SPDR SERIES TRUST - BILS
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 3,593,920 | 356,588 | 0.1% | 0.11% | 1 | -37,607 | -1.04% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 2,057,442 | 204,139 | 0.55% | 0.64% | 2 | -93,932 | -4.37% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,348,107 | 133,759 | 0.01% | 0.01% | 3 | -81,106 | -5.67% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,038,284 | 103,023 | 0.02% | 0.02% | 4 | +255 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Miller Investment Management, LP | History | Reduced | 1,009,090 | 100,121 | 9.78% | 11.86% | 5 | -177,287 | -14.94% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 639,059 | 63,407 | 0.01% | 0.01% | 6 | +20,181 | 3.26% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 609,454 | 60,473 | 0.09% | 0.07% | 7 | +75,980 | 14.24% | Q4 2025 | Feb 17, 2026 |
| Sargent Investment Group, LLC | History | Added to | 557,760 | 55,340 | 6.94% | 7.42% | 8 | +34,624 | 6.62% | Q4 2025 | Feb 13, 2026 |
| Bell Bank | History | Added to | 547,342 | 54,307 | 2.32% | 2.17% | 9 | +44,521 | 8.85% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 527,433 | 52,331 | 0.07% | 0.05% | 10 | +119,021 | 29.14% | Q4 2025 | Feb 12, 2026 |
| PECAUT & CO. | History | Added to | 461,402 | 45,780 | 14.77% | 13.83% | 11 | +28,856 | 6.67% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 442,414 | 43,896 | 0.01% | 0.01% | 12 | +196,085 | 79.6% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 435,532 | 43,213 | 0.01% | 0.01% | 13 | +7,150 | 1.67% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 414,588 | 41,135 | 0.01% | 0.01% | 14 | +15,775 | 3.96% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 389,925 | 38,688 | 0.94% | 0.94% | 15 | +26,766 | 7.37% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 354,068 | 35,132 | 0.01% | — | 16 | +354,068 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 325,251 | 32,271 | 0.0% | 0.0% | 17 | +41,455 | 14.61% | Q4 2025 | Feb 13, 2026 |
| One Day In July LLC | History | Reduced | 324,226 | 32,169 | 2.64% | 2.78% | 18 | -5,695 | -1.73% | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 323,831 | 32,130 | 0.02% | 0.02% | 19 | +16,276 | 5.29% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 312,640 | 31,020 | 0.04% | 0.0% | 20 | +290,991 | 1344.13% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 303,720 | 30,135 | 0.03% | 0.05% | 21 | -118,290 | -28.03% | Q4 2025 | Feb 17, 2026 |
| SoundView Advisors Inc. | History | New | 276,135 | 27,398 | 9.56% | — | 22 | +276,135 | New | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 273,371 | 27,123 | 0.07% | 0.06% | 23 | +43,120 | 18.73% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 271,019 | 26,890 | 0.04% | 0.03% | 24 | +11,531 | 4.44% | Q4 2025 | Feb 02, 2026 |
| Peak Asset Management, LLC | History | Reduced | 206,703 | 20,509 | 3.49% | 3.59% | 25 | -4 | -0.0% | Q4 2025 | Feb 05, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 197,101 | 19,556 | 0.7% | 0.78% | 26 | -16,013 | -7.51% | Q4 2025 | Jan 07, 2026 |
| AlphaCore Capital LLC | History | Added to | 188,637 | 18,716 | 0.42% | 0.24% | 27 | +116,449 | 161.31% | Q4 2025 | Feb 05, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 187,920 | 18,645 | 5.08% | 5.83% | 28 | -30,893 | -14.12% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 177,266 | 17,588 | 0.02% | 0.02% | 29 | +12,928 | 7.87% | Q4 2025 | Feb 06, 2026 |
| Asset One Wealth Management LLC | History | New | 160,528 | 15,924 | 2.18% | — | 30 | +160,528 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 159,465 | 15,822 | 0.19% | 0.19% | 31 | -59,392 | -27.14% | Q4 2025 | Feb 13, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 157,209 | 15,598 | 7.66% | 6.88% | 32 | +23,318 | 17.42% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 155,040 | 15,383 | 0.03% | 0.03% | 33 | +19,037 | 14.0% | Q4 2025 | Mar 16, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 152,749 | 15,155 | 11.64% | 9.4% | 34 | +40,449 | 36.02% | Q4 2025 | Jan 26, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 145,926 | 14,478 | 7.71% | 7.1% | 35 | +21,776 | 17.54% | Q4 2025 | Feb 09, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Added to | 140,925 | 13,982 | 7.54% | 5.32% | 36 | +47,737 | 51.23% | Q4 2025 | Feb 12, 2026 |
| NDWM LLC | History | Reduced | 139,858 | 13,876 | 9.18% | 9.67% | 37 | -3,366 | -2.35% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 139,765 | 13,867 | 0.09% | 0.09% | 38 | +21,970 | 18.65% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 137,653 | 13,657 | 0.01% | 0.01% | 39 | -7,946 | -5.46% | Q4 2025 | Feb 10, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 134,156 | 13,310 | 2.11% | 1.8% | 40 | +25,970 | 24.0% | Q4 2025 | Jan 16, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 129,891 | 12,887 | 5.72% | 5.81% | 41 | +13,896 | 11.98% | Q4 2025 | Jan 26, 2026 |
| Treasure Coast Financial Planning | History | Added to | 128,639 | 12,764 | 6.78% | 6.77% | 42 | +6,752 | 5.54% | Q4 2025 | Jan 22, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 122,967 | 12,200 | 5.52% | 5.61% | 43 | +2,377 | 1.97% | Q4 2025 | Feb 10, 2026 |
| Delos Wealth Advisors, LLC | History | Reduced | 119,781 | 11,884 | 7.84% | 8.05% | 44 | -354 | -0.29% | Q4 2025 | Feb 17, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 118,527 | 11,760 | 0.44% | 0.64% | 45 | -42,712 | -26.49% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 112,048 | 11,117 | 0.02% | 0.03% | 46 | -54,190 | -32.6% | Q4 2025 | Feb 11, 2026 |
| Proficio Capital Partners LLC | History | Added to | 108,585 | 10,773 | 0.76% | 0.49% | 47 | +36,613 | 50.87% | Q4 2025 | Feb 12, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 105,788 | 10,503 | 1.55% | 1.79% | 48 | -9,176 | -7.98% | Q4 2025 | Jan 26, 2026 |
| Long Run Wealth Advisors, LLC | History | Reduced | 105,026 | 10,420 | 1.96% | 2.31% | 49 | -13,352 | -11.28% | Q4 2025 | Feb 02, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 98,306 | 9,780 | 1.21% | 1.19% | 50 | +18,471 | 23.14% | Q4 2025 | Feb 23, 2026 |
| Anson Capital, Inc. | History | Reduced | 98,119 | 9,735 | 7.08% | 7.48% | 51 | -2,121 | -2.12% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 92,425 | 9,170 | 0.03% | 0.04% | 52 | +2,489 | 2.77% | Q4 2025 | Feb 18, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 90,461 | 8,975 | 1.32% | 1.23% | 53 | +8,001 | 9.7% | Q4 2025 | Feb 10, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 86,880 | 8,622 | 3.89% | 4.65% | 54 | -3,942 | -4.34% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 85,463 | 8,479 | 0.01% | 0.01% | 55 | +18,602 | 27.82% | Q4 2025 | Feb 13, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 81,436 | 8,079 | 2.43% | 2.54% | 56 | +41,526 | 104.05% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 79,228 | 7,861 | 0.1% | 0.1% | 57 | +1,605 | 2.07% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 77,715 | 7,710 | 0.08% | 0.04% | 58 | +49,171 | 172.26% | Q4 2025 | Jan 23, 2026 |
| Choate Investment Advisors | History | Reduced | 77,530 | 7,692 | 0.15% | 0.18% | 59 | -11,540 | -12.96% | Q4 2025 | Feb 09, 2026 |
| Procyon Advisors, LLC | History | Reduced | 77,287 | 7,668 | 0.38% | 0.47% | 60 | -2,960 | -3.69% | Q4 2025 | Jan 07, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 77,135 | 7,653 | 2.98% | 1.67% | 61 | +36,853 | 91.49% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 76,698 | 7,609 | 0.04% | 0.07% | 62 | -59,787 | -43.8% | Q4 2025 | Feb 17, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 66,451 | 6,611 | 1.11% | 1.84% | 63 | -40,774 | -38.03% | Q4 2025 | Feb 06, 2026 |
| Align Financial, LLC | History | New | 6,549 | 6,549 | 0.0% | — | 64 | +6,549 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 65,269 | 6,476 | 0.0% | 0.0% | 65 | +14,465 | 28.47% | Q4 2025 | Feb 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 64,529 | 6,402 | 1.55% | 1.23% | 66 | +18,091 | 38.96% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 63,272 | 6,277 | 0.03% | 0.02% | 67 | +26,779 | 73.38% | Q4 2025 | Feb 12, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 63,105 | 6,261 | 2.32% | 2.19% | 68 | +5,643 | 9.82% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 62,559 | 6,207 | 0.23% | 0.31% | 69 | +15,217 | 32.14% | Q4 2025 | Feb 04, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 62,165 | 6,168 | 1.06% | 1.68% | 70 | -30,254 | -32.74% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 62,018 | 6,153 | 0.02% | 0.01% | 71 | +17,902 | 40.58% | Q4 2025 | Feb 05, 2026 |
| STEPHENS INC /AR/ | History | Added to | 61,860 | 6,137 | 0.08% | 0.04% | 72 | +28,712 | 86.62% | Q4 2025 | Feb 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 59,893 | 5,942 | 0.18% | 0.18% | 73 | +5,213 | 9.53% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 58,181 | 5,773 | 0.17% | 0.11% | 74 | +25,075 | 75.74% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 56,025 | 5,558 | 0.08% | 0.07% | 75 | +8,891 | 18.86% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 55,139 | 5,470 | 0.25% | 0.23% | 76 | +7,595 | 15.97% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 54,987 | 5,456 | 0.01% | 0.01% | 77 | -299 | -0.54% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 54,820 | 5,439 | 0.02% | 0.02% | 78 | +2,462 | 4.7% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 54,533 | 5,410 | 0.06% | 0.09% | 79 | +1,138 | 2.13% | Q4 2025 | Jan 29, 2026 |
| Carr Financial Group Corp | History | Added to | 50,828 | 5,043 | 1.34% | 0.68% | 80 | +26,110 | 105.63% | Q4 2025 | Jan 09, 2026 |
| Portland Global Advisors LLC | History | Added to | 49,836 | 4,944 | 0.53% | 0.44% | 81 | +10,328 | 26.14% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Added to | 47,116 | 4,674 | 0.01% | 0.01% | 82 | +21,881 | 86.71% | Q4 2025 | Feb 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 45,719 | 4,536 | 0.18% | 0.2% | 83 | -4,111 | -8.25% | Q4 2025 | Jan 14, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 45,451 | 4,509 | 2.73% | 2.67% | 84 | +3,406 | 8.1% | Q4 2025 | Jan 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 45,304 | 4,495 | 0.09% | 0.11% | 85 | -8,080 | -15.14% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 45,148 | 4,479 | 0.05% | 0.07% | 86 | -16,048 | -26.22% | Q4 2025 | Jan 20, 2026 |
| HM PAYSON & CO | History | Reduced | 43,983 | 4,363 | 0.06% | 0.07% | 87 | -3,854 | -8.06% | Q4 2025 | Feb 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 43,272 | 4,293 | 0.2% | 0.15% | 88 | +11,578 | 36.53% | Q4 2025 | Feb 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 42,853 | 4,251 | 0.71% | 0.85% | 89 | -4,485 | -9.47% | Q4 2025 | Jan 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 42,833 | 4,249 | 0.01% | 0.01% | 90 | +181 | 0.42% | Q4 2025 | Feb 13, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 42,380 | 4,204 | 2.94% | 1.69% | 91 | +17,891 | 73.06% | Q4 2025 | Feb 04, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 41,895 | 4,156 | 0.22% | 0.21% | 92 | -3,296 | -7.29% | Q4 2025 | Feb 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 41,804 | 4,147 | 0.44% | 0.45% | 93 | -66 | -0.16% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 41,332 | 4,100 | 0.01% | 0.01% | 94 | -5,061 | -10.91% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 38,803 | 3,850 | 0.19% | 0.15% | 95 | +7,039 | 22.16% | Q4 2025 | Jan 20, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 34,564 | 3,429 | 2.9% | 3.91% | 96 | -11,247 | -24.55% | Q4 2025 | Feb 18, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 33,986 | 3,372 | 3.11% | — | 97 | +33,986 | New | Q4 2025 | Feb 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 33,505 | 3,324 | 0.15% | 0.12% | 98 | +11,005 | 48.91% | Q4 2025 | Feb 05, 2026 |
| Dakota Wealth Management | History | Added to | 32,100 | 3,184 | 0.06% | 0.05% | 99 | +6,362 | 24.72% | Q4 2025 | Jan 13, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 31,998 | 3,174 | 1.16% | 0.84% | 100 | +10,212 | 46.87% | Q4 2025 | Jan 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 31,908 | 3,165 | 0.01% | 0.01% | 101 | +6,786 | 27.01% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 30,544 | 3,030 | 0.17% | 0.17% | 102 | +1,349 | 4.62% | Q4 2025 | Feb 10, 2026 |
| Caitlin John, LLC | History | Reduced | 30,395 | 3,015 | 1.97% | 3.29% | 103 | -17,079 | -35.98% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Added to | 29,678 | 2,944 | 0.0% | 0.0% | 104 | +7,811 | 35.72% | Q4 2025 | Feb 13, 2026 |
| Advisor Resource Council | History | New | 29,100 | 2,886 | 1.03% | — | 105 | +29,100 | New | Q4 2025 | Feb 10, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 28,807 | 2,858 | 0.74% | 0.83% | 106 | -2,329 | -7.48% | Q4 2025 | Feb 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 28,225 | 2,800 | 0.25% | 0.11% | 107 | +17,773 | 170.04% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 28,191 | 2,797 | 0.0% | 0.0% | 108 | -8,104 | -22.33% | Q4 2025 | Mar 25, 2026 |
| Atria Investments, Inc | History | Added to | 26,897 | 2,668 | 0.03% | 0.0% | 109 | +23,474 | 685.77% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 26,850 | 2,664 | 0.01% | — | 110 | +26,850 | New | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Reduced | 25,968 | 2,576 | 0.03% | 0.06% | 111 | -24,076 | -48.11% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,917 | 2,573 | 0.0% | 0.0% | 112 | +1,020 | 4.1% | Q4 2025 | Jan 08, 2026 |
| Csenge Advisory Group | History | Added to | 25,809 | 2,560 | 0.12% | 0.03% | 113 | +18,544 | 255.25% | Q4 2025 | Feb 06, 2026 |
| Weaver Capital Management LLC | History | Added to | 25,309 | 2,511 | 0.53% | 0.17% | 114 | +17,244 | 213.81% | Q4 2025 | Jan 22, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 24,008 | 2,382 | 0.35% | 0.62% | 115 | -16,391 | -40.57% | Q4 2025 | Feb 03, 2026 |
| Traub Capital Management LLC | History | Added to | 23,961 | 2,377 | 2.29% | 2.29% | 116 | +695 | 2.99% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 23,895 | 2,370 | 0.06% | 0.01% | 117 | +21,395 | 855.8% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 22,533 | 2,235 | 0.01% | 0.01% | 118 | +13,136 | 139.79% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,081 | 2,190 | 0.04% | 0.04% | 119 | +3,329 | 17.75% | Q4 2025 | Feb 03, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 21,972 | 2,180 | 0.27% | 0.33% | 120 | -2,113 | -8.77% | Q4 2025 | Jan 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 21,601 | 2,143 | 0.1% | 0.13% | 121 | -4,446 | -17.07% | Q4 2025 | Feb 13, 2026 |
| Patten Group, Inc. | History | Added to | 21,413 | 2,124 | 0.39% | 0.23% | 122 | +9,754 | 83.66% | Q4 2025 | Jan 23, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 20,838 | 2,067 | 0.23% | 0.19% | 123 | +4,300 | 26.0% | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 20,170 | 2,001 | 0.02% | 0.03% | 124 | -200 | -0.98% | Q4 2025 | Jan 29, 2026 |
| TFR Capital, LLC. | History | Reduced | 19,500 | 1,934 | 0.64% | 0.75% | 125 | -2,952 | -13.15% | Q4 2025 | Jan 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 19,374 | 1,922 | 0.09% | 0.09% | 126 | -444 | -2.24% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 19,188 | 1,903 | 0.02% | 0.02% | 127 | +188 | 0.99% | Q4 2025 | Jan 16, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 19,074 | 1,893 | 0.21% | 0.21% | 128 | +69 | 0.36% | Q4 2025 | Jan 21, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 18,852 | 1,870 | 0.06% | 0.07% | 129 | -530 | -2.73% | Q4 2025 | Feb 03, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 18,709 | 1,856 | 0.67% | 1.45% | 130 | -17,517 | -48.35% | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 18,006 | 1,786 | 0.01% | 0.01% | 131 | -4 | -0.02% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 17,738 | 1,759 | 0.06% | 0.07% | 132 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 17,500 | 1,736 | 0.1% | 0.08% | 133 | +4,848 | 38.32% | Q4 2025 | Feb 04, 2026 |
| One Capital Management, LLC | History | No change | 16,494 | 1,636 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pacific Point Advisors, LLC | History | Added to | 16,089 | 1,596 | 0.85% | 0.89% | 135 | +820 | 5.37% | Q4 2025 | Jan 21, 2026 |
| Values First Advisors, Inc. | History | Added to | 15,734 | 1,561 | 0.81% | 0.75% | 136 | +1,675 | 11.91% | Q4 2025 | Jan 30, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 15,596 | 1,547 | 1.15% | 1.05% | 137 | +2,072 | 15.32% | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | New | 14,882 | 1,476 | 0.0% | — | 138 | +14,882 | New | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 14,834 | 1,471 | 0.01% | 0.02% | 139 | -7,894 | -34.73% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 14,744 | 1,462 | 0.08% | 0.08% | 140 | +139 | 0.95% | Q4 2025 | Jan 13, 2026 |
| BEACON FINANCIAL GROUP | History | New | 13,990 | 1,388 | 0.14% | — | 141 | +13,990 | New | Q4 2025 | Apr 01, 2026 |
| TABLEAUX LLC | History | New | 12,859 | 1,363 | 0.97% | — | 142 | +12,859 | New | Q4 2025 | Feb 17, 2026 |
| Collier Financial | History | Added to | 13,098 | 1,299 | 0.98% | 0.92% | 143 | +789 | 6.41% | Q4 2025 | Feb 12, 2026 |
| SYKON CAPITAL LLC | History | Added to | 12,938 | 1,283 | 0.41% | 0.33% | 144 | +2,994 | 30.11% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 12,890 | 1,278 | 0.0% | 0.0% | 145 | -539 | -4.01% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 12,812 | 1,271 | 0.03% | 0.03% | 146 | -745 | -5.5% | Q4 2025 | Jan 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,342 | 1,224 | 0.02% | 0.02% | 147 | +908 | 7.94% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,319 | 1,222 | 0.02% | 0.03% | 148 | -3,575 | -22.49% | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 12,297 | 1,220 | 0.02% | 0.03% | 149 | -5,554 | -31.11% | Q4 2025 | Feb 10, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 11,776 | 1,168 | 0.63% | 0.67% | 150 | -491 | -4.0% | Q4 2025 | Feb 24, 2026 |
| Belpointe Asset Management LLC | History | Added to | 11,549 | 1,145 | 0.04% | 0.04% | 151 | +546 | 4.96% | Q4 2025 | Jan 27, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 11,421 | 1,133 | 0.79% | 1.41% | 152 | -7,889 | -40.85% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Reduced | 11,188 | 1,112 | 0.01% | 0.01% | 153 | -682 | -5.75% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 10,994 | 1,091 | 0.04% | 0.12% | 154 | -19,247 | -63.65% | Q4 2025 | Feb 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 10,920 | 1,083 | 0.1% | 0.12% | 155 | -980 | -8.24% | Q4 2025 | Jan 30, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 10,789 | 1,070 | 0.14% | — | 156 | +10,789 | New | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 10,497 | 1,041 | 0.05% | 0.05% | 157 | -2,138 | -16.92% | Q4 2025 | Jan 21, 2026 |
| Keystone Financial Group | History | Added to | 10,196 | 1,011 | 0.07% | 0.07% | 158 | +515 | 5.32% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,116 | 1,003 | 0.04% | 0.04% | 159 | -556 | -5.21% | Q4 2025 | Jan 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 9,982 | 990 | 0.17% | 0.18% | 160 | +278 | 2.86% | Q4 2025 | Feb 24, 2026 |
| Premier Private Wealth Management LLC | History | New | 9,851 | 977 | 1.01% | — | 161 | +9,851 | New | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 9,733 | 965 | 0.01% | 0.01% | 162 | -355 | -3.52% | Q4 2025 | Feb 13, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 9,668 | 959 | 0.61% | 0.68% | 163 | -1,035 | -9.67% | Q4 2025 | Jan 15, 2026 |
| Lynx Investment Advisory | History | Added to | 9,658 | 958 | 0.52% | 0.57% | 164 | +135 | 1.42% | Q4 2025 | Feb 05, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 9,345 | 927 | 0.65% | 0.71% | 165 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 9,249 | 917 | 0.02% | 0.02% | 166 | +336 | 3.77% | Q4 2025 | Feb 12, 2026 |
| SteelPeak Wealth, LLC | History | New | 9,110 | 903 | 0.03% | — | 167 | +9,110 | New | Q4 2025 | Jan 20, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 9,051 | 898 | 0.2% | 0.1% | 168 | +4,796 | 112.71% | Q4 2025 | Jan 09, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 8,947 | 887 | 0.21% | 0.17% | 169 | +196 | 2.24% | Q4 2025 | Feb 17, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 8,894 | 882 | 0.38% | 0.4% | 170 | +61 | 0.69% | Q4 2025 | Jan 26, 2026 |
| Nemes Rush Group LLC | History | Added to | 8,772 | 870 | 0.08% | 0.07% | 171 | +1,228 | 16.28% | Q4 2025 | Feb 11, 2026 |
| GK Wealth Management LLC | History | Reduced | 8,671 | 860 | 0.57% | 0.74% | 172 | -1,560 | -15.25% | Q4 2025 | Jan 05, 2026 |
| MCF Advisors LLC | History | Reduced | 8,651 | 858 | 0.05% | 0.07% | 173 | -2,789 | -24.38% | Q4 2025 | Feb 11, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 8,592 | 852 | 0.16% | 0.13% | 174 | +1,471 | 20.66% | Q4 2025 | Feb 09, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 8,580 | 851 | 0.33% | 0.34% | 175 | -180 | -2.05% | Q4 2025 | Feb 13, 2026 |
| XXI WEALTH, LLC | History | New | 8,253 | 818 | 0.5% | — | 176 | +8,253 | New | Q4 2025 | Feb 12, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 7,961 | 789 | 0.02% | 0.02% | 177 | -725 | -8.35% | Q4 2025 | Jan 28, 2026 |
| KPP Advisory Services LLC | History | Reduced | 7,839 | 777 | 0.11% | 0.12% | 178 | -128 | -1.61% | Q4 2025 | Feb 02, 2026 |
| Opulen Financial Group LLC | History | Added to | 7,676 | 761 | 0.55% | 0.56% | 179 | +281 | 3.8% | Q4 2025 | Feb 10, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 7,615 | 755 | 0.06% | 0.08% | 180 | -1,242 | -14.02% | Q4 2025 | Jan 23, 2026 |
| Transcendent Capital Group LLC | History | Added to | 7,598 | 753 | 0.34% | 0.34% | 181 | +24 | 0.32% | Q4 2025 | Jan 26, 2026 |
| Simplicity Wealth,LLC | History | Added to | 7,409 | 735 | 0.04% | 0.02% | 183 | +4,562 | 160.24% | Q4 2025 | Jan 30, 2026 |
| GTS SECURITIES LLC | History | Added to | 7,410 | 735 | 0.03% | 0.02% | 182 | +3,158 | 74.27% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 7,192 | 713 | 0.0% | — | 184 | +7,192 | New | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | New | 6,865 | 681 | 0.03% | — | 185 | +6,865 | New | Q4 2025 | Feb 17, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 6,461 | 641 | 0.45% | 0.49% | 186 | -226 | -3.38% | Q4 2025 | Feb 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,406 | 635 | 0.02% | 0.02% | 187 | +55 | 0.87% | Q4 2025 | Jan 09, 2026 |
| Marex Group plc | History | New | 6,264 | 621 | 0.0% | — | 188 | +6,264 | New | Q4 2025 | Feb 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,903 | 585 | 0.01% | 0.01% | 189 | -2,387 | -28.79% | Q4 2025 | Feb 09, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 5,490 | 544 | 0.02% | 0.02% | 190 | -66 | -1.19% | Q4 2025 | Jan 06, 2026 |
| Manchester Capital Management LLC | History | New | 5,331 | 528 | 0.07% | — | 191 | +5,331 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,286 | 524 | 0.01% | 0.05% | 192 | -13,956 | -72.53% | Q4 2025 | Feb 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 5,291 | 524 | 0.06% | 0.06% | 193 | +18 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 5,252 | 521 | 0.0% | 0.0% | 194 | +240 | 4.79% | Q4 2025 | Feb 12, 2026 |
| Darden Wealth Group Inc | History | No change | 5,209 | 516 | 0.25% | 0.27% | 195 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 5,185 | 514 | 0.09% | — | 196 | +5,185 | New | Q4 2025 | Feb 12, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 5,156 | 512 | 0.13% | — | 197 | +5,156 | New | Q4 2025 | Jan 23, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 5,067 | 502 | 0.16% | 0.08% | 198 | +2,571 | 103.0% | Q4 2025 | Feb 05, 2026 |
| Gibbs Wealth Management | History | Reduced | 4,928 | 489 | 0.12% | 0.14% | 199 | -1,155 | -18.99% | Q4 2025 | Jan 23, 2026 |
| RFG Advisory, LLC | History | Added to | 4,872 | 483 | 0.01% | 0.01% | 200 | +420 | 9.43% | Q4 2025 | Feb 03, 2026 |
| JT Stratford LLC | History | Added to | 4,630 | 459 | 0.06% | 0.06% | 201 | +45 | 0.98% | Q4 2025 | Feb 12, 2026 |
| Convergence Financial, LLC | History | Reduced | 4,467 | 443 | 0.06% | 0.07% | 202 | -401 | -8.24% | Q4 2025 | Feb 11, 2026 |
| INSIGHT 2811, INC. | History | No change | 4,395 | 436 | 0.19% | 0.19% | 203 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 4,259 | 422 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 4,106 | 407 | 0.02% | 0.02% | 205 | -114 | -2.7% | Q4 2025 | Jan 26, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 4,070 | 403 | 0.15% | 0.13% | 206 | +513 | 14.42% | Q4 2025 | Feb 05, 2026 |
| Hilltop Holdings Inc. | History | New | 3,875 | 384 | 0.02% | — | 207 | +3,875 | New | Q4 2025 | Feb 17, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 3,870 | 383 | 0.02% | 0.02% | 208 | -137 | -3.42% | Q4 2025 | Jan 06, 2026 |
| Stokes Family Office, LLC | History | Reduced | 3,850 | 381 | 0.03% | 0.05% | 209 | -1,900 | -33.04% | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,704 | 367 | 0.0% | 0.01% | 210 | -6,788 | -64.7% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | New | 3,516 | 348 | 0.0% | — | 211 | +3,516 | New | Q4 2025 | Feb 17, 2026 |
| May Barnhard Investments LLC | History | Reduced | 3,478 | 345 | 0.16% | 0.17% | 212 | -109 | -3.04% | Q4 2025 | Jan 28, 2026 |
| CacheTech Inc. | History | Reduced | 3,437 | 341 | 0.06% | 0.1% | 213 | -1,708 | -33.2% | Q4 2025 | Feb 18, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 3,314 | 328 | 0.05% | 0.06% | 214 | -494 | -12.97% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | New | 3,299 | 327 | 0.0% | — | 215 | +3,299 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning, LLC | History | New | 3,289 | 322 | 0.07% | — | 216 | +3,289 | New | Q4 2025 | Mar 17, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 3,221 | 319 | 0.01% | 0.02% | 217 | -943 | -22.65% | Q4 2025 | Feb 04, 2026 |
| StoneX Group Inc. | History | Reduced | 3,175 | 315 | 0.01% | 0.01% | 218 | -50 | -1.55% | Q4 2025 | Feb 12, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | No change | 3,180 | 315 | 0.41% | 0.42% | 219 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | New | 3,130 | 310 | 0.0% | — | 220 | +3,130 | New | Q4 2025 | Feb 09, 2026 |
| Principle Wealth Partners LLC | History | No change | 3,122 | 309 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | New | 3,000 | 297 | 0.01% | — | 222 | +3,000 | New | Q4 2025 | Feb 12, 2026 |
| Embree Financial Group | History | Reduced | 2,899 | 287 | 0.04% | 0.06% | 223 | -1,728 | -37.35% | Q4 2025 | Jan 14, 2026 |
| Claro Advisors Inc. | History | New | 2,864 | 284 | 0.04% | — | 224 | +2,864 | New | Q4 2025 | Feb 17, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | New | 2,824 | 280 | 0.26% | — | 225 | +2,824 | New | Q4 2025 | Feb 12, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 2,734 | 271 | 0.19% | 0.21% | 226 | -46 | -1.65% | Q4 2025 | Feb 03, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 2,715 | 269 | 0.07% | 0.08% | 227 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,700 | 267 | 0.01% | 0.01% | 228 | -500 | -15.63% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 2,560 | 253 | 0.0% | 0.0% | 229 | -580 | -18.47% | Q4 2025 | Feb 13, 2026 |
| Destination Wealth Management | History | No change | 2,547 | 252 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hofer & Associates. Inc | History | No change | 2,534 | 251 | 0.13% | 0.14% | 231 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,529 | 250 | 0.02% | 0.02% | 232 | -150 | -5.6% | Q4 2025 | Jan 26, 2026 |
| Invst, LLC | History | Added to | 2,491 | 247 | 0.03% | 0.03% | 233 | +24 | 0.97% | Q4 2025 | Feb 11, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 2,394 | 237 | 0.03% | 0.04% | 234 | -681 | -22.15% | Q4 2025 | Jan 21, 2026 |
| Northwest Capital Management Inc | History | No change | 2,325 | 230 | 1.0% | 0.24% | 235 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 2,266 | 224 | 0.08% | 0.09% | 236 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Strategic Blueprint, LLC | History | New | 2,176 | 215 | 0.01% | — | 238 | +2,176 | New | Q4 2025 | Jan 30, 2026 |
| Camelot Portfolios, LLC | History | No change | 2,169 | 215 | 0.13% | 0.13% | 237 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 2,040 | 202 | 0.01% | 0.01% | 239 | -116 | -5.38% | Q4 2025 | Feb 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 2,039 | 202 | 0.06% | 0.07% | 240 | +15 | 0.74% | Q4 2025 | Feb 11, 2026 |
| Revisor Wealth Management LLC | History | New | 2,018 | 200 | 0.05% | — | 241 | +2,018 | New | Q4 2025 | Jan 27, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 1,636 | 162 | 0.08% | 0.54% | 242 | -7,308 | -81.71% | Q4 2025 | Jan 30, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,629 | 161 | 0.01% | 0.01% | 243 | +287 | 21.39% | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | Added to | 1,409 | 139 | 0.01% | 0.01% | 244 | +24 | 1.73% | Q4 2025 | Jan 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,360 | 134 | 0.0% | 0.0% | 245 | -167 | -10.94% | Q4 2025 | Jan 26, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 1,180 | 117 | 0.06% | 0.06% | 246 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,100 | 109 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,008 | 100 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 870 | 86 | 0.02% | 0.02% | 249 | +3 | 0.35% | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 593 | 58 | 0.0% | 0.0% | 250 | -36 | -5.72% | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 562 | 55 | 0.06% | 0.06% | 251 | +8 | 1.44% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | Added to | 438 | 43 | 0.01% | 0.01% | 252 | +12 | 2.82% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | Reduced | 366 | 36 | 0.01% | 0.03% | 253 | -648 | -63.91% | Q4 2025 | Feb 10, 2026 |
| Meramec Financial Planners, LLC | History | New | 300 | 29 | 0.01% | — | 254 | +300 | New | Q4 2025 | Feb 10, 2026 |
| Pflug Koory, LLC | History | Added to | 267 | 26 | 0.01% | 0.01% | 255 | +3 | 1.14% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 252 | 25 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clean Yield Group | History | No change | 250 | 24 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 199 | 19 | 0.0% | 0.0% | 258 | -27 | -11.95% | Q4 2025 | Jan 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 100 | 9 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SouthState Bank Corp | History | New | 63 | 6 | 0.0% | — | 260 | +63 | New | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 66 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Twin Lakes Capital Management, LLC | History | New | 25 | 2 | 0.0% | — | 263 | +25 | New | Q4 2025 | Feb 04, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -513,072 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,190 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.15% | — | -25,564 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,859 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -16,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Mills Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -13,810 | -100.0% | Q3 2025 | Oct 10, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,335 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -8,253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Donor Advised Charitable Giving, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,734 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Marks Wealth, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,233 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,237 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Midwest Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -4,171 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -3,857 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Leading Edge Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,754 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ABLE Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,500 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Legacy CG, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,435 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,428 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Premier Path Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,321 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,125 | -100.0% | Q3 2025 | Oct 10, 2025 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,042 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,038 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,152 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Luminist Capital LLC | History | Reduced | 2 | 0 | — | 0.04% | — | -514 | -99.61% | Q4 2025 | Feb 13, 2026 |
| JDM Financial Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -178 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |