Pacer Funds Trust - COWG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,763,249 | 238,134 | 0.02% | 0.02% | 1 | -314,329 | -4.44% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 5,492,159 | 193,378 | 0.05% | 0.05% | 2 | +408,565 | 8.04% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,636,620 | 92,835 | 0.03% | 0.03% | 3 | +158,253 | 6.39% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,529,540 | 89,065 | 0.02% | 0.02% | 4 | +4,373 | 0.17% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,863,625 | 65,618 | 0.02% | 0.02% | 5 | +170,888 | 10.1% | Q4 2025 | Feb 10, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 1,853,892 | 65,275 | 5.37% | 6.03% | 6 | -75,348 | -3.91% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,704,200 | 60,004 | 0.04% | 0.04% | 7 | +137,518 | 8.78% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,553,074 | 54,683 | 0.0% | 0.01% | 8 | -1,012,589 | -39.47% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,148,848 | 40,450 | 0.1% | 0.09% | 9 | +183,377 | 18.99% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,044,339 | 36,771 | 0.04% | 0.04% | 10 | +23,159 | 2.27% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,002,149 | 35,287 | 0.05% | 0.05% | 11 | -78,015 | -7.22% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 949,171 | 33,420 | 0.09% | 0.11% | 12 | -196,993 | -17.19% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 693,939 | 24,433 | 0.1% | 0.11% | 13 | +39,947 | 6.11% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 680,958 | 23,976 | 0.02% | 0.01% | 14 | +64,475 | 10.46% | Q4 2025 | Feb 10, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 651,817 | 22,950 | 2.32% | 2.5% | 15 | -16,204 | -2.43% | Q4 2025 | Jan 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 629,591 | 22,167 | 0.03% | 0.04% | 16 | -191,054 | -23.28% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 580,577 | 21,098 | 0.03% | 0.02% | 17 | +144,340 | 33.09% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 595,405 | 20,964 | 0.04% | 0.01% | 18 | +492,261 | 477.26% | Q4 2025 | Mar 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 537,887 | 18,939 | 0.03% | 0.03% | 19 | +8,463 | 1.6% | Q4 2025 | Feb 02, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 526,197 | 18,527 | 0.11% | 0.09% | 20 | +116,108 | 28.31% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 494,570 | 17,413 | 0.13% | 0.14% | 21 | -8,156 | -1.62% | Q4 2025 | Feb 12, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 476,199 | 16,776 | 1.25% | 1.01% | 22 | +115,786 | 32.13% | Q4 2025 | Jan 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 455,614 | 16,042 | 0.21% | 0.24% | 23 | +7,866 | 1.76% | Q4 2025 | Feb 10, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 452,430 | 15,930 | 3.74% | 3.96% | 24 | +10,131 | 2.29% | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 451,272 | 15,889 | 0.0% | — | 25 | +451,272 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 429,973 | 15,139 | 0.02% | 0.02% | 26 | +4,798 | 1.13% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 376,866 | 13,269 | 0.27% | 0.29% | 27 | +20,864 | 5.86% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 334,654 | 11,783 | 0.06% | 0.07% | 28 | +16,945 | 5.33% | Q4 2025 | Feb 12, 2026 |
| Marble Wealth, LLC | History | New | 319,703 | 11,256 | 1.56% | — | 29 | +319,703 | New | Q4 2025 | Feb 10, 2026 |
| Sylvest Advisors, LLC | History | Reduced | 304,194 | 10,710 | 5.71% | 6.02% | 30 | -4,335 | -1.41% | Q4 2025 | Jan 20, 2026 |
| RVW Wealth, LLC | History | Added to | 296,578 | 10,442 | 0.8% | 0.7% | 31 | +49,749 | 20.16% | Q4 2025 | Jan 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 294,276 | 10,361 | 1.13% | 0.43% | 32 | +189,262 | 180.23% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Added to | 284,983 | 10,034 | 0.01% | 0.01% | 33 | +5,875 | 2.1% | Q4 2025 | Feb 13, 2026 |
| Mason & Associates Inc | History | Added to | 250,371 | 8,815 | 1.66% | 1.07% | 34 | +104,308 | 71.41% | Q4 2025 | Feb 05, 2026 |
| Plan Group Financial, LLC | History | Added to | 228,055 | 8,029 | 2.08% | 1.86% | 35 | +36,882 | 19.29% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 227,682 | 8,016 | 0.42% | 0.43% | 36 | +12,996 | 6.05% | Q4 2025 | Feb 05, 2026 |
| BNB Wealth Management, LLC | History | New | 225,597 | 7,943 | 5.12% | — | 37 | +225,597 | New | Q4 2025 | Feb 17, 2026 |
| Team Financial Group, LLC | History | Added to | 225,247 | 7,930 | 3.6% | 3.67% | 38 | +6,917 | 3.17% | Q4 2025 | Jan 13, 2026 |
| RFG Advisory, LLC | History | Added to | 204,562 | 7,202 | 0.14% | 0.13% | 39 | +25,641 | 14.33% | Q4 2025 | Feb 03, 2026 |
| Nilsine Partners, LLC | History | Added to | 199,716 | 7,032 | 0.61% | 0.6% | 40 | +14,667 | 7.93% | Q4 2025 | Jan 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 187,316 | 6,595 | 0.1% | 0.1% | 41 | +9,703 | 5.46% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Reduced | 179,347 | 6,390 | 0.28% | 0.36% | 42 | -50,848 | -22.09% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 181,384 | 6,386 | 0.01% | 0.01% | 43 | +1,501 | 0.83% | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 177,000 | 6,232 | 3.45% | 3.33% | 44 | +3,634 | 2.1% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 154,853 | 5,452 | 0.0% | 0.0% | 45 | +34,316 | 28.47% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 146,928 | 5,173 | 0.24% | 0.22% | 46 | +7,478 | 5.36% | Q4 2025 | Jan 21, 2026 |
| Rubicon Advisors, GP | History | New | 145,354 | 5,117 | 4.73% | — | 47 | +145,354 | New | Q4 2025 | Mar 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 137,873 | 4,854 | 0.3% | 0.47% | 48 | -41,063 | -22.95% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 134,298 | 4,728 | 0.07% | 0.08% | 49 | -14,815 | -9.94% | Q4 2025 | Feb 17, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 131,661 | 4,635 | 1.45% | 1.76% | 50 | -13,253 | -9.15% | Q4 2025 | Jan 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 129,361 | 4,554 | 0.02% | 0.04% | 51 | -119,923 | -48.11% | Q4 2025 | Jan 29, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 129,343 | 4,554 | 3.44% | 2.97% | 52 | +23,475 | 22.17% | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 123,793 | 4,358 | 0.14% | 0.14% | 53 | +7,303 | 6.27% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 122,039 | 4,296 | 0.08% | 0.09% | 54 | +23,074 | 23.32% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 121,777 | 4,287 | 0.07% | 0.06% | 55 | +24,489 | 25.17% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 120,799 | 4,253 | 0.02% | 0.03% | 56 | -59,092 | -32.85% | Q4 2025 | Feb 18, 2026 |
| World Investment Advisors | History | Reduced | 119,183 | 4,196 | 0.07% | 0.09% | 57 | -4,004 | -3.25% | Q4 2025 | Mar 12, 2026 |
| Fortis Advisors, LLC | History | Added to | 104,928 | 3,694 | 2.0% | 2.13% | 58 | +750 | 0.72% | Q4 2025 | Feb 10, 2026 |
| Delta Investment Management, LLC | History | Reduced | 104,595 | 3,682 | 0.64% | 3.55% | 59 | -441,733 | -80.85% | Q4 2025 | Jan 30, 2026 |
| Braeburn Wealth Management LLC | History | New | 101,511 | 3,574 | 1.83% | — | 60 | +101,511 | New | Q4 2025 | Feb 18, 2026 |
| CPC Advisors, LLC | History | Added to | 99,278 | 3,495 | 0.35% | 0.38% | 61 | +92 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Tandem Investment Partners LLC | History | Added to | 98,023 | 3,451 | 2.91% | 1.94% | 62 | +32,820 | 50.34% | Q4 2025 | Jan 21, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | New | 96,333 | 3,391 | 0.91% | — | 63 | +96,333 | New | Q4 2025 | Feb 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 95,818 | 3,373 | 0.02% | 0.02% | 64 | +13,257 | 16.06% | Q4 2025 | Feb 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 95,793 | 3,372 | 0.4% | 0.55% | 65 | -22,714 | -19.17% | Q4 2025 | Jan 26, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 91,063 | 3,206 | 0.91% | 0.12% | 66 | +79,666 | 699.01% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 89,343 | 3,145 | 0.04% | 0.04% | 67 | +2,938 | 3.4% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 88,260 | 3,107 | 0.11% | 0.1% | 68 | +17,808 | 25.28% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 85,383 | 3,006 | 0.0% | 0.0% | 69 | +21,863 | 34.42% | Q4 2025 | Feb 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 82,485 | 2,904 | 0.33% | 0.36% | 70 | -612 | -0.74% | Q4 2025 | Feb 17, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 81,315 | 2,863 | 1.16% | 1.17% | 71 | +7,692 | 10.45% | Q4 2025 | Jan 16, 2026 |
| Centurion Wealth Management LLC | History | Added to | 79,189 | 2,788 | 0.61% | 0.58% | 72 | +9,107 | 12.99% | Q4 2025 | Jan 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 78,954 | 2,780 | 0.05% | 0.04% | 73 | +15,300 | 24.04% | Q4 2025 | Feb 09, 2026 |
| Noble Wealth Management PBC | History | Reduced | 77,478 | 2,728 | 1.37% | 1.67% | 74 | -8,781 | -10.18% | Q4 2025 | Jan 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 73,691 | 2,595 | 0.02% | 0.02% | 75 | +18,696 | 34.0% | Q4 2025 | Jan 05, 2026 |
| Kovack Advisors, Inc. | History | New | 71,223 | 2,507 | 0.12% | — | 76 | +71,223 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 69,705 | 2,454 | 0.05% | 0.04% | 77 | +15,911 | 29.58% | Q4 2025 | Feb 06, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 69,624 | 2,451 | 1.67% | 1.53% | 78 | +17,851 | 34.48% | Q4 2025 | Jan 15, 2026 |
| &PARTNERS | History | Added to | 65,219 | 2,296 | 0.01% | 0.01% | 79 | +17,219 | 35.87% | Q4 2025 | Feb 17, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 64,547 | 2,272 | 1.77% | 1.96% | 80 | -1,639 | -2.48% | Q4 2025 | Jan 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 59,008 | 2,077 | 0.02% | 0.01% | 81 | +27,591 | 87.82% | Q4 2025 | Feb 17, 2026 |
| CRUX WEALTH ADVISORS | History | New | 58,605 | 2,063 | 0.77% | — | 82 | +58,605 | New | Q4 2025 | Jan 21, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 58,397 | 2,056 | 0.16% | 0.6% | 83 | -157,344 | -72.93% | Q4 2025 | Jan 23, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 58,179 | 2,048 | 0.48% | 0.45% | 84 | +7,219 | 14.17% | Q4 2025 | Feb 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 55,438 | 1,973 | 0.13% | 0.15% | 85 | +453 | 0.82% | Q4 2025 | Jan 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 55,641 | 1,959 | 0.12% | 0.13% | 86 | -2,931 | -5.0% | Q4 2025 | Feb 10, 2026 |
| ZEGA Investments, LLC | History | Added to | 55,621 | 1,958 | 0.23% | 0.25% | 87 | +3,835 | 7.41% | Q4 2025 | Jan 27, 2026 |
| Empirical Asset Management, LLC | History | Added to | 52,232 | 1,839 | 0.52% | 0.34% | 88 | +18,776 | 56.12% | Q4 2025 | Feb 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 51,216 | 1,803 | 0.27% | 0.09% | 89 | +40,197 | 364.8% | Q4 2025 | Feb 03, 2026 |
| Gotham Asset Management, LLC | History | Added to | 51,059 | 1,797 | 0.01% | 0.01% | 90 | +883 | 1.76% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 50,552 | 1,779 | 0.0% | 0.0% | 91 | +35,398 | 233.59% | Q4 2025 | Mar 25, 2026 |
| IHT Wealth Management, LLC | History | Added to | 50,375 | 1,773 | 0.04% | 0.02% | 92 | +30,886 | 158.48% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 49,950 | 1,758 | 0.21% | 0.22% | 93 | -2,005 | -3.86% | Q4 2025 | Feb 13, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 49,430 | 1,740 | 0.23% | 0.23% | 94 | +2,235 | 4.74% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 48,965 | 1,724 | 0.06% | 0.08% | 95 | -1,734 | -3.42% | Q4 2025 | Jan 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 47,423 | 1,699 | 0.13% | 0.13% | 96 | +4,259 | 9.87% | Q4 2025 | Jan 09, 2026 |
| Summit Financial, LLC | History | Reduced | 47,684 | 1,681 | 0.02% | 0.03% | 97 | -2,555 | -5.09% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 45,989 | 1,619 | 0.02% | 0.02% | 98 | +1,764 | 3.99% | Q4 2025 | Feb 02, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 45,498 | 1,601 | 0.89% | 0.5% | 99 | +21,250 | 87.64% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 45,276 | 1,594 | 0.01% | 0.01% | 100 | -12,570 | -21.73% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 44,998 | 1,584 | 0.0% | 0.0% | 101 | +16,850 | 59.86% | Q4 2025 | Feb 17, 2026 |
| WT Wealth Management | History | Added to | 44,236 | 1,557 | 0.45% | 0.4% | 102 | +5,450 | 14.05% | Q4 2025 | Feb 02, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 43,159 | 1,519 | 0.4% | 0.3% | 103 | +10,874 | 33.68% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 43,145 | 1,519 | 0.02% | 0.02% | 104 | +3,580 | 9.05% | Q4 2025 | Jan 20, 2026 |
| XML Financial, LLC | History | Added to | 43,044 | 1,515 | 0.12% | 0.12% | 105 | +2,784 | 6.92% | Q4 2025 | Feb 11, 2026 |
| Copia Wealth Management | History | Added to | 42,586 | 1,499 | 1.07% | 1.12% | 106 | +1,198 | 2.89% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 42,259 | 1,487 | 0.0% | 0.0% | 107 | -75,675 | -64.17% | Q4 2025 | Jan 29, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 41,258 | 1,452 | 1.23% | 1.23% | 108 | +3,043 | 7.96% | Q4 2025 | Jan 09, 2026 |
| Tactive Advisors, LLC | History | Reduced | 40,679 | 1,432 | 0.42% | 0.42% | 109 | -44 | -0.11% | Q4 2025 | Jan 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 40,667 | 1,431 | 0.08% | 0.07% | 110 | +9,865 | 32.03% | Q4 2025 | Jan 26, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 40,049 | 1,410 | 0.67% | 0.68% | 111 | +1,550 | 4.03% | Q4 2025 | Jan 21, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 39,855 | 1,403 | 0.59% | 1.13% | 112 | -34,026 | -46.06% | Q4 2025 | Jan 06, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 38,622 | 1,359 | 0.41% | 0.42% | 113 | +1,034 | 2.75% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 37,906 | 1,334 | 0.03% | 0.02% | 114 | +17,826 | 88.77% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 36,489 | 1,284 | 0.09% | 0.1% | 115 | +1,396 | 3.98% | Q4 2025 | Jan 21, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 36,372 | 1,280 | 0.28% | 0.3% | 116 | +281 | 0.78% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Reduced | 36,085 | 1,270 | 0.04% | 0.05% | 117 | -11,133 | -23.58% | Q4 2025 | Jan 30, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 35,461 | 1,248 | 0.14% | 0.07% | 118 | +19,637 | 124.1% | Q4 2025 | Jan 14, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 35,399 | 1,246 | 0.45% | 0.47% | 119 | +75 | 0.21% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 35,245 | 1,240 | 0.04% | 0.05% | 120 | -2,182 | -5.83% | Q4 2025 | Jan 27, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Added to | 35,217 | 1,239 | 1.18% | 1.18% | 121 | +2,420 | 7.38% | Q4 2025 | Feb 04, 2026 |
| PFG Investments, LLC | History | Added to | 34,862 | 1,227 | 0.06% | 0.05% | 122 | +8,642 | 32.96% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 34,988 | 1,218 | 0.03% | 0.02% | 123 | +3,099 | 9.72% | Q4 2025 | Feb 11, 2026 |
| IFG Advisory, LLC | History | Added to | 34,542 | 1,216 | 0.05% | 0.05% | 124 | +3,570 | 11.53% | Q4 2025 | Feb 10, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 34,510 | 1,215 | 1.54% | 1.6% | 125 | -2,311 | -6.28% | Q4 2025 | Feb 12, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 33,436 | 1,177 | 0.31% | 0.34% | 126 | +44 | 0.13% | Q4 2025 | Jan 16, 2026 |
| Western Wealth Management, LLC | History | Reduced | 31,933 | 1,124 | 0.05% | 0.07% | 127 | -4,455 | -12.24% | Q4 2025 | Feb 05, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 30,636 | 1,078 | 0.47% | 2.64% | 128 | -133,832 | -81.37% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 30,452 | 1,072 | 0.01% | 0.01% | 129 | +1,345 | 4.62% | Q4 2025 | Jan 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 30,316 | 1,067 | 0.02% | 0.02% | 130 | +6,871 | 29.31% | Q4 2025 | Jan 14, 2026 |
| Brookstone Capital Management | History | Added to | 29,223 | 1,028 | 0.01% | 0.01% | 131 | +9,135 | 45.47% | Q4 2025 | Jan 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 28,916 | 1,018 | 0.06% | 0.07% | 132 | +327 | 1.14% | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 28,526 | 1,004 | 0.02% | 0.02% | 133 | +231 | 0.82% | Q4 2025 | Feb 19, 2026 |
| Colonial River Investments, LLC | History | Added to | 28,363 | 998 | 0.36% | 0.38% | 134 | +68 | 0.24% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 27,788 | 978 | 0.0% | — | 135 | +27,788 | New | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | New | 27,507 | 968 | 0.01% | — | 136 | +27,507 | New | Q4 2025 | Jan 28, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 26,879 | 946 | 0.24% | 0.34% | 137 | -7,656 | -22.17% | Q4 2025 | Jan 07, 2026 |
| Compass Advisory Group LLC | History | Reduced | 26,403 | 931 | 0.25% | 0.27% | 138 | -125 | -0.47% | Q4 2025 | Jan 21, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 24,619 | 866 | 0.52% | 0.58% | 139 | -200 | -0.81% | Q4 2025 | Jan 20, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 24,262 | 854 | 0.02% | 0.02% | 140 | +297 | 1.24% | Q4 2025 | Feb 13, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 23,408 | 824 | 0.14% | 0.16% | 141 | -420 | -1.76% | Q4 2025 | Feb 02, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 22,660 | 797 | 0.16% | 0.17% | 142 | +100 | 0.44% | Q4 2025 | Feb 09, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 22,055 | 776 | 0.57% | 0.58% | 143 | +349 | 1.61% | Q4 2025 | Feb 06, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 21,935 | 772 | 0.11% | 0.12% | 144 | +1,894 | 9.45% | Q4 2025 | Feb 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 21,636 | 761 | 0.21% | 0.07% | 145 | +14,668 | 210.51% | Q4 2025 | Feb 09, 2026 |
| BROWN ADVISORY INC | History | Reduced | 21,477 | 756 | 0.0% | 0.0% | 146 | -19,566 | -47.67% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 21,408 | 754 | 0.0% | 0.0% | 147 | -1,401 | -6.14% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Added to | 21,397 | 753 | 0.02% | 0.02% | 148 | +6,500 | 43.63% | Q4 2025 | Feb 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 21,276 | 749 | 0.11% | 0.1% | 149 | +2,167 | 11.34% | Q4 2025 | Feb 10, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 20,496 | 721 | 0.12% | 0.12% | 150 | +688 | 3.47% | Q4 2025 | Jan 28, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 20,096 | 707 | 0.13% | 0.13% | 151 | +285 | 1.44% | Q4 2025 | Jan 27, 2026 |
| Signature Equity Partners, LLC | History | New | 19,440 | 684 | 0.38% | — | 152 | +19,440 | New | Q4 2025 | Feb 17, 2026 |
| CMC Financial Group | History | Reduced | 19,415 | 683 | 1.22% | 13.21% | 153 | -177,214 | -90.13% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 19,311 | 679 | 0.02% | 0.02% | 154 | +2,510 | 14.94% | Q4 2025 | Feb 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 18,414 | 648 | 0.05% | 0.05% | 155 | -431 | -2.29% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 18,262 | 643 | 0.04% | — | 156 | +18,262 | New | Q4 2025 | Feb 04, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 17,799 | 626 | 0.07% | 0.09% | 157 | -65 | -0.36% | Q4 2025 | Feb 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 16,663 | 586 | 0.05% | 0.05% | 158 | +1,721 | 11.52% | Q4 2025 | Jan 23, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 16,070 | 565 | 0.31% | 1.02% | 159 | -32,055 | -66.61% | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | Added to | 15,495 | 545 | 0.0% | 0.0% | 160 | +4,518 | 41.16% | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 15,356 | 540 | 0.0% | 0.0% | 161 | -1,939 | -11.21% | Q4 2025 | Jan 29, 2026 |
| Cooper Financial Group | History | Reduced | 15,321 | 539 | 0.06% | 0.06% | 162 | -94 | -0.61% | Q4 2025 | Jan 08, 2026 |
| Maridea Wealth Management LLC | History | Added to | 14,209 | 500 | 0.08% | 0.08% | 163 | +350 | 2.53% | Q4 2025 | Jan 08, 2026 |
| GK Wealth Management LLC | History | Reduced | 14,008 | 493 | 0.33% | 0.37% | 164 | -15 | -0.11% | Q4 2025 | Jan 05, 2026 |
| Sankala Group LLC | History | New | 13,891 | 490 | 0.39% | — | 165 | +13,891 | New | Q4 2025 | Mar 02, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 13,677 | 481 | 0.02% | 0.02% | 166 | +4,905 | 55.92% | Q4 2025 | Feb 04, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 13,597 | 478 | 0.33% | 0.36% | 167 | +301 | 2.26% | Q4 2025 | Jan 23, 2026 |
| Palumbo Wealth Management LLC | History | New | 13,573 | 477 | 0.12% | — | 169 | +13,573 | New | Q4 2025 | Jan 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,553 | 477 | 0.02% | 0.02% | 168 | +446 | 3.4% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 13,440 | 473 | 0.02% | — | 170 | +13,440 | New | Q4 2025 | Feb 09, 2026 |
| Advyzon Investment Management, LLC | History | New | 13,398 | 471 | 0.05% | — | 171 | +13,398 | New | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 12,825 | 463 | 0.01% | 0.02% | 172 | +250 | 1.99% | Q4 2025 | Jan 23, 2026 |
| WIN ADVISORS, INC | History | Added to | 13,081 | 460 | 0.2% | 0.23% | 173 | +170 | 1.32% | Q4 2025 | Feb 04, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 12,443 | 438 | 0.32% | 0.23% | 174 | +4,232 | 51.54% | Q4 2025 | Feb 20, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 12,331 | 434 | 0.06% | 0.06% | 175 | +405 | 3.4% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 12,282 | 432 | 0.0% | 0.0% | 176 | -8,064 | -39.63% | Q4 2025 | Jan 29, 2026 |
| Trexquant Investment LP | History | Added to | 12,231 | 430 | 0.0% | 0.0% | 177 | +1,522 | 14.21% | Q4 2025 | Feb 17, 2026 |
| Smart Portfolios, LLC | History | New | 12,210 | 429 | 0.43% | — | 178 | +12,210 | New | Q4 2025 | Jan 30, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 11,801 | 416 | 0.03% | 0.03% | 179 | +283 | 2.46% | Q4 2025 | Feb 13, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 10,033 | 353 | 0.11% | 0.16% | 180 | -3,703 | -26.96% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 9,966 | 350 | 0.01% | 0.01% | 181 | -4 | -0.04% | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 9,790 | 344 | 0.02% | 0.03% | 182 | -5,171 | -34.56% | Q4 2025 | Jan 28, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 9,629 | 339 | 0.08% | 0.08% | 183 | +1,001 | 11.6% | Q4 2025 | Feb 02, 2026 |
| Cresset Asset Management, LLC | History | New | 9,373 | 330 | 0.0% | — | 184 | +9,373 | New | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 8,902 | 322 | 0.03% | 0.03% | 185 | -1,620 | -15.4% | Q4 2025 | Jan 20, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 8,798 | 309 | 0.17% | 0.25% | 186 | -2,517 | -22.24% | Q4 2025 | Feb 17, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 8,773 | 308 | 0.06% | 0.07% | 187 | -952 | -9.79% | Q4 2025 | Jan 27, 2026 |
| GSG Advisors LLC | History | No change | 8,434 | 296 | 0.08% | 0.08% | 188 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 8,050 | 283 | 0.02% | — | 189 | +8,050 | New | Q4 2025 | Feb 03, 2026 |
| Convergence Financial, LLC | History | Added to | 7,986 | 281 | 0.04% | 0.04% | 190 | +358 | 4.69% | Q4 2025 | Feb 11, 2026 |
| Bison Wealth, LLC | History | New | 7,859 | 263 | 0.03% | — | 191 | +7,859 | New | Q4 2025 | Mar 24, 2026 |
| Wealth Management Associates, Inc. | History | No change | 7,200 | 253 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Modern Wealth Management, LLC | History | New | 7,131 | 251 | 0.0% | — | 193 | +7,131 | New | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 7,121 | 250 | 0.01% | — | 194 | +7,121 | New | Q4 2025 | Feb 10, 2026 |
| Revisor Wealth Management LLC | History | New | 6,968 | 248 | 0.07% | — | 195 | +6,968 | New | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,042 | 247 | 0.02% | 0.02% | 196 | +713 | 11.27% | Q4 2025 | Jan 26, 2026 |
| Bey-Douglas LLC | History | Reduced | 6,956 | 244 | 0.2% | 0.36% | 197 | -6,434 | -48.05% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 6,300 | 221 | 0.01% | 0.01% | 198 | -100 | -1.56% | Q4 2025 | Jan 23, 2026 |
| Atlas Wealth LLC | History | New | 6,044 | 212 | 0.06% | — | 199 | +6,044 | New | Q4 2025 | Feb 05, 2026 |
| Brookwood Investment Group LLC | History | Added to | 6,041 | 212 | 0.03% | 0.03% | 200 | +150 | 2.55% | Q4 2025 | Jan 22, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,900 | 207 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,871 | 206 | 0.0% | 0.0% | 202 | -51 | -0.86% | Q4 2025 | Jan 23, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 5,747 | 202 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 5,950 | 202 | 0.27% | 0.29% | 204 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tradewinds Capital Management, LLC | History | New | 5,645 | 198 | 0.04% | — | 205 | +5,645 | New | Q4 2025 | Jan 14, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 4,420 | 155 | 0.02% | 0.02% | 206 | +39 | 0.89% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 4,021 | 141 | 0.03% | — | 207 | +4,021 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,410 | 120 | 0.0% | 0.01% | 208 | -7,300 | -68.16% | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | New | 3,092 | 108 | 0.0% | — | 209 | +3,092 | New | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Added to | 2,625 | 92 | 0.0% | 0.0% | 210 | +1,381 | 111.01% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 2,384 | 86 | 0.0% | — | 211 | +2,384 | New | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Co / SC | History | No change | 2,122 | 75 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,661 | 59 | 0.02% | 0.02% | 213 | +400 | 31.72% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 1,695 | 59 | 0.0% | 0.0% | 214 | +133 | 8.51% | Q4 2025 | Jan 23, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 1,525 | 53 | 0.04% | 0.04% | 215 | -6 | -0.39% | Q4 2025 | Jan 14, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,396 | 49 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,044 | 36 | 0.0% | 0.0% | 217 | -1,083 | -50.92% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,030 | 36 | 0.0% | 0.0% | 218 | +1 | 0.1% | Q4 2025 | Jan 13, 2026 |
| Front Row Advisors LLC | History | No change | 900 | 31 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 486 | 17 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Crewe Advisors LLC | History | No change | 450 | 15 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AlphaCore Capital LLC | History | New | 405 | 14 | 0.0% | — | 222 | +405 | New | Q4 2025 | Feb 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 410 | 14 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Smartleaf Asset Management LLC | History | New | 386 | 13 | 0.0% | — | 226 | +386 | New | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 389 | 13 | 0.0% | 0.0% | 225 | +136 | 53.75% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 375 | 13 | 0.0% | 0.0% | 224 | +47 | 14.33% | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 300 | 10 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 231 | 8 | 0.0% | — | 228 | +231 | New | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 202 | 7 | 0.0% | — | 229 | +202 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 162 | 5 | 0.0% | — | 231 | +162 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 150 | 5 | 0.0% | — | 230 | +150 | New | Q4 2025 | Feb 02, 2026 |
| Concord Wealth Partners | History | No change | 143 | 5 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 71 | 2 | 0.0% | — | 233 | +53 | 294.44% | Q4 2025 | Feb 02, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Yeomans Consulting Group, Inc. | History | Closed out | 0 | 0 | — | 5.03% | — | -399,396 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -180,028 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CLG LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -70,303 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -45,583 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,281 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -21,276 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.55% | — | -18,551 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,587 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -15,554 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,828 | -100.0% | Q3 2025 | Feb 04, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,135 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,849 | -100.0% | Q3 2025 | Nov 10, 2025 |
| IVC Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,500 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Fort Sheridan Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,475 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,312 | -100.0% | Q3 2025 | Oct 10, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,244 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Stillwater Wealth Management Group | History | Closed out | 0 | 0 | — | 0.16% | — | -6,138 | -100.0% | Q3 2025 | Dec 02, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,922 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -679 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Trust Co | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q4 2025 | Jan 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |