ETF Series Solutions - DSTL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 28 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | History | Added to | 5,752,460 | 338,819 | 1.89% | 2.02% | 1 | +7,825 | 0.14% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,530,366 | 151,581 | 0.21% | 0.21% | 2 | +127,177 | 5.29% | Q4 2025 | Jan 08, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 1,581,999 | 93,179 | 5.12% | 5.3% | 3 | -32,926 | -2.04% | Q4 2025 | Feb 13, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 1,419,594 | 83,614 | 11.13% | 11.06% | 4 | +36,320 | 2.63% | Q4 2025 | Jan 16, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 1,045,286 | 61,567 | 3.38% | 3.43% | 5 | +29,566 | 2.91% | Q4 2025 | Jan 29, 2026 |
| Madison Asset Management, LLC | History | Reduced | 943,332 | 55,562 | 0.64% | 0.7% | 6 | -146,805 | -13.47% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 901,472 | 53,096 | 0.06% | 0.06% | 7 | -4,116 | -0.45% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 873,102 | 51,425 | 1.15% | 1.84% | 8 | -71,860 | -7.6% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 662,755 | 39,036 | 0.01% | 0.01% | 9 | +4,474 | 0.68% | Q4 2025 | Feb 18, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 583,307 | 34,356 | 3.57% | 3.98% | 10 | -22,848 | -3.77% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Reduced | 577,130 | 33,992 | 0.01% | 0.01% | 11 | -228,651 | -28.38% | Q4 2025 | Feb 11, 2026 |
| Allen Capital Group, LLC | History | Reduced | 550,849 | 32,444 | 2.97% | 3.04% | 12 | -6,018 | -1.08% | Q4 2025 | Feb 09, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 510,658 | 30,077 | 4.31% | 4.19% | 13 | +19,426 | 3.95% | Q4 2025 | Jan 12, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 496,841 | 29,263 | 10.0% | 10.07% | 14 | +8,263 | 1.69% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 448,149 | 26,396 | 0.05% | 0.05% | 15 | +8,650 | 1.97% | Q4 2025 | Mar 16, 2026 |
| Crumly & Associates Inc. | History | Reduced | 366,485 | 21,585 | 4.53% | 4.81% | 16 | -12,795 | -3.37% | Q4 2025 | Jan 14, 2026 |
| Berkeley, Inc | History | Reduced | 355,154 | 20,918 | 6.65% | 7.14% | 17 | -27,786 | -7.26% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 330,122 | 19,444 | 0.05% | 0.05% | 18 | +7,626 | 2.36% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Reduced | 317,955 | 18,727 | 0.03% | 0.05% | 19 | -266,055 | -45.56% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 293,793 | 17,304 | 0.57% | 0.57% | 20 | +8,375 | 2.93% | Q4 2025 | Feb 13, 2026 |
| Indivisible Partners | History | New | 287,395 | 16,927 | 1.84% | — | 21 | +287,395 | New | Q4 2025 | Feb 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 252,449 | 14,864 | 0.09% | — | 22 | +252,449 | New | Q4 2025 | Feb 17, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 248,990 | 14,665 | 3.19% | 3.31% | 23 | -501 | -0.2% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Reduced | 187,214 | 11,026 | 0.01% | 0.02% | 24 | -10,958 | -5.53% | Q4 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | Added to | 180,879 | 10,653 | 3.58% | 3.56% | 25 | +4,158 | 2.35% | Q4 2025 | Feb 03, 2026 |
| Sunbeam Capital Management, LLC | History | Reduced | 169,136 | 9,962 | 5.9% | 6.51% | 26 | -11,648 | -6.44% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 160,129 | 9,431 | 0.02% | 0.02% | 27 | -3,307 | -2.02% | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 158,927 | 9,360 | 0.82% | 1.18% | 28 | -59,687 | -27.3% | Q4 2025 | Feb 04, 2026 |
| Rothschild Wealth LLC | History | New | 149,406 | 8,800 | 0.85% | — | 29 | +149,406 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 146,924 | 8,653 | 0.0% | 0.0% | 30 | +23,824 | 19.35% | Q4 2025 | Feb 11, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 143,635 | 8,460 | 2.96% | 0.09% | 31 | +139,591 | 3451.81% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 127,673 | 7,519 | 0.28% | 0.28% | 32 | +617 | 0.49% | Q4 2025 | Feb 17, 2026 |
| Old Port Advisors | History | Reduced | 120,841 | 7,117 | 1.75% | 1.82% | 33 | -4,110 | -3.29% | Q4 2025 | Jan 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 105,046 | 6,187 | 0.05% | 0.07% | 34 | -55,820 | -34.7% | Q4 2025 | Jan 05, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 83,862 | 4,939 | 1.53% | 1.33% | 35 | +11,657 | 16.14% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 81,591 | 4,805 | 0.08% | — | 36 | +81,591 | New | Q4 2025 | Feb 19, 2026 |
| Fermata Advisors, LLC | History | Added to | 80,699 | 4,753 | 1.14% | 1.07% | 37 | +7,738 | 10.61% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 76,821 | 4,526 | 0.01% | 0.01% | 38 | +6,934 | 9.92% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 76,739 | 4,519 | 0.03% | 0.04% | 39 | -27,420 | -26.33% | Q4 2025 | Feb 17, 2026 |
| Herold Advisors, Inc. | History | Reduced | 71,362 | 4,203 | 0.94% | 1.14% | 40 | -13,646 | -16.05% | Q4 2025 | Feb 17, 2026 |
| Weil Company, Inc. | History | Added to | 68,794 | 4,051 | 0.93% | 0.73% | 41 | +16,145 | 30.67% | Q4 2025 | Jan 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 67,338 | 3,966 | 1.43% | 1.48% | 42 | -847 | -1.24% | Q4 2025 | Feb 05, 2026 |
| Centerpoint Advisory Group | History | Reduced | 64,075 | 3,774 | 2.91% | 3.09% | 43 | -4,541 | -6.62% | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | Reduced | 63,539 | 3,742 | 0.03% | 0.04% | 44 | -2,694 | -4.07% | Q4 2025 | Jan 26, 2026 |
| Csenge Advisory Group | History | Reduced | 59,508 | 3,505 | 0.16% | 0.18% | 45 | -4,420 | -6.91% | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | Added to | 57,198 | 3,368 | 0.27% | 0.24% | 46 | +7,098 | 14.17% | Q4 2025 | Feb 04, 2026 |
| Aspect Partners, LLC | History | Added to | 54,804 | 3,227 | 1.41% | 1.27% | 47 | +6,685 | 13.89% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 49,993 | 2,944 | 0.07% | 0.07% | 48 | +3,708 | 8.01% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 48,000 | 2,827 | 0.0% | — | 49 | +48,000 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 43,907 | 2,586 | 0.0% | 0.0% | 50 | +25,464 | 138.07% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 41,488 | 2,443 | 0.0% | 0.0% | 51 | -2,108 | -4.84% | Q4 2025 | Feb 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 37,737 | 2,222 | 0.28% | — | 52 | +37,737 | New | Q4 2025 | Jan 27, 2026 |
| Meramec Financial Planners, LLC | History | New | 34,098 | 2,098 | 0.82% | — | 53 | +34,098 | New | Q4 2025 | Feb 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 35,008 | 2,061 | 0.12% | 0.15% | 54 | -5,931 | -14.49% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | Added to | 31,683 | 1,866 | 0.11% | 0.09% | 55 | +1,005 | 3.28% | Q4 2025 | Feb 17, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 30,653 | 1,821 | 0.03% | 0.03% | 56 | +1,241 | 4.22% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 29,839 | 1,757 | 0.08% | 0.07% | 57 | +359 | 1.22% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 29,028 | 1,709 | 0.03% | 0.05% | 58 | -5,353 | -15.57% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 28,972 | 1,706 | 0.03% | 0.06% | 59 | -12,198 | -29.63% | Q4 2025 | Feb 03, 2026 |
| TFR Capital, LLC. | History | Added to | 28,783 | 1,695 | 0.56% | 0.55% | 60 | +109 | 0.38% | Q4 2025 | Jan 27, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 28,393 | 1,672 | 0.37% | 0.36% | 61 | +1,344 | 4.97% | Q4 2025 | Feb 09, 2026 |
| American Alpha Advisors, LLC | History | Added to | 25,423 | 1,497 | 0.89% | 0.89% | 62 | +3,360 | 15.23% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 24,198 | 1,425 | 0.02% | 0.02% | 63 | -165 | -0.68% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 23,614 | 1,390 | 0.07% | 0.07% | 64 | -6 | -0.03% | Q4 2025 | Mar 04, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 23,438 | 1,380 | 0.42% | 0.44% | 65 | +11,651 | 98.85% | Q4 2025 | Feb 12, 2026 |
| Braeburn Wealth Management LLC | History | New | 22,705 | 1,337 | 0.68% | — | 66 | +22,705 | New | Q4 2025 | Feb 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 22,250 | 1,310 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 20,069 | 1,182 | 0.0% | 0.0% | 68 | -21,643 | -51.89% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 18,834 | 1,109 | 0.0% | 0.0% | 69 | +592 | 3.25% | Q4 2025 | Feb 13, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 18,149 | 1,068 | 0.39% | 0.38% | 70 | -137 | -0.75% | Q4 2025 | Jan 21, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 17,819 | 1,049 | 0.0% | 0.0% | 71 | +4,572 | 34.51% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 16,897 | 995 | 0.05% | 0.09% | 72 | -15,181 | -47.33% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | New | 14,425 | 849 | 0.03% | — | 73 | +14,425 | New | Q4 2025 | Jan 23, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 13,723 | 808 | 0.12% | — | 74 | +13,723 | New | Q4 2025 | Feb 06, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 13,529 | 796 | 0.02% | 0.04% | 75 | -6,787 | -33.41% | Q4 2025 | Jan 05, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 12,745 | 750 | 0.26% | 0.3% | 76 | -245 | -1.89% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,174 | 716 | 0.0% | 0.0% | 77 | -1,088 | -8.2% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,533 | 620 | 0.0% | 0.0% | 78 | +5 | 0.05% | Q4 2025 | Feb 02, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | New | 10,377 | 611 | 0.28% | — | 79 | +10,377 | New | Q4 2025 | Jan 15, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 10,225 | 602 | 0.23% | 0.23% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 9,980 | 588 | 0.17% | 0.19% | 81 | +32 | 0.32% | Q4 2025 | Jan 06, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 9,694 | 584 | 0.07% | 0.08% | 82 | -1,251 | -11.43% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,518 | 560 | 0.0% | 0.0% | 83 | +5,390 | 130.57% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,457 | 557 | 0.0% | — | 84 | +9,457 | New | Q4 2025 | Feb 12, 2026 |
| Global View Capital Management LLC | History | Reduced | 9,194 | 541 | 0.1% | 0.12% | 85 | -885 | -8.78% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 9,107 | 536 | 0.01% | — | 86 | +9,107 | New | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 9,027 | 531 | 0.0% | 0.0% | 87 | -2,073 | -18.68% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,968 | 528 | 0.0% | 0.0% | 88 | +277 | 3.19% | Q4 2025 | Feb 17, 2026 |
| SimpliFi, Inc. | History | Reduced | 8,876 | 522 | 0.22% | 0.22% | 89 | -182 | -2.01% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | New | 8,378 | 493 | 0.0% | — | 90 | +8,378 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,225 | 425 | 0.0% | — | 91 | +7,225 | New | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 7,164 | 421 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 7,000 | 412 | 0.22% | 0.22% | 93 | +100 | 1.45% | Q4 2025 | Jan 23, 2026 |
| Certified Advisory Corp | History | No change | 6,794 | 400 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HUB Investment Partners, LLC | History | New | 6,272 | 369 | 0.01% | — | 95 | +6,272 | New | Q4 2025 | Feb 17, 2026 |
| Brady Martz Wealth Solutions, LLC | History | New | 6,027 | 354 | 0.06% | — | 96 | +6,027 | New | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Added to | 5,913 | 348 | 0.0% | 0.0% | 97 | +813 | 15.94% | Q4 2025 | Jan 29, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 5,916 | 348 | 0.13% | 0.14% | 98 | +12 | 0.2% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | No change | 5,777 | 340 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 5,450 | 321 | 0.0% | 0.0% | 100 | +1,330 | 32.28% | Q4 2025 | Jan 29, 2026 |
| Walleye Partners, LLC | History | New | 4,824 | 284 | 0.32% | — | 101 | +4,824 | New | Q4 2025 | Jan 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 4,631 | 283 | 0.06% | 0.06% | 102 | +440 | 10.5% | Q4 2025 | Feb 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 4,734 | 278 | 0.13% | 0.12% | 103 | +238 | 5.29% | Q4 2025 | Feb 03, 2026 |
| Clayton Financial Group LLC | History | Added to | 4,655 | 274 | 0.14% | 0.2% | 104 | +15 | 0.32% | Q4 2025 | Jan 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,594 | 270 | 0.01% | 0.01% | 105 | -568 | -11.0% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,290 | 252 | 0.0% | — | 106 | +4,290 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,229 | 249 | 0.0% | 0.0% | 107 | +179 | 4.42% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,053 | 238 | 0.0% | 0.0% | 108 | -270 | -6.25% | Q4 2025 | Feb 18, 2026 |
| Diversified Trust Co | History | No change | 4,028 | 237 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 3,898 | 229 | 0.69% | — | 110 | +3,898 | New | Q4 2025 | Feb 06, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 3,586 | 211 | 0.01% | 0.03% | 111 | -2,257 | -38.63% | Q4 2025 | Feb 09, 2026 |
| Opal Wealth Advisors, LLC | History | New | 3,513 | 206 | 0.05% | — | 112 | +3,513 | New | Q4 2025 | Jan 26, 2026 |
| GeoWealth Management, LLC | History | Reduced | 3,472 | 204 | 0.01% | 0.01% | 113 | -2,306 | -39.91% | Q4 2025 | Feb 17, 2026 |
| Insight Advisors, LLC/ PA | History | New | 3,433 | 202 | 0.03% | — | 115 | +3,433 | New | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | New | 3,432 | 202 | 0.0% | — | 114 | +3,432 | New | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,139 | 126 | 0.0% | 0.0% | 116 | -320 | -13.01% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,023 | 119 | 0.0% | 0.0% | 117 | -3 | -0.15% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,859 | 109 | 0.0% | — | 118 | +1,859 | New | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,813 | 107 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Team Financial Group, LLC | History | Added to | 1,777 | 104 | 0.05% | 0.03% | 120 | +751 | 73.2% | Q4 2025 | Jan 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,637 | 96 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | New | 1,434 | 84 | 0.0% | — | 122 | +1,434 | New | Q4 2025 | Feb 12, 2026 |
| Navigoe, LLC | History | No change | 1,432 | 84 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Reduced | 927 | 54 | 0.0% | 0.0% | 124 | -118 | -11.29% | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 849 | 50 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | New | 685 | 40 | 0.0% | — | 126 | +685 | New | Q4 2025 | Feb 06, 2026 |
| Operose Advisors LLC | History | No change | 681 | 40 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Oakworth Capital, Inc. | History | No change | 672 | 39 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 626 | 36 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 517 | 30 | 0.01% | 0.01% | 130 | -51 | -8.98% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 453 | 26 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 415 | 24 | 0.0% | 0.0% | 132 | -1,220 | -74.62% | Q4 2025 | Jan 14, 2026 |
| FMR LLC | History | Reduced | 250 | 14 | 0.0% | 0.0% | 133 | -19 | -7.06% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 216 | 12 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 200 | 11 | 0.0% | — | 135 | +200 | New | Q4 2025 | Feb 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 150 | 8 | 0.0% | 0.71% | 136 | -35,957 | -99.58% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 110 | 6 | 0.0% | 0.0% | 137 | -456 | -80.57% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 76 | 4 | 0.0% | 0.0% | 138 | -690 | -90.08% | Q4 2025 | Feb 13, 2026 |
| Imprint Wealth LLC | History | Reduced | 65 | 3 | 0.01% | 0.02% | 141 | -51 | -43.97% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 63 | 3 | 0.0% | 0.0% | 140 | -8 | -11.27% | Q4 2025 | Jan 26, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 3.92% | — | -142,727 | -100.0% | Q3 2025 | Nov 17, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -78,756 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,374 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,967 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,617 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,774 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DMC Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,462 | -100.0% | Q3 2025 | Oct 29, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,643 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,354 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GAMMA Investing LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 05, 2026 |