Capital Group Core Equity ETF - CGUS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 23,734,177 | 954,825 | 0.26% | 0.23% | 1 | +3,824,999 | 19.21% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,530,716 | 463,880 | 0.14% | 0.13% | 2 | +393,218 | 3.53% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,308,251 | 294,010 | 0.09% | 0.09% | 3 | +279,570 | 3.98% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 6,715,499 | 270,164 | 0.02% | 0.01% | 4 | +592,642 | 9.68% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,149,146 | 247,383 | 0.15% | 0.13% | 5 | +1,349,305 | 28.11% | Q4 2025 | Feb 17, 2026 |
| Capital International Investors | History | Added to | 6,046,805 | 243,262 | 0.04% | 0.04% | 6 | +68,441 | 1.14% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 5,940,417 | 238,982 | 0.26% | 0.25% | 7 | +417,787 | 7.57% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,278,226 | 212,343 | 0.04% | 0.03% | 8 | +1,301,252 | 32.72% | Q4 2025 | Feb 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 4,700,100 | 189,085 | 3.01% | 3.01% | 9 | +144,991 | 3.18% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,324,780 | 173,985 | 0.11% | 0.11% | 10 | +180,079 | 4.34% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,933,197 | 158,232 | 0.21% | 0.19% | 11 | +273,934 | 7.49% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,443,111 | 138,516 | 0.34% | 0.33% | 12 | +277,222 | 8.76% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,762,613 | 111,140 | 0.29% | 0.29% | 13 | +123,993 | 4.7% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,258,364 | 90,854 | 0.01% | — | 14 | +2,258,364 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,193,385 | 88,239 | 0.71% | 0.77% | 15 | +85,724 | 4.07% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,155,286 | 86,717 | 0.13% | 0.11% | 16 | +131,662 | 6.51% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,009,858 | 80,856 | 0.08% | 0.07% | 17 | +352,327 | 21.26% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,001,153 | 80,506 | 0.38% | 0.26% | 18 | +639,845 | 47.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,768,853 | 71,160 | 0.14% | 0.15% | 19 | -34,458 | -1.91% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,575,236 | 63,371 | 0.01% | 0.01% | 20 | +84,396 | 5.66% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,200,607 | 48,300 | 0.08% | 0.08% | 21 | +16,394 | 1.38% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 1,178,567 | 47,403 | 0.25% | 0.14% | 22 | +634,225 | 116.51% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 1,170,140 | 47,074 | 0.1% | 0.08% | 23 | +215,111 | 22.52% | Q4 2025 | Jan 23, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,140,188 | 45,869 | 1.19% | 1.47% | 24 | +24,810 | 2.22% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,068,766 | 42,997 | 0.04% | 0.04% | 25 | +95,687 | 9.83% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,029,158 | 41,403 | 0.15% | 0.16% | 26 | +136,788 | 15.33% | Q4 2025 | Feb 18, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 975,708 | 39,252 | 13.55% | 13.67% | 27 | -798 | -0.08% | Q4 2025 | Feb 04, 2026 |
| Souders Financial Advisors | History | Added to | 966,539 | 38,883 | 4.45% | 4.37% | 28 | +38,084 | 4.1% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 912,191 | 36,697 | 0.15% | 0.19% | 29 | -165,377 | -15.35% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 858,085 | 34,761 | 2.35% | — | 30 | +858,085 | New | Q4 2025 | Jan 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 831,238 | 33,440 | 0.0% | 0.0% | 31 | +199,517 | 31.58% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 760,323 | 30,588 | 0.07% | 0.06% | 32 | +141,621 | 22.89% | Q4 2025 | Feb 11, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 734,676 | 29,556 | 11.16% | 11.08% | 33 | +30,892 | 4.39% | Q4 2025 | Feb 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 731,518 | 29,428 | 0.33% | 0.27% | 34 | +132,420 | 22.1% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 700,200 | 28,701 | 0.04% | 0.04% | 35 | +14,294 | 2.08% | Q4 2025 | Jan 08, 2026 |
| Valmark Advisers, Inc. | History | Added to | 664,992 | 26,752 | 0.33% | 0.24% | 36 | +186,768 | 39.05% | Q4 2025 | Jan 26, 2026 |
| BIP Wealth, LLC | History | Added to | 659,775 | 26,542 | 0.94% | 0.01% | 37 | +654,460 | 12313.45% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 602,206 | 24,227 | 0.07% | 0.07% | 38 | +2,705 | 0.45% | Q4 2025 | Jan 26, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 510,219 | 20,526 | 0.28% | 0.35% | 39 | +49,244 | 10.68% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 505,239 | 20,325 | 0.41% | 0.41% | 40 | +46,912 | 10.24% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 469,277 | 18,879 | 0.12% | 0.11% | 41 | +20,951 | 4.67% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 465,364 | 18,721 | 0.69% | 0.67% | 42 | +35,027 | 8.14% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 458,673 | 18,452 | 0.56% | 0.52% | 43 | +25,658 | 5.93% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 456,644 | 18,370 | 0.13% | 0.15% | 44 | +3,849 | 0.85% | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 442,189 | 17,789 | 0.13% | 0.13% | 45 | +31,362 | 7.63% | Q4 2025 | Feb 12, 2026 |
| Forge Financial Services LLC | History | Added to | 439,334 | 17,674 | 7.56% | 7.96% | 46 | +13,067 | 3.07% | Q4 2025 | Feb 12, 2026 |
| AA Financial Advisors, LLC | History | Added to | 424,380 | 17,072 | 3.16% | 3.12% | 47 | +23,038 | 5.74% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 410,781 | 16,525 | 0.37% | 0.41% | 48 | +13,008 | 3.27% | Q4 2025 | Feb 06, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 394,724 | 15,879 | 7.31% | 3.05% | 49 | +229,170 | 138.43% | Q4 2025 | Jan 21, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 355,027 | 14,282 | 4.16% | 4.29% | 50 | +10,201 | 2.96% | Q4 2025 | Jan 20, 2026 |
| Burford Brothers, Inc. | History | Added to | 354,418 | 14,258 | 5.89% | 5.81% | 51 | +10,801 | 3.14% | Q4 2025 | Feb 05, 2026 |
| Entruity Wealth, LLC | History | Added to | 330,914 | 13,312 | 9.49% | 10.07% | 52 | +2,711 | 0.83% | Q4 2025 | Feb 03, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 329,916 | 13,272 | 2.93% | 2.7% | 53 | +35,260 | 11.97% | Q4 2025 | Feb 04, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 315,040 | 12,674 | 0.75% | 1.49% | 54 | -549,412 | -63.56% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 311,498 | 12,531 | 0.0% | 0.0% | 55 | +24,837 | 8.66% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 291,627 | 11,732 | 0.18% | 0.16% | 56 | +47,011 | 19.22% | Q4 2025 | Feb 12, 2026 |
| Michael Brady & Co., LLC | History | New | 291,024 | 11,707 | 11.68% | — | 57 | +291,024 | New | Q4 2025 | Jan 27, 2026 |
| Vigil Wealth Management, LLC | History | New | 289,777 | 11,657 | 9.69% | — | 58 | +289,777 | New | Q4 2025 | Feb 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 283,081 | 11,388 | 0.55% | 0.15% | 59 | +220,068 | 349.24% | Q4 2025 | Jan 28, 2026 |
| STEPHENS INC /AR/ | History | Added to | 273,655 | 11,009 | 0.14% | 0.13% | 60 | +17,360 | 6.77% | Q4 2025 | Feb 05, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 272,179 | 10,949 | 2.56% | — | 61 | +272,179 | New | Q4 2025 | Mar 23, 2026 |
| Challenger Wealth Management | History | Added to | 266,468 | 10,720 | 8.18% | 8.2% | 62 | +1,184 | 0.45% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 265,065 | 10,663 | 0.01% | 0.01% | 63 | +37,589 | 16.52% | Q4 2025 | Feb 02, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 255,245 | 10,268 | 0.4% | 0.46% | 64 | -37,590 | -12.84% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 251,861 | 10,132 | 0.25% | 0.26% | 65 | +1,751 | 0.7% | Q4 2025 | Feb 09, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 251,051 | 10,099 | 0.57% | 0.63% | 66 | -15,217 | -5.71% | Q4 2025 | Feb 10, 2026 |
| Guided Capital Wealth Management, LLC | History | New | 243,980 | 9,815 | 6.88% | — | 67 | +243,980 | New | Q4 2025 | Jan 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 231,435 | 9,311 | 0.01% | 0.01% | 68 | +49,607 | 27.28% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 226,482 | 9,111 | 0.16% | 0.14% | 69 | +24,594 | 12.18% | Q4 2025 | Jan 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 222,521 | 8,952 | 0.19% | 0.19% | 70 | +10,459 | 4.93% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 221,105 | 8,895 | 0.59% | 0.61% | 71 | -1,139 | -0.51% | Q4 2025 | Feb 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 218,920 | 8,806 | 0.17% | 0.17% | 72 | +8,947 | 4.26% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 216,059 | 8,692 | 0.03% | 0.03% | 73 | +29,735 | 15.96% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 210,628 | 8,532 | 0.32% | 0.48% | 74 | +15,513 | 7.95% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 211,986 | 8,528 | 0.15% | 0.15% | 75 | +19,723 | 10.26% | Q4 2025 | Jan 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 196,885 | 7,920 | 0.09% | 0.08% | 76 | +78,161 | 65.83% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 195,183 | 7,852 | 0.05% | 0.05% | 77 | +26,702 | 15.85% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 193,659 | 7,790 | 0.01% | 0.01% | 78 | +21,997 | 12.81% | Q4 2025 | Feb 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 191,895 | 7,719 | 0.27% | 0.25% | 79 | +4,192 | 2.23% | Q4 2025 | Feb 13, 2026 |
| Cannon Wealth Management Services, LLC | History | Reduced | 189,166 | 7,610 | 5.37% | 6.87% | 80 | -40,331 | -17.57% | Q4 2025 | Jan 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 179,103 | 7,205 | 0.42% | 0.4% | 81 | +29,281 | 19.54% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 166,437 | 6,695 | 0.02% | 0.02% | 82 | +5,003 | 3.1% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 161,389 | 6,492 | 0.08% | 0.05% | 83 | +12,999 | 8.76% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 158,440 | 6,374 | 0.13% | 0.22% | 84 | -113,170 | -41.67% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 154,144 | 6,201 | 0.39% | 0.41% | 85 | +755 | 0.49% | Q4 2025 | Feb 06, 2026 |
| Sovran Advisors, LLC | History | Reduced | 150,521 | 6,169 | 0.52% | 0.57% | 86 | -11,352 | -7.01% | Q4 2025 | Jan 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 147,632 | 5,939 | 0.35% | 0.34% | 87 | +6,968 | 4.95% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 146,623 | 5,898 | 0.14% | 0.14% | 88 | +11,865 | 8.8% | Q4 2025 | Jan 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 145,493 | 5,853 | 0.27% | 0.27% | 89 | +2,111 | 1.47% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 142,148 | 5,718 | 0.06% | 0.05% | 90 | +30,709 | 27.56% | Q4 2025 | Feb 06, 2026 |
| BNB Wealth Management, LLC | History | New | 141,567 | 5,695 | 3.67% | — | 91 | +141,567 | New | Q4 2025 | Feb 17, 2026 |
| Aspire Growth Partners LLC | History | Added to | 141,094 | 5,676 | 3.95% | 3.98% | 92 | +3,291 | 2.39% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 137,712 | 5,540 | 0.0% | 0.01% | 93 | -1,221,276 | -89.87% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Added to | 135,266 | 5,441 | 0.26% | 0.2% | 94 | +10,341 | 8.28% | Q4 2025 | Jan 27, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 131,789 | 5,301 | 2.4% | 2.39% | 95 | -3,122 | -2.31% | Q4 2025 | Jan 26, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 128,681 | 5,176 | 0.42% | 0.41% | 96 | +8,222 | 6.83% | Q4 2025 | Jan 23, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 128,400 | 5,165 | 2.45% | 2.4% | 97 | +4,741 | 3.83% | Q4 2025 | Jan 28, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 126,982 | 5,108 | 1.46% | 1.45% | 98 | +8,797 | 7.44% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 125,762 | 5,059 | 0.23% | 0.24% | 99 | +13,042 | 11.57% | Q4 2025 | Feb 05, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 124,547 | 5,010 | 3.71% | 4.38% | 100 | -16,520 | -11.71% | Q4 2025 | Jan 14, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 123,704 | 4,976 | 0.38% | 0.45% | 101 | -25,026 | -16.83% | Q4 2025 | Jan 23, 2026 |
| Berger Financial Group, Inc | History | Added to | 120,492 | 4,847 | 0.28% | 0.27% | 102 | +5,767 | 5.03% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 115,759 | 4,656 | 0.03% | 0.0% | 103 | +94,286 | 439.09% | Q4 2025 | Jan 29, 2026 |
| Continuum Advisory, LLC | History | Added to | 114,608 | 4,610 | 0.46% | 0.48% | 104 | +913 | 0.8% | Q4 2025 | Feb 11, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 114,249 | 4,596 | 0.36% | 0.31% | 105 | +18,812 | 19.71% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 113,828 | 4,579 | 0.06% | 0.07% | 106 | -15,435 | -11.94% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 113,617 | 4,571 | 0.04% | 0.03% | 107 | +14,040 | 14.1% | Q4 2025 | Jan 05, 2026 |
| Worthington Financial Partners, LLC | History | New | 109,608 | 4,409 | 3.9% | — | 108 | +109,608 | New | Q4 2025 | Mar 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 109,534 | 4,406 | 0.14% | 0.21% | 109 | -72,711 | -39.9% | Q4 2025 | Jan 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 109,536 | 4,406 | 0.06% | 0.05% | 110 | +28,510 | 35.19% | Q4 2025 | Feb 09, 2026 |
| G&S Capital LLC | History | Added to | 104,611 | 4,208 | 1.49% | 1.46% | 111 | +4,744 | 4.75% | Q4 2025 | Jan 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 100,548 | 4,045 | 0.13% | — | 112 | +100,548 | New | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 97,001 | 3,902 | 0.06% | 0.08% | 113 | -22,427 | -18.78% | Q4 2025 | Feb 09, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 95,570 | 3,901 | 1.38% | 1.14% | 114 | +16,102 | 20.26% | Q4 2025 | Feb 11, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 95,758 | 3,852 | 1.9% | 2.06% | 115 | +553 | 0.58% | Q4 2025 | Jan 30, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 95,368 | 3,836 | 1.74% | 1.67% | 116 | +5,728 | 6.39% | Q4 2025 | Jan 26, 2026 |
| Boyer Financial Services, Inc. | History | New | 93,504 | 3,773 | 4.0% | — | 117 | +93,504 | New | Q4 2025 | Jan 30, 2026 |
| Capital Management Associates, Inc | History | Added to | 93,670 | 3,768 | 0.83% | 0.63% | 118 | +34,485 | 58.27% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 91,174 | 3,667 | 0.07% | 0.05% | 119 | +31,183 | 51.98% | Q4 2025 | Feb 06, 2026 |
| Affiance Financial, LLC | History | Reduced | 89,568 | 3,603 | 0.58% | 1.05% | 120 | -55,778 | -38.38% | Q4 2025 | Jan 21, 2026 |
| Venture Visionary Partners LLC | History | Added to | 89,509 | 3,600 | 0.12% | 0.05% | 121 | +50,313 | 128.36% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 87,003 | 3,500 | 0.23% | 0.19% | 122 | +16,481 | 23.37% | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | Reduced | 86,952 | 3,498 | 0.06% | 0.07% | 123 | -2,952 | -3.28% | Q4 2025 | Mar 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 86,503 | 3,480 | 0.06% | 0.08% | 124 | +910 | 1.06% | Q4 2025 | Feb 09, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 80,385 | 3,233 | 2.2% | 1.95% | 125 | +9,385 | 13.22% | Q4 2025 | Jan 12, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 79,117 | 3,182 | 0.37% | 0.23% | 126 | +45,478 | 135.19% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 80,825 | 3,130 | 0.08% | 0.05% | 127 | +14,363 | 21.61% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 74,836 | 3,010 | 0.0% | 0.0% | 128 | +11,349 | 17.88% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 74,495 | 2,996 | 0.06% | 0.06% | 129 | +3,443 | 4.85% | Q4 2025 | Feb 06, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 73,779 | 2,968 | 1.5% | 1.37% | 130 | +10,542 | 16.67% | Q4 2025 | Jan 21, 2026 |
| LongView Wealth Management | History | Added to | 71,311 | 2,935 | 0.71% | 0.65% | 131 | +10,978 | 18.2% | Q4 2025 | Jan 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 72,324 | 2,909 | 1.28% | — | 132 | +72,324 | New | Q4 2025 | Mar 10, 2026 |
| TrueWealth Financial Partners | History | New | 71,567 | 2,879 | 2.38% | — | 133 | +71,567 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 71,567 | 2,879 | 2.38% | — | 134 | +71,567 | New | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 71,101 | 2,860 | 0.03% | 0.03% | 135 | +13,464 | 23.36% | Q4 2025 | Jan 20, 2026 |
| GTS SECURITIES LLC | History | Reduced | 70,838 | 2,849 | 0.1% | 0.13% | 136 | -11,820 | -14.3% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 68,334 | 2,749 | 0.12% | 0.37% | 137 | -214,048 | -75.8% | Q4 2025 | Feb 17, 2026 |
| Olistico Wealth, LLC | History | Added to | 68,288 | 2,747 | 1.34% | 1.43% | 138 | +21 | 0.03% | Q4 2025 | Jan 13, 2026 |
| Merited Wealth, LLC | History | New | 67,391 | 2,711 | 2.51% | — | 139 | +67,391 | New | Q4 2025 | Mar 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 66,671 | 2,682 | 0.03% | 0.0% | 140 | +61,865 | 1287.25% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 66,639 | 2,680 | 0.01% | 0.01% | 141 | +16,476 | 32.84% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Added to | 65,977 | 2,672 | 0.03% | 0.03% | 142 | +1,412 | 2.19% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 65,444 | 2,632 | 0.0% | 0.0% | 143 | +11,387 | 21.06% | Q4 2025 | Mar 16, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 65,201 | 2,623 | 0.82% | 0.78% | 144 | +2,440 | 3.89% | Q4 2025 | Jan 22, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 63,132 | 2,539 | 0.37% | 0.33% | 145 | +10,756 | 20.54% | Q4 2025 | Feb 09, 2026 |
| Pines Wealth Management, LLC | History | Added to | 62,601 | 2,518 | 0.81% | 0.82% | 146 | +671 | 1.08% | Q4 2025 | Feb 02, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 62,213 | 2,502 | 0.27% | 0.22% | 147 | +21,788 | 53.9% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 61,462 | 2,472 | 0.09% | 0.09% | 148 | +3,812 | 6.61% | Q4 2025 | Feb 04, 2026 |
| Keystone Financial Group | History | Added to | 61,361 | 2,468 | 0.18% | 0.17% | 149 | +5,666 | 10.17% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 61,329 | 2,467 | 0.02% | 0.02% | 150 | +154 | 0.25% | Q4 2025 | Feb 13, 2026 |
| Latitude Advisors, LLC | History | Added to | 61,231 | 2,463 | 1.08% | 1.0% | 151 | +5,859 | 10.58% | Q4 2025 | Jan 27, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 60,787 | 2,445 | 1.0% | 1.1% | 152 | -1,320 | -2.13% | Q4 2025 | Jan 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 60,663 | 2,440 | 0.37% | 0.35% | 153 | +20,238 | 50.06% | Q4 2025 | Feb 13, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 60,130 | 2,419 | 0.94% | 0.81% | 154 | +7,557 | 14.37% | Q4 2025 | Jan 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 59,207 | 2,381 | 0.45% | 0.32% | 155 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NORDEN GROUP LLC | History | Reduced | 52,510 | 2,112 | 0.21% | 0.21% | 156 | -500 | -0.94% | Q4 2025 | Jan 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 51,623 | 2,076 | 0.08% | 0.11% | 157 | +10,766 | 26.35% | Q4 2025 | Feb 04, 2026 |
| Lantz Financial LLC | History | Added to | 49,686 | 1,998 | 0.42% | 0.39% | 158 | +5,239 | 11.79% | Q4 2025 | Jan 14, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 48,981 | 1,970 | 0.08% | 0.1% | 159 | -160 | -0.33% | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Added to | 48,824 | 1,964 | 0.02% | 0.0% | 160 | +41,440 | 561.21% | Q4 2025 | Feb 05, 2026 |
| BlackRock, Inc. | History | No change | 47,500 | 1,910 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 46,700 | 1,878 | 0.0% | 0.0% | 162 | -32,100 | -40.74% | Q4 2025 | Feb 12, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 46,656 | 1,876 | 0.43% | 0.44% | 163 | -1,542 | -3.2% | Q4 2025 | Jan 16, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 46,457 | 1,868 | 0.13% | 0.12% | 164 | +171 | 0.37% | Q4 2025 | Jan 14, 2026 |
| RFG Advisory, LLC | History | Added to | 46,384 | 1,866 | 0.04% | 0.04% | 165 | +395 | 0.86% | Q4 2025 | Feb 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 46,091 | 1,854 | 0.1% | 0.11% | 166 | +1,017 | 2.26% | Q4 2025 | Jan 26, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 45,879 | 1,845 | 0.85% | 0.79% | 167 | +3,772 | 8.96% | Q4 2025 | Jan 16, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 45,709 | 1,838 | 0.2% | 0.16% | 168 | +16,041 | 54.07% | Q4 2025 | Feb 11, 2026 |
| Vantus Wealth LLC | History | New | 45,468 | 1,829 | 1.35% | — | 169 | +45,468 | New | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 44,887 | 1,805 | 0.07% | — | 170 | +44,887 | New | Q4 2025 | Feb 09, 2026 |
| KPP Advisory Services LLC | History | Added to | 42,990 | 1,729 | 0.25% | 0.25% | 171 | +607 | 1.43% | Q4 2025 | Feb 02, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 42,886 | 1,725 | 0.21% | 0.22% | 172 | -1,096 | -2.49% | Q4 2025 | Jan 13, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 42,338 | 1,708 | 0.5% | 0.54% | 173 | +250 | 0.59% | Q4 2025 | Jan 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 40,776 | 1,640 | 0.02% | 0.02% | 174 | +6,744 | 19.82% | Q4 2025 | Jan 29, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 40,589 | 1,632 | 0.18% | 0.19% | 175 | -1,175 | -2.81% | Q4 2025 | Jan 23, 2026 |
| Capital Analysts, LLC | History | Added to | 40,461 | 1,628 | 0.05% | 0.04% | 176 | +8,989 | 28.56% | Q4 2025 | Feb 11, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 39,595 | 1,592 | 0.43% | 0.45% | 177 | -1,280 | -3.13% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | Added to | 38,309 | 1,541 | 0.27% | 0.12% | 178 | +23,970 | 167.17% | Q4 2025 | Jan 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 37,550 | 1,510 | 0.01% | 0.02% | 179 | -986 | -2.56% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 36,906 | 1,484 | 0.06% | 0.06% | 180 | +3,742 | 11.28% | Q4 2025 | Feb 10, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 36,075 | 1,451 | 0.27% | 0.26% | 181 | +1,797 | 5.24% | Q4 2025 | Jan 07, 2026 |
| Lincoln Capital LLC | History | Added to | 36,065 | 1,450 | 0.26% | 0.22% | 182 | +6,458 | 21.81% | Q4 2025 | Jan 08, 2026 |
| Summit Financial, LLC | History | Added to | 35,767 | 1,438 | 0.02% | 0.02% | 183 | +9,743 | 37.44% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 35,727 | 1,437 | 0.04% | 0.03% | 184 | +6,972 | 24.25% | Q4 2025 | Jan 30, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 35,476 | 1,427 | 0.44% | 0.46% | 185 | -805 | -2.22% | Q4 2025 | Jan 26, 2026 |
| Richmond Investment Services, LLC | History | Added to | 35,435 | 1,425 | 0.25% | 0.19% | 186 | +10,194 | 40.39% | Q4 2025 | Feb 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 35,198 | 1,416 | 0.11% | 0.11% | 187 | -255 | -0.72% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 35,028 | 1,409 | 0.0% | 0.0% | 188 | +3,777 | 12.09% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 34,205 | 1,376 | 0.01% | 0.01% | 189 | -26 | -0.08% | Q4 2025 | Feb 11, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 33,867 | 1,362 | 0.53% | 0.49% | 190 | +2,601 | 8.32% | Q4 2025 | Feb 13, 2026 |
| Security Financial Services, INC. | History | Added to | 33,828 | 1,360 | 0.21% | 0.16% | 191 | +9,265 | 37.72% | Q4 2025 | Jan 27, 2026 |
| Diversify Advisory Services, LLC | History | New | 32,974 | 1,355 | 0.04% | — | 192 | +32,974 | New | Q4 2025 | Jan 23, 2026 |
| VICUS CAPITAL | History | Added to | 32,863 | 1,322 | 0.1% | 0.08% | 193 | +7,588 | 30.02% | Q4 2025 | Jan 22, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 32,858 | 1,321 | 0.15% | 0.15% | 194 | +1,118 | 3.52% | Q4 2025 | Jan 09, 2026 |
| GWN SECURITIES INC. | History | Added to | 32,505 | 1,307 | 0.26% | 0.22% | 195 | +8,047 | 32.9% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 31,568 | 1,269 | 0.02% | 0.01% | 196 | +6,518 | 26.02% | Q4 2025 | Feb 02, 2026 |
| RM Financial Services, LLC | History | New | 30,970 | 1,245 | 1.1% | — | 197 | +30,970 | New | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 30,218 | 1,215 | 0.01% | 0.0% | 198 | +6,614 | 28.02% | Q4 2025 | Jan 12, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 29,625 | 1,191 | 0.26% | 0.17% | 199 | +10,387 | 53.99% | Q4 2025 | Jan 21, 2026 |
| Bill Few Associates, Inc. | History | Added to | 29,483 | 1,186 | 0.29% | 0.27% | 200 | +3,358 | 12.85% | Q4 2025 | Jan 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 29,343 | 1,180 | 0.07% | 0.05% | 201 | +8,902 | 43.55% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 29,114 | 1,171 | 0.0% | 0.0% | 202 | +4,182 | 16.77% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 29,112 | 1,171 | 0.16% | 0.64% | 203 | +312 | 1.08% | Q4 2025 | Feb 18, 2026 |
| Balentine LLC | History | No change | 29,107 | 1,170 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 28,480 | 1,145 | 0.0% | 0.0% | 205 | +2,020 | 7.63% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 28,387 | 1,142 | 0.08% | 0.07% | 206 | +5,267 | 22.78% | Q4 2025 | Jan 21, 2026 |
| Advisor OS, LLC | History | Added to | 27,830 | 1,119 | 0.09% | 0.08% | 207 | +3,222 | 13.09% | Q4 2025 | Feb 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 26,525 | 1,067 | 0.03% | 0.03% | 208 | +870 | 3.39% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 26,172 | 1,052 | 0.0% | — | 209 | +26,172 | New | Q4 2025 | Feb 05, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 26,145 | 1,051 | 0.14% | 0.13% | 210 | +2,854 | 12.25% | Q4 2025 | Jan 23, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 25,514 | 1,048 | 0.71% | — | 211 | +25,514 | New | Q4 2025 | Feb 10, 2026 |
| M Holdings Securities, Inc. | History | Added to | 25,786 | 1,037 | 0.07% | 0.2% | 212 | +1,516 | 6.25% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,498 | 1,025 | 0.02% | 0.01% | 213 | +13,912 | 120.08% | Q4 2025 | Feb 03, 2026 |
| Visionary Wealth Advisors | History | Added to | 24,987 | 1,005 | 0.05% | 0.03% | 214 | +7,811 | 45.48% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 24,936 | 1,003 | 0.13% | — | 215 | +24,936 | New | Q4 2025 | Feb 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 24,918 | 1,002 | 0.05% | 0.04% | 216 | +6,049 | 32.06% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 24,826 | 998 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 24,646 | 991 | 0.02% | 0.02% | 218 | -37 | -0.15% | Q4 2025 | Feb 19, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 24,304 | 977 | 0.09% | 0.07% | 219 | +3,399 | 16.26% | Q4 2025 | Jan 26, 2026 |
| Owen LaRue, LLC | History | Added to | 24,043 | 967 | 0.37% | 0.36% | 220 | +1,114 | 4.86% | Q4 2025 | Feb 05, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 23,434 | 942 | 0.64% | 0.61% | 221 | +118 | 0.51% | Q4 2025 | Feb 04, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 23,384 | 940 | 0.66% | 0.66% | 222 | +1,420 | 6.47% | Q4 2025 | Jan 23, 2026 |
| NWF Advisory Services Inc. | History | Added to | 23,278 | 936 | 0.1% | 0.1% | 223 | +571 | 2.51% | Q4 2025 | Mar 03, 2026 |
| Wealth Science Advisors LLC | History | New | 23,018 | 926 | 0.53% | — | 224 | +23,018 | New | Q4 2025 | Jan 28, 2026 |
| Rothschild Wealth LLC | History | New | 21,844 | 878 | 0.08% | — | 225 | +21,844 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 21,343 | 858 | 0.0% | 0.0% | 226 | +8,888 | 71.36% | Q4 2025 | Feb 17, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 20,769 | 835 | 0.02% | — | 227 | +20,769 | New | Q4 2025 | Jan 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 20,608 | 829 | 0.06% | 0.05% | 228 | +4,675 | 29.34% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Added to | 20,461 | 823 | 0.0% | 0.0% | 229 | +3,558 | 21.05% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 20,280 | 815 | 0.07% | 0.04% | 230 | +6,697 | 49.3% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 20,185 | 812 | 0.04% | 0.04% | 231 | +1,296 | 6.86% | Q4 2025 | Feb 10, 2026 |
| Rather & Kittrell, Inc. | History | No change | 19,330 | 777 | 0.13% | 0.13% | 232 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 18,558 | 746 | 0.04% | 0.04% | 233 | -94 | -0.5% | Q4 2025 | Jan 30, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 18,389 | 739 | 0.38% | 0.38% | 234 | +1 | 0.01% | Q4 2025 | Jan 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 18,177 | 731 | 0.06% | 0.02% | 235 | +12,090 | 198.62% | Q4 2025 | Feb 12, 2026 |
| CVFG LLC | History | Added to | 18,007 | 724 | 0.5% | 0.47% | 236 | +1,547 | 9.4% | Q4 2025 | Feb 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 17,945 | 722 | 0.02% | 0.02% | 237 | -349 | -1.91% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 17,940 | 721 | 0.04% | 0.04% | 238 | +1,317 | 7.92% | Q4 2025 | Jan 20, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 17,919 | 720 | 0.17% | 0.18% | 239 | -2,135 | -10.65% | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 17,726 | 713 | 0.14% | 0.15% | 240 | -663 | -3.61% | Q4 2025 | Jan 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 17,221 | 692 | 0.03% | 0.02% | 241 | +4,790 | 38.53% | Q4 2025 | Feb 17, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 17,006 | 684 | 0.25% | 0.27% | 242 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Platt Wealth Management LLC | History | New | 16,783 | 675 | 0.67% | — | 243 | +16,783 | New | Q4 2025 | Feb 06, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 16,750 | 673 | 0.09% | 0.09% | 244 | +200 | 1.21% | Q4 2025 | Jan 21, 2026 |
| TKG Advisors, LLC | History | Added to | 16,575 | 666 | 0.27% | 0.26% | 245 | +991 | 6.36% | Q4 2025 | Jan 29, 2026 |
| Sun Financial Inc | History | New | 16,547 | 665 | 0.37% | — | 246 | +16,547 | New | Q4 2025 | Feb 02, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 16,332 | 657 | 0.37% | 0.41% | 247 | -857 | -4.99% | Q4 2025 | Feb 10, 2026 |
| Advance Capital Management, Inc. | History | Added to | 16,115 | 648 | 0.03% | 0.02% | 248 | +2,906 | 22.0% | Q4 2025 | Jan 06, 2026 |
| Faithward Advisors, LLC | History | Reduced | 16,071 | 646 | 0.09% | 0.11% | 249 | -2,270 | -12.38% | Q4 2025 | Feb 17, 2026 |
| CLG LLC | History | Added to | 16,002 | 643 | 0.16% | 0.08% | 250 | +8,554 | 114.85% | Q4 2025 | Jan 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,466 | 622 | 0.02% | 0.07% | 251 | -29,916 | -65.92% | Q4 2025 | Jan 21, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 15,359 | 617 | 0.13% | 0.16% | 252 | -93 | -0.6% | Q4 2025 | Feb 02, 2026 |
| Ascent Group, LLC | History | Added to | 15,110 | 607 | 0.02% | 0.02% | 253 | +256 | 1.72% | Q4 2025 | Jan 20, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 14,825 | 596 | 0.13% | 0.14% | 254 | +459 | 3.2% | Q4 2025 | Jan 09, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 14,538 | 584 | 0.01% | 0.01% | 255 | +3,374 | 30.22% | Q4 2025 | Jan 16, 2026 |
| CIM, LLC | History | Added to | 14,290 | 574 | 0.08% | 0.06% | 256 | +2,846 | 24.87% | Q4 2025 | Feb 18, 2026 |
| NWAM LLC | History | Added to | 13,694 | 562 | 0.03% | 0.03% | 257 | +669 | 5.14% | Q4 2025 | Feb 04, 2026 |
| tru Independence LLC | History | Added to | 13,478 | 542 | 0.14% | 0.14% | 258 | +192 | 1.45% | Q4 2025 | Jan 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 13,359 | 537 | 0.06% | 0.06% | 259 | +906 | 7.28% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 13,212 | 531 | 0.01% | 0.02% | 260 | +803 | 6.47% | Q4 2025 | Feb 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 13,128 | 528 | 0.13% | 0.14% | 261 | -101 | -0.76% | Q4 2025 | Feb 02, 2026 |
| Balboa Wealth Partners | History | Added to | 13,078 | 526 | 0.09% | 0.08% | 262 | +1,104 | 9.22% | Q4 2025 | Jan 16, 2026 |
| VestGen Investment Management | History | Reduced | 13,051 | 525 | 0.29% | 0.32% | 263 | -351 | -2.62% | Q4 2025 | Feb 18, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 12,981 | 522 | 0.28% | 0.21% | 264 | +2,921 | 29.04% | Q4 2025 | Feb 17, 2026 |
| AUCTUS ADVISORS LLC | History | New | 12,973 | 521 | 0.48% | — | 266 | +12,973 | New | Q4 2025 | Jan 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 12,957 | 521 | 0.01% | 0.01% | 265 | -1,392 | -9.7% | Q4 2025 | Feb 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 12,878 | 518 | 0.03% | 0.03% | 267 | +416 | 3.34% | Q4 2025 | Jan 07, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 12,641 | 508 | 0.17% | 0.17% | 268 | -127 | -0.99% | Q4 2025 | Feb 06, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 12,285 | 504 | 0.33% | 0.33% | 269 | +45 | 0.37% | Q4 2025 | Feb 10, 2026 |
| Crewe Advisors LLC | History | Added to | 12,305 | 495 | 0.04% | 0.02% | 270 | +6,706 | 119.77% | Q4 2025 | Jan 16, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 12,182 | 490 | 0.21% | 0.22% | 271 | +117 | 0.97% | Q4 2025 | Jan 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 12,125 | 487 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hilltop Holdings Inc. | History | Added to | 12,103 | 486 | 0.03% | 0.01% | 273 | +5,011 | 70.66% | Q4 2025 | Feb 17, 2026 |
| MRWM Advisors, LLC | History | Added to | 12,058 | 485 | 0.26% | 0.27% | 274 | +14 | 0.12% | Q4 2025 | Jan 26, 2026 |
| High Falls Advisors, Inc | History | Reduced | 11,926 | 479 | 0.1% | 0.12% | 275 | -3,033 | -20.28% | Q4 2025 | Feb 18, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 11,750 | 472 | 0.18% | — | 276 | +11,750 | New | Q4 2025 | Jan 27, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 11,542 | 464 | 0.15% | — | 277 | +11,542 | New | Q4 2025 | Mar 27, 2026 |
| BEACON FINANCIAL GROUP | History | New | 11,402 | 458 | 0.05% | — | 278 | +11,402 | New | Q4 2025 | Apr 01, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,399 | 458 | 0.02% | 0.03% | 279 | +3,496 | 44.24% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Added to | 11,385 | 458 | 0.06% | 0.06% | 280 | +639 | 5.95% | Q4 2025 | Jan 26, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 11,277 | 453 | 0.01% | 0.01% | 281 | -55 | -0.49% | Q4 2025 | Feb 09, 2026 |
| Trilogy Capital Inc. | History | No change | 10,963 | 441 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 10,808 | 434 | 0.05% | — | 283 | +10,808 | New | Q4 2025 | Feb 17, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 10,477 | 421 | 0.04% | 0.05% | 284 | -1,541 | -12.82% | Q4 2025 | Jan 23, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 9,922 | 399 | 0.24% | 0.25% | 286 | +13 | 0.13% | Q4 2025 | Jan 20, 2026 |
| HFG Advisors, Inc. | History | No change | 9,925 | 399 | 0.29% | 0.29% | 285 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 9,904 | 398 | 0.0% | 0.0% | 287 | +914 | 10.17% | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | Added to | 9,680 | 389 | 0.02% | 0.02% | 288 | +1,502 | 18.37% | Q4 2025 | Jan 26, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 9,623 | 387 | 0.08% | 0.13% | 289 | -2,213 | -18.7% | Q4 2025 | Feb 09, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 9,507 | 382 | 0.05% | — | 290 | +9,507 | New | Q4 2025 | Jan 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 9,461 | 380 | 0.02% | 0.02% | 291 | -83 | -0.87% | Q4 2025 | Feb 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 9,212 | 378 | 0.02% | — | 292 | +9,212 | New | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | Reduced | 9,348 | 376 | 0.02% | 0.02% | 293 | -4,061 | -30.29% | Q4 2025 | Feb 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 9,263 | 372 | 0.06% | 0.08% | 294 | -1,752 | -15.91% | Q4 2025 | Feb 03, 2026 |
| GeoWealth Management, LLC | History | Added to | 9,113 | 366 | 0.01% | 0.01% | 295 | +1,593 | 21.18% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 9,093 | 365 | 0.0% | 0.0% | 296 | -3,660 | -28.7% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 8,986 | 361 | 0.01% | — | 297 | +8,986 | New | Q4 2025 | Jan 30, 2026 |
| Millington Financial Advisors, LLC | History | New | 8,500 | 346 | 0.15% | — | 298 | +8,500 | New | Q4 2025 | Feb 09, 2026 |
| Detalus Advisors, LLC | History | No change | 8,416 | 338 | 0.08% | 0.09% | 299 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Saxony Capital Management, LLC | History | New | 8,400 | 337 | 0.21% | — | 300 | +8,400 | New | Q4 2025 | Jan 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 8,325 | 334 | 0.11% | 0.02% | 301 | +7,040 | 547.86% | Q4 2025 | Feb 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 8,163 | 328 | 0.02% | 0.02% | 302 | +1,481 | 22.16% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,104 | 326 | 0.01% | 0.01% | 303 | +2,023 | 33.27% | Q4 2025 | Feb 17, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 8,080 | 325 | 0.16% | 0.18% | 304 | +19 | 0.24% | Q4 2025 | Jan 16, 2026 |
| National Wealth Management Group, LLC | History | No change | 7,913 | 318 | 0.11% | 0.12% | 305 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 7,784 | 313 | 0.09% | 0.08% | 306 | +901 | 13.09% | Q4 2025 | Feb 10, 2026 |
| Investmark Advisory Group LLC | History | Added to | 7,731 | 311 | 0.13% | 0.13% | 308 | +25 | 0.32% | Q4 2025 | Jan 28, 2026 |
| COMMERCE BANK | History | No change | 7,744 | 311 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | New | 7,711 | 310 | 0.01% | — | 309 | +7,711 | New | Q4 2025 | Feb 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 7,618 | 306 | 0.23% | 0.22% | 310 | +320 | 4.38% | Q4 2025 | Feb 11, 2026 |
| CapWealth Advisors, LLC | History | No change | 7,523 | 302 | 0.02% | 0.02% | 311 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RiverFront Investment Group, LLC | History | No change | 7,487 | 301 | 0.0% | 0.01% | 312 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 7,311 | 294 | 0.0% | 0.0% | 313 | +1,344 | 22.52% | Q4 2025 | Feb 02, 2026 |
| LEE DANNER & BASS INC | History | Added to | 7,275 | 292 | 0.02% | 0.02% | 314 | +1,850 | 34.1% | Q4 2025 | Jan 29, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 7,209 | 290 | 0.14% | 0.14% | 315 | -294 | -3.92% | Q4 2025 | Feb 12, 2026 |
| Clark Capital Management Group, Inc. | History | New | 7,133 | 286 | 0.0% | — | 316 | +7,133 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 6,991 | 281 | 0.0% | — | 317 | +6,991 | New | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | New | 6,959 | 279 | 0.01% | — | 318 | +6,959 | New | Q4 2025 | Feb 17, 2026 |
| Compton Financial Group, LLC | History | New | 6,941 | 279 | 0.06% | — | 319 | +6,941 | New | Q4 2025 | Feb 05, 2026 |
| Heritage Wealth Management, Inc. | History | New | 6,868 | 276 | 0.08% | — | 320 | +6,868 | New | Q4 2025 | Jan 26, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 6,822 | 274 | 0.01% | 0.01% | 321 | +3 | 0.04% | Q4 2025 | Jan 12, 2026 |
| Indie Asset Partners, LLC | History | No change | 6,689 | 269 | 0.3% | 0.35% | 322 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 6,641 | 267 | 0.04% | 0.04% | 323 | -212 | -3.09% | Q4 2025 | Feb 10, 2026 |
| Rollins Financial Advisors, LLC | History | New | 6,635 | 266 | 0.04% | — | 324 | +6,635 | New | Q4 2025 | Feb 04, 2026 |
| Parsonex Advisory Services, Inc. | History | New | 6,532 | 262 | 0.17% | — | 325 | +6,532 | New | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | New | 6,505 | 261 | 0.01% | — | 326 | +6,505 | New | Q4 2025 | Jan 20, 2026 |
| Aprio Wealth Management, LLC | History | New | 6,240 | 251 | 0.01% | — | 327 | +6,240 | New | Q4 2025 | Jan 29, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 6,174 | 248 | 0.06% | 0.06% | 328 | +377 | 6.5% | Q4 2025 | Jan 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 6,156 | 247 | 0.0% | — | 329 | +6,156 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 5,943 | 239 | 0.0% | — | 330 | +5,943 | New | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Added to | 5,919 | 238 | 0.01% | 0.0% | 331 | +283 | 5.02% | Q4 2025 | Feb 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 5,883 | 236 | 0.1% | 0.12% | 332 | +29 | 0.5% | Q4 2025 | Jan 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 5,860 | 235 | 0.01% | — | 333 | +5,860 | New | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 5,826 | 234 | 0.0% | 0.0% | 334 | +770 | 15.23% | Q4 2025 | Jan 30, 2026 |
| Intrua Financial, LLC | History | New | 5,775 | 232 | 0.02% | — | 335 | +5,775 | New | Q4 2025 | Feb 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 5,761 | 231 | 0.0% | — | 336 | +5,761 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,686 | 228 | 0.0% | 0.0% | 337 | -998 | -14.93% | Q4 2025 | Feb 18, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 5,657 | 227 | 0.02% | 0.04% | 338 | -5,638 | -49.92% | Q4 2025 | Jan 09, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 5,451 | 219 | 0.23% | 0.23% | 339 | -163 | -2.9% | Q4 2025 | Feb 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 5,424 | 218 | 0.06% | 0.06% | 340 | -1,172 | -17.77% | Q4 2025 | Jan 12, 2026 |
| Root Financial Partners, LLC | History | No change | 5,395 | 217 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 5,336 | 214 | 0.0% | 0.0% | 343 | +360 | 7.23% | Q4 2025 | Feb 12, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 5,270 | 214 | 0.28% | 0.32% | 342 | -248 | -4.49% | Q4 2025 | Feb 23, 2026 |
| SFE Investment Counsel | History | No change | 5,207 | 209 | 0.03% | 0.03% | 344 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Aspen Capital Management, LLC | History | No change | 5,207 | 209 | 0.05% | 0.05% | 345 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | New | 5,130 | 206 | 0.0% | — | 346 | +5,130 | New | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 5,054 | 203 | 0.01% | 0.01% | 347 | -166 | -3.18% | Q4 2025 | Jan 20, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 4,365 | 175 | 0.1% | 0.09% | 348 | +164 | 3.9% | Q4 2025 | Feb 18, 2026 |
| Clarity Asset Management, Inc. | History | New | 3,643 | 146 | 0.08% | — | 349 | +3,643 | New | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 3,148 | 126 | 0.13% | — | 350 | +3,148 | New | Q4 2025 | Feb 19, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 2,686 | 108 | 0.0% | 0.0% | 351 | +304 | 12.76% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,465 | 99 | 0.0% | 0.0% | 352 | -150 | -5.74% | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 2,375 | 95 | 0.05% | 0.03% | 353 | +49 | 2.11% | Q4 2025 | Feb 18, 2026 |
| First PREMIER Bank | History | No change | 2,234 | 90 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Perspectives, Inc | History | Added to | 2,212 | 89 | 0.02% | 0.02% | 355 | +3 | 0.14% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,207 | 88 | 0.01% | 0.01% | 356 | -85 | -3.71% | Q4 2025 | Jan 29, 2026 |
| Miller Capital Partners, Inc. | History | New | 2,140 | 86 | 0.04% | — | 357 | +2,140 | New | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,368 | 55 | 0.02% | 0.02% | 358 | +1,124 | 460.66% | Q4 2025 | Jan 20, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,193 | 48 | 0.01% | 0.01% | 359 | +3 | 0.25% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Added to | 1,163 | 46 | 0.0% | 0.0% | 360 | +500 | 75.41% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,101 | 44 | 0.0% | 0.0% | 361 | +320 | 40.97% | Q4 2025 | Jan 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,076 | 43 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 987 | 39 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| McIlrath & Eck, LLC | History | No change | 900 | 36 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 862 | 34 | 0.01% | 0.01% | 365 | +128 | 17.44% | Q4 2025 | Feb 09, 2026 |
| Trust Co | History | No change | 840 | 33 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FIRST HORIZON CORP | History | New | 784 | 31 | 0.0% | — | 367 | +784 | New | Q4 2025 | Jan 27, 2026 |
| Kilter Group LLC | History | New | 775 | 31 | 0.01% | — | 368 | +775 | New | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | New | 626 | 25 | 0.01% | — | 370 | +626 | New | Q4 2025 | Jan 20, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 642 | 25 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 630 | 25 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 564 | 22 | 0.01% | — | 372 | +564 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | New | 506 | 20 | 0.0% | — | 373 | +506 | New | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | No change | 514 | 20 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Westside Investment Management, Inc. | History | No change | 450 | 18 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 409 | 16 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | Added to | 379 | 15 | 0.0% | 0.0% | 377 | +49 | 14.85% | Q4 2025 | Feb 02, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 355 | 14 | 0.0% | 0.01% | 378 | -2,150 | -85.83% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 336 | 13 | 0.0% | 0.0% | 379 | +210 | 166.67% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | New | 300 | 12 | 0.0% | — | 381 | +300 | New | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 306 | 12 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rossby Financial, LCC | History | Added to | 175 | 7 | 0.0% | 0.0% | 383 | +106 | 153.62% | Q4 2025 | Feb 12, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 152 | 6 | 0.0% | 0.0% | 384 | +67 | 78.82% | Q4 2025 | Jan 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 125 | 5 | 0.0% | 0.0% | 386 | -1,129 | -90.03% | Q4 2025 | Feb 09, 2026 |
| CENTRAL TRUST Co | History | New | 134 | 5 | 0.0% | — | 385 | +134 | New | Q4 2025 | Feb 02, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 102 | 4 | 0.0% | — | 387 | +102 | New | Q4 2025 | Jan 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 116 | 4 | 0.0% | 0.0% | 389 | +25 | 27.47% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | No change | 115 | 4 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | New | 96 | 3 | 0.0% | — | 390 | +96 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -194,480 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -180,812 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -52,376 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Premier Path Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -33,077 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,229 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,085 | -100.0% | Q3 2025 | Nov 03, 2025 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,547 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,704 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,612 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,304 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.13% | — | -3,134 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,061 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,611 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,810 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Jackson, Grant Investment Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| IMG Wealth Management, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 05, 2026 |