Global X Funds - CATH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 43 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund Evaluation Group, LLC | History | Reduced | 685,651 | 56,378 | 1.86% | 2.15% | 1 | -47,588 | -6.49% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 554,409 | 45,587 | 0.89% | 0.94% | 2 | -2,736 | -0.49% | Q4 2025 | Feb 02, 2026 |
| MORGAN STANLEY | History | Added to | 512,441 | 42,136 | 0.0% | 0.0% | 3 | +39,674 | 8.39% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 431,913 | 35,514 | 0.0% | 0.0% | 4 | -133,953 | -23.67% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 272,070 | 22,371 | 0.03% | 0.03% | 5 | -280 | -0.1% | Q4 2025 | Feb 02, 2026 |
| BCM ADVISORS, LLC | History | Added to | 236,557 | 19,599 | 3.76% | 3.97% | 6 | +470 | 0.2% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 169,469 | 13,934 | 0.0% | 0.0% | 7 | -40,725 | -19.37% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 148,423 | 12,204 | 0.0% | 0.0% | 8 | +104 | 0.07% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 147,621 | 12,138 | 0.03% | 0.04% | 9 | +1,751 | 1.2% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 147,430 | 12,122 | 0.02% | 0.01% | 10 | +84,490 | 134.24% | Q4 2025 | Mar 09, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 146,948 | 12,083 | 0.06% | 0.06% | 11 | +2,798 | 1.94% | Q4 2025 | Jan 13, 2026 |
| Aristotle Capital Management, LLC | History | Added to | 131,269 | 10,793 | 0.02% | 0.01% | 12 | +41,519 | 46.26% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | No change | 126,060 | 10,365 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 120,224 | 9,885 | 0.8% | 0.86% | 14 | -2,590 | -2.11% | Q4 2025 | Feb 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 114,379 | 9,405 | 0.63% | 0.64% | 15 | -187 | -0.16% | Q4 2025 | Jan 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 100,429 | 8,257 | 0.02% | 0.02% | 16 | -4,571 | -4.35% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 97,616 | 8,011 | 0.0% | 0.0% | 17 | +8,423 | 9.44% | Q4 2025 | Feb 17, 2026 |
| First Bank & Trust | History | No change | 89,562 | 7,364 | 1.2% | 1.22% | 18 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 81,979 | 6,740 | 0.03% | — | 19 | +81,979 | New | Q4 2025 | Feb 05, 2026 |
| DAGCO, INC. | History | No change | 71,295 | 5,862 | 1.35% | 1.45% | 20 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 69,116 | 5,682 | 0.0% | — | 21 | +69,116 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 66,989 | 5,508 | 0.0% | 0.0% | 22 | +36,630 | 120.66% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | No change | 62,337 | 5,125 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 59,762 | 4,914 | 0.02% | 0.02% | 24 | -1,247 | -2.04% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 58,126 | 4,779 | 0.0% | 0.0% | 25 | +23,778 | 69.23% | Q4 2025 | Feb 18, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 56,125 | 4,649 | 0.14% | — | 26 | +56,125 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 54,268 | 4,462 | 0.02% | 0.03% | 27 | +2,969 | 5.79% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 53,398 | 4,390 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 49,051 | 4,033 | 0.0% | 0.0% | 29 | +34 | 0.07% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 45,982 | 3,780 | 0.01% | 0.01% | 30 | -631 | -1.35% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Reduced | 45,620 | 3,751 | 0.0% | 0.0% | 31 | -120 | -0.26% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 41,409 | 3,404 | 0.0% | 0.0% | 32 | -969 | -2.29% | Q4 2025 | Feb 10, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 40,257 | 3,310 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Northwest Bancshares, Inc. | History | No change | 37,974 | 3,122 | 0.6% | 0.51% | 34 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 37,541 | 3,086 | 0.02% | 0.03% | 35 | -29,786 | -44.24% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 37,456 | 3,079 | 0.3% | 0.32% | 36 | -1,892 | -4.81% | Q4 2025 | Jan 20, 2026 |
| Chevy Chase Trust Holdings, LLC | History | New | 35,445 | 2,914 | 0.01% | — | 37 | +35,445 | New | Q4 2025 | Feb 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 34,876 | 2,867 | 0.1% | 0.19% | 38 | -36,970 | -51.46% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,105 | 2,804 | 0.01% | 0.01% | 39 | +5,833 | 20.63% | Q4 2025 | Feb 13, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 33,419 | 2,747 | 0.48% | 0.48% | 40 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 32,971 | 2,711 | 0.0% | 0.0% | 41 | -3,316 | -9.14% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 31,145 | 2,560 | 0.01% | 0.01% | 42 | -388 | -1.23% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 31,025 | 2,551 | 0.01% | 0.01% | 43 | -437 | -1.39% | Q4 2025 | Feb 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 29,909 | 2,459 | 0.04% | 0.05% | 44 | -5,445 | -15.4% | Q4 2025 | Jan 28, 2026 |
| Trust Point Inc. | History | Reduced | 29,576 | 2,431 | 0.19% | 0.22% | 45 | -3,587 | -10.82% | Q4 2025 | Jan 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 28,362 | 2,332 | 0.03% | 0.03% | 46 | +1,650 | 6.18% | Q4 2025 | Feb 12, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 27,566 | 2,266 | 0.01% | 0.01% | 47 | -3,300 | -10.69% | Q4 2025 | Feb 12, 2026 |
| Signet Private Wealth LLC | History | New | 27,032 | 2,222 | 2.13% | — | 48 | +27,032 | New | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,455 | 2,093 | 0.0% | 0.0% | 49 | -2,738 | -9.71% | Q4 2025 | Feb 12, 2026 |
| Financial Advisory Corp | History | Added to | 25,346 | 2,084 | 0.3% | 0.3% | 50 | +388 | 1.55% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Added to | 24,817 | 2,040 | 0.0% | 0.0% | 51 | +980 | 4.11% | Q4 2025 | Jan 29, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 24,600 | 2,022 | 1.82% | 1.87% | 52 | -360 | -1.44% | Q4 2025 | Jan 23, 2026 |
| HBK Sorce Advisory LLC | History | New | 23,880 | 1,985 | 0.05% | — | 53 | +23,880 | New | Q4 2025 | Feb 09, 2026 |
| Johnson Financial Group, Inc. | History | No change | 23,030 | 1,902 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 22,772 | 1,872 | 1.48% | 1.76% | 55 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 22,041 | 1,812 | 0.14% | 0.16% | 56 | -3,976 | -15.28% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | No change | 20,523 | 1,695 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | No change | 19,912 | 1,637 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 19,495 | 1,603 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,307 | 1,587 | 0.0% | 0.0% | 60 | +8,438 | 77.63% | Q4 2025 | Feb 17, 2026 |
| CDKV HOLDINGS LLC | History | New | 18,900 | 1,554 | 1.3% | — | 61 | +18,900 | New | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | Added to | 18,727 | 1,540 | 0.09% | 0.09% | 62 | +1,141 | 6.49% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 18,562 | 1,526 | 0.0% | 0.0% | 63 | -94 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Choate Investment Advisors | History | Reduced | 18,333 | 1,507 | 0.03% | 0.03% | 64 | -722 | -3.79% | Q4 2025 | Feb 09, 2026 |
| Advisor OS, LLC | History | Added to | 18,080 | 1,486 | 0.12% | 0.12% | 65 | +1,222 | 7.25% | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 17,748 | 1,459 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Argent Trust Co | History | No change | 17,604 | 1,447 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,093 | 1,323 | 0.0% | 0.0% | 68 | -1,493 | -8.49% | Q4 2025 | Feb 13, 2026 |
| Gradient Investments LLC | History | Reduced | 15,957 | 1,312 | 0.02% | 0.02% | 69 | -27 | -0.17% | Q4 2025 | Jan 08, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 15,847 | 1,303 | 0.03% | 0.04% | 70 | -175 | -1.09% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,945 | 1,229 | 0.0% | 0.0% | 71 | +1,021 | 7.33% | Q4 2025 | Feb 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 13,910 | 1,143 | 0.01% | 0.01% | 72 | +3,595 | 34.85% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,792 | 1,134 | 0.0% | 0.0% | 73 | -174 | -1.25% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 13,498 | 1,109 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | New | 13,080 | 1,075 | 0.05% | — | 75 | +13,080 | New | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 12,257 | 1,007 | 0.05% | 0.06% | 76 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 11,840 | 973 | 0.05% | 0.08% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,662 | 958 | 0.0% | — | 79 | +11,662 | New | Q4 2025 | Feb 17, 2026 |
| COURIER CAPITAL LLC | History | No change | 11,660 | 958 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 11,662 | 958 | 0.19% | 0.19% | 80 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 11,042 | 907 | 0.01% | 0.01% | 81 | +65 | 0.59% | Q4 2025 | Feb 13, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 10,500 | 863 | 0.51% | 0.53% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 10,406 | 855 | 0.5% | 0.48% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,383 | 853 | 0.01% | 0.02% | 84 | -756 | -6.79% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,211 | 839 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WIN ADVISORS, INC | History | New | 9,905 | 814 | 0.35% | — | 86 | +9,905 | New | Q4 2025 | Feb 04, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 9,720 | 799 | 0.11% | 0.11% | 87 | -649 | -6.26% | Q4 2025 | Jan 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,599 | 789 | 0.0% | 0.0% | 88 | +209 | 2.23% | Q4 2025 | Feb 17, 2026 |
| Human Investing LLC | History | Reduced | 9,555 | 785 | 0.11% | 0.11% | 89 | -3 | -0.03% | Q4 2025 | Jan 27, 2026 |
| Widmann Financial Services, Inc. | History | No change | 9,265 | 761 | 0.47% | 0.47% | 90 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 9,109 | 749 | 0.02% | 0.03% | 91 | -555 | -5.74% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,961 | 736 | 0.01% | 0.01% | 92 | -36 | -0.4% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Added to | 8,771 | 721 | 0.01% | 0.01% | 93 | +966 | 12.38% | Q4 2025 | Feb 03, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 8,398 | 690 | 0.02% | 0.02% | 94 | +1,804 | 27.36% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 8,388 | 689 | 0.0% | 0.0% | 95 | +6,794 | 426.22% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 8,300 | 682 | 0.0% | 0.0% | 96 | +45 | 0.55% | Q4 2025 | Feb 05, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 8,143 | 669 | 0.53% | 0.46% | 97 | +1,166 | 16.71% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 8,099 | 665 | 0.11% | 0.12% | 98 | -577 | -6.65% | Q4 2025 | Feb 06, 2026 |
| MBE Wealth Management, LLC | History | Added to | 8,036 | 660 | 0.28% | 0.27% | 99 | +473 | 6.25% | Q4 2025 | Jan 21, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 7,881 | 648 | 0.08% | 0.08% | 100 | +472 | 6.37% | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,891 | 648 | 0.0% | 0.0% | 101 | -11 | -0.14% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 7,859 | 646 | 0.0% | 0.0% | 102 | +495 | 6.72% | Q4 2025 | Feb 17, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 5,591 | 639 | 0.38% | 0.42% | 103 | +2,288 | 69.27% | Q4 2025 | Jan 13, 2026 |
| Carter Financial, LLC | History | New | 7,556 | 621 | 0.55% | — | 104 | +7,556 | New | Q4 2025 | Mar 17, 2026 |
| Firestone Capital Management | History | Added to | 6,991 | 574 | 0.12% | 0.12% | 105 | +200 | 2.95% | Q4 2025 | Feb 09, 2026 |
| Security Financial Services, INC. | History | Added to | 6,892 | 566 | 0.09% | 0.07% | 106 | +1,238 | 21.9% | Q4 2025 | Jan 27, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 6,843 | 562 | 0.21% | 0.22% | 107 | -5 | -0.07% | Q4 2025 | Jan 08, 2026 |
| Montecito Bank & Trust | History | No change | 6,765 | 556 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| NICOLET BANKSHARES INC | History | No change | 6,668 | 548 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 6,622 | 544 | 0.12% | 0.11% | 110 | +843 | 14.59% | Q4 2025 | Jan 12, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 6,554 | 538 | 0.21% | 0.17% | 111 | +1,224 | 22.96% | Q4 2025 | Jan 26, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 6,412 | 527 | 0.07% | 0.06% | 112 | +1,189 | 22.76% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 6,150 | 505 | 0.03% | 0.03% | 113 | +26 | 0.42% | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | No change | 6,148 | 505 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | No change | 6,150 | 505 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SMITH, MOORE & CO. | History | No change | 6,134 | 504 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,104 | 501 | 0.01% | 0.01% | 117 | +426 | 7.5% | Q4 2025 | Feb 17, 2026 |
| Joseph Group Capital Management | History | Reduced | 6,086 | 500 | 0.13% | 0.14% | 118 | -15 | -0.25% | Q4 2025 | Jan 30, 2026 |
| STEPH & CO | History | No change | 5,816 | 478 | 0.14% | 0.14% | 119 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,748 | 472 | 0.01% | 0.01% | 120 | +1,693 | 41.75% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | No change | 5,650 | 464 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Disciplined Investments, LLC | History | No change | 5,499 | 452 | 0.17% | 0.18% | 122 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,500 | 452 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,401 | 444 | 0.0% | 0.0% | 124 | +142 | 2.7% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | New | 5,170 | 425 | 0.0% | — | 125 | +5,170 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 5,079 | 417 | 0.12% | 0.13% | 126 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 5,038 | 414 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Heritage Trust Co | History | No change | 5,000 | 411 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Planning LLC | History | Added to | 4,937 | 408 | 0.11% | 0.09% | 129 | +1,276 | 34.85% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,694 | 386 | 0.0% | 0.0% | 130 | -16 | -0.34% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | No change | 4,628 | 380 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Community Financial Services Group, LLC | History | Added to | 4,516 | 371 | 0.07% | 0.06% | 132 | +320 | 7.63% | Q4 2025 | Jan 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,396 | 361 | 0.0% | — | 133 | +4,396 | New | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,245 | 349 | 0.0% | 0.0% | 134 | +366 | 9.44% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,199 | 345 | 0.0% | 0.0% | 135 | -13 | -0.31% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,964 | 325 | 0.0% | 0.0% | 136 | +739 | 22.91% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,929 | 323 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 3,897 | 320 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 3,860 | 317 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Convergence Financial, LLC | History | Added to | 3,846 | 316 | 0.05% | 0.04% | 140 | +534 | 16.12% | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 3,641 | 299 | 0.01% | 0.0% | 141 | +2,955 | 430.76% | Q4 2025 | Feb 04, 2026 |
| STAR Financial Bank | History | No change | 3,647 | 299 | 0.15% | 0.17% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| First Financial Bank - Trust Division | History | Added to | 3,596 | 295 | 0.02% | 0.02% | 143 | +233 | 6.93% | Q4 2025 | Jan 02, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 3,543 | 291 | 0.07% | — | 144 | +3,543 | New | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Reduced | 3,503 | 288 | 0.0% | 0.0% | 145 | -99 | -2.75% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | New | 3,458 | 284 | 0.01% | — | 146 | +3,458 | New | Q4 2025 | Feb 04, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 3,355 | 277 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,234 | 270 | 0.0% | 0.0% | 148 | +362 | 12.6% | Q4 2025 | Jan 08, 2026 |
| SWMG, LLC | History | New | 3,225 | 268 | 0.07% | — | 149 | +3,225 | New | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | New | 3,225 | 265 | 0.0% | — | 150 | +3,225 | New | Q4 2025 | Feb 05, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | No change | 3,101 | 254 | 0.11% | 0.1% | 151 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 3,096 | 254 | 0.11% | 0.11% | 152 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,088 | 253 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | Reduced | 3,072 | 252 | 0.01% | 0.01% | 154 | -1,036 | -25.22% | Q4 2025 | Feb 03, 2026 |
| Secure Asset Management, LLC | History | New | 3,007 | 247 | 0.04% | — | 155 | +3,007 | New | Q4 2025 | Jan 20, 2026 |
| FARMERS TRUST CO | History | New | 3,002 | 246 | 0.04% | — | 156 | +3,002 | New | Q4 2025 | Jan 06, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 2,951 | 242 | 0.13% | 0.13% | 157 | -25 | -0.84% | Q4 2025 | Feb 24, 2026 |
| Naviter Wealth, LLC | History | New | 2,880 | 237 | 0.03% | — | 158 | +2,880 | New | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,800 | 231 | 0.01% | 0.01% | 161 | -100 | -3.45% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,821 | 231 | 0.0% | 0.0% | 159 | +8 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | No change | 2,810 | 231 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,786 | 229 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Banco Santander, S.A. | History | New | 2,736 | 224 | 0.0% | — | 163 | +2,736 | New | Q4 2025 | Feb 13, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 2,718 | 223 | 0.03% | 0.03% | 164 | -136 | -4.77% | Q4 2025 | Feb 06, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 2,634 | 216 | 0.01% | 0.01% | 165 | -50 | -1.86% | Q4 2025 | Jan 29, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 2,595 | 213 | 0.01% | 0.01% | 166 | +45 | 1.76% | Q4 2025 | Feb 02, 2026 |
| Fiduciary Alliance LLC | History | New | 2,560 | 210 | 0.01% | — | 167 | +2,560 | New | Q4 2025 | Jan 22, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 2,526 | 207 | 0.06% | — | 168 | +2,526 | New | Q4 2025 | Feb 10, 2026 |
| Calamos Wealth Management LLC | History | No change | 2,496 | 205 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Coppell Advisory Solutions LLC | History | New | 2,430 | 201 | 0.02% | — | 170 | +2,430 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,989 | 163 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,977 | 162 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 1,952 | 160 | 0.0% | 0.0% | 174 | -494 | -20.2% | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,952 | 160 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aspect Partners, LLC | History | Added to | 1,766 | 145 | 0.06% | 0.05% | 175 | +376 | 27.05% | Q4 2025 | Jan 23, 2026 |
| WEBSTER BANK, N. A. | History | New | 1,750 | 143 | 0.01% | — | 176 | +1,750 | New | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | New | 1,335 | 111 | 0.01% | — | 177 | +1,335 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,174 | 96 | 0.0% | 0.0% | 178 | +26 | 2.26% | Q4 2025 | Feb 09, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,004 | 82 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 842 | 69 | 0.01% | 0.0% | 180 | +406 | 93.12% | Q4 2025 | Jan 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 659 | 54 | 0.0% | — | 181 | +659 | New | Q4 2025 | Feb 03, 2026 |
| McIlrath & Eck, LLC | History | No change | 643 | 52 | 0.0% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 631 | 51 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 615 | 50 | 0.01% | 0.01% | 184 | +61 | 11.01% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | No change | 598 | 49 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 578 | 47 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 450 | 37 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| US BANCORP \DE\ | History | No change | 416 | 34 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 368 | 30 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| IFP Advisors, Inc | History | No change | 327 | 26 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MOTCO | History | No change | 315 | 25 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 313 | 25 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 218 | 17 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | New | 199 | 16 | 0.0% | — | 194 | +199 | New | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 125 | 10 | 0.0% | 0.0% | 195 | +58 | 86.57% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 110 | 9 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | No change | 55 | 4 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 39 | 3 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -27,915 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,020 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,321 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,706 | -100.0% | Q3 2025 | Oct 29, 2025 |
| FinDec Wealth Services, Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -3,479 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,902 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -943 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -625 | -100.0% | Q3 2025 | Oct 22, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -295 | -100.0% | Q3 2025 | Oct 09, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |