SPDR INDEX SHARES FUNDS - CWI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,341,561 | 371,468 | 0.03% | 0.02% | 1 | +2,143,714 | 26.15% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,463,614 | 160,333 | 0.09% | 0.09% | 2 | +424,490 | 10.51% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,186,018 | 114,441 | 0.92% | 0.9% | 3 | +390,436 | 13.97% | Q4 2025 | Jan 26, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 2,264,574 | 81,343 | 2.28% | 2.37% | 4 | -101,444 | -4.29% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,755,275 | 63,049 | 0.07% | 0.07% | 5 | +34,244 | 1.99% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 1,646,352 | 59,136 | 0.02% | 0.02% | 6 | +109,282 | 7.11% | Q4 2025 | Feb 11, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 1,412,173 | 50,725 | 1.85% | 1.81% | 7 | -4,183 | -0.3% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,236,220 | 44,405 | 0.12% | 0.05% | 8 | +744,900 | 151.61% | Q4 2025 | Jan 26, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 1,176,881 | 42,273 | 3.56% | 3.45% | 9 | +19,931 | 1.72% | Q4 2025 | Jan 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,073,903 | 38,574 | 0.58% | 0.62% | 10 | -55,795 | -4.94% | Q4 2025 | Jan 22, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 1,026,563 | 37,048 | 1.92% | 1.47% | 11 | +274,957 | 36.58% | Q4 2025 | Feb 06, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 1,004,300 | 36,074 | 3.25% | — | 12 | +1,004,300 | New | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 871,547 | 31,305 | 0.04% | 0.04% | 13 | +110,640 | 14.54% | Q4 2025 | Feb 02, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 833,994 | 29,957 | 3.01% | 2.91% | 14 | +35,085 | 4.39% | Q4 2025 | Jan 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 674,272 | 24,219 | 0.46% | 0.47% | 15 | -10,274 | -1.5% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 631,653 | 22,689 | 0.0% | 0.0% | 16 | +7,431 | 1.19% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 626,658 | 22,509 | 0.04% | 0.01% | 17 | +467,304 | 293.25% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 608,823 | 21,868 | 0.01% | 0.01% | 18 | -33,719 | -5.25% | Q4 2025 | Feb 10, 2026 |
| Jacobi Capital Management LLC | History | Added to | 602,516 | 21,642 | 1.25% | 1.24% | 19 | +20,749 | 3.57% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 582,015 | 20,905 | 0.1% | 0.1% | 20 | +21,570 | 3.85% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 553,488 | 19,881 | 0.4% | 0.42% | 21 | -4,628 | -0.83% | Q4 2025 | Feb 06, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 516,099 | 18,538 | 0.12% | 0.14% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 488,048 | 17,530 | 3.0% | 3.02% | 23 | +8,472 | 1.77% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 472,839 | 17,490 | 0.02% | 0.03% | 24 | -34,585 | -6.82% | Q4 2025 | Jan 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 438,792 | 15,761 | 0.19% | 0.17% | 25 | +21,583 | 5.17% | Q4 2025 | Feb 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 432,437 | 15,533 | 0.54% | 0.49% | 26 | +20,193 | 4.9% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 431,430 | 15,496 | 0.36% | 0.36% | 27 | +750 | 0.17% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 400,093 | 14,371 | 0.02% | 0.02% | 28 | -5,746 | -1.42% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 371,122 | 13,330 | 0.07% | 0.08% | 29 | -2,380 | -0.64% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 363,325 | 13,050 | 0.05% | 0.06% | 30 | +13,985 | 4.0% | Q4 2025 | Feb 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 353,667 | 12,703 | 0.08% | 0.07% | 31 | +9,184 | 2.67% | Q4 2025 | Feb 09, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 340,704 | 12,238 | 0.25% | 0.24% | 32 | +444 | 0.13% | Q4 2025 | Feb 13, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 321,474 | 11,547 | 5.37% | 5.58% | 33 | -7,364 | -2.24% | Q4 2025 | Jan 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 319,480 | 11,476 | 0.17% | 0.16% | 34 | +8,101 | 2.6% | Q4 2025 | Feb 09, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 308,380 | 11,077 | 2.59% | 2.4% | 35 | +28,109 | 10.03% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | Reduced | 298,280 | 10,714 | 0.09% | 0.11% | 36 | -3,632 | -1.2% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Added to | 275,790 | 10,201 | 0.11% | 0.11% | 37 | +12,137 | 4.6% | Q4 2025 | Jan 26, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 272,251 | 9,779 | 1.13% | 1.21% | 38 | -15,087 | -5.25% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 264,007 | 9,483 | 0.0% | 0.0% | 39 | +12,744 | 5.07% | Q4 2025 | Feb 12, 2026 |
| Friday Financial | History | Added to | 259,875 | 9,334 | 3.29% | 3.48% | 40 | +22,117 | 9.3% | Q4 2025 | Jan 09, 2026 |
| UBS Group AG | History | Added to | 257,310 | 9,242 | 0.0% | 0.0% | 41 | +4,434 | 1.75% | Q4 2025 | Jan 29, 2026 |
| Mach-1 Financial Group, LLC | History | New | 241,519 | 8,675 | 1.78% | — | 42 | +241,519 | New | Q4 2025 | Feb 06, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 239,740 | 8,611 | 8.12% | 8.11% | 43 | +6,978 | 3.0% | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 216,904 | 7,791 | 0.0% | 0.0% | 44 | -7,298 | -3.26% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 200,747 | 7,210 | 0.0% | 0.0% | 45 | -281 | -0.14% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 199,000 | 7,148 | 0.02% | 0.03% | 46 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 196,913 | 7,073 | 0.0% | 0.0% | 47 | +27,742 | 16.4% | Q4 2025 | Feb 18, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 190,435 | 6,840 | 0.97% | 1.01% | 48 | -473 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 188,971 | 6,787 | 2.04% | 2.04% | 49 | -6,103 | -3.13% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 184,796 | 6,637 | 0.0% | 0.0% | 50 | +401 | 0.22% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 182,795 | 6,566 | 0.02% | 0.02% | 51 | -11,548 | -5.94% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 181,750 | 6,528 | 0.01% | 0.01% | 52 | -7,734 | -4.08% | Q4 2025 | Feb 12, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 178,309 | 6,404 | 1.13% | 1.13% | 53 | -535 | -0.3% | Q4 2025 | Jan 15, 2026 |
| CVFG LLC | History | Added to | 175,930 | 6,319 | 4.33% | 4.26% | 54 | +7,129 | 4.22% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 157,737 | 5,666 | 0.01% | 0.01% | 55 | +39,541 | 33.45% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 157,360 | 5,652 | 0.07% | 0.07% | 56 | +67 | 0.04% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Reduced | 156,467 | 5,620 | 0.01% | 0.01% | 57 | -505 | -0.32% | Q4 2025 | Feb 13, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 156,285 | 5,613 | 2.72% | 2.78% | 58 | -4,696 | -2.92% | Q4 2025 | Jan 27, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 144,798 | 5,201 | 0.06% | 0.07% | 59 | -1,613 | -1.1% | Q4 2025 | Jan 26, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 142,778 | 5,128 | 1.34% | 1.41% | 60 | -2,353 | -1.62% | Q4 2025 | Jan 26, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 139,004 | 4,993 | 0.69% | 0.76% | 61 | +2,419 | 1.77% | Q4 2025 | Jan 21, 2026 |
| CWC Advisors, LLC. | History | Added to | 137,293 | 4,931 | 2.38% | 2.32% | 62 | +1,878 | 1.39% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | Reduced | 136,483 | 4,902 | 0.01% | 0.01% | 63 | -565 | -0.41% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | Added to | 129,139 | 4,638 | 0.06% | 0.06% | 64 | +4,953 | 3.99% | Q4 2025 | Feb 04, 2026 |
| Montecito Bank & Trust | History | Reduced | 125,091 | 4,493 | 0.72% | 0.7% | 65 | -3,191 | -2.49% | Q4 2025 | Jan 09, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 124,318 | 4,465 | 0.07% | 0.06% | 66 | +15,098 | 13.82% | Q4 2025 | Jan 13, 2026 |
| Savant Capital, LLC | History | Reduced | 110,868 | 3,982 | 0.02% | 0.03% | 67 | -12,430 | -10.08% | Q4 2025 | Feb 10, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 109,702 | 3,940 | 1.53% | 1.47% | 68 | -540 | -0.49% | Q4 2025 | Feb 13, 2026 |
| NOVEM GROUP | History | Added to | 105,651 | 3,794 | 0.44% | 0.43% | 69 | +1,525 | 1.46% | Q4 2025 | Jan 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 102,718 | 3,689 | 0.08% | 0.08% | 70 | +2,688 | 2.69% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 92,790 | 3,333 | 0.02% | 0.01% | 71 | +49,018 | 111.98% | Q4 2025 | Feb 17, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 92,071 | 3,307 | 0.53% | 0.27% | 72 | +44,143 | 92.1% | Q4 2025 | Feb 09, 2026 |
| BTC Capital Management, Inc. | History | Added to | 91,457 | 3,285 | 0.23% | 0.22% | 73 | +1,871 | 2.09% | Q4 2025 | Jan 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 91,208 | 3,276 | 0.07% | 0.07% | 74 | +2,172 | 2.44% | Q4 2025 | Feb 02, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 90,481 | 3,250 | 0.11% | 0.11% | 75 | -834 | -0.91% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 83,879 | 3,013 | 0.02% | — | 76 | +83,879 | New | Q4 2025 | Feb 18, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 82,334 | 2,957 | 0.75% | 0.08% | 77 | +73,349 | 816.35% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 81,418 | 2,924 | 0.0% | 0.0% | 78 | +1,937 | 2.44% | Q4 2025 | Feb 11, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 81,041 | 2,910 | 0.09% | 0.09% | 79 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 80,836 | 2,903 | 0.0% | 0.0% | 80 | +1,369 | 1.72% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 78,800 | 2,830 | 0.0% | — | 81 | +78,800 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 76,898 | 2,762 | 0.02% | 0.02% | 82 | +101 | 0.13% | Q4 2025 | Feb 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | New | 73,730 | 2,758 | 0.19% | — | 83 | +73,730 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 75,283 | 2,704 | 0.0% | 0.0% | 84 | -17,462 | -18.83% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 73,980 | 2,657 | 0.01% | 0.01% | 85 | +12,060 | 19.48% | Q4 2025 | Feb 13, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 71,239 | 2,558 | 0.62% | 0.62% | 86 | -800 | -1.11% | Q4 2025 | Jan 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 69,349 | 2,491 | 0.0% | 0.0% | 87 | +45,240 | 187.65% | Q4 2025 | Mar 25, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 64,041 | 2,300 | 0.09% | 0.05% | 88 | +29,347 | 84.59% | Q4 2025 | Jan 14, 2026 |
| EASTERN BANK | History | Reduced | 63,914 | 2,295 | 0.04% | 0.06% | 89 | -26,653 | -29.43% | Q4 2025 | Jan 14, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 62,274 | 2,236 | 0.26% | 0.28% | 90 | -7,425 | -10.65% | Q4 2025 | Jan 22, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 60,392 | 2,169 | 0.0% | 0.0% | 91 | -159 | -0.26% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 59,896 | 2,151 | 0.01% | 0.02% | 92 | -7,391 | -10.98% | Q4 2025 | Feb 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 53,903 | 1,936 | 0.13% | 0.14% | 93 | -1,355 | -2.45% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 52,879 | 1,899 | 0.0% | 0.0% | 94 | +1,272 | 2.46% | Q4 2025 | Mar 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 51,372 | 1,845 | 0.02% | 0.0% | 95 | +49,138 | 2199.55% | Q4 2025 | Jan 23, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 49,665 | 1,783 | 0.18% | 0.18% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 48,403 | 1,739 | 0.0% | — | 97 | +48,403 | New | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 45,530 | 1,635 | 0.0% | 0.0% | 98 | -395 | -0.86% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 44,732 | 1,606 | 0.0% | 0.0% | 99 | +6,043 | 15.62% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 43,881 | 1,576 | 0.03% | 0.03% | 100 | -375 | -0.85% | Q4 2025 | Feb 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 45,869 | 1,564 | 0.0% | 0.0% | 101 | -1,258 | -2.67% | Q4 2025 | Mar 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 43,331 | 1,556 | 0.0% | 0.0% | 102 | +4,206 | 10.75% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 38,214 | 1,372 | 0.02% | 0.02% | 103 | +253 | 0.67% | Q4 2025 | Jan 22, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 38,074 | 1,367 | 0.1% | 0.1% | 104 | +509 | 1.35% | Q4 2025 | Feb 11, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 36,922 | 1,326 | 0.86% | 0.9% | 105 | -994 | -2.62% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 35,670 | 1,281 | 0.0% | — | 106 | +35,670 | New | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 36,437 | 1,272 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 31,358 | 1,126 | 0.23% | 0.24% | 108 | -737 | -2.3% | Q4 2025 | Jan 22, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 31,341 | 1,125 | 0.04% | 0.04% | 109 | -1,737 | -5.25% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | New | 30,777 | 1,105 | 0.02% | — | 110 | +30,777 | New | Q4 2025 | Jan 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 28,227 | 1,086 | 0.02% | 0.03% | 111 | -1,611 | -5.4% | Q4 2025 | Feb 09, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 30,097 | 1,081 | 0.15% | 0.15% | 112 | -74 | -0.25% | Q4 2025 | Jan 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 28,318 | 1,017 | 0.0% | 0.0% | 113 | +18 | 0.06% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 28,103 | 1,009 | 0.17% | 0.17% | 114 | -726 | -2.52% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 28,032 | 1,006 | 0.02% | 0.02% | 115 | +3,593 | 14.7% | Q4 2025 | Feb 06, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 27,693 | 994 | 0.01% | 0.0% | 116 | +17,508 | 171.9% | Q4 2025 | Feb 10, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 25,771 | 925 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | No change | 24,496 | 879 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 23,790 | 854 | 0.03% | 0.02% | 119 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Financially in Tune, LLC | History | New | 23,711 | 851 | 0.79% | — | 120 | +23,711 | New | Q4 2025 | Feb 27, 2026 |
| BBR PARTNERS, LLC | History | No change | 23,341 | 838 | 0.04% | 0.05% | 121 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 21,444 | 770 | 0.55% | 0.57% | 122 | -114 | -0.53% | Q4 2025 | Jan 23, 2026 |
| Rare Wolf Capital LLC | History | New | 21,298 | 765 | 0.48% | — | 123 | +21,298 | New | Q4 2025 | Feb 19, 2026 |
| Betterment LLC | History | Added to | 21,113 | 758 | 0.0% | 0.0% | 124 | +1,936 | 10.1% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 20,397 | 732 | 0.0% | — | 125 | +20,378 | 107252.63% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 20,162 | 724 | 0.02% | 0.01% | 126 | +9,126 | 82.69% | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 19,726 | 708 | 0.03% | 0.21% | 127 | -164,141 | -89.27% | Q4 2025 | Feb 17, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 19,306 | 693 | 0.17% | 0.15% | 128 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 19,134 | 687 | 0.02% | 0.01% | 129 | +10,840 | 130.7% | Q4 2025 | Jan 27, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 18,846 | 676 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 18,091 | 649 | 0.11% | — | 131 | +18,091 | New | Q4 2025 | Feb 18, 2026 |
| WFA of San Diego, LLC | History | Added to | 17,712 | 636 | 0.47% | 0.42% | 132 | +15 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Iowa State Bank | History | Reduced | 17,548 | 630 | 0.12% | 0.12% | 134 | -127 | -0.72% | Q4 2025 | Jan 06, 2026 |
| BOKF, NA | History | No change | 17,553 | 630 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 17,330 | 622 | 0.3% | 0.27% | 135 | +1,184 | 7.33% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | No change | 17,043 | 612 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FULTON BANK, N.A. | History | No change | 17,000 | 610 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 15,977 | 597 | 0.1% | 0.11% | 138 | -451 | -2.75% | Q4 2025 | Jan 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 16,397 | 588 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 16,287 | 585 | 0.41% | 0.3% | 140 | +4,584 | 39.17% | Q4 2025 | Jan 23, 2026 |
| Kure Advisory, LLC | History | No change | 15,762 | 566 | 0.32% | 0.34% | 141 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Clarity Capital Advisors, LLC | History | New | 15,388 | 552 | 0.28% | — | 142 | +15,388 | New | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 15,192 | 545 | 0.0% | 0.0% | 143 | +37 | 0.24% | Q4 2025 | Feb 10, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 14,445 | 518 | 0.11% | 0.11% | 144 | +205 | 1.44% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 14,281 | 512 | 0.03% | 0.03% | 145 | +11 | 0.08% | Q4 2025 | Feb 05, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 13,580 | 505 | 0.26% | 0.27% | 146 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,993 | 502 | 0.04% | 0.03% | 147 | +3,596 | 34.59% | Q4 2025 | Jan 26, 2026 |
| Simplicity Wealth,LLC | History | Added to | 13,735 | 493 | 0.03% | 0.03% | 148 | +416 | 3.12% | Q4 2025 | Jan 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 13,003 | 467 | 0.0% | 0.0% | 149 | +6,000 | 85.68% | Q4 2025 | Feb 13, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 12,977 | 466 | 0.23% | 0.23% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 12,905 | 464 | 0.02% | — | 151 | +12,905 | New | Q4 2025 | Feb 23, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 12,596 | 452 | 0.02% | 0.02% | 152 | +100 | 0.8% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 12,377 | 444 | 0.0% | 0.0% | 153 | -51 | -0.41% | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 12,247 | 439 | 0.06% | 0.05% | 154 | +3,953 | 47.66% | Q4 2025 | Jan 27, 2026 |
| Bleakley Financial Group, LLC | History | New | 12,097 | 434 | 0.01% | — | 155 | +12,097 | New | Q4 2025 | Feb 09, 2026 |
| Radnor Capital Management, LLC | History | No change | 12,000 | 431 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,938 | 428 | 0.0% | 0.0% | 157 | -862 | -6.73% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE GROUP LLC | History | New | 11,702 | 420 | 0.02% | — | 158 | +11,702 | New | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Added to | 11,426 | 410 | 0.0% | 0.0% | 159 | +2,864 | 33.45% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Added to | 11,373 | 409 | 0.02% | 0.04% | 160 | +3,005 | 35.91% | Q4 2025 | Feb 12, 2026 |
| Curi Capital, LLC | History | No change | 11,321 | 406 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TODD ASSET MANAGEMENT LLC | History | New | 11,272 | 404 | 0.01% | — | 162 | +11,272 | New | Q4 2025 | Feb 09, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 11,122 | 399 | 0.03% | 0.03% | 163 | -573 | -4.9% | Q4 2025 | Feb 04, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 10,582 | 380 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 10,541 | 378 | 0.13% | 0.14% | 165 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | New | 10,464 | 375 | 0.04% | — | 166 | +10,464 | New | Q4 2025 | Jan 20, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 10,276 | 369 | 0.07% | 0.07% | 167 | -661 | -6.04% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 10,174 | 365 | 0.01% | 0.01% | 168 | +35 | 0.35% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | New | 10,038 | 360 | 0.0% | — | 169 | +10,038 | New | Q4 2025 | Jan 30, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 10,023 | 360 | 0.05% | 0.05% | 170 | +158 | 1.6% | Q4 2025 | Jan 23, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 9,950 | 357 | 0.19% | 0.22% | 171 | -1,825 | -15.5% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 9,884 | 355 | 0.0% | 0.0% | 172 | -1,532 | -13.42% | Q4 2025 | Jan 26, 2026 |
| Key FInancial Inc | History | No change | 9,815 | 352 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Krilogy Financial LLC | History | Added to | 9,216 | 347 | 0.01% | 0.01% | 174 | +38 | 0.41% | Q4 2025 | Jan 27, 2026 |
| Sharkey, Howes & Javer | History | No change | 9,463 | 339 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 9,396 | 337 | 0.18% | 0.24% | 176 | -2,969 | -24.01% | Q4 2025 | Jan 30, 2026 |
| Avestar Capital, LLC | History | No change | 9,363 | 336 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | No change | 9,195 | 331 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,745 | 314 | 0.0% | 0.0% | 179 | +826 | 10.43% | Q4 2025 | Feb 11, 2026 |
| ARS Investment Partners, LLC | History | No change | 8,579 | 308 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 8,342 | 299 | 0.01% | 0.01% | 181 | -151 | -1.78% | Q4 2025 | Jan 21, 2026 |
| Sentry LLC | History | No change | 8,250 | 296 | 0.08% | 0.07% | 182 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Glassman Wealth Services | History | No change | 7,978 | 286 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| True Link Financial Advisors, LLC | History | New | 7,658 | 275 | 0.02% | — | 184 | +7,658 | New | Q4 2025 | Jan 29, 2026 |
| BIP Wealth, LLC | History | Reduced | 7,399 | 265 | 0.01% | 0.01% | 185 | -80 | -1.07% | Q4 2025 | Jan 21, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,258 | 260 | 0.0% | — | 186 | +7,258 | New | Q4 2025 | Feb 18, 2026 |
| Center For Asset Management LLC | History | No change | 7,097 | 254 | 0.13% | 0.13% | 187 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sage Mountain Advisors LLC | History | No change | 7,067 | 253 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 7,005 | 251 | 0.01% | 0.02% | 189 | -3,243 | -31.65% | Q4 2025 | Jan 14, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 6,979 | 250 | 0.06% | 0.07% | 190 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GoalVest Advisory LLC | History | No change | 6,979 | 250 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 6,548 | 247 | 0.16% | 0.18% | 192 | -366 | -5.29% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 6,804 | 244 | 0.0% | 0.0% | 193 | +2,818 | 70.7% | Q4 2025 | Jan 26, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 6,800 | 244 | 0.12% | 0.13% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 6,644 | 238 | 0.01% | 0.01% | 195 | -85 | -1.26% | Q4 2025 | Jan 14, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 6,540 | 234 | 0.09% | 0.1% | 196 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,490 | 233 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 6,411 | 230 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RVW Wealth, LLC | History | No change | 6,425 | 230 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DMC Group, LLC | History | Added to | 6,270 | 225 | 0.15% | 0.15% | 200 | +104 | 1.69% | Q4 2025 | Jan 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,148 | 220 | 0.0% | — | 202 | +6,148 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 6,149 | 220 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cooke Wealth Management, LLC | History | New | 5,757 | 215 | 0.19% | — | 203 | +5,757 | New | Q4 2025 | Jan 21, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 5,918 | 212 | 0.01% | 0.01% | 204 | -1,750 | -22.82% | Q4 2025 | Feb 09, 2026 |
| Van Hulzen Asset Management, LLC | History | New | 5,826 | 209 | 0.02% | — | 205 | +5,826 | New | Q4 2025 | Feb 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 5,812 | 208 | 0.0% | — | 206 | +5,812 | New | Q4 2025 | Feb 17, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 5,775 | 207 | 0.14% | 0.15% | 207 | -292 | -4.81% | Q4 2025 | Feb 02, 2026 |
| WASHINGTON TRUST Co | History | New | 5,700 | 204 | 0.01% | — | 208 | +5,700 | New | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,225 | 187 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 4,462 | 165 | 0.0% | 0.0% | 210 | -1,427 | -24.23% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,456 | 160 | 0.0% | 0.0% | 211 | +3,032 | 212.92% | Q4 2025 | Feb 12, 2026 |
| First Pacific Financial | History | Added to | 4,346 | 156 | 0.02% | 0.02% | 212 | +76 | 1.78% | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,170 | 149 | 0.0% | 0.0% | 213 | +222 | 5.62% | Q4 2025 | Jan 28, 2026 |
| 10Elms LLP | History | Reduced | 3,833 | 137 | 0.13% | 0.15% | 214 | -1,052 | -21.54% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 3,737 | 134 | 0.0% | — | 215 | +3,737 | New | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 3,200 | 114 | 0.03% | 0.03% | 216 | -161 | -4.79% | Q4 2025 | Jan 23, 2026 |
| GLENMEDE TRUST CO NA | History | New | 3,075 | 110 | 0.0% | — | 217 | +3,075 | New | Q4 2025 | Feb 17, 2026 |
| Basepoint Wealth LLC | History | New | 2,505 | 89 | 0.05% | — | 218 | +2,505 | New | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,305 | 82 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TSFG, LLC | History | No change | 1,969 | 71 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,717 | 61 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| YANKCOM Partnership | History | No change | 1,538 | 55 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,483 | 53 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Newton One Investments LLC | History | Added to | 1,444 | 51 | 0.02% | 0.01% | 224 | +25 | 1.76% | Q4 2025 | Jan 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,400 | 50 | 0.0% | — | 226 | +1,400 | New | Q4 2025 | Jan 30, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,397 | 50 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,312 | 47 | 0.04% | 0.03% | 227 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Blue Trust, Inc. | History | Added to | 1,174 | 42 | 0.0% | 0.0% | 228 | +655 | 126.2% | Q4 2025 | Jan 16, 2026 |
| COMERICA BANK | History | Added to | 1,119 | 40 | 0.0% | 0.0% | 229 | +119 | 11.9% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 932 | 33 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 884 | 31 | 0.01% | 0.01% | 231 | +14 | 1.61% | Q4 2025 | Feb 05, 2026 |
| Qube Research & Technologies Ltd | History | New | 841 | 30 | 0.0% | — | 232 | +841 | New | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | No change | 800 | 28 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 765 | 27 | 0.0% | 0.0% | 234 | +13 | 1.73% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 690 | 24 | 0.0% | 0.0% | 235 | +150 | 27.78% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 641 | 23 | 0.0% | 0.0% | 237 | -1 | -0.16% | Q4 2025 | Feb 03, 2026 |
| MCF Advisors LLC | History | No change | 667 | 23 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 561 | 20 | 0.0% | 0.0% | 238 | -1,339 | -70.47% | Q4 2025 | Jan 20, 2026 |
| Investors Research Corp | History | Reduced | 523 | 18 | 0.0% | 0.01% | 240 | -340 | -39.4% | Q4 2025 | Jan 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 523 | 18 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MTM Investment Management, LLC | History | No change | 528 | 18 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 492 | 17 | 0.0% | — | 242 | +492 | New | Q4 2025 | Feb 06, 2026 |
| Clean Yield Group | History | New | 462 | 16 | 0.0% | — | 243 | +462 | New | Q4 2025 | Jan 26, 2026 |
| BankPlus Trust Department | History | No change | 468 | 16 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Joseph Group Capital Management | History | Reduced | 435 | 15 | 0.0% | 0.01% | 245 | -202 | -31.71% | Q4 2025 | Jan 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 360 | 13 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | No change | 374 | 13 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 331 | 11 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 305 | 10 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Davis Capital Management | History | New | 238 | 8 | 0.01% | — | 250 | +238 | New | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 174 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 146 | 5 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 154 | 5 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 136 | 4 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOEY INVESTMENTS, INC | History | New | 108 | 3 | 0.0% | — | 256 | +108 | New | Q4 2025 | Jan 28, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 94 | 3 | 0.0% | 0.0% | 255 | +42 | 80.77% | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | No change | 25 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105,576 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,993 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,331 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -1,304 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -563 | -99.82% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -552 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -325 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Smartleaf Asset Management LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 13, 2026 |
| Wilkerson Advisory Group LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 10, 2025 |