WisdomTree Trust - DEM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 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 | 8,939,360 | 417,557 | 0.02% | 0.02% | 1 | +491,321 | 5.82% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,935,246 | 277,235 | 0.02% | 0.02% | 2 | +230,895 | 4.05% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,034,991 | 141,764 | 0.03% | 0.03% | 3 | -14,710 | -0.48% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 2,265,496 | 105,821 | 0.03% | 0.03% | 4 | -301,069 | -11.73% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,173,972 | 101,545 | 0.02% | 0.03% | 5 | -244,471 | -10.11% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 2,120,216 | 99,035 | 0.07% | 0.07% | 6 | -10,226 | -0.48% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,917,621 | 89,572 | 0.01% | 0.01% | 7 | +18,243 | 0.96% | Q4 2025 | Jan 29, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,208,266 | 56,438 | 1.38% | 1.46% | 8 | +23,787 | 2.01% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,120,237 | 52,326 | 0.02% | 0.02% | 9 | -169,814 | -13.16% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 750,901 | 35,074 | 0.05% | 0.05% | 10 | +90,594 | 13.72% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 718,615 | 33,566 | 0.01% | 0.01% | 11 | +90,671 | 14.44% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 675,064 | 31,532 | 0.0% | 0.0% | 12 | +17,267 | 2.62% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 663,449 | 30,990 | 0.01% | — | 13 | +663,449 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 662,081 | 30,925 | 0.0% | 0.0% | 14 | -84,337 | -11.3% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 658,917 | 30,778 | 0.08% | 0.09% | 15 | +236 | 0.04% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 616,451 | 28,794 | 0.04% | 0.04% | 16 | -42,711 | -6.48% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 604,457 | 28,234 | 0.03% | 0.04% | 17 | -62,754 | -9.41% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 469,488 | 22,311 | 0.03% | 0.03% | 18 | +41,409 | 9.67% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 444,883 | 20,780 | 0.02% | 0.02% | 19 | +22,540 | 5.34% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 412,426 | 19,264 | 0.55% | 0.59% | 20 | -7,554 | -1.8% | Q4 2025 | Jan 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 409,589 | 19,131 | 0.39% | 0.4% | 21 | +879 | 0.22% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 382,581 | 17,870 | 0.04% | 0.04% | 22 | +4,602 | 1.22% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Added to | 375,943 | 17,560 | 0.02% | 0.02% | 23 | +5,025 | 1.35% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 320,109 | 14,952 | 0.06% | 0.05% | 24 | +79,109 | 32.83% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 311,419 | 14,546 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 290,126 | 13,551 | 0.31% | — | 26 | +290,126 | New | Q4 2025 | Feb 17, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 286,144 | 13,365 | 0.56% | 0.56% | 27 | +3,118 | 1.1% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 269,225 | 12,575 | 0.02% | 0.02% | 28 | +12,702 | 4.95% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 261,684 | 12,223 | 0.02% | 0.02% | 29 | +27,999 | 11.98% | Q4 2025 | Mar 16, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 251,601 | 11,752 | 1.05% | 0.98% | 30 | +7,943 | 3.26% | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | Reduced | 244,278 | 11,410 | 0.35% | 0.33% | 31 | -2,364 | -0.96% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 241,217 | 11,267 | 0.14% | 0.14% | 32 | +4,336 | 1.83% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 238,507 | 11,140 | 3.56% | 3.51% | 33 | +11,549 | 5.09% | Q4 2025 | Feb 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 232,461 | 10,858 | 0.0% | 0.0% | 34 | +1,597 | 0.69% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 224,273 | 10,475 | 0.24% | 0.23% | 35 | +16,914 | 8.16% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | Reduced | 218,034 | 10,184 | 0.03% | 0.04% | 36 | -20,513 | -8.6% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 203,247 | 9,493 | 0.01% | 0.01% | 37 | -163,231 | -44.54% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 180,718 | 8,448 | 0.04% | 0.05% | 38 | +6,308 | 3.62% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 171,208 | 7,997 | 0.55% | 0.54% | 39 | -1,839 | -1.06% | Q4 2025 | Jan 26, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 167,382 | 7,818 | 1.16% | 1.56% | 40 | +15,213 | 10.0% | Q4 2025 | Feb 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 159,540 | 7,452 | 0.16% | 0.14% | 41 | +24,886 | 18.48% | Q4 2025 | Feb 05, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 152,132 | 7,117 | 3.11% | 1.82% | 42 | +64,477 | 73.56% | Q4 2025 | Feb 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 150,847 | 7,046 | 0.1% | 0.11% | 43 | -2,385 | -1.56% | Q4 2025 | Feb 02, 2026 |
| Avos Capital Management, LLC | History | Added to | 147,504 | 6,889 | 3.01% | 3.15% | 44 | +550 | 0.37% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 145,050 | 6,775 | 0.04% | 0.04% | 45 | +7,739 | 5.64% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 144,669 | 6,757 | 0.0% | 0.0% | 46 | +119,417 | 472.9% | Q4 2025 | Feb 10, 2026 |
| Inspire Advisors, LLC | History | Added to | 139,454 | 6,513 | 0.6% | 0.59% | 47 | +4,751 | 3.53% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 138,618 | 6,474 | 0.04% | 0.05% | 48 | -52,021 | -27.29% | Q4 2025 | Feb 09, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 125,506 | 6,328 | 0.62% | 0.62% | 49 | -463 | -0.37% | Q4 2025 | Feb 03, 2026 |
| Meramec Financial Planners, LLC | History | New | 119,028 | 6,006 | 2.34% | — | 50 | +119,028 | New | Q4 2025 | Feb 10, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 126,459 | 5,906 | 0.6% | 0.69% | 51 | -3,781 | -2.9% | Q4 2025 | Feb 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 124,743 | 5,826 | 0.1% | 0.12% | 52 | -1,531 | -1.21% | Q4 2025 | Jan 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 119,084 | 5,562 | 0.04% | 0.03% | 53 | +16,496 | 16.08% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 109,128 | 5,097 | 0.01% | 0.01% | 54 | -167 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 98,514 | 4,601 | 4.35% | 4.05% | 55 | -4,094 | -3.99% | Q4 2025 | Jan 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 97,968 | 4,576 | 0.03% | 0.04% | 56 | +6,137 | 6.68% | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 97,043 | 4,532 | 0.03% | 0.04% | 57 | -12,293 | -11.24% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 88,153 | 4,117 | 0.01% | 0.01% | 58 | +3,700 | 4.38% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 88,009 | 4,112 | 0.01% | 0.01% | 59 | -48,568 | -35.56% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 86,641 | 4,047 | 0.02% | 0.02% | 60 | -809 | -0.93% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 81,762 | 3,819 | 0.02% | 0.02% | 61 | -384 | -0.47% | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 78,205 | 3,652 | 0.22% | 0.25% | 62 | -4,127 | -5.01% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 77,514 | 3,621 | 0.01% | 0.01% | 63 | +5,022 | 6.93% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 74,489 | 3,479 | 0.03% | 0.03% | 64 | -600 | -0.8% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Added to | 73,266 | 3,422 | 0.63% | 0.56% | 65 | +7,765 | 11.85% | Q4 2025 | Jan 06, 2026 |
| Old Port Advisors | History | Added to | 72,909 | 3,405 | 0.84% | 0.74% | 66 | +9,033 | 14.14% | Q4 2025 | Jan 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 70,944 | 3,313 | 0.01% | 0.01% | 67 | -4,111 | -5.48% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 69,079 | 3,226 | 0.21% | 0.17% | 68 | +14,359 | 26.24% | Q4 2025 | Feb 03, 2026 |
| Summit Global Investments | History | Added to | 67,640 | 3,159 | 0.19% | 0.17% | 69 | +5,291 | 8.49% | Q4 2025 | Feb 18, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 67,411 | 3,148 | 1.45% | 0.82% | 70 | +28,123 | 71.58% | Q4 2025 | Feb 09, 2026 |
| Apeiron RIA LLC | History | Reduced | 60,213 | 2,992 | 0.61% | 0.63% | 71 | -2,163 | -3.47% | Q4 2025 | Feb 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 63,920 | 2,985 | 0.04% | 0.05% | 72 | +4,032 | 6.73% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 59,481 | 2,778 | 0.02% | 0.02% | 73 | -33,670 | -36.15% | Q4 2025 | Jan 29, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 56,641 | 2,645 | 1.46% | 1.51% | 74 | +472 | 0.84% | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 56,513 | 2,639 | 0.06% | 0.05% | 75 | +4,811 | 9.31% | Q4 2025 | Feb 11, 2026 |
| SG Trading Solutions, LLC | History | New | 54,618 | 2,551 | 0.59% | — | 76 | +54,618 | New | Q4 2025 | Feb 24, 2026 |
| HighTower Advisors, LLC | History | Reduced | 52,399 | 2,447 | 0.0% | 0.0% | 77 | -1,527 | -2.83% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 50,953 | 2,380 | 0.0% | 0.0% | 78 | +1,596 | 3.23% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 50,219 | 2,345 | 0.0% | 0.0% | 79 | -558,892 | -91.76% | Q4 2025 | Feb 12, 2026 |
| GFS Advisors, LLC | History | Reduced | 47,155 | 2,202 | 0.26% | 0.28% | 80 | -150 | -0.32% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 46,210 | 2,158 | 0.03% | 0.03% | 81 | +105 | 0.23% | Q4 2025 | Feb 17, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 45,300 | 2,115 | 1.01% | — | 82 | +45,300 | New | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 42,822 | 2,000 | 0.06% | 0.06% | 83 | -1,423 | -3.22% | Q4 2025 | Jan 09, 2026 |
| CITIGROUP INC | History | Added to | 42,699 | 1,994 | 0.0% | 0.0% | 84 | +17,857 | 71.88% | Q4 2025 | Feb 13, 2026 |
| Moran Wealth Management, LLC | History | Added to | 41,308 | 1,929 | 0.06% | 0.05% | 85 | +6,166 | 17.55% | Q4 2025 | Jan 26, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 40,630 | 1,897 | 1.18% | 1.17% | 86 | -444 | -1.08% | Q4 2025 | Jan 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 39,747 | 1,856 | 0.18% | 0.14% | 87 | +3,193 | 8.74% | Q4 2025 | Jan 12, 2026 |
| GREENLEAF TRUST | History | Reduced | 39,157 | 1,829 | 0.02% | 0.02% | 88 | -902 | -2.25% | Q4 2025 | Jan 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 38,162 | 1,785 | 0.11% | — | 89 | +38,162 | New | Q4 2025 | Feb 17, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 38,195 | 1,784 | 1.12% | 1.4% | 90 | -234 | -0.61% | Q4 2025 | Jan 30, 2026 |
| CX Institutional | History | Added to | 37,275 | 1,741 | 0.05% | 0.05% | 91 | +1,832 | 5.17% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 36,350 | 1,697 | 0.0% | 0.0% | 92 | -1,903 | -4.97% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 35,285 | 1,648 | 0.0% | — | 93 | +35,280 | 705600.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | New | 34,767 | 1,623 | 0.0% | — | 94 | +34,767 | New | Q4 2025 | Feb 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 34,506 | 1,611 | 0.1% | 0.1% | 95 | +1,595 | 4.85% | Q4 2025 | Feb 05, 2026 |
| Janney Capital Management LLC | History | Reduced | 34,362 | 1,605 | 0.1% | 0.1% | 96 | -294 | -0.85% | Q4 2025 | Feb 11, 2026 |
| NewSquare Capital LLC | History | Added to | 33,370 | 1,558 | 0.14% | 0.09% | 97 | +3,433 | 11.47% | Q4 2025 | Feb 17, 2026 |
| First City Capital Management, Inc. | History | Added to | 32,977 | 1,540 | 0.81% | 0.79% | 98 | +1,150 | 3.61% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 32,206 | 1,504 | 0.03% | 0.03% | 99 | +4,945 | 18.14% | Q4 2025 | Feb 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 30,791 | 1,438 | 0.08% | 0.07% | 100 | +1,798 | 6.2% | Q4 2025 | Feb 06, 2026 |
| Eagle Strategies LLC | History | Reduced | 30,543 | 1,426 | 0.18% | 0.24% | 101 | -8,768 | -22.3% | Q4 2025 | Jan 23, 2026 |
| Asset One Wealth Management LLC | History | New | 28,144 | 1,398 | 0.19% | — | 102 | +28,144 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,764 | 1,344 | 0.0% | 0.0% | 103 | +1,649 | 6.08% | Q4 2025 | Feb 05, 2026 |
| BEACON FINANCIAL GROUP | History | New | 28,520 | 1,332 | 0.13% | — | 104 | +28,520 | New | Q4 2025 | Apr 01, 2026 |
| Wealthfront Advisers LLC | History | Added to | 28,486 | 1,330 | 0.0% | 0.0% | 105 | +3,700 | 14.93% | Q4 2025 | Jan 30, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 27,348 | 1,277 | 0.04% | 0.51% | 107 | -149,216 | -84.51% | Q4 2025 | Feb 10, 2026 |
| MBA Advisors LLC | History | Added to | 27,350 | 1,277 | 0.51% | 0.49% | 106 | +2,248 | 8.96% | Q4 2025 | Jan 21, 2026 |
| Financial Partners Group, Inc | History | Added to | 25,272 | 1,253 | 0.14% | 0.11% | 109 | +5,568 | 28.26% | Q4 2025 | Feb 03, 2026 |
| Mirador Capital Partners LP | History | Reduced | 26,833 | 1,253 | 0.17% | 0.21% | 108 | -4,906 | -15.46% | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 26,734 | 1,248 | 0.07% | 0.06% | 110 | +2,714 | 11.3% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 26,669 | 1,245 | 0.0% | 0.0% | 111 | -3,206 | -10.73% | Q4 2025 | Feb 17, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 26,362 | 1,231 | 0.99% | 1.07% | 112 | -834 | -3.07% | Q4 2025 | Jan 08, 2026 |
| Evanson Asset Management, LLC | History | Added to | 25,570 | 1,194 | 0.06% | 0.07% | 113 | +17 | 0.07% | Q4 2025 | Jan 12, 2026 |
| SHARPEPOINT LLC | History | Added to | 25,457 | 1,189 | 0.71% | 0.97% | 114 | +2,037 | 8.7% | Q4 2025 | Feb 11, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 25,445 | 1,188 | 0.42% | 0.27% | 115 | +11,103 | 77.42% | Q4 2025 | Feb 09, 2026 |
| ERn Financial, LLC | History | Added to | 25,222 | 1,178 | 0.22% | 0.21% | 116 | +2,346 | 10.26% | Q4 2025 | Jan 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 25,059 | 1,170 | 0.69% | 0.74% | 117 | -3,059 | -10.88% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Reduced | 24,583 | 1,148 | 0.03% | 0.03% | 118 | -2,521 | -9.3% | Q4 2025 | Feb 04, 2026 |
| Freedom Day Solutions, LLC | History | New | 23,481 | 1,096 | 0.3% | — | 119 | +23,481 | New | Q4 2025 | Feb 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 23,456 | 1,095 | 0.02% | 0.02% | 120 | -257 | -1.08% | Q4 2025 | Jan 14, 2026 |
| Element Wealth, LLC | History | Added to | 23,350 | 1,090 | 0.45% | 0.43% | 121 | +1,793 | 8.32% | Q4 2025 | Feb 13, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 23,322 | 1,089 | 0.48% | 2.06% | 122 | -127,615 | -84.55% | Q4 2025 | Feb 12, 2026 |
| Able Wealth Management LLC | History | Added to | 22,923 | 1,070 | 0.34% | 0.36% | 123 | +1,851 | 8.78% | Q4 2025 | Jan 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 22,203 | 1,030 | 0.0% | 0.0% | 124 | -1 | -0.0% | Q4 2025 | Feb 10, 2026 |
| Rathbones Group PLC | History | Added to | 20,575 | 961 | 0.0% | 0.0% | 125 | +430 | 2.13% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 20,058 | 934 | 0.0% | 0.0% | 126 | +10,669 | 113.63% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 19,936 | 932 | 0.01% | 0.01% | 127 | +2,814 | 16.43% | Q4 2025 | Feb 13, 2026 |
| Next Level Private LLC | History | Added to | 18,765 | 876 | 0.23% | 0.25% | 128 | +254 | 1.37% | Q4 2025 | Jan 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 18,180 | 849 | 0.01% | 0.01% | 129 | +1,165 | 6.85% | Q4 2025 | Jan 05, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 17,732 | 828 | 0.51% | 0.6% | 130 | -4,541 | -20.39% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 17,564 | 820 | 0.02% | 0.02% | 131 | -68 | -0.39% | Q4 2025 | Feb 03, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 16,993 | 793 | 0.48% | 0.5% | 132 | -13 | -0.08% | Q4 2025 | Jan 20, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 16,906 | 789 | 0.07% | 0.07% | 133 | -110 | -0.65% | Q4 2025 | Feb 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 16,801 | 784 | 0.01% | 0.01% | 134 | +1,279 | 8.24% | Q4 2025 | Jan 29, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 16,559 | 773 | 0.62% | 0.65% | 135 | +43 | 0.26% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 16,304 | 761 | 0.0% | 0.0% | 136 | +1,784 | 12.29% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 16,275 | 760 | 0.04% | 0.04% | 137 | -305 | -1.84% | Q4 2025 | Jan 20, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 16,157 | 754 | 0.21% | 0.19% | 138 | +1,831 | 12.78% | Q4 2025 | Jan 22, 2026 |
| Osprey Private Wealth LLC | History | New | 16,100 | 752 | 0.22% | — | 139 | +16,100 | New | Q4 2025 | Feb 04, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 16,083 | 751 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 15,971 | 746 | 0.12% | 0.13% | 141 | -2,371 | -12.93% | Q4 2025 | Jan 21, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 15,400 | 719 | 0.08% | 0.07% | 142 | +2,922 | 23.42% | Q4 2025 | Feb 06, 2026 |
| VestGen Advisors, LLC | History | New | 15,156 | 707 | 0.03% | — | 144 | +15,156 | New | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 15,150 | 707 | 0.13% | 0.13% | 143 | -45 | -0.3% | Q4 2025 | Jan 27, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 15,130 | 706 | 0.07% | 0.04% | 145 | +7,925 | 109.99% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,932 | 697 | 0.0% | 0.0% | 146 | +1,956 | 15.07% | Q4 2025 | Feb 17, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 14,758 | 689 | 0.43% | — | 148 | +14,758 | New | Q4 2025 | Feb 09, 2026 |
| JNBA Financial Advisors | History | Reduced | 14,767 | 689 | 0.06% | 0.06% | 147 | -95 | -0.64% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 60,749 | 688 | 0.0% | 0.0% | 149 | +24,938 | 69.64% | Q4 2025 | Mar 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 14,217 | 664 | 0.04% | 0.04% | 150 | +1,151 | 8.81% | Q4 2025 | Feb 04, 2026 |
| J2 Capital Management Inc | History | Added to | 14,202 | 663 | 0.48% | 0.48% | 151 | +371 | 2.68% | Q4 2025 | Jan 20, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 13,755 | 642 | 0.34% | 0.36% | 152 | -332 | -2.36% | Q4 2025 | Feb 24, 2026 |
| Index Technologies Group LLC | History | New | 13,293 | 620 | 0.65% | — | 154 | +13,293 | New | Q4 2025 | Feb 12, 2026 |
| Cadence Bank | History | Reduced | 13,287 | 620 | 0.04% | 0.04% | 153 | -72 | -0.54% | Q4 2025 | Jan 30, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 13,056 | 609 | 0.08% | 0.05% | 155 | +4,996 | 61.99% | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Concepts, LLC | History | New | 12,671 | 591 | 0.54% | — | 156 | +12,671 | New | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | Added to | 12,612 | 589 | 0.01% | 0.01% | 157 | +808 | 6.85% | Q4 2025 | Mar 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 12,550 | 586 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BNP PARIBAS | History | Reduced | 12,161 | 568 | 0.02% | 0.02% | 159 | -3,835 | -23.97% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Added to | 12,101 | 565 | 0.04% | 0.03% | 160 | +2,844 | 30.72% | Q4 2025 | Jan 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 11,922 | 556 | 0.01% | 0.01% | 161 | -72 | -0.6% | Q4 2025 | Feb 05, 2026 |
| Montecito Bank & Trust | History | No change | 11,735 | 548 | 0.09% | 0.08% | 162 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 11,513 | 537 | 0.06% | 0.07% | 163 | -143 | -1.23% | Q4 2025 | Feb 11, 2026 |
| Krilogy Financial LLC | History | Added to | 10,705 | 531 | 0.02% | 0.02% | 164 | +102 | 0.96% | Q4 2025 | Jan 27, 2026 |
| Berger Financial Group, Inc | History | Reduced | 11,341 | 529 | 0.03% | 0.03% | 165 | -669 | -5.57% | Q4 2025 | Jan 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 11,287 | 527 | 0.04% | 0.03% | 166 | +2,013 | 21.71% | Q4 2025 | Feb 12, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 11,229 | 524 | 0.06% | 0.06% | 167 | -23 | -0.2% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,117 | 519 | 0.01% | 0.0% | 168 | +5,338 | 92.37% | Q4 2025 | Jan 23, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 11,042 | 515 | 0.31% | 0.32% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | New | 10,799 | 504 | 0.01% | — | 170 | +10,799 | New | Q4 2025 | Feb 09, 2026 |
| Fisher Asset Management, LLC | History | New | 10,761 | 502 | 0.0% | — | 171 | +10,761 | New | Q4 2025 | Feb 09, 2026 |
| Rockingstone Advisors LLC | History | No change | 10,700 | 499 | 0.23% | 0.24% | 172 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Portland Financial Advisors Inc | History | No change | 10,699 | 499 | 1.06% | 1.05% | 173 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 10,526 | 491 | 0.01% | 0.01% | 174 | +179 | 1.73% | Q4 2025 | Feb 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 10,303 | 481 | 0.12% | 0.13% | 175 | -182 | -1.74% | Q4 2025 | Feb 02, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,286 | 480 | 0.01% | 0.02% | 176 | -4,654 | -31.15% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 9,776 | 457 | 0.01% | 0.01% | 177 | +1,650 | 20.31% | Q4 2025 | Feb 05, 2026 |
| INVESTED ADVISORS | History | New | 9,543 | 445 | 0.46% | — | 179 | +9,543 | New | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,534 | 445 | 0.01% | 0.01% | 178 | +185 | 1.98% | Q4 2025 | Feb 02, 2026 |
| Key FInancial Inc | History | Reduced | 9,349 | 436 | 0.08% | 0.08% | 180 | -31 | -0.33% | Q4 2025 | Feb 09, 2026 |
| TopTier Wealth Management, LLC | History | New | 9,328 | 435 | 0.3% | — | 181 | +9,328 | New | Q4 2025 | Feb 12, 2026 |
| Hamilton Wealth, LLC | History | Added to | 9,301 | 434 | 0.08% | 0.08% | 182 | +555 | 6.35% | Q4 2025 | Feb 19, 2026 |
| PCM Encore, LLC | History | New | 9,176 | 428 | 0.09% | — | 183 | +9,176 | New | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 9,124 | 426 | 0.02% | 0.02% | 184 | -152 | -1.64% | Q4 2025 | Jan 27, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 9,030 | 421 | 0.03% | 0.03% | 185 | -53 | -0.58% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 8,956 | 418 | 0.01% | 0.01% | 186 | +793 | 9.71% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Reduced | 8,786 | 410 | 0.0% | 0.0% | 187 | -12 | -0.14% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 8,735 | 408 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,523 | 398 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,271 | 386 | 0.03% | 0.04% | 190 | -2,159 | -20.7% | Q4 2025 | Jan 26, 2026 |
| Excelsior Advisor Network LLC | History | New | 8,256 | 385 | 0.19% | — | 191 | +8,256 | New | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,213 | 383 | 0.01% | 0.01% | 192 | -878 | -9.66% | Q4 2025 | Jan 22, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,132 | 379 | 0.01% | 0.01% | 193 | -20 | -0.25% | Q4 2025 | Jan 16, 2026 |
| Aspen Investment Management Inc | History | New | 8,090 | 378 | 0.11% | — | 194 | +8,090 | New | Q4 2025 | Feb 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 8,022 | 374 | 0.02% | 0.02% | 195 | +2 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | No change | 7,968 | 372 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,900 | 369 | 0.0% | 0.0% | 197 | +1,353 | 20.67% | Q4 2025 | Feb 18, 2026 |
| Meeder Advisory Services, Inc. | History | New | 7,899 | 368 | 0.02% | — | 198 | +7,899 | New | Q4 2025 | Feb 11, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 7,868 | 367 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 7,845 | 366 | 0.19% | 0.22% | 200 | -645 | -7.6% | Q4 2025 | Jan 23, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 7,831 | 365 | 0.05% | — | 201 | +7,831 | New | Q4 2025 | Feb 09, 2026 |
| Integrated Advisors Network LLC | History | No change | 7,810 | 364 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,684 | 358 | 0.01% | 0.01% | 203 | +132 | 1.75% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 7,586 | 354 | 0.02% | 0.02% | 204 | +12 | 0.16% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | No change | 7,563 | 353 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GTS SECURITIES LLC | History | New | 7,478 | 349 | 0.01% | — | 206 | +7,478 | New | Q4 2025 | Feb 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 7,425 | 346 | 0.02% | 0.02% | 207 | -202 | -2.65% | Q4 2025 | Apr 02, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 7,381 | 344 | 0.03% | — | 208 | +7,381 | New | Q4 2025 | Jan 23, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 7,356 | 343 | 0.17% | 0.24% | 209 | +13 | 0.18% | Q4 2025 | Feb 12, 2026 |
| Opus Financial Solutions LLC | History | New | 7,265 | 339 | 0.32% | — | 210 | +7,265 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 7,211 | 336 | 0.01% | 0.01% | 211 | -29 | -0.4% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,000 | 326 | 0.0% | 0.0% | 212 | +239 | 3.53% | Q4 2025 | Feb 06, 2026 |
| BROWN ADVISORY INC | History | No change | 6,939 | 324 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 6,927 | 323 | 0.02% | 0.02% | 214 | +1,511 | 27.9% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 6,750 | 315 | 0.11% | 0.12% | 215 | -745 | -9.94% | Q4 2025 | Jan 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 6,686 | 312 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 6,662 | 311 | 0.04% | 0.17% | 217 | -14 | -0.21% | Q4 2025 | Feb 18, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 6,492 | 303 | 0.04% | — | 218 | +6,492 | New | Q4 2025 | Feb 10, 2026 |
| Elgethun Capital Management | History | Added to | 6,495 | 303 | 0.05% | 0.05% | 219 | +590 | 9.99% | Q4 2025 | Feb 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 6,485 | 302 | 0.09% | 0.09% | 220 | +322 | 5.22% | Q4 2025 | Feb 10, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 6,450 | 301 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 6,428 | 300 | 0.11% | 0.13% | 222 | -438 | -6.38% | Q4 2025 | Jan 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 6,343 | 296 | 0.01% | 0.01% | 223 | +45 | 0.71% | Q4 2025 | Feb 17, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 6,249 | 291 | 0.04% | 0.04% | 224 | +4 | 0.06% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 6,200 | 289 | 0.0% | 0.0% | 225 | +2 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 6,125 | 286 | 0.18% | 0.18% | 226 | -170 | -2.7% | Q4 2025 | Feb 12, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 6,085 | 284 | 0.05% | 0.07% | 228 | +67 | 1.11% | Q4 2025 | Jan 26, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 6,094 | 284 | 0.06% | 0.06% | 227 | -19 | -0.31% | Q4 2025 | Jan 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 6,025 | 281 | 0.01% | 0.0% | 229 | +4,492 | 293.02% | Q4 2025 | Feb 04, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 5,956 | 281 | 0.04% | 0.05% | 230 | -586 | -8.96% | Q4 2025 | Jan 26, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 5,749 | 268 | 0.01% | — | 232 | +5,749 | New | Q4 2025 | Jan 23, 2026 |
| Klingman & Associates, LLC | History | Reduced | 5,749 | 268 | 0.01% | 0.01% | 231 | -540 | -8.59% | Q4 2025 | Jan 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 5,726 | 267 | 0.02% | — | 233 | +5,726 | New | Q4 2025 | Jan 20, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 5,697 | 266 | 0.02% | — | 235 | +5,697 | New | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Added to | 5,703 | 266 | 0.01% | 0.01% | 234 | +294 | 5.44% | Q4 2025 | Feb 12, 2026 |
| COURIER CAPITAL LLC | History | Added to | 5,642 | 263 | 0.01% | 0.01% | 236 | +19 | 0.34% | Q4 2025 | Jan 29, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 5,592 | 261 | 0.19% | 0.23% | 237 | -1,472 | -20.84% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 5,588 | 260 | 0.01% | 0.01% | 238 | -513 | -8.41% | Q4 2025 | Feb 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,443 | 254 | 0.0% | 0.0% | 239 | +350 | 6.87% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,413 | 252 | 0.01% | — | 240 | +5,413 | New | Q4 2025 | Jan 28, 2026 |
| Quartz Partners, LLC | History | Added to | 5,340 | 249 | 0.09% | 0.09% | 241 | +200 | 3.89% | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | Reduced | 5,301 | 247 | 0.01% | 0.01% | 242 | -181 | -3.3% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,099 | 238 | 0.0% | — | 243 | +5,099 | New | Q4 2025 | Feb 18, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 4,999 | 236 | 0.01% | — | 244 | +4,999 | New | Q4 2025 | Jan 08, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 4,971 | 232 | 0.04% | 0.08% | 245 | -4,284 | -46.29% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,948 | 231 | 0.0% | 0.0% | 246 | +1,168 | 30.9% | Q4 2025 | Feb 06, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 4,896 | 228 | 0.07% | 0.08% | 247 | -179 | -3.53% | Q4 2025 | Feb 02, 2026 |
| Avion Wealth | History | Added to | 4,874 | 227 | 0.05% | 0.05% | 248 | +4 | 0.08% | Q4 2025 | Jan 23, 2026 |
| SYKON CAPITAL LLC | History | New | 4,774 | 222 | 0.07% | — | 250 | +4,774 | New | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,761 | 222 | 0.0% | 0.0% | 249 | -1,377 | -22.43% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | No change | 4,741 | 221 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Daybright Advisory Services, Inc. | History | New | 4,681 | 218 | 0.06% | — | 252 | +4,681 | New | Q4 2025 | Feb 12, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 4,662 | 217 | 0.04% | 0.05% | 254 | -584 | -11.13% | Q4 2025 | Jan 21, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,660 | 217 | 0.01% | 0.02% | 253 | +34 | 0.73% | Q4 2025 | Feb 17, 2026 |
| Fund Advisors of America Inc/FL | History | New | 4,624 | 215 | 0.2% | — | 255 | +4,624 | New | Q4 2025 | Mar 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 4,584 | 214 | 0.0% | 0.0% | 256 | +58 | 1.28% | Q4 2025 | Feb 10, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 4,565 | 213 | 0.02% | 0.02% | 258 | -22 | -0.48% | Q4 2025 | Feb 04, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 4,580 | 213 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clayton Financial Group LLC | History | Added to | 4,537 | 211 | 0.11% | 0.15% | 259 | +26 | 0.58% | Q4 2025 | Jan 21, 2026 |
| REDW Wealth LLC | History | Reduced | 4,500 | 210 | 0.08% | 0.11% | 260 | -2,100 | -31.82% | Q4 2025 | Jan 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,481 | 209 | 0.0% | 0.0% | 261 | -1,283 | -22.26% | Q4 2025 | Feb 05, 2026 |
| Breachway Investments LLC | History | New | 4,399 | 205 | 0.22% | — | 262 | +4,399 | New | Q4 2025 | Jan 27, 2026 |
| Purpose Unlimited Inc. | History | New | 4,398 | 204 | 0.01% | — | 266 | +4,398 | New | Q4 2025 | Mar 20, 2026 |
| CreativeOne Wealth, LLC | History | New | 4,377 | 204 | 0.0% | — | 264 | +4,377 | New | Q4 2025 | Feb 13, 2026 |
| Breakwater Capital Group | History | New | 4,375 | 204 | 0.03% | — | 265 | +4,375 | New | Q4 2025 | Jan 09, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 4,369 | 204 | 0.0% | — | 263 | +4,369 | New | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | New | 4,283 | 200 | 0.0% | — | 267 | +4,283 | New | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,860 | 180 | 0.0% | 0.0% | 268 | +34 | 0.89% | Q4 2025 | Jan 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 3,253 | 151 | 0.12% | 0.18% | 269 | -554 | -14.55% | Q4 2025 | Feb 10, 2026 |
| Team Financial Group, LLC | History | Added to | 3,225 | 150 | 0.07% | 0.07% | 270 | +26 | 0.81% | Q4 2025 | Jan 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,145 | 146 | 0.01% | 0.01% | 271 | -236 | -6.98% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,056 | 142 | 0.0% | 0.0% | 272 | +305 | 11.09% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,900 | 135 | 0.03% | 0.04% | 273 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,629 | 122 | 0.0% | 0.0% | 274 | +16 | 0.61% | Q4 2025 | Feb 09, 2026 |
| Fairway Wealth LLC | History | Reduced | 2,341 | 109 | 0.03% | 0.03% | 275 | -309 | -11.66% | Q4 2025 | Jan 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,324 | 108 | 0.01% | — | 276 | +2,324 | New | Q4 2025 | Feb 03, 2026 |
| MidFirst Bank | History | New | 2,101 | 98 | 0.01% | — | 277 | +2,101 | New | Q4 2025 | Feb 25, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,951 | 91 | 0.01% | 0.01% | 278 | +803 | 69.95% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,902 | 88 | 0.0% | 0.0% | 279 | +100 | 5.55% | Q4 2025 | Jan 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,880 | 87 | 0.03% | — | 280 | +1,880 | New | Q4 2025 | Jan 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,777 | 83 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,760 | 82 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 1,945 | 79 | 0.0% | 0.0% | 283 | +1,263 | 185.19% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,712 | 79 | 0.0% | 0.0% | 284 | +50 | 3.01% | Q4 2025 | Jan 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,676 | 78 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Bridge, LLC | History | No change | 1,600 | 74 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LOM Asset Management Ltd | History | No change | 1,585 | 74 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MASECO LLP | History | Added to | 1,578 | 73 | 0.0% | 0.0% | 289 | +426 | 36.98% | Q4 2025 | Jan 22, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,567 | 73 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Whipplewood Advisors, LLC | History | No change | 1,562 | 72 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | No change | 1,500 | 70 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,468 | 68 | 0.01% | — | 292 | +1,468 | New | Q4 2025 | Jan 27, 2026 |
| Triumph Capital Management | History | New | 1,417 | 66 | 0.01% | — | 293 | +1,417 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 1,432 | 66 | 0.0% | 0.0% | 294 | +579 | 67.88% | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | No change | 1,250 | 58 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | No change | 1,165 | 54 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,121 | 52 | 0.0% | 0.0% | 297 | +574 | 104.94% | Q4 2025 | Jan 21, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,103 | 51 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,019 | 47 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 972 | 45 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GAMMA Investing LLC | History | No change | 867 | 40 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Noble Wealth Management PBC | History | No change | 800 | 37 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Planning Project LLC | History | New | 772 | 36 | 0.01% | — | 304 | +772 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 778 | 36 | 0.0% | 0.0% | 303 | +270 | 53.15% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 729 | 34 | 0.0% | 0.0% | 305 | -83 | -10.22% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 646 | 30 | 0.0% | 0.0% | 306 | +409 | 172.57% | Q4 2025 | Feb 09, 2026 |
| TRUST CO OF VERMONT | History | No change | 625 | 29 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Viewpoint Capital Management LLC | History | No change | 580 | 27 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 552 | 25 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 430 | 20 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 401 | 18 | 0.0% | — | 311 | +401 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 402 | 18 | 0.0% | 0.0% | 313 | +338 | 528.13% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | Reduced | 395 | 18 | 0.0% | 0.0% | 312 | -10 | -2.47% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 385 | 17 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 347 | 16 | 0.0% | 0.0% | 315 | -28 | -7.47% | Q4 2025 | Feb 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 321 | 14 | 0.0% | 0.0% | 316 | +258 | 409.52% | Q4 2025 | Jan 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 272 | 12 | 0.0% | — | 317 | +272 | New | Q4 2025 | Jan 21, 2026 |
| Strive Financial Group ,LLC | History | New | 260 | 12 | 0.01% | — | 319 | +260 | New | Q4 2025 | Feb 18, 2026 |
| Strategic Advocates LLC | History | No change | 257 | 12 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | No change | 250 | 11 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | No change | 237 | 11 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 216 | 10 | 0.0% | — | 323 | +216 | New | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 216 | 10 | 0.0% | 0.0% | 322 | -45 | -17.24% | Q4 2025 | Feb 11, 2026 |
| Founders Financial Alliance, LLC | History | No change | 229 | 10 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank & Trust Co | History | No change | 232 | 10 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Clearstead Advisors, LLC | History | New | 200 | 9 | 0.0% | — | 326 | +200 | New | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 200 | 9 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LRI Investments, LLC | History | No change | 142 | 6 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bangor Savings Bank | History | Reduced | 125 | 5 | 0.0% | 0.0% | 331 | -436 | -77.72% | Q4 2025 | Jan 16, 2026 |
| CENTRAL TRUST Co | History | New | 128 | 5 | 0.0% | — | 329 | +128 | New | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 112 | 5 | 0.0% | — | 334 | +112 | New | Q4 2025 | Feb 09, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 126 | 5 | 0.0% | — | 332 | +111 | 740.0% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 108 | 5 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caldwell Trust Co | History | No change | 115 | 5 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HOWE & RUSLING INC | History | No change | 105 | 4 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Reduced | 69 | 3 | 0.0% | 0.0% | 338 | -179 | -72.18% | Q4 2025 | Jan 12, 2026 |
| Ancora Advisors LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| REAP Financial Group, LLC | History | No change | 79 | 3 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Asset Dedication, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kozak & Associates, Inc. | History | No change | 39 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,325 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -16,188 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,020 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -9,752 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -9,288 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,789 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mezzasalma Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,054 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,733 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,606 | -100.0% | Q3 2025 | Nov 03, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,026 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -490 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -478 | -100.0% | Q3 2025 | Oct 20, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -425 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mondrian Investment Partners LTD | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Mar 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |