Invesco Exchange-Traded Self-Indexed Fund Trust - BSCT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 8,288,748 | 156,118 | 0.01% | 0.01% | 1 | +1,036,113 | 14.29% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 6,386,183 | 120,138 | 0.36% | 0.36% | 2 | +302,120 | 4.97% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,154,081 | 115,912 | 0.02% | 0.02% | 3 | +920,814 | 17.6% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,001,529 | 94,203 | 0.03% | 0.03% | 4 | +316,842 | 6.76% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 4,348,671 | 81,907 | 0.02% | 0.02% | 5 | +600,085 | 16.01% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,667,652 | 69,080 | 0.49% | 0.48% | 6 | +180,123 | 5.16% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,400,609 | 64,050 | 0.81% | 0.77% | 7 | +279,907 | 8.97% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Added to | 2,905,659 | 54,728 | 0.01% | 0.01% | 8 | +233,558 | 8.74% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,642,172 | 49,765 | 0.0% | 0.0% | 9 | +476,822 | 22.02% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 2,638,426 | 49,694 | 0.01% | 0.01% | 10 | +427,905 | 19.36% | Q4 2025 | Jan 29, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,615,214 | 49,257 | 1.53% | 1.59% | 11 | -5,735 | -0.22% | Q4 2025 | Jan 06, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,326,988 | 43,828 | 2.55% | 2.5% | 12 | +70,206 | 3.11% | Q4 2025 | Feb 05, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 2,246,389 | 42,310 | 7.91% | 8.31% | 13 | +32,393 | 1.46% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,155,733 | 40,603 | 0.01% | — | 14 | +2,155,733 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 2,067,834 | 38,947 | 0.22% | 0.21% | 15 | +281,044 | 15.73% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,920,628 | 36,175 | 0.01% | 0.01% | 16 | +103,777 | 5.71% | Q4 2025 | Feb 10, 2026 |
| TLWM | History | Added to | 1,464,068 | 27,575 | 5.05% | 0.07% | 17 | +1,442,670 | 6742.08% | Q4 2025 | Jan 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,399,075 | 26,351 | 0.02% | 0.02% | 18 | +126,354 | 9.93% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,295,196 | 24,395 | 1.94% | 1.93% | 19 | +68,420 | 5.58% | Q4 2025 | Feb 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,284,447 | 24,192 | 0.4% | 0.39% | 20 | +94,848 | 7.97% | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Reduced | 1,235,611 | 23,272 | 0.27% | 0.28% | 21 | -9,178 | -0.74% | Q4 2025 | Jan 15, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,221,624 | 23,009 | 2.21% | 2.18% | 22 | +72,559 | 6.31% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,048,418 | 19,752 | 0.03% | 0.03% | 23 | +54,539 | 5.49% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 1,021,027 | 19,231 | 2.67% | 2.89% | 24 | -22,635 | -2.17% | Q4 2025 | Feb 02, 2026 |
| Clark Asset Management, LLC | History | Added to | 1,001,898 | 18,870 | 1.96% | 1.83% | 25 | +163,563 | 19.51% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 949,055 | 17,875 | 0.04% | 0.04% | 26 | +25,486 | 2.76% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 944,959 | 17,798 | 0.33% | 0.3% | 27 | +89,832 | 10.51% | Q4 2025 | Feb 04, 2026 |
| Headland Capital, LLC | History | Added to | 939,993 | 17,704 | 4.93% | 4.87% | 28 | +16,985 | 1.84% | Q4 2025 | Jan 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 887,624 | 16,718 | 0.03% | 0.03% | 29 | +30,516 | 3.56% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 878,491 | 16,546 | 0.03% | 0.0% | 30 | +856,284 | 3855.92% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 848,796 | 15,987 | 0.04% | 0.04% | 31 | +97,419 | 12.97% | Q4 2025 | Feb 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 832,472 | 15,679 | 1.06% | 0.86% | 32 | +266,798 | 47.16% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 762,738 | 14,366 | 0.02% | 0.02% | 33 | +112,942 | 17.38% | Q4 2025 | Feb 13, 2026 |
| DAVIS R M INC | History | Added to | 734,881 | 13,841 | 0.24% | 0.21% | 34 | +84,794 | 13.04% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 723,538 | 13,627 | 0.05% | 0.06% | 35 | -25,217 | -3.37% | Q4 2025 | Feb 18, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 713,716 | 13,442 | 5.24% | 5.07% | 36 | +13,355 | 1.91% | Q4 2025 | Jan 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 658,780 | 12,408 | 3.76% | 3.76% | 37 | +3,733 | 0.57% | Q4 2025 | Feb 10, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 652,689 | 12,293 | 2.35% | 1.45% | 38 | +226,705 | 53.22% | Q4 2025 | Jan 26, 2026 |
| Goepper Burkhardt LLC | History | Added to | 628,242 | 11,832 | 3.86% | 3.61% | 39 | +64,520 | 11.45% | Q4 2025 | Feb 09, 2026 |
| Asset Dedication, LLC | History | Added to | 616,952 | 11,620 | 0.76% | 0.7% | 40 | +64,459 | 11.67% | Q4 2025 | Jan 26, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 584,484 | 11,008 | 0.46% | 0.42% | 41 | +41,783 | 7.7% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 560,124 | 10,550 | 0.02% | — | 42 | +560,124 | New | Q4 2025 | Feb 05, 2026 |
| Carrera Capital Advisors | History | Added to | 547,487 | 10,311 | 1.73% | 1.79% | 43 | +16,292 | 3.07% | Q4 2025 | Jan 30, 2026 |
| BCS Wealth Management | History | Added to | 546,592 | 10,295 | 1.04% | 1.06% | 44 | +295,928 | 118.06% | Q4 2025 | Jan 26, 2026 |
| Straight Path Wealth Management | History | Added to | 545,748 | 10,279 | 2.77% | 1.11% | 45 | +326,818 | 149.28% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 543,164 | 10,230 | 0.03% | 0.03% | 46 | -18,678 | -3.32% | Q4 2025 | Jan 26, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 541,528 | 10,199 | 0.79% | 0.79% | 47 | -77,503 | -12.52% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 541,414 | 10,197 | 0.0% | 0.0% | 48 | +165,149 | 43.89% | Q4 2025 | Feb 17, 2026 |
| First International Bank of Israel Ltd. | History | No change | 540,000 | 10,170 | 4.86% | 5.76% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 533,784 | 10,053 | 3.0% | 2.97% | 50 | +23,202 | 4.54% | Q4 2025 | Jan 12, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 499,758 | 9,412 | 1.98% | 1.99% | 51 | +18,050 | 3.75% | Q4 2025 | Jan 29, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 457,239 | 8,612 | 0.19% | 0.17% | 52 | +33,054 | 7.79% | Q4 2025 | Feb 12, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 433,582 | 8,166 | 1.51% | 2.0% | 53 | -106,870 | -19.77% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 424,917 | 8,003 | 0.0% | 0.0% | 54 | +73,017 | 20.75% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 416,240 | 7,839 | 0.04% | 0.03% | 55 | +126,340 | 43.58% | Q4 2025 | Jan 29, 2026 |
| Advisors Capital Management, LLC | History | Added to | 411,026 | 7,741 | 0.09% | 0.09% | 56 | +19,706 | 5.04% | Q4 2025 | Jan 29, 2026 |
| HUB Investment Partners, LLC | History | Added to | 409,561 | 7,714 | 0.2% | 0.24% | 57 | +19,735 | 5.06% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning, LLC | History | New | 390,874 | 7,368 | 1.71% | — | 58 | +390,874 | New | Q4 2025 | Mar 17, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 375,562 | 7,073 | 0.82% | 0.82% | 59 | +19,286 | 5.41% | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Advisors | History | Added to | 374,110 | 7,046 | 0.53% | 0.46% | 60 | +58,587 | 18.57% | Q4 2025 | Feb 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 355,700 | 6,699 | 0.45% | 0.47% | 61 | +405 | 0.11% | Q4 2025 | Jan 13, 2026 |
| Align Financial, LLC | History | New | 6,592 | 6,592 | 0.0% | — | 62 | +6,592 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 345,532 | 6,508 | 0.01% | 0.01% | 63 | -66,916 | -16.22% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 335,252 | 6,314 | 0.23% | 0.1% | 64 | +196,505 | 141.63% | Q4 2025 | Jan 21, 2026 |
| AMJ Financial Wealth Management | History | Added to | 328,920 | 6,195 | 1.46% | 1.45% | 65 | +5,136 | 1.59% | Q4 2025 | Feb 05, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 327,451 | 6,167 | 2.17% | 1.93% | 66 | +84,490 | 34.78% | Q4 2025 | Jan 29, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 317,519 | 5,980 | 3.44% | 2.52% | 67 | +90,712 | 40.0% | Q4 2025 | Jan 16, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 311,213 | 5,861 | 3.49% | 3.35% | 68 | +19,473 | 6.67% | Q4 2025 | Jan 21, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 309,571 | 5,838 | 1.26% | 1.28% | 69 | +16,046 | 5.47% | Q4 2025 | Feb 13, 2026 |
| ProVise Management Group, LLC | History | Added to | 307,212 | 5,786 | 0.41% | 0.33% | 70 | +65,783 | 27.25% | Q4 2025 | Jan 29, 2026 |
| SFE Investment Counsel | History | Added to | 307,038 | 5,783 | 0.89% | 0.86% | 71 | +19,476 | 6.77% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 299,026 | 5,632 | 0.11% | 0.11% | 72 | +36,616 | 13.95% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 297,887 | 5,611 | 0.01% | 0.01% | 73 | +122,281 | 69.63% | Q4 2025 | Feb 05, 2026 |
| Addison Advisors LLC | History | Added to | 292,826 | 5,515 | 1.24% | 1.21% | 74 | +16,116 | 5.82% | Q4 2025 | Feb 06, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 281,486 | 5,301 | 0.7% | 0.59% | 75 | +42,011 | 17.54% | Q4 2025 | Feb 10, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 275,437 | 5,187 | 2.27% | 1.84% | 76 | +62,610 | 29.42% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 259,905 | 4,895 | 0.01% | 0.01% | 77 | -115,557 | -30.78% | Q4 2025 | Feb 12, 2026 |
| Farnam Financial LLC | History | Added to | 254,999 | 4,802 | 3.61% | 3.13% | 78 | +40,711 | 19.0% | Q4 2025 | Jan 26, 2026 |
| Carnegie Investment Counsel | History | Added to | 251,108 | 4,729 | 0.09% | 0.08% | 79 | +13,528 | 5.69% | Q4 2025 | Jan 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 249,425 | 4,697 | 0.18% | 0.17% | 80 | +11,802 | 4.97% | Q4 2025 | Feb 17, 2026 |
| NorthAvenue LLC | History | New | 242,782 | 4,572 | 3.79% | — | 81 | +242,782 | New | Q4 2025 | Apr 02, 2026 |
| Trilogy Capital Inc. | History | New | 237,315 | 4,469 | 0.2% | — | 82 | +237,315 | New | Q4 2025 | Jan 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 228,425 | 4,302 | 0.02% | — | 83 | +228,425 | New | Q4 2025 | Jan 30, 2026 |
| Souders Financial Advisors | History | Added to | 223,588 | 4,211 | 0.48% | 0.48% | 84 | +7,637 | 3.54% | Q4 2025 | Feb 02, 2026 |
| Horizons Wealth Management | History | Added to | 218,064 | 4,107 | 2.69% | 2.77% | 85 | +2,038 | 0.94% | Q4 2025 | Jan 05, 2026 |
| Atria Investments, Inc | History | Added to | 214,581 | 4,041 | 0.05% | 0.04% | 86 | +28,147 | 15.1% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 212,458 | 4,001 | 0.02% | 0.01% | 87 | +42,053 | 24.68% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 211,553 | 3,984 | 0.02% | 0.02% | 88 | +1,285 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | Added to | 208,241 | 3,922 | 0.52% | 0.48% | 89 | +17,971 | 9.44% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 207,094 | 3,900 | 0.03% | 0.02% | 90 | +32,178 | 18.4% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 204,859 | 3,863 | 0.02% | 0.01% | 91 | +116,508 | 131.87% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 204,576 | 3,854 | 0.09% | 0.09% | 92 | +17,428 | 9.31% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 201,260 | 3,796 | 0.01% | 0.01% | 93 | +17,230 | 9.36% | Q4 2025 | Jan 08, 2026 |
| Carroll Advisory Group, LLC | History | New | 199,888 | 3,764 | 1.63% | — | 94 | +199,888 | New | Q4 2025 | Feb 09, 2026 |
| KINTRA WEALTH, LLC | History | New | 199,702 | 3,761 | 0.52% | — | 95 | +199,702 | New | Q4 2025 | Feb 18, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 197,110 | 3,712 | 0.28% | 0.28% | 96 | +3,829 | 1.98% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 191,585 | 3,608 | 0.01% | 0.01% | 97 | +32,235 | 20.23% | Q4 2025 | Feb 17, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 183,439 | 3,455 | 3.15% | 3.3% | 98 | +2,385 | 1.32% | Q4 2025 | Jan 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 182,382 | 3,435 | 0.04% | 0.04% | 99 | +20,983 | 13.0% | Q4 2025 | Feb 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 181,561 | 3,419 | 0.06% | 0.07% | 100 | +2,249 | 1.25% | Q4 2025 | Jan 16, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 178,535 | 3,362 | 0.96% | 1.03% | 101 | -8,581 | -4.59% | Q4 2025 | Jan 09, 2026 |
| Coastline Complete Wealth LLC | History | New | 176,559 | 3,325 | 2.09% | — | 102 | +176,559 | New | Q4 2025 | Feb 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 174,544 | 3,287 | 0.05% | 0.05% | 103 | +21,361 | 13.94% | Q4 2025 | Feb 09, 2026 |
| Opulen Financial Group LLC | History | Added to | 161,452 | 3,040 | 2.21% | 2.14% | 104 | +11,253 | 7.49% | Q4 2025 | Feb 10, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 158,548 | 2,986 | 0.19% | 0.19% | 105 | -696 | -0.44% | Q4 2025 | Feb 17, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 152,007 | 2,863 | 0.38% | 0.22% | 106 | +68,016 | 80.98% | Q4 2025 | Jan 30, 2026 |
| Aspen Investment Management Inc | History | No change | 150,655 | 2,838 | 0.86% | 1.1% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Old Port Advisors | History | Added to | 145,997 | 2,749 | 0.67% | 0.61% | 108 | +16,344 | 12.61% | Q4 2025 | Jan 08, 2026 |
| Ironwood Financial, llc | History | Added to | 145,283 | 2,737 | 0.46% | 0.48% | 109 | +468 | 0.32% | Q4 2025 | Jan 15, 2026 |
| Parisi Gray Wealth Management | History | New | 145,041 | 2,731 | 0.62% | — | 110 | +145,041 | New | Q4 2025 | Jan 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 142,971 | 2,692 | 0.02% | 0.01% | 111 | +17,162 | 13.64% | Q4 2025 | Feb 09, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 138,261 | 2,604 | 1.79% | 1.64% | 112 | +10,282 | 8.03% | Q4 2025 | Jan 26, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 137,367 | 2,587 | 0.19% | 0.21% | 113 | +9,558 | 7.48% | Q4 2025 | Feb 02, 2026 |
| Ellevest, Inc. | History | Added to | 136,796 | 2,576 | 0.36% | 0.34% | 114 | +10,091 | 7.96% | Q4 2025 | Feb 10, 2026 |
| EVEXIA WEALTH LLC | History | Reduced | 130,363 | 2,461 | 0.69% | 0.85% | 115 | -20,755 | -13.73% | Q4 2025 | Jan 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 128,735 | 2,424 | 0.02% | 0.0% | 116 | +112,713 | 703.49% | Q4 2025 | Feb 18, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 124,710 | 2,349 | 0.62% | 0.69% | 117 | -7,697 | -5.81% | Q4 2025 | Feb 09, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 124,305 | 2,341 | 0.36% | 0.37% | 118 | +261 | 0.21% | Q4 2025 | Jan 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 114,416 | 2,155 | 0.0% | 0.0% | 119 | -113,704 | -49.84% | Q4 2025 | Feb 11, 2026 |
| Sound Stewardship, LLC | History | Added to | 114,309 | 2,153 | 1.03% | 0.12% | 120 | +101,430 | 787.56% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 113,813 | 2,143 | 0.0% | 0.0% | 121 | +21,541 | 23.35% | Q4 2025 | Feb 10, 2026 |
| True Vision MN LLC | History | Added to | 110,535 | 2,081 | 1.06% | 1.04% | 122 | +3,890 | 3.65% | Q4 2025 | Jan 14, 2026 |
| Sigma Planning Corp | History | Added to | 110,381 | 2,079 | 0.06% | 0.05% | 123 | +9,022 | 8.9% | Q4 2025 | Jan 30, 2026 |
| Livet Wealth, LLC | History | New | 101,803 | 1,917 | 1.18% | — | 124 | +101,803 | New | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 100,904 | 1,900 | 0.08% | 0.17% | 125 | -172,321 | -63.07% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 100,011 | 1,883 | 0.0% | 0.0% | 126 | +10,453 | 11.67% | Q4 2025 | Feb 02, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 97,781 | 1,841 | 0.49% | 0.42% | 127 | +23,920 | 32.39% | Q4 2025 | Jan 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 95,440 | 1,797 | 0.4% | 0.29% | 128 | +32,754 | 52.25% | Q4 2025 | Jan 09, 2026 |
| Heritage Trust Co | History | Added to | 93,119 | 1,753 | 0.18% | 0.15% | 129 | +16,558 | 21.63% | Q4 2025 | Feb 10, 2026 |
| SEMITAM BONAM LLC | History | Added to | 92,571 | 1,743 | 1.45% | 1.46% | 130 | +5,769 | 6.65% | Q4 2025 | Jan 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 91,180 | 1,717 | 0.02% | 0.02% | 131 | -5,784 | -5.97% | Q4 2025 | Feb 13, 2026 |
| Oder Investment Management, LLC | History | Added to | 86,489 | 1,629 | 1.18% | 0.38% | 132 | +58,164 | 205.35% | Q4 2025 | Feb 12, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 85,427 | 1,609 | 0.39% | 0.4% | 133 | +943 | 1.12% | Q4 2025 | Jan 23, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 83,399 | 1,570 | 0.2% | 0.19% | 134 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 82,785 | 1,559 | 0.88% | 0.29% | 135 | +57,907 | 232.76% | Q4 2025 | Feb 09, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 82,046 | 1,545 | 0.27% | — | 136 | +82,046 | New | Q4 2025 | Jan 14, 2026 |
| FCA CORP /TX | History | Added to | 81,336 | 1,531 | 0.43% | 0.42% | 137 | +1,144 | 1.43% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 78,134 | 1,471 | 0.04% | 0.03% | 138 | +4,723 | 6.43% | Q4 2025 | Feb 11, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 77,195 | 1,453 | 0.39% | 0.38% | 139 | +4,586 | 6.32% | Q4 2025 | Jan 13, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 76,741 | 1,445 | 1.17% | 1.21% | 140 | -2,523 | -3.18% | Q4 2025 | Jan 29, 2026 |
| XY Planning Network, Inc. | History | New | 75,480 | 1,421 | 0.25% | — | 141 | +75,480 | New | Q4 2025 | Jan 26, 2026 |
| CRA Financial Services, LLC | History | Added to | 75,223 | 1,416 | 0.19% | 0.18% | 142 | +6,400 | 9.3% | Q4 2025 | Jan 16, 2026 |
| River Wealth Advisors LLC | History | Added to | 74,586 | 1,404 | 0.16% | 0.16% | 143 | +305 | 0.41% | Q4 2025 | Feb 13, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 73,652 | 1,387 | 0.19% | 0.17% | 144 | +11,689 | 18.86% | Q4 2025 | Jan 23, 2026 |
| Red Spruce Capital, LLC | History | Reduced | 81,922 | 1,386 | 0.55% | 1.53% | 145 | -117,293 | -58.88% | Q4 2025 | Jan 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 71,762 | 1,351 | 0.05% | 0.03% | 146 | +23,753 | 49.48% | Q4 2025 | Jan 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 71,473 | 1,346 | 0.02% | 0.02% | 147 | +4,779 | 7.17% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 69,841 | 1,315 | 0.0% | 0.0% | 148 | +25,302 | 56.81% | Q4 2025 | Feb 06, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 67,074 | 1,263 | 0.47% | 0.48% | 149 | +2,386 | 3.69% | Q4 2025 | Jan 07, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 65,486 | 1,233 | 0.69% | 0.81% | 150 | +3,126 | 5.01% | Q4 2025 | Jan 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 63,754 | 1,200 | 0.11% | 0.12% | 151 | +70 | 0.11% | Q4 2025 | Jan 30, 2026 |
| Unified Investment Management | History | Added to | 61,139 | 1,151 | 1.15% | 1.15% | 152 | +11 | 0.02% | Q4 2025 | Feb 09, 2026 |
| Independence Bank of Kentucky | History | Reduced | 60,442 | 1,138 | 0.14% | 0.15% | 153 | -140 | -0.23% | Q4 2025 | Jan 20, 2026 |
| WEBSTER BANK, N. A. | History | New | 59,248 | 1,115 | 0.1% | — | 154 | +59,248 | New | Q4 2025 | Jan 23, 2026 |
| Apeiron RIA LLC | History | Reduced | 59,119 | 1,113 | 0.23% | 0.26% | 155 | -2,045 | -3.34% | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | Added to | 57,403 | 1,081 | 0.2% | 0.2% | 156 | +1,330 | 2.37% | Q4 2025 | Feb 09, 2026 |
| Leo Wealth, LLC | History | New | 56,997 | 1,073 | 0.08% | — | 157 | +56,997 | New | Q4 2025 | Jan 21, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | New | 56,977 | 1,073 | 0.41% | — | 158 | +56,977 | New | Q4 2025 | Feb 04, 2026 |
| Apella Capital, LLC | History | Reduced | 56,863 | 1,071 | 0.02% | 0.02% | 159 | -601 | -1.05% | Q4 2025 | Jan 21, 2026 |
| Tempo Wealth, LLC | History | New | 56,406 | 1,062 | 0.19% | — | 161 | +56,406 | New | Q4 2025 | Feb 25, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 56,426 | 1,062 | 0.35% | 0.21% | 160 | +24,655 | 77.6% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 55,494 | 1,045 | 0.0% | 0.0% | 162 | -6,140 | -9.96% | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | Added to | 53,980 | 1,016 | 0.06% | 0.06% | 163 | +1,130 | 2.14% | Q4 2025 | Jan 29, 2026 |
| HANOVER ADVISORS INC | History | Added to | 50,882 | 958 | 0.37% | 0.35% | 164 | +3,540 | 7.48% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 50,314 | 947 | 0.0% | 0.0% | 165 | +8,247 | 19.6% | Q4 2025 | Jan 29, 2026 |
| Western Financial Corp/CA | History | Reduced | 50,185 | 945 | 0.37% | 0.41% | 166 | -436 | -0.86% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Added to | 49,784 | 938 | 0.03% | 0.03% | 167 | +2,686 | 5.7% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 48,709 | 917 | 0.0% | — | 168 | +48,709 | New | Q4 2025 | Feb 18, 2026 |
| Towne Trust Company, N.A | History | Added to | 47,260 | 890 | 0.28% | 0.2% | 169 | +13,637 | 40.56% | Q4 2025 | Jan 26, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 46,501 | 875 | 0.12% | 0.15% | 170 | -1,170 | -2.45% | Q4 2025 | Jan 14, 2026 |
| Redmond Asset Management, LLC | History | Added to | 45,448 | 856 | 0.22% | 0.2% | 171 | +1,080 | 2.43% | Q4 2025 | Feb 09, 2026 |
| Redwood Financial Network Corp | History | Added to | 44,035 | 829 | 0.53% | 0.5% | 172 | +2,269 | 5.43% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 44,006 | 828 | 0.0% | — | 173 | +44,006 | New | Q4 2025 | Feb 05, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 43,744 | 823 | 0.19% | 0.17% | 174 | +6,153 | 16.37% | Q4 2025 | Jan 26, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 43,262 | 814 | 0.4% | 0.36% | 175 | +4,999 | 13.06% | Q4 2025 | Jan 29, 2026 |
| Newport Capital Group, LLC | History | No change | 41,800 | 787 | 0.48% | 0.49% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 40,775 | 767 | 0.17% | 0.11% | 177 | +13,275 | 48.27% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 40,435 | 761 | 0.02% | 0.02% | 178 | -2,235 | -5.24% | Q4 2025 | Feb 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 40,116 | 755 | 0.04% | 0.04% | 179 | +505 | 1.27% | Q4 2025 | Jan 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 38,974 | 734 | 0.03% | 0.03% | 180 | +6,567 | 20.26% | Q4 2025 | Feb 02, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 38,357 | 722 | 0.06% | 0.03% | 181 | +22,771 | 146.1% | Q4 2025 | Jan 15, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 38,010 | 715 | 0.0% | 0.01% | 182 | -20,048 | -34.53% | Q4 2025 | Feb 11, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 37,094 | 698 | 0.4% | 0.41% | 183 | +2,904 | 8.49% | Q4 2025 | Feb 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 36,973 | 696 | 0.01% | 0.01% | 184 | +1,344 | 3.77% | Q4 2025 | Feb 09, 2026 |
| Net Worth Advisory Group | History | Added to | 35,822 | 674 | 0.14% | 0.08% | 185 | +20,620 | 135.64% | Q4 2025 | Jan 14, 2026 |
| Vantage Point Financial LLC | History | Reduced | 35,761 | 673 | 0.24% | 0.27% | 186 | -651 | -1.79% | Q4 2025 | Feb 02, 2026 |
| Allen Capital Group, LLC | History | Added to | 35,422 | 667 | 0.06% | 0.06% | 187 | +1,811 | 5.39% | Q4 2025 | Feb 09, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 35,329 | 665 | 0.2% | 0.38% | 188 | -29,808 | -45.76% | Q4 2025 | Jan 28, 2026 |
| BROWN ADVISORY INC | History | Added to | 34,940 | 658 | 0.0% | 0.0% | 189 | +800 | 2.34% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 34,475 | 649 | 0.05% | 0.02% | 190 | +18,900 | 121.35% | Q4 2025 | Feb 26, 2026 |
| JM2 Capital Inc. | History | New | 34,305 | 646 | 0.52% | — | 191 | +34,305 | New | Q4 2025 | Jan 23, 2026 |
| Genesis Wealth Advisors, LLC | History | New | 32,350 | 609 | 0.42% | — | 192 | +32,350 | New | Q4 2025 | Feb 13, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 31,868 | 600 | 0.14% | 0.11% | 193 | +6,958 | 27.93% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 31,845 | 599 | 0.0% | 0.0% | 194 | +254 | 0.8% | Q4 2025 | Jan 28, 2026 |
| Goodman Financial Corp | History | No change | 31,634 | 595 | 0.11% | 0.12% | 195 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | Reduced | 31,165 | 586 | 0.0% | 0.0% | 196 | -1,740 | -5.29% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 30,831 | 580 | 0.0% | 0.0% | 197 | +11,391 | 58.6% | Q4 2025 | Feb 12, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 29,985 | 564 | 0.36% | 0.31% | 198 | +4,995 | 19.99% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 29,511 | 555 | 0.01% | 0.01% | 199 | +7,397 | 33.45% | Q4 2025 | Feb 12, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 29,365 | 553 | 0.14% | 0.2% | 200 | -11,798 | -28.66% | Q4 2025 | Jan 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 29,256 | 551 | 0.01% | 0.01% | 201 | -1,653 | -5.35% | Q4 2025 | Feb 10, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 29,016 | 546 | 0.07% | 0.07% | 202 | +165 | 0.57% | Q4 2025 | Jan 14, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 28,607 | 538 | 0.07% | 0.17% | 203 | -819 | -2.78% | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 27,771 | 523 | 0.29% | 0.17% | 204 | +12,024 | 76.36% | Q4 2025 | Jan 30, 2026 |
| Kessler Investment Group, LLC | History | Reduced | 27,418 | 516 | 0.22% | 0.22% | 205 | -463 | -1.66% | Q4 2025 | Feb 03, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Added to | 26,265 | 495 | 0.1% | 0.06% | 206 | +8,715 | 49.66% | Q4 2025 | Jan 30, 2026 |
| Wagner Wealth Management, Corp | History | New | 25,793 | 485 | 0.48% | — | 207 | +25,793 | New | Q4 2025 | Feb 12, 2026 |
| Roundview Capital LLC | History | No change | 25,349 | 477 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Reduced | 25,257 | 475 | 0.0% | 0.0% | 209 | -3 | -0.01% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 24,605 | 463 | 0.01% | 0.01% | 210 | +2 | 0.01% | Q4 2025 | Jan 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 24,569 | 462 | 0.0% | 0.0% | 211 | +14,259 | 138.3% | Q4 2025 | Mar 25, 2026 |
| Mariner, LLC | History | Added to | 24,344 | 458 | 0.0% | 0.0% | 212 | +3,545 | 17.04% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,147 | 454 | 0.0% | 0.0% | 213 | +9,162 | 61.14% | Q4 2025 | Jan 23, 2026 |
| Sensible Money, LLC | History | Added to | 23,361 | 440 | 0.14% | 0.1% | 214 | +8,235 | 54.44% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 23,208 | 437 | 0.0% | — | 215 | +23,208 | New | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | Reduced | 23,135 | 435 | 0.02% | 0.02% | 216 | -338 | -1.44% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | New | 23,017 | 433 | 0.01% | — | 218 | +23,017 | New | Q4 2025 | Feb 03, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 23,018 | 433 | 0.12% | 0.09% | 217 | +1,370 | 6.33% | Q4 2025 | Jan 12, 2026 |
| Brown Financial Advisory | History | No change | 22,730 | 428 | 0.22% | 0.22% | 219 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 22,486 | 423 | 0.05% | 0.05% | 220 | +371 | 1.68% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 22,288 | 419 | 0.05% | 0.04% | 221 | +6,634 | 42.38% | Q4 2025 | Jan 21, 2026 |
| Wealth Quarterback LLC | History | Added to | 22,011 | 414 | 0.15% | 0.12% | 222 | +5,967 | 37.19% | Q4 2025 | Jan 15, 2026 |
| GTS SECURITIES LLC | History | New | 21,848 | 411 | 0.01% | — | 223 | +21,848 | New | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,655 | 407 | 0.02% | 0.02% | 224 | +500 | 2.36% | Q4 2025 | Feb 05, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 21,450 | 402 | 0.09% | 0.07% | 225 | +7,617 | 55.06% | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 20,830 | 392 | 0.0% | 0.0% | 226 | +1,408 | 7.25% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 20,715 | 390 | 0.11% | 0.12% | 227 | +35 | 0.17% | Q4 2025 | Feb 05, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 20,079 | 378 | 0.26% | — | 228 | +20,079 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 19,924 | 375 | 0.01% | 0.01% | 229 | +850 | 4.46% | Q4 2025 | Jan 13, 2026 |
| Summit Financial, LLC | History | Added to | 19,608 | 369 | 0.01% | 0.01% | 230 | +1,602 | 8.9% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,553 | 368 | 0.01% | 0.0% | 231 | +11,709 | 149.27% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 19,162 | 360 | 0.0% | 0.0% | 232 | +6,272 | 48.66% | Q4 2025 | Feb 17, 2026 |
| Meridian Financial Partners LLC | History | No change | 18,915 | 355 | 0.14% | 0.15% | 233 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Berger Financial Group, Inc | History | New | 18,659 | 351 | 0.02% | — | 234 | +18,659 | New | Q4 2025 | Jan 27, 2026 |
| Legacy Wealth Partners, LLC | History | New | 18,599 | 350 | 0.09% | — | 235 | +18,599 | New | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | New | 18,487 | 348 | 0.02% | — | 236 | +18,487 | New | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 18,242 | 343 | 0.01% | 0.01% | 237 | +2,607 | 16.67% | Q4 2025 | Feb 06, 2026 |
| Financially in Tune, LLC | History | New | 18,093 | 340 | 0.32% | — | 238 | +18,093 | New | Q4 2025 | Feb 27, 2026 |
| YANKCOM Partnership | History | Added to | 17,973 | 338 | 0.14% | 0.13% | 239 | +2,660 | 17.37% | Q4 2025 | Jan 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 17,329 | 326 | 0.05% | 0.06% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SNS Financial Group, LLC | History | New | 16,682 | 314 | 0.03% | — | 241 | +16,682 | New | Q4 2025 | Feb 02, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 16,628 | 313 | 0.09% | 0.09% | 242 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 16,573 | 312 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 16,426 | 309 | 0.19% | 0.18% | 244 | +1,206 | 7.92% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 16,215 | 305 | 0.01% | 0.01% | 245 | +531 | 3.39% | Q4 2025 | Feb 17, 2026 |
| ASL Financial, LLC | History | New | 16,070 | 302 | 0.24% | — | 246 | +16,070 | New | Q4 2025 | Jan 20, 2026 |
| Crews Bank & Trust | History | Added to | 15,500 | 291 | 0.04% | 0.04% | 247 | +1,100 | 7.64% | Q4 2025 | Jan 21, 2026 |
| Venture Visionary Partners LLC | History | New | 15,372 | 289 | 0.01% | — | 249 | +15,372 | New | Q4 2025 | Feb 13, 2026 |
| Quartz Partners, LLC | History | Reduced | 15,368 | 289 | 0.11% | 0.2% | 248 | -13,553 | -46.86% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | New | 15,116 | 284 | 0.0% | — | 250 | +15,116 | New | Q4 2025 | Feb 17, 2026 |
| Golden Reserve Retirement LLC | History | New | 15,001 | 282 | 0.05% | — | 251 | +15,001 | New | Q4 2025 | Jan 29, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 14,750 | 277 | 0.09% | 0.08% | 253 | +4,600 | 45.32% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 14,716 | 277 | 0.01% | 0.01% | 252 | +1,783 | 13.79% | Q4 2025 | Jan 14, 2026 |
| Diversified Portfolios, Inc. | History | New | 14,479 | 272 | 0.02% | — | 254 | +14,479 | New | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | No change | 14,143 | 266 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 13,725 | 258 | 0.0% | — | 257 | +13,725 | New | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 13,743 | 258 | 0.01% | 0.01% | 256 | +152 | 1.12% | Q4 2025 | Jan 09, 2026 |
| Flaharty Asset Management, LLC | History | No change | 13,600 | 256 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RVW Wealth, LLC | History | Added to | 13,114 | 247 | 0.02% | 0.02% | 259 | +2,018 | 18.19% | Q4 2025 | Jan 12, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 13,058 | 245 | 0.07% | 0.07% | 260 | +530 | 4.23% | Q4 2025 | Jan 29, 2026 |
| Certified Advisory Corp | History | Added to | 12,837 | 241 | 0.02% | 0.02% | 261 | +665 | 5.46% | Q4 2025 | Jan 12, 2026 |
| ORG Partners LLC | History | Added to | 12,483 | 235 | 0.04% | 0.04% | 262 | +540 | 4.52% | Q4 2025 | Jan 14, 2026 |
| Clearstead Trust, LLC | History | New | 12,196 | 229 | 0.04% | — | 263 | +12,196 | New | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKET INC. | History | New | 12,000 | 226 | 0.0% | — | 264 | +12,000 | New | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 11,949 | 225 | 0.01% | — | 265 | +11,949 | New | Q4 2025 | Jan 23, 2026 |
| DOVER ADVISORS, LLC | History | No change | 11,929 | 224 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Foundry Financial Group, Inc. | History | New | 11,780 | 221 | 0.11% | — | 267 | +11,780 | New | Q4 2025 | Feb 04, 2026 |
| Integris Wealth Management, LLC | History | New | 11,674 | 219 | 0.05% | — | 268 | +11,674 | New | Q4 2025 | Jan 21, 2026 |
| Bill Few Associates, Inc. | History | No change | 11,600 | 218 | 0.05% | 0.06% | 269 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 11,507 | 216 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Claris Financial LLC | History | New | 11,459 | 215 | 0.11% | — | 271 | +11,459 | New | Q4 2025 | Feb 19, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 11,604 | 215 | 0.07% | 0.06% | 272 | +1,285 | 12.45% | Q4 2025 | Jan 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 11,403 | 214 | 0.01% | 0.01% | 273 | +541 | 4.98% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 11,236 | 211 | 0.01% | 0.0% | 274 | +1,075 | 10.58% | Q4 2025 | Feb 13, 2026 |
| Darden Wealth Group Inc | History | No change | 11,000 | 207 | 0.1% | 0.11% | 275 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 10,803 | 203 | 0.13% | 0.13% | 276 | +2 | 0.02% | Q4 2025 | Jan 28, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 10,586 | 199 | 0.03% | 0.03% | 278 | -54 | -0.51% | Q4 2025 | Feb 06, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 10,605 | 199 | 0.07% | 0.07% | 277 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,407 | 177 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Westside Investment Management, Inc. | History | No change | 6,208 | 116 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 5,959 | 112 | 0.01% | 0.01% | 281 | +66 | 1.12% | Q4 2025 | Feb 18, 2026 |
| Davis Capital Management | History | Reduced | 5,881 | 110 | 0.08% | 0.08% | 282 | -170 | -2.81% | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Added to | 4,446 | 83 | 0.0% | 0.0% | 283 | +2,367 | 113.85% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,415 | 83 | 0.0% | 0.0% | 284 | +1,491 | 50.99% | Q4 2025 | Jan 20, 2026 |
| Marquette Asset Management, LLC | History | Added to | 4,358 | 82 | 0.01% | 0.01% | 285 | +118 | 2.78% | Q4 2025 | Jan 16, 2026 |
| EASTERN BANK | History | Reduced | 4,322 | 81 | 0.0% | 0.0% | 286 | -2,827 | -39.54% | Q4 2025 | Jan 14, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 4,244 | 79 | 0.05% | 0.04% | 287 | +850 | 25.04% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | No change | 3,354 | 63 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,179 | 59 | 0.0% | — | 289 | +3,179 | New | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 3,114 | 58 | 0.0% | 0.0% | 290 | +551 | 21.5% | Q4 2025 | Feb 06, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 2,658 | 50 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CX Institutional | History | Added to | 2,422 | 46 | 0.0% | 0.0% | 292 | +40 | 1.68% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,411 | 45 | 0.01% | — | 293 | +2,411 | New | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,313 | 43 | 0.0% | 0.0% | 294 | +681 | 41.73% | Q4 2025 | Mar 16, 2026 |
| Y.D. More Investments Ltd | History | No change | 2,100 | 39 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | New | 1,806 | 34 | 0.0% | — | 297 | +1,806 | New | Q4 2025 | Feb 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,825 | 34 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,696 | 31 | 0.0% | — | 298 | +1,696 | New | Q4 2025 | Feb 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,500 | 28 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Added to | 1,387 | 26 | 0.0% | 0.0% | 300 | +430 | 44.93% | Q4 2025 | Jan 05, 2026 |
| AE Wealth Management LLC | History | Added to | 1,326 | 24 | 0.0% | 0.0% | 301 | +602 | 83.15% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,158 | 21 | 0.0% | 0.0% | 302 | +334 | 40.53% | Q4 2025 | Feb 02, 2026 |
| Smithfield Trust Co | History | No change | 1,150 | 21 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aspect Partners, LLC | History | No change | 1,056 | 19 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | New | 984 | 18 | 0.0% | — | 305 | +984 | New | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 937 | 17 | 0.0% | 0.0% | 306 | +269 | 40.27% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 722 | 13 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 412 | 7 | 0.0% | 0.0% | 308 | -1,578 | -79.3% | Q4 2025 | Feb 11, 2026 |
| RHL GROUP, LLC | History | New | 374 | 7 | 0.01% | — | 311 | +374 | New | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 392 | 7 | 0.0% | 0.0% | 310 | +235 | 149.68% | Q4 2025 | Jan 21, 2026 |
| Community Bank, N.A. | History | No change | 380 | 7 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | Reduced | 361 | 6 | 0.0% | 0.0% | 314 | -266 | -42.42% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 341 | 6 | 0.0% | 0.0% | 312 | +4 | 1.19% | Q4 2025 | Feb 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 343 | 6 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| First PREMIER Bank | History | No change | 220 | 4 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lummis Asset Management, LP | History | New | 162 | 3 | 0.0% | — | 317 | +162 | New | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | No change | 183 | 3 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Imprint Wealth LLC | History | New | 140 | 2 | 0.01% | — | 318 | +140 | New | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | New | 65 | 1 | 0.0% | — | 319 | +65 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 94 | 1 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -161,641 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143,522 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -68,494 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Legacy Private Trust Co. | History | Closed out | 0 | 0 | — | 0.02% | — | -17,753 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -12,512 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,278 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,070 | -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 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,355 | -100.0% | Q3 2025 | Nov 14, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,103 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -731 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Elevated Capital Advisors, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Jan 27, 2026 |
| Aventura Private Wealth, LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |