Nuveen S&P 500 BuyWrite Income Fund - BXMX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 12,037,265 | 176,947 | 0.01% | 0.01% | 1 | +236,500 | 2.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,722,466 | 25,320 | 0.01% | 0.01% | 2 | -5,480 | -0.32% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,707,328 | 25,097 | 0.0% | 0.0% | 3 | -7,730 | -0.45% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 1,445,343 | 21,246 | 0.0% | 0.0% | 4 | -86,118 | -5.62% | Q4 2025 | Feb 19, 2026 |
| UBS Group AG | History | Reduced | 1,433,452 | 21,071 | 0.0% | 0.0% | 5 | -28,584 | -1.96% | Q4 2025 | Jan 29, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,306,523 | 19,205 | 0.32% | 0.29% | 6 | +118,723 | 10.0% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,057,645 | 15,547 | 0.03% | 0.02% | 7 | +53,370 | 5.31% | Q4 2025 | Jan 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,051,368 | 15,455 | 0.0% | 0.0% | 8 | +65,327 | 6.63% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 864,351 | 12,705 | 0.0% | 0.0% | 9 | +2,741 | 0.32% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 688,353 | 10,118 | 0.01% | 0.01% | 10 | -10,352 | -1.48% | Q4 2025 | Feb 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 584,818 | 8,596 | 0.06% | 0.07% | 11 | -69,366 | -10.6% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 532,098 | 7,822 | 0.02% | 0.02% | 12 | -4,728 | -0.88% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 461,647 | 6,786 | 0.0% | — | 13 | +461,647 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 451,649 | 6,639 | 0.01% | 0.01% | 14 | +32,376 | 7.72% | Q4 2025 | Feb 17, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 366,510 | 5,424 | 1.22% | 1.52% | 15 | -56,257 | -13.31% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 349,963 | 5,142 | 0.0% | 0.0% | 16 | +15,207 | 4.54% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 326,600 | 4,801 | 0.0% | 0.0% | 17 | +24,772 | 8.21% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 277,034 | 4,072 | 0.01% | 0.01% | 18 | -11,487 | -3.98% | Q4 2025 | Feb 11, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 246,917 | 3,629 | 0.29% | 0.3% | 19 | -4,337 | -1.73% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 245,449 | 3,608 | 0.0% | 0.01% | 20 | -46,669 | -15.98% | Q4 2025 | Feb 12, 2026 |
| Sage Capital Management, LLC | History | Reduced | 239,661 | 3,523 | 1.63% | 1.66% | 21 | -15,957 | -6.24% | Q4 2025 | Jan 15, 2026 |
| &PARTNERS | History | Added to | 201,587 | 2,963 | 0.02% | 0.01% | 22 | +110,239 | 120.68% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 176,905 | 2,600 | 0.09% | 0.06% | 23 | +69,393 | 64.54% | Q4 2025 | Jan 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 176,287 | 2,591 | 0.0% | 0.0% | 24 | +3,557 | 2.06% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 175,873 | 2,585 | 0.0% | 0.0% | 25 | -2,212 | -1.24% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 138,187 | 2,024 | 0.0% | 0.0% | 26 | +107,848 | 355.48% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 135,519 | 1,992 | 0.0% | 0.0% | 27 | -33,861 | -19.99% | Q4 2025 | Feb 17, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 133,174 | 1,957 | 0.45% | — | 28 | +133,174 | New | Q4 2025 | Feb 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 127,179 | 1,870 | 0.02% | 0.01% | 29 | -759 | -0.59% | Q4 2025 | Jan 05, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 126,381 | 1,857 | 0.62% | — | 30 | +126,381 | New | Q4 2025 | Mar 27, 2026 |
| AQR Arbitrage LLC | History | Reduced | 125,210 | 1,840 | 0.04% | 0.09% | 31 | -115,188 | -47.92% | Q4 2025 | Feb 17, 2026 |
| NCP Inc. | History | Added to | 124,716 | 1,833 | 1.48% | 1.28% | 32 | +5,808 | 4.88% | Q4 2025 | Feb 17, 2026 |
| TPG Advisors LLC | History | Reduced | 122,371 | 1,798 | 1.12% | 1.2% | 33 | -4,130 | -3.26% | Q4 2025 | Jan 21, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 121,640 | 1,788 | 0.57% | 1.01% | 34 | -77,587 | -38.94% | Q4 2025 | Jan 26, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 113,259 | 1,664 | 0.29% | 0.31% | 35 | -1,137 | -0.99% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 106,029 | 1,558 | 0.03% | 0.03% | 36 | +2,709 | 2.62% | Q4 2025 | Feb 09, 2026 |
| Compound Planning, Inc. | History | Added to | 95,651 | 1,406 | 0.04% | 0.04% | 37 | +14,672 | 18.12% | Q4 2025 | Feb 19, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 94,573 | 1,390 | 0.32% | 0.32% | 38 | -1,473 | -1.53% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 92,980 | 1,366 | 0.01% | 0.01% | 39 | -3,553 | -3.68% | Q4 2025 | Jan 29, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 89,516 | 1,315 | 0.77% | 0.83% | 40 | -11,471 | -11.36% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 89,051 | 1,309 | 0.0% | 0.01% | 41 | +1,549 | 1.77% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 83,340 | 1,225 | 0.01% | 0.0% | 42 | +13,034 | 18.54% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 76,618 | 1,126 | 0.05% | 0.05% | 43 | +517 | 0.68% | Q4 2025 | Feb 10, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 72,819 | 1,069 | 1.38% | 1.71% | 44 | -5,066 | -6.5% | Q4 2025 | Jan 07, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 69,078 | 1,015 | 0.83% | 0.98% | 45 | +315 | 0.46% | Q4 2025 | Feb 02, 2026 |
| Patten Group, Inc. | History | Added to | 67,086 | 986 | 0.18% | 0.16% | 46 | +9,617 | 16.73% | Q4 2025 | Jan 23, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 60,100 | 883 | 0.31% | 0.31% | 47 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Logan Stone Capital, LLC | History | New | 58,669 | 862 | 0.21% | — | 48 | +58,669 | New | Q4 2025 | Feb 17, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | New | 56,216 | 827 | 0.09% | — | 49 | +56,216 | New | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 52,707 | 774 | 0.0% | 0.0% | 50 | +719 | 1.38% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | New | 51,793 | 761 | 0.01% | — | 51 | +51,793 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 51,758 | 760 | 0.05% | 0.05% | 52 | +4,223 | 8.88% | Q4 2025 | Feb 03, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 49,679 | 754 | 0.02% | 0.03% | 53 | -3,002 | -5.7% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 50,737 | 745 | 0.0% | 0.0% | 54 | +4,495 | 9.72% | Q4 2025 | Feb 06, 2026 |
| Alteri Wealth LLC | History | Added to | 50,108 | 736 | 0.24% | 0.25% | 55 | +28 | 0.06% | Q4 2025 | Feb 11, 2026 |
| GatePass Capital, LLC | History | No change | 46,000 | 676 | 0.35% | 0.38% | 56 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 44,517 | 654 | 0.0% | 0.0% | 57 | -2,494 | -5.31% | Q4 2025 | Jan 29, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 43,883 | 645 | 0.63% | — | 58 | +43,883 | New | Q4 2025 | Jan 26, 2026 |
| Ionic Capital Management LLC | History | New | 42,861 | 630 | 0.08% | — | 59 | +42,861 | New | Q4 2025 | Feb 17, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 42,074 | 618 | 0.06% | 0.06% | 60 | -19 | -0.05% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 41,887 | 615 | 0.0% | 0.0% | 61 | -8 | -0.02% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Advisors, LLC | History | Reduced | 41,504 | 610 | 0.02% | 0.13% | 62 | -222,783 | -84.3% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 41,243 | 606 | 0.02% | 0.02% | 63 | +1,041 | 2.59% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 39,680 | 583 | 0.0% | 0.0% | 64 | +3,032 | 8.27% | Q4 2025 | Mar 16, 2026 |
| High Point Wealth Management, LLC | History | New | 39,066 | 574 | 0.54% | — | 65 | +39,066 | New | Q4 2025 | Jan 29, 2026 |
| Pflug Koory, LLC | History | Added to | 38,938 | 572 | 0.27% | 0.25% | 66 | +1,830 | 4.93% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 37,873 | 556 | 0.0% | — | 67 | +37,873 | New | Q4 2025 | Feb 05, 2026 |
| PMG Family Office LLC | History | Added to | 37,052 | 544 | 0.63% | 0.61% | 68 | +25 | 0.07% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 36,892 | 542 | 0.0% | 0.0% | 69 | -9,057 | -19.71% | Q4 2025 | Feb 10, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 36,709 | 539 | 0.34% | 0.35% | 70 | -300 | -0.81% | Q4 2025 | Jan 15, 2026 |
| Leo Wealth, LLC | History | No change | 34,991 | 514 | 0.04% | 0.07% | 71 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 34,300 | 504 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 33,534 | 492 | 0.14% | 0.09% | 73 | +6,034 | 21.94% | Q4 2025 | Jan 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 33,370 | 490 | 0.03% | 0.02% | 74 | +1,869 | 5.93% | Q4 2025 | Feb 17, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 32,004 | 470 | 0.15% | 0.15% | 75 | +452 | 1.43% | Q4 2025 | Jan 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 31,681 | 465 | 0.0% | 0.0% | 76 | +1,212 | 3.98% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 31,019 | 455 | 0.0% | 0.0% | 77 | -3,228 | -9.43% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 28,947 | 425 | 0.01% | 0.0% | 78 | +25,051 | 642.99% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 28,864 | 424 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 27,978 | 411 | 0.05% | 0.05% | 80 | -147 | -0.52% | Q4 2025 | Jan 26, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 27,738 | 407 | 0.27% | 0.26% | 81 | +2,278 | 8.95% | Q4 2025 | Jan 08, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 27,191 | 399 | 0.0% | 0.0% | 82 | -4,438 | -14.03% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | New | 26,885 | 395 | 0.01% | — | 83 | +26,885 | New | Q4 2025 | Mar 12, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Reduced | 26,833 | 392 | 0.24% | 0.27% | 84 | -349 | -1.28% | Q4 2025 | Feb 27, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 23,400 | 343 | 0.05% | 0.06% | 85 | -2,258 | -8.8% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Reduced | 22,988 | 337 | 0.0% | 0.01% | 86 | -4,271 | -15.67% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,627 | 332 | 0.0% | 0.0% | 87 | +2,513 | 12.49% | Q4 2025 | Feb 13, 2026 |
| Pasadena Private Wealth, LLC | History | New | 21,548 | 316 | 0.04% | — | 88 | +21,548 | New | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 21,377 | 314 | 0.02% | 0.02% | 89 | +500 | 2.39% | Q4 2025 | Jan 26, 2026 |
| Palogic Value Management, L.P. | History | No change | 21,371 | 314 | 0.13% | 0.12% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 21,063 | 309 | 0.05% | 0.02% | 91 | +10,657 | 102.41% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 20,867 | 306 | 0.0% | 0.0% | 92 | +8,508 | 68.84% | Q4 2025 | Feb 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 20,625 | 303 | 0.02% | — | 93 | +20,625 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 20,565 | 302 | 0.01% | 0.01% | 94 | -91 | -0.44% | Q4 2025 | Jan 13, 2026 |
| Armor Investment Advisors, LLC | History | No change | 19,673 | 289 | 0.11% | 0.09% | 95 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 19,363 | 284 | 0.19% | 0.17% | 96 | +1,244 | 6.87% | Q4 2025 | Jan 05, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 19,177 | 281 | 0.11% | 0.11% | 97 | +588 | 3.16% | Q4 2025 | Jan 15, 2026 |
| Triumph Capital Management | History | Added to | 18,132 | 266 | 0.06% | 0.07% | 98 | +700 | 4.02% | Q4 2025 | Feb 12, 2026 |
| Apriem Advisors | History | No change | 17,968 | 264 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 17,537 | 257 | 0.0% | — | 100 | +17,537 | New | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 17,278 | 253 | 0.01% | 0.02% | 101 | +3,200 | 22.73% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Reduced | 17,174 | 252 | 0.01% | 0.01% | 102 | -2,628 | -13.27% | Q4 2025 | Feb 12, 2026 |
| DECISION INVESTMENTS, INC | History | New | 16,936 | 248 | 0.27% | — | 103 | +16,936 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,662 | 244 | 0.0% | 0.0% | 104 | +3,454 | 26.15% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,283 | 239 | 0.0% | — | 105 | +16,283 | New | Q4 2025 | Feb 12, 2026 |
| Bay Capital Advisors, LLC | History | No change | 15,950 | 234 | 0.14% | 0.15% | 106 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| COMMERCE BANK | History | No change | 15,819 | 232 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 15,633 | 229 | 0.0% | 0.0% | 108 | -475 | -2.95% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | No change | 15,035 | 221 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pointe Capital Management LLC | History | New | 14,155 | 208 | 0.1% | — | 110 | +14,155 | New | Q4 2025 | Feb 17, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 14,207 | 208 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,101 | 207 | 0.0% | 0.0% | 112 | +1,340 | 10.5% | Q4 2025 | Jan 29, 2026 |
| Quantedge Capital Pte Ltd | History | New | 13,900 | 204 | 0.1% | — | 114 | +13,900 | New | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,923 | 204 | 0.0% | 0.0% | 115 | -4,349 | -23.8% | Q4 2025 | Jan 29, 2026 |
| CHOREO, LLC | History | Reduced | 13,790 | 204 | 0.0% | 0.0% | 116 | -2,299 | -14.29% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | No change | 13,927 | 204 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 13,768 | 202 | 0.0% | — | 117 | +13,768 | New | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 13,225 | 194 | 0.04% | 0.04% | 118 | +211 | 1.62% | Q4 2025 | Feb 12, 2026 |
| Centurion Wealth Management LLC | History | No change | 12,318 | 181 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Quarry LP | History | New | 11,723 | 172 | 0.03% | — | 120 | +11,723 | New | Q4 2025 | Feb 13, 2026 |
| KLCM Advisors, Inc. | History | New | 11,694 | 171 | 0.01% | — | 121 | +11,694 | New | Q4 2025 | Feb 04, 2026 |
| Horizon Wealth Management, LLC | History | No change | 11,660 | 171 | 0.03% | 0.02% | 122 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 10,976 | 161 | 0.04% | — | 123 | +10,976 | New | Q4 2025 | Feb 09, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 10,738 | 157 | 0.02% | 0.03% | 124 | -1,888 | -14.95% | Q4 2025 | Feb 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 10,353 | 152 | 0.09% | — | 125 | +10,353 | New | Q4 2025 | Feb 11, 2026 |
| Snowden Capital Advisors LLC | History | New | 10,339 | 151 | 0.0% | — | 127 | +10,339 | New | Q4 2025 | Feb 17, 2026 |
| Almitas Capital LLC | History | New | 10,320 | 151 | 0.03% | — | 126 | +10,320 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 9,748 | 143 | 0.0% | 0.0% | 128 | +8,000 | 457.67% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | New | 9,321 | 137 | 0.0% | — | 129 | +9,321 | New | Q4 2025 | Jan 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 8,609 | 126 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,273 | 121 | 0.0% | 0.0% | 131 | +6,448 | 353.32% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 8,000 | 117 | 0.11% | — | 132 | +8,000 | New | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 7,594 | 112 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 7,655 | 112 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,179 | 76 | 0.0% | 0.0% | 135 | +353 | 7.31% | Q4 2025 | Jan 23, 2026 |
| BAYBAN | History | New | 5,000 | 73 | 0.06% | — | 137 | +5,000 | New | Q4 2025 | Mar 05, 2026 |
| US BANCORP \DE\ | History | No change | 5,000 | 73 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | New | 4,645 | 68 | 0.0% | — | 138 | +4,645 | New | Q4 2025 | Feb 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 4,100 | 60 | 0.03% | 0.03% | 139 | +36 | 0.89% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | No change | 3,450 | 50 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 3,400 | 49 | 0.0% | 0.0% | 141 | +932 | 37.76% | Q4 2025 | Jan 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 3,000 | 44 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,534 | 37 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,511 | 36 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,428 | 35 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Added to | 2,250 | 33 | 0.0% | 0.0% | 146 | +2,000 | 800.0% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 2,199 | 32 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,027 | 29 | 0.0% | — | 149 | +2,027 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 29 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 1,875 | 27 | 0.0% | — | 150 | +1,875 | New | Q4 2025 | Jan 21, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,800 | 26 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bangor Savings Bank | History | No change | 1,057 | 15 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Kilter Group LLC | History | Added to | 975 | 14 | 0.01% | 0.01% | 153 | +35 | 3.72% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 930 | 13 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hoese & Co LLP | History | No change | 875 | 12 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 811 | 11 | 0.0% | — | 156 | +811 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 693 | 10 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Imprint Wealth LLC | History | Reduced | 630 | 9 | 0.04% | 0.06% | 158 | -630 | -50.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 564 | 8 | 0.0% | 0.0% | 159 | -1,136 | -66.82% | Q4 2025 | Jan 28, 2026 |
| WPG Advisers, LLC | History | Reduced | 562 | 8 | 0.01% | 0.01% | 160 | -68 | -10.79% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 500 | 7 | 0.0% | — | 161 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 504 | 7 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 465 | 6 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 435 | 6 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 406 | 5 | 0.0% | — | 165 | +406 | New | Q4 2025 | Feb 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 256 | 3 | 0.0% | 0.0% | 169 | -233 | -47.65% | Q4 2025 | Jan 22, 2026 |
| Lodestone Wealth Management LLC | History | New | 228 | 3 | 0.0% | — | 167 | +228 | New | Q4 2025 | Jan 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 250 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Co / SC | History | No change | 254 | 3 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 187 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 200 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 115 | 1 | 0.0% | 0.01% | 172 | -2,780 | -96.03% | Q4 2025 | Jan 22, 2026 |
| SHP Wealth Management | History | New | 110 | 1 | 0.0% | — | 174 | +110 | New | Q4 2025 | Mar 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 109 | 1 | 0.0% | — | 175 | +109 | New | Q4 2025 | Feb 10, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -124,735 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.12% | — | -52,360 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PGIM Custom Harvest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,760 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,544 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -11,183 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealth Dimensions Group, Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,943 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,000 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,090 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,061 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -978 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -978 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Key FInancial Inc | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |