VanEck ETF Trust - CLOI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | 2,027,584 | 107,076 | 0.03% | 0.02% | 1 | +419,749 | 26.11% | Q4 2025 | Feb 11, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 1,589,919 | 83,970 | 46.28% | 35.43% | 2 | +17,203 | 1.09% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,563,732 | 82,580 | 1.26% | 1.25% | 3 | +129,592 | 9.04% | Q4 2025 | Jan 13, 2026 |
| SYON CAPITAL LLC | History | Reduced | 668,090 | 35,281 | 1.76% | 1.91% | 4 | -635 | -0.09% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 607,560 | 32,085 | 0.24% | 0.26% | 5 | -16,269 | -2.61% | Q4 2025 | Feb 12, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 597,043 | 31,529 | 0.23% | — | 6 | +597,043 | New | Q4 2025 | Feb 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 362,439 | 19,140 | 0.9% | 0.76% | 7 | +96,310 | 36.19% | Q4 2025 | Jan 12, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 357,729 | 18,891 | 1.89% | 1.82% | 8 | +21,230 | 6.31% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 321,035 | 16,953 | 0.02% | 0.02% | 9 | +6,703 | 2.13% | Q4 2025 | Feb 06, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 282,187 | 14,902 | 0.95% | 1.14% | 10 | -41,589 | -12.84% | Q4 2025 | Feb 05, 2026 |
| Deseret Mutual Benefit Administrators | History | Reduced | 277,556 | 14,657 | 6.25% | 6.51% | 11 | -13,691 | -4.7% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 270,211 | 14,269 | 0.0% | 0.0% | 12 | +106,212 | 64.76% | Q4 2025 | Mar 25, 2026 |
| Gradient Investments LLC | History | Added to | 267,392 | 14,120 | 0.22% | 0.24% | 13 | +2,009 | 0.76% | Q4 2025 | Jan 08, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 259,273 | 13,692 | 4.25% | 4.28% | 14 | +5,595 | 2.21% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 255,648 | 13,500 | 0.23% | — | 15 | +255,648 | New | Q4 2025 | Feb 19, 2026 |
| AE Wealth Management LLC | History | Added to | 244,329 | 12,903 | 0.07% | 0.08% | 16 | +17,325 | 7.63% | Q4 2025 | Jan 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 229,940 | 12,143 | 0.09% | 0.09% | 17 | +10,598 | 4.83% | Q4 2025 | Feb 12, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | New | 226,600 | 11,966 | 5.35% | — | 18 | +226,600 | New | Q4 2025 | Feb 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 205,946 | 10,876 | 0.72% | 0.74% | 19 | -1,931 | -0.93% | Q4 2025 | Jan 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 194,165 | 10,253 | 0.02% | 0.03% | 20 | +1,072 | 0.56% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 185,721 | 9,808 | 0.03% | 0.02% | 21 | +18,706 | 11.2% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 169,156 | 8,933 | 0.01% | 0.0% | 22 | +83,738 | 98.03% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Added to | 168,785 | 8,913 | 0.15% | 0.16% | 23 | +7,353 | 4.55% | Q4 2025 | Feb 17, 2026 |
| Integras Partners LLC | History | Added to | 160,524 | 8,477 | 6.85% | 6.66% | 24 | +5,397 | 3.48% | Q4 2025 | Jan 29, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 159,184 | 8,406 | 1.26% | 1.29% | 25 | -3,483 | -2.14% | Q4 2025 | Feb 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 158,892 | 8,391 | 1.26% | 1.38% | 26 | -9,056 | -5.39% | Q4 2025 | Jan 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 156,918 | 8,286 | 0.2% | 0.22% | 27 | -5,010 | -3.09% | Q4 2025 | Jan 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 156,058 | 8,241 | 0.2% | 0.16% | 28 | +310 | 0.2% | Q4 2025 | Feb 11, 2026 |
| OneAscent Financial Services LLC | History | Added to | 133,546 | 7,052 | 0.65% | 0.16% | 29 | +109,237 | 449.37% | Q4 2025 | Feb 11, 2026 |
| CWC Advisors, LLC. | History | Added to | 132,016 | 6,971 | 3.37% | 3.29% | 30 | +5,574 | 4.41% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 129,848 | 6,857 | 0.01% | 0.01% | 31 | +2,488 | 1.95% | Q4 2025 | Feb 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 124,693 | 6,585 | 1.01% | 1.31% | 32 | -30,065 | -19.43% | Q4 2025 | Jan 12, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 105,188 | 5,558 | 0.88% | 0.76% | 33 | +17,947 | 20.57% | Q4 2025 | Jan 08, 2026 |
| Diversified Portfolios, Inc. | History | New | 102,794 | 5,428 | 0.45% | — | 34 | +102,794 | New | Q4 2025 | Feb 09, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 102,783 | 5,427 | 0.35% | 0.24% | 35 | +34,544 | 50.62% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 101,291 | 5,349 | 0.01% | 0.0% | 36 | +35,866 | 54.82% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 99,552 | 5,257 | 0.01% | — | 37 | +99,552 | New | Q4 2025 | Feb 05, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 97,801 | 5,165 | 0.31% | 0.32% | 38 | +190 | 0.19% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 94,154 | 4,972 | 0.0% | 0.0% | 39 | +17,244 | 22.42% | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 91,906 | 4,853 | 2.7% | 1.67% | 40 | +39,122 | 74.12% | Q4 2025 | Feb 17, 2026 |
| Trademark Financial Management, LLC | History | Added to | 91,646 | 4,839 | 2.66% | 2.81% | 41 | +790 | 0.87% | Q4 2025 | Jan 28, 2026 |
| Dakota Wealth Management | History | New | 90,596 | 4,784 | 0.08% | — | 42 | +90,596 | New | Q4 2025 | Jan 13, 2026 |
| Harvest Investment Services, LLC | History | Added to | 85,376 | 4,508 | 0.85% | 0.81% | 43 | +9,872 | 13.07% | Q4 2025 | Feb 17, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 83,507 | 4,410 | 1.47% | 1.45% | 44 | +2,402 | 2.96% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 80,284 | 4,239 | 0.05% | 0.04% | 45 | +18,605 | 30.16% | Q4 2025 | Jan 29, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 77,553 | 4,095 | 2.75% | 2.85% | 46 | +2,434 | 3.24% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 76,211 | 4,024 | 0.28% | 0.26% | 47 | +4,204 | 5.84% | Q4 2025 | Jan 26, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 75,344 | 3,978 | 1.22% | 4.62% | 48 | -193,136 | -71.94% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 74,083 | 3,912 | 0.0% | 0.0% | 49 | +73,625 | 16075.33% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 64,336 | 3,397 | 0.07% | 0.06% | 50 | +3,138 | 5.13% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 60,888 | 3,215 | 0.11% | — | 51 | +60,888 | New | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 54,792 | 2,880 | 0.32% | — | 52 | +54,792 | New | Q4 2025 | Mar 24, 2026 |
| Richmond Investment Services, LLC | History | Added to | 54,541 | 2,880 | 0.5% | 0.35% | 53 | +18,612 | 51.8% | Q4 2025 | Feb 12, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 53,776 | 2,839 | 1.45% | 1.37% | 54 | +4,484 | 9.1% | Q4 2025 | Feb 13, 2026 |
| Adams Wealth Management | History | Reduced | 53,664 | 2,833 | 0.6% | 0.66% | 55 | -4,678 | -8.02% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 53,664 | 2,833 | 0.52% | 0.62% | 56 | -4,678 | -8.02% | Q4 2025 | Feb 18, 2026 |
| WESPAC Advisors, LLC | History | Added to | 53,628 | 2,832 | 1.54% | 0.38% | 57 | +41,435 | 339.83% | Q4 2025 | Jan 14, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 49,743 | 2,626 | 1.82% | 1.17% | 58 | +20,493 | 70.06% | Q4 2025 | Jan 23, 2026 |
| Breakwater Capital Group | History | Added to | 46,015 | 2,430 | 0.34% | 0.29% | 59 | +9,062 | 24.52% | Q4 2025 | Jan 09, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 43,922 | 2,319 | 0.05% | 0.01% | 60 | -1,193 | -2.64% | Q4 2025 | Feb 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 43,427 | 2,293 | 0.0% | — | 61 | +43,427 | New | Q4 2025 | Feb 12, 2026 |
| Advisor OS, LLC | History | Added to | 41,313 | 2,181 | 0.18% | 0.17% | 62 | +3,462 | 9.15% | Q4 2025 | Feb 04, 2026 |
| Summit Financial, LLC | History | Reduced | 39,591 | 2,090 | 0.03% | 0.03% | 63 | -278 | -0.7% | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | Added to | 38,439 | 2,029 | 0.19% | 0.18% | 64 | +1,683 | 4.58% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 38,014 | 2,008 | 0.0% | — | 65 | +38,014 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 34,653 | 1,830 | 0.01% | 0.03% | 66 | -49,880 | -59.01% | Q4 2025 | Jan 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 33,939 | 1,792 | 1.19% | 0.56% | 67 | +19,351 | 132.65% | Q4 2025 | Jan 07, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 33,757 | 1,782 | 1.32% | 1.26% | 68 | +3,468 | 11.45% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 33,357 | 1,761 | 0.01% | 0.02% | 69 | -31,539 | -48.6% | Q4 2025 | Feb 18, 2026 |
| Western Wealth Management, LLC | History | Added to | 33,304 | 1,758 | 0.08% | 0.08% | 70 | +3,028 | 10.0% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 30,957 | 1,634 | 0.01% | 0.0% | 71 | +19,118 | 161.48% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 30,418 | 1,606 | 0.01% | 0.01% | 72 | +9,758 | 47.23% | Q4 2025 | Feb 17, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 30,415 | 1,606 | 0.21% | 0.22% | 73 | +2,647 | 9.53% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 30,145 | 1,591 | 0.0% | 0.0% | 74 | +17,510 | 138.58% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 29,916 | 1,579 | 0.01% | 0.0% | 75 | +17,207 | 135.39% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 27,854 | 1,470 | 0.03% | 0.03% | 76 | +73 | 0.26% | Q4 2025 | Feb 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 27,422 | 1,448 | 0.02% | — | 77 | +27,422 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 27,422 | 1,448 | 0.07% | 0.09% | 78 | +1,869 | 7.31% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 27,408 | 1,447 | 0.02% | 0.02% | 79 | -4,550 | -14.24% | Q4 2025 | Feb 05, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 27,305 | 1,441 | 0.41% | 0.45% | 80 | -1,916 | -6.56% | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 27,121 | 1,432 | 0.52% | 0.5% | 81 | +2,233 | 8.97% | Q4 2025 | Feb 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 26,235 | 1,385 | 0.11% | — | 82 | +26,235 | New | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 20,849 | 1,100 | 0.0% | 0.01% | 83 | -152,971 | -88.01% | Q4 2025 | Jan 08, 2026 |
| ProCore Advisors, LLC | History | New | 20,481 | 1,081 | 1.11% | — | 84 | +20,481 | New | Q4 2025 | Jan 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 20,332 | 1,073 | 0.03% | 0.03% | 85 | -1,945 | -8.73% | Q4 2025 | Feb 17, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 19,513 | 1,030 | 0.19% | 0.16% | 86 | +3,164 | 19.35% | Q4 2025 | Jan 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,122 | 1,009 | 0.01% | 0.01% | 87 | +1,658 | 9.49% | Q4 2025 | Feb 17, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 17,681 | 934 | 0.25% | 0.25% | 88 | +768 | 4.54% | Q4 2025 | Feb 09, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 17,677 | 933 | 0.09% | 0.09% | 89 | +1,033 | 6.21% | Q4 2025 | Jan 26, 2026 |
| Balefire, LLC | History | Reduced | 15,934 | 841 | 0.16% | 0.23% | 90 | -5,480 | -25.59% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,847 | 836 | 0.01% | 0.0% | 91 | +15,813 | 46508.82% | Q4 2025 | Jan 23, 2026 |
| Narwhal Capital Management | History | Added to | 15,517 | 819 | 0.06% | 0.05% | 92 | +2,136 | 15.96% | Q4 2025 | Jan 30, 2026 |
| Castleview Partners, LLC | History | Reduced | 14,865 | 785 | 0.39% | 0.48% | 93 | -1,804 | -10.82% | Q4 2025 | Jan 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 14,832 | 783 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 14,700 | 776 | 0.01% | 0.01% | 95 | +4,000 | 37.38% | Q4 2025 | Feb 13, 2026 |
| OneAscent Family Office, LLC | History | Added to | 14,412 | 761 | 0.52% | 0.41% | 96 | +4,892 | 51.39% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 14,018 | 740 | 0.0% | 0.0% | 97 | -11,666 | -45.42% | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,562 | 716 | 0.03% | 0.03% | 98 | -671 | -4.71% | Q4 2025 | Jan 13, 2026 |
| Optivise Advisory Services LLC | History | Added to | 13,297 | 702 | 0.4% | 0.39% | 99 | +858 | 6.9% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Reduced | 13,081 | 690 | 0.0% | 0.0% | 100 | -755 | -5.46% | Q4 2025 | Feb 17, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 12,494 | 659 | 0.09% | 0.08% | 101 | +111 | 0.9% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,384 | 654 | 0.0% | 0.0% | 102 | +1,545 | 14.25% | Q4 2025 | Feb 02, 2026 |
| Ariadne Wealth Management, LP | History | New | 12,353 | 653 | 0.27% | — | 103 | +12,353 | New | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | No change | 11,374 | 603 | 0.01% | 0.02% | 104 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TCP Asset Management, LLC | History | Reduced | 11,151 | 588 | 0.1% | 0.11% | 105 | -20 | -0.18% | Q4 2025 | Jan 07, 2026 |
| Key Capital Management, INC | History | New | 10,439 | 551 | 0.55% | — | 106 | +10,439 | New | Q4 2025 | Jan 26, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,398 | 549 | 0.0% | — | 107 | +10,398 | New | Q4 2025 | Feb 10, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 9,175 | 484 | 0.05% | 0.03% | 108 | +4,675 | 103.89% | Q4 2025 | Jan 20, 2026 |
| Emissary Wealth LLC | History | New | 8,587 | 453 | 0.38% | — | 109 | +8,587 | New | Q4 2025 | Jan 27, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | New | 8,475 | 447 | 0.07% | — | 110 | +8,475 | New | Q4 2025 | Feb 12, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,398 | 443 | 0.08% | 0.08% | 111 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 7,216 | 381 | 0.26% | 0.27% | 112 | +76 | 1.06% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 6,861 | 362 | 0.13% | 0.12% | 113 | +1,377 | 25.11% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 6,815 | 359 | 0.0% | 0.0% | 114 | -183 | -2.62% | Q4 2025 | Feb 17, 2026 |
| RMR Wealth Builders | History | New | 6,727 | 355 | 0.03% | — | 115 | +6,727 | New | Q4 2025 | Jan 29, 2026 |
| LifeWealth Investments, LLC | History | Added to | 6,625 | 349 | 0.11% | 0.12% | 116 | +8 | 0.12% | Q4 2025 | Jan 26, 2026 |
| Portside Wealth Group, LLC | History | Added to | 6,593 | 348 | 0.05% | 0.05% | 117 | +345 | 5.52% | Q4 2025 | Jan 21, 2026 |
| Balboa Wealth Partners | History | Added to | 6,227 | 328 | 0.05% | 0.06% | 118 | +35 | 0.57% | Q4 2025 | Jan 16, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,036 | 318 | 0.01% | 0.01% | 119 | +792 | 15.1% | Q4 2025 | Feb 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 5,993 | 316 | 0.1% | 0.25% | 120 | -13,819 | -69.75% | Q4 2025 | Feb 02, 2026 |
| Heritage Family Offices, LLP | History | New | 6,000 | 316 | 0.14% | — | 121 | +6,000 | New | Q4 2025 | Jan 12, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 5,960 | 314 | 0.06% | 0.07% | 122 | +1,085 | 22.26% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 5,701 | 301 | 0.01% | — | 123 | +5,701 | New | Q4 2025 | Jan 09, 2026 |
| IFP Advisors, Inc | History | Added to | 5,662 | 299 | 0.01% | 0.01% | 124 | +1,748 | 44.66% | Q4 2025 | Feb 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 5,445 | 287 | 0.02% | 0.02% | 125 | +999 | 22.47% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,416 | 286 | 0.01% | 0.02% | 126 | -3,920 | -41.99% | Q4 2025 | Feb 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 5,366 | 283 | 0.1% | 0.11% | 127 | +72 | 1.36% | Q4 2025 | Feb 09, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 5,264 | 277 | 0.02% | 0.02% | 128 | -199 | -3.64% | Q4 2025 | Jan 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,103 | 269 | 0.0% | 0.0% | 129 | +1,097 | 27.38% | Q4 2025 | Feb 17, 2026 |
| L & S Advisors Inc | History | New | 5,056 | 267 | 0.02% | — | 130 | +5,056 | New | Q4 2025 | Feb 05, 2026 |
| Creekside Partners | History | Added to | 5,057 | 267 | 0.11% | 0.09% | 131 | +1,114 | 28.25% | Q4 2025 | Feb 13, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 5,025 | 265 | 0.1% | 0.19% | 132 | -5,015 | -49.95% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,996 | 263 | 0.01% | 0.01% | 133 | -189 | -3.65% | Q4 2025 | Feb 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 4,816 | 254 | 0.03% | 0.05% | 134 | -2,866 | -37.31% | Q4 2025 | Jan 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 4,744 | 250 | 0.22% | 0.21% | 135 | +354 | 8.06% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 4,492 | 237 | 0.0% | — | 136 | +4,492 | New | Q4 2025 | Jan 20, 2026 |
| Elequin Capital, LP | History | No change | 4,084 | 215 | 0.02% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 3,999 | 211 | 0.07% | — | 138 | +3,999 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 3,814 | 201 | 0.0% | — | 139 | +3,814 | New | Q4 2025 | Feb 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,775 | 199 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,784 | 147 | 0.05% | — | 141 | +2,784 | New | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 2,680 | 141 | 0.0% | 0.0% | 142 | -34 | -1.25% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,040 | 107 | 0.0% | 0.0% | 143 | -3,892 | -65.61% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 1,893 | 100 | 0.0% | — | 144 | +1,893 | New | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 1,729 | 91 | 0.0% | — | 145 | +1,729 | New | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 1,721 | 90 | 0.01% | 0.01% | 146 | +126 | 7.9% | Q4 2025 | Feb 18, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,344 | 70 | 0.01% | — | 147 | +1,344 | New | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,290 | 68 | 0.0% | — | 148 | +1,290 | New | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,250 | 66 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | New | 1,147 | 60 | 0.0% | — | 150 | +1,147 | New | Q4 2025 | Jan 29, 2026 |
| Raleigh Capital Management Inc. | History | New | 810 | 42 | 0.02% | — | 151 | +810 | New | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 705 | 37 | 0.0% | — | 152 | +705 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 612 | 32 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 516 | 27 | 0.0% | 0.0% | 154 | +92 | 21.7% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 300 | 15 | 0.0% | — | 155 | +300 | New | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Reduced | 263 | 14 | 0.0% | 0.0% | 156 | -442 | -62.7% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 282 | 14 | 0.0% | 0.0% | 157 | +3 | 1.08% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 224 | 11 | 0.0% | — | 159 | +224 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 218 | 11 | 0.0% | — | 158 | +218 | New | Q4 2025 | Feb 17, 2026 |
| Networth Advisors, LLC | History | New | 197 | 10 | 0.01% | — | 162 | +197 | New | Q4 2025 | Jan 22, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 200 | 10 | 0.0% | 0.0% | 161 | -16 | -7.41% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 205 | 10 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 180 | 9 | 0.0% | — | 163 | +180 | New | Q4 2025 | Feb 06, 2026 |
| Jessup Wealth Management, Inc | History | New | 157 | 8 | 0.0% | — | 164 | +157 | New | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | Added to | 119 | 6 | 0.0% | 0.0% | 165 | +2 | 1.71% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 112 | 5 | 0.0% | — | 166 | +112 | New | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 86 | 4 | 0.0% | — | 168 | +86 | New | Q4 2025 | Feb 05, 2026 |
| Scarborough Advisors, LLC | History | Added to | 90 | 4 | 0.0% | 0.0% | 167 | +1 | 1.12% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 57 | 3 | 0.0% | 0.0% | 169 | -192 | -77.11% | Q4 2025 | Jan 14, 2026 |
| Signature Equity Partners, LLC | History | New | 55 | 2 | 0.0% | — | 170 | +55 | New | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | New | 27 | 1 | 0.0% | — | 172 | +27 | New | Q4 2025 | Jan 16, 2026 |
| Elevated Capital Advisors, LLC | History | New | 23 | 1 | 0.0% | — | 173 | +23 | New | Q4 2025 | Jan 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 171 | -7 | -25.93% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.2% | — | -308,695 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -265,100 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 2.17% | — | -109,657 | -100.0% | Q3 2025 | Oct 31, 2025 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -77,379 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wayfinding Financial, LLC | History | Closed out | 0 | 0 | — | 1.25% | — | -54,820 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -29,851 | -100.0% | Q3 2025 | Nov 12, 2025 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -20,814 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IAMS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -20,241 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Chris Bulman Inc | History | Closed out | 0 | 0 | — | 0.17% | — | -6,524 | -100.0% | Q3 2025 | Oct 20, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,672 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,407 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -704 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 07, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 1 | 0 | — | — | — | -13 | -92.86% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |