Dimensional ETF Trust - DFIS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 45,756,884 | 1,507,231 | 0.92% | 0.73% | 1 | +11,624,686 | 34.06% | Q4 2025 | Feb 17, 2026 |
| Matson Money. Inc. | History | Reduced | 12,138,643 | 399,846 | 12.64% | 12.71% | 2 | -69,292 | -0.57% | Q4 2025 | Jan 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 9,669,395 | 318,510 | 0.45% | 0.37% | 3 | +1,681,157 | 21.05% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,571,543 | 117,646 | 0.41% | 0.41% | 4 | +45,937 | 1.3% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 3,477,147 | 114,537 | 2.39% | 2.34% | 5 | +48,951 | 1.43% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,601,127 | 85,681 | 0.12% | 0.16% | 6 | -555,159 | -17.59% | Q4 2025 | Mar 09, 2026 |
| Creative Planning | History | Added to | 2,417,169 | 79,621 | 0.06% | 0.06% | 7 | +55,192 | 2.34% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,762,551 | 58,058 | 0.02% | 0.02% | 8 | +72,527 | 4.29% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,687,512 | 55,587 | 0.47% | 0.4% | 9 | +84,056 | 5.24% | Q4 2025 | Jan 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,563,088 | 51,488 | 0.53% | 0.52% | 10 | -64,687 | -3.97% | Q4 2025 | Jan 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 1,441,448 | 47,481 | 2.62% | 2.68% | 11 | +22,047 | 1.55% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,402,946 | 46,213 | 0.02% | 0.02% | 12 | +45,819 | 3.38% | Q4 2025 | Feb 12, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,336,151 | 44,012 | 2.37% | 2.32% | 13 | +37,099 | 2.86% | Q4 2025 | Jan 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 1,294,191 | 42,630 | 3.72% | 3.75% | 14 | -25,932 | -1.96% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Added to | 1,217,756 | 40,112 | 0.58% | 0.56% | 15 | +42,235 | 3.59% | Q4 2025 | Feb 02, 2026 |
| Savant Capital, LLC | History | Reduced | 1,213,980 | 39,988 | 0.23% | 0.36% | 16 | -654,710 | -35.04% | Q4 2025 | Feb 10, 2026 |
| Forum Financial Management, LP | History | No change | 1,156,857 | 38,106 | 0.5% | 0.5% | 17 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,156,097 | 38,081 | 0.69% | 0.6% | 18 | +195,537 | 20.36% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,046,523 | 34,472 | 0.09% | 0.0% | 19 | +1,038,526 | 12986.44% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,036,706 | 34,149 | 1.75% | 1.74% | 20 | +143,118 | 16.02% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 916,244 | 30,181 | 0.59% | 0.29% | 21 | +671,862 | 274.92% | Q4 2025 | Feb 11, 2026 |
| Efficient Advisors, LLC | History | Reduced | 840,773 | 27,695 | 1.62% | 1.79% | 22 | -163,271 | -16.26% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Wealth | History | Reduced | 826,043 | 27,209 | 0.03% | 0.04% | 23 | -44,501 | -5.11% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 800,600 | 26,371 | 0.0% | 0.0% | 24 | +484,942 | 153.63% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 691,613 | 22,781 | 0.01% | 0.01% | 25 | +83,233 | 13.68% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 645,480 | 21,262 | 0.05% | 0.05% | 26 | +13,950 | 2.21% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 638,091 | 21,018 | 0.03% | 0.03% | 27 | +35,978 | 5.98% | Q4 2025 | Feb 11, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 636,492 | 20,966 | 0.98% | 0.94% | 28 | +26,215 | 4.3% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 616,320 | 20,301 | 0.0% | 0.0% | 29 | +395,067 | 178.56% | Q4 2025 | Feb 17, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 591,483 | 19,483 | 3.61% | 2.77% | 30 | +258,778 | 77.78% | Q4 2025 | Jan 26, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 571,198 | 18,815 | 2.66% | 2.2% | 31 | +113,821 | 24.89% | Q4 2025 | Feb 13, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 537,602 | 17,708 | 0.46% | 0.4% | 32 | +71,462 | 15.33% | Q4 2025 | Jan 28, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 503,356 | 16,580 | 2.59% | 2.58% | 33 | +58,640 | 13.19% | Q4 2025 | Feb 03, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 495,198 | 16,311 | 6.87% | 6.84% | 34 | +6,383 | 1.31% | Q4 2025 | Feb 02, 2026 |
| Tanager Wealth Management LLP | History | Added to | 490,135 | 16,145 | 1.61% | 1.53% | 35 | +28,249 | 6.12% | Q4 2025 | Jan 26, 2026 |
| Wealth Management Nebraska | History | Added to | 488,398 | 16,087 | 1.84% | 1.72% | 36 | +33,247 | 7.3% | Q4 2025 | Jan 28, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 453,534 | 14,939 | 2.73% | 2.57% | 37 | +5,967 | 1.33% | Q4 2025 | Feb 17, 2026 |
| Planning Center, Inc. | History | Reduced | 432,360 | 14,241 | 1.45% | 1.54% | 38 | -32,169 | -6.93% | Q4 2025 | Feb 02, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 422,145 | 13,905 | 3.89% | 3.54% | 39 | +24,131 | 6.06% | Q4 2025 | Feb 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 391,381 | 12,892 | 0.35% | 0.34% | 40 | +10,812 | 2.84% | Q4 2025 | Feb 06, 2026 |
| Guardian Wealth Management, LLC | History | New | 367,000 | 12,088 | 3.83% | — | 41 | +367,000 | New | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 365,207 | 12,029 | 0.4% | 0.41% | 42 | -5,988 | -1.61% | Q4 2025 | Feb 06, 2026 |
| Three Arch Wealth Management LLC | History | New | 355,501 | 11,710 | 2.19% | — | 43 | +355,501 | New | Q4 2025 | Feb 13, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 353,710 | 11,651 | 1.55% | 1.46% | 44 | +19,802 | 5.93% | Q4 2025 | Jan 16, 2026 |
| SVB WEALTH LLC | History | Added to | 347,306 | 11,440 | 0.67% | 0.36% | 45 | +133,234 | 62.24% | Q4 2025 | Feb 04, 2026 |
| Shore Point Advisors, LLC | History | Added to | 344,482 | 11,347 | 4.8% | 0.94% | 46 | +277,360 | 413.22% | Q4 2025 | Jan 23, 2026 |
| Tillman Hartley LLC | History | Reduced | 331,626 | 10,923 | 2.74% | 2.74% | 47 | -3,490 | -1.04% | Q4 2025 | Feb 13, 2026 |
| Timonier Family Office, LTD. | History | Added to | 330,672 | 10,892 | 3.46% | 3.32% | 48 | +10,635 | 3.32% | Q4 2025 | Feb 04, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 308,226 | 10,152 | 1.7% | 1.71% | 49 | +1,038 | 0.34% | Q4 2025 | Feb 10, 2026 |
| GEN Financial Management, INC. | History | Added to | 306,628 | 10,100 | 6.36% | 1.54% | 50 | +250,061 | 442.06% | Q4 2025 | Jan 15, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 301,959 | 9,946 | 5.04% | 4.97% | 51 | +23,511 | 8.44% | Q4 2025 | Jan 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 301,017 | 9,915 | 0.0% | 0.0% | 52 | +8,581 | 2.93% | Q4 2025 | Feb 11, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 294,832 | 9,711 | 2.47% | 2.41% | 53 | +7,902 | 2.75% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 290,129 | 9,556 | 0.07% | 0.08% | 54 | +7,238 | 2.56% | Q4 2025 | Feb 18, 2026 |
| Quent Capital, LLC | History | Added to | 286,081 | 9,423 | 0.68% | 0.69% | 55 | +26,337 | 10.14% | Q4 2025 | Jan 29, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 283,552 | 9,340 | 0.18% | 0.15% | 56 | +39,359 | 16.12% | Q4 2025 | Feb 10, 2026 |
| Rothschild Wealth LLC | History | New | 282,037 | 9,290 | 0.89% | — | 57 | +282,037 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 275,802 | 9,084 | 0.04% | — | 58 | +275,802 | New | Q4 2025 | Feb 05, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 271,826 | 8,953 | 1.93% | 2.06% | 59 | +10,671 | 4.09% | Q4 2025 | Feb 09, 2026 |
| Level Financial Advisors | History | Added to | 258,264 | 8,507 | 2.25% | 2.07% | 60 | +25,636 | 11.02% | Q4 2025 | Jan 26, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 252,149 | 8,305 | 2.41% | 2.41% | 61 | -2,068 | -0.81% | Q4 2025 | Jan 08, 2026 |
| LPL Financial LLC | History | Added to | 247,942 | 8,167 | 0.0% | 0.0% | 62 | +61,561 | 33.03% | Q4 2025 | Feb 11, 2026 |
| Disciplined Investments, LLC | History | Added to | 247,726 | 8,160 | 3.14% | 2.97% | 63 | +11,715 | 4.96% | Q4 2025 | Feb 05, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 245,209 | 8,077 | 1.81% | 1.67% | 64 | +17,964 | 7.91% | Q4 2025 | Jan 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 236,606 | 7,793 | 0.04% | 0.05% | 65 | -32,924 | -12.22% | Q4 2025 | Feb 03, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 235,737 | 7,765 | 1.78% | 1.86% | 66 | -9,099 | -3.72% | Q4 2025 | Jan 06, 2026 |
| SB Capital Management Inc | History | New | 217,142 | 7,152 | 2.62% | — | 67 | +217,142 | New | Q4 2025 | Feb 20, 2026 |
| Capital Analysts, LLC | History | Added to | 207,363 | 6,830 | 0.21% | 0.16% | 68 | +35,232 | 20.47% | Q4 2025 | Feb 11, 2026 |
| First Pacific Financial | History | Added to | 202,913 | 6,683 | 0.87% | 0.81% | 69 | +17,746 | 9.58% | Q4 2025 | Jan 16, 2026 |
| Addison Advisors LLC | History | Added to | 199,886 | 6,584 | 1.48% | 1.44% | 70 | +3,457 | 1.76% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 185,532 | 6,111 | 0.07% | 0.06% | 71 | +28,728 | 18.32% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 185,037 | 6,095 | 0.03% | 0.03% | 72 | +5,021 | 2.79% | Q4 2025 | Jan 12, 2026 |
| Syverson Strege & Co | History | Reduced | 178,735 | 5,887 | 1.39% | 1.42% | 73 | -9,174 | -4.88% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 176,139 | 5,802 | 0.04% | 0.0% | 74 | +165,259 | 1518.92% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 164,699 | 5,425 | 0.12% | 0.15% | 75 | -76,340 | -31.67% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 164,240 | 5,410 | 0.01% | 0.01% | 76 | +33,208 | 25.34% | Q4 2025 | Feb 17, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 163,903 | 5,398 | 1.94% | 2.39% | 77 | -35,902 | -17.97% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 158,688 | 5,334 | 0.01% | 0.01% | 78 | +8,209 | 5.46% | Q4 2025 | Jan 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 157,972 | 5,203 | 0.39% | 0.37% | 79 | +17,165 | 12.19% | Q4 2025 | Jan 07, 2026 |
| McMill Wealth Management | History | Added to | 150,782 | 4,966 | 1.4% | 1.31% | 80 | +5,622 | 3.87% | Q4 2025 | Feb 23, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 150,256 | 4,949 | 1.52% | 1.46% | 81 | +9,731 | 6.92% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 148,494 | 4,891 | 0.01% | 0.01% | 82 | -1,719 | -1.14% | Q4 2025 | Feb 12, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 147,789 | 4,868 | 1.93% | 1.98% | 83 | +7,224 | 5.14% | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 145,965 | 4,808 | 0.15% | 0.17% | 84 | -35,915 | -19.75% | Q4 2025 | Jan 09, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 141,113 | 4,648 | 1.63% | 1.51% | 85 | +8,960 | 6.78% | Q4 2025 | Feb 09, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 137,443 | 4,527 | 2.42% | 2.38% | 86 | +3,047 | 2.27% | Q4 2025 | Jan 29, 2026 |
| CROBAN | History | Added to | 132,499 | 4,362 | 2.1% | 1.97% | 87 | +38,975 | 41.67% | Q4 2025 | Feb 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 132,293 | 4,357 | 2.47% | 2.39% | 88 | +10,750 | 8.84% | Q4 2025 | Feb 13, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 132,128 | 4,352 | 1.22% | 1.14% | 89 | +7,323 | 5.87% | Q4 2025 | Jan 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 125,689 | 4,140 | 0.03% | 0.06% | 90 | -79,125 | -38.63% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 121,846 | 4,013 | 0.02% | 0.02% | 91 | +3,526 | 2.98% | Q4 2025 | Feb 17, 2026 |
| SACHEM HILL LLC | History | Added to | 121,680 | 4,008 | 0.78% | 0.76% | 92 | +1,982 | 1.66% | Q4 2025 | Feb 12, 2026 |
| LAM GROUP, INC. | History | Reduced | 118,785 | 3,912 | 2.24% | 2.33% | 93 | -210 | -0.18% | Q4 2025 | Jan 23, 2026 |
| Williams Financial, LLC | History | New | 112,366 | 3,701 | 2.14% | — | 94 | +112,366 | New | Q4 2025 | Feb 02, 2026 |
| Spire Wealth Management | History | Added to | 111,860 | 3,684 | 0.12% | 0.12% | 95 | +2,220 | 2.02% | Q4 2025 | Jan 14, 2026 |
| M Holdings Securities, Inc. | History | New | 108,816 | 3,584 | 0.26% | — | 96 | +108,816 | New | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 105,184 | 3,464 | 0.0% | 0.0% | 97 | +48,883 | 86.82% | Q4 2025 | Feb 18, 2026 |
| Avior Wealth Management, LLC | History | Added to | 101,471 | 3,342 | 0.1% | 0.1% | 98 | +1,895 | 1.9% | Q4 2025 | Jan 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 99,966 | 3,292 | 0.01% | 0.01% | 99 | -1,444 | -1.42% | Q4 2025 | Feb 18, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 90,535 | 3,281 | 1.36% | 1.34% | 100 | -4,007 | -4.24% | Q4 2025 | Feb 13, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 98,481 | 3,243 | 0.93% | 0.89% | 101 | +5,659 | 6.1% | Q4 2025 | Feb 17, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 96,387 | 3,174 | 1.11% | 1.07% | 102 | +1,334 | 1.4% | Q4 2025 | Feb 05, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 95,894 | 3,158 | 0.37% | 0.35% | 103 | +2,643 | 2.83% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Added to | 91,951 | 3,029 | 0.01% | 0.01% | 104 | +4,830 | 5.54% | Q4 2025 | Feb 12, 2026 |
| Waterfront Wealth Inc. | History | Added to | 83,951 | 2,979 | 0.57% | 0.53% | 105 | +1,407 | 1.7% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 87,504 | 2,882 | 0.0% | — | 106 | +87,504 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Wealth Advisors LLC | History | New | 86,280 | 2,842 | 2.43% | — | 107 | +86,280 | New | Q4 2025 | Feb 03, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 86,252 | 2,841 | 0.84% | 0.85% | 108 | +7,884 | 10.06% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 79,013 | 2,602 | 0.01% | 0.01% | 109 | +2,462 | 3.22% | Q4 2025 | Feb 13, 2026 |
| Navigoe, LLC | History | Reduced | 78,895 | 2,598 | 1.6% | 1.69% | 110 | -4,779 | -5.71% | Q4 2025 | Feb 03, 2026 |
| Aurelius Family Office LLC | History | Reduced | 77,347 | 2,591 | 1.11% | 1.1% | 111 | -1,100 | -1.4% | Q4 2025 | Jan 09, 2026 |
| NORTHERN TRUST CORP | History | Added to | 77,024 | 2,537 | 0.0% | 0.0% | 112 | +1,427 | 1.89% | Q4 2025 | Feb 17, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 75,452 | 2,485 | 0.25% | 0.24% | 113 | +276 | 0.37% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 73,607 | 2,425 | 0.01% | 0.0% | 114 | +26,255 | 55.45% | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Added to | 72,478 | 2,387 | 0.03% | 0.02% | 115 | +6,057 | 9.12% | Q4 2025 | Jan 16, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 71,595 | 2,358 | 0.39% | 0.43% | 116 | -2,565 | -3.46% | Q4 2025 | Feb 04, 2026 |
| Sanctuary Advisors, LLC | History | New | 71,367 | 2,350 | 0.01% | — | 117 | +71,367 | New | Q4 2025 | Jan 29, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 68,885 | 2,269 | 2.53% | 2.96% | 118 | -1,500 | -2.13% | Q4 2025 | Feb 03, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 66,773 | 2,199 | 0.58% | 0.58% | 119 | +790 | 1.2% | Q4 2025 | Feb 06, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 64,719 | 2,175 | 0.21% | 0.2% | 120 | +2,802 | 4.53% | Q4 2025 | Jan 22, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 64,450 | 2,122 | 0.13% | — | 121 | +64,450 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 64,414 | 2,121 | 0.0% | 0.0% | 122 | +7,905 | 13.99% | Q4 2025 | Feb 13, 2026 |
| Prospect Financial Group LLC | History | Reduced | 62,253 | 2,050 | 1.91% | 1.93% | 123 | -105 | -0.17% | Q4 2025 | Feb 10, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 62,215 | 2,049 | 4.38% | 4.16% | 124 | -1,074,655 | -94.53% | Q4 2025 | Feb 13, 2026 |
| Colony Family Offices, LLC | History | Added to | 61,755 | 2,034 | 0.51% | 0.42% | 125 | +10,095 | 19.54% | Q4 2025 | Jan 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 60,792 | 2,002 | 0.11% | 0.11% | 126 | +426 | 0.71% | Q4 2025 | Jan 20, 2026 |
| VANCE WEALTH, LLC | History | Added to | 60,036 | 1,977 | 0.59% | 0.56% | 127 | +2,392 | 4.15% | Q4 2025 | Feb 17, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 58,517 | 1,927 | 0.37% | 0.35% | 128 | -1,050 | -1.76% | Q4 2025 | Jan 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 57,663 | 1,899 | 0.64% | 0.64% | 129 | +784 | 1.38% | Q4 2025 | Jan 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 54,241 | 1,873 | 0.95% | 1.01% | 130 | -873 | -1.58% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 56,610 | 1,864 | 0.02% | 0.03% | 131 | -8,883 | -13.56% | Q4 2025 | Jan 29, 2026 |
| Pursuit Wealth Management LLC | History | New | 56,390 | 1,857 | 1.6% | — | 132 | +56,390 | New | Q4 2025 | Jan 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 55,936 | 1,842 | 0.66% | 0.65% | 133 | -638 | -1.13% | Q4 2025 | Jan 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 55,770 | 1,837 | 0.01% | 0.01% | 134 | +239 | 0.43% | Q4 2025 | Feb 13, 2026 |
| Provident Wealth Management, LLC | History | Added to | 54,295 | 1,788 | 0.53% | 0.48% | 135 | +4,155 | 8.29% | Q4 2025 | Jan 28, 2026 |
| ERn Financial, LLC | History | Added to | 52,995 | 1,745 | 0.33% | 0.32% | 136 | +1,953 | 3.83% | Q4 2025 | Jan 15, 2026 |
| PFG Advisors | History | Reduced | 52,588 | 1,732 | 0.08% | 0.09% | 137 | -17,420 | -24.88% | Q4 2025 | Jan 27, 2026 |
| Ballast Financial Advisors LLC | History | New | 52,072 | 1,715 | 1.77% | — | 138 | +52,072 | New | Q4 2025 | Feb 17, 2026 |
| CLG LLC | History | Added to | 51,146 | 1,684 | 0.42% | 0.4% | 139 | +4,753 | 10.25% | Q4 2025 | Jan 15, 2026 |
| Frankly Finances, LLC | History | New | 49,982 | 1,646 | 1.43% | — | 140 | +49,982 | New | Q4 2025 | Jan 26, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 49,967 | 1,645 | 1.45% | — | 141 | +49,967 | New | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 48,453 | 1,596 | 0.01% | 0.01% | 142 | -11,292 | -18.9% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 48,121 | 1,585 | 0.0% | 0.0% | 143 | -92,180 | -65.7% | Q4 2025 | Feb 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 48,138 | 1,585 | 0.17% | 0.18% | 144 | -3,203 | -6.24% | Q4 2025 | Jan 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 46,898 | 1,544 | 0.0% | 0.0% | 145 | +71 | 0.15% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 46,377 | 1,527 | 0.0% | 0.0% | 146 | +3,757 | 8.82% | Q4 2025 | Feb 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 45,724 | 1,506 | 0.26% | 0.23% | 147 | +8,089 | 21.49% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 44,008 | 1,449 | 0.01% | 0.0% | 148 | +17,671 | 67.1% | Q4 2025 | Feb 18, 2026 |
| MOTCO | History | Added to | 42,709 | 1,406 | 0.13% | 0.11% | 149 | +3,198 | 8.09% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 41,521 | 1,367 | 0.0% | 0.0% | 150 | -6,264 | -13.11% | Q4 2025 | Feb 06, 2026 |
| WPWealth LLP | History | Reduced | 40,727 | 1,341 | 0.21% | 0.21% | 151 | -220 | -0.54% | Q4 2025 | Feb 13, 2026 |
| Narus Financial Partners, LLC | History | No change | 40,487 | 1,333 | 0.37% | 0.35% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 38,130 | 1,256 | 0.86% | 0.86% | 153 | -198 | -0.52% | Q4 2025 | Jan 05, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 38,034 | 1,252 | 0.47% | 0.49% | 154 | -962 | -2.47% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 37,590 | 1,238 | 0.02% | 0.02% | 155 | +7,080 | 23.21% | Q4 2025 | Feb 19, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 36,563 | 1,204 | 0.02% | 0.01% | 156 | +16,348 | 80.87% | Q4 2025 | Feb 05, 2026 |
| Sollinda Capital Management LLC | History | Added to | 34,635 | 1,140 | 0.29% | 0.2% | 157 | +11,986 | 52.92% | Q4 2025 | Jan 15, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 34,154 | 1,125 | 0.1% | 0.1% | 158 | -135 | -0.39% | Q4 2025 | Feb 06, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 29,693 | 1,045 | 0.03% | 0.03% | 159 | -2,624 | -8.12% | Q4 2025 | Jan 28, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 31,645 | 1,042 | 0.8% | 0.63% | 160 | +7,890 | 33.21% | Q4 2025 | Jan 26, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 26,546 | 874 | 0.36% | 0.2% | 161 | +3,307 | 14.23% | Q4 2025 | Feb 11, 2026 |
| MB Generational Wealth, LLC | History | Added to | 25,067 | 825 | 0.44% | 0.5% | 162 | +323 | 1.31% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,978 | 789 | 0.01% | 0.01% | 163 | +5,446 | 29.39% | Q4 2025 | Jan 23, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 23,825 | 784 | 0.21% | 0.12% | 164 | +13 | 0.05% | Q4 2025 | Jan 27, 2026 |
| Blume Capital Management, Inc. | History | No change | 23,100 | 760 | 0.14% | 0.14% | 165 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Added to | 23,056 | 759 | 0.01% | 0.01% | 166 | +3,495 | 17.87% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 22,668 | 746 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 22,548 | 742 | 0.3% | 0.3% | 168 | +371 | 1.67% | Q4 2025 | Jan 09, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 22,396 | 737 | 0.01% | 0.01% | 169 | -365 | -1.6% | Q4 2025 | Jan 21, 2026 |
| Joseph Group Capital Management | History | Reduced | 21,773 | 717 | 0.19% | 0.2% | 170 | -943 | -4.15% | Q4 2025 | Jan 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 21,111 | 695 | 0.01% | 0.01% | 171 | +9,683 | 84.73% | Q4 2025 | Feb 09, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 21,060 | 693 | 0.25% | 0.2% | 173 | +4,288 | 25.57% | Q4 2025 | Jan 27, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 21,063 | 693 | 0.41% | 0.41% | 172 | -310 | -1.45% | Q4 2025 | Jan 26, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 20,836 | 686 | 0.06% | 0.05% | 174 | -578 | -2.7% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 20,802 | 685 | 0.03% | 0.03% | 175 | -537 | -2.52% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | New | 20,743 | 683 | 0.02% | — | 176 | +20,743 | New | Q4 2025 | Jan 21, 2026 |
| &PARTNERS | History | Added to | 20,334 | 669 | 0.0% | 0.0% | 177 | +1,711 | 9.19% | Q4 2025 | Feb 17, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 20,227 | 666 | 0.05% | 0.05% | 178 | +88 | 0.44% | Q4 2025 | Feb 03, 2026 |
| Golden State Equity Partners | History | Added to | 19,646 | 647 | 0.1% | 0.06% | 179 | +7,727 | 64.83% | Q4 2025 | Jan 29, 2026 |
| Berman McAleer LLC | History | Added to | 19,139 | 630 | 0.09% | 0.05% | 180 | +7,794 | 68.7% | Q4 2025 | Feb 05, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 19,125 | 629 | 0.26% | 0.24% | 181 | +1,412 | 7.97% | Q4 2025 | Jan 14, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 18,963 | 624 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 18,586 | 612 | 0.19% | 0.23% | 183 | -3,496 | -15.83% | Q4 2025 | Jan 22, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 17,739 | 584 | 0.55% | — | 184 | +17,739 | New | Q4 2025 | Feb 19, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 17,619 | 580 | 0.04% | 0.02% | 185 | +8,114 | 85.37% | Q4 2025 | Jan 21, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 17,462 | 575 | 0.32% | 0.31% | 186 | +242 | 1.41% | Q4 2025 | Jan 21, 2026 |
| rebel Financial LLC | History | New | 16,765 | 552 | 0.24% | — | 187 | +16,765 | New | Q4 2025 | Mar 27, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 16,712 | 550 | 0.09% | 0.09% | 188 | +1,111 | 7.12% | Q4 2025 | Jan 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 15,953 | 525 | 0.02% | 0.02% | 189 | +118 | 0.75% | Q4 2025 | Jan 20, 2026 |
| Tranquility Partners, LLC | History | Added to | 15,789 | 520 | 0.19% | 0.17% | 190 | +117 | 0.75% | Q4 2025 | Feb 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 15,249 | 502 | 0.02% | 0.03% | 191 | -4,201 | -21.6% | Q4 2025 | Jan 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 15,067 | 496 | 0.12% | 0.12% | 192 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 14,364 | 473 | 0.1% | 0.09% | 194 | +776 | 5.71% | Q4 2025 | Jan 16, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 14,377 | 473 | 0.0% | 0.0% | 193 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 14,283 | 470 | 0.01% | 0.01% | 195 | +5,263 | 58.35% | Q4 2025 | Feb 19, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 14,201 | 467 | 0.26% | 0.25% | 196 | -650 | -4.38% | Q4 2025 | Jan 14, 2026 |
| UBS Group AG | History | Added to | 14,077 | 463 | 0.0% | 0.0% | 197 | +13,414 | 2023.23% | Q4 2025 | Jan 29, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 13,864 | 456 | 0.39% | 0.38% | 198 | +35 | 0.25% | Q4 2025 | Feb 03, 2026 |
| TAGStone Capital, Inc. | History | Added to | 12,902 | 424 | 0.16% | 0.14% | 199 | +1,675 | 14.92% | Q4 2025 | Feb 10, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 12,400 | 408 | 0.01% | — | 201 | +12,400 | New | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 12,388 | 408 | 0.0% | 0.0% | 200 | -77 | -0.62% | Q4 2025 | Jan 29, 2026 |
| Partners in Financial Planning | History | Added to | 12,403 | 408 | 0.07% | 0.07% | 202 | +40 | 0.32% | Q4 2025 | Feb 02, 2026 |
| IFG Advisors, LLC | History | Reduced | 12,003 | 395 | 0.07% | 0.06% | 203 | -8 | -0.07% | Q4 2025 | Jan 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 11,918 | 393 | 0.0% | — | 204 | +11,918 | New | Q4 2025 | Feb 05, 2026 |
| Fortis Capital Management LLC | History | Added to | 11,951 | 393 | 0.05% | 0.05% | 205 | +55 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Equita Financial Network, Inc. | History | Added to | 11,868 | 390 | 0.12% | 0.13% | 206 | +53 | 0.45% | Q4 2025 | Jan 29, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 11,713 | 385 | 0.03% | 0.04% | 207 | -2,269 | -16.23% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 11,617 | 382 | 0.0% | — | 208 | +11,617 | New | Q4 2025 | Feb 18, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 11,583 | 381 | 0.11% | 0.12% | 209 | +21 | 0.18% | Q4 2025 | Jan 27, 2026 |
| Abel Hall, LLC | History | Reduced | 11,463 | 377 | 0.09% | 0.15% | 210 | -356 | -3.01% | Q4 2025 | Feb 17, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 11,403 | 375 | 0.05% | 0.05% | 211 | +53 | 0.47% | Q4 2025 | Feb 04, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 11,068 | 364 | 0.02% | 0.02% | 212 | -260 | -2.3% | Q4 2025 | Mar 04, 2026 |
| Entelevest, LLC | History | New | 10,781 | 355 | 0.36% | — | 213 | +10,781 | New | Q4 2025 | Feb 11, 2026 |
| Opus Financial Solutions LLC | History | New | 10,680 | 351 | 0.33% | — | 214 | +10,680 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,606 | 349 | 0.0% | 0.0% | 215 | +611 | 6.11% | Q4 2025 | Jan 26, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 10,389 | 348 | 0.01% | 0.01% | 216 | -797 | -7.12% | Q4 2025 | Jan 08, 2026 |
| Burton Enright Welch | History | No change | 10,332 | 340 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 10,286 | 338 | 0.18% | — | 218 | +10,286 | New | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,020 | 330 | 0.01% | 0.01% | 219 | +37 | 0.37% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,795 | 322 | 0.0% | 0.0% | 220 | +850 | 9.5% | Q4 2025 | Feb 12, 2026 |
| Pacific Asset Management, LLC | History | Added to | 9,759 | 321 | 0.19% | 0.21% | 221 | +15 | 0.15% | Q4 2025 | Jan 28, 2026 |
| Curi Capital, LLC | History | No change | 9,714 | 319 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 9,574 | 315 | 0.04% | 0.04% | 223 | -121 | -1.25% | Q4 2025 | Jan 08, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | New | 9,448 | 311 | 0.06% | — | 224 | +9,448 | New | Q4 2025 | Feb 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 9,368 | 308 | 0.21% | 0.22% | 225 | +8 | 0.09% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,237 | 304 | 0.0% | 0.0% | 226 | -608 | -6.18% | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 8,761 | 295 | 0.03% | — | 227 | +8,761 | New | Q4 2025 | Jan 12, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 8,820 | 290 | 0.14% | 0.15% | 228 | +41 | 0.47% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,540 | 281 | 0.0% | 0.0% | 229 | +3,542 | 70.87% | Q4 2025 | Feb 17, 2026 |
| Family Office Research LLC | History | No change | 8,258 | 272 | 0.11% | 0.11% | 230 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Signal Advisors Wealth, LLC | History | New | 8,155 | 268 | 0.02% | — | 232 | +8,155 | New | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,163 | 268 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Brooklyn Investment Group | History | New | 8,099 | 267 | 0.01% | — | 233 | +8,099 | New | Q4 2025 | Feb 12, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 8,038 | 264 | 0.12% | — | 234 | +8,038 | New | Q4 2025 | Feb 17, 2026 |
| Strategent Financial, LLC | History | New | 7,878 | 259 | 0.16% | — | 236 | +7,878 | New | Q4 2025 | Jan 29, 2026 |
| Diversify Advisory Services, LLC | History | New | 7,538 | 259 | 0.01% | — | 235 | +7,538 | New | Q4 2025 | Jan 23, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 7,566 | 249 | 0.15% | — | 237 | +7,566 | New | Q4 2025 | Feb 02, 2026 |
| HANOVER ADVISORS INC | History | Added to | 7,425 | 244 | 0.09% | 0.09% | 238 | +150 | 2.06% | Q4 2025 | Feb 17, 2026 |
| RAM Investment Partners, LLC | History | No change | 7,176 | 236 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Secure Asset Management, LLC | History | New | 6,956 | 229 | 0.04% | — | 240 | +6,956 | New | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,685 | 220 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 6,600 | 217 | 0.03% | — | 243 | +6,600 | New | Q4 2025 | Feb 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 6,600 | 217 | 0.05% | 0.05% | 242 | -140 | -2.08% | Q4 2025 | Feb 10, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 6,486 | 213 | 0.15% | 0.14% | 244 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| GEM Asset Management, LLC | History | New | 6,190 | 208 | 0.09% | — | 246 | +6,190 | New | Q4 2025 | Jan 09, 2026 |
| AE Wealth Management LLC | History | Added to | 6,315 | 208 | 0.0% | 0.0% | 245 | +1,219 | 23.92% | Q4 2025 | Jan 26, 2026 |
| COMMERCE BANK | History | New | 6,291 | 207 | 0.0% | — | 247 | +6,291 | New | Q4 2025 | Feb 13, 2026 |
| Sterneck Capital Management, LLC | History | New | 6,225 | 205 | 0.09% | — | 248 | +6,225 | New | Q4 2025 | Jan 22, 2026 |
| Legacy Edge Advisors, LLC | History | New | 6,186 | 203 | 0.02% | — | 249 | +6,186 | New | Q4 2025 | Feb 02, 2026 |
| Maia Wealth LLC | History | New | 5,592 | 202 | 0.03% | — | 250 | +5,592 | New | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | No change | 4,990 | 164 | 0.0% | 0.01% | 251 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 3,903 | 128 | 0.08% | 0.09% | 252 | -433 | -9.99% | Q4 2025 | Feb 02, 2026 |
| LRI Investments, LLC | History | Added to | 3,833 | 126 | 0.01% | 0.01% | 253 | +97 | 2.6% | Q4 2025 | Feb 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,757 | 123 | 0.0% | 0.0% | 254 | +234 | 6.64% | Q4 2025 | Mar 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,621 | 119 | 0.0% | 0.0% | 255 | +1,147 | 46.36% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,196 | 105 | 0.0% | 0.0% | 256 | +431 | 15.59% | Q4 2025 | Feb 13, 2026 |
| Fairman Group, LLC | History | Added to | 3,114 | 102 | 0.08% | 0.08% | 257 | +14 | 0.45% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3,087 | 101 | 0.0% | 0.0% | 258 | +2,525 | 449.29% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,831 | 93 | 0.0% | — | 259 | +2,831 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,638 | 86 | 0.01% | 0.01% | 260 | +35 | 1.34% | Q4 2025 | Feb 06, 2026 |
| Tradewinds Capital Management, LLC | History | New | 2,026 | 66 | 0.01% | — | 261 | +2,026 | New | Q4 2025 | Jan 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,750 | 57 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 1,702 | 56 | 0.01% | — | 263 | +1,702 | New | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,692 | 55 | 0.0% | 0.0% | 264 | -51 | -2.93% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,600 | 52 | 0.01% | — | 266 | +1,600 | New | Q4 2025 | Feb 09, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,600 | 52 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,502 | 49 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 1,398 | 46 | 0.0% | 0.0% | 268 | +1,113 | 390.53% | Q4 2025 | Feb 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,352 | 44 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Ancora Advisors LLC | History | Added to | 1,332 | 43 | 0.0% | — | 270 | +1,302 | 4340.0% | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,145 | 37 | 0.02% | — | 271 | +1,145 | New | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 1,046 | 34 | 0.0% | — | 272 | +1,046 | New | Q4 2025 | Feb 13, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 893 | 29 | 0.01% | 0.01% | 273 | +217 | 32.1% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 860 | 28 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 833 | 27 | 0.02% | — | 276 | +833 | New | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 845 | 27 | 0.0% | 0.0% | 275 | -565 | -40.07% | Q4 2025 | Feb 02, 2026 |
| Park Place Capital Corp | History | New | 818 | 26 | 0.01% | — | 279 | +818 | New | Q4 2025 | Jan 09, 2026 |
| MAI Capital Management | History | Added to | 805 | 26 | 0.0% | 0.0% | 278 | +2 | 0.25% | Q4 2025 | Feb 13, 2026 |
| HOWE & RUSLING INC | History | No change | 791 | 26 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parvin Asset Management, LLC | History | New | 734 | 24 | 0.02% | — | 280 | +734 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 663 | 21 | 0.0% | — | 281 | +663 | New | Q4 2025 | Feb 12, 2026 |
| Team Financial Group, LLC | History | No change | 649 | 21 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 591 | 19 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EASTERN BANK | History | No change | 530 | 17 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 489 | 17 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 497 | 16 | 0.0% | — | 286 | +497 | New | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | New | 474 | 15 | 0.0% | — | 288 | +474 | New | Q4 2025 | Jan 26, 2026 |
| Asset Dedication, LLC | History | No change | 458 | 15 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DEUTSCHE BANK AG\ | History | New | 431 | 14 | 0.0% | — | 289 | +431 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | No change | 415 | 13 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 407 | 13 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 373 | 12 | 0.01% | — | 292 | +373 | New | Q4 2025 | Feb 19, 2026 |
| PRIVATE TRUST CO NA | History | New | 315 | 10 | 0.0% | — | 293 | +315 | New | Q4 2025 | Jan 26, 2026 |
| New England Capital Financial Advisors LLC | History | New | 315 | 10 | 0.0% | — | 295 | +315 | New | Q4 2025 | Feb 02, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 304 | 10 | 0.01% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Lodestone Wealth Management LLC | History | New | 231 | 7 | 0.0% | — | 296 | +231 | New | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 193 | 6 | 0.0% | 0.0% | 298 | -111 | -36.51% | Q4 2025 | Jan 13, 2026 |
| Bogart Wealth, LLC | History | No change | 192 | 6 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 165 | 5 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | No change | 166 | 5 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 168 | 5 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GoalVest Advisory LLC | History | New | 143 | 4 | 0.0% | — | 303 | +143 | New | Q4 2025 | Jan 05, 2026 |
| DecisionPoint Financial, LLC | History | New | 137 | 4 | 0.0% | — | 304 | +137 | New | Q4 2025 | Jan 29, 2026 |
| Jessup Wealth Management, Inc | History | New | 128 | 4 | 0.0% | — | 305 | +128 | New | Q4 2025 | Feb 11, 2026 |
| CURIO WEALTH, LLC | History | New | 128 | 4 | 0.0% | — | 306 | +128 | New | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 137 | 4 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Strive Financial Group ,LLC | History | New | 113 | 3 | 0.0% | — | 308 | +113 | New | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | New | 102 | 3 | 0.0% | — | 307 | +102 | New | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 85 | 2 | 0.0% | 0.0% | 309 | -255 | -75.0% | Q4 2025 | Feb 06, 2026 |
| Stephens Consulting, LLC | History | New | 81 | 2 | 0.0% | — | 310 | +81 | New | Q4 2025 | Jan 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 80 | 2 | 0.0% | 0.0% | 312 | +40 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Topsail Wealth Management, LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| N.E.W. Advisory Services LLC | History | New | 59 | 1 | 0.0% | — | 314 | +59 | New | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | New | 44 | 1 | 0.0% | — | 313 | +44 | New | Q4 2025 | Feb 09, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 4.23% | — | -282,482 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -226,680 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.98% | — | -140,565 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.99% | — | -80,728 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -22,890 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Five Oceans Advisors | History | Closed out | 0 | 0 | — | 0.11% | — | -9,073 | -100.0% | Q3 2025 | Oct 22, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,799 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,184 | -100.0% | Q3 2025 | Oct 21, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -448 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -396 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -370 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -311 | -100.0% | Q3 2025 | Nov 06, 2025 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -307 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOMPKINS FINANCIAL CORP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |