Capital Group Global Growth Equity ETF - CGGO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | History | Added to | 21,118,680 | 731,762 | 11.65% | 11.58% | 1 | +839,808 | 4.14% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 15,068,808 | 522,134 | 0.14% | 0.13% | 2 | +1,958,085 | 14.93% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 13,130,315 | 454,965 | 0.14% | 0.13% | 3 | +1,121,445 | 9.34% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,053,425 | 383,001 | 0.24% | 0.25% | 4 | +34,680 | 0.31% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,246,121 | 355,028 | 0.11% | 0.09% | 5 | +1,036,727 | 11.26% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 9,961,008 | 345,148 | 0.02% | 0.02% | 6 | +1,321,604 | 15.3% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 7,734,465 | 267,999 | 0.29% | 0.28% | 7 | +684,531 | 9.71% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,847,836 | 202,627 | 0.04% | 0.03% | 8 | +1,433,295 | 32.47% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,399,474 | 187,091 | 0.25% | 0.23% | 9 | +285,598 | 5.58% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,182,196 | 144,918 | 0.09% | 0.08% | 10 | +603,782 | 16.87% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,058,668 | 140,653 | 0.21% | 0.2% | 11 | -334,432 | -7.61% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 4,032,146 | 139,713 | 0.02% | 0.02% | 12 | +162,049 | 4.19% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,465,284 | 120,072 | 0.01% | 0.01% | 13 | +299,121 | 9.45% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,232,316 | 112,000 | 0.02% | — | 14 | +3,232,316 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,214,170 | 111,371 | 0.29% | 0.27% | 15 | +358,979 | 12.57% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,182,129 | 110,260 | 0.27% | 0.27% | 16 | +186,934 | 6.24% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,015,534 | 72,337 | 0.1% | 0.1% | 17 | +63,138 | 3.23% | Q4 2025 | Jan 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,622,498 | 56,219 | 0.06% | 0.05% | 18 | +302,941 | 22.96% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 1,589,634 | 54,923 | 0.29% | 0.3% | 19 | +203,172 | 14.65% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,516,092 | 52,532 | 0.19% | 0.22% | 20 | +115,239 | 8.23% | Q4 2025 | Feb 18, 2026 |
| Financial Council, LLC | History | Added to | 1,483,388 | 51,399 | 20.52% | 21.26% | 21 | +81,683 | 5.83% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,417,348 | 49,111 | 0.08% | 0.08% | 22 | +17,713 | 1.27% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,410,915 | 48,888 | 0.2% | 0.21% | 23 | +67,691 | 5.04% | Q4 2025 | Feb 13, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 1,400,492 | 48,527 | 6.95% | 6.78% | 24 | +52,375 | 3.89% | Q4 2025 | Jan 12, 2026 |
| LVW Advisors, LLC | History | Added to | 1,067,741 | 36,997 | 3.75% | 3.59% | 25 | +39,276 | 3.82% | Q4 2025 | Jan 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 945,652 | 32,766 | 0.06% | 0.07% | 26 | +12,489 | 1.34% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 938,772 | 32,528 | 0.03% | 0.03% | 27 | +89,540 | 10.54% | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 912,634 | 31,622 | 1.23% | 1.25% | 28 | -1,234 | -0.14% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 881,042 | 30,528 | 0.07% | 0.1% | 29 | -313,761 | -26.26% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 874,055 | 30,286 | 0.03% | 0.05% | 30 | +9,973 | 1.15% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 872,724 | 30,239 | 0.14% | 0.18% | 31 | -203,560 | -18.91% | Q4 2025 | Feb 17, 2026 |
| Forge Financial Services LLC | History | Added to | 845,108 | 29,282 | 12.52% | 13.37% | 32 | +22,012 | 2.67% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 830,059 | 28,761 | 0.0% | 0.0% | 33 | +311,303 | 60.01% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 817,694 | 28,332 | 0.31% | 0.26% | 34 | +137,079 | 20.14% | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 809,229 | 28,039 | 0.17% | 0.18% | 35 | +8,049 | 1.0% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Added to | 766,865 | 26,571 | 0.05% | 0.04% | 36 | +193,272 | 33.69% | Q4 2025 | Jan 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 755,810 | 26,188 | 0.32% | 0.28% | 37 | +131,026 | 20.97% | Q4 2025 | Jan 26, 2026 |
| BIP Wealth, LLC | History | New | 682,727 | 23,656 | 0.83% | — | 38 | +682,727 | New | Q4 2025 | Jan 21, 2026 |
| Reliant Wealth Planning | History | Reduced | 653,251 | 22,635 | 7.07% | 7.36% | 39 | -11,820 | -1.78% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 641,378 | 22,223 | 0.16% | 0.18% | 40 | +2,860 | 0.45% | Q4 2025 | Feb 18, 2026 |
| Wealth Science Advisors LLC | History | New | 636,392 | 22,050 | 12.72% | — | 41 | +636,392 | New | Q4 2025 | Jan 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 617,004 | 21,386 | 0.35% | 0.36% | 42 | -2,838 | -0.46% | Q4 2025 | Feb 09, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 584,262 | 20,244 | 4.74% | — | 43 | +584,262 | New | Q4 2025 | Mar 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 20,211,701 | 20,220 | 0.03% | 0.04% | 44 | +19,525,691 | 2846.27% | Q4 2025 | Mar 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 497,148 | 17,226 | 0.3% | 0.37% | 45 | +36,497 | 7.92% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 465,464 | 16,128 | 0.17% | 0.04% | 46 | +382,208 | 459.08% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 462,279 | 16,017 | 0.02% | 0.01% | 47 | +111,748 | 31.88% | Q4 2025 | Feb 06, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 457,916 | 15,866 | 7.3% | 3.35% | 48 | +247,703 | 117.83% | Q4 2025 | Jan 21, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 419,008 | 14,518 | 0.25% | 0.23% | 49 | +38,012 | 9.98% | Q4 2025 | Jan 22, 2026 |
| LifeGoal Investments, LLC | History | Added to | 417,077 | 14,456 | 9.63% | 9.57% | 50 | +79,775 | 23.65% | Q4 2025 | Jan 15, 2026 |
| KWB Wealth | History | Added to | 379,205 | 13,139 | 1.24% | 0.88% | 51 | +130,058 | 52.2% | Q4 2025 | Jan 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 374,496 | 12,976 | 0.32% | 0.3% | 52 | +47,833 | 14.64% | Q4 2025 | Feb 09, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 372,646 | 12,912 | 7.65% | 7.43% | 53 | +18,705 | 5.28% | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 371,033 | 12,856 | 0.16% | 0.1% | 54 | +152,342 | 69.66% | Q4 2025 | Feb 05, 2026 |
| Souders Financial Advisors | History | Added to | 351,463 | 12,178 | 1.39% | 1.37% | 55 | +13,335 | 3.94% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 345,769 | 11,980 | 0.14% | 0.09% | 56 | +53,632 | 18.36% | Q4 2025 | Feb 13, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 336,017 | 11,642 | 8.31% | 10.18% | 57 | -60,523 | -15.26% | Q4 2025 | Feb 03, 2026 |
| BNB Wealth Management, LLC | History | New | 335,837 | 11,636 | 7.5% | — | 58 | +335,837 | New | Q4 2025 | Feb 17, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 325,680 | 11,284 | 2.09% | 2.21% | 59 | -2,726 | -0.83% | Q4 2025 | Jan 14, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 317,991 | 11,018 | 2.25% | 2.27% | 60 | +16,730 | 5.55% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 299,822 | 10,388 | 0.06% | 0.06% | 61 | +6,218 | 2.12% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 296,491 | 10,273 | 0.16% | 0.15% | 62 | +30,833 | 11.61% | Q4 2025 | Feb 12, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 288,179 | 9,985 | 0.75% | 0.63% | 63 | +1,372 | 0.48% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 283,688 | 9,830 | 0.01% | 0.01% | 64 | +33,859 | 13.55% | Q4 2025 | Feb 10, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 281,527 | 9,754 | 3.22% | 3.3% | 65 | -3,252 | -1.14% | Q4 2025 | Feb 19, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 270,536 | 9,374 | 0.52% | 0.46% | 66 | +32,956 | 13.87% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 270,298 | 9,365 | 0.05% | 0.05% | 67 | +22,633 | 9.14% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 265,540 | 9,200 | 0.19% | 0.17% | 68 | +44,366 | 20.06% | Q4 2025 | Feb 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 264,286 | 9,157 | 0.12% | 0.15% | 69 | +29,899 | 12.76% | Q4 2025 | Feb 06, 2026 |
| Michael Brady & Co., LLC | History | New | 260,825 | 9,037 | 9.02% | — | 70 | +260,825 | New | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 253,920 | 8,798 | 0.06% | 0.05% | 71 | +54,385 | 27.26% | Q4 2025 | Feb 17, 2026 |
| NavPoint Financial, Inc. | History | Added to | 252,169 | 8,737 | 3.73% | 4.34% | 72 | +10,132 | 4.19% | Q4 2025 | Jan 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 251,277 | 8,706 | 0.22% | 0.21% | 73 | +9,104 | 3.76% | Q4 2025 | Feb 09, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 247,414 | 8,572 | 3.37% | 3.41% | 74 | -19,543 | -7.32% | Q4 2025 | Feb 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 240,257 | 8,324 | 0.17% | 0.17% | 75 | +8,064 | 3.47% | Q4 2025 | Feb 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 237,326 | 8,223 | 0.29% | 0.27% | 76 | +3,646 | 1.56% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 237,017 | 8,213 | 0.25% | 0.21% | 77 | +25,101 | 11.84% | Q4 2025 | Feb 11, 2026 |
| Carson Advisory Inc. | History | Added to | 236,754 | 8,203 | 4.26% | 4.22% | 78 | +7,634 | 3.33% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 234,237 | 8,116 | 0.21% | 0.22% | 79 | -1,049 | -0.45% | Q4 2025 | Jan 23, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 219,467 | 7,975 | 0.98% | 1.08% | 80 | +7,924 | 3.75% | Q4 2025 | Feb 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 229,519 | 7,953 | 0.1% | 0.1% | 81 | +10,816 | 4.95% | Q4 2025 | Feb 10, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 226,789 | 7,858 | 4.94% | 4.75% | 82 | +9,315 | 4.28% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 222,566 | 7,712 | 0.02% | 0.04% | 83 | -183,384 | -45.17% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 214,103 | 7,418 | 0.05% | 0.05% | 84 | +14,380 | 7.2% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 210,651 | 7,334 | 0.28% | 0.4% | 85 | +20,487 | 10.77% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 204,252 | 7,077 | 0.15% | 0.15% | 86 | +5,272 | 2.65% | Q4 2025 | Feb 02, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 196,011 | 6,791 | 0.84% | 0.93% | 87 | -16,684 | -7.84% | Q4 2025 | Jan 14, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 192,757 | 6,679 | 0.57% | 0.48% | 88 | +32,522 | 20.3% | Q4 2025 | Jan 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 189,418 | 6,658 | 1.05% | 1.07% | 89 | +2,695 | 1.44% | Q4 2025 | Jan 08, 2026 |
| Balentine LLC | History | Reduced | 184,812 | 6,403 | 0.24% | 0.23% | 90 | -719 | -0.39% | Q4 2025 | Feb 02, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 184,061 | 6,377 | 0.26% | 0.3% | 91 | +8,468 | 4.82% | Q4 2025 | Jan 28, 2026 |
| Paragon Advisors, LLC | History | Added to | 176,224 | 6,106 | 1.66% | 1.24% | 92 | +35,309 | 25.06% | Q4 2025 | Jan 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 168,956 | 5,854 | 0.44% | 0.43% | 93 | +4,171 | 2.53% | Q4 2025 | Jan 23, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 168,739 | 5,846 | 0.38% | 0.39% | 94 | -884 | -0.52% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 167,238 | 5,794 | 0.07% | 0.05% | 95 | +74,935 | 81.18% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 166,190 | 5,758 | 0.01% | 0.01% | 96 | +62,320 | 60.0% | Q4 2025 | Mar 16, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 163,709 | 5,672 | 0.78% | 0.78% | 97 | +1,917 | 1.18% | Q4 2025 | Jan 23, 2026 |
| Burford Brothers, Inc. | History | Added to | 163,303 | 5,658 | 2.34% | 2.32% | 98 | +4,549 | 2.87% | Q4 2025 | Feb 05, 2026 |
| Boyer Financial Services, Inc. | History | New | 159,178 | 5,595 | 5.93% | — | 99 | +159,178 | New | Q4 2025 | Jan 30, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 158,054 | 5,476 | 1.26% | 1.27% | 100 | +3,027 | 1.95% | Q4 2025 | Jan 28, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 155,042 | 5,372 | 0.42% | 0.35% | 101 | +31,556 | 25.55% | Q4 2025 | Feb 17, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 154,015 | 5,336 | 1.17% | 1.17% | 102 | -2,161 | -1.38% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 153,243 | 5,309 | 0.31% | 1.19% | 103 | -642,116 | -80.73% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | Reduced | 149,828 | 5,191 | 0.12% | 0.18% | 104 | -7,074 | -4.51% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 149,307 | 5,173 | 0.01% | 0.01% | 105 | +17,289 | 13.1% | Q4 2025 | Feb 02, 2026 |
| Entruity Wealth, LLC | History | Added to | 146,199 | 5,065 | 3.61% | 3.85% | 106 | +850 | 0.58% | Q4 2025 | Feb 03, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 140,883 | 4,881 | 2.48% | 2.42% | 107 | +5,918 | 4.38% | Q4 2025 | Jan 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 137,291 | 4,757 | 0.05% | 0.04% | 108 | +28,249 | 25.91% | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 131,499 | 4,556 | 0.08% | 0.09% | 109 | +2,729 | 2.12% | Q4 2025 | Feb 19, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 200,838 | 4,524 | 0.08% | 0.08% | 110 | +16,793 | 9.12% | Q4 2025 | Jan 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 130,217 | 4,512 | 0.02% | 0.01% | 111 | +20,526 | 18.71% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 128,418 | 4,449 | 0.26% | 0.23% | 112 | +28,538 | 28.57% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 118,619 | 4,110 | 0.02% | 0.02% | 113 | -2,741 | -2.26% | Q4 2025 | Jan 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 115,921 | 4,016 | 2.1% | 2.12% | 114 | -5,999 | -4.92% | Q4 2025 | Jan 23, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 115,845 | 4,014 | 0.73% | 0.74% | 115 | +1,157 | 1.01% | Q4 2025 | Jan 14, 2026 |
| Summit Financial, LLC | History | Added to | 113,065 | 3,917 | 0.06% | 0.05% | 116 | +8,964 | 8.61% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Added to | 109,526 | 3,795 | 0.18% | 0.14% | 117 | +10,639 | 10.76% | Q4 2025 | Jan 27, 2026 |
| Bill Few Associates, Inc. | History | Added to | 109,421 | 3,791 | 0.93% | 0.93% | 118 | +3,503 | 3.31% | Q4 2025 | Jan 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 110,697 | 3,773 | 0.09% | 0.06% | 119 | +16,104 | 17.02% | Q4 2025 | Feb 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 108,244 | 3,750 | 0.54% | 0.54% | 120 | +9,438 | 9.55% | Q4 2025 | Feb 09, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 107,845 | 3,736 | 2.48% | 2.55% | 121 | -2,246 | -2.04% | Q4 2025 | Jan 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 105,987 | 3,672 | 0.4% | 0.4% | 122 | +1,873 | 1.8% | Q4 2025 | Jan 23, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 105,927 | 3,670 | 0.41% | 0.21% | 123 | +54,111 | 104.43% | Q4 2025 | Feb 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 101,658 | 3,668 | 0.31% | 0.32% | 124 | -2,617 | -2.51% | Q4 2025 | Jan 20, 2026 |
| CLG LLC | History | Reduced | 104,825 | 3,632 | 0.9% | 1.45% | 125 | -51,142 | -32.79% | Q4 2025 | Jan 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 103,881 | 3,599 | 0.17% | 0.02% | 126 | +96,315 | 1273.0% | Q4 2025 | Jan 28, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 103,037 | 3,570 | 2.11% | 2.08% | 127 | +10,341 | 11.16% | Q4 2025 | Feb 02, 2026 |
| CVFG LLC | History | Added to | 98,014 | 3,396 | 2.33% | 2.4% | 128 | +671 | 0.69% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 95,436 | 3,306 | 0.12% | 0.18% | 129 | +13,670 | 16.72% | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 95,375 | 3,304 | 0.0% | 0.0% | 130 | +75,404 | 377.57% | Q4 2025 | Mar 25, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 93,189 | 3,228 | 1.0% | 0.84% | 131 | +12,731 | 15.82% | Q4 2025 | Jan 20, 2026 |
| LongView Wealth Management | History | Added to | 89,029 | 3,224 | 0.78% | 0.78% | 132 | +5,220 | 6.23% | Q4 2025 | Jan 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 91,847 | 3,182 | 0.04% | 0.03% | 133 | +20,723 | 29.14% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 90,190 | 3,125 | 0.08% | 0.06% | 134 | +22,422 | 33.09% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 90,021 | 3,119 | 0.03% | 0.03% | 135 | -10,550 | -10.49% | Q4 2025 | Jan 26, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 88,674 | 3,072 | 1.46% | 1.41% | 136 | +4,965 | 5.93% | Q4 2025 | Jan 28, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 88,207 | 3,056 | 1.19% | 1.03% | 137 | +10,841 | 14.01% | Q4 2025 | Jan 21, 2026 |
| Aprio Wealth Management, LLC | History | New | 85,697 | 2,969 | 0.17% | — | 138 | +85,697 | New | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 83,054 | 2,877 | 0.04% | 0.02% | 139 | +45,941 | 123.79% | Q4 2025 | Jan 29, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 82,780 | 2,868 | 0.82% | 0.83% | 140 | +3,735 | 4.73% | Q4 2025 | Feb 11, 2026 |
| VestGen Advisors, LLC | History | Reduced | 80,903 | 2,803 | 0.12% | 0.26% | 141 | -151,196 | -65.14% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 79,321 | 2,748 | 0.01% | 0.02% | 142 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 78,193 | 2,709 | 0.19% | 0.2% | 143 | +34 | 0.04% | Q4 2025 | Feb 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 76,962 | 2,666 | 0.59% | 0.58% | 144 | +6,441 | 9.13% | Q4 2025 | Jan 09, 2026 |
| Merited Wealth, LLC | History | New | 75,103 | 2,602 | 2.41% | — | 145 | +75,103 | New | Q4 2025 | Mar 26, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 74,764 | 2,590 | 2.25% | 2.52% | 146 | -15,021 | -16.73% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 73,359 | 2,541 | 0.05% | 0.03% | 147 | +39,046 | 113.79% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 72,647 | 2,517 | 0.0% | 0.0% | 148 | +34,466 | 90.27% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 71,073 | 2,508 | 0.08% | 0.04% | 149 | +36,115 | 103.31% | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 69,301 | 2,401 | 0.95% | 1.0% | 150 | +90 | 0.13% | Q4 2025 | Feb 11, 2026 |
| Financial Perspectives, Inc | History | Added to | 68,567 | 2,375 | 0.64% | 0.56% | 151 | +9,099 | 15.3% | Q4 2025 | Jan 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 67,827 | 2,350 | 0.02% | 0.02% | 152 | +9,184 | 15.66% | Q4 2025 | Jan 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 67,281 | 2,331 | 0.01% | 0.0% | 153 | +58,025 | 626.89% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 65,390 | 2,265 | 0.13% | 0.12% | 154 | +9,710 | 17.44% | Q4 2025 | Feb 10, 2026 |
| Rather & Kittrell, Inc. | History | No change | 61,527 | 2,131 | 0.34% | 0.37% | 155 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 61,485 | 2,130 | 0.23% | 0.2% | 156 | +20,454 | 49.85% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 61,039 | 2,115 | 0.49% | 0.43% | 157 | +6,484 | 11.89% | Q4 2025 | Feb 17, 2026 |
| Northwest Financial Advisors | History | Added to | 60,384 | 2,092 | 4.3% | 2.63% | 158 | +354 | 0.59% | Q4 2025 | Jan 26, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 60,361 | 2,091 | 0.32% | 0.3% | 159 | +19,330 | 47.11% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 59,444 | 2,059 | 0.09% | 0.07% | 160 | +15,259 | 34.53% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 59,125 | 2,048 | 0.07% | 0.08% | 161 | +75 | 0.13% | Q4 2025 | Feb 04, 2026 |
| NOVEM GROUP | History | Reduced | 57,417 | 1,989 | 0.23% | 0.79% | 162 | -139,769 | -70.88% | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 56,505 | 1,957 | 0.04% | 0.01% | 163 | +49,519 | 708.83% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 52,453 | 1,817 | 0.01% | — | 164 | +52,453 | New | Q4 2025 | Feb 18, 2026 |
| World Investment Advisors | History | Added to | 52,215 | 1,809 | 0.03% | 0.02% | 165 | +24,332 | 87.26% | Q4 2025 | Mar 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 52,098 | 1,805 | 0.03% | 0.03% | 166 | +1,245 | 2.45% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 51,190 | 1,773 | 0.0% | 0.0% | 167 | +7,267 | 16.54% | Q4 2025 | Feb 17, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 49,396 | 1,760 | 0.4% | 0.42% | 168 | +1,340 | 2.79% | Q4 2025 | Feb 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 50,480 | 1,749 | 0.19% | 0.14% | 169 | +20,588 | 68.87% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 49,733 | 1,723 | 0.03% | 0.03% | 170 | +3,375 | 7.28% | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | Reduced | 49,584 | 1,718 | 0.0% | 0.0% | 171 | -1,056 | -2.09% | Q4 2025 | Feb 12, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 46,228 | 1,685 | 0.5% | 0.49% | 172 | +2,714 | 6.24% | Q4 2025 | Feb 13, 2026 |
| Saxony Capital Management, LLC | History | Added to | 48,218 | 1,670 | 1.02% | 0.65% | 173 | +19,490 | 67.84% | Q4 2025 | Jan 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 47,974 | 1,662 | 0.06% | 0.06% | 174 | +906 | 1.92% | Q4 2025 | Feb 06, 2026 |
| Daybright Advisory Services, Inc. | History | New | 45,498 | 1,576 | 0.42% | — | 175 | +45,498 | New | Q4 2025 | Feb 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 45,353 | 1,571 | 0.38% | 0.41% | 176 | +15 | 0.03% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 45,312 | 1,570 | 0.02% | 0.01% | 177 | +20,918 | 85.75% | Q4 2025 | Feb 02, 2026 |
| Advance Capital Management, Inc. | History | Added to | 44,092 | 1,527 | 0.06% | 0.06% | 178 | +2,512 | 6.04% | Q4 2025 | Jan 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 43,190 | 1,496 | 0.22% | — | 179 | +43,190 | New | Q4 2025 | Feb 10, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 43,003 | 1,490 | 0.69% | 0.69% | 180 | +447 | 1.05% | Q4 2025 | Jan 16, 2026 |
| Colonial River Investments, LLC | History | Added to | 41,497 | 1,437 | 0.51% | 0.5% | 181 | +1,968 | 4.98% | Q4 2025 | Feb 04, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Reduced | 41,137 | 1,425 | 0.48% | 0.5% | 182 | -2,045 | -4.74% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 40,400 | 1,399 | 0.0% | — | 183 | +40,400 | New | Q4 2025 | Feb 12, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 39,671 | 1,374 | 0.62% | 0.57% | 184 | +4,274 | 12.07% | Q4 2025 | Jan 26, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 39,193 | 1,358 | 1.01% | 1.02% | 185 | +546 | 1.41% | Q4 2025 | Feb 11, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 39,137 | 1,356 | 0.31% | 0.31% | 186 | -683 | -1.72% | Q4 2025 | Jan 16, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 37,313 | 1,347 | 0.48% | 0.37% | 187 | +7,688 | 25.95% | Q4 2025 | Feb 11, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 38,558 | 1,336 | 1.16% | — | 188 | +38,558 | New | Q4 2025 | Feb 04, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 37,909 | 1,313 | 0.11% | — | 189 | +37,909 | New | Q4 2025 | Feb 12, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 37,866 | 1,312 | 0.27% | 0.27% | 190 | -226 | -0.59% | Q4 2025 | Jan 15, 2026 |
| Latitude Advisors, LLC | History | Added to | 37,800 | 1,309 | 0.58% | 0.5% | 191 | +5,587 | 17.34% | Q4 2025 | Jan 27, 2026 |
| Atria Investments, Inc | History | New | 37,674 | 1,305 | 0.01% | — | 192 | +37,674 | New | Q4 2025 | Feb 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 37,144 | 1,287 | 0.07% | 0.06% | 193 | +9,847 | 36.07% | Q4 2025 | Feb 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 36,901 | 1,278 | 0.06% | 0.07% | 194 | +2,995 | 8.83% | Q4 2025 | Jan 07, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | New | 35,260 | 1,221 | 0.74% | — | 195 | +35,260 | New | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Added to | 33,774 | 1,170 | 0.04% | 0.04% | 196 | +44 | 0.13% | Q4 2025 | Jan 27, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 33,333 | 1,154 | 0.09% | 0.09% | 197 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 33,012 | 1,143 | 0.25% | 0.11% | 198 | +19,116 | 137.56% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Added to | 32,311 | 1,119 | 0.0% | 0.0% | 199 | +2,922 | 9.94% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 31,629 | 1,095 | 0.02% | 0.01% | 200 | +20,730 | 190.2% | Q4 2025 | Feb 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 31,400 | 1,088 | 0.08% | 0.08% | 201 | +582 | 1.89% | Q4 2025 | Jan 09, 2026 |
| Cerity Partners LLC | History | Added to | 30,340 | 1,051 | 0.0% | 0.0% | 202 | +181 | 0.6% | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | Added to | 30,138 | 1,044 | 0.18% | 0.1% | 203 | +15,619 | 107.58% | Q4 2025 | Jan 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 29,929 | 1,037 | 0.02% | 0.01% | 204 | +17,777 | 146.29% | Q4 2025 | Feb 03, 2026 |
| Financial Planning Navigators CORP | History | New | 29,666 | 1,027 | 0.47% | — | 205 | +29,666 | New | Q4 2025 | Jan 16, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 29,217 | 1,012 | 0.51% | 0.45% | 206 | +5,183 | 21.57% | Q4 2025 | Jan 21, 2026 |
| Lincoln Capital LLC | History | Added to | 28,697 | 994 | 0.18% | 0.15% | 207 | +5,548 | 23.97% | Q4 2025 | Jan 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 27,910 | 967 | 0.04% | 0.05% | 208 | +913 | 3.38% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,474 | 951 | 0.01% | 0.01% | 209 | +1,716 | 6.66% | Q4 2025 | Feb 17, 2026 |
| Convergence Financial, LLC | History | Reduced | 27,399 | 949 | 0.14% | 0.14% | 210 | -493 | -1.77% | Q4 2025 | Feb 11, 2026 |
| MSH Capital Advisors LLC | History | Added to | 27,039 | 936 | 0.2% | 0.2% | 211 | +5,041 | 22.92% | Q4 2025 | Feb 09, 2026 |
| Capital Planning LLC | History | Added to | 26,614 | 935 | 0.26% | 0.15% | 212 | +11,982 | 81.89% | Q4 2025 | Jan 23, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 26,292 | 911 | 0.24% | 0.24% | 213 | +544 | 2.11% | Q4 2025 | Jan 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 26,244 | 909 | 0.05% | 0.05% | 214 | +844 | 3.32% | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | Reduced | 26,019 | 901 | 0.01% | 0.01% | 215 | -19 | -0.07% | Q4 2025 | Jan 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 25,695 | 890 | 0.03% | 0.04% | 216 | -15,526 | -37.67% | Q4 2025 | Jan 09, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 25,660 | 889 | 0.12% | — | 217 | +25,660 | New | Q4 2025 | Feb 04, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 25,218 | 873 | 0.36% | 0.37% | 218 | +1,226 | 5.11% | Q4 2025 | Jan 15, 2026 |
| Security Financial Services, INC. | History | Added to | 24,214 | 839 | 0.13% | 0.11% | 219 | +4,883 | 25.26% | Q4 2025 | Jan 27, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 24,184 | 837 | 0.57% | 0.56% | 220 | +543 | 2.3% | Q4 2025 | Jan 12, 2026 |
| Vantus Wealth LLC | History | New | 23,798 | 824 | 0.61% | — | 221 | +23,798 | New | Q4 2025 | Feb 10, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 23,747 | 822 | 0.46% | 0.5% | 223 | -1,448 | -5.75% | Q4 2025 | Feb 05, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 23,734 | 822 | 0.49% | 0.5% | 222 | -276 | -1.15% | Q4 2025 | Jan 12, 2026 |
| American Financial Advisors, LLC | History | Reduced | 23,638 | 819 | 0.11% | 0.1% | 224 | -130 | -0.55% | Q4 2025 | Feb 03, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 23,603 | 817 | 0.23% | 0.23% | 225 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 23,572 | 816 | 0.09% | 0.09% | 226 | +1,824 | 8.39% | Q4 2025 | Jan 09, 2026 |
| Olistico Wealth, LLC | History | Added to | 22,689 | 786 | 0.38% | 0.41% | 227 | +51 | 0.23% | Q4 2025 | Jan 13, 2026 |
| Evergreen Wealth Partners LLC | History | New | 22,584 | 782 | 0.66% | — | 228 | +22,584 | New | Q4 2025 | Feb 05, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 21,932 | 759 | 0.51% | 0.47% | 229 | +1,354 | 6.58% | Q4 2025 | Feb 04, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 21,834 | 756 | 0.03% | 0.03% | 230 | -1,092 | -4.76% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 21,688 | 751 | 0.04% | — | 231 | +21,688 | New | Q4 2025 | Feb 05, 2026 |
| Advyzon Investment Management, LLC | History | New | 20,928 | 725 | 0.08% | — | 232 | +20,928 | New | Q4 2025 | Feb 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 20,782 | 720 | 0.44% | 0.45% | 233 | +132 | 0.64% | Q4 2025 | Jan 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 20,459 | 708 | 0.0% | 0.0% | 234 | -2,034 | -9.04% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 20,034 | 694 | 0.05% | 0.05% | 235 | -659 | -3.18% | Q4 2025 | Feb 12, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 19,883 | 688 | 0.2% | 0.21% | 236 | +295 | 1.51% | Q4 2025 | Jan 20, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 19,813 | 686 | 0.36% | 0.19% | 237 | +9,195 | 86.6% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | New | 19,745 | 684 | 0.01% | — | 238 | +19,745 | New | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | Added to | 19,735 | 683 | 0.28% | 0.26% | 239 | +392 | 2.03% | Q4 2025 | Jan 15, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 19,019 | 659 | 0.06% | 0.07% | 240 | -1,692 | -8.17% | Q4 2025 | Jan 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 18,866 | 653 | 0.02% | — | 241 | +18,866 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 18,804 | 651 | 0.0% | 0.0% | 242 | -960 | -4.86% | Q4 2025 | Feb 18, 2026 |
| Howard Capital Management Group, LLC | History | No change | 18,566 | 643 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CHOREO, LLC | History | Reduced | 18,276 | 636 | 0.01% | 0.01% | 244 | -327 | -1.76% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 17,945 | 621 | 0.03% | 0.03% | 245 | +812 | 4.74% | Q4 2025 | Jan 20, 2026 |
| Tudor Financial Inc. | History | Added to | 17,890 | 619 | 0.32% | 0.24% | 246 | +4,681 | 35.44% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 17,820 | 617 | 0.0% | 0.0% | 247 | +3,431 | 23.84% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 17,632 | 610 | 0.01% | 0.01% | 248 | +671 | 3.96% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 17,433 | 604 | 0.04% | 0.04% | 249 | +2,919 | 20.11% | Q4 2025 | Feb 03, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 17,408 | 603 | 0.04% | 0.04% | 250 | +66 | 0.38% | Q4 2025 | Jan 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 17,060 | 591 | 0.08% | 0.09% | 251 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 16,556 | 573 | 0.11% | 0.12% | 252 | -551 | -3.22% | Q4 2025 | Feb 05, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 16,516 | 572 | 0.02% | — | 254 | +16,516 | New | Q4 2025 | Jan 30, 2026 |
| Sigma Planning Corp | History | Added to | 16,269 | 572 | 0.02% | 0.01% | 253 | +1,980 | 13.86% | Q4 2025 | Jan 30, 2026 |
| Visionary Wealth Advisors | History | Added to | 16,247 | 562 | 0.03% | 0.02% | 255 | +3,701 | 29.5% | Q4 2025 | Feb 13, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 15,110 | 523 | 0.1% | 0.08% | 256 | +2,878 | 23.53% | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,071 | 522 | 0.01% | 0.01% | 257 | +4,202 | 38.66% | Q4 2025 | Jan 16, 2026 |
| Diversify Advisory Services, LLC | History | New | 14,198 | 514 | 0.02% | — | 258 | +14,198 | New | Q4 2025 | Jan 23, 2026 |
| Balboa Wealth Partners | History | Added to | 14,709 | 509 | 0.08% | 0.07% | 259 | +2,185 | 17.45% | Q4 2025 | Jan 16, 2026 |
| Summit Global Investments | History | Added to | 14,668 | 508 | 0.03% | 0.03% | 260 | +1,134 | 8.38% | Q4 2025 | Feb 18, 2026 |
| GWN SECURITIES INC. | History | Added to | 14,417 | 499 | 0.1% | 0.08% | 261 | +4,690 | 48.22% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | New | 13,477 | 466 | 0.02% | — | 262 | +13,477 | New | Q4 2025 | Feb 13, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 13,463 | 466 | 0.16% | — | 263 | +13,463 | New | Q4 2025 | Mar 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 13,200 | 457 | 0.03% | 0.03% | 264 | +893 | 7.26% | Q4 2025 | Feb 04, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 12,857 | 445 | 0.03% | 0.03% | 265 | -358 | -2.71% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | New | 12,829 | 444 | 0.0% | — | 266 | +12,829 | New | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | New | 12,810 | 444 | 0.03% | — | 267 | +12,810 | New | Q4 2025 | Feb 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 12,364 | 428 | 0.01% | 0.01% | 268 | +9 | 0.07% | Q4 2025 | Feb 17, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 12,251 | 424 | 0.12% | 0.11% | 269 | +138 | 1.14% | Q4 2025 | Jan 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 12,098 | 419 | 0.01% | 0.01% | 270 | -16,650 | -57.92% | Q4 2025 | Feb 09, 2026 |
| Synergy Investment Management, LLC | History | Added to | 12,025 | 416 | 0.15% | 0.15% | 271 | +290 | 2.47% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,589 | 401 | 0.01% | 0.01% | 272 | +3,522 | 43.66% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Reduced | 11,587 | 401 | 0.05% | 0.05% | 273 | -115 | -0.98% | Q4 2025 | Jan 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 11,410 | 395 | 0.01% | — | 274 | +11,410 | New | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,356 | 393 | 0.03% | 0.03% | 275 | +1,727 | 17.94% | Q4 2025 | Jan 26, 2026 |
| Troutman Wealth Management, LLC | History | New | 11,089 | 384 | 0.32% | — | 276 | +11,089 | New | Q4 2025 | Feb 18, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 10,954 | 380 | 0.01% | 0.01% | 277 | +1,062 | 10.74% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,757 | 373 | 0.01% | 0.01% | 278 | +2,610 | 32.04% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,715 | 371 | 0.05% | — | 279 | +10,715 | New | Q4 2025 | Feb 17, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 10,464 | 362 | 0.03% | 0.04% | 280 | +124 | 1.2% | Q4 2025 | Jan 23, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 10,347 | 358 | 0.0% | 0.0% | 281 | -16,344 | -61.23% | Q4 2025 | Feb 17, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 10,286 | 356 | 0.19% | 0.19% | 282 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 10,227 | 354 | 0.01% | 0.01% | 283 | -1,845 | -15.28% | Q4 2025 | Jan 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 10,081 | 349 | 0.02% | 0.02% | 284 | +4,054 | 67.26% | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 10,027 | 347 | 0.03% | 0.02% | 285 | +4,082 | 68.66% | Q4 2025 | Feb 13, 2026 |
| Lantz Financial LLC | History | Added to | 10,021 | 347 | 0.07% | 0.07% | 286 | +617 | 6.56% | Q4 2025 | Jan 14, 2026 |
| Vigil Wealth Management, LLC | History | New | 9,992 | 346 | 0.29% | — | 287 | +9,992 | New | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,968 | 345 | 0.0% | 0.0% | 288 | +3,275 | 48.93% | Q4 2025 | Feb 17, 2026 |
| Aspen Capital Management, LLC | History | No change | 9,974 | 345 | 0.09% | 0.09% | 289 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 9,840 | 340 | 0.0% | 0.0% | 290 | +666 | 7.26% | Q4 2025 | Jan 30, 2026 |
| BESSEMER GROUP INC | History | No change | 9,750 | 338 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 9,744 | 337 | 0.04% | 0.04% | 292 | +29 | 0.3% | Q4 2025 | Jan 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 9,702 | 336 | 0.05% | 0.06% | 293 | -2,887 | -22.93% | Q4 2025 | Feb 02, 2026 |
| MFA Wealth Services | History | Added to | 9,376 | 324 | 0.22% | 0.2% | 294 | +959 | 11.39% | Q4 2025 | Jan 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 9,308 | 322 | 0.04% | 0.03% | 295 | +2,329 | 33.37% | Q4 2025 | Jan 26, 2026 |
| High Falls Advisors, Inc | History | Added to | 9,251 | 320 | 0.06% | 0.06% | 296 | +606 | 7.01% | Q4 2025 | Feb 18, 2026 |
| Kovack Advisors, Inc. | History | Added to | 9,163 | 317 | 0.01% | 0.03% | 297 | +860 | 10.36% | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 8,977 | 311 | 0.1% | 0.1% | 298 | +10 | 0.11% | Q4 2025 | Jan 28, 2026 |
| Advisor Resource Council | History | New | 8,535 | 307 | 0.11% | — | 299 | +8,535 | New | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 8,818 | 305 | 0.0% | 0.0% | 300 | +518 | 6.24% | Q4 2025 | Feb 03, 2026 |
| Ascent Group, LLC | History | Added to | 8,787 | 304 | 0.01% | 0.01% | 301 | +144 | 1.67% | Q4 2025 | Jan 20, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 8,660 | 300 | 0.06% | 0.07% | 302 | -1,600 | -15.59% | Q4 2025 | Feb 12, 2026 |
| Meeder Advisory Services, Inc. | History | New | 8,487 | 294 | 0.01% | — | 303 | +8,487 | New | Q4 2025 | Feb 11, 2026 |
| Nvest Financial, LLC | History | Added to | 8,419 | 291 | 0.12% | 0.12% | 304 | +2,519 | 42.69% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 8,309 | 287 | 0.0% | 0.0% | 305 | +132 | 1.61% | Q4 2025 | Jan 21, 2026 |
| VICUS CAPITAL | History | Added to | 8,262 | 286 | 0.02% | 0.02% | 306 | +1,890 | 29.66% | Q4 2025 | Jan 22, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 8,219 | 284 | 0.02% | 0.02% | 307 | -48 | -0.58% | Q4 2025 | Jan 30, 2026 |
| Aspire Growth Partners LLC | History | Added to | 8,180 | 283 | 0.2% | 0.2% | 308 | +92 | 1.14% | Q4 2025 | Feb 05, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 8,078 | 279 | 0.09% | 0.1% | 309 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 8,048 | 278 | 0.0% | 0.0% | 310 | +6,348 | 373.41% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 8,038 | 278 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 7,980 | 276 | 0.02% | 0.02% | 312 | -224 | -2.73% | Q4 2025 | Jan 23, 2026 |
| Callan Family Office, LLC | History | New | 7,824 | 271 | 0.01% | — | 314 | +7,824 | New | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 7,849 | 271 | 0.0% | 0.0% | 313 | +325 | 4.32% | Q4 2025 | Feb 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 7,786 | 269 | 0.0% | — | 315 | +7,786 | New | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 7,753 | 268 | 0.03% | 0.03% | 316 | +87 | 1.13% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | New | 7,734 | 267 | 0.01% | — | 317 | +7,734 | New | Q4 2025 | Jan 20, 2026 |
| Tenzing Financial LLC | History | New | 7,729 | 267 | 0.22% | — | 318 | +7,729 | New | Q4 2025 | Feb 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 7,429 | 257 | 0.01% | 0.01% | 319 | +136 | 1.86% | Q4 2025 | Jan 27, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 7,063 | 255 | 0.01% | 0.01% | 320 | -178 | -2.46% | Q4 2025 | Feb 09, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 7,320 | 253 | 0.09% | 0.09% | 321 | +149 | 2.08% | Q4 2025 | Jan 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,297 | 252 | 0.01% | 0.01% | 322 | -26 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Oak Grove Capital LLC | History | New | 7,107 | 246 | 0.03% | — | 324 | +7,107 | New | Q4 2025 | Feb 26, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 7,116 | 246 | 0.0% | 0.0% | 323 | +2,961 | 71.26% | Q4 2025 | Feb 12, 2026 |
| FOCUSED ALPHA, LLC | History | New | 6,961 | 241 | 0.07% | — | 325 | +6,961 | New | Q4 2025 | Feb 13, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 6,874 | 238 | 0.06% | 0.04% | 326 | +431 | 6.69% | Q4 2025 | Feb 17, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 6,849 | 237 | 0.1% | — | 327 | +6,849 | New | Q4 2025 | Mar 10, 2026 |
| CORA CAPITAL ADVISORS LLC | History | New | 6,778 | 234 | 0.09% | — | 328 | +6,778 | New | Q4 2025 | Jan 28, 2026 |
| Compton Financial Group, LLC | History | New | 6,706 | 232 | 0.05% | — | 331 | +6,706 | New | Q4 2025 | Feb 05, 2026 |
| VestGen Investment Management | History | Reduced | 6,699 | 232 | 0.13% | 0.14% | 330 | -311 | -4.44% | Q4 2025 | Feb 18, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 6,705 | 232 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cravens & Co Advisors, LLC | History | Reduced | 6,194 | 223 | 0.15% | 0.15% | 332 | -66 | -1.05% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | No change | 6,375 | 220 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 6,281 | 217 | 0.23% | 0.23% | 334 | -275 | -4.19% | Q4 2025 | Feb 09, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 6,229 | 215 | 0.11% | 0.11% | 335 | +71 | 1.15% | Q4 2025 | Jan 21, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 6,134 | 212 | 0.0% | 0.0% | 336 | -295 | -4.59% | Q4 2025 | Feb 09, 2026 |
| Summit Trail Advisors, LLC | History | No change | 6,075 | 210 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 6,010 | 208 | 0.0% | 0.0% | 338 | +543 | 9.93% | Q4 2025 | Feb 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 5,903 | 204 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 5,843 | 202 | 0.0% | — | 340 | +5,843 | New | Q4 2025 | Jan 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 5,841 | 202 | 0.16% | — | 341 | +5,841 | New | Q4 2025 | Mar 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 5,803 | 201 | 0.01% | — | 342 | +5,803 | New | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | New | 5,751 | 199 | 0.01% | — | 343 | +5,751 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5,750 | 199 | 0.06% | 0.06% | 344 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Root Financial Partners, LLC | History | No change | 5,540 | 191 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 3,647 | 126 | 0.07% | 0.06% | 346 | +350 | 10.62% | Q4 2025 | Feb 18, 2026 |
| Allworth Financial LP | History | New | 2,702 | 93 | 0.0% | — | 347 | +2,702 | New | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,396 | 83 | 0.0% | — | 348 | +2,396 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,986 | 68 | 0.0% | 0.0% | 349 | +6 | 0.3% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,989 | 68 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Richardson Capital Management LLC | History | Added to | 1,895 | 65 | 0.03% | 0.02% | 351 | +470 | 32.98% | Q4 2025 | Jan 30, 2026 |
| TD Capital Management LLC | History | New | 1,387 | 48 | 0.0% | — | 352 | +1,387 | New | Q4 2025 | Feb 26, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,401 | 48 | 0.02% | 0.01% | 353 | +451 | 47.47% | Q4 2025 | Feb 18, 2026 |
| Arax Advisory Partners | History | Added to | 1,362 | 47 | 0.0% | 0.0% | 354 | +194 | 16.61% | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,268 | 43 | 0.01% | 0.04% | 355 | +707 | 126.02% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,219 | 42 | 0.0% | 0.0% | 356 | +319 | 35.44% | Q4 2025 | Jan 13, 2026 |
| Miller Capital Partners, Inc. | History | New | 1,184 | 41 | 0.02% | — | 358 | +1,184 | New | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 1,198 | 41 | 0.0% | 0.0% | 357 | +14 | 1.18% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,158 | 40 | 0.0% | — | 359 | +1,158 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 946 | 32 | 0.0% | — | 360 | +946 | New | Q4 2025 | Feb 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 894 | 30 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| GAMMA Investing LLC | History | No change | 827 | 28 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 756 | 26 | 0.0% | 0.0% | 363 | +9 | 1.2% | Q4 2025 | Feb 20, 2026 |
| Pflug Koory, LLC | History | New | 729 | 25 | 0.01% | — | 365 | +729 | New | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 740 | 25 | 0.0% | 0.0% | 364 | -6 | -0.8% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 696 | 24 | 0.0% | 0.01% | 366 | -10,649 | -93.87% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | No change | 680 | 24 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BAYBAN | History | New | 670 | 23 | 0.02% | — | 368 | +670 | New | Q4 2025 | Mar 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 621 | 21 | 0.0% | 0.0% | 370 | +43 | 7.44% | Q4 2025 | Jan 20, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 630 | 21 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 605 | 20 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 590 | 20 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 523 | 18 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BOKF, NA | History | No change | 510 | 17 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Signature Equity Partners, LLC | History | New | 457 | 15 | 0.01% | — | 376 | +457 | New | Q4 2025 | Feb 17, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 442 | 15 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | New | 353 | 12 | 0.0% | — | 377 | +353 | New | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | New | 350 | 12 | 0.0% | — | 378 | +350 | New | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 338 | 11 | 0.0% | 0.0% | 379 | -479 | -58.63% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Added to | 328 | 11 | 0.0% | — | 380 | +305 | 1326.09% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | No change | 175 | 6 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | New | 125 | 4 | 0.0% | — | 382 | +125 | New | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | No change | 117 | 4 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 78 | 2 | 0.0% | 0.0% | 384 | -1,322 | -94.43% | Q4 2025 | Feb 09, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 64 | 2 | 0.0% | 0.0% | 386 | -16 | -20.0% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -512,052 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -451,392 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -188,148 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -171,420 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -98,806 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -66,306 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -23,262 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,193 | -100.0% | Q3 2025 | Oct 14, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,288 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,534 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -6,220 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,952 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,385 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,794 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -580 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Golden State Wealth Management, LLC | History | Added to | 16 | 0 | — | — | — | +9 | 128.57% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |