Blackstone Secured Lending Fund - BXSL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 47 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,113,850 | 160,977 | 0.01% | 0.01% | 1 | +419,183 | 7.36% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 5,931,804 | 156,184 | 0.01% | 0.01% | 2 | -1,248,969 | -17.39% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 5,149,915 | 135,597 | 0.11% | 0.06% | 3 | +2,721,843 | 112.1% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 4,731,343 | 124,576 | 0.02% | 0.01% | 4 | +2,504,617 | 112.48% | Q4 2025 | Jan 29, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 3,812,309 | 100,378 | 0.25% | 0.27% | 5 | -96,378 | -2.47% | Q4 2025 | Feb 10, 2026 |
| Blackstone Inc. | History | No change | 3,206,530 | 84,427 | 0.33% | 0.34% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,998,446 | 78,949 | 0.11% | 0.13% | 7 | -234,307 | -7.25% | Q4 2025 | Mar 09, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 2,217,115 | 58,376 | 0.1% | 0.09% | 8 | +200,000 | 9.92% | Q4 2025 | Feb 12, 2026 |
| Generali Asset Management SPA SGR | History | No change | 2,044,480 | 53,831 | 1.1% | 1.14% | 9 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 1,890,349 | 49,772 | 0.35% | 0.24% | 10 | +602,417 | 46.77% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,576,295 | 41,787 | 1.98% | 1.89% | 11 | +210,918 | 15.45% | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,509,327 | 39,740 | 0.01% | 0.01% | 12 | -183,130 | -10.82% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 1,420,112 | 37,391 | 0.03% | 0.03% | 13 | -10,833 | -0.76% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,402,691 | 36,932 | 0.01% | — | 14 | +1,402,691 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,335,943 | 35,175 | 0.0% | 0.0% | 15 | -17,148 | -1.27% | Q4 2025 | Feb 11, 2026 |
| CCLA Investment Management | History | Reduced | 1,287,641 | 33,903 | 0.54% | 0.94% | 16 | -973,676 | -43.06% | Q4 2025 | Jan 22, 2026 |
| Muzinich & Co., Inc. | History | Added to | 1,169,989 | 30,805 | 9.69% | 9.15% | 17 | +261,922 | 28.84% | Q4 2025 | Jan 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,126,343 | 29,656 | 0.04% | 0.02% | 18 | +561,644 | 99.46% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,073,328 | 28,260 | 0.0% | 0.0% | 19 | +442,328 | 70.1% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,006,504 | 26,501 | 0.03% | 0.03% | 20 | -36,610 | -3.51% | Q4 2025 | Feb 06, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 893,548 | 23,527 | 0.01% | 0.01% | 21 | +71,452 | 8.69% | Q4 2025 | Jan 23, 2026 |
| Altshuler Shaham Ltd | History | New | 803,000 | 23,404 | 0.36% | — | 22 | +803,000 | New | Q4 2025 | Feb 17, 2026 |
| LM Advisors LLC | History | Reduced | 623 | 22,988 | 0.41% | 0.09% | 23 | -21,465 | -97.18% | Q4 2025 | Feb 13, 2026 |
| ARES MANAGEMENT LLC | History | Reduced | 801,100 | 21,092 | 1.2% | 0.97% | 24 | -20,000 | -2.44% | Q4 2025 | Feb 13, 2026 |
| Progeny 3, Inc. | History | No change | 772,156 | 20,330 | 1.09% | 1.04% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Empyrean Capital Partners, LP | History | New | 765,000 | 20,142 | 0.7% | — | 26 | +765,000 | New | Q4 2025 | Feb 17, 2026 |
| Allen Investment Management, LLC | History | Added to | 756,339 | 19,914 | 0.22% | 0.21% | 27 | +40,972 | 5.73% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 747,315 | 19,676 | 0.0% | 0.0% | 28 | -127,306 | -14.56% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 746,743 | 19,663 | 0.0% | 0.0% | 29 | -247 | -0.03% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 726,603 | 19,131 | 0.01% | 0.01% | 30 | -349,175 | -32.46% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 704,758 | 18,556 | 0.01% | 0.01% | 31 | +86,097 | 13.92% | Q4 2025 | Feb 18, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 648,034 | 17,062 | 0.0% | 0.0% | 32 | -58,737 | -8.31% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 624,587 | 16,445 | 0.0% | 0.0% | 33 | -111,734 | -15.17% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 611,227 | 16,093 | 0.01% | 0.01% | 34 | -314,465 | -33.97% | Q4 2025 | Feb 17, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 575,884 | 15,163 | 0.18% | 0.2% | 35 | -44,349 | -7.15% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 547,128 | 14,806 | 0.06% | 0.02% | 36 | +346,941 | 173.31% | Q4 2025 | Feb 17, 2026 |
| Border to Coast Pensions Partnership Ltd | History | No change | 550,000 | 14,508 | 0.25% | 0.25% | 37 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Trexquant Investment LP | History | Reduced | 434,911 | 11,451 | 0.1% | 0.13% | 38 | -35,781 | -7.6% | Q4 2025 | Feb 17, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 422,584 | 11,126 | 1.09% | 1.09% | 39 | +3,747 | 0.89% | Q4 2025 | Jan 29, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 421,826 | 10,980 | 1.26% | 1.33% | 40 | +5,849 | 1.41% | Q4 2025 | Feb 03, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 401,117 | 10,561 | 0.89% | 1.28% | 41 | -167,709 | -29.48% | Q4 2025 | Jan 12, 2026 |
| John & Kathleen Schreiber Foundation | History | Added to | 381,581 | 10,047 | 7.82% | 3.35% | 42 | +183,192 | 92.34% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 357,450 | 9,412 | 0.02% | 0.02% | 43 | -2,858 | -0.79% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 335,535 | 8,834 | 0.01% | 0.01% | 44 | -62,158 | -15.63% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 323,543 | 8,518 | 0.0% | 0.0% | 45 | -62,021 | -16.09% | Q4 2025 | Feb 10, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 299,118 | 7,875 | 6.8% | 6.06% | 46 | -20,351 | -6.37% | Q4 2025 | Feb 09, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 297,483 | 7,832 | 0.79% | 0.1% | 47 | +260,339 | 700.89% | Q4 2025 | Feb 17, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 296,990 | 7,820 | 1.95% | 2.09% | 48 | -22,340 | -7.0% | Q4 2025 | Jan 22, 2026 |
| M&G Plc | History | Added to | 300,000 | 7,800 | 0.04% | 0.02% | 49 | +125,000 | 71.43% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 280,135 | 7,375 | 0.01% | 0.01% | 50 | -9,445 | -3.26% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 264,866 | 6,975 | 0.01% | 0.02% | 51 | -153,756 | -36.73% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 264,312 | 6,959 | 0.0% | 0.0% | 52 | +102,890 | 63.74% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Added to | 253,453 | 6,867 | 0.0% | 0.0% | 53 | +48,922 | 23.92% | Q4 2025 | Feb 13, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 256,860 | 6,763 | 0.82% | 0.71% | 54 | +32,230 | 14.35% | Q4 2025 | Feb 03, 2026 |
| Columbus Macro, LLC | History | Reduced | 238,288 | 6,274 | 0.69% | 0.93% | 55 | -74,491 | -23.82% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 237,698 | 6,258 | 0.03% | 0.04% | 56 | -18,834 | -7.34% | Q4 2025 | Feb 12, 2026 |
| SFMG, LLC | History | Reduced | 237,386 | 6,250 | 0.42% | 0.45% | 57 | -10,928 | -4.4% | Q4 2025 | Feb 10, 2026 |
| HBK INVESTMENTS L P | History | Added to | 233,800 | 6,155 | 0.05% | 0.03% | 58 | +133,800 | 133.8% | Q4 2025 | Feb 17, 2026 |
| QVT Financial LP | History | New | 232,218 | 6,114 | 0.52% | — | 59 | +232,218 | New | Q4 2025 | Feb 13, 2026 |
| Bayview Asset Management, LLC | History | New | 232,000 | 6,108 | 1.41% | — | 60 | +232,000 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 225,715 | 5,943 | 0.01% | 0.01% | 61 | -42,186 | -15.75% | Q4 2025 | Feb 13, 2026 |
| Prota Financial, LLC | History | New | 225,159 | 5,928 | 4.27% | — | 62 | +225,159 | New | Q4 2025 | Apr 09, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 213,088 | 5,610 | 0.62% | 0.72% | 63 | -30,052 | -12.36% | Q4 2025 | Feb 03, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 209,959 | 5,528 | 0.0% | 0.0% | 64 | +59,923 | 39.94% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 209,754 | 5,522 | 0.0% | 0.0% | 65 | -497 | -0.24% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 205,304 | 5,406 | 0.01% | 0.02% | 66 | -9,649 | -4.49% | Q4 2025 | Feb 05, 2026 |
| Aberdeen Group plc | History | Added to | 203,521 | 5,358 | 0.01% | 0.01% | 67 | +29,249 | 16.78% | Q4 2025 | Jan 16, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 203,159 | 5,349 | 0.01% | 0.03% | 68 | -830,070 | -80.34% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | New | 189,823 | 4,998 | 0.01% | — | 69 | +189,823 | New | Q4 2025 | Feb 17, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 182,389 | 4,942 | 0.81% | 0.9% | 70 | -1,884 | -1.02% | Q4 2025 | Jan 26, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 187,201 | 4,929 | 0.16% | 0.17% | 71 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 178,042 | 4,687 | 0.08% | 0.08% | 72 | -12,023 | -6.33% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 177,278 | 4,667 | 0.01% | 0.01% | 73 | -30,870 | -14.83% | Q4 2025 | Mar 16, 2026 |
| CWC Advisors, LLC. | History | Added to | 166,498 | 4,383 | 2.12% | 2.06% | 74 | +4,782 | 2.96% | Q4 2025 | Jan 26, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 164,221 | 4,328 | 0.2% | 0.22% | 75 | -8,432 | -4.88% | Q4 2025 | Feb 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 164,131 | 4,321 | 0.91% | 1.15% | 76 | -4,508 | -2.67% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 158,400 | 4,170 | 0.0% | 0.0% | 77 | +50,500 | 46.8% | Q4 2025 | Feb 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 156,915 | 4,131 | 0.06% | 0.06% | 78 | +623 | 0.4% | Q4 2025 | Jan 05, 2026 |
| Americana Partners, LLC | History | Reduced | 152,009 | 4,002 | 0.11% | 0.12% | 79 | -704 | -0.46% | Q4 2025 | Feb 06, 2026 |
| King Wealth Management Group | History | Reduced | 148,078 | 3,899 | 0.47% | 0.74% | 80 | -76,721 | -34.13% | Q4 2025 | Feb 09, 2026 |
| Marble Wealth, LLC | History | New | 148,058 | 3,898 | 0.54% | — | 81 | +148,058 | New | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | New | 145,783 | 3,847 | 0.0% | — | 82 | +145,783 | New | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 142,962 | 3,764 | 0.02% | 0.0% | 83 | +130,098 | 1011.33% | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | Added to | 142,273 | 3,746 | 0.27% | 0.27% | 84 | +3,357 | 2.42% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 139,042 | 3,660 | 0.02% | 0.06% | 85 | -165,792 | -54.39% | Q4 2025 | Jan 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 137,934 | 3,631 | 0.28% | 0.27% | 86 | -11,813 | -7.89% | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 133,522 | 3,515 | 0.07% | 0.06% | 87 | +38,339 | 40.28% | Q4 2025 | Feb 13, 2026 |
| BigSur Wealth Management LLC | History | Added to | 124,349 | 3,369 | 0.82% | 0.8% | 88 | +3,370 | 2.79% | Q4 2025 | Jan 27, 2026 |
| Parkwood LLC | History | No change | 127,638 | 3,361 | 0.26% | 0.3% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 126,327 | 3,326 | 0.79% | 1.01% | 90 | -41,517 | -24.74% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 125,992 | 3,317 | 0.11% | 0.12% | 91 | -3,000 | -2.33% | Q4 2025 | Feb 13, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 3,281 | 1.39% | 1.38% | 92 | -125,446 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Reduced | 123,727 | 3,257 | 0.0% | 0.0% | 93 | -724,319 | -85.41% | Q4 2025 | Feb 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 123,088 | 3,240 | 0.05% | — | 94 | +123,088 | New | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 120,317 | 3,167 | 0.02% | 0.02% | 95 | -2,071 | -1.69% | Q4 2025 | Feb 03, 2026 |
| XTX Topco Ltd | History | New | 116,204 | 3,059 | 0.08% | — | 96 | +116,204 | New | Q4 2025 | Feb 17, 2026 |
| Naviter Wealth, LLC | History | Reduced | 112,178 | 3,046 | 0.4% | 0.45% | 97 | -31,727 | -22.05% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Added to | 115,001 | 3,027 | 0.0% | 0.0% | 98 | +53,661 | 87.48% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 111,656 | 3,010 | 0.22% | 0.29% | 99 | -24,829 | -18.19% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 114,281 | 3,009 | 0.29% | 0.06% | 100 | +91,831 | 409.05% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 113,836 | 2,997 | 0.05% | 0.08% | 101 | -26,607 | -18.95% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 110,198 | 2,983 | 0.14% | 0.21% | 102 | -4 | -0.0% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 110,198 | 2,901 | 0.04% | — | 103 | +110,198 | New | Q4 2025 | Feb 06, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 110,190 | 2,901 | 1.8% | 2.01% | 104 | -18,727 | -14.53% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Added to | 107,310 | 2,825 | 0.0% | 0.0% | 105 | +19,807 | 22.64% | Q4 2025 | Feb 19, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 106,562 | 2,805 | 0.2% | 0.34% | 106 | -85,386 | -44.48% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | New | 104,199 | 2,743 | 0.09% | — | 107 | +104,199 | New | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Added to | 100,894 | 2,719 | 0.01% | 0.01% | 108 | +20,709 | 25.83% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 101,289 | 2,666 | 0.01% | 0.01% | 109 | -48,500 | -32.38% | Q4 2025 | Feb 17, 2026 |
| Pillsbury Lake Capital LLC | History | New | 100,679 | 2,650 | 0.93% | — | 110 | +100,679 | New | Q4 2025 | Feb 18, 2026 |
| Aquatic Capital Management LLC | History | Added to | 98,995 | 2,606 | 0.07% | 0.01% | 111 | +77,126 | 352.67% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 98,830 | 2,602 | 1.72% | — | 112 | +98,830 | New | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | Added to | 98,449 | 2,592 | 0.02% | 0.0% | 113 | +83,000 | 537.25% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 98,000 | 2,580 | 0.0% | 0.0% | 114 | +27,700 | 39.4% | Q4 2025 | Feb 12, 2026 |
| Providence Capital Advisors, LLC | History | New | 97,441 | 2,565 | 0.43% | — | 115 | +97,441 | New | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | New | 95,081 | 2,503 | 0.03% | — | 116 | +95,081 | New | Q4 2025 | Feb 13, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 96,868 | 2,486 | 1.09% | 1.89% | 118 | -56,233 | -36.73% | Q4 2025 | Feb 13, 2026 |
| GenTrust, LLC | History | Added to | 91,757 | 2,486 | 0.11% | 0.05% | 117 | +51,042 | 125.36% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 92,849 | 2,444 | 0.0% | 0.0% | 119 | -220,172 | -70.34% | Q4 2025 | Mar 25, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 91,270 | 2,403 | 0.01% | 0.01% | 120 | -21,003 | -18.71% | Q4 2025 | Feb 17, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 89,689 | 2,361 | 1.39% | — | 121 | +89,689 | New | Q4 2025 | Feb 11, 2026 |
| Osbon Capital Management LLC | History | New | 85,330 | 2,246 | 2.1% | — | 122 | +85,330 | New | Q4 2025 | Mar 16, 2026 |
| Register Financial Advisors LLC | History | Added to | 85,323 | 2,246 | 0.87% | 0.85% | 123 | +2,387 | 2.88% | Q4 2025 | Jan 21, 2026 |
| Embree Financial Group | History | Reduced | 85,233 | 2,244 | 0.28% | 0.31% | 124 | -2,477 | -2.82% | Q4 2025 | Jan 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 83,464 | 2,198 | 0.19% | — | 125 | +83,464 | New | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 82,541 | 2,173 | 0.0% | 0.0% | 126 | -18,004 | -17.91% | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 82,496 | 2,172 | 0.0% | 0.0% | 127 | +39,370 | 91.29% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 80,434 | 2,117 | 0.07% | 0.07% | 128 | +486 | 0.61% | Q4 2025 | Jan 14, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 79,284 | 2,087 | 0.22% | 0.21% | 129 | +129 | 0.16% | Q4 2025 | Jan 27, 2026 |
| IMMERSION CORP | History | Added to | 79,204 | 2,085 | 1.43% | 0.95% | 130 | +20,000 | 33.78% | Q4 2025 | Feb 17, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 78,822 | 2,075 | 0.14% | 0.13% | 131 | +6,023 | 8.27% | Q4 2025 | Feb 13, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 78,011 | 2,054 | 3.03% | — | 132 | +78,011 | New | Q4 2025 | Feb 06, 2026 |
| Bramshill Investments, LLC | History | Added to | 77,439 | 2,038 | 0.12% | 0.09% | 133 | +25,351 | 48.67% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, LLC | History | Added to | 77,259 | 2,034 | 0.13% | 0.16% | 134 | +8,744 | 12.76% | Q4 2025 | Feb 10, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 75,598 | 1,990 | 0.09% | — | 135 | +75,598 | New | Q4 2025 | Feb 17, 2026 |
| Callodine Capital Management, LP | History | Reduced | 75,000 | 1,974 | 0.16% | 0.23% | 136 | -25,000 | -25.0% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 73,272 | 1,929 | 0.07% | 0.08% | 137 | -11,367 | -13.43% | Q4 2025 | Jan 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 73,000 | 1,922 | 0.0% | 0.0% | 138 | +1,492 | 2.09% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Added to | 72,419 | 1,906 | 0.04% | 0.06% | 139 | +966 | 1.35% | Q4 2025 | Feb 05, 2026 |
| GFS Advisors, LLC | History | Added to | 71,250 | 1,876 | 0.22% | 0.23% | 140 | +1,550 | 2.22% | Q4 2025 | Feb 11, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 70,686 | 1,861 | 1.2% | 0.93% | 141 | +16,200 | 29.73% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 70,177 | 1,847 | 0.01% | 0.06% | 142 | -182,063 | -72.18% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 69,598 | 1,832 | 0.0% | 0.0% | 143 | +12,592 | 22.09% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 68,800 | 1,811 | 0.0% | 0.0% | 144 | -786 | -1.13% | Q4 2025 | Jan 29, 2026 |
| CFO4Life Group, LLC | History | Added to | 67,573 | 1,779 | 0.25% | 0.25% | 145 | +630 | 0.94% | Q4 2025 | Feb 06, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 66,589 | 1,753 | 0.13% | — | 146 | +66,589 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 65,864 | 1,734 | 0.0% | 0.0% | 147 | -89,644 | -57.65% | Q4 2025 | Feb 13, 2026 |
| Barnett & Company, Inc. | History | Reduced | 65,635 | 1,728 | 1.39% | 1.36% | 148 | -1,950 | -2.89% | Q4 2025 | Feb 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 60,805 | 1,601 | 0.12% | 0.08% | 149 | +19,270 | 46.39% | Q4 2025 | Jan 23, 2026 |
| Steadtrust LLC | History | Reduced | 60,700 | 1,598 | 0.98% | 1.08% | 150 | -300 | -0.49% | Q4 2025 | Jan 21, 2026 |
| Jefferies Financial Group Inc. | History | New | 60,448 | 1,591 | 0.01% | — | 151 | +60,448 | New | Q4 2025 | Feb 09, 2026 |
| Jump Financial, LLC | History | Reduced | 59,175 | 1,558 | 0.02% | 0.11% | 152 | -307,340 | -83.85% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | No change | 58,939 | 1,551 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 58,756 | 1,547 | 0.04% | 0.03% | 154 | +1,550 | 2.71% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 58,635 | 1,543 | 0.0% | 0.0% | 155 | -13,444 | -18.65% | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 58,318 | 1,535 | 0.06% | 0.05% | 156 | +10,046 | 20.81% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 57,711 | 1,519 | 0.0% | 0.0% | 157 | -11,415 | -16.51% | Q4 2025 | Feb 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 58,200 | 1,501 | 0.07% | 0.08% | 158 | +2,851 | 5.15% | Q4 2025 | Feb 03, 2026 |
| Hedeker Wealth, LLC | History | Reduced | 56,684 | 1,492 | 0.31% | 0.45% | 159 | -27,160 | -32.39% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 56,598 | 1,490 | 0.1% | 0.11% | 160 | -4,122 | -6.79% | Q4 2025 | Feb 20, 2026 |
| Summit Financial, LLC | History | Added to | 54,394 | 1,474 | 0.02% | 0.02% | 161 | +56 | 0.1% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 55,000 | 1,448 | 0.33% | 0.19% | 162 | +11,258 | 25.74% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 54,671 | 1,439 | 0.02% | 0.01% | 164 | +27,136 | 98.55% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Group, LLC | History | Reduced | 54,675 | 1,439 | 0.12% | 0.13% | 163 | -2,743 | -4.78% | Q4 2025 | Feb 12, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | New | 54,604 | 1,437 | 0.01% | — | 165 | +54,604 | New | Q4 2025 | Feb 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 54,167 | 1,426 | 0.02% | 0.01% | 166 | +13,400 | 32.87% | Q4 2025 | Feb 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 53,413 | 1,406 | 0.3% | 0.27% | 167 | +6,274 | 13.31% | Q4 2025 | Jan 16, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 52,943 | 1,393 | 0.1% | 0.11% | 168 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 52,888 | 1,392 | 0.07% | 0.08% | 169 | +163 | 0.31% | Q4 2025 | Feb 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 51,815 | 1,364 | 0.24% | 0.4% | 170 | -28,059 | -35.13% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | New | 50,000 | 1,316 | 0.0% | — | 171 | +50,000 | New | Q4 2025 | Mar 20, 2026 |
| Adams Asset Advisors, LLC | History | No change | 49,337 | 1,299 | 0.17% | 0.17% | 172 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 47,485 | 1,286 | 0.05% | 0.07% | 173 | -16,950 | -26.31% | Q4 2025 | Feb 09, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 47,894 | 1,269 | 0.04% | 0.04% | 174 | -1,737 | -3.5% | Q4 2025 | Jan 23, 2026 |
| HRT FINANCIAL LP | History | Reduced | 47,913 | 1,261 | 0.0% | 0.04% | 175 | -376,160 | -88.7% | Q4 2025 | Feb 12, 2026 |
| Caldwell Trust Co | History | No change | 47,000 | 1,237 | 0.11% | 0.11% | 176 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Added to | 45,939 | 1,210 | 1.18% | 1.1% | 177 | +421 | 0.92% | Q4 2025 | Jan 21, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 43,150 | 1,136 | 0.69% | 0.88% | 178 | -9,750 | -18.43% | Q4 2025 | Jan 09, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 42,450 | 1,117 | 0.0% | 0.0% | 179 | -161,886 | -79.23% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 42,081 | 1,107 | 0.0% | — | 180 | +42,081 | New | Q4 2025 | Feb 17, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 41,982 | 1,105 | 0.46% | 0.49% | 181 | -744 | -1.74% | Q4 2025 | Feb 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 41,848 | 1,101 | 0.4% | 0.45% | 182 | -3,798 | -8.32% | Q4 2025 | Jan 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 40,395 | 1,063 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | No change | 40,000 | 1,053 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 39,634 | 1,043 | 0.26% | 0.22% | 185 | +6,762 | 20.57% | Q4 2025 | Feb 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 39,268 | 1,033 | 0.06% | 0.08% | 186 | -13,251 | -25.23% | Q4 2025 | Jan 07, 2026 |
| Activest Wealth Management | History | Reduced | 39,106 | 1,029 | 0.19% | 0.55% | 187 | -65,731 | -62.7% | Q4 2025 | Jan 30, 2026 |
| Vontobel Holding Ltd. | History | New | 38,700 | 1,018 | 0.0% | — | 188 | +38,700 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 38,560 | 1,015 | 0.0% | 0.0% | 189 | +1,970 | 5.38% | Q4 2025 | Feb 18, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 38,481 | 1,013 | 0.02% | 0.02% | 190 | -3,762 | -8.91% | Q4 2025 | Jan 16, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 37,028 | 974 | 0.61% | 0.32% | 191 | +18,255 | 97.24% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 36,199 | 961 | 0.0% | 0.0% | 192 | -4,251 | -10.51% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 35,667 | 939 | 0.0% | 0.0% | 193 | -17,116 | -32.43% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 34,467 | 937 | 0.01% | 0.01% | 194 | +775 | 2.3% | Q4 2025 | Jan 23, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 35,575 | 936 | 0.78% | 1.07% | 195 | -14,735 | -29.29% | Q4 2025 | Jan 22, 2026 |
| BROWN ADVISORY INC | History | Reduced | 35,272 | 928 | 0.0% | 0.0% | 196 | -3,941 | -10.05% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 34,669 | 912 | 0.0% | 0.0% | 197 | -815 | -2.3% | Q4 2025 | Feb 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 34,090 | 897 | 0.01% | — | 198 | +34,090 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 33,616 | 885 | 0.0% | — | 199 | +33,616 | New | Q4 2025 | Feb 13, 2026 |
| BBR PARTNERS, LLC | History | No change | 33,532 | 882 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Texas Yale Capital Corp. | History | Added to | 33,221 | 874 | 0.03% | 0.02% | 201 | +5,591 | 20.24% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | Added to | 31,081 | 818 | 0.18% | 0.19% | 202 | +4,335 | 16.21% | Q4 2025 | Feb 12, 2026 |
| Summit Global Investments | History | Reduced | 30,660 | 807 | 0.05% | 0.05% | 203 | -988 | -3.12% | Q4 2025 | Feb 18, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 30,313 | 798 | 0.57% | 0.28% | 204 | +16,226 | 115.18% | Q4 2025 | Feb 03, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 29,496 | 776 | 0.53% | 0.65% | 205 | -6,837 | -18.82% | Q4 2025 | Jan 22, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 28,051 | 738 | 0.01% | 0.02% | 206 | -119,626 | -81.01% | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 27,905 | 734 | 0.02% | 0.02% | 207 | -4,365 | -13.53% | Q4 2025 | Feb 05, 2026 |
| TT Capital Management LLC | History | New | 27,850 | 733 | 0.58% | — | 208 | +27,850 | New | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 27,660 | 729 | 0.0% | 0.0% | 209 | -2,602 | -8.6% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 27,492 | 723 | 0.0% | 0.0% | 210 | +4,840 | 21.37% | Q4 2025 | Jan 29, 2026 |
| Rathbones Group PLC | History | Reduced | 27,000 | 710 | 0.0% | 0.0% | 211 | -11,473 | -29.82% | Q4 2025 | Feb 06, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 26,000 | 684 | 0.02% | 0.03% | 212 | -6,500 | -20.0% | Q4 2025 | Jan 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 25,620 | 674 | 0.02% | 0.02% | 214 | -2,331 | -8.34% | Q4 2025 | Jan 09, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 25,632 | 674 | 0.18% | 0.18% | 213 | +443 | 1.76% | Q4 2025 | Feb 11, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 25,085 | 660 | 0.15% | 0.25% | 215 | -17,000 | -40.39% | Q4 2025 | Jan 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 24,894 | 655 | 0.0% | 0.01% | 216 | -17,722 | -41.59% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 24,767 | 652 | 0.01% | 0.02% | 217 | -29,757 | -54.58% | Q4 2025 | Feb 17, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 24,163 | 636 | 0.38% | 0.38% | 218 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 24,000 | 631 | 0.11% | 0.1% | 219 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 23,884 | 628 | 0.28% | 0.33% | 220 | -875 | -3.53% | Q4 2025 | Feb 10, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 23,521 | 619 | 0.02% | 0.14% | 222 | -123,722 | -84.03% | Q4 2025 | Jan 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 23,540 | 619 | 0.01% | 0.01% | 221 | -3,911 | -14.25% | Q4 2025 | Feb 17, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 23,396 | 616 | 0.23% | 0.27% | 223 | -2,633 | -10.12% | Q4 2025 | Jan 07, 2026 |
| StoneX Group Inc. | History | Added to | 22,849 | 615 | 0.03% | 0.01% | 224 | +14,951 | 189.3% | Q4 2025 | Feb 12, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 22,739 | 598 | 0.16% | 0.19% | 225 | -2,977 | -11.58% | Q4 2025 | Feb 17, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 22,150 | 583 | 0.01% | 0.01% | 226 | +4,000 | 22.04% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 22,098 | 581 | 0.03% | 0.03% | 227 | +15 | 0.07% | Q4 2025 | Feb 10, 2026 |
| ArchPoint Investors | History | No change | 21,000 | 569 | 0.13% | 0.15% | 228 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Platform Technology Partners | History | New | 21,552 | 567 | 0.12% | — | 229 | +21,552 | New | Q4 2025 | Feb 13, 2026 |
| Monument Capital Management | History | Reduced | 21,187 | 557 | 0.14% | 0.15% | 230 | -2,146 | -9.2% | Q4 2025 | Jan 26, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 21,082 | 555 | 0.0% | 0.0% | 231 | +1,454 | 7.41% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 20,681 | 544 | 0.0% | 0.0% | 232 | +5,307 | 34.52% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 20,651 | 543 | 0.0% | 0.0% | 233 | +1,333 | 6.9% | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | Reduced | 20,535 | 540 | 0.01% | 0.01% | 234 | -4,681 | -18.56% | Q4 2025 | Feb 18, 2026 |
| HB Wealth Management, LLC | History | Added to | 20,438 | 538 | 0.0% | 0.0% | 235 | +5,063 | 32.93% | Q4 2025 | Jan 28, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 20,245 | 533 | 0.3% | 0.32% | 236 | +89 | 0.44% | Q4 2025 | Jan 16, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 20,100 | 529 | 0.0% | 0.0% | 237 | -28,000 | -58.21% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | No change | 19,843 | 522 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 19,571 | 515 | 0.02% | 0.03% | 239 | -5,307 | -21.33% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 19,406 | 510 | 0.01% | 0.01% | 240 | -1,874 | -8.81% | Q4 2025 | Jan 22, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 19,343 | 509 | 0.0% | 0.0% | 241 | +461 | 2.44% | Q4 2025 | Feb 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 19,152 | 504 | 0.04% | 0.02% | 242 | +8,040 | 72.35% | Q4 2025 | Feb 06, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 19,034 | 501 | 0.05% | 0.05% | 243 | +2,128 | 12.59% | Q4 2025 | Feb 06, 2026 |
| Crescent Grove Advisors, LLC | History | New | 18,390 | 498 | 0.05% | — | 244 | +18,390 | New | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,301 | 481 | 0.01% | 0.01% | 245 | +1,305 | 7.68% | Q4 2025 | Feb 02, 2026 |
| Allie Family Office LLC | History | No change | 18,049 | 475 | 0.22% | 0.22% | 246 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westbourne Investment Advisors, Inc. | History | Reduced | 17,900 | 471 | 0.13% | 0.14% | 247 | -1,500 | -7.73% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,610 | 463 | 0.01% | 0.01% | 248 | +132 | 0.76% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,593 | 463 | 0.0% | 0.0% | 249 | +5 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 17,556 | 462 | 0.32% | 0.31% | 250 | +640 | 3.78% | Q4 2025 | Jan 22, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 17,531 | 461 | 0.02% | 0.02% | 251 | -966 | -5.22% | Q4 2025 | Feb 17, 2026 |
| Windsor Advisory Group, LLC | History | New | 17,356 | 456 | 0.41% | — | 252 | +17,356 | New | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | New | 16,619 | 450 | 0.01% | — | 253 | +16,619 | New | Q4 2025 | Feb 17, 2026 |
| Sage Investment Counsel LLC | History | Reduced | 16,799 | 442 | 0.49% | 0.49% | 254 | -197 | -1.16% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | New | 16,686 | 439 | 0.0% | — | 255 | +16,686 | New | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | No change | 15,735 | 414 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 15,441 | 406 | 0.01% | 0.0% | 257 | +6,917 | 81.15% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,417 | 405 | 0.0% | 0.0% | 258 | +5,281 | 52.1% | Q4 2025 | Feb 02, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 15,000 | 394 | 0.01% | — | 259 | +15,000 | New | Q4 2025 | Feb 13, 2026 |
| Fieldview Capital Management, LLC | History | New | 14,997 | 394 | 0.07% | — | 261 | +14,997 | New | Q4 2025 | Feb 13, 2026 |
| Accredited Investors Inc. | History | No change | 15,000 | 394 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tidal Investments LLC | History | Reduced | 14,920 | 392 | 0.0% | 0.0% | 262 | -800 | -5.09% | Q4 2025 | Feb 13, 2026 |
| FLC Capital Advisors | History | Reduced | 14,831 | 390 | 0.07% | 0.08% | 263 | -350 | -2.31% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 14,610 | 384 | 0.01% | 0.07% | 264 | -116,925 | -88.89% | Q4 2025 | Jan 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 14,613 | 384 | 0.01% | 0.01% | 265 | -466 | -3.09% | Q4 2025 | Feb 03, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 14,607 | 384 | 0.38% | 0.4% | 266 | +284 | 1.98% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 14,581 | 383 | 0.0% | 0.0% | 267 | -449 | -2.99% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 14,541 | 382 | 0.0% | 0.0% | 268 | +4,012 | 38.1% | Q4 2025 | Feb 03, 2026 |
| Strive Financial Group ,LLC | History | New | 14,353 | 377 | 0.19% | — | 269 | +14,353 | New | Q4 2025 | Feb 18, 2026 |
| London & Capital Asset Management Ltd | History | No change | 14,111 | 371 | 0.0% | 0.03% | 270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Reduced | 13,807 | 363 | 0.05% | 0.05% | 271 | -559 | -3.89% | Q4 2025 | Jan 26, 2026 |
| Walleye Trading LLC | History | Reduced | 13,600 | 358 | 0.0% | 0.0% | 272 | -1,400 | -9.33% | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 13,589 | 357 | 0.02% | — | 273 | +13,589 | New | Q4 2025 | Jan 15, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 13,232 | 348 | 0.15% | 0.11% | 274 | +3,650 | 38.09% | Q4 2025 | Feb 06, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 13,050 | 343 | 0.27% | 0.32% | 275 | -2,200 | -14.43% | Q4 2025 | Feb 04, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 12,200 | 330 | 0.06% | 0.08% | 276 | -3,660 | -23.08% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 12,174 | 329 | 0.01% | 0.13% | 277 | -161,223 | -92.98% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 12,100 | 327 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | New | 12,405 | 326 | 0.0% | — | 279 | +12,405 | New | Q4 2025 | Feb 17, 2026 |
| Tranquility Partners, LLC | History | Reduced | 12,419 | 326 | 0.12% | 0.14% | 280 | -3,250 | -20.74% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,372 | 325 | 0.0% | 0.0% | 281 | -99 | -0.79% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,272 | 323 | 0.0% | 0.0% | 282 | +3,759 | 44.16% | Q4 2025 | Jan 29, 2026 |
| Valeo Financial Advisors, LLC | History | New | 12,180 | 320 | 0.01% | — | 283 | +12,180 | New | Q4 2025 | Feb 04, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,141 | 319 | 0.01% | 0.01% | 284 | +706 | 6.17% | Q4 2025 | Jan 27, 2026 |
| CV Advisors LLC | History | Reduced | 12,030 | 316 | 0.08% | 0.11% | 285 | -3,358 | -21.82% | Q4 2025 | Jan 20, 2026 |
| Accurate Wealth Management, LLC | History | No change | 11,891 | 312 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,591 | 305 | 0.01% | 0.0% | 287 | +3,772 | 48.24% | Q4 2025 | Feb 09, 2026 |
| Indivisible Partners | History | New | 11,561 | 304 | 0.03% | — | 288 | +11,561 | New | Q4 2025 | Feb 03, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 11,505 | 302 | 0.01% | 0.02% | 289 | -10,755 | -48.32% | Q4 2025 | Jan 28, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 11,412 | 300 | 0.0% | — | 290 | +11,412 | New | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Added to | 11,362 | 299 | 0.0% | 0.0% | 291 | +292 | 2.64% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 11,277 | 296 | 0.0% | — | 292 | +11,277 | New | Q4 2025 | Feb 05, 2026 |
| Sterling Investment Advisors, Ltd. | History | New | 11,240 | 295 | 0.05% | — | 293 | +11,240 | New | Q4 2025 | Feb 09, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 10,860 | 294 | 0.07% | 0.08% | 294 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 11,150 | 293 | 0.04% | 0.04% | 295 | -501 | -4.3% | Q4 2025 | Feb 10, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Reduced | 11,064 | 291 | 0.18% | 0.19% | 296 | -379 | -3.31% | Q4 2025 | Feb 04, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 11,002 | 289 | 0.01% | 0.02% | 297 | -7,750 | -41.33% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | Added to | 10,908 | 287 | 0.01% | 0.0% | 298 | +23 | 0.21% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | Reduced | 10,837 | 285 | 0.03% | 0.03% | 299 | -615 | -5.37% | Q4 2025 | Jan 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 10,692 | 282 | 0.0% | 0.0% | 300 | +4,395 | 69.8% | Q4 2025 | Jan 09, 2026 |
| Klingman & Associates, LLC | History | No change | 10,700 | 281 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Reduced | 10,558 | 278 | 0.0% | 0.0% | 302 | -1,246 | -10.56% | Q4 2025 | Jan 26, 2026 |
| NOMURA HOLDINGS INC | History | New | 10,500 | 276 | 0.0% | — | 304 | +10,500 | New | Q4 2025 | Feb 17, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 10,510 | 276 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 10,409 | 274 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,359 | 272 | 0.03% | 0.04% | 306 | +1,257 | 13.81% | Q4 2025 | Feb 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 10,114 | 266 | 0.03% | 0.03% | 307 | -22 | -0.22% | Q4 2025 | Feb 06, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 10,055 | 264 | 0.02% | 0.02% | 308 | -2,395 | -19.24% | Q4 2025 | Jan 22, 2026 |
| Florida Trust Wealth Management Co | History | No change | 10,000 | 263 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 9,883 | 262 | 0.05% | 0.05% | 310 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 9,921 | 261 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 9,909 | 261 | 0.18% | 0.18% | 312 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | No change | 9,900 | 260 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 9,835 | 258 | 0.0% | — | 314 | +9,835 | New | Q4 2025 | Feb 17, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 9,831 | 258 | 0.07% | 0.07% | 315 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 9,700 | 255 | 0.04% | 0.04% | 316 | -95 | -0.97% | Q4 2025 | Jan 29, 2026 |
| Capital Planning Advisors, LLC | History | New | 9,671 | 254 | 0.03% | — | 317 | +9,671 | New | Q4 2025 | Feb 17, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 9,391 | 247 | 0.01% | — | 319 | +9,391 | New | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,413 | 247 | 0.01% | 0.01% | 318 | +258 | 2.82% | Q4 2025 | Jan 21, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 9,350 | 246 | 0.16% | 0.14% | 320 | +1,050 | 12.65% | Q4 2025 | Jan 22, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 9,274 | 244 | 0.18% | — | 322 | +9,274 | New | Q4 2025 | Jan 30, 2026 |
| WEDBUSH SECURITIES INC | History | New | 9,248 | 244 | 0.01% | — | 321 | +9,248 | New | Q4 2025 | Feb 12, 2026 |
| Core Wealth Partners LLC | History | No change | 8,892 | 234 | 0.11% | 0.11% | 323 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisor OS, LLC | History | New | 8,688 | 228 | 0.02% | — | 324 | +8,688 | New | Q4 2025 | Feb 04, 2026 |
| Vines Capital Management, LLC | History | New | 8,534 | 224 | 0.22% | — | 325 | +8,534 | New | Q4 2025 | Feb 17, 2026 |
| A4 Wealth Advisors LLC | History | New | 8,485 | 223 | 0.19% | — | 327 | +8,485 | New | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,482 | 223 | 0.0% | 0.0% | 326 | -1,907 | -18.36% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,464 | 220 | 0.01% | 0.01% | 328 | +239 | 2.91% | Q4 2025 | Jan 28, 2026 |
| Compound Planning, Inc. | History | Added to | 8,306 | 218 | 0.01% | 0.01% | 329 | +263 | 3.27% | Q4 2025 | Feb 19, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 8,240 | 216 | 0.03% | 0.09% | 332 | -12,430 | -60.14% | Q4 2025 | Jan 21, 2026 |
| NorthRock Partners, LLC | History | New | 8,220 | 216 | 0.0% | — | 331 | +8,220 | New | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 8,215 | 216 | 0.01% | — | 330 | +8,215 | New | Q4 2025 | Jan 26, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 8,207 | 216 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 8,000 | 216 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 8,200 | 215 | 0.13% | — | 335 | +8,200 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | New | 8,015 | 211 | 0.0% | — | 336 | +8,015 | New | Q4 2025 | Feb 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 7,907 | 208 | 0.07% | 0.06% | 337 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,736 | 203 | 0.0% | 0.01% | 338 | -1,972 | -20.31% | Q4 2025 | Feb 06, 2026 |
| Prospera Financial Services Inc | History | New | 7,630 | 200 | 0.0% | — | 340 | +7,630 | New | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,626 | 200 | 0.01% | 0.01% | 339 | +128 | 1.71% | Q4 2025 | Feb 10, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 7,465 | 196 | 0.03% | 0.03% | 341 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 7,286 | 191 | 0.05% | — | 342 | +7,280 | 121333.33% | Q4 2025 | Mar 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 6,343 | 167 | 0.09% | — | 343 | +6,343 | New | Q4 2025 | Feb 18, 2026 |
| American Capital Advisory, LLC | History | New | 6,241 | 164 | 0.07% | — | 345 | +6,241 | New | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,263 | 164 | 0.0% | 0.0% | 344 | +4,992 | 392.76% | Q4 2025 | Feb 06, 2026 |
| Global Wealth Strategies & Associates | History | New | 5,870 | 154 | 0.04% | — | 346 | +5,870 | New | Q4 2025 | Jan 02, 2026 |
| HM PAYSON & CO | History | Reduced | 5,650 | 148 | 0.0% | 0.0% | 347 | -1,000 | -15.04% | Q4 2025 | Feb 12, 2026 |
| Key Capital Management, INC | History | New | 3,969 | 104 | 0.1% | — | 348 | +3,969 | New | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | Reduced | 3,660 | 96 | 0.01% | 0.01% | 349 | -403 | -9.92% | Q4 2025 | Jan 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,300 | 86 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ankerstar Wealth, LLC | History | New | 2,936 | 79 | 0.08% | — | 351 | +2,936 | New | Q4 2025 | Feb 12, 2026 |
| Sankala Group LLC | History | New | 3,015 | 71 | 0.06% | — | 353 | +3,015 | New | Q4 2025 | Mar 02, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 2,734 | 71 | 0.01% | — | 352 | +2,734 | New | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2,672 | 70 | 0.0% | — | 354 | +2,672 | New | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,601 | 68 | 0.01% | 0.01% | 355 | -1,459 | -35.94% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,440 | 64 | 0.0% | 0.0% | 356 | +1,939 | 387.03% | Q4 2025 | Feb 06, 2026 |
| Security National Bank | History | Reduced | 2,350 | 61 | 0.01% | 0.01% | 357 | -461 | -16.4% | Q4 2025 | Feb 05, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,984 | 53 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Titiun Yejiel | History | New | 2,000 | 52 | 0.06% | — | 361 | +2,000 | New | Q4 2025 | Apr 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 1,984 | 52 | 0.0% | 0.01% | 359 | -984 | -33.15% | Q4 2025 | Jan 07, 2026 |
| Grove Bank & Trust | History | No change | 2,000 | 52 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SHP Wealth Management | History | New | 1,841 | 48 | 0.0% | — | 362 | +1,841 | New | Q4 2025 | Mar 04, 2026 |
| MARINER INVESTMENT GROUP LLC | History | New | 125,000 | 43 | 0.0% | — | 363 | +125,000 | New | Q4 2025 | Feb 25, 2026 |
| Fairman Group, LLC | History | No change | 1,451 | 39 | 0.03% | 0.03% | 364 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 1,300 | 34 | 0.02% | — | 365 | +1,300 | New | Q4 2025 | Feb 11, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 1,272 | 33 | 0.0% | — | 366 | +1,272 | New | Q4 2025 | Feb 17, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 1,240 | 33 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | Reduced | 1,204 | 31 | 0.01% | 0.08% | 368 | -15,153 | -92.64% | Q4 2025 | Jan 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 999 | 26 | 0.0% | 0.0% | 371 | +574 | 135.06% | Q4 2025 | Jan 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,000 | 26 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CKW FINANCIAL GROUP | History | No change | 1,000 | 26 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 864 | 22 | 0.0% | — | 372 | +864 | New | Q4 2025 | Feb 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 800 | 21 | 0.01% | — | 373 | +800 | New | Q4 2025 | Feb 19, 2026 |
| Strategic Wealth Advisors LLC | History | New | 655 | 17 | 0.01% | — | 374 | +655 | New | Q4 2025 | Feb 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 570 | 15 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Co / SC | History | New | 511 | 13 | 0.0% | — | 376 | +511 | New | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | New | 500 | 13 | 0.01% | — | 377 | +500 | New | Q4 2025 | Jan 05, 2026 |
| Compass Financial Services Inc | History | Reduced | 421 | 11 | 0.0% | 0.01% | 378 | -347 | -45.18% | Q4 2025 | Feb 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 385 | 10 | 0.0% | 0.0% | 379 | -10,370 | -96.42% | Q4 2025 | Jan 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 376 | 10 | 0.0% | — | 380 | +376 | New | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 395 | 10 | 0.0% | 0.0% | 381 | +311 | 370.24% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Reduced | 315 | 8 | 0.0% | 0.02% | 382 | -1,730 | -84.6% | Q4 2025 | Feb 12, 2026 |
| DV Trading LLC | History | New | 300 | 7 | 0.0% | — | 383 | +300 | New | Q4 2025 | Feb 17, 2026 |
| DV EQUITIES, LLC | History | New | 300 | 7 | 0.0% | — | 384 | +300 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 231 | 6 | 0.0% | 0.0% | 385 | +6 | 2.67% | Q4 2025 | Feb 06, 2026 |
| WealthCollab, LLC | History | Reduced | 191 | 5 | 0.0% | 0.01% | 388 | -287 | -60.04% | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | New | 191 | 5 | 0.0% | — | 386 | +191 | New | Q4 2025 | Feb 02, 2026 |
| GoalVest Advisory LLC | History | No change | 205 | 5 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 146 | 3 | 0.0% | 0.01% | 389 | -11,150 | -98.71% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 120 | 3 | 0.0% | — | 390 | +120 | New | Q4 2025 | Feb 13, 2026 |
| Westend Capital Management, LLC | History | No change | 76 | 2 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CX Institutional | History | New | 50 | 1 | 0.0% | — | 392 | +50 | New | Q4 2025 | Feb 02, 2026 |
| Bare Financial Services, Inc | History | New | 44 | 1 | 0.0% | — | 393 | +44 | New | Q4 2025 | Feb 06, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -869,964 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NAN FUNG TRINITY (HK) Ltd | History | Closed out | 0 | 0 | — | 1.36% | — | -524,068 | -100.0% | Q3 2025 | Nov 04, 2025 |
| POTENTIA WEALTH | History | Closed out | 0 | 0 | — | 2.73% | — | -274,797 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.59% | — | -235,705 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -96,637 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MADDEN SECURITIES Corp | History | Closed out | 0 | 0 | — | 0.7% | — | -87,725 | -100.0% | Q3 2025 | Oct 24, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -71,332 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -68,160 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -64,250 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.24% | — | -59,265 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.18% | — | -53,323 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BARD ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.37% | — | -51,304 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,966 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -40,111 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -35,826 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -32,313 | -100.0% | Q3 2025 | Oct 28, 2025 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.04% | — | -30,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -29,181 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -27,797 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PARK CIRCLE Co | History | Closed out | 0 | 0 | — | 0.52% | — | -24,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Vienna Asset Management LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -23,021 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,979 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Epoch Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,365 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthcare Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -19,273 | -100.0% | Q3 2025 | Nov 07, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -17,017 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,786 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -15,615 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,516 | -100.0% | Q3 2025 | Mar 31, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 1.93% | — | -15,430 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,318 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,866 | -100.0% | Q3 2025 | Nov 05, 2025 |
| ACORN CREEK CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -12,516 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ADVISORY RESEARCH INC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,355 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,094 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Evolution Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,630 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -10,200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,170 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Union Bancaire Privee, UBP SA | History | Reduced | 31,996 | 0 | — | 0.02% | — | -9,172 | -22.28% | Q4 2025 | Jan 05, 2026 |
| ARS Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,773 | -100.0% | Q3 2025 | Oct 28, 2025 |
| ELCO Management Co., LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,500 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -8,295 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,704 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SHUFRO ROSE & CO LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,115 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,500 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 20, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -779 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -711 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Perspectives, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -630 | -100.0% | Q3 2025 | Oct 22, 2025 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q3 2025 | Nov 06, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Darwin Wealth Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| New Millennium Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |