Simplify Exchange Traded Funds - CTA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,892,787 | 80,161 | 0.11% | 0.1% | 1 | +592,038 | 25.73% | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Added to | 2,939,794 | 80,139 | 0.22% | 0.22% | 2 | +328,154 | 12.57% | Q4 2025 | Jan 26, 2026 |
| Boothe Investment Group, Inc. | History | Added to | 1,728,504 | 47,119 | 16.86% | 16.11% | 3 | +156,382 | 9.95% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Added to | 1,072,343 | 29,232 | 0.01% | 0.01% | 4 | +239,712 | 28.79% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,022,524 | 27,874 | 0.0% | 0.0% | 5 | +98,603 | 10.67% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 977,534 | 26,647 | 0.15% | 0.16% | 6 | +87,102 | 9.78% | Q4 2025 | Jan 26, 2026 |
| Independence Wealth Advisors, LLC | History | New | 890,051 | 24,262 | 13.65% | — | 7 | +890,051 | New | Q4 2025 | Jan 09, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 811,968 | 22,134 | 2.56% | 2.61% | 8 | +35,670 | 4.59% | Q4 2025 | Feb 10, 2026 |
| Altiora Financial Group, LLC | History | Added to | 664,457 | 18,113 | 3.12% | 2.51% | 9 | +173,179 | 35.25% | Q4 2025 | Feb 12, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Added to | 583,181 | 15,897 | 7.14% | 7.79% | 10 | +2,408 | 0.41% | Q4 2025 | Jan 12, 2026 |
| ASSETMARK, INC | History | New | 563,943 | 15,373 | 0.03% | — | 11 | +563,943 | New | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 528,675 | 14,411 | 0.02% | 0.02% | 12 | -36,772 | -6.5% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 523,385 | 14,267 | 0.1% | 0.11% | 13 | -2,758 | -0.52% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 503,099 | 13,714 | 0.0% | 0.01% | 14 | -200,514 | -28.5% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 472,825 | 12,889 | 0.07% | 0.0% | 15 | +462,956 | 4691.01% | Q4 2025 | Feb 17, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 461,889 | 12,591 | 8.6% | 9.69% | 16 | +56,996 | 14.08% | Q4 2025 | Jan 26, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 430,212 | 11,727 | 0.1% | 0.12% | 17 | -69,608 | -13.93% | Q4 2025 | Feb 05, 2026 |
| Fielder Capital Group LLC | History | Added to | 417,734 | 11,387 | 2.42% | 2.31% | 18 | +54,856 | 15.12% | Q4 2025 | Feb 10, 2026 |
| Ferguson Shapiro LLC | History | New | 385,371 | 10,505 | 3.23% | — | 19 | +385,371 | New | Q4 2025 | Jan 26, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 377,029 | 10,277 | 6.02% | 5.15% | 20 | +72,777 | 23.92% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 371,201 | 10,118 | 0.3% | 0.27% | 21 | +67,531 | 22.24% | Q4 2025 | Feb 19, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 370,812 | 10,108 | 0.01% | 0.01% | 22 | +15,242 | 4.29% | Q4 2025 | Feb 02, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 337,101 | 9,189 | 0.06% | 0.06% | 23 | +5,965 | 1.8% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 335,435 | 9,143 | 0.0% | 0.0% | 24 | -6,759 | -1.98% | Q4 2025 | Feb 18, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 332,121 | 9,053 | 2.11% | 1.93% | 25 | +54,662 | 19.7% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 314,699 | 8,579 | 0.02% | 0.02% | 26 | +18,936 | 6.4% | Q4 2025 | Feb 05, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 296,881 | 8,092 | 0.94% | 0.95% | 27 | +4,953 | 1.7% | Q4 2025 | Jan 20, 2026 |
| MORGAN STANLEY | History | Added to | 288,267 | 7,858 | 0.0% | 0.0% | 28 | +4,915 | 1.73% | Q4 2025 | Feb 13, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 286,063 | 7,798 | 1.06% | 1.42% | 29 | -65,648 | -18.67% | Q4 2025 | Feb 10, 2026 |
| COWA, LLC | History | Added to | 275,014 | 7,496 | 2.28% | 2.15% | 30 | +43,350 | 18.71% | Q4 2025 | Feb 12, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 256,767 | 6,999 | 3.83% | 3.08% | 31 | +58,394 | 29.44% | Q4 2025 | Jan 28, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 238,625 | 6,504 | 3.34% | 3.85% | 32 | -14,931 | -5.89% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 237,069 | 6,462 | 0.01% | 0.01% | 33 | -23,795 | -9.12% | Q4 2025 | Feb 17, 2026 |
| THEORY FINANCIAL LLC | History | New | 197,148 | 5,622 | 1.89% | — | 34 | +197,148 | New | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Added to | 200,800 | 5,473 | 0.2% | 0.2% | 35 | +10,306 | 5.41% | Q4 2025 | Jan 27, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 194,542 | 5,303 | 2.19% | 2.33% | 36 | +776 | 0.4% | Q4 2025 | Jan 28, 2026 |
| CSS LLC/IL | History | Added to | 193,515 | 5,275 | 0.23% | 0.19% | 37 | +44,455 | 29.82% | Q4 2025 | Feb 17, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 190,790 | 5,200 | 3.53% | 3.77% | 38 | +1,696 | 0.9% | Q4 2025 | Feb 02, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 186,965 | 5,096 | 0.27% | 0.55% | 39 | -228,167 | -54.96% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 183,362 | 4,998 | 0.03% | 0.03% | 40 | -5,818 | -3.08% | Q4 2025 | Feb 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 176,567 | 4,859 | 0.11% | 0.02% | 41 | +140,229 | 385.9% | Q4 2025 | Jan 08, 2026 |
| Atria Investments, Inc | History | Reduced | 175,965 | 4,796 | 0.05% | 0.07% | 42 | -32,309 | -15.51% | Q4 2025 | Feb 05, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 164,745 | 4,490 | 0.52% | 0.55% | 43 | +325 | 0.2% | Q4 2025 | Jan 15, 2026 |
| Key Capital Management, INC | History | New | 159,726 | 4,354 | 4.31% | — | 44 | +159,726 | New | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Added to | 159,126 | 4,337 | 0.01% | 0.0% | 45 | +67,613 | 73.88% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | New | 145,694 | 3,971 | 0.17% | — | 46 | +145,694 | New | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 138,086 | 3,764 | 0.02% | 0.01% | 47 | +91,012 | 193.34% | Q4 2025 | Feb 13, 2026 |
| PMV Capital Advisers, LLC | History | Added to | 130,819 | 3,566 | 6.49% | 6.8% | 48 | +5,593 | 4.47% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 130,010 | 3,544 | 0.0% | 0.0% | 49 | +1,154 | 0.9% | Q4 2025 | Feb 13, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 128,295 | 3,497 | 0.54% | 1.98% | 50 | -368,641 | -74.18% | Q4 2025 | Feb 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 127,545 | 3,476 | 1.37% | 0.94% | 51 | +9,703 | 8.23% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 127,452 | 3,474 | 0.02% | 0.09% | 52 | -516,047 | -80.19% | Q4 2025 | Feb 17, 2026 |
| Stratos Investment Management, LLC | History | Added to | 125,102 | 3,410 | 0.14% | 0.14% | 53 | +1,159 | 0.94% | Q4 2025 | Jan 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 124,028 | 3,381 | 0.28% | 0.3% | 54 | +2,070 | 1.7% | Q4 2025 | Jan 23, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 119,077 | 3,246 | 1.98% | 1.9% | 55 | +10,862 | 10.04% | Q4 2025 | Jan 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 116,433 | 3,173 | 0.01% | 0.01% | 56 | -65,756 | -36.09% | Q4 2025 | Feb 13, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 114,909 | 3,132 | 0.81% | 0.74% | 57 | +13,921 | 13.78% | Q4 2025 | Jan 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 110,977 | 3,025 | 0.14% | 0.16% | 58 | +3,057 | 2.83% | Q4 2025 | Feb 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 110,605 | 3,015 | 0.1% | 0.26% | 59 | -208,017 | -65.29% | Q4 2025 | Jan 09, 2026 |
| Cumberland Partners Ltd | History | Reduced | 110,322 | 3,007 | 0.18% | 0.21% | 60 | -6,101 | -5.24% | Q4 2025 | Feb 06, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 108,483 | 2,957 | 1.46% | 1.68% | 61 | -8,764 | -7.47% | Q4 2025 | Jan 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 105,428 | 2,873 | 0.9% | 0.3% | 62 | +59,825 | 131.19% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 104,407 | 2,846 | 0.02% | 0.02% | 63 | +241 | 0.23% | Q4 2025 | Feb 12, 2026 |
| FSA Advisors, Inc. | History | New | 102,557 | 2,795 | 1.94% | — | 64 | +102,557 | New | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 101,546 | 2,768 | 0.07% | 0.08% | 65 | -22,918 | -18.41% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 96,446 | 2,629 | 0.05% | 0.05% | 66 | +4,757 | 5.19% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 95,938 | 2,615 | 0.01% | 0.01% | 67 | +61,038 | 174.89% | Q4 2025 | Jan 29, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 93,530 | 2,575 | 0.38% | 0.45% | 68 | -7,199 | -7.15% | Q4 2025 | Jan 26, 2026 |
| Vise Technologies, Inc. | History | Added to | 91,075 | 2,482 | 0.05% | 0.03% | 69 | +61,152 | 204.36% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 85,883 | 2,341 | 0.0% | — | 70 | +85,883 | New | Q4 2025 | Feb 17, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 84,963 | 2,316 | 1.53% | 1.52% | 71 | +2,966 | 3.62% | Q4 2025 | Feb 06, 2026 |
| Empirical Asset Management, LLC | History | Added to | 75,976 | 2,071 | 0.58% | 0.45% | 72 | +18,252 | 31.62% | Q4 2025 | Feb 06, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 74,702 | 2,036 | 1.44% | 1.23% | 73 | +14,478 | 24.04% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | New | 72,500 | 1,976 | 0.0% | — | 74 | +72,500 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 71,440 | 1,947 | 0.0% | — | 75 | +71,440 | New | Q4 2025 | Feb 12, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 70,899 | 1,932 | 1.21% | 0.38% | 76 | +50,957 | 255.53% | Q4 2025 | Feb 10, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 66,777 | 1,820 | 1.05% | 1.49% | 77 | -23,017 | -25.63% | Q4 2025 | Jan 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 66,430 | 1,810 | 0.17% | 0.21% | 78 | -7,150 | -9.72% | Q4 2025 | Jan 30, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 66,056 | 1,800 | 0.11% | 0.15% | 79 | -20,525 | -23.71% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | New | 66,000 | 1,799 | 0.0% | — | 80 | +66,000 | New | Q4 2025 | Feb 13, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 63,597 | 1,733 | 0.54% | 0.51% | 81 | +6,134 | 10.67% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 62,593 | 1,706 | 0.03% | — | 82 | +62,593 | New | Q4 2025 | Feb 19, 2026 |
| Proficio Capital Partners LLC | History | Added to | 62,316 | 1,698 | 0.12% | 0.11% | 83 | +7,596 | 13.88% | Q4 2025 | Feb 12, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 60,740 | 1,655 | 0.83% | 0.83% | 84 | +6,100 | 11.16% | Q4 2025 | Jan 16, 2026 |
| Andina Capital Management, LLC | History | Added to | 58,184 | 1,586 | 0.96% | 0.86% | 85 | +3,582 | 6.56% | Q4 2025 | Feb 12, 2026 |
| Encompass More Asset Management | History | Reduced | 57,799 | 1,575 | 0.29% | 0.32% | 86 | -2,033 | -3.4% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 57,457 | 1,566 | 0.02% | 0.02% | 87 | +19,916 | 53.05% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | Added to | 57,096 | 1,556 | 0.1% | 0.1% | 88 | +1,181 | 2.11% | Q4 2025 | Jan 22, 2026 |
| FMA Wealth Management, LLC | History | Added to | 56,634 | 1,543 | 1.0% | 1.05% | 89 | +2,045 | 3.75% | Q4 2025 | Jan 13, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 55,798 | 1,521 | 0.85% | — | 90 | +55,798 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 55,247 | 1,506 | 0.19% | — | 91 | +55,247 | New | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 54,970 | 1,498 | 0.02% | 0.02% | 92 | +6,495 | 13.4% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Added to | 51,340 | 1,399 | 0.03% | 0.03% | 93 | +4,562 | 9.75% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 49,444 | 1,347 | 0.0% | 0.0% | 94 | +6,105 | 14.09% | Q4 2025 | Feb 13, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 48,416 | 1,319 | 0.8% | 0.56% | 95 | +14,743 | 43.78% | Q4 2025 | Feb 06, 2026 |
| Delta Investment Management, LLC | History | Reduced | 48,381 | 1,318 | 0.23% | 0.27% | 96 | -5,694 | -10.53% | Q4 2025 | Jan 30, 2026 |
| Composition Wealth, LLC | History | No change | 48,087 | 1,310 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Latitude Advisors, LLC | History | Reduced | 47,201 | 1,286 | 0.57% | 0.62% | 98 | -1,324 | -2.73% | Q4 2025 | Jan 27, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 46,616 | 1,270 | 0.71% | 0.7% | 99 | +2,044 | 4.59% | Q4 2025 | Jan 30, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 45,863 | 1,250 | 0.29% | 0.27% | 100 | -175 | -0.38% | Q4 2025 | Jan 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 45,504 | 1,240 | 0.02% | 0.02% | 101 | +3,635 | 8.68% | Q4 2025 | Jan 22, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 44,514 | 1,213 | 0.55% | 0.61% | 102 | -17,947 | -28.73% | Q4 2025 | Jan 23, 2026 |
| CacheTech Inc. | History | New | 43,520 | 1,186 | 0.22% | — | 103 | +43,520 | New | Q4 2025 | Feb 18, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 41,503 | 1,131 | 0.23% | 0.17% | 104 | +12,095 | 41.13% | Q4 2025 | Jan 15, 2026 |
| Fermata Advisors, LLC | History | Added to | 41,262 | 1,124 | 0.27% | 0.25% | 105 | +5,725 | 16.11% | Q4 2025 | Jan 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 41,137 | 1,121 | 0.03% | 0.03% | 106 | +6,126 | 17.5% | Q4 2025 | Feb 12, 2026 |
| Aries Wealth Management | History | Reduced | 40,306 | 1,098 | 0.24% | 0.36% | 107 | -14,785 | -26.84% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 39,821 | 1,085 | 0.01% | 0.02% | 108 | -12,459 | -23.83% | Q4 2025 | Jan 20, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 38,296 | 1,043 | 0.12% | 0.1% | 109 | +7,693 | 25.14% | Q4 2025 | Jan 02, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 38,142 | 1,034 | 0.01% | 0.0% | 110 | +31,769 | 498.49% | Q4 2025 | Feb 03, 2026 |
| Hilltop Holdings Inc. | History | Added to | 37,087 | 1,010 | 0.06% | 0.05% | 111 | +1,216 | 3.39% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 36,932 | 1,006 | 0.01% | 0.01% | 112 | -4,635 | -11.15% | Q4 2025 | Jan 15, 2026 |
| Networth Advisors, LLC | History | New | 34,675 | 945 | 0.7% | — | 113 | +34,675 | New | Q4 2025 | Jan 22, 2026 |
| PFG Investments, LLC | History | Reduced | 34,416 | 938 | 0.04% | 0.09% | 114 | -29,543 | -46.19% | Q4 2025 | Jan 26, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 33,666 | 936 | 0.25% | 0.33% | 115 | -384 | -1.13% | Q4 2025 | Jan 27, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 34,326 | 935 | 0.65% | 1.32% | 116 | -29,942 | -46.59% | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 32,799 | 894 | 0.02% | 0.02% | 117 | +5,515 | 20.21% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Reduced | 30,897 | 881 | 0.05% | 0.05% | 118 | -1,382 | -4.28% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 31,423 | 856 | 0.01% | 0.01% | 119 | -8,660 | -21.61% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 31,075 | 847 | 0.21% | 0.27% | 120 | -7,068 | -18.53% | Q4 2025 | Jan 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 29,584 | 806 | 0.0% | 0.0% | 121 | +10,413 | 54.32% | Q4 2025 | Feb 12, 2026 |
| Global View Capital Management LLC | History | Reduced | 28,572 | 778 | 0.15% | 0.17% | 122 | -196 | -0.68% | Q4 2025 | Jan 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 26,475 | 742 | 0.11% | 0.64% | 123 | -112,803 | -80.99% | Q4 2025 | Feb 06, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 25,741 | 729 | 0.33% | 0.39% | 124 | -1,272 | -4.71% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 26,165 | 713 | 0.01% | 0.0% | 125 | +24,245 | 1262.76% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 24,777 | 675 | 0.01% | 0.01% | 126 | +24 | 0.1% | Q4 2025 | Jan 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 24,674 | 672 | 0.0% | 0.0% | 127 | -165 | -0.66% | Q4 2025 | Feb 17, 2026 |
| Cambridge Advisors Inc. | History | Added to | 23,821 | 649 | 0.12% | 0.12% | 128 | +2,177 | 10.06% | Q4 2025 | Jan 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 22,381 | 610 | 0.02% | 0.01% | 129 | +11,331 | 102.54% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 21,517 | 586 | 0.0% | 0.0% | 130 | -11,484 | -34.8% | Q4 2025 | Feb 17, 2026 |
| City Center Advisors, LLC | History | Added to | 21,092 | 574 | 0.53% | 0.51% | 131 | +2,322 | 12.37% | Q4 2025 | Jan 05, 2026 |
| Betterment LLC | History | Added to | 20,722 | 565 | 0.0% | 0.0% | 132 | +736 | 3.68% | Q4 2025 | Feb 12, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 19,872 | 541 | 0.06% | 0.08% | 133 | -1,574 | -7.34% | Q4 2025 | Jan 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 19,761 | 538 | 0.21% | — | 134 | +19,761 | New | Q4 2025 | Feb 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 19,296 | 526 | 0.01% | 0.01% | 135 | -1,210 | -5.9% | Q4 2025 | Jan 21, 2026 |
| ORG Partners LLC | History | Reduced | 18,443 | 502 | 0.09% | 0.1% | 136 | -174 | -0.93% | Q4 2025 | Jan 14, 2026 |
| Able Wealth Management LLC | History | Reduced | 18,128 | 494 | 0.16% | 0.22% | 137 | -2,439 | -11.86% | Q4 2025 | Jan 27, 2026 |
| Luminist Capital LLC | History | Added to | 17,808 | 485 | 0.6% | 0.35% | 138 | +3,247 | 22.3% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 17,581 | 479 | 0.04% | — | 139 | +17,581 | New | Q4 2025 | Mar 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 17,087 | 465 | 0.01% | 0.02% | 140 | -14,086 | -45.19% | Q4 2025 | Feb 09, 2026 |
| Signet Private Wealth LLC | History | New | 16,517 | 450 | 0.43% | — | 141 | +16,517 | New | Q4 2025 | Feb 11, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 15,704 | 428 | 0.16% | 0.13% | 142 | +4,431 | 39.31% | Q4 2025 | Feb 06, 2026 |
| WCG Wealth Advisors LLC | History | New | 15,275 | 416 | 0.01% | — | 143 | +15,275 | New | Q4 2025 | Feb 10, 2026 |
| CAP Partners, LLC | History | Added to | 14,860 | 405 | 0.23% | 0.12% | 144 | +7,248 | 95.22% | Q4 2025 | Feb 04, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 14,471 | 394 | 0.37% | 0.19% | 145 | +7,211 | 99.33% | Q4 2025 | Jan 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 14,328 | 390 | 0.01% | 0.01% | 146 | +305 | 2.17% | Q4 2025 | Feb 03, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 14,234 | 388 | 0.03% | 0.31% | 147 | -125,963 | -89.85% | Q4 2025 | Jan 20, 2026 |
| Great Diamond Partners, LLC | History | Added to | 13,869 | 378 | 0.07% | 0.07% | 148 | +1,751 | 14.45% | Q4 2025 | Feb 06, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 13,690 | 373 | 0.19% | 0.36% | 149 | -9,972 | -42.14% | Q4 2025 | Jan 26, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,417 | 365 | 0.02% | 0.02% | 150 | +2,085 | 18.4% | Q4 2025 | Feb 13, 2026 |
| Axim Planning & Wealth | History | Reduced | 12,651 | 344 | 0.36% | 0.31% | 151 | -1,220 | -8.8% | Q4 2025 | Feb 13, 2026 |
| Solstein Capital, LLC | History | No change | 12,516 | 341 | 0.14% | 0.08% | 152 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, LLC | History | New | 12,403 | 338 | 0.04% | — | 153 | +12,403 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,238 | 333 | 0.0% | 0.0% | 154 | +508 | 4.33% | Q4 2025 | Feb 10, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 12,053 | 328 | 0.04% | 0.08% | 155 | -7,354 | -37.89% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 12,053 | 328 | 0.05% | 0.12% | 156 | -7,354 | -37.89% | Q4 2025 | Feb 13, 2026 |
| KWB Wealth | History | Reduced | 11,079 | 302 | 0.03% | 0.32% | 157 | -97,193 | -89.77% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 10,998 | 299 | 0.0% | — | 158 | +10,998 | New | Q4 2025 | Feb 17, 2026 |
| Genesis Wealth Advisors, LLC | History | New | 10,766 | 293 | 0.2% | — | 159 | +10,766 | New | Q4 2025 | Feb 13, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 10,669 | 290 | 0.15% | 0.17% | 160 | -1,587 | -12.95% | Q4 2025 | Feb 12, 2026 |
| Orcam Financial Group | History | No change | 10,140 | 276 | 0.21% | 0.23% | 161 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | New | 10,101 | 275 | 0.0% | — | 162 | +10,101 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 9,845 | 268 | 0.01% | 0.01% | 163 | +95 | 0.97% | Q4 2025 | Feb 06, 2026 |
| NDVR, Inc. | History | New | 9,712 | 264 | 0.22% | — | 164 | +9,712 | New | Q4 2025 | Feb 12, 2026 |
| Advisor Resource Council | History | New | 9,054 | 250 | 0.09% | — | 165 | +9,054 | New | Q4 2025 | Feb 10, 2026 |
| American Trust | History | New | 4,141 | 249 | 0.02% | — | 166 | +4,141 | New | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | New | 8,946 | 243 | 0.01% | — | 167 | +8,946 | New | Q4 2025 | Jan 27, 2026 |
| Caerus Investment Advisors, LLC | History | New | 8,930 | 243 | 0.08% | — | 168 | +8,930 | New | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,559 | 233 | 0.0% | 0.0% | 169 | +1,009 | 13.36% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 8,581 | 233 | 0.01% | 0.01% | 170 | -643 | -6.97% | Q4 2025 | Jan 20, 2026 |
| GWN SECURITIES INC. | History | New | 8,464 | 230 | 0.05% | — | 171 | +8,464 | New | Q4 2025 | Feb 11, 2026 |
| Firestone Capital Management | History | New | 8,350 | 227 | 0.05% | — | 172 | +8,350 | New | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 7,994 | 217 | 0.0% | — | 173 | +7,994 | New | Q4 2025 | Feb 18, 2026 |
| StoneX Group Inc. | History | Reduced | 7,843 | 213 | 0.01% | 0.01% | 174 | -12 | -0.15% | Q4 2025 | Feb 12, 2026 |
| Strive Financial Group ,LLC | History | New | 7,391 | 201 | 0.1% | — | 175 | +7,391 | New | Q4 2025 | Feb 18, 2026 |
| Ankerstar Wealth, LLC | History | New | 5,867 | 159 | 0.16% | — | 176 | +5,867 | New | Q4 2025 | Feb 12, 2026 |
| J.Safra Asset Management Corp | History | Added to | 5,787 | 157 | 0.01% | 0.01% | 177 | +527 | 10.02% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,047 | 137 | 0.01% | 0.01% | 178 | +2,047 | 68.23% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Reduced | 3,741 | 101 | 0.0% | 0.0% | 179 | -1,479 | -28.33% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,289 | 62 | 0.0% | 0.0% | 180 | +309 | 15.61% | Q4 2025 | Jan 13, 2026 |
| SageView Advisory Group, LLC | History | New | 1,862 | 50 | 0.0% | — | 182 | +1,862 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,845 | 50 | 0.0% | 0.0% | 181 | +857 | 86.74% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,750 | 48 | 0.0% | 0.01% | 183 | -3,673 | -67.73% | Q4 2025 | Jan 21, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 1,582 | 43 | 0.03% | 0.09% | 184 | -3,345 | -67.89% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,469 | 40 | 0.0% | 0.0% | 185 | +4 | 0.27% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 1,431 | 39 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,269 | 34 | 0.02% | 0.03% | 187 | -190 | -13.02% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,205 | 32 | 0.0% | 0.01% | 188 | -1,680 | -58.23% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 972 | 26 | 0.0% | 0.0% | 189 | +113 | 13.15% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 979 | 26 | 0.02% | 0.03% | 190 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 976 | 26 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 845 | 23 | 0.0% | — | 192 | +845 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 844 | 22 | 0.0% | 0.0% | 193 | -337,904 | -99.75% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 704 | 19 | 0.0% | 0.0% | 194 | +150 | 27.08% | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 592 | 16 | 0.0% | 0.0% | 195 | +92 | 18.4% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 483 | 13 | 0.0% | 0.0% | 196 | -229 | -32.16% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 470 | 12 | 0.0% | 0.0% | 197 | +236 | 100.85% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 412 | 11 | 0.0% | 0.0% | 198 | +36 | 9.57% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 228 | 6 | 0.0% | 0.0% | 199 | -235,852 | -99.9% | Q4 2025 | Feb 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 236 | 6 | 0.0% | 0.01% | 200 | -135 | -36.39% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 159 | 4 | 0.0% | — | 201 | +159 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 120 | 3 | 0.0% | — | 202 | +120 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | New | 86 | 2 | 0.0% | — | 204 | +86 | New | Q4 2025 | Mar 16, 2026 |
| NVWM, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | New | 52 | 1 | 0.0% | — | 205 | +52 | New | Q4 2025 | Jan 30, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 35 | 1 | 0.0% | — | 207 | +34 | 3400.0% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 66 | 1 | 0.0% | — | 206 | +33 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -86,581 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -41,577 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -38,089 | -100.0% | Q3 2025 | Oct 14, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,822 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -33,569 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -30,188 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TCFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -29,470 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -24,891 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,661 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -17,705 | -100.0% | Q3 2025 | Oct 14, 2025 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -13,476 | -100.0% | Q3 2025 | Nov 04, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,461 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,194 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Stegent Equity Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -10,219 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Trajan Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,465 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,180 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,295 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,120 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -543 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -526 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 12, 2025 |