Bitwise Bitcoin ETF - BITB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 56 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,605,179 | 171,462 | 0.07% | 0.09% | 1 | +102,140 | 2.92% | Q4 2025 | Feb 17, 2026 |
| ParaFi Capital LP | History | No change | 1,960,000 | 93,217 | 26.01% | 26.43% | 2 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 1,105,512 | 52,578 | 0.23% | 0.28% | 3 | +315,860 | 40.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 821,082 | 39,050 | 0.01% | 0.0% | 4 | +627,405 | 323.94% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 783,408 | 37,258 | 0.0% | 0.0% | 5 | +519,644 | 197.01% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 775,287 | 36,872 | 0.02% | 0.03% | 6 | +82,186 | 11.86% | Q4 2025 | Feb 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 768,789 | 36,563 | 2.52% | 2.85% | 7 | +122,276 | 18.91% | Q4 2025 | Feb 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 553,814 | 26,339 | 0.0% | 0.01% | 8 | -705,214 | -56.01% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Reduced | 479,204 | 22,790 | 0.05% | 0.07% | 9 | -53,065 | -9.97% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 465,184 | 22,124 | 0.0% | 0.0% | 10 | +141,832 | 43.86% | Q4 2025 | Feb 17, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Reduced | 449,780 | 21,391 | 8.17% | 9.77% | 11 | -99,619 | -18.13% | Q4 2025 | Feb 13, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 336,325 | 15,995 | 1.38% | 0.11% | 13 | +322,613 | 2352.78% | Q4 2025 | Jan 26, 2026 |
| Pine Ridge Advisers LLC | History | No change | 336,325 | 15,995 | 0.95% | 1.25% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sculptor Capital LP | History | Reduced | 321,399 | 15,285 | 0.16% | 0.4% | 14 | -229,879 | -41.7% | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 311,959 | 14,836 | 1.13% | 1.22% | 15 | +62,757 | 25.18% | Q4 2025 | Jan 07, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 299,225 | 14,231 | 0.37% | — | 16 | +299,225 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 290,739 | 13,827 | 0.04% | 0.02% | 17 | +194,159 | 201.03% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 278,351 | 13,238 | 0.04% | 0.05% | 18 | +27,812 | 11.1% | Q4 2025 | Jan 26, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 255,890 | 12,170 | 1.0% | 1.32% | 19 | +9,625 | 3.91% | Q4 2025 | Jan 27, 2026 |
| Ankerstar Wealth, LLC | History | New | 216,080 | 10,276 | 10.23% | — | 20 | +216,080 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 207,107 | 9,849 | 0.01% | 0.0% | 21 | +139,165 | 204.83% | Q4 2025 | Feb 06, 2026 |
| Fielder Capital Group LLC | History | Reduced | 203,873 | 9,696 | 2.06% | 2.9% | 22 | -902 | -0.44% | Q4 2025 | Feb 10, 2026 |
| Refined Wealth Management | History | Added to | 199,766 | 9,500 | 6.39% | 7.51% | 23 | +12,038 | 6.41% | Q4 2025 | Jan 15, 2026 |
| Crumly & Associates Inc. | History | Added to | 194,851 | 9,267 | 1.94% | 2.11% | 24 | +39,497 | 25.42% | Q4 2025 | Jan 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 193,511 | 9,203 | 0.75% | 1.14% | 25 | -18,689 | -8.81% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 179,964 | 8,559 | 0.06% | 0.09% | 26 | +3,214 | 1.82% | Q4 2025 | Feb 12, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 178,477 | 8,488 | 1.87% | 2.45% | 27 | -1,671 | -0.93% | Q4 2025 | Feb 13, 2026 |
| Avenir Tech Ltd | History | New | 173,163 | 8,235 | 0.76% | — | 28 | +173,163 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 157,940 | 7,936 | 0.01% | 0.01% | 29 | +50,157 | 46.54% | Q4 2025 | Jan 08, 2026 |
| Vise Technologies, Inc. | History | Added to | 165,386 | 7,865 | 0.15% | 0.11% | 30 | +119,490 | 260.35% | Q4 2025 | Feb 11, 2026 |
| Elequin Capital, LP | History | Reduced | 160,000 | 7,609 | 0.57% | 1.33% | 31 | -233,733 | -59.36% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 159,352 | 7,578 | 0.02% | 0.02% | 32 | +23,326 | 17.15% | Q4 2025 | Feb 13, 2026 |
| Artemis Wealth Advisors, LLC | History | No change | 150,000 | 7,134 | 1.03% | 1.02% | 33 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Carter Financial Group, INC. | History | Added to | 134,982 | 6,419 | 3.81% | 4.86% | 34 | +5,548 | 4.29% | Q4 2025 | Feb 13, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 132,620 | 6,307 | 0.88% | 1.01% | 35 | +21,703 | 19.57% | Q4 2025 | Jan 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 122,295 | 5,816 | 0.04% | 0.04% | 36 | +31,654 | 34.92% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 122,282 | 5,815 | 0.03% | 0.01% | 37 | +98,835 | 421.53% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 114,480 | 5,444 | 0.0% | 0.01% | 38 | -644 | -0.56% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 114,328 | 5,437 | 0.01% | 0.02% | 39 | -18,043 | -13.63% | Q4 2025 | Feb 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 112,343 | 5,343 | 0.24% | 0.31% | 40 | +4,146 | 3.83% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 112,213 | 5,336 | 0.02% | 0.02% | 41 | +14,812 | 15.21% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 111,234 | 5,290 | 0.0% | 0.0% | 42 | -31,083 | -21.84% | Q4 2025 | Feb 10, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 111,163 | 5,286 | 1.11% | 1.12% | 43 | +41,918 | 60.54% | Q4 2025 | Feb 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 106,412 | 5,060 | 1.39% | 1.81% | 44 | -374 | -0.35% | Q4 2025 | Feb 04, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 105,408 | 5,013 | 1.23% | 1.18% | 45 | +31,130 | 41.91% | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 101,484 | 4,826 | 0.5% | 0.04% | 46 | +94,691 | 1393.95% | Q4 2025 | Jan 27, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 100,358 | 4,773 | 0.82% | — | 47 | +100,358 | New | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Reduced | 98,145 | 4,667 | 0.07% | 0.09% | 48 | -102 | -0.1% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 92,608 | 4,404 | 0.0% | 0.0% | 49 | +17,535 | 23.36% | Q4 2025 | Feb 17, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 92,406 | 4,394 | 3.22% | 4.4% | 50 | +2,647 | 2.95% | Q4 2025 | Feb 20, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 89,003 | 4,232 | 0.28% | 0.3% | 51 | +19,830 | 28.67% | Q4 2025 | Apr 02, 2026 |
| Proficio Capital Partners LLC | History | Added to | 87,619 | 4,167 | 0.29% | 0.15% | 52 | +53,452 | 156.44% | Q4 2025 | Feb 12, 2026 |
| DRW Securities, LLC | History | New | 82,241 | 3,911 | 0.1% | — | 53 | +82,241 | New | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 79,700 | 3,790 | 0.01% | 0.0% | 54 | +65,100 | 445.89% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 78,856 | 3,750 | 0.01% | 0.01% | 55 | +1,841 | 2.39% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 73,414 | 3,661 | 0.0% | 0.0% | 56 | +39,351 | 115.52% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 70,341 | 3,345 | 0.0% | 0.0% | 57 | +4,942 | 7.56% | Q4 2025 | Feb 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 69,785 | 3,318 | 0.93% | 1.25% | 58 | -4,647 | -6.24% | Q4 2025 | Jan 15, 2026 |
| Claro Advisors Inc. | History | Reduced | 68,116 | 3,239 | 0.44% | 0.62% | 59 | -55 | -0.08% | Q4 2025 | Feb 17, 2026 |
| WT Wealth Management | History | Added to | 67,945 | 3,231 | 0.93% | 1.05% | 60 | +9,494 | 16.24% | Q4 2025 | Feb 02, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 65,328 | 3,107 | 1.35% | 1.88% | 61 | +2,861 | 4.58% | Q4 2025 | Jan 23, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 65,119 | 3,097 | 0.22% | 0.26% | 62 | +3,800 | 6.2% | Q4 2025 | Jan 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 63,967 | 3,042 | 0.04% | 0.09% | 63 | -28,245 | -30.63% | Q4 2025 | Feb 09, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 62,850 | 2,989 | 0.05% | 0.05% | 64 | +16,463 | 35.49% | Q4 2025 | Jan 22, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 59,895 | 2,848 | 0.03% | 0.04% | 65 | +11,466 | 23.68% | Q4 2025 | Feb 10, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 59,655 | 2,837 | 0.63% | 0.65% | 66 | +14,139 | 31.06% | Q4 2025 | Jan 12, 2026 |
| Balance Wealth, LLC | History | Added to | 57,308 | 2,725 | 0.87% | 0.53% | 67 | +22,567 | 64.96% | Q4 2025 | Jan 21, 2026 |
| Walleye Trading LLC | History | Added to | 55,146 | 2,622 | 0.0% | 0.0% | 68 | +13,100 | 31.16% | Q4 2025 | Feb 13, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 53,779 | 2,558 | 0.6% | 0.0% | 69 | +53,544 | 22784.68% | Q4 2025 | Feb 10, 2026 |
| VANCE WEALTH, LLC | History | Added to | 51,790 | 2,463 | 0.73% | 0.82% | 70 | +8,710 | 20.22% | Q4 2025 | Feb 17, 2026 |
| a16z Perennial Management, L.P. | History | Added to | 50,502 | 2,401 | 0.18% | 0.08% | 71 | +34,541 | 216.41% | Q4 2025 | Feb 10, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 49,761 | 2,366 | 1.91% | — | 72 | +49,761 | New | Q4 2025 | Feb 10, 2026 |
| Embree Financial Group | History | Reduced | 45,331 | 2,155 | 0.26% | 0.39% | 73 | -2,028 | -4.28% | Q4 2025 | Jan 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 44,415 | 2,112 | 0.04% | 0.05% | 74 | +3,428 | 8.36% | Q4 2025 | Jan 16, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 43,873 | 2,086 | 1.25% | 1.59% | 75 | +2,514 | 6.08% | Q4 2025 | Jan 21, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 43,606 | 2,073 | 0.09% | 0.23% | 76 | -40,493 | -48.15% | Q4 2025 | Jan 06, 2026 |
| MRP Capital Investments, LLC | History | Added to | 42,400 | 2,016 | 1.69% | 1.57% | 77 | +11,142 | 35.65% | Q4 2025 | Feb 09, 2026 |
| Ovata Capital Management Ltd | History | No change | 39,977 | 1,896 | 0.23% | 0.5% | 78 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Mason & Associates Inc | History | Added to | 39,204 | 1,864 | 0.35% | 0.38% | 79 | +8,652 | 28.32% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | New | 36,285 | 1,725 | 0.02% | — | 80 | +36,285 | New | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | Added to | 35,403 | 1,683 | 0.69% | 0.79% | 81 | +2,476 | 7.52% | Q4 2025 | Jan 15, 2026 |
| FF Advisors,LLC | History | Added to | 35,325 | 1,680 | 0.75% | 1.05% | 82 | +137 | 0.39% | Q4 2025 | Feb 13, 2026 |
| RPO LLC | History | Reduced | 31,900 | 1,517 | 0.16% | 0.4% | 83 | -29,585 | -48.12% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 31,550 | 1,505 | 0.1% | 0.14% | 84 | +1,643 | 5.49% | Q4 2025 | Jan 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 30,926 | 1,470 | 0.18% | 0.24% | 85 | +778 | 2.58% | Q4 2025 | Jan 07, 2026 |
| Well Done, LLC | History | Added to | 30,684 | 1,459 | 0.22% | 0.18% | 86 | +14,003 | 83.95% | Q4 2025 | Jan 13, 2026 |
| Savant Capital, LLC | History | Added to | 30,053 | 1,429 | 0.01% | 0.0% | 87 | +25,756 | 599.39% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 29,923 | 1,423 | 0.0% | 0.0% | 88 | +75 | 0.25% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 29,205 | 1,388 | 0.04% | 0.01% | 89 | +17,223 | 143.74% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 28,459 | 1,354 | 0.08% | 0.12% | 90 | -1,154 | -3.9% | Q4 2025 | Feb 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | New | 27,687 | 1,346 | 0.3% | — | 91 | +27,687 | New | Q4 2025 | Feb 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 26,869 | 1,277 | 0.03% | 0.03% | 92 | +4,363 | 19.39% | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Added to | 26,828 | 1,275 | 0.01% | 0.02% | 93 | +4,689 | 21.18% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 25,992 | 1,236 | 0.01% | 0.01% | 94 | -7,855 | -23.21% | Q4 2025 | Feb 12, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 25,674 | 1,221 | 0.4% | 0.28% | 95 | +11,662 | 83.23% | Q4 2025 | Jan 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 24,165 | 1,149 | 0.03% | 0.04% | 96 | +1,635 | 7.26% | Q4 2025 | Jan 23, 2026 |
| Bonfire Financial | History | Added to | 24,157 | 1,148 | 0.86% | 1.07% | 97 | +1,771 | 7.91% | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 24,120 | 1,147 | 0.01% | 0.01% | 98 | -2,401 | -9.05% | Q4 2025 | Feb 17, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 24,070 | 1,144 | 0.67% | 1.38% | 99 | -12,940 | -34.96% | Q4 2025 | Jan 28, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 23,949 | 1,139 | 0.1% | 0.13% | 100 | -155 | -0.64% | Q4 2025 | Feb 03, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 23,501 | 1,117 | 0.04% | 0.1% | 101 | -17,199 | -42.26% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 23,357 | 1,110 | 0.02% | 0.03% | 102 | +1,612 | 7.41% | Q4 2025 | Feb 06, 2026 |
| New Harbor Financial Group, LLC | History | No change | 22,969 | 1,092 | 0.2% | 0.29% | 103 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Choate Investment Advisors | History | Added to | 22,711 | 1,080 | 0.02% | 0.01% | 104 | +13,290 | 141.07% | Q4 2025 | Feb 09, 2026 |
| EVOKE WEALTH, LLC | History | New | 22,585 | 1,074 | 0.02% | — | 105 | +22,585 | New | Q4 2025 | Feb 06, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 22,240 | 1,057 | 0.47% | 0.17% | 106 | +15,200 | 215.91% | Q4 2025 | Jan 30, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 21,849 | 1,039 | 0.39% | 0.61% | 107 | -2,010 | -8.42% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 19,863 | 1,030 | 0.03% | 0.03% | 108 | +4,799 | 31.86% | Q4 2025 | Jan 23, 2026 |
| BBR PARTNERS, LLC | History | No change | 21,500 | 1,022 | 0.05% | 0.08% | 109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 21,298 | 1,012 | 0.1% | 0.13% | 110 | +136 | 0.64% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Added to | 21,179 | 1,007 | 0.06% | 0.06% | 111 | +4,748 | 28.9% | Q4 2025 | Feb 04, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 21,040 | 1,000 | 0.98% | — | 112 | +21,040 | New | Q4 2025 | Mar 27, 2026 |
| Emerald Advisors, LLC | History | Added to | 20,372 | 968 | 0.13% | 0.15% | 113 | +2,199 | 12.1% | Q4 2025 | Jan 27, 2026 |
| Concentrum Wealth Management | History | Added to | 20,086 | 955 | 0.27% | 0.18% | 114 | +9,892 | 97.04% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 19,993 | 950 | 0.0% | 0.0% | 115 | +1,260 | 6.73% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 19,885 | 945 | 0.03% | 0.04% | 116 | -3,427 | -14.7% | Q4 2025 | Jan 23, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 19,326 | 919 | 0.04% | 0.04% | 117 | +5,763 | 42.49% | Q4 2025 | Feb 04, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 18,850 | 896 | 0.12% | — | 118 | +18,850 | New | Q4 2025 | Feb 12, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 18,762 | 892 | 0.05% | 0.07% | 119 | -249 | -1.31% | Q4 2025 | Feb 06, 2026 |
| Intellectus Partners, LLC | History | Added to | 18,350 | 872 | 0.17% | 0.13% | 120 | +7,650 | 71.5% | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 18,246 | 867 | 0.0% | 0.0% | 121 | +11,011 | 152.19% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Partners, LLC | History | New | 17,150 | 815 | 0.06% | — | 122 | +17,150 | New | Q4 2025 | Jan 27, 2026 |
| Echo45 Advisors LLC | History | Added to | 17,149 | 815 | 0.47% | 0.48% | 123 | +3,901 | 29.45% | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | New | 17,077 | 812 | 0.03% | — | 125 | +17,077 | New | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 17,086 | 812 | 0.01% | 0.01% | 124 | +1,210 | 7.62% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 17,049 | 810 | 0.01% | 0.01% | 126 | +334 | 2.0% | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,986 | 807 | 0.02% | 0.06% | 127 | -21,744 | -56.14% | Q4 2025 | Feb 13, 2026 |
| Keel Point, LLC | History | Added to | 16,855 | 801 | 0.05% | 0.05% | 128 | +4,068 | 31.81% | Q4 2025 | Feb 12, 2026 |
| Archer Investment Management, LLC | History | Reduced | 16,669 | 792 | 0.43% | 0.69% | 129 | -1,403 | -7.76% | Q4 2025 | Jan 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 15,975 | 759 | 0.07% | 0.1% | 130 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | New | 15,640 | 743 | 0.0% | — | 131 | +15,640 | New | Q4 2025 | Mar 16, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 15,392 | 732 | 0.39% | 0.48% | 132 | +1,718 | 12.56% | Q4 2025 | Jan 26, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 15,352 | 730 | 0.43% | 0.95% | 133 | -7,538 | -32.93% | Q4 2025 | Feb 10, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 15,235 | 724 | 0.2% | 0.22% | 134 | +2,804 | 22.56% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,972 | 712 | 0.0% | 0.0% | 135 | -150 | -0.99% | Q4 2025 | Feb 17, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 14,947 | 710 | 0.11% | 0.1% | 136 | +5,349 | 55.73% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,812 | 704 | 0.01% | 0.03% | 137 | -19,519 | -56.86% | Q4 2025 | Jan 23, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 14,287 | 700 | 0.16% | 0.05% | 138 | +10,952 | 328.4% | Q4 2025 | Jan 23, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 17,227 | 662 | 0.28% | 0.84% | 139 | -9,961 | -36.64% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 13,544 | 644 | 0.01% | 0.01% | 140 | +7,252 | 115.26% | Q4 2025 | Feb 10, 2026 |
| Bosman Wealth Management, LLC | History | New | 13,500 | 642 | 0.53% | — | 141 | +13,500 | New | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 13,069 | 621 | 0.02% | 0.01% | 142 | +5,471 | 72.01% | Q4 2025 | Feb 09, 2026 |
| Hudson Value Partners, LLC | History | Reduced | 12,754 | 606 | 0.18% | 0.25% | 143 | -432 | -3.28% | Q4 2025 | Jan 28, 2026 |
| Miller Global Investments, LLC | History | New | 12,515 | 595 | 0.54% | — | 144 | +12,515 | New | Q4 2025 | Jan 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 12,265 | 583 | 0.01% | 0.01% | 145 | +3,532 | 40.44% | Q4 2025 | Jan 28, 2026 |
| LPL Financial LLC | History | Added to | 12,101 | 575 | 0.0% | 0.0% | 146 | +228 | 1.92% | Q4 2025 | Feb 11, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 12,035 | 572 | 0.37% | 0.64% | 147 | +368 | 3.15% | Q4 2025 | Feb 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 11,999 | 570 | 0.07% | 0.06% | 148 | +5,076 | 73.32% | Q4 2025 | Feb 10, 2026 |
| CRA Financial Services, LLC | History | Added to | 11,973 | 569 | 0.07% | 0.09% | 149 | +893 | 8.06% | Q4 2025 | Jan 16, 2026 |
| Dakota Wealth Management | History | Reduced | 11,961 | 568 | 0.01% | 0.02% | 150 | -1,056 | -8.11% | Q4 2025 | Jan 13, 2026 |
| StoneX Group Inc. | History | Reduced | 11,876 | 564 | 0.02% | 0.12% | 151 | -32,446 | -73.21% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,850 | 563 | 0.0% | 0.0% | 152 | -139 | -1.16% | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 11,734 | 558 | 0.08% | 0.11% | 153 | -174 | -1.46% | Q4 2025 | Jan 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 11,593 | 551 | 0.02% | 0.02% | 154 | +4,363 | 60.35% | Q4 2025 | Jan 21, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 11,594 | 551 | 0.14% | 0.19% | 155 | -4 | -0.03% | Q4 2025 | Jan 23, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 11,031 | 524 | 0.15% | 0.17% | 156 | +1,117 | 11.27% | Q4 2025 | Jan 13, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 10,932 | 519 | 0.16% | 0.18% | 157 | +2,209 | 25.32% | Q4 2025 | Jan 12, 2026 |
| Revisor Wealth Management LLC | History | Added to | 10,468 | 506 | 0.14% | 0.19% | 158 | +2,171 | 26.17% | Q4 2025 | Jan 27, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 10,635 | 505 | 0.04% | 0.02% | 160 | +7,144 | 204.64% | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 10,638 | 505 | 0.01% | 0.01% | 159 | -5,504 | -34.1% | Q4 2025 | Feb 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 10,589 | 503 | 0.07% | 0.15% | 161 | -4,911 | -31.68% | Q4 2025 | Jan 21, 2026 |
| Venture Visionary Partners LLC | History | No change | 10,424 | 495 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 10,397 | 494 | 0.02% | 0.02% | 163 | +510 | 5.16% | Q4 2025 | Jan 06, 2026 |
| Virtu Financial LLC | History | Reduced | 10,368 | 493 | 0.02% | 0.77% | 164 | -211,331 | -95.32% | Q4 2025 | Feb 23, 2026 |
| HUB Investment Partners, LLC | History | New | 10,153 | 482 | 0.01% | — | 165 | +10,153 | New | Q4 2025 | Feb 17, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 10,073 | 479 | 0.2% | 0.27% | 166 | +351 | 3.61% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 10,044 | 477 | 0.01% | 0.0% | 167 | +8,834 | 730.08% | Q4 2025 | Jan 20, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 9,922 | 471 | 0.01% | — | 168 | +9,922 | New | Q4 2025 | Feb 17, 2026 |
| Evanson Asset Management, LLC | History | New | 9,738 | 463 | 0.02% | — | 169 | +9,738 | New | Q4 2025 | Jan 12, 2026 |
| JBR Co Financial Management Inc | History | Added to | 9,432 | 448 | 0.19% | 0.2% | 170 | +2,021 | 27.27% | Q4 2025 | Jan 06, 2026 |
| Wick Capital Partners, LLC | History | New | 9,327 | 443 | 0.08% | — | 171 | +9,327 | New | Q4 2025 | Mar 02, 2026 |
| Weaver Consulting Group | History | Added to | 9,308 | 442 | 0.11% | 0.06% | 172 | +5,555 | 148.01% | Q4 2025 | Feb 10, 2026 |
| Empower Advisory Group, LLC | History | Added to | 9,267 | 440 | 0.0% | 0.0% | 173 | +2,997 | 47.8% | Q4 2025 | Feb 12, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 9,000 | 428 | 0.05% | 0.07% | 174 | -500 | -5.26% | Q4 2025 | Jan 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 8,994 | 427 | 0.05% | 0.05% | 175 | +1,961 | 27.88% | Q4 2025 | Feb 18, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,888 | 422 | 0.01% | 0.01% | 176 | -141 | -1.56% | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 8,025 | 416 | 0.02% | 0.01% | 177 | +6,189 | 337.09% | Q4 2025 | Jan 21, 2026 |
| Sunpointe, LLC | History | Added to | 8,357 | 397 | 0.13% | 0.17% | 178 | +702 | 9.17% | Q4 2025 | Jan 23, 2026 |
| Drucker Wealth 3.0, LLC | History | New | 8,282 | 393 | 0.07% | — | 179 | +8,282 | New | Q4 2025 | Feb 03, 2026 |
| Stenger Family Office, LLC | History | Reduced | 8,270 | 393 | 0.08% | 0.12% | 180 | -807 | -8.89% | Q4 2025 | Mar 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 8,187 | 389 | 0.01% | 0.01% | 181 | +224 | 2.81% | Q4 2025 | Feb 17, 2026 |
| Harbour Wealth Management Group, Inc. | History | New | 8,165 | 388 | 0.3% | — | 182 | +8,165 | New | Q4 2025 | Feb 19, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 8,046 | 382 | 0.26% | — | 183 | +8,046 | New | Q4 2025 | Jan 22, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 8,009 | 380 | 0.26% | 0.31% | 184 | +487 | 6.47% | Q4 2025 | Feb 04, 2026 |
| Allie Family Office LLC | History | New | 7,765 | 369 | 0.17% | — | 186 | +7,765 | New | Q4 2025 | Feb 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 7,759 | 369 | 0.04% | — | 185 | +7,759 | New | Q4 2025 | Jan 27, 2026 |
| Crown Wealth Group, LLC | History | Added to | 7,660 | 364 | 0.1% | 0.07% | 187 | +4,014 | 110.09% | Q4 2025 | Jan 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 7,620 | 362 | 0.0% | 0.0% | 188 | -757 | -9.04% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 7,609 | 361 | 0.0% | 0.01% | 189 | +312 | 4.28% | Q4 2025 | Feb 03, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 7,587 | 360 | 0.02% | 0.01% | 190 | +2,531 | 50.06% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 7,432 | 353 | 0.01% | 0.01% | 191 | +4,033 | 118.65% | Q4 2025 | Feb 12, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 7,409 | 352 | 0.03% | 0.05% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,287 | 346 | 0.0% | 0.0% | 193 | +756 | 11.58% | Q4 2025 | Feb 12, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 7,283 | 346 | 0.1% | 0.14% | 194 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Nikulski Financial, Inc. | History | New | 7,271 | 345 | 0.08% | — | 196 | +7,271 | New | Q4 2025 | Jan 15, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,259 | 345 | 0.0% | — | 195 | +7,259 | New | Q4 2025 | Feb 18, 2026 |
| GK Wealth Management LLC | History | Reduced | 7,152 | 340 | 0.23% | 0.33% | 197 | -110 | -1.51% | Q4 2025 | Jan 05, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 7,072 | 336 | 0.0% | 0.0% | 198 | +4,480 | 172.84% | Q4 2025 | Feb 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 7,085 | 336 | 0.04% | 0.05% | 199 | +8 | 0.11% | Q4 2025 | Jan 14, 2026 |
| SIH Partners, LLLP | History | Reduced | 6,966 | 331 | 0.01% | 0.07% | 200 | -30,091 | -81.2% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 6,927 | 330 | 0.0% | 0.0% | 201 | -264 | -3.67% | Q4 2025 | Feb 11, 2026 |
| SteelPeak Wealth, LLC | History | No change | 6,800 | 323 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WorthPointe, LLC | History | No change | 6,668 | 317 | 0.08% | 0.16% | 203 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MCF Advisors LLC | History | No change | 6,614 | 314 | 0.02% | 0.03% | 204 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sankala Group LLC | History | New | 8,801 | 313 | 0.25% | — | 207 | +8,801 | New | Q4 2025 | Mar 02, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 6,587 | 313 | 0.1% | — | 205 | +6,587 | New | Q4 2025 | Feb 12, 2026 |
| Daviman Financial, LLC | History | New | 6,587 | 313 | 0.18% | — | 206 | +6,587 | New | Q4 2025 | Feb 06, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 6,578 | 312 | 0.13% | 0.2% | 208 | -677 | -9.33% | Q4 2025 | Jan 23, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 6,558 | 311 | 0.07% | 0.15% | 210 | -2,851 | -30.3% | Q4 2025 | Jan 09, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 6,530 | 311 | 0.01% | 0.02% | 209 | +238 | 3.78% | Q4 2025 | Feb 10, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 6,484 | 308 | 0.12% | — | 211 | +6,484 | New | Q4 2025 | Feb 13, 2026 |
| Ballew Advisors, Inc | History | No change | 6,005 | 308 | 0.17% | 0.2% | 212 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Freedom Financial Partners LLC | History | Added to | 6,411 | 304 | 0.11% | 0.13% | 214 | +791 | 14.07% | Q4 2025 | Jan 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,401 | 304 | 0.0% | 0.0% | 213 | +25 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 6,105 | 290 | 0.04% | 0.06% | 215 | -625 | -9.29% | Q4 2025 | Feb 10, 2026 |
| Vantage Point Financial LLC | History | No change | 6,056 | 288 | 0.1% | 0.15% | 216 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Global View Capital Management LLC | History | No change | 5,843 | 277 | 0.05% | 0.08% | 217 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,795 | 275 | 0.0% | 0.0% | 218 | +2,160 | 59.42% | Q4 2025 | Feb 18, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 5,761 | 273 | 0.02% | 0.02% | 219 | +824 | 16.69% | Q4 2025 | Feb 17, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 5,665 | 269 | 0.15% | — | 220 | +5,665 | New | Q4 2025 | Jan 15, 2026 |
| Upper Left Wealth Management, LLC | History | New | 5,627 | 267 | 0.16% | — | 223 | +5,627 | New | Q4 2025 | Jan 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 5,632 | 267 | 0.01% | 0.02% | 221 | -424 | -7.0% | Q4 2025 | Feb 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 5,615 | 267 | 0.04% | 0.06% | 222 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,602 | 266 | 0.0% | 0.01% | 224 | +148 | 2.71% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,490 | 261 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ELLERSON GROUP INC /ADV | History | Reduced | 5,457 | 259 | 0.18% | 0.3% | 226 | -2,303 | -29.68% | Q4 2025 | Feb 09, 2026 |
| FULTON BANK, N.A. | History | New | 5,411 | 257 | 0.01% | — | 227 | +5,411 | New | Q4 2025 | Jan 08, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 5,409 | 257 | 0.02% | 0.03% | 228 | -1,561 | -22.4% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Reduced | 5,325 | 253 | 0.0% | 0.0% | 229 | -684 | -11.38% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 5,317 | 252 | 0.02% | — | 230 | +5,317 | New | Q4 2025 | Feb 12, 2026 |
| Harvest Investment Services, LLC | History | New | 5,262 | 250 | 0.05% | — | 231 | +5,262 | New | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 5,237 | 249 | 0.0% | 0.0% | 232 | -368 | -6.57% | Q4 2025 | Jan 21, 2026 |
| Apriem Advisors | History | No change | 5,214 | 247 | 0.02% | 0.03% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 5,186 | 246 | 0.01% | 0.02% | 234 | +576 | 12.49% | Q4 2025 | Jan 28, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 5,162 | 245 | 0.19% | 0.76% | 235 | -9,851 | -65.62% | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,916 | 233 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,872 | 231 | 0.0% | 0.0% | 237 | +4,147 | 572.0% | Q4 2025 | Feb 11, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 4,860 | 231 | 0.04% | 0.05% | 239 | -422 | -7.99% | Q4 2025 | Jan 07, 2026 |
| World Investment Advisors | History | Added to | 4,869 | 231 | 0.0% | 0.01% | 238 | +69 | 1.44% | Q4 2025 | Mar 12, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | New | 4,764 | 226 | 0.07% | — | 240 | +4,764 | New | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,737 | 225 | 0.0% | 0.0% | 241 | +1,370 | 40.69% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 4,710 | 224 | 0.02% | — | 242 | +4,710 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 4,658 | 221 | 0.0% | — | 243 | +4,658 | New | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,613 | 219 | 0.0% | 0.0% | 244 | -745 | -13.9% | Q4 2025 | Feb 13, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 4,533 | 215 | 0.08% | 0.1% | 245 | +783 | 20.88% | Q4 2025 | Jan 28, 2026 |
| RFG Advisory, LLC | History | New | 4,368 | 207 | 0.0% | — | 246 | +4,368 | New | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Added to | 3,551 | 168 | 0.0% | — | 247 | +3,550 | 355000.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,665 | 126 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Quaker Wealth Management, LLC | History | No change | 2,613 | 124 | 0.04% | 0.05% | 249 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Clark Wealth Partners | History | No change | 2,503 | 119 | 0.07% | 0.07% | 250 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,355 | 112 | 0.0% | 0.0% | 252 | +2,278 | 2958.44% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,375 | 112 | 0.01% | 0.0% | 251 | +2,175 | 1087.5% | Q4 2025 | Feb 10, 2026 |
| Fairway Wealth LLC | History | Added to | 2,314 | 110 | 0.03% | 0.03% | 254 | +637 | 37.98% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 2,320 | 110 | 0.01% | 0.02% | 253 | +5 | 0.22% | Q4 2025 | Feb 10, 2026 |
| ROSS\JOHNSON & Associates LLC | History | Added to | 2,126 | 101 | 1.88% | 2.47% | 255 | +6 | 0.28% | Q4 2025 | Feb 12, 2026 |
| Richardson Capital Management LLC | History | New | 2,035 | 96 | 0.05% | — | 256 | +2,035 | New | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | New | 1,950 | 92 | 0.0% | — | 257 | +1,950 | New | Q4 2025 | Jan 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 1,917 | 91 | 0.02% | 0.02% | 258 | +2 | 0.1% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,753 | 83 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BXM Wealth LLC | History | New | 30,324 | 74 | 0.06% | — | 260 | +30,324 | New | Q4 2025 | Jan 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,529 | 72 | 0.0% | 0.0% | 261 | +404 | 35.91% | Q4 2025 | Feb 12, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,405 | 66 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,358 | 64 | 0.02% | — | 263 | +1,358 | New | Q4 2025 | Feb 06, 2026 |
| Park Place Capital Corp | History | Added to | 1,073 | 51 | 0.01% | 0.01% | 264 | +28 | 2.68% | Q4 2025 | Jan 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,000 | 47 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Ancora Advisors LLC | History | No change | 1,000 | 47 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 888 | 42 | 0.0% | 0.0% | 267 | +643 | 262.45% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | No change | 834 | 39 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | New | 789 | 37 | 0.02% | — | 270 | +789 | New | Q4 2025 | Jan 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 781 | 37 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Caitlin John, LLC | History | Reduced | 747 | 35 | 0.02% | 0.03% | 271 | -34 | -4.35% | Q4 2025 | Feb 18, 2026 |
| Princeton Global Asset Management LLC | History | New | 725 | 34 | 0.01% | — | 272 | +725 | New | Q4 2025 | Jan 20, 2026 |
| Founders Capital Management | History | Added to | 700 | 33 | 0.02% | 0.01% | 273 | +360 | 105.88% | Q4 2025 | Jan 15, 2026 |
| GeoWealth Management, LLC | History | New | 672 | 31 | 0.0% | — | 274 | +672 | New | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | Reduced | 613 | 29 | 0.02% | 0.03% | 275 | -106 | -14.74% | Q4 2025 | Jan 28, 2026 |
| North Star Investment Management Corp. | History | Reduced | 548 | 26 | 0.0% | 0.0% | 276 | -70 | -11.33% | Q4 2025 | Jan 30, 2026 |
| Cape Investment Advisory, Inc. | History | New | 505 | 24 | 0.01% | — | 277 | +505 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 470 | 22 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 466 | 22 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | New | 446 | 21 | 0.0% | — | 281 | +446 | New | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | No change | 426 | 20 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 439 | 20 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 332 | 15 | 0.01% | 0.01% | 284 | -19 | -5.41% | Q4 2025 | Jan 14, 2026 |
| Strengthening Families & Communities, LLC | History | New | 292 | 13 | 0.0% | — | 286 | +292 | New | Q4 2025 | Feb 03, 2026 |
| Coastline Trust Co | History | New | 284 | 13 | 0.0% | — | 285 | +284 | New | Q4 2025 | Jan 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 282 | 13 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | New | 272 | 12 | 0.0% | — | 288 | +272 | New | Q4 2025 | Jan 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 247 | 11 | 0.0% | — | 289 | +247 | New | Q4 2025 | Jan 23, 2026 |
| Olistico Wealth, LLC | History | New | 240 | 11 | 0.01% | — | 290 | +240 | New | Q4 2025 | Jan 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 202 | 10 | 0.0% | — | 291 | +202 | New | Q4 2025 | Feb 17, 2026 |
| Global Wealth Strategies & Associates | History | No change | 171 | 8 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| IMA Advisory Services, Inc. | History | No change | 130 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | No change | 136 | 6 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Archer Investment Corp | History | Added to | 113 | 5 | 0.0% | 0.0% | 295 | +13 | 13.0% | Q4 2025 | Jan 30, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 91 | 4 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 75 | 3 | 0.0% | 0.0% | 298 | -165 | -68.75% | Q4 2025 | Feb 12, 2026 |
| Strive Financial Group ,LLC | History | New | 71 | 3 | 0.0% | — | 299 | +71 | New | Q4 2025 | Feb 18, 2026 |
| CENTRAL TRUST Co | History | No change | 80 | 3 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 48 | 2 | 0.0% | 0.0% | 300 | +22 | 84.62% | Q4 2025 | Feb 09, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 20 | 1 | 0.0% | — | 305 | +20 | New | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 40 | 1 | 0.0% | 0.0% | 303 | +8 | 25.0% | Q4 2025 | Jan 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CX Institutional | History | No change | 30 | 1 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -480,764 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Pantera Capital Partners LP | History | Closed out | 0 | 0 | — | 5.75% | — | -460,000 | -100.0% | Q3 2025 | Feb 27, 2026 |
| HBK INVESTMENTS L P | History | Closed out | 0 | 0 | — | 0.17% | — | -251,122 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hunting Hill Global Capital, LLC | History | Closed out | 0 | 0 | — | 4.01% | — | -231,430 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -148,567 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -107,257 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -38,692 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -32,639 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SHARPEPOINT LLC | History | Closed out | 0 | 0 | — | 1.73% | — | -30,854 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -19,263 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,097 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EAGLE GLOBAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,500 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Conservest Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -10,485 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,877 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Brand Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -7,350 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.02% | — | -6,500 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CMC Financial Group | History | Closed out | 0 | 0 | — | 0.73% | — | -6,361 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -6,345 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,278 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,965 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,662 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.04% | — | -5,395 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Astra Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -5,110 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,799 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PYA Waltman Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,716 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Valley Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -4,441 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Q Fund Management (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.19% | — | -4,400 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Select Asset Management & Trust | History | Closed out | 0 | 0 | — | 0.08% | — | -4,190 | -100.0% | Q3 2025 | Oct 30, 2025 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,182 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Gunderson Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,120 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,055 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Shoker Investment Counsel, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -4,005 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,958 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,915 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.04% | — | -3,908 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Clearwater Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,886 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,878 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Tradition Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,801 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,755 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ETF Store, Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -3,719 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Resource Group | History | Closed out | 0 | 0 | — | 0.04% | — | -3,705 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Ascension Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,695 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CAPITAL ADVISORS INC/OK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,685 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -3,663 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pine Valley Investments Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.01% | — | -3,627 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Arrowroot Family Office, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,549 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Diversified Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,492 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,406 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cypress Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,313 | -100.0% | Q3 2025 | Oct 15, 2025 |
| BECK CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,305 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,846 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,360 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NBT BANK N A /NY | History | Reduced | 48 | 0 | — | 0.0% | — | -14 | -22.58% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Intesa Sanpaolo S.p.A. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 18, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |