Global X Funds - COPX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 5,384,456 | 386,550 | 0.02% | 0.02% | 1 | +766,399 | 16.6% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,941,055 | 358,188 | 0.54% | 0.38% | 2 | +948,968 | 23.77% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 3,777,913 | 271,217 | 0.03% | 0.02% | 3 | +148,930 | 4.1% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,942,489 | 139,451 | 0.02% | 0.0% | 4 | +1,418,404 | 270.64% | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | Added to | 1,583,170 | 114,491 | 0.09% | 0.04% | 5 | +659,497 | 71.4% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | No change | 1,312,149 | 94,199 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Added to | 1,113,573 | 79,943 | 0.0% | 0.0% | 7 | +68,362 | 6.54% | Q4 2025 | Feb 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 770,000 | 56,244 | 0.49% | — | 8 | +770,000 | New | Q4 2025 | Feb 03, 2026 |
| PointState Capital LP | History | New | 752,364 | 54,012 | 0.8% | — | 9 | +752,364 | New | Q4 2025 | Feb 17, 2026 |
| Kirkoswald Asset Management LLC | History | New | 710,000 | 50,970 | 6.41% | — | 10 | +710,000 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 677,774 | 48,657 | 0.01% | 0.0% | 11 | +308,371 | 83.48% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 600,447 | 43,106 | 0.0% | 0.0% | 12 | -488,174 | -44.84% | Q4 2025 | Feb 17, 2026 |
| Newbrook Capital Advisors LP | History | New | 543,229 | 38,998 | 4.89% | — | 13 | +543,229 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 466,543 | 33,493 | 0.01% | 0.0% | 14 | +237,695 | 103.87% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 412,753 | 29,631 | 0.01% | 0.0% | 15 | +106,304 | 34.69% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 399,217 | 28,654 | 0.11% | 0.04% | 16 | +241,915 | 153.79% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 365,418 | 26,259 | 0.01% | 0.0% | 17 | +121,229 | 49.65% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 345,000 | 24,767 | 0.04% | — | 18 | +345,000 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 315,887 | 22,677 | 0.0% | 0.0% | 19 | -60,670 | -16.11% | Q4 2025 | Jan 29, 2026 |
| Fielder Capital Group LLC | History | Reduced | 315,871 | 22,676 | 4.83% | 4.74% | 20 | -32,456 | -9.32% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 257,783 | 18,506 | 0.0% | 0.0% | 21 | -37,947 | -12.83% | Q4 2025 | Mar 25, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 229,007 | 16,440 | 0.01% | 0.0% | 22 | +200,291 | 697.49% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 216,875 | 15,569 | 0.02% | — | 23 | +216,875 | New | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 213,276 | 15,311 | 0.35% | 0.06% | 24 | +160,875 | 307.01% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 191,158 | 13,723 | 0.02% | 0.02% | 25 | +2,053 | 1.09% | Q4 2025 | Mar 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 176,916 | 12,700 | 0.0% | — | 26 | +176,916 | New | Q4 2025 | Feb 17, 2026 |
| Legend Financial Advisors, Inc. | History | Reduced | 163,624 | 11,746 | 7.11% | 7.27% | 27 | -34,591 | -17.45% | Q4 2025 | Jan 23, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 156,889 | 11,263 | 2.71% | 1.17% | 28 | +82,104 | 109.79% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 154,783 | 11,111 | 0.01% | 0.01% | 29 | -7,711 | -4.75% | Q4 2025 | Feb 13, 2026 |
| Black Swift Group, LLC | History | Added to | 142,466 | 10,231 | 1.71% | 1.24% | 30 | +24,746 | 21.02% | Q4 2025 | Feb 10, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 33,199 | 10,226 | 2.46% | 0.08% | 31 | +27,339 | 466.54% | Q4 2025 | Feb 12, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 134,801 | 9,676 | 2.73% | 0.0% | 32 | +134,651 | 89767.33% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 129,154 | 9,271 | 0.01% | 0.01% | 33 | +31,214 | 31.87% | Q4 2025 | Feb 12, 2026 |
| Guardian Partners Inc. | History | Reduced | 129,100 | 9,268 | 0.74% | 0.74% | 34 | -16,304 | -11.21% | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (HK) LTD | History | Added to | 128,459 | 9,222 | 1.31% | 0.25% | 35 | +98,359 | 326.77% | Q4 2025 | Feb 13, 2026 |
| Sollinda Capital Management LLC | History | New | 126,727 | 9,097 | 2.32% | — | 36 | +126,727 | New | Q4 2025 | Jan 15, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 126,087 | 9,051 | 0.91% | 0.44% | 37 | +53,593 | 73.93% | Q4 2025 | Jan 26, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | New | 124,477 | 8,936 | 0.97% | — | 38 | +124,477 | New | Q4 2025 | Feb 11, 2026 |
| Amitell Capital Pte Ltd | History | New | 124,165 | 8,913 | 9.97% | — | 39 | +124,165 | New | Q4 2025 | Feb 12, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 108,278 | 7,773 | 2.2% | 1.16% | 40 | +41,947 | 63.24% | Q4 2025 | Feb 05, 2026 |
| LMR Partners LLP | History | New | 107,895 | 7,745 | 0.01% | — | 41 | +107,895 | New | Q4 2025 | Feb 17, 2026 |
| Cercano Management LLC | History | New | 107,493 | 7,716 | 0.29% | — | 42 | +107,493 | New | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 102,643 | 7,368 | 0.11% | 0.11% | 43 | -13,799 | -11.85% | Q4 2025 | Feb 09, 2026 |
| Trek Financial, LLC | History | Added to | 99,781 | 7,163 | 0.41% | 0.32% | 44 | +9,370 | 10.36% | Q4 2025 | Feb 04, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 97,122 | 6,972 | 0.01% | 0.0% | 45 | +90,796 | 1435.28% | Q4 2025 | Feb 12, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 96,619 | 6,936 | 1.65% | 0.47% | 46 | +62,603 | 184.04% | Q4 2025 | Feb 13, 2026 |
| Belvedere Trading LLC | History | New | 94,950 | 6,816 | 0.01% | — | 47 | +94,950 | New | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 88,375 | 6,344 | 0.03% | 0.03% | 48 | +5,391 | 6.5% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 84,633 | 6,075 | 0.02% | 0.02% | 49 | -12,798 | -13.14% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 79,792 | 5,728 | 0.0% | 0.0% | 50 | +21,141 | 36.05% | Q4 2025 | Feb 18, 2026 |
| BARCLAYS PLC | History | Reduced | 75,829 | 5,443 | 0.0% | 0.01% | 51 | -381,627 | -83.42% | Q4 2025 | Feb 13, 2026 |
| Greenwich Wealth Management LLC | History | New | 72,863 | 5,231 | 0.23% | — | 52 | +72,863 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 72,633 | 5,214 | 0.0% | 0.0% | 53 | +61,549 | 555.3% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 70,900 | 5,089 | 0.0% | 0.0% | 54 | -11,200 | -13.64% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | New | 67,368 | 4,836 | 0.16% | — | 55 | +67,368 | New | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 66,394 | 4,766 | 0.01% | 0.01% | 56 | -49,939 | -42.93% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 66,210 | 4,753 | 0.0% | 0.0% | 57 | +5,904 | 9.79% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 62,463 | 4,484 | 0.03% | 0.0% | 58 | +54,148 | 651.21% | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 61,305 | 4,401 | 0.53% | 0.46% | 59 | +1,594 | 2.67% | Q4 2025 | Jan 22, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 60,976 | 4,370 | 0.03% | 0.02% | 60 | +9,949 | 19.5% | Q4 2025 | Jan 27, 2026 |
| K.J. Harrison & Partners Inc | History | New | 60,022 | 4,308 | 0.57% | — | 61 | +60,022 | New | Q4 2025 | Feb 03, 2026 |
| L & S Advisors Inc | History | New | 58,772 | 4,219 | 0.39% | — | 62 | +58,772 | New | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 52,216 | 3,748 | 0.02% | 0.01% | 63 | +12,456 | 31.33% | Q4 2025 | Feb 17, 2026 |
| Valence8 US LP | History | No change | 50,266 | 3,608 | 1.07% | 1.03% | 64 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 50,000 | 3,589 | 0.29% | — | 65 | +50,000 | New | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | New | 48,282 | 3,466 | 0.06% | — | 66 | +48,282 | New | Q4 2025 | Feb 18, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 46,100 | 3,309 | 1.58% | 2.01% | 67 | -13,000 | -22.0% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 42,129 | 3,289 | 0.0% | 0.0% | 68 | -1,144 | -2.64% | Q4 2025 | Jan 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 45,235 | 3,247 | 0.0% | 0.0% | 69 | +37,550 | 488.61% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 42,394 | 3,043 | 0.0% | 0.0% | 70 | +9,082 | 27.26% | Q4 2025 | Feb 17, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 41,267 | 2,962 | 2.1% | 1.81% | 71 | -793 | -1.89% | Q4 2025 | Feb 11, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 38,485 | 2,789 | 0.37% | 0.27% | 72 | +549 | 1.45% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 38,489 | 2,763 | 0.0% | 0.0% | 73 | +308 | 0.81% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | No change | 37,622 | 2,763 | 0.04% | 0.03% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HITE Hedge Asset Management LLC | History | New | 38,231 | 2,744 | 0.18% | — | 75 | +38,231 | New | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Group | History | New | 37,960 | 2,725 | 0.31% | — | 76 | +37,960 | New | Q4 2025 | Feb 11, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | New | 37,245 | 2,673 | 1.89% | — | 77 | +37,245 | New | Q4 2025 | Feb 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 36,294 | 2,605 | 0.05% | — | 78 | +36,294 | New | Q4 2025 | Feb 19, 2026 |
| Clear Creek Financial Management, LLC | History | New | 34,871 | 2,503 | 0.2% | — | 79 | +34,871 | New | Q4 2025 | Jan 23, 2026 |
| Capital Wealth Planning, LLC | History | New | 34,507 | 2,477 | 0.02% | — | 80 | +34,507 | New | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 33,076 | 2,374 | 0.0% | 0.0% | 81 | +57 | 0.17% | Q4 2025 | Feb 17, 2026 |
| SPROTT INC. | History | Added to | 32,365 | 2,323 | 0.08% | 0.05% | 82 | +8,930 | 38.11% | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, LLC | History | Added to | 31,756 | 2,279 | 0.23% | 0.11% | 83 | +13,684 | 75.72% | Q4 2025 | Feb 11, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 31,388 | 2,253 | 0.01% | 0.01% | 84 | -1,752 | -5.29% | Q4 2025 | Feb 12, 2026 |
| Centiva Capital, LP | History | New | 30,180 | 2,166 | 0.02% | — | 85 | +30,180 | New | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | New | 30,000 | 2,153 | 0.05% | — | 86 | +30,000 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,730 | 2,134 | 0.01% | 0.0% | 87 | +5,363 | 22.01% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 28,967 | 2,079 | 0.01% | 0.01% | 88 | +6,298 | 27.78% | Q4 2025 | Feb 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 28,200 | 2,024 | 0.42% | — | 89 | +28,200 | New | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 27,472 | 1,972 | 0.0% | 0.0% | 90 | +6,755 | 32.61% | Q4 2025 | Feb 17, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 27,133 | 1,947 | 1.16% | 1.28% | 91 | -4,922 | -15.35% | Q4 2025 | Feb 04, 2026 |
| Balefire, LLC | History | Added to | 25,771 | 1,850 | 0.36% | 0.14% | 92 | +14,335 | 125.35% | Q4 2025 | Jan 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 64,777 | 1,765 | 0.04% | 0.06% | 93 | +12,215 | 23.24% | Q4 2025 | Feb 11, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 24,520 | 1,760 | 0.07% | 0.06% | 94 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 24,258 | 1,741 | 0.0% | — | 95 | +24,258 | New | Q4 2025 | Feb 13, 2026 |
| Tradewinds, LLC. | History | Added to | 24,105 | 1,730 | 0.41% | 0.07% | 96 | +19,188 | 390.24% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 24,077 | 1,728 | 0.01% | 0.0% | 97 | +14,362 | 147.83% | Q4 2025 | Jan 29, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 24,057 | 1,727 | 0.2% | 0.16% | 98 | +2,462 | 11.4% | Q4 2025 | Jan 09, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 24,000 | 1,722 | 0.22% | — | 99 | +24,000 | New | Q4 2025 | Feb 17, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Added to | 22,977 | 1,678 | 1.59% | 0.85% | 100 | +3,485 | 17.88% | Q4 2025 | Jan 13, 2026 |
| Fortis Group Advisors, LLC | History | New | 19,547 | 1,657 | 0.28% | — | 101 | +19,547 | New | Q4 2025 | Feb 06, 2026 |
| Tactive Advisors, LLC | History | Reduced | 22,615 | 1,623 | 0.48% | 0.4% | 102 | -1,057 | -4.47% | Q4 2025 | Jan 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,583 | 1,621 | 0.0% | 0.0% | 103 | -1,890 | -7.72% | Q4 2025 | Feb 10, 2026 |
| Silphium Asset Management Ltd | History | New | 22,400 | 1,608 | 0.68% | — | 104 | +22,400 | New | Q4 2025 | Jan 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 22,095 | 1,586 | 0.02% | — | 106 | +22,095 | New | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 22,098 | 1,586 | 0.0% | 0.0% | 105 | -4,985 | -18.41% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 21,999 | 1,579 | 0.0% | 0.0% | 107 | -14,435 | -39.62% | Q4 2025 | Feb 10, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 20,170 | 1,448 | 1.07% | 1.19% | 108 | -5,398 | -21.11% | Q4 2025 | Feb 05, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 19,806 | 1,421 | 0.0% | — | 109 | +19,806 | New | Q4 2025 | Feb 17, 2026 |
| Miller Global Investments, LLC | History | New | 18,462 | 1,325 | 1.2% | — | 110 | +18,462 | New | Q4 2025 | Jan 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 17,854 | 1,311 | 0.03% | 0.01% | 111 | +9,930 | 125.32% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | New | 18,000 | 1,292 | 0.03% | — | 112 | +18,000 | New | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 17,569 | 1,261 | 0.05% | — | 113 | +17,569 | New | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,255 | 1,238 | 0.0% | 0.0% | 114 | +60 | 0.35% | Q4 2025 | Feb 18, 2026 |
| WT Wealth Management | History | Added to | 17,204 | 1,235 | 0.36% | 0.29% | 115 | +88 | 0.51% | Q4 2025 | Feb 02, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 16,701 | 1,198 | 0.23% | 0.24% | 116 | -3,830 | -18.65% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,172 | 1,160 | 0.0% | 0.0% | 117 | +358 | 2.26% | Q4 2025 | Feb 02, 2026 |
| GTS SECURITIES LLC | History | Reduced | 16,051 | 1,152 | 0.04% | 0.04% | 118 | -1,961 | -10.89% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 15,704 | 1,127 | 0.03% | 0.03% | 119 | -161 | -1.01% | Q4 2025 | Jan 23, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 15,652 | 1,123 | 0.19% | 0.06% | 120 | +9,223 | 143.46% | Q4 2025 | Jan 29, 2026 |
| Smart Portfolios, LLC | History | Reduced | 15,236 | 1,093 | 1.09% | 0.94% | 121 | -1,137 | -6.94% | Q4 2025 | Jan 30, 2026 |
| Cumberland Partners Ltd | History | New | 15,000 | 1,076 | 0.07% | — | 122 | +15,000 | New | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 14,917 | 1,070 | 0.05% | — | 123 | +14,917 | New | Q4 2025 | Jan 21, 2026 |
| SG Americas Securities, LLC | History | Reduced | 13,996 | 1,005 | 0.0% | 0.02% | 124 | -76,889 | -84.6% | Q4 2025 | Jan 09, 2026 |
| DENALI ADVISORS LLC | History | Added to | 13,021 | 934 | 0.1% | 0.09% | 125 | +21 | 0.16% | Q4 2025 | Feb 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 13,000 | 933 | 0.0% | 0.01% | 126 | -14,360 | -52.49% | Q4 2025 | Jan 26, 2026 |
| Proficio Capital Partners LLC | History | New | 12,787 | 917 | 0.06% | — | 127 | +12,787 | New | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 12,740 | 914 | 0.02% | 0.01% | 128 | +6,431 | 101.93% | Q4 2025 | Feb 12, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 11,789 | 846 | 0.31% | 0.28% | 129 | -552 | -4.47% | Q4 2025 | Jan 27, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 11,725 | 841 | 0.08% | 0.06% | 130 | +1,860 | 18.85% | Q4 2025 | Jan 30, 2026 |
| Rathbones Group PLC | History | Reduced | 11,577 | 831 | 0.0% | 0.0% | 131 | -1,131 | -8.9% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 11,404 | 819 | 0.0% | 0.0% | 132 | -8,879 | -43.78% | Q4 2025 | Feb 05, 2026 |
| Advisory Alpha, LLC | History | Added to | 9,810 | 704 | 0.02% | 0.02% | 133 | +335 | 3.54% | Q4 2025 | Feb 06, 2026 |
| Garde Capital, Inc. | History | No change | 9,489 | 681 | 0.04% | 0.03% | 134 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 9,300 | 667 | 0.04% | 0.02% | 135 | +4,000 | 75.47% | Q4 2025 | Jan 07, 2026 |
| GK Wealth Management LLC | History | Added to | 9,059 | 650 | 0.43% | 0.35% | 136 | +959 | 11.84% | Q4 2025 | Jan 05, 2026 |
| Virtu Financial LLC | History | New | 8,950 | 642 | 0.02% | — | 137 | +8,950 | New | Q4 2025 | Feb 23, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 8,916 | 640 | 0.13% | 0.14% | 138 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 8,825 | 633 | 0.09% | 0.04% | 139 | +4,455 | 101.95% | Q4 2025 | Jan 23, 2026 |
| Marex Group plc | History | Added to | 8,774 | 629 | 0.0% | 0.0% | 140 | +1,630 | 22.82% | Q4 2025 | Feb 12, 2026 |
| Synergy Asset Management, LLC | History | New | 8,734 | 627 | 0.07% | — | 141 | +8,734 | New | Q4 2025 | Jan 13, 2026 |
| Oceanic Investment Management LTD | History | New | 8,694 | 624 | 0.65% | — | 142 | +8,694 | New | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,651 | 621 | 0.01% | 0.01% | 143 | +88 | 1.03% | Q4 2025 | Jan 20, 2026 |
| Compagnie Lombard Odier SCmA | History | New | 8,600 | 617 | 0.01% | — | 144 | +8,600 | New | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | Added to | 8,451 | 606 | 0.0% | 0.0% | 145 | +369 | 4.57% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Reduced | 8,068 | 587 | 0.02% | 0.01% | 146 | -25 | -0.31% | Q4 2025 | Jan 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 7,850 | 576 | 0.02% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EFG International AG | History | New | 8,029 | 575 | 0.01% | — | 148 | +8,029 | New | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,732 | 568 | 0.01% | 0.01% | 149 | +389 | 5.3% | Q4 2025 | Jan 29, 2026 |
| TORNO CAPITAL, LLC | History | New | 7,700 | 552 | 0.12% | — | 150 | +7,700 | New | Q4 2025 | Feb 17, 2026 |
| Revisor Wealth Management LLC | History | New | 7,118 | 551 | 0.15% | — | 151 | +7,118 | New | Q4 2025 | Jan 27, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 7,640 | 548 | 0.21% | — | 152 | +7,640 | New | Q4 2025 | Feb 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | New | 7,600 | 545 | 0.03% | — | 153 | +7,600 | New | Q4 2025 | Feb 02, 2026 |
| CapWealth Advisors, LLC | History | No change | 7,500 | 538 | 0.04% | 0.03% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BFI Infinity Ltd. | History | No change | 7,423 | 532 | 0.33% | 0.29% | 155 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| E&G Advisors, LP | History | Added to | 7,370 | 529 | 0.12% | 0.09% | 156 | +1,050 | 16.61% | Q4 2025 | Jan 23, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 5,841 | 515 | 0.2% | — | 157 | +5,841 | New | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,148 | 513 | 0.0% | 0.0% | 158 | +2,803 | 64.51% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 7,050 | 506 | 0.01% | — | 159 | +7,050 | New | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | New | 7,005 | 502 | 0.02% | — | 161 | +7,005 | New | Q4 2025 | Feb 17, 2026 |
| South Shore Capital Advisors | History | New | 7,000 | 502 | 0.37% | — | 160 | +7,000 | New | Q4 2025 | Jan 21, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,657 | 498 | 0.02% | 0.01% | 162 | -222 | -3.78% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 6,920 | 496 | 0.0% | — | 163 | +6,920 | New | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,610 | 474 | 0.0% | 0.0% | 165 | +1,035 | 18.57% | Q4 2025 | Jan 29, 2026 |
| Concentrum Wealth Management | History | No change | 6,607 | 474 | 0.13% | 0.11% | 164 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 6,562 | 471 | 0.09% | 0.07% | 166 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Added to | 6,513 | 467 | 0.0% | 0.0% | 167 | +1,879 | 40.55% | Q4 2025 | Feb 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 6,450 | 463 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,341 | 455 | 0.0% | 0.0% | 169 | +1,441 | 29.41% | Q4 2025 | Feb 17, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 6,247 | 448 | 0.37% | 0.31% | 170 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Generation Capital Management LLC | History | New | 6,140 | 440 | 0.29% | — | 171 | +6,140 | New | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 6,125 | 439 | 0.03% | 0.02% | 172 | +1,850 | 43.27% | Q4 2025 | Feb 17, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 5,780 | 414 | 0.19% | 0.14% | 173 | +650 | 12.67% | Q4 2025 | Jan 14, 2026 |
| PACK Private Wealth, LLC | History | No change | 5,746 | 412 | 0.19% | 0.16% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 5,693 | 408 | 0.0% | — | 175 | +5,693 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 5,402 | 387 | 0.0% | 0.0% | 176 | -266 | -4.69% | Q4 2025 | Jan 29, 2026 |
| Ethos Financial Group, LLC | History | New | 5,209 | 382 | 0.03% | — | 178 | +5,209 | New | Q4 2025 | Jan 20, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Added to | 5,322 | 382 | 0.01% | 0.0% | 177 | +1,440 | 37.09% | Q4 2025 | Feb 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 5,235 | 375 | 0.01% | 0.0% | 179 | +575 | 12.34% | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,211 | 374 | 0.0% | 0.0% | 180 | +1,772 | 51.53% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | New | 4,906 | 352 | 0.0% | — | 181 | +4,906 | New | Q4 2025 | Feb 13, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 4,836 | 347 | 0.15% | 0.22% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Banco BTG Pactual S.A. | History | Reduced | 4,800 | 344 | 0.06% | 0.07% | 183 | -3,300 | -40.74% | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Reduced | 4,790 | 343 | 0.02% | 0.01% | 184 | -300 | -5.89% | Q4 2025 | Feb 13, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 4,715 | 338 | 0.11% | — | 185 | +4,715 | New | Q4 2025 | Feb 06, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 4,659 | 334 | 0.02% | — | 186 | +4,659 | New | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 4,645 | 333 | 0.02% | 0.02% | 187 | -1,714 | -26.95% | Q4 2025 | Jan 15, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 4,632 | 332 | 0.18% | — | 188 | +4,632 | New | Q4 2025 | Feb 23, 2026 |
| J.Safra Asset Management Corp | History | Added to | 4,622 | 331 | 0.02% | 0.01% | 189 | +764 | 19.8% | Q4 2025 | Feb 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 4,572 | 328 | 0.02% | 0.02% | 190 | +70 | 1.55% | Q4 2025 | Jan 13, 2026 |
| Modern Wealth Management, LLC | History | New | 4,513 | 323 | 0.01% | — | 191 | +4,513 | New | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,463 | 320 | 0.0% | 0.0% | 192 | -554 | -11.04% | Q4 2025 | Feb 05, 2026 |
| Vanguard Capital Wealth Advisors | History | New | 4,430 | 318 | 0.25% | — | 193 | +4,430 | New | Q4 2025 | Jan 16, 2026 |
| Ursa Fund Management, LLC | History | New | 4,300 | 308 | 0.01% | — | 194 | +4,300 | New | Q4 2025 | Feb 17, 2026 |
| HFG Advisors, Inc. | History | New | 4,262 | 305 | 0.22% | — | 195 | +4,262 | New | Q4 2025 | Feb 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 4,247 | 304 | 0.02% | 0.01% | 196 | +507 | 13.56% | Q4 2025 | Jan 27, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,202 | 301 | 0.01% | 0.01% | 197 | +327 | 8.44% | Q4 2025 | Feb 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,126 | 296 | 0.01% | 0.01% | 198 | +600 | 17.02% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 4,079 | 292 | 0.0% | 0.0% | 199 | -6,472 | -61.34% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | New | 4,081 | 292 | 0.0% | — | 200 | +4,081 | New | Q4 2025 | Jan 15, 2026 |
| West Tower Group, LLC | History | New | 4,000 | 287 | 0.65% | — | 202 | +4,000 | New | Q4 2025 | Feb 04, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 4,000 | 287 | 0.04% | 0.03% | 201 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 3,837 | 275 | 0.01% | 0.01% | 203 | +300 | 8.48% | Q4 2025 | Jan 23, 2026 |
| Bluesphere Advisors LLC | History | New | 3,806 | 273 | 0.12% | — | 205 | +3,806 | New | Q4 2025 | Jan 21, 2026 |
| WEXFORD CAPITAL LP | History | Added to | 3,812 | 273 | 0.05% | 0.03% | 204 | +400 | 11.72% | Q4 2025 | Feb 13, 2026 |
| Estate Counselors, LLC | History | No change | 3,800 | 272 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 3,750 | 269 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 3,540 | 254 | 0.23% | 0.2% | 208 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| IvyRock Asset Management (HK) Ltd | History | New | 3,500 | 251 | 0.13% | — | 210 | +3,500 | New | Q4 2025 | Feb 11, 2026 |
| First PREMIER Bank | History | No change | 3,500 | 251 | 0.06% | 0.05% | 209 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | New | 3,477 | 249 | 0.0% | — | 211 | +3,477 | New | Q4 2025 | Feb 17, 2026 |
| SFG Wealth Management, LLC. | History | New | 3,433 | 246 | 0.1% | — | 213 | +3,433 | New | Q4 2025 | Feb 03, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 3,432 | 246 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 3,382 | 242 | 0.0% | 0.01% | 214 | -2,595 | -43.42% | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | New | 3,350 | 240 | 0.02% | — | 215 | +3,350 | New | Q4 2025 | Feb 04, 2026 |
| Castleview Partners, LLC | History | New | 3,251 | 233 | 0.12% | — | 216 | +3,251 | New | Q4 2025 | Jan 12, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 3,227 | 231 | 0.1% | — | 218 | +3,227 | New | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,231 | 231 | 0.0% | 0.0% | 217 | +1,146 | 54.96% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,179 | 228 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3,059 | 219 | 0.11% | 0.13% | 220 | -2,637 | -46.3% | Q4 2025 | Feb 18, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | New | 3,049 | 218 | 0.05% | — | 221 | +3,049 | New | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,042 | 218 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 3,019 | 216 | 0.02% | 0.05% | 223 | -4,737 | -61.08% | Q4 2025 | Jan 23, 2026 |
| Quantum Portfolio Management LLC | History | New | 2,988 | 214 | 0.09% | — | 224 | +2,988 | New | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | New | 2,910 | 208 | 0.0% | — | 225 | +2,910 | New | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | New | 2,562 | 206 | 0.01% | — | 226 | +2,562 | New | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 2,828 | 203 | 0.01% | — | 227 | +2,828 | New | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 2,609 | 191 | 0.08% | — | 228 | +2,609 | New | Q4 2025 | Jan 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 2,300 | 165 | 0.0% | 0.0% | 229 | -1,200 | -34.29% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,279 | 163 | 0.01% | 0.0% | 230 | +1,979 | 659.67% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Added to | 2,022 | 146 | 0.0% | 0.0% | 231 | +1,515 | 298.82% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 2,000 | 143 | 0.01% | — | 232 | +2,000 | New | Q4 2025 | Feb 06, 2026 |
| Purpose Unlimited Inc. | History | New | 1,954 | 140 | 0.01% | — | 233 | +1,954 | New | Q4 2025 | Mar 20, 2026 |
| ORG Partners LLC | History | Added to | 1,738 | 124 | 0.02% | 0.02% | 234 | +163 | 10.35% | Q4 2025 | Jan 14, 2026 |
| Inlight Wealth Management, LLC | History | No change | 1,500 | 107 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,416 | 101 | 0.0% | 0.0% | 236 | +827 | 140.41% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 1,317 | 95 | 0.0% | 0.0% | 237 | +944 | 253.08% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,288 | 94 | 0.0% | 0.0% | 238 | +200 | 18.38% | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,147 | 82 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,129 | 81 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 1,000 | 71 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 977 | 70 | 0.0% | 0.0% | 242 | +411 | 72.61% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 20,903 | 56 | 0.0% | — | 243 | +20,903 | New | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | No change | 709 | 50 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 670 | 47 | 0.0% | 0.0% | 245 | -5,303 | -88.78% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | No change | 663 | 47 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 606 | 43 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 500 | 35 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| AE Wealth Management LLC | History | Added to | 449 | 32 | 0.0% | 0.0% | 250 | +8 | 1.81% | Q4 2025 | Jan 26, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 440 | 32 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Caitlin John, LLC | History | Reduced | 445 | 31 | 0.02% | 0.02% | 251 | -107 | -19.38% | Q4 2025 | Feb 18, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | New | 424 | 30 | 0.03% | — | 252 | +424 | New | Q4 2025 | Jan 14, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 415 | 29 | 0.01% | 0.7% | 253 | -35,669 | -98.85% | Q4 2025 | Jan 28, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 388 | 27 | 0.0% | — | 254 | +388 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 338 | 24 | 0.0% | 0.0% | 255 | +75 | 28.52% | Q4 2025 | Jan 20, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 341 | 24 | 0.0% | 0.0% | 257 | -65 | -16.01% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 340 | 24 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 332 | 23 | 0.0% | — | 259 | +332 | New | Q4 2025 | Feb 12, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 330 | 23 | 0.01% | — | 260 | +330 | New | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | No change | 300 | 23 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advisors Preferred, LLC | History | New | 273 | 19 | 0.0% | — | 261 | +273 | New | Q4 2025 | Feb 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 264 | 18 | 0.01% | — | 263 | +264 | New | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 256 | 18 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 230 | 17 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Added to | 209 | 15 | 0.0% | 0.0% | 265 | +159 | 318.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 200 | 14 | 0.0% | 0.0% | 267 | -50 | -20.0% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 200 | 14 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Winch Advisory Services, LLC | History | No change | 187 | 13 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Groupe la Francaise | History | New | 207 | 12 | 0.0% | — | 270 | +207 | New | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 140 | 10 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 131 | 9 | 0.0% | — | 272 | +131 | New | Q4 2025 | Feb 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 117 | 8 | 0.0% | 0.0% | 273 | +40 | 51.95% | Q4 2025 | Jan 16, 2026 |
| Operose Advisors LLC | History | No change | 107 | 7 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 110 | 7 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aspect Partners, LLC | History | New | 87 | 6 | 0.0% | — | 277 | +87 | New | Q4 2025 | Jan 23, 2026 |
| Copia Wealth Management | History | New | 86 | 6 | 0.0% | — | 278 | +86 | New | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 84 | 6 | 0.0% | 0.0% | 276 | +24 | 40.0% | Q4 2025 | Feb 17, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 71 | 5 | 0.0% | 0.01% | 280 | -33 | -31.73% | Q4 2025 | Jan 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 77 | 5 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sankala Group LLC | History | New | 50 | 4 | 0.0% | — | 282 | +50 | New | Q4 2025 | Mar 02, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 45 | 3 | 0.0% | — | 286 | +45 | New | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 45 | 3 | 0.0% | 0.0% | 285 | +25 | 125.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 53 | 3 | 0.0% | 0.0% | 283 | +17 | 47.22% | Q4 2025 | Feb 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 46 | 3 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 35 | 2 | 0.0% | — | 288 | +35 | New | Q4 2025 | Jan 27, 2026 |
| Global Wealth Strategies & Associates | History | New | 31 | 2 | 0.0% | — | 287 | +31 | New | Q4 2025 | Jan 02, 2026 |
| Beacon Capital Management, Inc. | History | New | 22 | 1 | 0.0% | — | 291 | +22 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 18 | 1 | 0.0% | — | 290 | +18 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 22 | 1 | 0.0% | 0.0% | 289 | +5 | 29.41% | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Compass Financial Services Inc | History | No change | 20 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.16% | — | -1,554,039 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealth High Governance Capital Ltda | History | Closed out | 0 | 0 | — | 9.28% | — | -540,001 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Merewether Investment Management, LP | History | Closed out | 0 | 0 | — | 0.54% | — | -379,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BW Gestao de Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.94% | — | -359,999 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -265,100 | -100.0% | Q3 2025 | Mar 30, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -130,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,706 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,550 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,782 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,902 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,269 | -100.0% | Q3 2025 | Oct 17, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.05% | — | -7,984 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,393 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Mizuho Markets Cayman LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,918 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,450 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -1,360 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -881 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -310 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Oct 24, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Laurel Wealth Advisors LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 30, 2026 |
| Park Square Financial Group, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 05, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kozak & Associates, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |