Invesco Exchange-Traded Self-Indexed Fund Trust - BSCR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Added to | 66,837,029 | 1,317,508 | 3.94% | 3.99% | 1 | +2,209,925 | 3.42% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 10,382,016 | 204,941 | 0.01% | 0.01% | 2 | +1,023,790 | 10.94% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,164,097 | 141,419 | 0.03% | 0.02% | 3 | +558,803 | 8.46% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 6,738,930 | 133,026 | 0.04% | 0.04% | 4 | +532,067 | 8.57% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,016,521 | 99,026 | 0.01% | 0.01% | 5 | +131,159 | 2.68% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,255,837 | 84,010 | 0.03% | 0.02% | 6 | +357,978 | 9.18% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 4,219,631 | 83,295 | 0.01% | 0.01% | 7 | -14,024 | -0.33% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 3,450,521 | 68,113 | 0.01% | 0.01% | 8 | +65,744 | 1.94% | Q4 2025 | Feb 19, 2026 |
| MAI Capital Management | History | Added to | 2,907,934 | 57,402 | 0.33% | 0.31% | 9 | +407,902 | 16.32% | Q4 2025 | Feb 13, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,527,006 | 49,883 | 2.9% | 2.9% | 10 | +24,407 | 0.98% | Q4 2025 | Feb 05, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,377,359 | 46,929 | 1.46% | 1.56% | 11 | -85,074 | -3.45% | Q4 2025 | Jan 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,924,776 | 37,995 | 0.09% | 0.09% | 12 | +262,297 | 15.78% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,835,898 | 36,241 | 0.01% | — | 13 | +1,835,898 | New | Q4 2025 | Feb 17, 2026 |
| SNS Financial Group, LLC | History | Added to | 1,817,835 | 35,884 | 3.09% | 3.03% | 14 | +49,994 | 2.83% | Q4 2025 | Feb 02, 2026 |
| DAVIS R M INC | History | Added to | 1,665,961 | 32,886 | 0.57% | 0.56% | 15 | +31,384 | 1.92% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,569,087 | 30,963 | 0.05% | 0.03% | 16 | +712,253 | 83.13% | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Added to | 1,487,744 | 29,368 | 0.34% | 0.34% | 17 | +23,238 | 1.59% | Q4 2025 | Jan 15, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,308,480 | 25,829 | 2.05% | 2.04% | 18 | +66,614 | 5.36% | Q4 2025 | Feb 04, 2026 |
| TLWM | History | Added to | 1,216,436 | 24,012 | 4.4% | 4.19% | 19 | +34,153 | 2.89% | Q4 2025 | Jan 12, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,214,932 | 23,982 | 1.95% | 1.84% | 20 | +86,048 | 7.62% | Q4 2025 | Feb 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,204,671 | 23,784 | 0.03% | 0.03% | 21 | +97,981 | 8.85% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,162,676 | 22,951 | 0.02% | 0.02% | 22 | +71,018 | 6.51% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,138,501 | 22,464 | 0.01% | 0.0% | 23 | +42,209 | 3.85% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,111,754 | 21,946 | 0.41% | 0.38% | 24 | +76,872 | 7.43% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,094,570 | 21,607 | 0.06% | 0.05% | 25 | +113,973 | 11.62% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,054,839 | 20,822 | 0.03% | 0.03% | 26 | +93,964 | 9.78% | Q4 2025 | Feb 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 1,005,908 | 19,856 | 1.62% | 1.75% | 27 | +64,019 | 6.8% | Q4 2025 | Feb 04, 2026 |
| Clark Asset Management, LLC | History | Added to | 1,000,695 | 19,753 | 2.05% | 1.97% | 28 | +141,551 | 16.48% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 993,145 | 19,604 | 0.04% | 0.04% | 29 | +64,568 | 6.95% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 921,744 | 18,195 | 0.01% | 0.0% | 30 | +91,645 | 11.04% | Q4 2025 | Feb 10, 2026 |
| Legacy Financial Group LLC | History | Added to | 915,861 | 18,088 | 2.23% | 2.19% | 31 | +66,099 | 7.78% | Q4 2025 | Feb 05, 2026 |
| Asset Dedication, LLC | History | Added to | 882,010 | 17,410 | 1.14% | 1.05% | 32 | +89,383 | 11.28% | Q4 2025 | Jan 26, 2026 |
| BCS Wealth Management | History | Added to | 800,215 | 15,796 | 1.6% | 1.69% | 33 | +418,591 | 109.69% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 777,869 | 15,355 | 0.8% | 0.82% | 34 | +24,419 | 3.24% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 763,183 | 15,065 | 0.03% | 0.04% | 35 | -24,849 | -3.15% | Q4 2025 | Feb 11, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 755,028 | 14,904 | 2.85% | 2.52% | 36 | +45,480 | 6.41% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 726,534 | 14,341 | 0.05% | 0.07% | 37 | -28,248 | -3.74% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 645,845 | 12,748 | 0.01% | 0.02% | 38 | +123,649 | 23.68% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 643,896 | 12,710 | 0.33% | 0.41% | 39 | +17,921 | 2.86% | Q4 2025 | Feb 17, 2026 |
| AA Financial Advisors, LLC | History | Added to | 635,936 | 12,553 | 2.32% | 2.44% | 40 | +4,890 | 0.77% | Q4 2025 | Jan 14, 2026 |
| Goepper Burkhardt LLC | History | Added to | 578,295 | 11,415 | 3.72% | 3.45% | 41 | +64,102 | 12.47% | Q4 2025 | Feb 09, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 560,241 | 11,059 | 0.46% | 0.43% | 42 | +33,191 | 6.3% | Q4 2025 | Feb 11, 2026 |
| Ironwood Financial, llc | History | Reduced | 524,036 | 10,344 | 1.75% | 1.86% | 43 | -7,675 | -1.44% | Q4 2025 | Jan 15, 2026 |
| Straight Path Wealth Management | History | Added to | 518,102 | 10,227 | 2.76% | 2.63% | 44 | +24,039 | 4.87% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 514,357 | 10,153 | 0.06% | 0.04% | 45 | +160,728 | 45.45% | Q4 2025 | Jan 29, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 510,479 | 10,076 | 3.01% | 2.96% | 46 | +25,386 | 5.23% | Q4 2025 | Jan 12, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 509,794 | 10,063 | 5.8% | 3.56% | 47 | +204,172 | 66.81% | Q4 2025 | Jan 16, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 509,030 | 10,048 | 2.12% | 1.97% | 48 | +54,587 | 12.01% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 507,623 | 10,020 | 0.01% | 0.02% | 49 | -144,392 | -22.15% | Q4 2025 | Feb 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 487,915 | 9,631 | 1.37% | 1.43% | 50 | -15,180 | -3.02% | Q4 2025 | Jan 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 477,480 | 9,425 | 0.01% | 0.01% | 51 | +7,795 | 1.66% | Q4 2025 | Feb 02, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 470,122 | 9,280 | 0.2% | 0.19% | 52 | +31,749 | 7.24% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 466,385 | 9,206 | 0.12% | 0.51% | 53 | -1,508,895 | -76.39% | Q4 2025 | Feb 09, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 463,156 | 9,142 | 0.77% | 0.76% | 54 | +10,863 | 2.4% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 453,395 | 8,950 | 0.01% | 0.01% | 55 | +76,918 | 20.43% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning, LLC | History | New | 440,019 | 8,694 | 2.02% | — | 56 | +440,019 | New | Q4 2025 | Mar 17, 2026 |
| Legacy Private Trust Co. | History | Added to | 436,152 | 8,609 | 0.51% | 0.11% | 57 | +342,943 | 367.93% | Q4 2025 | Jan 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 433,467 | 8,556 | 0.11% | 0.11% | 58 | +11,500 | 2.73% | Q4 2025 | Jan 29, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 416,892 | 8,229 | 1.65% | 1.54% | 59 | +37,189 | 9.79% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 414,884 | 8,189 | 0.0% | 0.0% | 60 | +61,666 | 17.46% | Q4 2025 | Feb 17, 2026 |
| Sound Stewardship, LLC | History | Added to | 410,365 | 8,100 | 3.88% | 3.67% | 61 | +22,707 | 5.86% | Q4 2025 | Jan 30, 2026 |
| Colonial Trust Advisors | History | Added to | 386,904 | 7,637 | 0.57% | 0.5% | 62 | +59,937 | 18.33% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 375,526 | 7,412 | 0.15% | 0.15% | 63 | +49,605 | 15.22% | Q4 2025 | Feb 03, 2026 |
| Lantz Financial LLC | History | Added to | 366,578 | 7,236 | 1.53% | 0.42% | 64 | +270,586 | 281.88% | Q4 2025 | Jan 14, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 358,194 | 7,070 | 0.82% | 0.81% | 65 | +20,477 | 6.06% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 352,620 | 6,960 | 0.01% | 0.01% | 66 | +10,129 | 2.96% | Q4 2025 | Feb 06, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 351,204 | 6,932 | 4.75% | 4.67% | 67 | +15,252 | 4.54% | Q4 2025 | Feb 13, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 339,508 | 6,701 | 3.78% | 3.74% | 68 | +11,890 | 3.63% | Q4 2025 | Jan 14, 2026 |
| Red Spruce Capital, LLC | History | Reduced | 317,620 | 6,542 | 2.61% | 4.04% | 69 | -185,157 | -36.83% | Q4 2025 | Jan 06, 2026 |
| Gryphon Financial Partners LLC | History | No change | 331,295 | 6,539 | 0.7% | 0.74% | 70 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Carnegie Investment Counsel | History | Reduced | 329,212 | 6,498 | 0.12% | 0.13% | 71 | -10,404 | -3.06% | Q4 2025 | Jan 23, 2026 |
| Align Financial, LLC | History | New | 6,435 | 6,435 | 0.0% | — | 72 | +6,435 | New | Q4 2025 | Feb 17, 2026 |
| FCA CORP /TX | History | Added to | 315,633 | 6,230 | 1.76% | 1.62% | 73 | +19,532 | 6.6% | Q4 2025 | Feb 11, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 307,621 | 6,072 | 0.8% | 0.79% | 74 | +20,451 | 7.12% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 293,321 | 5,790 | 0.02% | 0.02% | 75 | +72,706 | 32.96% | Q4 2025 | Feb 13, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 291,620 | 5,756 | 1.24% | 1.28% | 76 | +11,974 | 4.28% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 287,877 | 5,682 | 0.03% | 0.03% | 77 | -17,816 | -5.83% | Q4 2025 | Feb 17, 2026 |
| ProVise Management Group, LLC | History | Added to | 287,723 | 5,679 | 0.4% | 0.34% | 78 | +54,722 | 23.49% | Q4 2025 | Jan 29, 2026 |
| SFE Investment Counsel | History | Added to | 283,194 | 5,590 | 0.86% | 0.81% | 79 | +26,638 | 10.38% | Q4 2025 | Feb 05, 2026 |
| Farnam Financial LLC | History | Added to | 279,818 | 5,523 | 4.16% | 3.63% | 80 | +42,645 | 17.98% | Q4 2025 | Jan 26, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 278,438 | 5,496 | 2.4% | 2.29% | 81 | +25,567 | 10.11% | Q4 2025 | Jan 29, 2026 |
| Souders Financial Advisors | History | Added to | 274,278 | 5,414 | 0.62% | 0.62% | 82 | +8,316 | 3.13% | Q4 2025 | Feb 02, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 268,036 | 5,291 | 0.69% | 0.59% | 83 | +39,904 | 17.49% | Q4 2025 | Feb 10, 2026 |
| KINTRA WEALTH, LLC | History | New | 262,626 | 5,184 | 0.72% | — | 84 | +262,626 | New | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 248,971 | 4,914 | 0.03% | 0.03% | 85 | +37,629 | 17.8% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | Added to | 246,533 | 4,866 | 0.65% | 0.55% | 86 | +39,282 | 18.95% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 243,733 | 4,811 | 0.02% | — | 87 | +243,733 | New | Q4 2025 | Feb 18, 2026 |
| NorthAvenue LLC | History | New | 238,168 | 4,701 | 3.89% | — | 88 | +238,168 | New | Q4 2025 | Apr 02, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 235,517 | 4,649 | 0.06% | 0.04% | 89 | +5,523 | 2.4% | Q4 2025 | Feb 13, 2026 |
| Ellevest, Inc. | History | Added to | 231,080 | 4,561 | 0.63% | 0.34% | 90 | +111,363 | 93.02% | Q4 2025 | Feb 10, 2026 |
| Trilogy Capital Inc. | History | Added to | 227,698 | 4,494 | 0.2% | 0.2% | 91 | +8,973 | 4.1% | Q4 2025 | Jan 22, 2026 |
| &PARTNERS | History | Added to | 223,807 | 4,422 | 0.02% | 0.02% | 92 | +94,281 | 72.79% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 223,336 | 4,408 | 0.06% | 0.07% | 93 | +4,294 | 1.96% | Q4 2025 | Feb 13, 2026 |
| Coastline Complete Wealth LLC | History | New | 219,528 | 4,333 | 2.73% | — | 94 | +219,528 | New | Q4 2025 | Feb 24, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 218,051 | 4,304 | 0.11% | 0.1% | 95 | +12,646 | 6.16% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 213,374 | 4,213 | 0.01% | 0.01% | 96 | +2,364 | 1.12% | Q4 2025 | Jan 08, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 206,908 | 4,084 | 0.38% | 0.19% | 97 | +107,221 | 107.56% | Q4 2025 | Jan 23, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 205,202 | 4,050 | 0.3% | 0.3% | 98 | +4,467 | 2.23% | Q4 2025 | Feb 18, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 204,199 | 4,034 | 1.13% | 0.5% | 99 | +118,874 | 139.32% | Q4 2025 | Jan 16, 2026 |
| Old Port Advisors | History | Added to | 203,112 | 4,009 | 0.98% | 0.96% | 100 | +10,055 | 5.21% | Q4 2025 | Jan 08, 2026 |
| Berger Financial Group, Inc | History | Reduced | 199,548 | 3,939 | 0.23% | 0.24% | 101 | -414 | -0.21% | Q4 2025 | Jan 27, 2026 |
| CRA Financial Services, LLC | History | Reduced | 196,453 | 3,877 | 0.51% | 0.53% | 102 | -5 | -0.0% | Q4 2025 | Jan 16, 2026 |
| Aspen Investment Management Inc | History | Reduced | 192,045 | 3,791 | 1.14% | 1.46% | 103 | -300 | -0.16% | Q4 2025 | Feb 06, 2026 |
| Carroll Advisory Group, LLC | History | New | 190,103 | 3,752 | 1.62% | — | 104 | +190,103 | New | Q4 2025 | Feb 09, 2026 |
| Horizons Wealth Management | History | Added to | 189,582 | 3,742 | 2.45% | 2.54% | 105 | +380 | 0.2% | Q4 2025 | Jan 05, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 185,290 | 3,657 | 3.33% | 3.37% | 106 | +9,135 | 5.19% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 182,624 | 3,604 | 1.05% | 1.11% | 107 | -3,316 | -1.78% | Q4 2025 | Feb 05, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 182,174 | 3,596 | 0.27% | 0.27% | 108 | +4,222 | 2.37% | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Added to | 181,471 | 3,582 | 0.04% | 0.03% | 109 | +26,264 | 16.92% | Q4 2025 | Feb 05, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 177,184 | 3,497 | 1.0% | 1.06% | 110 | -6,558 | -3.57% | Q4 2025 | Jan 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 176,606 | 3,486 | 0.06% | 0.07% | 111 | +2,053 | 1.18% | Q4 2025 | Jan 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 173,894 | 3,432 | 0.03% | 0.03% | 112 | +24,466 | 16.37% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 168,151 | 3,319 | 0.05% | 0.05% | 113 | +17,320 | 11.48% | Q4 2025 | Feb 09, 2026 |
| Tenon Financial LLC | History | Added to | 159,595 | 3,150 | 1.33% | 1.53% | 114 | +7,873 | 5.19% | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 159,256 | 3,143 | 0.0% | 0.0% | 115 | +2,476 | 1.58% | Q4 2025 | Feb 10, 2026 |
| Rothschild Wealth LLC | History | New | 158,004 | 3,118 | 0.3% | — | 117 | +158,004 | New | Q4 2025 | Feb 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 157,976 | 3,118 | 0.23% | 0.25% | 116 | +9,995 | 6.75% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 157,235 | 3,103 | 0.03% | 0.02% | 118 | +102,549 | 187.52% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 156,594 | 3,091 | 0.01% | — | 119 | +156,594 | New | Q4 2025 | Feb 05, 2026 |
| Livet Wealth, LLC | History | New | 156,560 | 3,090 | 1.9% | — | 120 | +156,560 | New | Q4 2025 | Feb 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 156,423 | 3,087 | 1.02% | 1.16% | 121 | -12,932 | -7.64% | Q4 2025 | Feb 17, 2026 |
| River Street Advisors LLC | History | Added to | 154,537 | 3,050 | 1.14% | 1.06% | 122 | +15,203 | 10.91% | Q4 2025 | Jan 26, 2026 |
| TFR Capital, LLC. | History | Added to | 150,271 | 2,966 | 0.98% | 0.82% | 123 | +26,322 | 21.24% | Q4 2025 | Jan 27, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 149,381 | 2,948 | 1.67% | 1.11% | 124 | +57,429 | 62.46% | Q4 2025 | Feb 09, 2026 |
| Richmond Investment Services, LLC | History | Added to | 146,982 | 2,901 | 0.5% | 0.47% | 125 | +18,467 | 14.37% | Q4 2025 | Feb 12, 2026 |
| Ark Wealth Advisors LLC | History | New | 141,579 | 2,794 | 3.01% | — | 127 | +141,579 | New | Q4 2025 | Feb 18, 2026 |
| Addison Advisors LLC | History | Added to | 141,562 | 2,794 | 0.63% | 0.6% | 126 | +9,540 | 7.23% | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 138,391 | 2,731 | 0.1% | 0.1% | 128 | +847 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 136,614 | 2,696 | 0.01% | 0.01% | 129 | +13,070 | 10.58% | Q4 2025 | Feb 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 136,322 | 2,691 | 0.6% | 0.62% | 130 | +7,749 | 6.03% | Q4 2025 | Jan 09, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 134,468 | 2,654 | 1.83% | 1.74% | 131 | +5,509 | 4.27% | Q4 2025 | Jan 26, 2026 |
| VestGen Advisors, LLC | History | Reduced | 133,928 | 2,643 | 0.11% | 0.25% | 132 | -247,591 | -64.9% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 127,551 | 2,517 | 0.06% | 0.04% | 133 | +18,752 | 17.24% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 118,746 | 2,344 | 0.03% | 0.03% | 134 | +16,577 | 16.23% | Q4 2025 | Feb 05, 2026 |
| Paradiem, LLC | History | No change | 114,033 | 2,251 | 0.54% | 0.52% | 135 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Opulen Financial Group LLC | History | Added to | 113,417 | 2,238 | 1.63% | 1.66% | 136 | +2,060 | 1.85% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 109,082 | 2,153 | 0.02% | 0.0% | 137 | +98,942 | 975.76% | Q4 2025 | Feb 18, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 107,560 | 2,123 | 1.11% | — | 138 | +107,560 | New | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 107,179 | 2,115 | 0.0% | 0.0% | 139 | -35,211 | -24.73% | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | Added to | 105,023 | 2,073 | 0.15% | 0.03% | 140 | +94,881 | 935.53% | Q4 2025 | Jan 21, 2026 |
| IHT Wealth Management, LLC | History | Added to | 104,427 | 2,061 | 0.05% | 0.04% | 141 | +20,925 | 25.06% | Q4 2025 | Feb 17, 2026 |
| Oder Investment Management, LLC | History | Added to | 102,973 | 2,032 | 1.47% | 1.37% | 142 | +6,300 | 6.52% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 101,391 | 2,001 | 0.01% | 0.01% | 143 | +7,380 | 7.85% | Q4 2025 | Feb 09, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 100,800 | 1,989 | 1.18% | 1.25% | 144 | -1,568 | -1.53% | Q4 2025 | Jan 21, 2026 |
| Key FInancial Inc | History | Added to | 99,389 | 1,961 | 0.36% | 0.26% | 145 | +28,398 | 40.0% | Q4 2025 | Feb 09, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 98,362 | 1,941 | 0.07% | 0.09% | 146 | -29,412 | -23.02% | Q4 2025 | Jan 14, 2026 |
| Roundview Capital LLC | History | No change | 97,750 | 1,929 | 0.12% | 0.12% | 147 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 95,615 | 1,887 | 0.09% | 0.37% | 148 | -291,963 | -75.33% | Q4 2025 | Feb 13, 2026 |
| River Wealth Advisors LLC | History | Reduced | 95,002 | 1,875 | 0.21% | 0.24% | 149 | -8,156 | -7.91% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 92,208 | 1,820 | 0.04% | — | 150 | +92,208 | New | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, Corp | History | New | 89,271 | 1,762 | 1.74% | — | 151 | +89,271 | New | Q4 2025 | Feb 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 88,682 | 1,750 | 0.07% | 0.07% | 152 | +56 | 0.06% | Q4 2025 | Feb 09, 2026 |
| Redmond Asset Management, LLC | History | Added to | 88,408 | 1,745 | 0.44% | 0.41% | 153 | +3,180 | 3.73% | Q4 2025 | Feb 09, 2026 |
| SEMITAM BONAM LLC | History | Added to | 87,288 | 1,723 | 1.43% | 1.43% | 154 | +5,908 | 7.26% | Q4 2025 | Jan 20, 2026 |
| HB Wealth Management, LLC | History | Added to | 86,772 | 1,712 | 0.01% | 0.01% | 155 | +3,692 | 4.44% | Q4 2025 | Jan 28, 2026 |
| HANOVER ADVISORS INC | History | Added to | 85,684 | 1,691 | 0.66% | 0.64% | 156 | +1,521 | 1.81% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 85,157 | 1,682 | 0.05% | 0.04% | 157 | +20,104 | 30.9% | Q4 2025 | Jan 23, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 85,160 | 1,681 | 0.26% | 0.27% | 158 | -2,885 | -3.28% | Q4 2025 | Jan 08, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 84,726 | 1,672 | 0.4% | 0.42% | 159 | +901 | 1.07% | Q4 2025 | Jan 23, 2026 |
| Newport Capital Group, LLC | History | Added to | 82,409 | 1,626 | 0.99% | 1.01% | 160 | +877 | 1.08% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 82,227 | 1,623 | 0.01% | 0.01% | 161 | +4,495 | 5.78% | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 81,922 | 1,617 | 0.28% | 0.2% | 162 | +52,228 | 175.89% | Q4 2025 | Jan 26, 2026 |
| Redwood Financial Network Corp | History | Added to | 80,899 | 1,596 | 1.02% | 0.98% | 163 | +2,229 | 2.83% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 79,816 | 1,576 | 0.0% | 0.0% | 164 | +4,593 | 6.11% | Q4 2025 | Jan 26, 2026 |
| BEACON FINANCIAL GROUP | History | New | 77,328 | 1,526 | 0.15% | — | 165 | +77,328 | New | Q4 2025 | Apr 01, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 76,974 | 1,519 | 0.07% | 0.09% | 166 | -17,807 | -18.79% | Q4 2025 | Feb 02, 2026 |
| Gambit Capital Management, LLC | History | New | 74,845 | 1,477 | 1.06% | — | 167 | +74,845 | New | Q4 2025 | Feb 06, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 74,501 | 1,470 | 0.1% | 0.1% | 168 | +522 | 0.71% | Q4 2025 | Jan 16, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 74,567 | 1,468 | 0.33% | 0.25% | 169 | +25,657 | 52.46% | Q4 2025 | Feb 04, 2026 |
| Tempo Wealth, LLC | History | New | 73,001 | 1,441 | 0.26% | — | 170 | +73,001 | New | Q4 2025 | Feb 25, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 72,498 | 1,431 | 0.18% | 0.19% | 171 | +525 | 0.73% | Q4 2025 | Jan 14, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | New | 71,839 | 1,418 | 0.55% | — | 172 | +71,839 | New | Q4 2025 | Feb 04, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 71,486 | 1,411 | 0.38% | 0.37% | 173 | +4,988 | 7.5% | Q4 2025 | Jan 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 70,688 | 1,395 | 0.09% | 0.09% | 174 | +14,421 | 25.63% | Q4 2025 | Feb 09, 2026 |
| Segment Wealth Management, LLC | History | Added to | 70,577 | 1,393 | 0.08% | 0.07% | 175 | +9,085 | 14.77% | Q4 2025 | Jan 29, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 70,542 | 1,392 | 0.78% | 0.96% | 176 | +545 | 0.78% | Q4 2025 | Jan 28, 2026 |
| Sigma Planning Corp | History | Reduced | 68,447 | 1,351 | 0.04% | 0.04% | 177 | -693 | -1.0% | Q4 2025 | Jan 30, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 66,775 | 1,318 | 1.07% | 1.08% | 178 | -461 | -0.69% | Q4 2025 | Jan 29, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 63,958 | 1,262 | 0.47% | 0.48% | 179 | +2,456 | 3.99% | Q4 2025 | Jan 07, 2026 |
| Heritage Trust Co | History | Added to | 63,772 | 1,258 | 0.13% | 0.12% | 180 | +6,841 | 12.02% | Q4 2025 | Feb 10, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 63,513 | 1,253 | 0.16% | 0.15% | 181 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 62,813 | 1,239 | 0.04% | 0.13% | 182 | -129,908 | -67.41% | Q4 2025 | Feb 13, 2026 |
| Towne Trust Company, N.A | History | Added to | 62,709 | 1,237 | 0.39% | 0.36% | 183 | +6,270 | 11.11% | Q4 2025 | Jan 26, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 61,668 | 1,217 | 0.27% | 0.27% | 184 | -423 | -0.68% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 61,288 | 1,209 | 0.02% | 0.03% | 185 | -6,764 | -9.94% | Q4 2025 | Feb 09, 2026 |
| Keel Point, LLC | History | Added to | 61,139 | 1,206 | 0.07% | 0.04% | 186 | +25,986 | 73.92% | Q4 2025 | Feb 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 59,112 | 1,166 | 0.07% | 0.07% | 187 | +4,249 | 7.74% | Q4 2025 | Feb 17, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 59,208 | 1,166 | 0.27% | 0.29% | 188 | +3,663 | 6.59% | Q4 2025 | Feb 24, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 58,494 | 1,155 | 0.01% | 0.01% | 190 | +10,402 | 21.63% | Q4 2025 | Jan 28, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 58,532 | 1,155 | 0.07% | 0.08% | 189 | -3,937 | -6.3% | Q4 2025 | Jan 21, 2026 |
| Apeiron RIA LLC | History | Reduced | 57,113 | 1,127 | 0.23% | 0.26% | 191 | -2,119 | -3.58% | Q4 2025 | Feb 03, 2026 |
| Kessler Investment Group, LLC | History | Reduced | 56,080 | 1,107 | 0.47% | 0.48% | 192 | -1,034 | -1.81% | Q4 2025 | Feb 03, 2026 |
| Flaharty Asset Management, LLC | History | No change | 55,969 | 1,104 | 0.14% | 0.14% | 193 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 55,846 | 1,102 | 0.1% | 0.11% | 194 | +319 | 0.57% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Added to | 54,512 | 1,076 | 0.0% | 0.0% | 195 | +3,294 | 6.43% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Reduced | 54,478 | 1,075 | 0.02% | 0.02% | 196 | -457 | -0.83% | Q4 2025 | Jan 21, 2026 |
| Independence Bank of Kentucky | History | Added to | 54,025 | 1,066 | 0.13% | 0.14% | 197 | +216 | 0.4% | Q4 2025 | Jan 20, 2026 |
| Capital Analysts, LLC | History | Reduced | 53,321 | 1,052 | 0.03% | 0.03% | 198 | -2,510 | -4.5% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 53,015 | 1,046 | 0.01% | 0.01% | 199 | +19,527 | 58.31% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 52,434 | 1,035 | 0.04% | 0.01% | 200 | +39,796 | 314.89% | Q4 2025 | Jan 27, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 52,402 | 1,034 | 0.16% | 1.16% | 201 | -315,882 | -85.77% | Q4 2025 | Jan 12, 2026 |
| Opus Financial Solutions LLC | History | New | 50,769 | 1,002 | 0.95% | — | 202 | +50,769 | New | Q4 2025 | Feb 17, 2026 |
| Net Worth Advisory Group | History | Added to | 50,557 | 997 | 0.2% | 0.11% | 203 | +30,897 | 157.16% | Q4 2025 | Jan 14, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 50,250 | 991 | 0.57% | 0.63% | 204 | +121 | 0.24% | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | New | 50,107 | 989 | 0.05% | — | 205 | +50,107 | New | Q4 2025 | Feb 17, 2026 |
| Vantage Point Financial LLC | History | Reduced | 49,569 | 978 | 0.35% | 0.38% | 206 | -583 | -1.16% | Q4 2025 | Feb 02, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 48,627 | 959 | 0.13% | 0.16% | 207 | -1,493 | -2.98% | Q4 2025 | Jan 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 47,900 | 945 | 0.03% | 0.04% | 208 | +4,097 | 9.35% | Q4 2025 | Jan 20, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 47,513 | 937 | 0.01% | 0.01% | 209 | -19,236 | -28.82% | Q4 2025 | Feb 11, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Added to | 47,012 | 928 | 0.18% | 0.16% | 210 | +6,437 | 15.86% | Q4 2025 | Jan 30, 2026 |
| BROWN ADVISORY INC | History | No change | 46,552 | 918 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 44,801 | 884 | 0.0% | 0.0% | 212 | +12,114 | 37.06% | Q4 2025 | Feb 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 44,753 | 883 | 0.57% | 0.52% | 213 | +4,437 | 11.01% | Q4 2025 | Feb 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 44,702 | 882 | 0.0% | 0.01% | 214 | -528,198 | -92.2% | Q4 2025 | Feb 12, 2026 |
| Strid Group, LLC | History | Added to | 44,592 | 880 | 0.11% | 0.1% | 215 | +4,896 | 12.33% | Q4 2025 | Jan 26, 2026 |
| Blossom Wealth Management | History | Added to | 43,347 | 855 | 1.41% | 0.74% | 216 | +20,192 | 87.2% | Q4 2025 | Jan 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 43,098 | 850 | 0.02% | 0.02% | 217 | +6,331 | 17.22% | Q4 2025 | Jan 14, 2026 |
| YANKCOM Partnership | History | Reduced | 42,870 | 846 | 0.36% | 0.41% | 219 | -2,833 | -6.2% | Q4 2025 | Jan 20, 2026 |
| Western Financial Corp/CA | History | Added to | 42,877 | 846 | 0.34% | 0.37% | 218 | +124 | 0.29% | Q4 2025 | Jan 21, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 42,725 | 843 | 0.28% | 0.35% | 220 | -435 | -1.01% | Q4 2025 | Feb 13, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 41,043 | 810 | 0.06% | 0.06% | 221 | +5,975 | 17.04% | Q4 2025 | Feb 10, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 40,435 | 801 | 0.44% | 0.4% | 222 | +5,086 | 14.39% | Q4 2025 | Feb 18, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 40,549 | 800 | 0.18% | 0.18% | 223 | +1,426 | 3.64% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 40,539 | 800 | 0.04% | 0.04% | 224 | +543 | 1.36% | Q4 2025 | Jan 12, 2026 |
| Certified Advisory Corp | History | Added to | 39,536 | 780 | 0.07% | 0.07% | 225 | +3,257 | 8.98% | Q4 2025 | Jan 12, 2026 |
| Cynosure Group, LLC | History | No change | 39,123 | 772 | 0.08% | 0.08% | 226 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,066 | 771 | 0.01% | 0.01% | 227 | +3,298 | 9.22% | Q4 2025 | Feb 17, 2026 |
| Proficio Capital Partners LLC | History | Added to | 38,712 | 764 | 0.05% | 0.05% | 228 | +412 | 1.08% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 37,436 | 738 | 0.22% | 0.24% | 229 | -1,985 | -5.04% | Q4 2025 | Jan 29, 2026 |
| True Vision MN LLC | History | Added to | 35,953 | 709 | 0.36% | 0.35% | 231 | +1,731 | 5.06% | Q4 2025 | Jan 14, 2026 |
| Ballew Advisors, Inc | History | No change | 35,947 | 709 | 0.4% | 0.4% | 230 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allen Capital Group, LLC | History | Added to | 35,367 | 698 | 0.06% | 0.06% | 232 | +1,813 | 5.4% | Q4 2025 | Feb 09, 2026 |
| JM2 Capital Inc. | History | New | 34,766 | 686 | 0.55% | — | 233 | +34,766 | New | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 33,834 | 667 | 0.0% | 0.0% | 234 | +834 | 2.53% | Q4 2025 | Feb 02, 2026 |
| Arkadios Wealth Advisors | History | Added to | 33,388 | 659 | 0.01% | 0.01% | 236 | +12,131 | 57.07% | Q4 2025 | Feb 13, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 33,432 | 659 | 0.15% | 0.13% | 235 | +6,036 | 22.03% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 32,814 | 647 | 0.01% | 0.01% | 237 | -1,373 | -4.02% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 30,896 | 609 | 0.01% | 0.01% | 238 | -808 | -2.55% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 30,672 | 605 | 0.0% | 0.0% | 239 | -6,188 | -16.79% | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 30,681 | 605 | 0.01% | 0.01% | 240 | -1,544 | -4.79% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | New | 30,261 | 597 | 0.01% | — | 241 | +30,261 | New | Q4 2025 | Feb 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 30,195 | 596 | 0.0% | 0.0% | 242 | +5,540 | 22.47% | Q4 2025 | Feb 17, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 29,535 | 583 | 0.08% | 0.27% | 243 | -15,240 | -34.04% | Q4 2025 | Feb 17, 2026 |
| Ramiah Investment Group | History | Added to | 29,477 | 581 | 0.57% | 0.33% | 244 | +12,748 | 76.2% | Q4 2025 | Jan 28, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 29,199 | 576 | 0.35% | 0.33% | 246 | +3,324 | 12.85% | Q4 2025 | Feb 13, 2026 |
| Well Done, LLC | History | Added to | 29,225 | 576 | 0.09% | 0.1% | 245 | +21 | 0.07% | Q4 2025 | Jan 13, 2026 |
| NewCorp Financial Services, Inc. | History | New | 28,377 | 560 | 0.5% | — | 247 | +28,377 | New | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 28,318 | 558 | 0.01% | 0.01% | 248 | -828 | -2.84% | Q4 2025 | Jan 13, 2026 |
| Unified Investment Management | History | No change | 28,040 | 553 | 0.55% | 0.55% | 249 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 27,533 | 543 | 0.1% | 0.11% | 250 | -519 | -1.85% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 27,364 | 540 | 0.14% | 0.1% | 252 | +9,862 | 56.35% | Q4 2025 | Jan 05, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 27,360 | 540 | 0.07% | 0.06% | 251 | +6,621 | 31.93% | Q4 2025 | Jan 23, 2026 |
| Crews Bank & Trust | History | No change | 27,345 | 539 | 0.08% | 0.08% | 253 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 27,110 | 535 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financially in Tune, LLC | History | New | 26,712 | 527 | 0.49% | — | 256 | +26,712 | New | Q4 2025 | Feb 27, 2026 |
| Sensible Money, LLC | History | Added to | 26,741 | 527 | 0.17% | 0.16% | 255 | +3,366 | 14.4% | Q4 2025 | Feb 09, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 26,484 | 522 | 0.29% | 0.17% | 257 | +11,520 | 76.98% | Q4 2025 | Jan 30, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 26,295 | 519 | 0.18% | 0.1% | 258 | +12,015 | 84.14% | Q4 2025 | Feb 13, 2026 |
| Wealth Quarterback LLC | History | Added to | 26,029 | 513 | 0.18% | 0.14% | 259 | +7,133 | 37.75% | Q4 2025 | Jan 15, 2026 |
| BankPlus Trust Department | History | Reduced | 25,306 | 499 | 0.13% | 0.14% | 260 | -1,773 | -6.55% | Q4 2025 | Jan 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 24,896 | 491 | 0.03% | 0.03% | 261 | +511 | 2.1% | Q4 2025 | Jan 26, 2026 |
| Claro Advisors Inc. | History | Added to | 24,395 | 481 | 0.07% | 0.04% | 262 | +9,316 | 61.78% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 24,253 | 478 | 0.05% | 0.05% | 263 | -436 | -1.77% | Q4 2025 | Feb 18, 2026 |
| Western Wealth Management, LLC | History | No change | 22,500 | 444 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SMI Advisory Services, LLC | History | Added to | 22,459 | 443 | 0.08% | 0.06% | 265 | +6,540 | 41.08% | Q4 2025 | Jan 13, 2026 |
| Seek First Inc. | History | Added to | 22,490 | 443 | 0.31% | 0.31% | 266 | +808 | 3.73% | Q4 2025 | Jan 30, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 21,993 | 434 | 0.0% | — | 267 | +21,993 | New | Q4 2025 | Feb 03, 2026 |
| Brown Financial Advisory | History | No change | 21,549 | 425 | 0.21% | 0.22% | 268 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 21,292 | 420 | 0.05% | 0.04% | 269 | +6,328 | 42.29% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 21,023 | 414 | 0.0% | 0.0% | 270 | -792 | -3.63% | Q4 2025 | Feb 06, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 20,769 | 409 | 0.11% | 0.14% | 271 | -5,809 | -21.86% | Q4 2025 | Jan 16, 2026 |
| Aprio Wealth Management, LLC | History | New | 20,658 | 407 | 0.02% | — | 272 | +20,658 | New | Q4 2025 | Jan 29, 2026 |
| RMR Wealth Builders | History | New | 20,363 | 401 | 0.03% | — | 273 | +20,363 | New | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 20,048 | 395 | 0.01% | — | 274 | +20,048 | New | Q4 2025 | Feb 09, 2026 |
| Financial Life Planners | History | Added to | 20,059 | 395 | 0.28% | 0.26% | 275 | +202 | 1.02% | Q4 2025 | Jan 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 19,940 | 393 | 0.14% | 0.14% | 276 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | Added to | 19,574 | 386 | 0.01% | 0.01% | 277 | +3,308 | 20.34% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 19,300 | 380 | 0.0% | 0.0% | 278 | +5,100 | 35.92% | Q4 2025 | Feb 10, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 19,040 | 375 | 0.02% | 0.02% | 279 | -1,576 | -7.64% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 18,908 | 373 | 0.02% | 0.02% | 280 | -632 | -3.23% | Q4 2025 | Feb 18, 2026 |
| LongView Wealth Management | History | No change | 18,700 | 369 | 0.09% | 0.1% | 281 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 18,653 | 368 | 0.11% | 0.29% | 282 | -28,699 | -60.61% | Q4 2025 | Jan 28, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 18,615 | 367 | 0.02% | 0.03% | 283 | +245 | 1.33% | Q4 2025 | Jan 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 18,255 | 360 | 0.1% | 0.08% | 284 | +1,366 | 8.09% | Q4 2025 | Jan 12, 2026 |
| HRT FINANCIAL LP | History | New | 18,146 | 358 | 0.0% | — | 285 | +18,146 | New | Q4 2025 | Feb 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 17,960 | 354 | 0.26% | 0.25% | 286 | -518 | -2.8% | Q4 2025 | Mar 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 17,892 | 353 | 0.0% | — | 287 | +17,892 | New | Q4 2025 | Jan 30, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 17,758 | 350 | 0.0% | 0.01% | 288 | -2,262 | -11.3% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Partners, LLC | History | New | 17,572 | 346 | 0.09% | — | 289 | +17,572 | New | Q4 2025 | Feb 17, 2026 |
| Sun Financial Inc | History | New | 17,479 | 345 | 0.19% | — | 290 | +17,479 | New | Q4 2025 | Feb 02, 2026 |
| GPM Growth Investors, Inc. | History | Reduced | 17,473 | 344 | 0.13% | 2.83% | 291 | -355,263 | -95.31% | Q4 2025 | Jan 30, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 17,300 | 341 | 0.02% | 0.02% | 292 | -1,500 | -7.98% | Q4 2025 | Jan 29, 2026 |
| FIRST HORIZON CORP | History | Reduced | 16,410 | 323 | 0.01% | 0.02% | 293 | -625 | -3.67% | Q4 2025 | Jan 27, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 16,051 | 316 | 0.12% | 0.12% | 294 | +500 | 3.22% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,267 | 301 | 0.0% | 0.0% | 295 | +4,192 | 37.85% | Q4 2025 | Jan 29, 2026 |
| ASL Financial, LLC | History | New | 14,050 | 297 | 0.23% | — | 296 | +14,050 | New | Q4 2025 | Jan 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 15,003 | 296 | 0.0% | 0.0% | 297 | -1,658 | -9.95% | Q4 2025 | Feb 02, 2026 |
| Argentarii, LLC | History | New | 14,618 | 288 | 0.09% | — | 298 | +14,618 | New | Q4 2025 | Jan 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 14,589 | 287 | 0.08% | 0.08% | 299 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 14,523 | 286 | 0.16% | 0.19% | 300 | -1,665 | -10.29% | Q4 2025 | Jan 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 14,220 | 280 | 0.19% | — | 301 | +14,220 | New | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Reduced | 14,142 | 279 | 0.0% | 0.0% | 302 | -4,890 | -25.69% | Q4 2025 | Feb 04, 2026 |
| Savant Capital, LLC | History | Reduced | 14,060 | 277 | 0.0% | 0.0% | 303 | -1,206 | -7.9% | Q4 2025 | Feb 10, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 13,888 | 274 | 0.09% | 0.09% | 304 | -298 | -2.1% | Q4 2025 | Feb 05, 2026 |
| Diversified Portfolios, Inc. | History | New | 13,655 | 269 | 0.02% | — | 305 | +13,655 | New | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 13,592 | 268 | 0.0% | — | 306 | +13,592 | New | Q4 2025 | Jan 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 13,276 | 262 | 0.04% | 0.05% | 307 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | No change | 13,185 | 260 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RVW Wealth, LLC | History | Reduced | 13,097 | 258 | 0.02% | 0.02% | 309 | -2,391 | -15.44% | Q4 2025 | Jan 12, 2026 |
| Cloud Capital Management, LLC | History | New | 12,974 | 256 | 0.12% | — | 311 | +12,974 | New | Q4 2025 | Feb 12, 2026 |
| Berkshire Money Management, Inc. | History | No change | 13,004 | 256 | 0.02% | 0.03% | 310 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 12,677 | 250 | 0.01% | 0.01% | 312 | +1,602 | 14.47% | Q4 2025 | Jan 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 12,607 | 248 | 0.0% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 12,545 | 247 | 0.07% | 0.07% | 314 | +55 | 0.44% | Q4 2025 | Jan 12, 2026 |
| Regal Investment Advisors LLC | History | New | 12,235 | 241 | 0.01% | — | 315 | +12,235 | New | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 12,137 | 239 | 0.06% | 0.06% | 316 | -166 | -1.35% | Q4 2025 | Jan 12, 2026 |
| Venture Visionary Partners LLC | History | New | 11,823 | 233 | 0.01% | — | 317 | +11,823 | New | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | Added to | 11,518 | 227 | 0.0% | 0.0% | 318 | +10,233 | 796.34% | Q4 2025 | Feb 12, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 11,259 | 222 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 11,216 | 221 | 0.01% | 0.01% | 320 | +167 | 1.51% | Q4 2025 | Feb 10, 2026 |
| FC Advisory LLC | History | Reduced | 10,903 | 215 | 0.06% | 0.08% | 321 | -2,565 | -19.05% | Q4 2025 | Jan 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 10,868 | 214 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | New | 10,432 | 205 | 0.04% | — | 325 | +10,432 | New | Q4 2025 | Jan 20, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 10,394 | 205 | 0.02% | 0.03% | 324 | -814 | -7.26% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 10,394 | 205 | 0.03% | 0.05% | 326 | -814 | -7.26% | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 10,419 | 205 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Foundry Financial Group, Inc. | History | No change | 10,159 | 200 | 0.1% | 0.11% | 327 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Integris Wealth Management, LLC | History | New | 10,100 | 199 | 0.05% | — | 330 | +10,100 | New | Q4 2025 | Jan 21, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 10,084 | 199 | 0.03% | 0.03% | 329 | -51 | -0.5% | Q4 2025 | Feb 06, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 10,122 | 199 | 0.07% | 0.07% | 328 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,792 | 173 | 0.02% | 0.02% | 331 | -792 | -8.26% | Q4 2025 | Jan 26, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 8,573 | 169 | 0.25% | 0.03% | 332 | -1,809 | -17.42% | Q4 2025 | Feb 18, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 7,982 | 157 | 0.02% | 0.02% | 333 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 7,813 | 154 | 0.0% | 0.0% | 334 | +529 | 7.26% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 7,801 | 153 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 7,418 | 146 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| EASTERN BANK | History | Reduced | 6,822 | 134 | 0.0% | 0.0% | 337 | -2,585 | -27.48% | Q4 2025 | Jan 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 6,383 | 126 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,325 | 105 | 0.0% | 0.0% | 339 | -245,711 | -97.88% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5,275 | 104 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GS Investments, Inc. | History | No change | 4,375 | 86 | 0.05% | 0.04% | 341 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 4,225 | 83 | 0.0% | 0.0% | 342 | +45 | 1.08% | Q4 2025 | Feb 09, 2026 |
| Marquette Asset Management, LLC | History | Added to | 4,106 | 81 | 0.01% | 0.01% | 343 | +146 | 3.69% | Q4 2025 | Jan 16, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 4,070 | 80 | 0.05% | 0.04% | 345 | +858 | 26.71% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,061 | 80 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | Added to | 3,766 | 74 | 0.0% | 0.0% | 346 | +1,539 | 69.11% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 3,568 | 70 | 0.0% | 0.01% | 347 | -12,800 | -78.2% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3,370 | 66 | 0.01% | — | 348 | +3,370 | New | Q4 2025 | Feb 09, 2026 |
| Topsail Wealth Management, LLC | History | No change | 3,035 | 59 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 2,623 | 51 | 0.01% | — | 350 | +2,623 | New | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | Added to | 2,432 | 48 | 0.0% | 0.0% | 351 | +38 | 1.59% | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,407 | 47 | 0.0% | — | 353 | +2,407 | New | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 2,383 | 47 | 0.0% | 0.0% | 352 | -1,912 | -44.52% | Q4 2025 | Feb 06, 2026 |
| Caldwell Trust Co | History | No change | 2,245 | 44 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| West Branch Capital LLC | History | Added to | 2,009 | 39 | 0.01% | 0.01% | 355 | +8 | 0.4% | Q4 2025 | Jan 16, 2026 |
| AlphaCore Capital LLC | History | New | 1,662 | 32 | 0.0% | — | 356 | +1,662 | New | Q4 2025 | Feb 05, 2026 |
| Davis Capital Management | History | Added to | 1,558 | 30 | 0.02% | 0.02% | 359 | +165 | 11.84% | Q4 2025 | Jan 28, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,525 | 30 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,546 | 30 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| BIRCHBROOK, INC. | History | New | 1,500 | 29 | 0.01% | — | 360 | +1,500 | New | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | New | 1,438 | 28 | 0.01% | — | 361 | +1,438 | New | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,350 | 26 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Smithfield Trust Co | History | No change | 1,073 | 20 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aspect Partners, LLC | History | No change | 1,028 | 20 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | No change | 997 | 19 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 894 | 17 | 0.0% | 0.0% | 366 | -293 | -24.68% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 760 | 15 | 0.0% | 0.0% | 368 | +129 | 20.44% | Q4 2025 | Jan 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 787 | 15 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 683 | 13 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | New | 617 | 12 | 0.0% | — | 370 | +617 | New | Q4 2025 | Jan 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 555 | 10 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 9 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 402 | 7 | 0.0% | 0.0% | 373 | +225 | 127.12% | Q4 2025 | Jan 21, 2026 |
| ORG Partners LLC | History | No change | 387 | 7 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | No change | 269 | 5 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | New | 251 | 4 | 0.0% | — | 377 | +251 | New | Q4 2025 | Jan 13, 2026 |
| First PREMIER Bank | History | No change | 205 | 4 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Imprint Wealth LLC | History | New | 117 | 2 | 0.01% | — | 378 | +117 | New | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 102 | 2 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -308,958 | -100.0% | Q3 2025 | Nov 14, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 1.12% | — | -250,047 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -164,488 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -122,193 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,561 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -63,471 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -52,556 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -25,163 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,147 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,114 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,273 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RETIREMENT GUYS FORMULA LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,754 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,316 | -100.0% | Q3 2025 | Nov 14, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -5,500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,861 | -100.0% | Q3 2025 | Nov 06, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -971 | -100.0% | Q3 2025 | Oct 21, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 25 | 0 | — | 0.0% | — | -580 | -95.87% | Q4 2025 | Feb 11, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 47 | 0 | — | — | — | +1 | 2.17% | Q4 2025 | Jan 28, 2026 |