Capital Group Core Balanced ETF - CGBL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 12,575,716 | 444,300 | 0.12% | 0.1% | 1 | +2,726,819 | 27.69% | Q4 2025 | Feb 11, 2026 |
| Advance Capital Management, Inc. | History | Added to | 9,385,711 | 331,597 | 14.06% | 13.98% | 2 | +109,747 | 1.18% | Q4 2025 | Jan 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,945,438 | 245,382 | 0.07% | 0.05% | 3 | +1,497,387 | 27.48% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,622,130 | 163,299 | 0.03% | 0.01% | 4 | +3,033,933 | 191.03% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 4,062,395 | 143,524 | 0.01% | 0.01% | 5 | +590,373 | 17.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 3,325,254 | 117,481 | 0.13% | 0.1% | 6 | +952,356 | 40.13% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,757,985 | 97,439 | 0.13% | 0.09% | 7 | +696,231 | 33.77% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,606,375 | 92,091 | 0.13% | 0.1% | 8 | +518,836 | 24.85% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,601,020 | 91,894 | 0.03% | 0.02% | 9 | +391,121 | 17.7% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,252,009 | 79,563 | 0.21% | 0.18% | 10 | +330,471 | 17.2% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 2,168,040 | 76,597 | 0.21% | 0.21% | 11 | +117,287 | 5.72% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,029,102 | 73,128 | 0.1% | 0.1% | 12 | +91,205 | 4.71% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,009,200 | 71,000 | 0.01% | — | 13 | +2,009,200 | New | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | New | 1,810,371 | 63,960 | 3.67% | — | 14 | +1,810,371 | New | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,507,500 | 53,259 | 0.03% | 0.02% | 15 | +497,513 | 49.26% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,302,345 | 46,011 | 0.19% | 0.17% | 16 | +222,062 | 20.56% | Q4 2025 | Feb 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 1,146,334 | 40,499 | 9.49% | — | 17 | +1,146,334 | New | Q4 2025 | Mar 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,054,730 | 37,263 | 0.03% | 0.03% | 18 | +230,945 | 28.03% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 976,578 | 34,502 | 0.08% | 0.08% | 19 | +139,088 | 16.61% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 864,170 | 30,531 | 0.07% | 0.04% | 20 | +327,659 | 61.07% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 843,949 | 29,816 | 0.34% | 0.29% | 21 | +354,864 | 72.56% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 709,974 | 25,150 | 0.13% | 0.07% | 22 | +389,787 | 121.74% | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 686,422 | 24,251 | 0.94% | 0.91% | 23 | +28,740 | 4.37% | Q4 2025 | Jan 29, 2026 |
| KWB Wealth | History | Added to | 673,458 | 23,793 | 2.25% | 1.35% | 24 | +307,615 | 84.08% | Q4 2025 | Jan 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 646,639 | 22,845 | 0.25% | 0.15% | 25 | +256,970 | 65.95% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 611,516 | 21,604 | 0.44% | 0.35% | 26 | +167,943 | 37.86% | Q4 2025 | Feb 09, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 514,956 | 18,193 | 6.19% | 6.16% | 27 | +52,435 | 11.34% | Q4 2025 | Jan 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 496,331 | 17,535 | 0.34% | 0.28% | 28 | +100,713 | 25.46% | Q4 2025 | Feb 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 492,538 | 17,401 | 0.72% | 0.48% | 29 | +211,733 | 75.4% | Q4 2025 | Jan 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 479,872 | 16,953 | 0.21% | 0.21% | 30 | +8,549 | 1.81% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 475,632 | 16,804 | 0.08% | 0.09% | 31 | -40,123 | -7.78% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 439,110 | 15,513 | 0.02% | 0.02% | 32 | +34,293 | 8.47% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 400,386 | 14,213 | 0.54% | 0.82% | 33 | +19,236 | 5.05% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 383,283 | 13,541 | 0.62% | 0.68% | 34 | -37,871 | -8.99% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 356,266 | 12,586 | 0.31% | 0.33% | 35 | -13,165 | -3.56% | Q4 2025 | Feb 09, 2026 |
| Base Wealth Management LLC | History | Added to | 340,480 | 12,029 | 6.47% | 6.41% | 36 | +16,438 | 5.07% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 329,138 | 11,628 | 0.04% | 0.02% | 37 | +198,024 | 151.03% | Q4 2025 | Feb 18, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 323,243 | 11,420 | 7.71% | 7.68% | 38 | +15,339 | 4.98% | Q4 2025 | Jan 15, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 319,107 | 11,274 | 4.09% | 3.89% | 39 | +42,091 | 15.19% | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | Added to | 317,223 | 11,207 | 0.25% | 0.27% | 40 | +18,723 | 6.27% | Q4 2025 | Feb 06, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 316,835 | 11,193 | 1.39% | 1.13% | 41 | +63,697 | 25.16% | Q4 2025 | Jan 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 307,520 | 10,864 | 0.82% | 0.65% | 42 | +62,039 | 25.27% | Q4 2025 | Jan 23, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 295,837 | 10,451 | 2.41% | 2.23% | 43 | +29,324 | 11.0% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 295,303 | 10,433 | 0.06% | 0.06% | 44 | +17,593 | 6.34% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 284,093 | 10,037 | 0.47% | 0.33% | 45 | +63,664 | 28.88% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | Added to | 273,910 | 9,677 | 0.16% | 0.12% | 46 | +100,405 | 57.87% | Q4 2025 | Mar 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 273,120 | 9,649 | 0.11% | 0.08% | 47 | +87,052 | 46.79% | Q4 2025 | Jan 20, 2026 |
| Capital Management Associates, Inc | History | Added to | 270,608 | 9,560 | 2.11% | 2.08% | 48 | +49,149 | 22.19% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 270,072 | 9,541 | 0.23% | 0.17% | 49 | +79,018 | 41.36% | Q4 2025 | Jan 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 256,732 | 9,070 | 0.16% | 0.13% | 50 | +39,809 | 18.35% | Q4 2025 | Jan 22, 2026 |
| Boyer Financial Services, Inc. | History | New | 253,916 | 9,026 | 9.57% | — | 51 | +253,916 | New | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 254,576 | 8,994 | 0.1% | 0.08% | 52 | +63,321 | 33.11% | Q4 2025 | Feb 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 253,347 | 8,950 | 0.18% | 0.23% | 53 | -114,291 | -31.09% | Q4 2025 | Feb 05, 2026 |
| LongView Wealth Management | History | Added to | 245,039 | 8,885 | 2.15% | 1.81% | 54 | +52,783 | 27.45% | Q4 2025 | Jan 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 243,314 | 8,596 | 0.07% | 0.06% | 55 | +51,745 | 27.01% | Q4 2025 | Jan 26, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 232,135 | 8,201 | 0.48% | 0.44% | 56 | +45,069 | 24.09% | Q4 2025 | Feb 10, 2026 |
| Venture Visionary Partners LLC | History | Added to | 224,211 | 8,049 | 0.26% | 0.14% | 57 | +105,344 | 88.62% | Q4 2025 | Feb 13, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 225,908 | 7,981 | 2.26% | 2.07% | 58 | +20,753 | 10.12% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 225,174 | 7,955 | 0.02% | 0.01% | 59 | +102,226 | 83.15% | Q4 2025 | Jan 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 215,086 | 7,598 | 2.18% | 2.2% | 60 | +11,683 | 5.74% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 212,396 | 7,503 | 0.01% | 0.01% | 61 | +4,780 | 2.3% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 210,402 | 7,433 | 0.01% | 0.01% | 62 | +7,656 | 3.78% | Q4 2025 | Feb 06, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 207,979 | 7,347 | 0.12% | 0.11% | 63 | +10,981 | 5.57% | Q4 2025 | Feb 11, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 206,693 | 7,302 | 1.49% | 1.14% | 64 | +58,004 | 39.01% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 201,077 | 7,104 | 0.0% | 0.0% | 65 | +40,826 | 25.48% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 200,000 | 7,066 | 0.0% | 0.0% | 66 | +60,000 | 42.86% | Q4 2025 | Feb 12, 2026 |
| Worth Asset Management, LLC | History | Added to | 197,069 | 6,962 | 2.95% | 2.7% | 67 | +24,150 | 13.97% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 194,980 | 6,888 | 0.08% | 0.05% | 68 | +45,317 | 30.28% | Q4 2025 | Feb 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 193,783 | 6,846 | 3.11% | 2.53% | 69 | +39,386 | 25.51% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 177,002 | 6,253 | 0.09% | 0.08% | 70 | +25,734 | 17.01% | Q4 2025 | Feb 09, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 167,919 | 5,932 | 1.36% | 1.24% | 71 | +12,008 | 7.7% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 167,458 | 5,916 | 0.0% | 0.0% | 72 | +31,290 | 22.98% | Q4 2025 | Feb 17, 2026 |
| CLG LLC | History | Added to | 164,351 | 5,806 | 1.45% | 1.18% | 73 | +39,576 | 31.72% | Q4 2025 | Jan 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 163,619 | 5,780 | 0.33% | 0.28% | 74 | +28,715 | 21.29% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 158,871 | 5,612 | 0.0% | — | 75 | +158,871 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 158,710 | 5,607 | 0.0% | 0.0% | 76 | +135,640 | 587.95% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 158,317 | 5,593 | 0.08% | 0.07% | 77 | +27,497 | 21.02% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 157,833 | 5,576 | 0.04% | 0.03% | 78 | +38,568 | 32.34% | Q4 2025 | Feb 17, 2026 |
| Merited Wealth, LLC | History | New | 150,754 | 5,326 | 4.94% | — | 79 | +150,754 | New | Q4 2025 | Mar 26, 2026 |
| Michael Brady & Co., LLC | History | New | 148,190 | 5,235 | 5.22% | — | 80 | +148,190 | New | Q4 2025 | Jan 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 148,080 | 5,232 | 0.09% | 0.06% | 81 | +41,142 | 38.47% | Q4 2025 | Feb 09, 2026 |
| WealthCare Investment Partners, LLC | History | New | 146,471 | 5,207 | 1.52% | — | 82 | +146,471 | New | Q4 2025 | Jan 06, 2026 |
| Westside Investment Management, Inc. | History | Added to | 146,270 | 5,167 | 0.83% | 0.66% | 83 | +27,075 | 22.71% | Q4 2025 | Jan 23, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 145,600 | 5,144 | 0.74% | 0.79% | 84 | +2,265 | 1.58% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 145,055 | 5,124 | 0.0% | — | 85 | +145,055 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 141,957 | 5,015 | 0.33% | 0.36% | 86 | -8,729 | -5.79% | Q4 2025 | Feb 20, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 139,353 | 4,923 | 0.09% | 0.1% | 87 | +9,400 | 7.23% | Q4 2025 | Feb 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 139,326 | 4,922 | 0.29% | 0.26% | 88 | +19,480 | 16.25% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 138,824 | 4,904 | 0.09% | 0.08% | 89 | +16,693 | 13.67% | Q4 2025 | Jan 07, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 133,516 | 4,717 | 0.36% | 0.27% | 90 | +35,836 | 36.69% | Q4 2025 | Jan 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 129,729 | 4,583 | 0.01% | 0.01% | 91 | +20,295 | 18.55% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 127,251 | 4,495 | 0.01% | 0.0% | 92 | +27,164 | 27.14% | Q4 2025 | Feb 02, 2026 |
| Challenger Wealth Management | History | Added to | 126,126 | 4,456 | 3.4% | 3.18% | 93 | +9,134 | 7.81% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 124,057 | 4,382 | 0.12% | 0.11% | 94 | +8,524 | 7.38% | Q4 2025 | Jan 30, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 123,671 | 4,369 | 0.15% | 0.13% | 95 | +17,182 | 16.13% | Q4 2025 | Feb 13, 2026 |
| CVFG LLC | History | Added to | 123,283 | 4,355 | 2.99% | 2.96% | 96 | +5,280 | 4.47% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 119,520 | 4,222 | 0.01% | 0.01% | 97 | +15,267 | 14.64% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 118,550 | 4,188 | 0.05% | 0.04% | 98 | +26,424 | 28.68% | Q4 2025 | Jan 26, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 116,310 | 4,109 | 0.26% | 0.28% | 99 | -5,179 | -4.26% | Q4 2025 | Feb 03, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 114,283 | 4,037 | 0.43% | 0.1% | 100 | +88,222 | 338.52% | Q4 2025 | Feb 18, 2026 |
| Taylor Financial Group, Inc. | History | Reduced | 111,359 | 3,934 | 2.31% | 2.23% | 101 | -246 | -0.22% | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 111,291 | 3,931 | 0.08% | 0.08% | 102 | +9,988 | 9.86% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Added to | 108,627 | 3,837 | 0.19% | 0.11% | 103 | +32,935 | 43.51% | Q4 2025 | Jan 27, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 107,249 | 3,789 | 1.03% | 0.95% | 104 | +8,411 | 8.51% | Q4 2025 | Feb 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 106,656 | 3,768 | 0.17% | 0.15% | 105 | +13,381 | 14.35% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 104,846 | 3,704 | 0.3% | 0.29% | 106 | +8,966 | 9.35% | Q4 2025 | Jan 23, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 96,627 | 3,413 | 2.23% | — | 107 | +96,627 | New | Q4 2025 | Apr 02, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 95,818 | 3,385 | 1.87% | 2.06% | 108 | -2,125 | -2.17% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Reduced | 92,616 | 3,272 | 0.14% | 0.33% | 109 | -193,834 | -67.67% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 89,010 | 3,144 | 0.02% | 0.01% | 110 | +26,330 | 42.01% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 88,296 | 3,119 | 0.01% | 0.0% | 111 | +51,396 | 139.28% | Q4 2025 | Mar 16, 2026 |
| RFG Advisory, LLC | History | Reduced | 88,159 | 3,114 | 0.06% | 0.14% | 112 | -106,577 | -54.73% | Q4 2025 | Feb 03, 2026 |
| Sovran Advisors, LLC | History | Added to | 85,526 | 3,098 | 0.26% | 0.26% | 113 | +2,286 | 2.75% | Q4 2025 | Jan 20, 2026 |
| StrongBox Wealth, LLC | History | Added to | 83,515 | 2,950 | 0.97% | 0.83% | 114 | +12,572 | 17.72% | Q4 2025 | Jan 21, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 82,681 | 2,921 | 0.31% | 0.29% | 115 | +23,332 | 39.31% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 82,681 | 2,921 | 0.45% | 0.45% | 116 | +23,332 | 39.31% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 81,218 | 2,869 | 0.14% | 0.11% | 117 | +17,002 | 26.48% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 73,580 | 2,599 | 0.01% | 0.01% | 118 | +13,846 | 23.18% | Q4 2025 | Feb 12, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 73,035 | 2,580 | 1.92% | 1.86% | 119 | +3,624 | 5.22% | Q4 2025 | Feb 11, 2026 |
| VVR Holdings LLC | History | New | 71,348 | 2,520 | 1.31% | — | 120 | +71,348 | New | Q4 2025 | Feb 11, 2026 |
| Continuum Advisory, LLC | History | Added to | 70,060 | 2,475 | 0.25% | 0.17% | 121 | +25,049 | 55.65% | Q4 2025 | Feb 11, 2026 |
| Burford Brothers, Inc. | History | Added to | 68,416 | 2,417 | 1.0% | 0.6% | 122 | +27,765 | 68.3% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 66,686 | 2,356 | 0.01% | 0.01% | 123 | +6,339 | 10.5% | Q4 2025 | Jan 29, 2026 |
| ORG Partners LLC | History | Added to | 65,790 | 2,324 | 0.41% | 0.34% | 124 | +18,784 | 39.96% | Q4 2025 | Jan 14, 2026 |
| AA Financial Advisors, LLC | History | Added to | 64,843 | 2,290 | 0.42% | 0.43% | 125 | +1,299 | 2.04% | Q4 2025 | Jan 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 64,625 | 2,283 | 0.25% | 0.16% | 126 | +30,893 | 91.58% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 64,090 | 2,264 | 0.03% | 0.02% | 127 | +29,760 | 86.69% | Q4 2025 | Feb 05, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 59,605 | 2,105 | 1.46% | 1.4% | 128 | +3,630 | 6.49% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 58,732 | 2,074 | 0.04% | 0.04% | 129 | +11,991 | 25.65% | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 57,606 | 2,035 | 0.05% | 0.0% | 130 | +50,535 | 714.68% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 56,971 | 2,012 | 0.0% | 0.0% | 131 | +33,965 | 147.64% | Q4 2025 | Feb 11, 2026 |
| Englebert Financial Advisers, LLC | History | New | 54,935 | 1,940 | 2.22% | — | 132 | +54,935 | New | Q4 2025 | Feb 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 54,285 | 1,917 | 0.04% | 0.03% | 133 | +21,815 | 67.19% | Q4 2025 | Feb 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 52,426 | 1,852 | 0.22% | 0.2% | 134 | +6,650 | 14.53% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | New | 52,227 | 1,845 | 0.02% | — | 135 | +52,227 | New | Q4 2025 | Jan 23, 2026 |
| Creekside Partners | History | Added to | 52,216 | 1,844 | 0.78% | 0.63% | 136 | +11,031 | 26.78% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 52,094 | 1,739 | 0.04% | 0.02% | 137 | +21,883 | 72.43% | Q4 2025 | Feb 11, 2026 |
| Security Financial Services, INC. | History | Added to | 49,020 | 1,731 | 0.27% | 0.25% | 138 | +4,334 | 9.7% | Q4 2025 | Jan 27, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 48,197 | 1,702 | 0.36% | 0.31% | 139 | +7,847 | 19.45% | Q4 2025 | Jan 26, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 47,895 | 1,694 | 1.43% | — | 140 | +47,895 | New | Q4 2025 | Jan 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 46,782 | 1,652 | 0.08% | 0.05% | 142 | +16,266 | 53.3% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 46,780 | 1,652 | 0.09% | 0.07% | 141 | +13,493 | 40.54% | Q4 2025 | Jan 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 45,475 | 1,606 | 0.17% | 0.16% | 143 | +5,401 | 13.48% | Q4 2025 | Jan 23, 2026 |
| Bare Financial Services, Inc | History | Added to | 44,245 | 1,563 | 0.43% | 0.44% | 144 | +1,804 | 4.25% | Q4 2025 | Feb 06, 2026 |
| NWF Advisory Services Inc. | History | Added to | 44,015 | 1,555 | 0.17% | 0.13% | 145 | +9,450 | 27.34% | Q4 2025 | Mar 03, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 43,297 | 1,529 | 0.35% | 0.35% | 146 | +337 | 0.78% | Q4 2025 | Feb 17, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 41,808 | 1,477 | 0.3% | 0.28% | 147 | +3,599 | 9.42% | Q4 2025 | Feb 03, 2026 |
| United Advisor Group, LLC | History | Added to | 40,332 | 1,424 | 0.18% | 0.16% | 148 | +5,370 | 15.36% | Q4 2025 | Jan 26, 2026 |
| Sun Financial Inc | History | New | 40,071 | 1,415 | 0.79% | — | 149 | +40,071 | New | Q4 2025 | Feb 02, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 37,508 | 1,325 | 0.67% | 0.54% | 150 | +7,888 | 26.63% | Q4 2025 | Jan 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 36,744 | 1,298 | 0.1% | — | 151 | +36,744 | New | Q4 2025 | Feb 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 36,604 | 1,293 | 0.25% | 0.16% | 152 | +3,017 | 8.98% | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 35,850 | 1,266 | 0.05% | — | 153 | +35,850 | New | Q4 2025 | Feb 09, 2026 |
| Nautilus Advisors LLC | History | Added to | 35,378 | 1,249 | 0.82% | 0.81% | 154 | +539 | 1.55% | Q4 2025 | Jan 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 34,685 | 1,225 | 0.06% | 0.06% | 155 | +524 | 1.53% | Q4 2025 | Feb 05, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 34,510 | 1,219 | 0.8% | 0.63% | 156 | +2,192 | 6.78% | Q4 2025 | Feb 12, 2026 |
| RIA Advisory Group LLC | History | Added to | 33,737 | 1,191 | 0.29% | 0.27% | 157 | +2,983 | 9.7% | Q4 2025 | Feb 02, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 33,583 | 1,186 | 1.16% | 0.94% | 158 | +5,108 | 17.94% | Q4 2025 | Jan 07, 2026 |
| VICUS CAPITAL | History | Added to | 32,943 | 1,163 | 0.09% | 0.06% | 159 | +9,612 | 41.2% | Q4 2025 | Jan 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 32,466 | 1,147 | 0.0% | 0.0% | 160 | +4,190 | 14.82% | Q4 2025 | Feb 10, 2026 |
| Keystone Financial Group | History | New | 31,199 | 1,102 | 0.08% | — | 161 | +31,199 | New | Q4 2025 | Feb 06, 2026 |
| Brookwood Investment Group LLC | History | Added to | 31,206 | 1,102 | 0.13% | 0.09% | 162 | +10,757 | 52.6% | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | Added to | 30,847 | 1,089 | 0.02% | 0.02% | 163 | +265 | 0.87% | Q4 2025 | Feb 13, 2026 |
| Synergy Investment Management, LLC | History | Added to | 30,715 | 1,085 | 0.38% | 0.37% | 164 | +2,800 | 10.03% | Q4 2025 | Feb 06, 2026 |
| Advisor OS, LLC | History | Added to | 30,420 | 1,074 | 0.09% | 0.06% | 165 | +9,483 | 45.29% | Q4 2025 | Feb 04, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 28,065 | 991 | 0.3% | 0.32% | 166 | -533 | -1.86% | Q4 2025 | Jan 26, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 27,895 | 985 | 0.91% | — | 167 | +27,895 | New | Q4 2025 | Feb 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 25,833 | 912 | 0.02% | 0.01% | 168 | +13,018 | 101.58% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 25,489 | 900 | 0.01% | 0.02% | 169 | -15,760 | -38.21% | Q4 2025 | Feb 11, 2026 |
| Dakota Wealth Management | History | Added to | 25,430 | 898 | 0.02% | 0.02% | 170 | +3,650 | 16.76% | Q4 2025 | Jan 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 25,411 | 897 | 0.02% | 0.02% | 171 | +276 | 1.1% | Q4 2025 | Feb 09, 2026 |
| Visionary Wealth Advisors | History | Added to | 24,993 | 882 | 0.04% | 0.04% | 172 | +3,301 | 15.22% | Q4 2025 | Feb 13, 2026 |
| Advisor Resource Council | History | Added to | 23,904 | 855 | 0.3% | 0.39% | 173 | +15,530 | 185.45% | Q4 2025 | Feb 10, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 23,335 | 824 | 0.18% | 0.14% | 174 | +5,264 | 29.13% | Q4 2025 | Jan 26, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 23,103 | 816 | 0.32% | 0.35% | 175 | +32 | 0.14% | Q4 2025 | Feb 03, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 22,858 | 807 | 0.55% | 0.34% | 176 | +7,901 | 52.82% | Q4 2025 | Feb 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 22,833 | 806 | 0.02% | 0.01% | 177 | +7,088 | 45.02% | Q4 2025 | Feb 17, 2026 |
| Compton Financial Group, LLC | History | New | 22,615 | 799 | 0.18% | — | 178 | +22,615 | New | Q4 2025 | Feb 05, 2026 |
| Advyzon Investment Management, LLC | History | New | 22,231 | 785 | 0.09% | — | 179 | +22,231 | New | Q4 2025 | Feb 13, 2026 |
| Vantus Wealth LLC | History | New | 22,231 | 785 | 0.58% | — | 180 | +22,231 | New | Q4 2025 | Feb 10, 2026 |
| Latitude Advisors, LLC | History | Added to | 22,027 | 778 | 0.34% | 0.26% | 181 | +5,568 | 33.83% | Q4 2025 | Jan 27, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 21,482 | 758 | 0.13% | 0.16% | 182 | -3,113 | -12.66% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 21,026 | 742 | 0.05% | 0.04% | 183 | +8,183 | 63.72% | Q4 2025 | Jan 21, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 20,900 | 738 | 0.44% | 0.36% | 184 | +4,104 | 24.43% | Q4 2025 | Jan 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 20,412 | 721 | 0.04% | 0.24% | 185 | -137,114 | -87.04% | Q4 2025 | Jan 30, 2026 |
| Pines Wealth Management, LLC | History | Added to | 20,408 | 721 | 0.23% | 0.22% | 186 | +1,172 | 6.09% | Q4 2025 | Feb 02, 2026 |
| Davies Financial Advisors, Inc. | History | Reduced | 19,460 | 687 | 1.27% | 1.48% | 187 | -33,071 | -62.96% | Q4 2025 | Jan 27, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 19,340 | 683 | 0.36% | 0.34% | 188 | +871 | 4.72% | Q4 2025 | Feb 17, 2026 |
| Northwest Financial Advisors | History | Added to | 19,087 | 674 | 1.39% | 0.59% | 190 | +5,885 | 44.58% | Q4 2025 | Jan 26, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 19,080 | 674 | 0.31% | 0.31% | 189 | +240 | 1.27% | Q4 2025 | Jan 16, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 18,842 | 665 | 0.15% | 0.14% | 191 | +1,633 | 9.49% | Q4 2025 | Feb 04, 2026 |
| KPP Advisory Services LLC | History | Reduced | 18,100 | 639 | 0.09% | 0.09% | 192 | -28 | -0.15% | Q4 2025 | Feb 02, 2026 |
| Colonial River Investments, LLC | History | Added to | 17,406 | 614 | 0.22% | 0.2% | 193 | +2,163 | 14.19% | Q4 2025 | Feb 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 17,406 | 614 | 0.01% | 0.01% | 194 | +2,163 | 14.19% | Q4 2025 | Feb 19, 2026 |
| Accel Wealth Management | History | Added to | 17,353 | 613 | 0.17% | 0.11% | 195 | +6,201 | 55.6% | Q4 2025 | Jan 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 16,708 | 605 | 0.03% | 0.03% | 196 | +835 | 5.26% | Q4 2025 | Feb 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 16,739 | 591 | 0.03% | 0.03% | 197 | +1,505 | 9.88% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | Added to | 16,622 | 587 | 0.0% | 0.0% | 198 | +2,920 | 21.31% | Q4 2025 | Feb 13, 2026 |
| Balboa Wealth Partners | History | Added to | 16,122 | 569 | 0.09% | 0.09% | 199 | +1,057 | 7.02% | Q4 2025 | Jan 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 16,035 | 566 | 0.02% | — | 200 | +16,035 | New | Q4 2025 | Feb 13, 2026 |
| Tudor Financial Inc. | History | Added to | 16,000 | 565 | 0.29% | 0.25% | 201 | +2,431 | 17.92% | Q4 2025 | Feb 13, 2026 |
| Owen LaRue, LLC | History | Reduced | 15,800 | 558 | 0.21% | 0.27% | 202 | -3,946 | -19.98% | Q4 2025 | Feb 05, 2026 |
| Summit Global Investments | History | Added to | 15,723 | 555 | 0.03% | 0.03% | 203 | +582 | 3.84% | Q4 2025 | Feb 18, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 15,230 | 538 | 0.1% | 0.05% | 204 | +7,933 | 108.72% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 15,211 | 537 | 0.03% | 0.02% | 205 | +5,851 | 62.51% | Q4 2025 | Feb 17, 2026 |
| Williams & Novak, LLC | History | Added to | 14,901 | 526 | 0.4% | 0.27% | 206 | +4,907 | 49.1% | Q4 2025 | Feb 05, 2026 |
| Lantz Financial LLC | History | New | 14,871 | 525 | 0.11% | — | 207 | +14,871 | New | Q4 2025 | Jan 14, 2026 |
| McNamara Financial Services, Inc. | History | No change | 14,829 | 523 | 0.1% | 0.1% | 208 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Carson Advisory Inc. | History | Added to | 14,575 | 514 | 0.27% | 0.25% | 209 | +1,000 | 7.37% | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 14,439 | 510 | 0.21% | 0.19% | 210 | +2,006 | 16.13% | Q4 2025 | Jan 15, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 14,403 | 508 | 0.09% | 0.09% | 211 | +1,000 | 7.46% | Q4 2025 | Jan 12, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 14,186 | 501 | 0.25% | 0.12% | 212 | +7,641 | 116.75% | Q4 2025 | Jan 29, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 13,925 | 491 | 0.19% | — | 213 | +13,925 | New | Q4 2025 | Jan 27, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 13,607 | 480 | 0.01% | 0.02% | 214 | -6,631 | -32.77% | Q4 2025 | Feb 17, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 13,344 | 471 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 13,000 | 459 | 0.0% | 0.0% | 216 | -41,400 | -76.1% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,979 | 458 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 12,898 | 455 | 0.0% | — | 218 | +12,898 | New | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 12,845 | 453 | 0.02% | — | 219 | +12,845 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,444 | 439 | 0.04% | 0.02% | 220 | +5,663 | 83.51% | Q4 2025 | Jan 26, 2026 |
| Creative Planning | History | Added to | 12,392 | 437 | 0.0% | 0.0% | 221 | +173 | 1.42% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 12,294 | 434 | 0.02% | 0.09% | 222 | -28,073 | -69.54% | Q4 2025 | Feb 04, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 11,914 | 423 | 0.07% | 0.06% | 223 | +1,510 | 14.51% | Q4 2025 | Jan 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 11,937 | 421 | 0.06% | 0.06% | 224 | +500 | 4.37% | Q4 2025 | Jan 21, 2026 |
| MSH Capital Advisors LLC | History | Added to | 11,879 | 419 | 0.09% | 0.08% | 225 | +3,695 | 45.15% | Q4 2025 | Feb 09, 2026 |
| Modern Wealth Management, LLC | History | Added to | 11,762 | 415 | 0.01% | 0.01% | 226 | +322 | 2.81% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Added to | 11,429 | 403 | 0.01% | 0.0% | 227 | +4,872 | 74.3% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 11,341 | 401 | 0.01% | 0.01% | 228 | +6,228 | 121.81% | Q4 2025 | Feb 11, 2026 |
| tru Independence LLC | History | Added to | 11,204 | 395 | 0.1% | 0.1% | 229 | +113 | 1.02% | Q4 2025 | Jan 22, 2026 |
| PFG Investments, LLC | History | Added to | 11,133 | 393 | 0.02% | 0.02% | 231 | +1,006 | 9.93% | Q4 2025 | Jan 26, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 11,130 | 393 | 0.08% | 0.1% | 230 | +203 | 1.86% | Q4 2025 | Feb 13, 2026 |
| Parsonex Advisory Services, Inc. | History | New | 10,972 | 387 | 0.25% | — | 233 | +10,972 | New | Q4 2025 | Feb 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 10,943 | 387 | 0.13% | 0.14% | 232 | +95 | 0.88% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Added to | 10,926 | 386 | 0.01% | 0.01% | 234 | +57 | 0.52% | Q4 2025 | Jan 14, 2026 |
| Southland Equity Partners LLC | History | Added to | 10,888 | 384 | 0.08% | 0.05% | 235 | +3,151 | 40.73% | Q4 2025 | Jan 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 10,292 | 365 | 0.02% | — | 236 | +10,292 | New | Q4 2025 | Jan 15, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 10,258 | 362 | 0.16% | 0.16% | 237 | -119 | -1.15% | Q4 2025 | Jan 26, 2026 |
| High Falls Advisors, Inc | History | Added to | 10,064 | 355 | 0.07% | 0.07% | 238 | +429 | 4.45% | Q4 2025 | Feb 18, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 9,770 | 345 | 0.02% | 0.02% | 239 | +150 | 1.56% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | No change | 9,750 | 344 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 9,679 | 341 | 0.02% | — | 241 | +9,679 | New | Q4 2025 | Feb 17, 2026 |
| Intrua Financial, LLC | History | Added to | 9,407 | 332 | 0.04% | 0.03% | 242 | +1,799 | 23.65% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,140 | 322 | 0.0% | 0.0% | 243 | +600 | 7.03% | Q4 2025 | Jan 29, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 9,004 | 318 | 0.17% | 0.17% | 244 | +286 | 3.28% | Q4 2025 | Feb 18, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 8,914 | 314 | 0.05% | — | 245 | +8,914 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 8,920 | 314 | 0.0% | 0.0% | 246 | +2,430 | 37.44% | Q4 2025 | Jan 27, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 8,813 | 311 | 0.13% | — | 247 | +8,813 | New | Q4 2025 | Jan 21, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 8,730 | 308 | 0.27% | — | 248 | +8,730 | New | Q4 2025 | Feb 04, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 8,670 | 306 | 0.04% | — | 249 | +8,670 | New | Q4 2025 | Feb 05, 2026 |
| Jacobi Capital Management LLC | History | New | 8,531 | 301 | 0.02% | — | 250 | +8,531 | New | Q4 2025 | Feb 13, 2026 |
| Concorde Asset Management, LLC | History | Added to | 8,351 | 295 | 0.12% | 0.12% | 251 | +62 | 0.75% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,351 | 295 | 0.02% | 0.02% | 252 | +62 | 0.75% | Q4 2025 | Jan 30, 2026 |
| Financial Perspectives, Inc | History | Added to | 8,283 | 292 | 0.08% | 0.07% | 253 | +1,075 | 14.91% | Q4 2025 | Jan 28, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 8,260 | 291 | 0.13% | — | 254 | +8,260 | New | Q4 2025 | Mar 10, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 8,179 | 288 | 0.14% | 0.14% | 255 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 7,998 | 282 | 0.0% | — | 256 | +7,998 | New | Q4 2025 | Jan 21, 2026 |
| NWAM LLC | History | New | 7,733 | 281 | 0.02% | — | 257 | +7,733 | New | Q4 2025 | Feb 04, 2026 |
| OneAscent Financial Services LLC | History | New | 7,776 | 274 | 0.03% | — | 258 | +7,776 | New | Q4 2025 | Feb 11, 2026 |
| Skyline Advisors, Inc. | History | Added to | 7,626 | 269 | 0.09% | 0.09% | 259 | +136 | 1.82% | Q4 2025 | Jan 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 7,537 | 266 | 0.0% | 0.0% | 260 | -11,352 | -60.1% | Q4 2025 | Feb 11, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 7,353 | 259 | 0.09% | — | 261 | +7,353 | New | Q4 2025 | Mar 27, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 7,269 | 256 | 0.01% | 0.01% | 262 | -300 | -3.96% | Q4 2025 | Jan 20, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 7,247 | 256 | 0.08% | 0.08% | 263 | +67 | 0.93% | Q4 2025 | Jan 28, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 7,095 | 250 | 0.03% | 0.13% | 264 | +245 | 3.58% | Q4 2025 | Feb 18, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 6,935 | 245 | 0.02% | — | 265 | +6,935 | New | Q4 2025 | Feb 11, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 6,751 | 245 | 0.07% | 0.07% | 266 | +280 | 4.33% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 6,735 | 237 | 0.0% | — | 267 | +6,735 | New | Q4 2025 | Feb 02, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 6,735 | 237 | 0.02% | — | 268 | +6,735 | New | Q4 2025 | Feb 18, 2026 |
| Claro Advisors Inc. | History | Added to | 6,725 | 237 | 0.03% | 0.03% | 269 | +50 | 0.75% | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 6,619 | 233 | 0.05% | 0.05% | 270 | -53 | -0.79% | Q4 2025 | Jan 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 6,568 | 232 | 0.0% | — | 271 | +6,568 | New | Q4 2025 | Feb 10, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 6,535 | 230 | 0.16% | 0.14% | 272 | +570 | 9.56% | Q4 2025 | Jan 12, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 6,407 | 226 | 0.21% | 0.05% | 273 | -3,594 | -35.94% | Q4 2025 | Feb 09, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 6,392 | 225 | 0.13% | 0.13% | 274 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sowell Financial Services LLC | History | New | 6,303 | 222 | 0.01% | — | 275 | +6,303 | New | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,999 | 211 | 0.01% | 0.01% | 276 | -2,046 | -25.43% | Q4 2025 | Jan 09, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 5,919 | 209 | 0.07% | 0.07% | 277 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Alliance Wealth Advisors, LLC | History | New | 5,772 | 203 | 0.09% | — | 279 | +5,772 | New | Q4 2025 | Jan 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 5,757 | 203 | 0.0% | — | 278 | +5,757 | New | Q4 2025 | Jan 30, 2026 |
| Wealthspire Retirement, LLC | History | New | 5,668 | 200 | 0.01% | — | 281 | +5,668 | New | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 5,665 | 200 | 0.01% | — | 280 | +5,665 | New | Q4 2025 | Feb 03, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 4,828 | 170 | 0.17% | — | 282 | +4,828 | New | Q4 2025 | Feb 19, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 4,359 | 153 | 0.01% | 0.01% | 283 | +51 | 1.18% | Q4 2025 | Jan 28, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 2,875 | 101 | 0.04% | — | 284 | +2,875 | New | Q4 2025 | Feb 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,437 | 86 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 2,431 | 85 | 0.03% | — | 286 | +2,431 | New | Q4 2025 | Jan 20, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2,389 | 84 | 0.07% | — | 287 | +2,389 | New | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,306 | 81 | 0.01% | 0.0% | 288 | +1,006 | 77.38% | Q4 2025 | Feb 06, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 2,272 | 80 | 0.04% | 0.04% | 289 | +6 | 0.26% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | New | 2,000 | 70 | 0.0% | — | 290 | +2,000 | New | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 1,945 | 68 | 0.0% | 0.0% | 291 | +300 | 18.24% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 1,826 | 64 | 0.0% | — | 292 | +1,826 | New | Q4 2025 | Feb 05, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 1,765 | 62 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,147 | 40 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,033 | 36 | 0.0% | — | 295 | +1,026 | 14657.14% | Q4 2025 | Jan 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 800 | 28 | 0.01% | — | 296 | +800 | New | Q4 2025 | Feb 17, 2026 |
| BAYBAN | History | New | 604 | 21 | 0.02% | — | 298 | +604 | New | Q4 2025 | Mar 05, 2026 |
| BOKF, NA | History | No change | 605 | 21 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 534 | 18 | 0.01% | 0.01% | 299 | +30 | 5.95% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | New | 308 | 10 | 0.0% | — | 300 | +308 | New | Q4 2025 | Feb 02, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 285 | 10 | 0.01% | — | 302 | +285 | New | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | New | 284 | 10 | 0.0% | — | 301 | +284 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | New | 283 | 9 | 0.0% | — | 303 | +283 | New | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | No change | 60 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -143,335 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -72,900 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -22,373 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,611 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,289 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,626 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 03, 2026 |