LITMAN GREGORY FUNDS TRUST - DBMF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 7,845,100 | 220,133 | 0.01% | 0.01% | 1 | +149,909 | 1.95% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,374,483 | 206,927 | 0.01% | 0.0% | 2 | +7,369,216 | 139912.97% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 5,637,634 | 158,192 | 0.04% | 0.04% | 3 | +355,157 | 6.72% | Q4 2025 | Feb 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | New | 3,121,070 | 87,820 | 0.21% | — | 4 | +3,121,070 | New | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,167,671 | 60,824 | 0.04% | 0.04% | 5 | +198,372 | 10.07% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Added to | 1,620,248 | 45,464 | 0.11% | 0.04% | 6 | +917,173 | 130.45% | Q4 2025 | Feb 13, 2026 |
| Parcion Private Wealth LLC | History | Added to | 1,556,637 | 43,679 | 2.66% | 2.62% | 7 | +19,903 | 1.3% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,457,155 | 40,887 | 0.01% | 0.01% | 8 | +89,369 | 6.53% | Q4 2025 | Feb 18, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,164,616 | 32,679 | 2.14% | 2.2% | 9 | +41,605 | 3.7% | Q4 2025 | Feb 05, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 1,114,037 | 31,259 | 2.29% | 2.34% | 10 | -41,761 | -3.61% | Q4 2025 | Feb 12, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 1,050,555 | 29,478 | 3.36% | 3.55% | 11 | -20,626 | -1.93% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Added to | 965,864 | 27,102 | 0.15% | 0.16% | 12 | +2,218 | 0.23% | Q4 2025 | Feb 10, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 859,178 | 24,108 | 0.89% | 0.95% | 13 | +37,415 | 4.55% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 759,975 | 21,325 | 0.0% | — | 14 | +759,975 | New | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 644,354 | 18,080 | 0.18% | 0.19% | 15 | -20,089 | -3.02% | Q4 2025 | Feb 13, 2026 |
| Austin Wealth Management, LLC | History | Added to | 635,783 | 17,979 | 2.66% | 2.71% | 16 | +25,661 | 4.21% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 622,541 | 17,468 | 0.01% | 0.01% | 17 | -29,020 | -4.45% | Q4 2025 | Feb 10, 2026 |
| ROCKLAND TRUST CO | History | Added to | 606,018 | 17,004 | 0.67% | 0.53% | 18 | +130,070 | 27.33% | Q4 2025 | Jan 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 599,282 | 16,815 | 3.96% | 3.96% | 19 | +9,701 | 1.65% | Q4 2025 | Feb 02, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 570,325 | 16,003 | 0.14% | 0.14% | 20 | -4,563 | -0.79% | Q4 2025 | Feb 05, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 565,318 | 15,862 | 1.84% | 1.76% | 21 | +29,386 | 5.48% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 548,434 | 15,389 | 0.02% | 0.02% | 22 | +22,059 | 4.19% | Q4 2025 | Feb 12, 2026 |
| Penserra Capital Management LLC | History | New | 531,851 | 14,923 | 0.18% | — | 23 | +531,851 | New | Q4 2025 | Feb 12, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Added to | 494,071 | 13,863 | 7.45% | 7.35% | 24 | +9,991 | 2.06% | Q4 2025 | Jan 28, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 472,305 | 13,252 | 2.62% | 2.6% | 25 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 470,247 | 13,195 | 0.16% | 0.17% | 26 | -3,904 | -0.82% | Q4 2025 | Jan 26, 2026 |
| Fortitude Family Office, LLC | History | Added to | 448,656 | 12,589 | 2.93% | 2.44% | 27 | +116,484 | 35.07% | Q4 2025 | Jan 15, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | New | 437,012 | 12,262 | 2.72% | — | 28 | +437,012 | New | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 435,523 | 12,220 | 0.06% | 0.06% | 29 | +2,804 | 0.65% | Q4 2025 | Feb 17, 2026 |
| Innova Wealth Partners | History | Added to | 428,563 | 12,025 | 6.07% | 0.49% | 30 | +395,047 | 1178.68% | Q4 2025 | Jan 07, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 372,915 | 10,463 | 0.61% | 0.44% | 31 | +109,324 | 41.47% | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | Added to | 345,677 | 9,699 | 1.64% | 1.61% | 32 | +11,099 | 3.32% | Q4 2025 | Feb 17, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 322,366 | 9,045 | 4.3% | 4.4% | 33 | -6,324 | -1.92% | Q4 2025 | Jan 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 317,329 | 8,904 | 0.0% | 0.0% | 34 | -57,362 | -15.31% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 303,933 | 8,528 | 0.09% | 0.07% | 35 | +143,063 | 88.93% | Q4 2025 | Jan 23, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 302,180 | 8,479 | 1.99% | 2.23% | 36 | -60,224 | -16.62% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 293,747 | 8,242 | 0.07% | 0.03% | 37 | +187,131 | 175.52% | Q4 2025 | Jan 26, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 290,158 | 8,141 | 0.14% | 0.24% | 38 | -130,310 | -30.99% | Q4 2025 | Feb 19, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 270,686 | 7,595 | 1.44% | 1.0% | 39 | +8,895 | 3.4% | Q4 2025 | Feb 02, 2026 |
| Leelyn Smith, LLC | History | Reduced | 257,482 | 7,224 | 1.04% | 1.08% | 40 | -5,826 | -2.21% | Q4 2025 | Jan 28, 2026 |
| FMA Wealth Management, LLC | History | New | 247,483 | 6,944 | 4.5% | — | 41 | +247,483 | New | Q4 2025 | Jan 13, 2026 |
| Cetera Investment Advisers | History | Added to | 246,435 | 6,914 | 0.01% | 0.01% | 42 | +32,044 | 14.95% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 244,935 | 6,872 | 0.02% | 0.02% | 43 | -8,818 | -3.48% | Q4 2025 | Feb 13, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 216,508 | 6,075 | 2.51% | 2.53% | 44 | +1,000 | 0.46% | Q4 2025 | Jan 28, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 211,563 | 5,936 | 1.29% | 1.31% | 45 | +1,599 | 0.76% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 210,496 | 5,906 | 0.04% | 0.04% | 46 | +26,942 | 14.68% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 209,575 | 5,880 | 0.0% | 0.0% | 47 | +113,038 | 117.09% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 209,240 | 5,871 | 0.02% | 0.02% | 48 | +302 | 0.14% | Q4 2025 | Feb 05, 2026 |
| CSS LLC/IL | History | No change | 205,764 | 5,773 | 0.26% | 0.25% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 204,310 | 5,732 | 0.1% | 0.03% | 50 | +108,000 | 112.14% | Q4 2025 | Feb 18, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 200,182 | 5,617 | 1.15% | 1.11% | 51 | +7,625 | 3.96% | Q4 2025 | Jan 15, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 195,943 | 5,498 | 3.35% | 3.22% | 52 | +8,344 | 4.45% | Q4 2025 | Jan 22, 2026 |
| Carrera Capital Advisors | History | New | 195,638 | 5,489 | 0.92% | — | 53 | +195,638 | New | Q4 2025 | Jan 30, 2026 |
| Fermata Advisors, LLC | History | Added to | 179,200 | 5,028 | 1.21% | 0.93% | 54 | +45,373 | 33.9% | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Reduced | 174,368 | 4,893 | 0.01% | 0.01% | 55 | -7,165 | -3.95% | Q4 2025 | Jan 26, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 161,710 | 4,537 | 0.24% | 0.31% | 56 | -77,503 | -32.4% | Q4 2025 | Feb 12, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 148,138 | 4,156 | 2.6% | 2.42% | 57 | +19,398 | 15.07% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Added to | 144,340 | 4,050 | 0.26% | 0.26% | 58 | +1,046 | 0.73% | Q4 2025 | Feb 10, 2026 |
| ENTREWEALTH, LLC | History | Added to | 130,465 | 3,934 | 1.77% | 1.65% | 59 | +13,002 | 11.07% | Q4 2025 | Feb 13, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 139,971 | 3,927 | 2.67% | 2.67% | 60 | +2,798 | 2.04% | Q4 2025 | Feb 02, 2026 |
| Live Oak Investment Partners | History | Added to | 138,022 | 3,872 | 2.38% | 2.38% | 61 | +6,333 | 4.81% | Q4 2025 | Jan 29, 2026 |
| Ethos Financial Group, LLC | History | Added to | 137,203 | 3,849 | 0.28% | 0.03% | 62 | +124,176 | 953.22% | Q4 2025 | Jan 20, 2026 |
| Elyxium Wealth, LLC | History | Added to | 137,007 | 3,844 | 1.07% | 0.89% | 63 | +44,017 | 47.34% | Q4 2025 | Feb 05, 2026 |
| ASPIRIANT, LLC | History | New | 130,604 | 3,664 | 0.11% | — | 64 | +130,604 | New | Q4 2025 | Jan 20, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 129,200 | 3,625 | 1.63% | 1.59% | 65 | +4,345 | 3.48% | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 127,623 | 3,581 | 0.13% | 0.16% | 66 | -34,072 | -21.07% | Q4 2025 | Jan 13, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Added to | 127,654 | 3,581 | 0.45% | 0.45% | 67 | +6,177 | 5.08% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 119,401 | 3,350 | 0.04% | 0.04% | 68 | +6,938 | 6.17% | Q4 2025 | Feb 05, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 117,811 | 3,305 | 0.33% | 0.33% | 69 | +2,085 | 1.8% | Q4 2025 | Feb 17, 2026 |
| Worth Asset Management, LLC | History | Added to | 114,036 | 3,199 | 1.36% | 0.1% | 70 | +105,746 | 1275.59% | Q4 2025 | Jan 14, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | New | 99,897 | 2,926 | 1.95% | — | 71 | +99,897 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 97,357 | 2,731 | 0.01% | 0.02% | 72 | -13,435 | -12.13% | Q4 2025 | Jan 29, 2026 |
| MKD WEALTH COACHES, LLC | History | Reduced | 91,904 | 2,578 | 2.58% | 2.56% | 73 | -2,088 | -2.22% | Q4 2025 | Jan 12, 2026 |
| Fairman Group, LLC | History | Added to | 89,205 | 2,503 | 2.0% | 1.83% | 74 | +5,834 | 7.0% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 88,300 | 2,477 | 0.0% | 0.0% | 75 | +5,400 | 6.51% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 87,146 | 2,445 | 0.01% | 0.01% | 76 | +10,935 | 14.35% | Q4 2025 | Feb 18, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 81,615 | 2,290 | 1.51% | 0.32% | 77 | +64,569 | 378.79% | Q4 2025 | Jan 22, 2026 |
| Midwest Financial Group LLC | History | Added to | 80,578 | 2,261 | 1.0% | 0.95% | 78 | +7,573 | 10.37% | Q4 2025 | Jan 20, 2026 |
| Canal Capital Management, LLC | History | Reduced | 78,236 | 2,195 | 0.31% | 0.38% | 79 | -13,857 | -15.05% | Q4 2025 | Jan 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 75,945 | 2,131 | 0.17% | 0.11% | 80 | +26,080 | 52.3% | Q4 2025 | Feb 17, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 75,842 | 2,128 | 1.5% | 1.23% | 81 | +13,977 | 22.59% | Q4 2025 | Feb 03, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 72,770 | 2,041 | 0.12% | 0.11% | 82 | -1,687 | -2.27% | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 72,270 | 2,033 | 0.03% | 0.0% | 83 | +59,032 | 445.93% | Q4 2025 | Feb 03, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 71,817 | 2,015 | 0.17% | 0.14% | 84 | +12,230 | 20.52% | Q4 2025 | Jan 21, 2026 |
| IFG Advisory, LLC | History | Added to | 69,822 | 1,959 | 0.09% | 0.08% | 85 | +6,183 | 9.72% | Q4 2025 | Feb 10, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 68,213 | 1,914 | 0.31% | 0.31% | 86 | +114 | 0.17% | Q4 2025 | Jan 27, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 64,067 | 1,825 | 0.41% | 0.43% | 87 | +1,402 | 2.24% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Added to | 63,901 | 1,793 | 0.0% | 0.0% | 88 | +6,650 | 11.62% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 60,080 | 1,685 | 0.0% | — | 89 | +60,080 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 59,498 | 1,669 | 0.0% | 0.0% | 90 | -10,616 | -15.14% | Q4 2025 | Feb 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 58,914 | 1,653 | 0.13% | — | 91 | +58,914 | New | Q4 2025 | Jan 23, 2026 |
| E&G Advisors, LP | History | Reduced | 57,057 | 1,601 | 0.36% | 0.46% | 92 | -15,300 | -21.15% | Q4 2025 | Jan 23, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 55,325 | 1,552 | 0.77% | 0.85% | 93 | -5,504 | -9.05% | Q4 2025 | Jan 23, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 49,585 | 1,428 | 1.32% | — | 94 | +49,585 | New | Q4 2025 | Feb 18, 2026 |
| Smart Portfolios, LLC | History | Added to | 50,709 | 1,422 | 1.42% | 0.97% | 95 | +13,729 | 37.13% | Q4 2025 | Jan 30, 2026 |
| RHS Financial, LLC | History | Reduced | 50,388 | 1,413 | 0.69% | 0.77% | 96 | -3,765 | -6.95% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Added to | 50,239 | 1,409 | 0.01% | 0.01% | 97 | +2,086 | 4.33% | Q4 2025 | Feb 13, 2026 |
| TORNO CAPITAL, LLC | History | New | 50,000 | 1,403 | 0.31% | — | 98 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 47,065 | 1,320 | 0.02% | 0.02% | 99 | +14,542 | 44.71% | Q4 2025 | Jan 29, 2026 |
| Quadrature Capital Ltd | History | New | 46,907 | 1,316 | 0.01% | — | 100 | +46,907 | New | Q4 2025 | Feb 17, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 46,834 | 1,314 | 0.76% | 1.1% | 101 | -32,646 | -41.07% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 45,288 | 1,268 | 0.0% | 0.0% | 102 | +2,894 | 6.83% | Q4 2025 | Feb 17, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 44,105 | 1,237 | 0.71% | 0.91% | 103 | -12,195 | -21.66% | Q4 2025 | Jan 12, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 43,758 | 1,227 | 0.3% | 0.32% | 104 | -1,706 | -3.75% | Q4 2025 | Jan 28, 2026 |
| Columbus Macro, LLC | History | Added to | 42,260 | 1,185 | 0.13% | 0.13% | 105 | +1,177 | 2.86% | Q4 2025 | Jan 15, 2026 |
| Kovack Advisors, Inc. | History | New | 40,399 | 1,133 | 0.05% | — | 106 | +40,399 | New | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 40,209 | 1,128 | 0.04% | 0.05% | 107 | +55 | 0.14% | Q4 2025 | Jan 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 39,149 | 1,099 | 0.05% | 0.04% | 108 | +5,999 | 18.1% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 38,863 | 1,090 | 0.0% | 0.0% | 109 | -4,712 | -10.81% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 36,369 | 1,020 | 0.0% | 0.0% | 110 | -5,760 | -13.67% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 36,136 | 1,013 | 0.01% | 0.01% | 111 | +4,400 | 13.86% | Q4 2025 | Jan 26, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 35,504 | 996 | 0.11% | 0.08% | 112 | +9,402 | 36.02% | Q4 2025 | Jan 26, 2026 |
| First Growth Capital LLC | History | New | 31,944 | 978 | 0.87% | — | 113 | +31,944 | New | Q4 2025 | Feb 19, 2026 |
| Ares Financial Consulting, LLC | History | New | 34,670 | 972 | 0.93% | — | 114 | +34,670 | New | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 34,018 | 967 | 0.0% | 0.0% | 115 | +4,350 | 14.66% | Q4 2025 | Jan 08, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 33,803 | 948 | 0.65% | 0.79% | 116 | +39 | 0.12% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | Reduced | 31,798 | 931 | 0.05% | 0.05% | 117 | -206 | -0.64% | Q4 2025 | Feb 04, 2026 |
| Simplicity Wealth,LLC | History | Added to | 30,738 | 862 | 0.05% | 0.03% | 118 | +8,780 | 39.99% | Q4 2025 | Jan 30, 2026 |
| Inspire Advisors, LLC | History | Added to | 30,235 | 848 | 0.08% | 0.05% | 119 | +9,748 | 47.58% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 30,218 | 847 | 0.04% | 0.04% | 120 | -469 | -1.53% | Q4 2025 | Feb 13, 2026 |
| City Center Advisors, LLC | History | Added to | 29,712 | 833 | 0.77% | 0.65% | 121 | +5,185 | 21.14% | Q4 2025 | Jan 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 29,058 | 815 | 0.01% | 0.02% | 122 | +1,527 | 5.55% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 28,951 | 812 | 0.01% | 0.01% | 123 | -1,451 | -4.77% | Q4 2025 | Feb 13, 2026 |
| ARWA LLC | History | New | 28,845 | 809 | 0.47% | — | 124 | +28,845 | New | Q4 2025 | Feb 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 28,700 | 805 | 0.0% | 0.0% | 125 | -46,982 | -62.08% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 28,702 | 805 | 0.09% | 0.05% | 126 | +17,287 | 151.44% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 28,316 | 794 | 0.04% | 0.04% | 127 | -1,380 | -4.65% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 28,216 | 791 | 0.0% | 0.0% | 128 | +20,161 | 250.29% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 27,513 | 772 | 0.0% | 0.0% | 129 | +6,254 | 29.42% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 27,384 | 768 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 26,867 | 754 | 0.0% | — | 131 | +26,867 | New | Q4 2025 | Feb 05, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 26,672 | 748 | 0.18% | 0.16% | 132 | -505 | -1.86% | Q4 2025 | Jan 14, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 26,539 | 744 | 0.08% | 0.12% | 133 | -3,491 | -11.63% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 26,539 | 744 | 0.11% | 0.18% | 134 | -3,491 | -11.63% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 26,136 | 733 | 0.21% | 0.11% | 135 | +13,356 | 104.51% | Q4 2025 | Feb 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 25,246 | 708 | 0.03% | 0.03% | 136 | +1,586 | 6.7% | Q4 2025 | Jan 22, 2026 |
| Englebert Financial Advisers, LLC | History | New | 24,748 | 694 | 0.79% | — | 137 | +24,748 | New | Q4 2025 | Feb 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 23,264 | 652 | 0.0% | 0.0% | 138 | -164 | -0.7% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 23,220 | 651 | 0.0% | 0.0% | 139 | +5,791 | 33.23% | Q4 2025 | Feb 17, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 22,446 | 629 | 0.15% | 0.43% | 140 | -40,930 | -64.58% | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 20,408 | 572 | 0.0% | 0.0% | 141 | -1,075 | -5.0% | Q4 2025 | Feb 17, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 20,078 | 563 | 0.22% | 0.23% | 142 | +432 | 2.2% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 19,083 | 535 | 0.0% | 0.0% | 144 | +932 | 5.13% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 19,071 | 535 | 0.02% | 0.02% | 143 | -771 | -3.89% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 19,068 | 535 | 0.24% | 0.23% | 145 | +165 | 0.87% | Q4 2025 | Feb 17, 2026 |
| Glassman Wealth Services | History | New | 18,287 | 513 | 0.07% | — | 146 | +18,287 | New | Q4 2025 | Jan 28, 2026 |
| Guardian Capital, LLC | History | New | 17,520 | 491 | 0.44% | — | 148 | +17,520 | New | Q4 2025 | Feb 05, 2026 |
| Trajan Wealth LLC | History | Reduced | 17,499 | 491 | 0.02% | 0.02% | 147 | -2,696 | -13.35% | Q4 2025 | Feb 06, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 17,018 | 478 | 0.47% | — | 149 | +17,018 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,959 | 475 | 0.0% | 0.0% | 150 | +2,335 | 15.97% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | New | 16,349 | 458 | 0.01% | — | 151 | +16,349 | New | Q4 2025 | Feb 11, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 16,332 | 458 | 0.4% | — | 152 | +16,332 | New | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,507 | 435 | 0.0% | 0.0% | 153 | +1,186 | 8.28% | Q4 2025 | Feb 13, 2026 |
| Leisure Capital Management | History | New | 15,265 | 428 | 0.14% | — | 154 | +15,265 | New | Q4 2025 | Jan 27, 2026 |
| Entelevest, LLC | History | New | 15,177 | 425 | 0.43% | — | 155 | +15,177 | New | Q4 2025 | Feb 11, 2026 |
| PHILADELPHIA TRUST CO | History | New | 15,100 | 424 | 0.03% | — | 156 | +15,100 | New | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 14,782 | 414 | 0.01% | 0.01% | 157 | +147 | 1.0% | Q4 2025 | Feb 03, 2026 |
| Family Office Research LLC | History | Reduced | 13,557 | 396 | 0.16% | 0.41% | 158 | -20,563 | -60.27% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,733 | 385 | 0.0% | 0.0% | 159 | +6,033 | 78.35% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 13,477 | 378 | 0.01% | 0.01% | 160 | +4,051 | 42.98% | Q4 2025 | Feb 04, 2026 |
| ORG Partners LLC | History | Reduced | 13,257 | 371 | 0.07% | 0.07% | 161 | -874 | -6.18% | Q4 2025 | Jan 14, 2026 |
| Frazier Financial Advisors, LLC | History | New | 13,200 | 370 | 0.22% | — | 162 | +13,200 | New | Q4 2025 | Feb 09, 2026 |
| Ignite Planners, LLC | History | New | 12,585 | 367 | 0.06% | — | 163 | +12,585 | New | Q4 2025 | Feb 06, 2026 |
| Snowden Capital Advisors LLC | History | New | 13,026 | 365 | 0.01% | — | 164 | +13,026 | New | Q4 2025 | Feb 17, 2026 |
| Signet Private Wealth LLC | History | New | 12,799 | 359 | 0.34% | — | 165 | +12,799 | New | Q4 2025 | Feb 11, 2026 |
| Lighthouse Wealth Management Inc. | History | New | 12,656 | 355 | 0.24% | — | 166 | +12,656 | New | Q4 2025 | Jan 15, 2026 |
| IHT Wealth Management, LLC | History | New | 12,639 | 354 | 0.01% | — | 167 | +12,639 | New | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,116 | 339 | 0.01% | 0.01% | 168 | +246 | 2.07% | Q4 2025 | Jan 14, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 11,921 | 334 | 0.42% | — | 169 | +11,921 | New | Q4 2025 | Feb 11, 2026 |
| Estate Counselors, LLC | History | New | 11,850 | 332 | 0.03% | — | 170 | +11,850 | New | Q4 2025 | Feb 02, 2026 |
| Focus Financial Network, Inc. | History | Added to | 11,816 | 331 | 0.01% | 0.01% | 171 | +1,701 | 16.82% | Q4 2025 | Jan 12, 2026 |
| Proficio Capital Partners LLC | History | New | 11,786 | 330 | 0.02% | — | 172 | +11,786 | New | Q4 2025 | Feb 12, 2026 |
| Advisor Resource Council | History | New | 11,219 | 326 | 0.12% | — | 173 | +11,219 | New | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,495 | 322 | 0.01% | 0.01% | 174 | -562 | -4.66% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,103 | 311 | 0.03% | 0.02% | 175 | +2,738 | 32.73% | Q4 2025 | Jan 26, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 10,871 | 305 | 0.12% | 0.56% | 176 | -60,582 | -84.79% | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 10,768 | 302 | 0.01% | 0.01% | 177 | -1,531 | -12.45% | Q4 2025 | Feb 17, 2026 |
| Verum Partners LLC | History | Reduced | 10,667 | 299 | 0.06% | 0.07% | 178 | -621 | -5.5% | Q4 2025 | Jan 14, 2026 |
| RFG Advisory, LLC | History | Added to | 10,572 | 296 | 0.01% | 0.01% | 179 | +128 | 1.23% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | Reduced | 10,283 | 288 | 0.0% | 0.0% | 180 | -166 | -1.59% | Q4 2025 | Feb 17, 2026 |
| Strive Financial Group ,LLC | History | New | 10,235 | 287 | 0.14% | — | 182 | +10,235 | New | Q4 2025 | Feb 18, 2026 |
| Integrated Advisors Network LLC | History | Added to | 10,248 | 287 | 0.01% | 0.01% | 181 | +212 | 2.11% | Q4 2025 | Feb 17, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 10,157 | 285 | 0.03% | 0.04% | 183 | -899 | -8.13% | Q4 2025 | Jan 07, 2026 |
| SteelPeak Wealth, LLC | History | New | 9,254 | 259 | 0.01% | — | 184 | +9,254 | New | Q4 2025 | Jan 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,714 | 244 | 0.03% | — | 185 | +8,714 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 8,470 | 237 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 8,415 | 236 | 0.0% | — | 187 | +8,415 | New | Q4 2025 | Feb 18, 2026 |
| Matrix Trust Co | History | Reduced | 8,251 | 232 | 0.04% | 0.17% | 188 | -30,619 | -78.77% | Q4 2025 | Jan 13, 2026 |
| Cerity Partners LLC | History | Reduced | 7,940 | 222 | 0.0% | 0.0% | 189 | -20,116 | -71.7% | Q4 2025 | Feb 11, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 7,520 | 219 | 0.05% | 0.05% | 190 | +185 | 2.52% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Added to | 7,796 | 218 | 0.0% | 0.0% | 191 | +1,796 | 29.93% | Q4 2025 | Jan 29, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 7,706 | 216 | 0.05% | — | 192 | +7,706 | New | Q4 2025 | Jan 16, 2026 |
| Frankly Finances, LLC | History | New | 7,640 | 214 | 0.19% | — | 193 | +7,640 | New | Q4 2025 | Jan 26, 2026 |
| Firestone Capital Management | History | New | 7,623 | 213 | 0.05% | — | 194 | +7,623 | New | Q4 2025 | Feb 09, 2026 |
| Octavia Wealth Advisors, LLC | History | New | 7,591 | 213 | 0.02% | — | 195 | +7,591 | New | Q4 2025 | Jan 23, 2026 |
| Able Wealth Management LLC | History | New | 7,506 | 210 | 0.07% | — | 196 | +7,506 | New | Q4 2025 | Jan 27, 2026 |
| Capital Analysts, LLC | History | New | 6,777 | 190 | 0.01% | — | 198 | +6,777 | New | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 6,803 | 190 | 0.0% | 0.0% | 197 | +775 | 12.86% | Q4 2025 | Feb 13, 2026 |
| Advisors Preferred, LLC | History | New | 6,449 | 181 | 0.03% | — | 199 | +6,449 | New | Q4 2025 | Feb 02, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 6,250 | 175 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,431 | 124 | 0.0% | 0.01% | 201 | -4,546 | -50.64% | Q4 2025 | Feb 06, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 3,574 | 100 | 0.04% | 0.03% | 202 | +196 | 5.8% | Q4 2025 | Jan 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 3,087 | 86 | 0.03% | — | 203 | +3,087 | New | Q4 2025 | Feb 06, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 3,033 | 85 | 0.04% | 0.03% | 204 | +1,013 | 50.15% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,759 | 49 | 0.0% | 0.01% | 205 | -7,777 | -81.55% | Q4 2025 | Feb 09, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 1,725 | 48 | 0.03% | — | 206 | +1,725 | New | Q4 2025 | Feb 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 1,145 | 32 | 0.01% | 0.02% | 207 | -1,145 | -50.0% | Q4 2025 | Jan 09, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 1,053 | 30 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,081 | 30 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 860 | 24 | 0.01% | — | 211 | +860 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 874 | 24 | 0.0% | 0.0% | 210 | -64 | -6.82% | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | New | 637 | 18 | 0.0% | — | 212 | +637 | New | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | New | 634 | 17 | 0.0% | — | 213 | +634 | New | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 569 | 15 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | Added to | 513 | 14 | 0.0% | 0.0% | 215 | +20 | 4.06% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 466 | 13 | 0.0% | 0.0% | 216 | +25 | 5.67% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 463 | 12 | 0.0% | — | 217 | +463 | New | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | New | 457 | 12 | 0.0% | — | 218 | +457 | New | Q4 2025 | Jan 30, 2026 |
| Center for Financial Planning, Inc. | History | New | 376 | 10 | 0.0% | — | 220 | +376 | New | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | New | 365 | 10 | 0.0% | — | 219 | +365 | New | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | Added to | 350 | 9 | 0.0% | 0.0% | 221 | +89 | 34.1% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | New | 278 | 7 | 0.0% | — | 222 | +278 | New | Q4 2025 | Jan 28, 2026 |
| Kingdom Financial Group LLC. | History | New | 250 | 7 | 0.0% | — | 223 | +250 | New | Q4 2025 | Feb 06, 2026 |
| Copia Wealth Management | History | New | 190 | 5 | 0.0% | — | 225 | +190 | New | Q4 2025 | Feb 06, 2026 |
| EASTERN BANK | History | No change | 200 | 5 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 165 | 4 | 0.0% | 0.0% | 226 | -88 | -34.78% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 138 | 3 | 0.0% | — | 227 | +138 | New | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | No change | 136 | 3 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 66 | 1 | 0.0% | — | 229 | +66 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 64 | 1 | 0.0% | — | 230 | +64 | New | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 64 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Blue Trust, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -149,781 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -17,126 | -100.0% | Q3 2025 | Oct 14, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,580 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,583 | -100.0% | Q3 2025 | Oct 10, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,375 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Genesis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -10,189 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,556 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,495 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -739 | -100.0% | Q3 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 30 | 0 | — | 0.0% | — | -699 | -95.88% | Q4 2025 | Feb 12, 2026 |
| New Millennium Group LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -184 | -99.46% | Q4 2025 | Feb 06, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Jan 21, 2026 |
| Networth Advisors, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Jan 22, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Solstein Capital, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |