Invesco Exchange-Traded Self-Indexed Fund Trust - BSCU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 9,598,976 | 162,414 | 0.01% | 0.01% | 1 | +1,863,230 | 24.09% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,060,043 | 153,295 | 1.1% | 1.05% | 2 | +477,730 | 5.57% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 7,850,122 | 132,693 | 0.4% | 0.38% | 3 | +726,647 | 10.2% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 5,068,013 | 85,750 | 0.02% | 0.02% | 4 | +1,673,174 | 49.29% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,047,247 | 85,399 | 0.03% | 0.03% | 5 | +163,813 | 3.35% | Q4 2025 | Feb 18, 2026 |
| TruWealth Advisors, LLC | History | Added to | 4,548,779 | 76,965 | 3.76% | 3.78% | 6 | +117,303 | 2.65% | Q4 2025 | Jan 07, 2026 |
| Invesco Ltd. | History | Added to | 4,233,963 | 71,638 | 0.01% | 0.01% | 7 | +1,106,773 | 35.39% | Q4 2025 | Feb 19, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,580,586 | 60,583 | 0.76% | 0.74% | 8 | +245,555 | 7.36% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,784,246 | 47,109 | 0.01% | 0.01% | 9 | +288,095 | 11.54% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,502,624 | 42,345 | 0.01% | — | 10 | +2,502,624 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,494,109 | 42,200 | 0.0% | 0.0% | 11 | +775,155 | 45.09% | Q4 2025 | Feb 17, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,485,698 | 42,058 | 2.45% | 2.36% | 12 | +112,568 | 4.74% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,393,019 | 40,489 | 0.76% | 0.7% | 13 | +188,987 | 8.57% | Q4 2025 | Feb 04, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 2,107,179 | 35,653 | 3.0% | 2.93% | 14 | +73,998 | 3.64% | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Added to | 2,058,778 | 34,834 | 0.01% | 0.0% | 15 | +321,221 | 18.49% | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | New | 1,869,646 | 31,634 | 0.36% | — | 16 | +1,869,646 | New | Q4 2025 | Jan 15, 2026 |
| TLWM | History | Reduced | 1,657,229 | 28,040 | 5.13% | 5.06% | 17 | -7,923 | -0.48% | Q4 2025 | Jan 12, 2026 |
| MAI Capital Management | History | Added to | 1,499,349 | 25,368 | 0.15% | 0.13% | 18 | +229,257 | 18.05% | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,416,186 | 23,961 | 2.3% | 2.26% | 19 | +89,066 | 6.71% | Q4 2025 | Feb 11, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 1,390,540 | 23,527 | 1.82% | 1.81% | 20 | -192,452 | -12.16% | Q4 2025 | Feb 11, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,351,092 | 22,860 | 1.81% | 1.81% | 21 | +65,283 | 5.08% | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | Added to | 1,283,744 | 21,722 | 0.11% | 0.13% | 22 | +113,881 | 9.73% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 1,037,972 | 17,562 | 2.44% | 2.22% | 23 | +146,616 | 16.45% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 985,488 | 16,674 | 0.0% | 0.01% | 24 | -540,362 | -35.41% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 959,428 | 16,233 | 0.03% | 0.02% | 25 | +45,587 | 4.99% | Q4 2025 | Feb 13, 2026 |
| Clark Asset Management, LLC | History | Added to | 951,611 | 16,101 | 1.67% | 1.56% | 26 | +159,854 | 20.19% | Q4 2025 | Jan 27, 2026 |
| Advisors Capital Management, LLC | History | Added to | 948,973 | 16,056 | 0.19% | 0.19% | 27 | +52,168 | 5.82% | Q4 2025 | Jan 29, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 942,490 | 15,946 | 6.66% | 6.67% | 28 | +42,056 | 4.67% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | Added to | 938,678 | 15,882 | 0.02% | 0.02% | 29 | +171,285 | 22.32% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 758,951 | 12,841 | 0.03% | 0.04% | 30 | -31,939 | -4.04% | Q4 2025 | Jan 26, 2026 |
| DAVIS R M INC | History | Added to | 730,328 | 12,357 | 0.21% | 0.14% | 31 | +263,520 | 56.45% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 725,925 | 12,282 | 0.03% | 0.02% | 32 | +217,887 | 42.89% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 692,043 | 11,709 | 0.02% | 0.01% | 33 | +192,215 | 38.46% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 658,652 | 11,144 | 0.03% | 0.03% | 34 | +116,741 | 21.54% | Q4 2025 | Feb 05, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | New | 653,537 | 11,057 | 2.11% | — | 35 | +653,537 | New | Q4 2025 | Jan 26, 2026 |
| Asset Dedication, LLC | History | Added to | 645,966 | 10,929 | 0.72% | 0.57% | 36 | +142,975 | 28.42% | Q4 2025 | Jan 26, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 636,580 | 10,770 | 0.45% | 0.42% | 37 | +37,535 | 6.27% | Q4 2025 | Feb 11, 2026 |
| Goepper Burkhardt LLC | History | Added to | 583,318 | 9,869 | 3.22% | 2.99% | 38 | +64,662 | 12.47% | Q4 2025 | Feb 09, 2026 |
| BCS Wealth Management | History | Added to | 554,902 | 9,388 | 0.95% | 0.99% | 39 | +295,030 | 113.53% | Q4 2025 | Jan 26, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 553,025 | 9,357 | 2.8% | 2.73% | 40 | +30,614 | 5.86% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 496,301 | 8,397 | 0.02% | 0.02% | 41 | -9,475 | -1.87% | Q4 2025 | Feb 11, 2026 |
| AMJ Financial Wealth Management | History | Added to | 489,328 | 8,279 | 1.96% | 1.94% | 42 | +8,189 | 1.7% | Q4 2025 | Feb 05, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 470,422 | 7,959 | 2.63% | 2.62% | 43 | +25,751 | 5.79% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 455,163 | 7,701 | 0.2% | 0.24% | 44 | +31,602 | 7.46% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 443,742 | 7,508 | 0.03% | 0.0% | 45 | +411,731 | 1286.22% | Q4 2025 | Feb 13, 2026 |
| GPM Growth Investors, Inc. | History | New | 440,939 | 7,460 | 2.91% | — | 46 | +440,939 | New | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 433,388 | 7,332 | 0.0% | 0.0% | 47 | +128,902 | 42.33% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning, LLC | History | New | 426,805 | 7,227 | 1.68% | — | 48 | +426,805 | New | Q4 2025 | Mar 17, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 423,334 | 7,162 | 0.83% | 0.83% | 49 | +20,554 | 5.1% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 422,221 | 7,143 | 0.04% | 0.02% | 50 | +214,949 | 103.7% | Q4 2025 | Jan 29, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 418,152 | 7,075 | 0.15% | 0.12% | 51 | +75,981 | 22.21% | Q4 2025 | Feb 12, 2026 |
| Align Financial, LLC | History | New | 6,633 | 6,633 | 0.0% | — | 52 | +6,633 | New | Q4 2025 | Feb 17, 2026 |
| Waycross Investment Management Co | History | Reduced | 381,292 | 6,451 | 5.67% | 6.58% | 53 | -139 | -0.04% | Q4 2025 | Jan 08, 2026 |
| Modern Wealth Management, LLC | History | Added to | 376,925 | 6,377 | 0.12% | 0.12% | 54 | +21,565 | 6.07% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 351,643 | 5,946 | 0.0% | 0.0% | 55 | +41,328 | 13.32% | Q4 2025 | Feb 17, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 342,936 | 5,802 | 3.46% | 2.99% | 56 | +57,242 | 20.04% | Q4 2025 | Jan 21, 2026 |
| Addison Advisors LLC | History | Added to | 330,671 | 5,594 | 1.26% | 1.22% | 57 | +18,908 | 6.06% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Advisors | History | Added to | 323,015 | 5,465 | 0.41% | 0.32% | 58 | +78,146 | 31.91% | Q4 2025 | Feb 12, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 317,690 | 5,375 | 1.16% | 1.07% | 59 | +43,792 | 15.99% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 300,746 | 5,088 | 0.06% | 0.05% | 60 | +50,106 | 19.99% | Q4 2025 | Feb 05, 2026 |
| NorthAvenue LLC | History | New | 261,264 | 4,420 | 3.66% | — | 61 | +261,264 | New | Q4 2025 | Apr 02, 2026 |
| Straight Path Wealth Management | History | Added to | 258,762 | 4,378 | 1.18% | 1.08% | 62 | +22,703 | 9.62% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 257,479 | 4,356 | 0.0% | 0.0% | 63 | +84,829 | 49.13% | Q4 2025 | Feb 17, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 253,663 | 4,291 | 2.47% | 1.7% | 64 | +83,480 | 49.05% | Q4 2025 | Jan 16, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | New | 252,676 | 4,275 | 0.56% | — | 65 | +252,676 | New | Q4 2025 | Feb 10, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 239,796 | 4,057 | 1.77% | 0.63% | 67 | +158,863 | 196.29% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 239,803 | 4,057 | 0.05% | 0.04% | 66 | +30,125 | 14.37% | Q4 2025 | Feb 05, 2026 |
| Legacy CG, LLC | History | Added to | 236,454 | 4,000 | 1.12% | 1.05% | 68 | +16,689 | 7.59% | Q4 2025 | Jan 26, 2026 |
| Souders Financial Advisors | History | Added to | 235,774 | 3,989 | 0.46% | 0.45% | 69 | +10,317 | 4.58% | Q4 2025 | Feb 02, 2026 |
| SFE Investment Counsel | History | Added to | 234,944 | 3,975 | 0.61% | 0.55% | 70 | +30,602 | 14.98% | Q4 2025 | Feb 05, 2026 |
| Horizons Wealth Management | History | Added to | 233,014 | 3,942 | 2.58% | 2.57% | 71 | +9,687 | 4.34% | Q4 2025 | Jan 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 229,656 | 3,885 | 0.01% | 0.01% | 72 | -207,480 | -47.46% | Q4 2025 | Feb 02, 2026 |
| ProVise Management Group, LLC | History | Added to | 227,565 | 3,850 | 0.27% | 0.03% | 73 | +205,505 | 931.57% | Q4 2025 | Jan 29, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 227,059 | 3,848 | 0.11% | — | 74 | +227,059 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 222,866 | 3,770 | 0.09% | 0.09% | 75 | +13,296 | 6.34% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 216,036 | 3,655 | 0.0% | 0.0% | 76 | +46,893 | 27.72% | Q4 2025 | Feb 13, 2026 |
| Farnam Financial LLC | History | Added to | 214,372 | 3,627 | 2.73% | 2.45% | 77 | +27,782 | 14.89% | Q4 2025 | Jan 26, 2026 |
| Carroll Advisory Group, LLC | History | New | 211,038 | 3,570 | 1.54% | — | 78 | +211,038 | New | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 208,145 | 3,525 | 0.0% | 0.0% | 79 | +37,819 | 22.2% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 202,912 | 3,433 | 0.0% | 0.01% | 80 | -129,337 | -38.93% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 201,506 | 3,409 | 0.01% | 0.01% | 81 | +43,794 | 27.77% | Q4 2025 | Feb 18, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 197,517 | 3,341 | 0.06% | 0.07% | 82 | +2,645 | 1.36% | Q4 2025 | Jan 16, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 196,267 | 3,320 | 0.25% | 0.25% | 83 | +4,218 | 2.2% | Q4 2025 | Feb 05, 2026 |
| Coastline Complete Wealth LLC | History | New | 193,748 | 3,278 | 2.06% | — | 84 | +193,748 | New | Q4 2025 | Feb 24, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 192,797 | 3,262 | 2.97% | 2.8% | 85 | +21,925 | 12.83% | Q4 2025 | Jan 15, 2026 |
| Colonial Trust Co / SC | History | Added to | 192,136 | 3,250 | 0.43% | 0.36% | 86 | +34,505 | 21.89% | Q4 2025 | Feb 12, 2026 |
| Opulen Financial Group LLC | History | Added to | 185,626 | 3,140 | 2.29% | 2.17% | 87 | +15,901 | 9.37% | Q4 2025 | Feb 10, 2026 |
| Carnegie Investment Counsel | History | Reduced | 177,601 | 3,005 | 0.06% | 0.06% | 88 | -3,584 | -1.98% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 171,548 | 2,902 | 0.06% | 0.06% | 89 | +21,637 | 14.43% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 168,945 | 2,858 | 0.01% | 0.0% | 90 | +35,068 | 26.19% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 163,321 | 2,763 | 0.05% | 0.0% | 91 | +151,862 | 1325.26% | Q4 2025 | Feb 09, 2026 |
| Avior Wealth Management, LLC | History | Added to | 158,034 | 2,673 | 0.08% | 0.07% | 92 | +34,619 | 28.05% | Q4 2025 | Jan 06, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 154,698 | 2,617 | 1.8% | 1.66% | 93 | +10,752 | 7.47% | Q4 2025 | Jan 26, 2026 |
| Ellevest, Inc. | History | Added to | 151,359 | 2,560 | 0.35% | 0.25% | 94 | +47,530 | 45.78% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 146,321 | 2,475 | 0.01% | 0.01% | 95 | +39,743 | 37.29% | Q4 2025 | Feb 09, 2026 |
| AlphaStar Capital Management, LLC | History | New | 139,819 | 2,365 | 0.17% | — | 96 | +139,819 | New | Q4 2025 | Feb 02, 2026 |
| Leo Wealth, LLC | History | New | 117,156 | 1,982 | 0.14% | — | 97 | +117,156 | New | Q4 2025 | Jan 21, 2026 |
| True Vision MN LLC | History | New | 115,731 | 1,958 | 1.0% | — | 98 | +115,731 | New | Q4 2025 | Jan 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 108,371 | 1,833 | 0.16% | 0.07% | 99 | +70,294 | 184.61% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 108,166 | 1,830 | 0.01% | 0.0% | 100 | +96,630 | 837.64% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 107,199 | 1,813 | 0.0% | 0.0% | 101 | +15,634 | 17.07% | Q4 2025 | Feb 10, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 96,889 | 1,639 | 0.2% | 0.2% | 102 | +2,600 | 2.76% | Q4 2025 | Feb 09, 2026 |
| SEMITAM BONAM LLC | History | Added to | 96,815 | 1,638 | 1.36% | 1.35% | 103 | +7,161 | 7.99% | Q4 2025 | Jan 20, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 92,685 | 1,568 | 0.38% | 0.39% | 104 | +1,032 | 1.13% | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 91,839 | 1,553 | 0.05% | 0.03% | 105 | +27,950 | 43.75% | Q4 2025 | Jan 09, 2026 |
| VestGen Advisors, LLC | History | Added to | 91,368 | 1,545 | 0.07% | 0.04% | 106 | +18,154 | 24.8% | Q4 2025 | Feb 17, 2026 |
| Ironwood Financial, llc | History | Added to | 91,094 | 1,540 | 0.26% | 0.27% | 107 | +1,623 | 1.81% | Q4 2025 | Jan 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 90,956 | 1,538 | 0.01% | 0.02% | 108 | -96,439 | -51.46% | Q4 2025 | Feb 17, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 89,046 | 1,506 | 0.41% | 0.39% | 109 | +5,624 | 6.74% | Q4 2025 | Jan 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 78,130 | 1,321 | 0.02% | 0.02% | 110 | +5,647 | 7.79% | Q4 2025 | Jan 29, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 75,880 | 1,283 | 0.48% | 0.49% | 111 | +2,713 | 3.71% | Q4 2025 | Jan 07, 2026 |
| River Wealth Advisors LLC | History | Added to | 74,800 | 1,265 | 0.14% | 0.14% | 112 | +3,506 | 4.92% | Q4 2025 | Feb 13, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 74,357 | 1,258 | 1.02% | 1.04% | 113 | -1,252 | -1.66% | Q4 2025 | Jan 29, 2026 |
| JPL Wealth Management, LLC | History | Added to | 70,920 | 1,199 | 0.29% | 0.23% | 114 | +12,482 | 21.36% | Q4 2025 | Feb 12, 2026 |
| Heritage Trust Co | History | Added to | 70,341 | 1,190 | 0.12% | 0.1% | 115 | +16,665 | 31.05% | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | Added to | 70,090 | 1,185 | 0.15% | 0.15% | 116 | +598 | 0.86% | Q4 2025 | Jan 20, 2026 |
| Livet Wealth, LLC | History | New | 69,618 | 1,177 | 0.73% | — | 117 | +69,618 | New | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 65,828 | 1,113 | 0.23% | 4.21% | 118 | -1,041,984 | -94.06% | Q4 2025 | Jan 14, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 64,071 | 1,084 | 0.62% | 0.66% | 119 | +2,981 | 4.88% | Q4 2025 | Feb 09, 2026 |
| Apella Capital, LLC | History | Reduced | 63,271 | 1,070 | 0.02% | 0.02% | 120 | -625 | -0.98% | Q4 2025 | Jan 21, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 62,944 | 1,065 | 0.15% | 0.09% | 121 | +24,464 | 63.58% | Q4 2025 | Jan 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 59,421 | 1,005 | 0.22% | 0.13% | 122 | +26,563 | 80.84% | Q4 2025 | Jan 09, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | New | 59,326 | 1,003 | 0.39% | — | 123 | +59,326 | New | Q4 2025 | Feb 04, 2026 |
| EVEXIA WEALTH LLC | History | Reduced | 58,262 | 988 | 0.28% | 0.99% | 124 | -135,830 | -69.98% | Q4 2025 | Jan 16, 2026 |
| Apeiron RIA LLC | History | Added to | 58,294 | 985 | 0.2% | 0.2% | 125 | +5,732 | 10.91% | Q4 2025 | Feb 03, 2026 |
| Legacy Private Trust Co. | History | Reduced | 58,131 | 983 | 0.06% | 0.07% | 126 | -7,083 | -10.86% | Q4 2025 | Jan 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,571 | 957 | 0.0% | 0.0% | 127 | +1,934 | 3.54% | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | New | 56,366 | 953 | 0.17% | — | 128 | +56,366 | New | Q4 2025 | Jan 26, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 56,154 | 950 | 0.14% | 0.11% | 129 | +13,381 | 31.28% | Q4 2025 | Jan 08, 2026 |
| Western Financial Corp/CA | History | New | 54,959 | 929 | 0.37% | — | 130 | +54,959 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 54,475 | 921 | 0.01% | 0.0% | 131 | +37,644 | 223.66% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 54,065 | 914 | 0.01% | 0.0% | 132 | +24,729 | 84.3% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 53,645 | 907 | 0.03% | 0.03% | 133 | -3,200 | -5.63% | Q4 2025 | Jan 30, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 51,782 | 876 | 0.34% | 0.35% | 134 | +300 | 0.58% | Q4 2025 | Feb 10, 2026 |
| Segment Wealth Management, LLC | History | No change | 51,670 | 874 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HANOVER ADVISORS INC | History | Added to | 49,852 | 843 | 0.33% | 0.31% | 136 | +3,005 | 6.41% | Q4 2025 | Feb 17, 2026 |
| Cordatus Wealth Management LLC | History | New | 49,374 | 835 | 0.19% | — | 137 | +49,374 | New | Q4 2025 | Jan 26, 2026 |
| CRA Financial Services, LLC | History | No change | 49,240 | 833 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 49,158 | 831 | 0.46% | 0.19% | 139 | +32,609 | 197.05% | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | Added to | 48,780 | 825 | 0.15% | 0.04% | 140 | +36,920 | 311.3% | Q4 2025 | Feb 09, 2026 |
| Rothschild Wealth LLC | History | New | 46,788 | 791 | 0.08% | — | 141 | +46,788 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 46,497 | 786 | 0.01% | 0.01% | 142 | +9,942 | 27.2% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 45,688 | 773 | 0.01% | 0.01% | 143 | +8,787 | 23.81% | Q4 2025 | Feb 12, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 44,149 | 747 | 0.23% | 0.23% | 144 | +282 | 0.64% | Q4 2025 | Jan 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 44,017 | 744 | 0.0% | — | 145 | +44,017 | New | Q4 2025 | Feb 18, 2026 |
| Redmond Asset Management, LLC | History | Added to | 43,115 | 729 | 0.19% | 0.17% | 146 | +1,800 | 4.36% | Q4 2025 | Feb 09, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 42,875 | 725 | 0.01% | 0.0% | 147 | +29,841 | 228.95% | Q4 2025 | Feb 11, 2026 |
| Keel Point, LLC | History | Added to | 42,721 | 722 | 0.04% | 0.04% | 148 | +7,938 | 22.82% | Q4 2025 | Feb 12, 2026 |
| Tempo Wealth, LLC | History | New | 42,290 | 715 | 0.13% | — | 149 | +42,290 | New | Q4 2025 | Feb 25, 2026 |
| HighTower Advisors, LLC | History | Added to | 41,759 | 706 | 0.0% | 0.0% | 150 | +9,054 | 27.68% | Q4 2025 | Feb 06, 2026 |
| Newport Capital Group, LLC | History | Added to | 40,033 | 677 | 0.41% | 0.42% | 151 | +445 | 1.12% | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | Added to | 39,498 | 668 | 0.06% | 0.06% | 152 | +1,995 | 5.32% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 39,016 | 660 | 0.01% | 0.02% | 153 | -157 | -0.4% | Q4 2025 | Feb 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 37,232 | 629 | 0.03% | 0.03% | 154 | +471 | 1.28% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Reduced | 35,545 | 601 | 0.0% | 0.0% | 155 | -1,345 | -3.65% | Q4 2025 | Jan 29, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 34,818 | 589 | 0.07% | 0.03% | 156 | +20,078 | 136.21% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Reduced | 34,439 | 582 | 0.0% | 0.0% | 157 | -5,911 | -14.65% | Q4 2025 | Feb 17, 2026 |
| First City Capital Management, Inc. | History | Added to | 34,333 | 580 | 0.31% | 0.31% | 158 | +700 | 2.08% | Q4 2025 | Jan 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 32,880 | 556 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Capital Analysts, LLC | History | Added to | 32,383 | 548 | 0.02% | 0.02% | 160 | +156 | 0.48% | Q4 2025 | Feb 11, 2026 |
| AA Financial Advisors, LLC | History | Added to | 31,918 | 540 | 0.1% | 0.1% | 161 | +668 | 2.14% | Q4 2025 | Jan 14, 2026 |
| JM2 Capital Inc. | History | New | 31,728 | 536 | 0.43% | — | 162 | +31,728 | New | Q4 2025 | Jan 23, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 30,948 | 523 | 0.29% | 0.17% | 163 | +13,375 | 76.11% | Q4 2025 | Jan 30, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 30,000 | 507 | 0.17% | — | 164 | +30,000 | New | Q4 2025 | Mar 27, 2026 |
| Western Wealth Management, LLC | History | No change | 29,875 | 505 | 0.02% | 0.03% | 165 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kessler Investment Group, LLC | History | New | 29,545 | 499 | 0.21% | — | 167 | +29,545 | New | Q4 2025 | Feb 03, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 29,500 | 499 | 0.01% | 0.02% | 166 | -675 | -2.24% | Q4 2025 | Feb 12, 2026 |
| Roundview Capital LLC | History | New | 28,054 | 474 | 0.03% | — | 168 | +28,054 | New | Q4 2025 | Feb 09, 2026 |
| Quartz Partners, LLC | History | Reduced | 27,538 | 465 | 0.17% | 0.19% | 169 | -3,810 | -12.15% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 27,034 | 457 | 0.0% | — | 170 | +27,034 | New | Q4 2025 | Feb 03, 2026 |
| Sensible Money, LLC | History | Added to | 26,796 | 453 | 0.14% | 0.11% | 171 | +7,144 | 36.35% | Q4 2025 | Feb 09, 2026 |
| Golden Reserve Retirement LLC | History | New | 26,464 | 447 | 0.08% | — | 172 | +26,464 | New | Q4 2025 | Jan 29, 2026 |
| Red Spruce Capital, LLC | History | Reduced | 26,254 | 438 | 0.17% | 0.52% | 173 | -48,986 | -65.11% | Q4 2025 | Jan 06, 2026 |
| Redwood Financial Network Corp | History | Added to | 25,079 | 424 | 0.27% | 0.23% | 175 | +3,522 | 16.34% | Q4 2025 | Feb 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 25,115 | 424 | 0.05% | 0.05% | 174 | +415 | 1.68% | Q4 2025 | Jan 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 24,970 | 422 | 0.0% | 0.0% | 176 | +205 | 0.83% | Q4 2025 | Feb 17, 2026 |
| Wealth Quarterback LLC | History | Added to | 24,513 | 414 | 0.15% | 0.12% | 177 | +6,636 | 37.12% | Q4 2025 | Jan 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 24,428 | 413 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 22,201 | 375 | 0.26% | — | 179 | +22,201 | New | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 22,025 | 372 | 0.01% | 0.0% | 180 | +5,560 | 33.77% | Q4 2025 | Feb 09, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 22,044 | 372 | 0.28% | 0.32% | 181 | -2,375 | -9.73% | Q4 2025 | Jan 23, 2026 |
| Meridian Financial Partners LLC | History | No change | 21,905 | 369 | 0.15% | 0.15% | 182 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GTS SECURITIES LLC | History | Added to | 21,200 | 358 | 0.01% | 0.01% | 183 | +3,402 | 19.11% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 21,004 | 355 | 0.0% | 0.0% | 184 | +2,646 | 14.41% | Q4 2025 | Jan 20, 2026 |
| Legacy Wealth Partners, LLC | History | New | 20,558 | 347 | 0.09% | — | 185 | +20,558 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 20,483 | 346 | 0.01% | 0.01% | 186 | +1,590 | 8.42% | Q4 2025 | Jan 13, 2026 |
| Aprio Wealth Management, LLC | History | New | 20,336 | 344 | 0.02% | — | 187 | +20,336 | New | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | New | 20,012 | 338 | 0.01% | — | 188 | +20,012 | New | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 19,820 | 335 | 0.04% | 0.03% | 189 | +8,481 | 74.79% | Q4 2025 | Jan 30, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 20,279 | 334 | 0.12% | 0.1% | 190 | +1,434 | 7.61% | Q4 2025 | Jan 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,410 | 328 | 0.0% | 0.0% | 191 | -14,362 | -42.53% | Q4 2025 | Feb 18, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 19,080 | 322 | 0.01% | — | 192 | +19,080 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 19,032 | 322 | 0.09% | 0.08% | 194 | +3,867 | 25.5% | Q4 2025 | Jan 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 19,054 | 322 | 0.01% | 0.01% | 193 | -454 | -2.33% | Q4 2025 | Feb 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 18,939 | 318 | 0.07% | 0.05% | 195 | +8,068 | 74.22% | Q4 2025 | Feb 04, 2026 |
| FIRST HORIZON CORP | History | Reduced | 18,545 | 313 | 0.01% | 0.02% | 196 | -725 | -3.76% | Q4 2025 | Jan 27, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | New | 17,805 | 301 | 0.06% | — | 197 | +17,805 | New | Q4 2025 | Jan 30, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 17,746 | 300 | 0.01% | 0.01% | 198 | +224 | 1.28% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Added to | 17,703 | 299 | 0.0% | 0.0% | 199 | +1,858 | 11.73% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 17,455 | 295 | 0.01% | 0.01% | 200 | -6,941 | -28.45% | Q4 2025 | Feb 19, 2026 |
| Bill Few Associates, Inc. | History | Added to | 17,160 | 290 | 0.07% | 0.05% | 201 | +5,035 | 41.53% | Q4 2025 | Jan 12, 2026 |
| Venture Visionary Partners LLC | History | New | 17,071 | 288 | 0.01% | — | 202 | +17,071 | New | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 16,591 | 280 | 0.0% | 0.0% | 203 | +5,264 | 46.47% | Q4 2025 | Feb 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 16,390 | 277 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Diversified Portfolios, Inc. | History | New | 16,176 | 273 | 0.02% | — | 206 | +16,176 | New | Q4 2025 | Feb 09, 2026 |
| Goodman Financial Corp | History | New | 16,140 | 273 | 0.05% | — | 205 | +16,140 | New | Q4 2025 | Jan 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 15,838 | 267 | 0.0% | 0.0% | 208 | +3,083 | 24.17% | Q4 2025 | Jan 28, 2026 |
| Insight Wealth Partners, LLC | History | No change | 15,818 | 267 | 0.04% | 0.08% | 207 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| YANKCOM Partnership | History | Added to | 15,750 | 266 | 0.11% | 0.09% | 209 | +3,550 | 29.1% | Q4 2025 | Jan 20, 2026 |
| DAVENPORT & Co LLC | History | No change | 15,455 | 261 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 15,167 | 256 | 0.01% | 0.01% | 211 | +1,500 | 10.98% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | New | 14,904 | 252 | 0.0% | — | 212 | +14,904 | New | Q4 2025 | Feb 13, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 14,775 | 249 | 0.05% | — | 213 | +14,775 | New | Q4 2025 | Feb 13, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 14,698 | 248 | 0.06% | 0.05% | 214 | +1,916 | 14.99% | Q4 2025 | Jan 23, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 13,820 | 233 | 0.15% | 0.13% | 215 | +1,980 | 16.72% | Q4 2025 | Feb 04, 2026 |
| Clearstead Trust, LLC | History | New | 13,567 | 229 | 0.04% | — | 216 | +13,567 | New | Q4 2025 | Feb 09, 2026 |
| Unified Investment Management | History | No change | 13,570 | 229 | 0.23% | 0.23% | 217 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 12,974 | 219 | 0.0% | — | 218 | +12,974 | New | Q4 2025 | Jan 29, 2026 |
| Valmark Advisers, Inc. | History | New | 12,755 | 215 | 0.0% | — | 219 | +12,755 | New | Q4 2025 | Jan 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 12,631 | 213 | 0.01% | 0.01% | 220 | +1,262 | 11.1% | Q4 2025 | Jan 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 12,317 | 208 | 0.0% | — | 221 | +12,317 | New | Q4 2025 | Feb 05, 2026 |
| Davis Capital Management | History | Added to | 12,267 | 207 | 0.14% | 0.14% | 222 | +65 | 0.53% | Q4 2025 | Jan 28, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 12,191 | 206 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 12,133 | 205 | 0.0% | — | 224 | +12,133 | New | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | No change | 12,064 | 204 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 12,016 | 203 | 0.0% | — | 226 | +12,016 | New | Q4 2025 | Feb 11, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 12,004 | 203 | 0.16% | 0.18% | 229 | -709 | -5.58% | Q4 2025 | Feb 10, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 12,044 | 203 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Darden Wealth Group Inc | History | No change | 12,000 | 203 | 0.1% | 0.11% | 228 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 11,328 | 191 | 0.0% | — | 230 | +11,328 | New | Q4 2025 | Feb 12, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 11,150 | 188 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | New | 10,963 | 185 | 0.03% | — | 233 | +10,963 | New | Q4 2025 | Jan 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 10,940 | 185 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 10,409 | 176 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| John W. Brooker & Co., CPAs | History | New | 10,342 | 174 | 0.31% | — | 235 | +10,342 | New | Q4 2025 | Jan 13, 2026 |
| Savvy Advisors, Inc. | History | New | 10,301 | 174 | 0.01% | — | 236 | +10,301 | New | Q4 2025 | Jan 20, 2026 |
| Net Worth Advisory Group | History | New | 10,025 | 169 | 0.03% | — | 237 | +10,025 | New | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 9,455 | 159 | 0.0% | — | 238 | +9,455 | New | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,792 | 148 | 0.0% | 0.0% | 239 | -235,026 | -96.39% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,196 | 121 | 0.0% | 0.0% | 240 | -46 | -0.64% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | No change | 6,867 | 116 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | New | 6,185 | 104 | 0.01% | — | 242 | +6,185 | New | Q4 2025 | Jan 26, 2026 |
| EASTERN BANK | History | Reduced | 5,789 | 97 | 0.0% | 0.0% | 243 | -3,021 | -34.29% | Q4 2025 | Jan 14, 2026 |
| Marquette Asset Management, LLC | History | Added to | 5,394 | 91 | 0.01% | 0.01% | 244 | +175 | 3.35% | Q4 2025 | Jan 16, 2026 |
| Crews Bank & Trust | History | Added to | 5,340 | 90 | 0.01% | 0.0% | 245 | +3,690 | 223.64% | Q4 2025 | Jan 21, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 5,176 | 87 | 0.05% | 0.04% | 246 | +1,534 | 42.12% | Q4 2025 | Feb 10, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 3,974 | 67 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3,913 | 66 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Added to | 3,894 | 65 | 0.0% | 0.0% | 249 | +1,996 | 105.16% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 3,315 | 56 | 0.0% | 0.0% | 250 | +11 | 0.33% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,151 | 53 | 0.0% | — | 251 | +3,151 | New | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,024 | 51 | 0.0% | 0.0% | 252 | +34 | 1.14% | Q4 2025 | Feb 06, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 2,960 | 50 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Noble Wealth Management PBC | History | No change | 3,000 | 50 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,695 | 45 | 0.01% | — | 255 | +2,695 | New | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | New | 2,007 | 33 | 0.0% | — | 256 | +2,007 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,360 | 23 | 0.0% | 0.0% | 257 | +566 | 71.28% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | No change | 1,280 | 21 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | New | 1,130 | 19 | 0.0% | — | 260 | +1,130 | New | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,176 | 19 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| West Branch Capital LLC | History | Added to | 1,064 | 18 | 0.0% | 0.0% | 261 | +4 | 0.38% | Q4 2025 | Jan 16, 2026 |
| Rossby Financial, LCC | History | Reduced | 845 | 14 | 0.0% | 0.01% | 263 | -611 | -41.96% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 834 | 14 | 0.0% | 0.0% | 262 | +334 | 66.8% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 801 | 13 | 0.0% | 0.06% | 264 | -43,375 | -98.19% | Q4 2025 | Jan 29, 2026 |
| BankPlus Trust Department | History | No change | 605 | 10 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 439 | 7 | 0.0% | 0.0% | 266 | -1,416 | -76.33% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 349 | 5 | 0.0% | 0.0% | 267 | +4 | 1.16% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 265 | 4 | 0.0% | — | 268 | +264 | 26400.0% | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 162 | 2 | 0.0% | 0.0% | 269 | +2 | 1.25% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -149,574 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Smartleaf Asset Management LLC | History | Reduced | 5 | 0 | — | 0.12% | — | -113,651 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,980 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.16% | — | -36,962 | -100.0% | Q3 2025 | Oct 09, 2025 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,533 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,325 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Phoenix Financial Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,374 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,653 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,886 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Latitude Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,428 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,106 | -100.0% | Q3 2025 | Nov 18, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -5,500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -4,197 | -99.81% | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -760 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2025 | Nov 06, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |