 0.13% | — | 259 | +18,152 | New | Q4 2025 | Jan 29, 2026 |
| Wedmont Private Capital | History | Added to | 18,368 | 423 | 0.01% | 0.01% | 258 | +1,534 | 9.11% | Q4 2025 | Jan 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 18,091 | 421 | 0.0% | 0.0% | 260 | -887 | -4.67% | Q4 2025 | Feb 02, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 17,811 | 415 | 0.0% | 0.0% | 261 | -2,569 | -12.61% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | New | 17,491 | 407 | 0.01% | — | 262 | +17,491 | New | Q4 2025 | Feb 04, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 17,080 | 398 | 0.07% | 0.06% | 263 | -6 | -0.04% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 16,960 | 395 | 0.0% | 0.0% | 264 | +960 | 6.0% | Q4 2025 | Feb 17, 2026 |
| FAYEZ SAROFIM & CO | History | New | 16,935 | 394 | 0.0% | — | 265 | +16,935 | New | Q4 2025 | Feb 13, 2026 |
| Covenant Partners, LLC | History | No change | 16,895 | 393 | 0.11% | 0.09% | 266 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 16,743 | 390 | 0.0% | — | 267 | +16,743 | New | Q4 2025 | Feb 18, 2026 |
| Oakworth Capital, Inc. | History | No change | 16,731 | 390 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Syverson Strege & Co | History | Reduced | 16,648 | 388 | 0.09% | 0.08% | 269 | -766 | -4.4% | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | Added to | 16,521 | 385 | 0.01% | 0.01% | 271 | +2,832 | 20.69% | Q4 2025 | Mar 12, 2026 |
| Arax Advisory Partners | History | Reduced | 16,528 | 385 | 0.01% | 0.0% | 270 | -1,571 | -8.68% | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 16,499 | 384 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 16,147 | 376 | 0.04% | 0.03% | 273 | -672 | -4.0% | Q4 2025 | Feb 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 15,738 | 366 | 0.12% | 0.05% | 274 | +622 | 4.11% | Q4 2025 | Jan 27, 2026 |
| Pure Financial Advisors, LLC | History | New | 15,562 | 362 | 0.07% | — | 275 | +15,562 | New | Q4 2025 | Mar 04, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 15,508 | 361 | 0.06% | 0.06% | 276 | -3,301 | -17.55% | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 15,357 | 357 | 0.02% | 0.02% | 277 | +3 | 0.02% | Q4 2025 | Jan 29, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 15,227 | 354 | 0.1% | 0.05% | 278 | -109 | -0.71% | Q4 2025 | Jan 27, 2026 |
| Savvy Advisors, Inc. | History | Added to | 15,062 | 351 | 0.01% | 0.01% | 279 | +418 | 2.85% | Q4 2025 | Jan 20, 2026 |
| Frec Markets, Inc. | History | New | 15,027 | 350 | 0.1% | — | 280 | +15,027 | New | Q4 2025 | Feb 17, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 15,008 | 349 | 0.12% | — | 282 | +15,008 | New | Q4 2025 | Feb 12, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 15,003 | 349 | 0.07% | 0.06% | 281 | +439 | 3.01% | Q4 2025 | Jan 27, 2026 |
| CERTUITY, LLC | History | Added to | 14,838 | 345 | 0.02% | 0.02% | 283 | +290 | 1.99% | Q4 2025 | Jan 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 14,562 | 339 | 0.0% | 0.0% | 284 | +181 | 1.26% | Q4 2025 | Jan 21, 2026 |
| Hexagon Capital Partners LLC | History | New | 14,525 | 338 | 0.06% | — | 285 | +14,525 | New | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 14,334 | 334 | 0.01% | 0.03% | 287 | -25,178 | -63.72% | Q4 2025 | Feb 17, 2026 |
| Northside Capital Management, LLC | History | No change | 14,336 | 334 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 14,243 | 332 | 0.01% | 0.01% | 288 | -500 | -3.39% | Q4 2025 | Feb 02, 2026 |
| XPONANCE LLC | History | Added to | 14,202 | 331 | 0.0% | 0.0% | 289 | +1,450 | 11.37% | Q4 2025 | Feb 12, 2026 |
| Diversified Trust Co | History | Added to | 14,168 | 330 | 0.01% | 0.01% | 290 | +463 | 3.38% | Q4 2025 | Jan 09, 2026 |
| Abacus Wealth Partners, LLC | History | New | 13,968 | 325 | 0.03% | — | 291 | +13,968 | New | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,892 | 323 | 0.01% | 0.01% | 292 | +2,826 | 25.54% | Q4 2025 | Feb 13, 2026 |
| DMC Group, LLC | History | New | 13,741 | 320 | 0.21% | — | 293 | +13,741 | New | Q4 2025 | Jan 21, 2026 |
| Genus Capital Management Inc. | History | Reduced | 13,670 | 318 | 0.04% | 0.03% | 295 | -1,380 | -9.17% | Q4 2025 | Feb 09, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 13,671 | 318 | 0.03% | 0.03% | 294 | -246 | -1.77% | Q4 2025 | Feb 13, 2026 |
| Cromwell Holdings LLC | History | No change | 13,659 | 318 | 0.17% | 0.14% | 296 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| 55 North Private Wealth, LLC | History | New | 13,597 | 316 | 0.08% | — | 298 | +13,597 | New | Q4 2025 | Jan 27, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 13,558 | 316 | 0.02% | 0.01% | 297 | -68 | -0.5% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 13,407 | 313 | 0.0% | 0.0% | 299 | +2,256 | 20.23% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 13,435 | 313 | 0.0% | 0.0% | 300 | +713 | 5.6% | Q4 2025 | Feb 12, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 13,390 | 312 | 0.21% | 0.17% | 301 | +469 | 3.63% | Q4 2025 | Jan 16, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 13,264 | 309 | 0.13% | 0.14% | 303 | -3,500 | -20.88% | Q4 2025 | Jan 29, 2026 |
| COMMERCE BANK | History | Added to | 13,269 | 309 | 0.0% | 0.0% | 302 | +2,615 | 24.54% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 13,220 | 308 | 0.0% | — | 304 | +13,220 | New | Q4 2025 | Feb 05, 2026 |
| a16z Perennial Management, L.P. | History | Added to | 13,150 | 306 | 0.02% | 0.02% | 306 | +1,536 | 13.23% | Q4 2025 | Feb 10, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 13,144 | 306 | 0.1% | 0.09% | 305 | -185 | -1.39% | Q4 2025 | Jan 29, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 12,926 | 301 | 0.01% | 0.01% | 307 | +1,458 | 12.71% | Q4 2025 | Jan 20, 2026 |
| Echo45 Advisors LLC | History | Added to | 12,902 | 300 | 0.17% | 0.14% | 309 | +767 | 6.32% | Q4 2025 | Feb 06, 2026 |
| Avior Wealth Management, LLC | History | No change | 12,910 | 300 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 12,785 | 298 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,773 | 297 | 0.0% | 0.0% | 311 | -139 | -1.08% | Q4 2025 | Jan 26, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 12,724 | 296 | 0.01% | 0.0% | 312 | +2,535 | 24.88% | Q4 2025 | Feb 06, 2026 |
| WEDBUSH SECURITIES INC | History | New | 12,675 | 295 | 0.01% | — | 313 | +12,675 | New | Q4 2025 | Feb 12, 2026 |
| Calydon Capital | History | Reduced | 12,482 | 290 | 0.05% | 0.04% | 314 | -355 | -2.77% | Q4 2025 | Feb 17, 2026 |
| Qtron Investments LLC | History | Reduced | 12,185 | 284 | 0.04% | 0.06% | 315 | -11,073 | -47.61% | Q4 2025 | Feb 12, 2026 |
| Traveka Wealth, LLC | History | Reduced | 12,138 | 282 | 0.11% | 0.11% | 316 | -125 | -1.02% | Q4 2025 | Jan 08, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 12,014 | 280 | 0.02% | 0.02% | 317 | -360 | -2.91% | Q4 2025 | Feb 17, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 12,000 | 279 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WRAPMANAGER INC | History | Reduced | 11,854 | 276 | 0.09% | 0.08% | 319 | -1,776 | -13.03% | Q4 2025 | Feb 06, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 11,737 | 273 | 0.26% | — | 321 | +11,737 | New | Q4 2025 | Feb 09, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 11,734 | 273 | 0.04% | 0.04% | 320 | +757 | 6.9% | Q4 2025 | Jan 07, 2026 |
| Brevan Howard Capital Management LP | History | New | 11,135 | 260 | 0.0% | — | 322 | +11,135 | New | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 11,052 | 257 | 0.02% | — | 323 | +11,052 | New | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | No change | 11,015 | 256 | 0.01% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 11,000 | 256 | 0.17% | 0.15% | 325 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| May Hill Capital, LLC | History | New | 10,892 | 253 | 0.03% | — | 327 | +10,892 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 10,857 | 253 | 0.03% | 0.02% | 326 | +344 | 3.27% | Q4 2025 | Feb 13, 2026 |
| MATTERS CAPITAL LLC | History | New | 10,786 | 251 | 0.21% | — | 328 | +10,786 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | New | 10,492 | 244 | 0.0% | — | 330 | +10,492 | New | Q4 2025 | Feb 03, 2026 |
| INGALLS & SNYDER LLC | History | No change | 10,474 | 244 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | New | 10,325 | 240 | 0.01% | — | 331 | +10,325 | New | Q4 2025 | Feb 10, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 10,289 | 239 | 0.06% | 0.05% | 332 | +220 | 2.18% | Q4 2025 | Jan 23, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 10,003 | 233 | 0.2% | — | 333 | +10,003 | New | Q4 2025 | Jan 23, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 9,694 | 225 | 0.01% | 0.01% | 334 | -708 | -6.81% | Q4 2025 | Feb 13, 2026 |
| SageGuard Financial Group, LLC | History | New | 9,533 | 222 | 0.04% | — | 335 | +9,533 | New | Q4 2025 | Jan 27, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 9,566 | 222 | 0.01% | 0.01% | 336 | -642 | -6.29% | Q4 2025 | Jan 30, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 9,505 | 221 | 0.01% | — | 338 | +9,505 | New | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 9,485 | 221 | 0.05% | 0.05% | 337 | -951 | -9.11% | Q4 2025 | Feb 02, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 9,415 | 219 | 0.0% | 0.0% | 339 | -684 | -6.77% | Q4 2025 | Feb 12, 2026 |
| Johnson Financial Group, Inc. | History | No change | 9,415 | 219 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 9,331 | 217 | 0.0% | — | 341 | +9,331 | New | Q4 2025 | Feb 09, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 9,284 | 216 | 0.06% | 0.08% | 342 | -4,106 | -30.66% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 9,261 | 215 | 0.0% | — | 343 | +9,261 | New | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | New | 8,996 | 209 | 0.01% | — | 344 | +8,996 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | New | 8,964 | 208 | 0.01% | — | 345 | +8,964 | New | Q4 2025 | Feb 12, 2026 |
| AlTi Global, Inc. | History | New | 8,795 | 205 | 0.0% | — | 346 | +8,795 | New | Q4 2025 | Feb 13, 2026 |
| Manchester Capital Management LLC | History | Added to | 8,659 | 201 | 0.03% | 0.01% | 347 | +4,016 | 86.5% | Q4 2025 | Feb 11, 2026 |
| V-Square Quantitative Management LLC | History | New | 8,535 | 198 | 0.02% | — | 349 | +8,535 | New | Q4 2025 | Jan 22, 2026 |
| FIRST HORIZON CORP | History | No change | 8,515 | 198 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Westfuller Advisors, LLC | History | No change | 8,535 | 198 | 0.08% | 0.07% | 350 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 7,877 | 183 | 0.0% | 0.0% | 351 | +4,681 | 146.46% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 7,322 | 170 | 0.0% | 0.0% | 352 | +1,913 | 35.37% | Q4 2025 | Feb 05, 2026 |
| Lummis Asset Management, LP | History | New | 6,784 | 158 | 0.1% | — | 353 | +6,784 | New | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Added to | 6,550 | 152 | 0.05% | 0.04% | 354 | +62 | 0.96% | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 6,382 | 148 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WealthCollab, LLC | History | No change | 6,338 | 147 | 0.06% | 0.06% | 356 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cresta Advisors, Ltd. | History | New | 5,866 | 136 | 0.06% | — | 357 | +5,866 | New | Q4 2025 | Feb 03, 2026 |
| New Vernon Capital Holdings II LLC | History | New | 5,777 | 134 | 0.06% | — | 358 | +5,777 | New | Q4 2025 | Feb 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 5,666 | 132 | 0.04% | 0.06% | 359 | +624 | 12.38% | Q4 2025 | Jan 22, 2026 |
| UMB Bank, n.a. | History | Reduced | 5,390 | 125 | 0.0% | 0.0% | 360 | -67 | -1.23% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 5,341 | 124 | 0.0% | 0.0% | 361 | +410 | 8.31% | Q4 2025 | Feb 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 5,200 | 121 | 0.03% | 0.02% | 362 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,081 | 118 | 0.0% | 0.0% | 363 | +4,227 | 494.96% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,848 | 113 | 0.01% | 0.0% | 364 | +1,930 | 66.14% | Q4 2025 | Jan 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 4,784 | 111 | 0.0% | 0.0% | 365 | +47 | 0.99% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 4,601 | 107 | 0.0% | — | 366 | +4,601 | New | Q4 2025 | Feb 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 4,155 | 100 | 0.07% | 0.06% | 367 | -252 | -5.72% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 3,703 | 86 | 0.01% | 0.0% | 368 | +1,938 | 109.8% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,361 | 78 | 0.0% | 0.0% | 369 | +18 | 0.54% | Q4 2025 | Feb 06, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 3,233 | 75 | 0.01% | 0.53% | 370 | -193,650 | -98.36% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,169 | 73 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,757 | 64 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,459 | 59 | 0.01% | 0.0% | 373 | +111 | 4.73% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2,429 | 56 | 0.0% | — | 374 | +2,429 | New | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,316 | 55 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 2,359 | 54 | 0.0% | 0.0% | 376 | +243 | 11.48% | Q4 2025 | Feb 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,347 | 54 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,045 | 47 | 0.01% | 0.01% | 378 | +81 | 4.12% | Q4 2025 | Jan 29, 2026 |
| SHP Wealth Management | History | New | 1,900 | 44 | 0.0% | — | 379 | +1,900 | New | Q4 2025 | Mar 04, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,911 | 44 | 0.03% | 0.03% | 380 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,701 | 42 | 0.01% | 0.0% | 381 | +104 | 6.51% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Added to | 1,796 | 41 | 0.0% | 0.0% | 382 | +151 | 9.18% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 1,727 | 40 | 0.0% | 0.0% | 383 | +1,584 | 1107.69% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,557 | 37 | 0.0% | 0.0% | 384 | +1,015 | 187.27% | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | New | 1,552 | 36 | 0.02% | — | 386 | +1,552 | New | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | Added to | 1,550 | 36 | 0.01% | 0.01% | 385 | +319 | 25.91% | Q4 2025 | Feb 06, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 1,542 | 35 | 0.0% | 0.0% | 387 | -177 | -10.3% | Q4 2025 | Jan 27, 2026 |
| NBC SECURITIES, INC. | History | New | 1,493 | 34 | 0.0% | — | 388 | +1,493 | New | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Added to | 1,465 | 34 | 0.0% | 0.0% | 389 | +32 | 2.23% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 1,458 | 33 | 0.0% | — | 391 | +1,458 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,456 | 33 | 0.0% | 0.0% | 390 | +456 | 45.6% | Q4 2025 | Jan 15, 2026 |
| Navigoe, LLC | History | No change | 1,369 | 31 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,314 | 30 | 0.01% | — | 393 | +1,314 | New | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,304 | 30 | 0.0% | 0.0% | 394 | +440 | 50.93% | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,259 | 29 | 0.0% | 0.0% | 395 | +575 | 84.06% | Q4 2025 | Feb 09, 2026 |
| Bogart Wealth, LLC | History | No change | 1,266 | 29 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Basepoint Wealth LLC | History | New | 1,119 | 26 | 0.02% | — | 399 | +1,119 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,141 | 26 | 0.0% | 0.0% | 398 | +426 | 59.58% | Q4 2025 | Feb 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,144 | 26 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,111 | 25 | 0.0% | 0.0% | 400 | +350 | 45.99% | Q4 2025 | Jan 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 979 | 22 | 0.0% | 0.0% | 401 | +571 | 139.95% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 971 | 22 | 0.0% | 0.0% | 402 | -261 | -21.19% | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Added to | 858 | 20 | 0.01% | 0.0% | 404 | +39 | 4.76% | Q4 2025 | Jan 08, 2026 |
| GW&K Investment Management, LLC | History | No change | 860 | 20 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 892 | 20 | 0.01% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 836 | 19 | 0.0% | — | 406 | +836 | New | Q4 2025 | Jan 20, 2026 |
| YANKCOM Partnership | History | New | 780 | 18 | 0.01% | — | 408 | +780 | New | Q4 2025 | Jan 20, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 785 | 18 | 0.01% | 0.01% | 409 | +272 | 53.02% | Q4 2025 | Jan 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 796 | 18 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 743 | 17 | 0.0% | — | 411 | +743 | New | Q4 2025 | Feb 17, 2026 |
| TD Capital Management LLC | History | Added to | 748 | 17 | 0.0% | 0.0% | 410 | +39 | 5.5% | Q4 2025 | Feb 26, 2026 |
| J.Safra Asset Management Corp | History | New | 654 | 15 | 0.0% | — | 413 | +654 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | New | 646 | 15 | 0.0% | — | 412 | +646 | New | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | No change | 675 | 15 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 622 | 14 | 0.0% | 0.0% | 417 | +404 | 185.32% | Q4 2025 | Jan 21, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 625 | 14 | 0.0% | 0.0% | 415 | -305 | -32.8% | Q4 2025 | Feb 03, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 626 | 14 | 0.0% | 0.0% | 418 | +269 | 75.35% | Q4 2025 | Feb 24, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 604 | 14 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 612 | 14 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | Reduced | 570 | 13 | 0.0% | 0.0% | 422 | -140 | -19.72% | Q4 2025 | Feb 06, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 1,415 | 13 | 0.08% | 0.12% | 423 | -29 | -2.01% | Q4 2025 | Feb 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 564 | 13 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 578 | 13 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MidFirst Bank | History | New | 6,104 | 12 | 0.0% | — | 425 | +6,104 | New | Q4 2025 | Feb 25, 2026 |
| LRI Investments, LLC | History | Reduced | 531 | 12 | 0.0% | 0.0% | 424 | -91 | -14.63% | Q4 2025 | Feb 04, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 479 | 11 | 0.0% | 0.0% | 427 | -59 | -10.97% | Q4 2025 | Feb 03, 2026 |
| Asset Dedication, LLC | History | No change | 500 | 11 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 445 | 10 | 0.0% | 0.0% | 428 | +29 | 6.97% | Q4 2025 | Jan 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 426 | 9 | 0.0% | — | 432 | +426 | New | Q4 2025 | Feb 17, 2026 |
| Bangor Savings Bank | History | New | 397 | 9 | 0.0% | — | 431 | +397 | New | Q4 2025 | Jan 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 422 | 9 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 387 | 9 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ORG Partners LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Strive Financial Group ,LLC | History | New | 372 | 8 | 0.0% | — | 437 | +372 | New | Q4 2025 | Feb 18, 2026 |
| North Star Investment Management Corp. | History | Added to | 376 | 8 | 0.0% | 0.0% | 434 | +197 | 110.06% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 350 | 8 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Fortitude Family Office, LLC | History | No change | 357 | 8 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 318 | 7 | 0.0% | — | 443 | +318 | New | Q4 2025 | Jan 21, 2026 |
| IMA Advisory Services, Inc. | History | New | 311 | 7 | 0.0% | — | 439 | +311 | New | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 315 | 7 | 0.0% | 0.0% | 440 | +91 | 40.63% | Q4 2025 | Jan 22, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 305 | 7 | 0.0% | 0.0% | 444 | +18 | 6.27% | Q4 2025 | Feb 10, 2026 |
| COUNTRY TRUST BANK | History | No change | 317 | 7 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CVA Family Office, LLC | History | No change | 325 | 7 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 321 | 7 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Elevated Capital Advisors, LLC | History | New | 279 | 6 | 0.0% | — | 445 | +279 | New | Q4 2025 | Jan 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 265 | 6 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Independence Bank of Kentucky | History | New | 242 | 5 | 0.0% | — | 448 | +242 | New | Q4 2025 | Jan 20, 2026 |
| Nemes Rush Group LLC | History | New | 233 | 5 | 0.0% | — | 450 | +233 | New | Q4 2025 | Feb 11, 2026 |
| Stone House Investment Management, LLC | History | New | 225 | 5 | 0.0% | — | 447 | +225 | New | Q4 2025 | Jan 21, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 247 | 5 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| WPG Advisers, LLC | History | No change | 251 | 5 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | New | 196 | 4 | 0.0% | — | 455 | +196 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 195 | 4 | 0.0% | — | 461 | +195 | New | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 185 | 4 | 0.0% | — | 460 | +185 | New | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | New | 184 | 4 | 0.0% | — | 458 | +184 | New | Q4 2025 | Jan 29, 2026 |
| Smithfield Trust Co | History | New | 159 | 4 | 0.0% | — | 452 | +159 | New | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | Added to | 158 | 4 | 0.0% | 0.0% | 456 | +81 | 105.19% | Q4 2025 | Feb 02, 2026 |
| PROFFITT & GOODSON INC | History | No change | 182 | 4 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 211 | 4 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 193 | 4 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Colonial Trust Co / SC | History | No change | 211 | 4 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 130 | 3 | 0.0% | — | 464 | +130 | New | Q4 2025 | Feb 05, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 129 | 3 | 0.0% | — | 465 | +129 | New | Q4 2025 | Jan 26, 2026 |
| Anfield Capital Management, LLC | History | No change | 140 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 140 | 3 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 125 | 2 | 0.0% | 0.0% | 471 | -125 | -50.0% | Q4 2025 | Feb 18, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 123 | 2 | 0.0% | — | 474 | +123 | New | Q4 2025 | Feb 19, 2026 |
| Ares Financial Consulting, LLC | History | New | 122 | 2 | 0.0% | — | 473 | +122 | New | Q4 2025 | Jan 30, 2026 |
| Dogwood Wealth Management LLC | History | New | 118 | 2 | 0.0% | — | 470 | +118 | New | Q4 2025 | Feb 04, 2026 |
| JNBA Financial Advisors | History | New | 107 | 2 | 0.0% | — | 466 | +107 | New | Q4 2025 | Jan 26, 2026 |
| Lodestone Wealth Management LLC | History | New | 100 | 2 | 0.0% | — | 467 | +100 | New | Q4 2025 | Jan 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 87 | 2 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 117 | 2 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 122 | 2 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 60 | 1 | 0.0% | — | 479 | +60 | New | Q4 2025 | Feb 23, 2026 |
| Horizon Investments, LLC | History | Reduced | 43 | 1 | 0.0% | 0.0% | 478 | -45 | -51.14% | Q4 2025 | Feb 02, 2026 |
| CENTRAL TRUST Co | History | Added to | 62 | 1 | 0.0% | 0.0% | 476 | +10 | 19.23% | Q4 2025 | Feb 02, 2026 |
| Abound Wealth Management | History | Reduced | 52 | 1 | 0.0% | 0.0% | 482 | -10 | -16.13% | Q4 2025 | Jan 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 47 | 1 | 0.0% | — | 475 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ST GERMAIN D J CO INC | History | No change | 62 | 1 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Command Advisory Services, Inc. | History | No change | 76 | 1 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | No change | 81 | 1 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wealth Watch Advisors, INC | History | No change | 76 | 1 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -270,780 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -48,346 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,735 | -100.0% | Q3 2025 | Oct 14, 2025 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.02% | — | -28,903 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -25,407 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -23,006 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -21,780 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,289 | -100.0% | Q3 2025 | Nov 14, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -19,199 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,434 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,696 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,350 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,840 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wallace Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -14,375 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,952 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GM Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,075 | -100.0% | Q3 2025 | Nov 19, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Precision Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,261 | -100.0% | Q3 2025 | Oct 16, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,906 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,624 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,067 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -936 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -628 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -272 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -207 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Kilter Group LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Jan 15, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 10, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |
| High Note Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |