WisdomTree Trust - DXJ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 3,020,941 | 435,499 | 0.03% | 0.0% | 1 | +2,799,228 | 1262.55% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,301,707 | 331,814 | 0.02% | 0.02% | 2 | +71,683 | 3.21% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,297,136 | 186,995 | 0.01% | 0.01% | 3 | -20,627 | -1.57% | Q4 2025 | Feb 17, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | No change | 941,000 | 135,654 | 12.91% | 38.31% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 565,688 | 81,549 | 0.03% | 0.03% | 5 | -55,728 | -8.97% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 515,323 | 74,288 | 0.01% | 0.01% | 6 | -20,101 | -3.75% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 498,977 | 71,932 | 0.02% | 0.02% | 7 | +19,606 | 4.09% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 474,915 | 68,463 | 0.0% | 0.0% | 8 | +1,886 | 0.4% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 364,194 | 52,502 | 0.01% | 0.01% | 9 | +145,236 | 66.33% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 356,891 | 51,449 | 0.02% | 0.02% | 10 | -105,637 | -22.84% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 295,148 | 42,548 | 0.01% | 0.01% | 11 | -73,175 | -19.87% | Q4 2025 | Jan 29, 2026 |
| Permanens Capital L.P. | History | Added to | 292,755 | 42,203 | 5.5% | 5.57% | 12 | +1,022 | 0.35% | Q4 2025 | Feb 17, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 289,661 | 41,757 | 0.61% | 0.56% | 13 | -8,211 | -2.76% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 279,715 | 40,298 | 0.01% | 0.0% | 14 | +160,550 | 134.73% | Q4 2025 | Feb 17, 2026 |
| Robinhood Asset Management, LLC | History | New | 263,694 | 38,014 | 3.03% | — | 15 | +263,694 | New | Q4 2025 | Jan 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 253,764 | 36,582 | 0.0% | 0.0% | 16 | -3,367 | -1.31% | Q4 2025 | Mar 25, 2026 |
| Rice Partnership, LLC | History | Added to | 182,916 | 26,369 | 3.57% | 1.95% | 17 | +75,670 | 70.56% | Q4 2025 | Feb 10, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | New | 170,954 | 24,644 | 0.28% | — | 18 | +170,954 | New | Q4 2025 | Feb 10, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 160,156 | 23,088 | 0.85% | 0.83% | 19 | +6,470 | 4.21% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 155,503 | 22,417 | 0.0% | — | 20 | +155,503 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 133,410 | 19,232 | 0.03% | 0.03% | 21 | +2,798 | 2.14% | Q4 2025 | Mar 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 126,356 | 18,215 | 0.24% | 0.25% | 22 | -6,270 | -4.73% | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 120,340 | 17,360 | 0.01% | — | 23 | +120,340 | New | Q4 2025 | Feb 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 118,546 | 17,089 | 0.64% | 0.6% | 24 | +305 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 117,618 | 16,955 | 2.14% | — | 25 | +117,618 | New | Q4 2025 | Jan 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 110,455 | 15,923 | 0.21% | 0.14% | 26 | +52,087 | 89.24% | Q4 2025 | Feb 06, 2026 |
| AlTi Global, Inc. | History | No change | 104,450 | 15,057 | 0.32% | 0.31% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 101,651 | 14,654 | 0.71% | 0.44% | 28 | +52,354 | 106.2% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 99,452 | 14,337 | 0.0% | 0.0% | 29 | -7,732 | -7.21% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 96,170 | 13,880 | 0.02% | 0.02% | 30 | -26,547 | -21.63% | Q4 2025 | Feb 17, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | New | 91,848 | 13,240 | 2.93% | — | 31 | +91,848 | New | Q4 2025 | Jan 23, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 86,137 | 12,418 | 3.01% | 2.78% | 32 | +335 | 0.39% | Q4 2025 | Jan 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 80,300 | 11,576 | 0.03% | — | 33 | +80,300 | New | Q4 2025 | Jan 26, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 79,213 | 11,419 | 1.94% | 1.6% | 34 | -1,670 | -2.06% | Q4 2025 | Jan 29, 2026 |
| JBGlobal.com LLC | History | Reduced | 77,939 | 11,235 | 14.14% | 10.51% | 35 | -2,639 | -3.28% | Q4 2025 | Jan 06, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 59,692 | 9,852 | 2.06% | 2.18% | 36 | -1,181 | -1.94% | Q4 2025 | Feb 13, 2026 |
| Ocean Park Asset Management, LLC | History | New | 63,736 | 9,188 | 0.43% | — | 37 | +63,736 | New | Q4 2025 | Jan 15, 2026 |
| BlackRock, Inc. | History | Reduced | 63,625 | 9,172 | 0.0% | 0.0% | 38 | -1,000 | -1.55% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 59,649 | 8,599 | 0.11% | 0.09% | 39 | -1,079 | -1.78% | Q4 2025 | Feb 02, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 58,531 | 8,437 | 1.32% | 1.19% | 40 | +4,503 | 8.33% | Q4 2025 | Feb 10, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 57,151 | 8,238 | 1.73% | 1.32% | 41 | +10,340 | 22.09% | Q4 2025 | Jan 07, 2026 |
| Quadrature Capital Ltd | History | Added to | 56,373 | 8,126 | 0.08% | 0.02% | 42 | +43,160 | 326.65% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 55,531 | 8,005 | 0.01% | 0.0% | 43 | +1,322 | 2.44% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 53,812 | 7,757 | 0.01% | 0.01% | 44 | +3,494 | 6.94% | Q4 2025 | Feb 12, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 51,268 | 7,390 | 2.33% | 1.95% | 45 | -527 | -1.02% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 50,336 | 7,256 | 0.0% | 0.0% | 46 | -38,843 | -43.56% | Q4 2025 | Feb 17, 2026 |
| Sharper & Granite LLC | History | Reduced | 48,609 | 7,007 | 2.47% | 2.29% | 47 | -1,222 | -2.45% | Q4 2025 | Jan 27, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 46,560 | 6,712 | 3.18% | 2.74% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 43,371 | 6,252 | 0.03% | 0.03% | 49 | -2,740 | -5.94% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 43,277 | 6,238 | 0.15% | 0.15% | 50 | -2,792 | -6.06% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 43,087 | 6,211 | 0.02% | 0.02% | 51 | +186 | 0.43% | Q4 2025 | Feb 18, 2026 |
| BANK OF NOVA SCOTIA | History | New | 42,920 | 6,191 | 0.01% | — | 52 | +42,920 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 41,832 | 6,030 | 0.0% | 0.0% | 53 | -89,018 | -68.03% | Q4 2025 | Feb 10, 2026 |
| Berkeley, Inc | History | Added to | 40,413 | 5,825 | 1.85% | 1.32% | 54 | +8,404 | 26.26% | Q4 2025 | Jan 26, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 39,087 | 5,634 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 37,682 | 5,432 | 0.2% | 0.23% | 56 | -1,243 | -3.19% | Q4 2025 | Feb 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 37,055 | 5,341 | 0.03% | — | 57 | +37,055 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 36,759 | 5,299 | 0.01% | 0.01% | 58 | +8,975 | 32.3% | Q4 2025 | Feb 17, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 35,913 | 5,177 | 1.17% | 1.02% | 59 | +635 | 1.8% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 35,585 | 5,129 | 0.0% | 0.01% | 60 | -44,328 | -55.47% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Reduced | 35,483 | 5,115 | 0.09% | 0.08% | 61 | -276 | -0.77% | Q4 2025 | Feb 17, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 35,417 | 5,105 | 0.43% | 0.46% | 62 | -4,960 | -12.28% | Q4 2025 | Feb 09, 2026 |
| Allianz Asset Management GmbH | History | Added to | 34,800 | 5,016 | 0.01% | 0.0% | 63 | +6,900 | 24.73% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,741 | 5,008 | 0.01% | 0.01% | 64 | +2,192 | 6.73% | Q4 2025 | Feb 13, 2026 |
| Avid Wealth Partners LLC | History | Added to | 34,429 | 4,963 | 2.42% | 2.02% | 65 | +2,708 | 8.54% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 33,466 | 4,824 | 0.0% | — | 66 | +33,466 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 32,839 | 4,734 | 0.01% | 0.01% | 67 | -906 | -2.68% | Q4 2025 | Feb 17, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 32,522 | 4,688 | 3.44% | — | 68 | +32,522 | New | Q4 2025 | Jan 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 32,474 | 4,681 | 0.03% | 0.02% | 69 | +810 | 2.56% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Reduced | 31,501 | 4,541 | 0.0% | 0.0% | 70 | -20 | -0.06% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 29,588 | 4,265 | 0.03% | 0.02% | 71 | +6,803 | 29.86% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 29,167 | 4,204 | 0.01% | 0.01% | 72 | -312 | -1.06% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | Added to | 27,223 | 3,892 | 0.0% | 0.0% | 73 | +12,814 | 88.93% | Q4 2025 | Feb 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 25,840 | 3,725 | 0.2% | 0.19% | 74 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 25,523 | 3,679 | 0.41% | — | 75 | +25,523 | New | Q4 2025 | Jan 14, 2026 |
| Summit Financial, LLC | History | Reduced | 25,351 | 3,654 | 0.05% | 0.05% | 76 | -102 | -0.4% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 24,678 | 3,557 | 0.01% | 0.01% | 77 | -151 | -0.61% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,401 | 3,517 | 0.0% | 0.0% | 78 | +5,986 | 32.51% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 61,788 | 3,516 | 0.0% | 0.0% | 79 | +37,671 | 156.2% | Q4 2025 | Mar 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,663 | 3,411 | 0.0% | 0.0% | 80 | +1,622 | 7.36% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 23,222 | 3,347 | 0.01% | 0.0% | 81 | +10,603 | 84.02% | Q4 2025 | Feb 18, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 23,224 | 3,347 | 0.06% | 0.05% | 82 | +5,178 | 28.69% | Q4 2025 | Feb 09, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 22,174 | 3,198 | 0.04% | — | 83 | +22,174 | New | Q4 2025 | Jan 05, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 21,943 | 3,163 | 0.03% | 0.03% | 84 | -27 | -0.12% | Q4 2025 | Feb 03, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 21,735 | 3,133 | 0.64% | 0.59% | 85 | -235 | -1.07% | Q4 2025 | Feb 11, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 21,551 | 3,106 | 0.18% | 0.15% | 86 | -1,113 | -4.91% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 21,400 | 3,085 | 0.0% | 0.0% | 87 | +5,400 | 33.75% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,995 | 3,027 | 0.01% | 0.01% | 88 | +3,575 | 20.52% | Q4 2025 | Feb 05, 2026 |
| S&CO INC | History | No change | 20,000 | 2,883 | 0.18% | 0.16% | 89 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| XY Planning Network, Inc. | History | Reduced | 19,921 | 2,871 | 0.5% | 0.89% | 90 | -2,916 | -12.77% | Q4 2025 | Jan 26, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 19,551 | 2,818 | 0.06% | — | 91 | +19,551 | New | Q4 2025 | Feb 17, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | New | 19,156 | 2,761 | 1.56% | — | 92 | +19,156 | New | Q4 2025 | Feb 17, 2026 |
| Global View Capital Management LLC | History | Reduced | 19,046 | 2,745 | 0.51% | 0.58% | 93 | -2,320 | -10.86% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 18,977 | 2,735 | 0.03% | 0.02% | 94 | -190 | -0.99% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 18,036 | 2,600 | 0.05% | 0.04% | 95 | -17 | -0.09% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 17,884 | 2,578 | 0.01% | 0.02% | 96 | -17,300 | -49.17% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 16,423 | 2,367 | 0.01% | — | 97 | +16,423 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 16,399 | 2,364 | 0.01% | 0.01% | 98 | -237 | -1.42% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,423 | 2,273 | 0.0% | 0.0% | 99 | +3,342 | 27.66% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,196 | 2,190 | 0.01% | 0.02% | 100 | -11,066 | -42.14% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 15,027 | 2,166 | 0.0% | 0.01% | 101 | -12,124 | -44.65% | Q4 2025 | Feb 11, 2026 |
| E&G Advisors, LP | History | Added to | 13,877 | 2,000 | 0.45% | 0.4% | 102 | +426 | 3.17% | Q4 2025 | Jan 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 13,800 | 1,989 | 0.0% | 0.0% | 103 | +6,800 | 97.14% | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | New | 13,554 | 1,953 | 0.07% | — | 104 | +13,554 | New | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | Reduced | 13,453 | 1,939 | 0.01% | 0.01% | 105 | -865 | -6.04% | Q4 2025 | Feb 06, 2026 |
| OneAscent Family Office, LLC | History | Added to | 13,281 | 1,914 | 1.3% | 1.38% | 106 | +33 | 0.25% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 13,189 | 1,901 | 0.0% | 0.0% | 107 | +365 | 2.85% | Q4 2025 | Feb 11, 2026 |
| Next Level Private LLC | History | Reduced | 13,159 | 1,897 | 0.5% | 0.53% | 108 | -607 | -4.41% | Q4 2025 | Jan 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,103 | 1,888 | 0.03% | 0.03% | 109 | +17 | 0.13% | Q4 2025 | Jan 16, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 12,684 | 1,828 | 0.01% | 0.01% | 110 | -1,118 | -8.1% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 12,405 | 1,788 | 0.0% | 0.0% | 111 | +9,805 | 377.12% | Q4 2025 | Feb 12, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 11,713 | 1,688 | 0.55% | 0.55% | 112 | -609 | -4.94% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 11,471 | 1,653 | 0.02% | 0.02% | 113 | -2,104 | -15.5% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,468 | 1,653 | 0.03% | 0.03% | 114 | -548 | -4.56% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 11,436 | 1,646 | 0.0% | 0.0% | 115 | -228 | -1.95% | Q4 2025 | Feb 17, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 11,117 | 1,602 | 0.2% | 0.19% | 116 | +29 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 10,806 | 1,558 | 0.09% | 0.06% | 117 | +3,236 | 42.75% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 10,607 | 1,528 | 0.03% | — | 118 | +10,607 | New | Q4 2025 | Feb 12, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 10,397 | 1,498 | 0.38% | 0.36% | 119 | -604 | -5.49% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,323 | 1,488 | 0.01% | 0.01% | 120 | +3,981 | 62.77% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 10,234 | 1,475 | 0.0% | 0.0% | 121 | +1,296 | 14.5% | Q4 2025 | Feb 13, 2026 |
| NVWM, LLC | History | Reduced | 10,168 | 1,465 | 0.32% | 0.3% | 122 | -113 | -1.1% | Q4 2025 | Jan 20, 2026 |
| Oxinas Partners, LLC | History | Added to | 10,146 | 1,462 | 0.7% | 0.69% | 123 | +98 | 0.98% | Q4 2025 | Jan 26, 2026 |
| Chemistry Wealth Management LLC | History | No change | 9,586 | 1,381 | 0.26% | 0.24% | 124 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Copia Wealth Management | History | Added to | 9,559 | 1,378 | 0.98% | 0.74% | 125 | +1,776 | 22.82% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,437 | 1,360 | 0.01% | 0.01% | 126 | +432 | 4.8% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 9,379 | 1,352 | 0.0% | 0.0% | 127 | +9,115 | 3452.65% | Q4 2025 | Jan 23, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 9,355 | 1,348 | 0.08% | 0.07% | 128 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SCS Capital Management LLC | History | Reduced | 9,280 | 1,337 | 0.01% | 0.02% | 129 | -1,703 | -15.51% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 9,257 | 1,326 | 0.0% | 0.0% | 130 | +2,600 | 39.06% | Q4 2025 | Mar 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 9,105 | 1,312 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Phoenix Financial Ltd. | History | Added to | 8,946 | 1,289 | 0.01% | 0.01% | 132 | +985 | 12.37% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 8,960 | 1,285 | 0.01% | 0.01% | 133 | +564 | 6.72% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Added to | 8,904 | 1,283 | 0.06% | 0.05% | 134 | +3 | 0.03% | Q4 2025 | Feb 17, 2026 |
| London & Capital Asset Management Ltd | History | New | 8,806 | 1,268 | 0.01% | — | 135 | +8,806 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 8,677 | 1,250 | 0.0% | 0.0% | 136 | -817 | -8.61% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,624 | 1,243 | 0.02% | 0.02% | 137 | +2,124 | 32.68% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 8,391 | 1,209 | 0.0% | 0.0% | 138 | -127 | -1.49% | Q4 2025 | Feb 17, 2026 |
| Navis Wealth Advisors, LLC | History | New | 8,385 | 1,208 | 0.51% | — | 139 | +8,385 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 8,251 | 1,189 | 0.0% | 0.0% | 140 | +177 | 2.19% | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 8,240 | 1,187 | 0.13% | 0.11% | 141 | -197 | -2.33% | Q4 2025 | Jan 27, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 8,117 | 1,170 | 0.05% | 0.05% | 142 | +16 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 8,004 | 1,160 | 0.24% | 0.22% | 143 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Allie Family Office LLC | History | New | 8,028 | 1,157 | 0.54% | — | 144 | +8,028 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,000 | 1,153 | 0.0% | 0.0% | 145 | -47,487 | -85.58% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,825 | 1,128 | 0.01% | 0.01% | 146 | +17 | 0.22% | Q4 2025 | Jan 28, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 7,610 | 1,097 | 0.69% | — | 147 | +7,610 | New | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 7,600 | 1,095 | 0.0% | 0.0% | 148 | +2,300 | 43.4% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 7,567 | 1,090 | 0.0% | 0.0% | 149 | +5,310 | 235.27% | Q4 2025 | Feb 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 7,172 | 1,033 | 0.08% | 0.07% | 150 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 6,834 | 985 | 0.6% | 0.56% | 151 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 6,543 | 943 | 0.04% | 0.02% | 152 | +2,429 | 59.04% | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 6,204 | 915 | 0.09% | 0.08% | 153 | +201 | 3.35% | Q4 2025 | Jan 12, 2026 |
| Warner Group LLC | History | New | 6,324 | 911 | 0.56% | — | 154 | +6,324 | New | Q4 2025 | Feb 06, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 6,271 | 903 | 0.33% | 0.3% | 155 | -79 | -1.24% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5,895 | 850 | 0.03% | 0.31% | 158 | -33,279 | -84.95% | Q4 2025 | Feb 13, 2026 |
| Ignite Planners, LLC | History | Added to | 5,569 | 850 | 0.13% | 0.04% | 157 | +3,805 | 215.7% | Q4 2025 | Feb 06, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 5,898 | 850 | 0.21% | 0.17% | 156 | +898 | 17.96% | Q4 2025 | Feb 02, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 5,855 | 844 | 0.24% | 0.22% | 159 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 5,849 | 843 | 0.06% | 0.07% | 160 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 5,818 | 838 | 0.0% | 0.0% | 161 | +1,841 | 46.29% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 5,625 | 810 | 0.02% | — | 162 | +5,625 | New | Q4 2025 | Feb 02, 2026 |
| Maridea Wealth Management LLC | History | Added to | 5,598 | 806 | 0.12% | 0.09% | 163 | +1,133 | 25.38% | Q4 2025 | Jan 08, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 5,578 | 804 | 0.3% | 0.26% | 164 | +245 | 4.59% | Q4 2025 | Feb 04, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 5,544 | 799 | 0.14% | 0.14% | 165 | +14 | 0.25% | Q4 2025 | Mar 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,475 | 789 | 0.01% | 0.0% | 166 | +1,499 | 37.7% | Q4 2025 | Jan 05, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 5,435 | 783 | 0.59% | — | 167 | +5,435 | New | Q4 2025 | Mar 02, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,392 | 777 | 0.0% | 0.0% | 168 | +168 | 3.22% | Q4 2025 | Feb 13, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 5,363 | 773 | 0.06% | 0.06% | 169 | -173 | -3.13% | Q4 2025 | Feb 02, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 5,331 | 768 | 0.06% | 0.03% | 170 | +1,713 | 47.35% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,292 | 762 | 0.04% | 0.04% | 171 | -103 | -1.91% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,275 | 760 | 0.0% | 0.0% | 173 | -9,617 | -64.58% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | New | 5,277 | 760 | 0.0% | — | 172 | +5,277 | New | Q4 2025 | Feb 17, 2026 |
| GFS Advisors, LLC | History | No change | 5,200 | 749 | 0.09% | 0.08% | 174 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,083 | 732 | 0.01% | 0.01% | 175 | +296 | 6.18% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 5,074 | 731 | 0.0% | 0.0% | 176 | +3,491 | 220.53% | Q4 2025 | Feb 17, 2026 |
| FLC Capital Advisors | History | No change | 4,878 | 703 | 0.13% | 0.12% | 177 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| J.M. Arbour, LLC | History | New | 4,807 | 693 | 0.69% | — | 178 | +4,807 | New | Q4 2025 | Jan 26, 2026 |
| Ethos Financial Group, LLC | History | Added to | 4,790 | 690 | 0.05% | 0.03% | 179 | +2,110 | 78.73% | Q4 2025 | Jan 20, 2026 |
| Addison Advisors LLC | History | No change | 4,666 | 672 | 0.15% | 0.14% | 180 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 4,644 | 669 | 0.39% | 0.46% | 182 | -410 | -8.11% | Q4 2025 | Feb 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 4,643 | 669 | 0.16% | 0.15% | 181 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 4,584 | 660 | 0.0% | 0.0% | 183 | +1,253 | 37.62% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Reduced | 4,489 | 647 | 0.01% | 0.01% | 184 | -48 | -1.06% | Q4 2025 | Jan 15, 2026 |
| Prospect Financial Services LLC | History | No change | 4,363 | 628 | 0.36% | 0.32% | 185 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 4,284 | 617 | 0.04% | 0.04% | 186 | -60 | -1.38% | Q4 2025 | Feb 03, 2026 |
| Unison Asset Management LLC | History | No change | 4,200 | 605 | 0.27% | 0.25% | 187 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,175 | 601 | 0.03% | 0.04% | 188 | -1,388 | -24.95% | Q4 2025 | Jan 28, 2026 |
| South Shore Capital Advisors | History | New | 4,160 | 599 | 0.44% | — | 189 | +4,160 | New | Q4 2025 | Jan 21, 2026 |
| Modera Wealth Management, LLC | History | No change | 4,093 | 590 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Maxele Advisors, LLC | History | No change | 4,088 | 589 | 0.48% | 0.45% | 191 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,982 | 574 | 0.0% | 0.0% | 192 | +1,399 | 54.16% | Q4 2025 | Feb 12, 2026 |
| Independent Advisor Alliance | History | Reduced | 3,870 | 557 | 0.01% | 0.01% | 193 | -447 | -10.35% | Q4 2025 | Feb 04, 2026 |
| NCM Capital Management, LLC | History | Reduced | 3,856 | 555 | 0.21% | 0.19% | 194 | -12 | -0.31% | Q4 2025 | Mar 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 3,822 | 551 | 0.0% | 0.0% | 195 | -5,061 | -56.97% | Q4 2025 | Feb 05, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 3,800 | 547 | 0.04% | 0.03% | 196 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Eagle Strategies LLC | History | Reduced | 3,776 | 544 | 0.07% | 0.07% | 197 | -101 | -2.61% | Q4 2025 | Jan 23, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | New | 3,765 | 542 | 0.19% | — | 198 | +3,765 | New | Q4 2025 | Feb 09, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 3,742 | 539 | 0.08% | — | 199 | +3,742 | New | Q4 2025 | Feb 10, 2026 |
| CSS LLC/IL | History | No change | 3,740 | 539 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| K2 Financial Inc. | History | Added to | 3,612 | 535 | 0.41% | 0.36% | 201 | +155 | 4.48% | Q4 2025 | Jan 22, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 3,689 | 531 | 0.02% | 0.02% | 202 | -500 | -11.94% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,589 | 517 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 3,536 | 509 | 0.24% | 0.22% | 204 | +3 | 0.08% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,491 | 503 | 0.0% | — | 206 | +3,491 | New | Q4 2025 | Feb 18, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 3,491 | 503 | 0.02% | 0.01% | 205 | -25 | -0.71% | Q4 2025 | Jan 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,474 | 500 | 0.0% | 0.0% | 208 | -353 | -9.22% | Q4 2025 | Feb 17, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 3,475 | 500 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 3,448 | 497 | 0.07% | 0.07% | 209 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,351 | 483 | 0.01% | 0.01% | 210 | +18 | 0.54% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,167 | 456 | 0.02% | 0.03% | 211 | -1,371 | -30.21% | Q4 2025 | Feb 13, 2026 |
| Janney Capital Management LLC | History | Added to | 3,158 | 455 | 0.03% | 0.02% | 212 | +884 | 38.87% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 3,060 | 441 | 0.02% | 0.02% | 213 | +8 | 0.26% | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,053 | 440 | 0.06% | — | 214 | +3,053 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 3,033 | 437 | 0.01% | 0.01% | 215 | -56 | -1.81% | Q4 2025 | Feb 03, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 3,012 | 434 | 0.3% | 0.32% | 216 | -262 | -8.0% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 2,965 | 427 | 0.01% | 0.01% | 217 | +38 | 1.3% | Q4 2025 | Feb 09, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 2,917 | 420 | 0.19% | 0.2% | 218 | -172 | -5.57% | Q4 2025 | Feb 04, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 2,900 | 418 | 0.31% | 0.27% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 2,780 | 400 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 2,758 | 397 | 0.03% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,744 | 395 | 0.0% | 0.0% | 222 | -765 | -21.8% | Q4 2025 | Jan 26, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 2,707 | 390 | 0.19% | 0.15% | 223 | +270 | 11.08% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,705 | 389 | 0.0% | 0.0% | 224 | -149 | -5.22% | Q4 2025 | Feb 06, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 2,667 | 384 | 0.01% | 0.01% | 225 | +1,150 | 75.81% | Q4 2025 | Feb 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 2,599 | 379 | 0.24% | 0.16% | 226 | +684 | 35.72% | Q4 2025 | Feb 04, 2026 |
| J. Team Financial, Inc. | History | New | 2,624 | 378 | 0.38% | — | 227 | +2,624 | New | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,621 | 377 | 0.03% | 0.09% | 228 | -6,370 | -70.85% | Q4 2025 | Jan 29, 2026 |
| Formidable Asset Management, LLC | History | Added to | 2,945 | 377 | 0.05% | 0.05% | 229 | +196 | 7.13% | Q4 2025 | Jan 16, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 2,500 | 360 | 0.03% | 0.02% | 230 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 2,375 | 342 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bison Wealth, LLC | History | New | 2,228 | 337 | 0.04% | — | 232 | +2,228 | New | Q4 2025 | Mar 24, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 2,331 | 336 | 0.02% | — | 233 | +2,331 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 2,250 | 324 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Welch Group, LLC | History | No change | 2,196 | 316 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Auour Investments LLC | History | Reduced | 2,142 | 308 | 0.1% | 0.09% | 236 | -8 | -0.37% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 2,120 | 305 | 0.0% | — | 237 | +2,120 | New | Q4 2025 | Feb 13, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 1,999 | 288 | 0.26% | 0.25% | 238 | -27 | -1.33% | Q4 2025 | Feb 02, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,975 | 284 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 1,966 | 283 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisor Resource Council | History | New | 1,770 | 271 | 0.1% | — | 241 | +1,770 | New | Q4 2025 | Feb 10, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 1,700 | 245 | 0.2% | — | 243 | +1,700 | New | Q4 2025 | Feb 02, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 1,700 | 245 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 1,692 | 244 | 0.0% | 0.04% | 244 | -17,207 | -91.05% | Q4 2025 | Jan 29, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 1,610 | 232 | 0.12% | 0.12% | 245 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,500 | 231 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Barry Investment Advisors, LLC | History | No change | 1,602 | 230 | 0.05% | 0.05% | 247 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BROWN ADVISORY INC | History | New | 1,579 | 227 | 0.0% | — | 248 | +1,579 | New | Q4 2025 | Feb 13, 2026 |
| OARSMAN CAPITAL, INC. | History | New | 1,550 | 223 | 0.03% | — | 249 | +1,550 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 1,541 | 222 | 0.0% | — | 250 | +1,541 | New | Q4 2025 | Feb 18, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,470 | 211 | 0.0% | — | 252 | +1,470 | New | Q4 2025 | Feb 13, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | New | 1,467 | 211 | 0.03% | — | 251 | +1,467 | New | Q4 2025 | Jan 15, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | New | 1,436 | 207 | 0.13% | — | 254 | +1,436 | New | Q4 2025 | Jan 26, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 1,436 | 207 | 0.08% | 0.09% | 253 | -450 | -23.86% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 1,348 | 206 | 0.01% | 0.16% | 255 | -19,383 | -93.5% | Q4 2025 | Feb 03, 2026 |
| Mission Creek Capital Partners, Inc. | History | New | 1,420 | 204 | 0.04% | — | 256 | +1,420 | New | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,400 | 201 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,383 | 199 | 0.01% | — | 258 | +1,383 | New | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,170 | 168 | 0.01% | 0.01% | 260 | -163 | -12.23% | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,166 | 168 | 0.01% | 0.01% | 259 | +37 | 3.28% | Q4 2025 | Feb 06, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,156 | 166 | 0.03% | 0.03% | 261 | -29 | -2.45% | Q4 2025 | Feb 10, 2026 |
| EFG International AG | History | New | 1,150 | 165 | 0.0% | — | 263 | +1,150 | New | Q4 2025 | Feb 17, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 1,147 | 165 | 0.46% | 0.41% | 262 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOM Asset Management Ltd | History | No change | 1,140 | 164 | 0.05% | 0.04% | 264 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,120 | 161 | 0.0% | 0.0% | 265 | +66 | 6.26% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,095 | 157 | 0.0% | 0.0% | 266 | +18 | 1.67% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,040 | 149 | 0.01% | 0.0% | 267 | -12 | -1.14% | Q4 2025 | Jan 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,025 | 147 | 0.0% | 0.0% | 268 | +25 | 2.5% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 950 | 136 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Added to | 913 | 132 | 0.0% | 0.0% | 270 | +123 | 15.57% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 909 | 130 | 0.0% | 0.0% | 271 | +40 | 4.6% | Q4 2025 | Jan 27, 2026 |
| GeoWealth Management, LLC | History | Reduced | 894 | 128 | 0.0% | 0.02% | 272 | -4,015 | -81.79% | Q4 2025 | Feb 17, 2026 |
| Register Financial Advisors LLC | History | Added to | 855 | 123 | 0.05% | 0.04% | 273 | +2 | 0.23% | Q4 2025 | Jan 21, 2026 |
| Creative Capital Management Investments LLC | History | No change | 825 | 118 | 0.04% | 0.03% | 274 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 738 | 106 | 0.0% | — | 275 | +738 | New | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 737 | 106 | 0.01% | 0.01% | 276 | +2 | 0.27% | Q4 2025 | Feb 20, 2026 |
| Accordant Advisory Group Inc | History | Added to | 731 | 105 | 0.07% | 0.01% | 277 | +600 | 458.02% | Q4 2025 | Jan 22, 2026 |
| TSFG, LLC | History | No change | 710 | 102 | 0.02% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 700 | 100 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Granite FO LLC | History | No change | 700 | 100 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Team Financial Group, LLC | History | No change | 651 | 93 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 640 | 92 | 0.0% | 0.0% | 282 | -316 | -33.05% | Q4 2025 | Feb 09, 2026 |
| Quaker Wealth Management, LLC | History | No change | 610 | 87 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Piscataqua Savings Bank | History | New | 596 | 85 | 0.06% | — | 284 | +596 | New | Q4 2025 | Jan 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 532 | 76 | 0.03% | — | 285 | +532 | New | Q4 2025 | Jan 23, 2026 |
| Morse Asset Management, Inc | History | No change | 500 | 72 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Centerpoint Advisors, LLC | History | No change | 500 | 72 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 500 | 72 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Provident Wealth Management, LLC | History | No change | 500 | 72 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hilltop National Bank | History | Reduced | 460 | 66 | 0.02% | 0.01% | 290 | -6 | -1.29% | Q4 2025 | Jan 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 442 | 63 | 0.0% | 0.0% | 291 | -67 | -13.16% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 434 | 62 | 0.0% | 0.0% | 292 | +28 | 6.9% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 430 | 61 | 0.0% | — | 293 | +430 | New | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 424 | 61 | 0.0% | — | 294 | +424 | New | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | No change | 400 | 57 | 0.04% | 0.03% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 320 | 46 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 306 | 44 | 0.0% | 0.0% | 297 | +110 | 56.12% | Q4 2025 | Jan 20, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 270 | 38 | 0.03% | — | 298 | +270 | New | Q4 2025 | Mar 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 260 | 37 | 0.0% | 0.0% | 299 | +28 | 12.07% | Q4 2025 | Feb 06, 2026 |
| Darwin Wealth Management, LLC | History | No change | 256 | 36 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HOWE & RUSLING INC | History | New | 247 | 35 | 0.0% | — | 301 | +247 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 242 | 35 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | No change | 243 | 35 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 237 | 34 | 0.0% | 0.0% | 304 | -316 | -57.14% | Q4 2025 | Feb 06, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 232 | 33 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | No change | 225 | 32 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | No change | 227 | 32 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 211 | 30 | 0.02% | — | 309 | +211 | New | Q4 2025 | Feb 18, 2026 |
| TRUST CO OF VERMONT | History | No change | 210 | 30 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 200 | 28 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 200 | 28 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | Added to | 187 | 26 | 0.01% | 0.01% | 312 | +1 | 0.54% | Q4 2025 | Jan 29, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 180 | 25 | 0.01% | — | 314 | +180 | New | Q4 2025 | Feb 11, 2026 |
| BigSur Wealth Management LLC | History | No change | 180 | 25 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 154 | 22 | 0.02% | 0.01% | 316 | +63 | 69.23% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 157 | 22 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 147 | 21 | 0.0% | 0.0% | 317 | +85 | 137.1% | Q4 2025 | Jan 30, 2026 |
| CONQUIS FINANCIAL LLC | History | New | 143 | 20 | 0.02% | — | 318 | +143 | New | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 135 | 19 | 0.0% | 0.14% | 319 | -257,072 | -99.95% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 133 | 19 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DecisionPoint Financial, LLC | History | No change | 135 | 19 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | New | 100 | 14 | 0.01% | — | 324 | +100 | New | Q4 2025 | Feb 18, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 95 | 14 | 0.01% | — | 325 | +95 | New | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 98 | 14 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 101 | 14 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | No change | 89 | 12 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bogart Wealth, LLC | History | No change | 85 | 12 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 76 | 10 | 0.0% | 0.0% | 328 | -101 | -57.06% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 68 | 9 | 0.0% | — | 329 | +68 | New | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 58 | 8 | 0.0% | — | 330 | +58 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 51 | 7 | 0.0% | — | 331 | +51 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 49 | 7 | 0.0% | 0.0% | 332 | +25 | 104.17% | Q4 2025 | Feb 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 52 | 7 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 40 | 5 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BIRCHBROOK, INC. | History | No change | 38 | 5 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 30 | 4 | 0.0% | — | 336 | +30 | New | Q4 2025 | Feb 09, 2026 |
| Motiv8 Investments LLC | History | New | 18 | 3 | 0.0% | — | 337 | +18 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 20 | 2 | 0.0% | — | 340 | +20 | New | Q4 2025 | Feb 12, 2026 |
| COUNTRY TRUST BANK | History | New | 19 | 2 | 0.0% | — | 338 | +19 | New | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 14 | 2 | 0.0% | — | 339 | +14 | New | Q4 2025 | Feb 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 9 | 1 | 0.0% | — | 341 | +9 | New | Q4 2025 | Jan 20, 2026 |
| Covestor Ltd | History | No change | 8 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RiverFront Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -144,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.67% | — | -34,307 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -19,152 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 1.69% | — | -18,122 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,583 | -100.0% | Q3 2025 | Nov 10, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,234 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Keel Point, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,538 | -100.0% | Q3 2025 | Dec 16, 2025 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.31% | — | -2,902 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,845 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,845 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,829 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,146 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Nov 17, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -752 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -374 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Oct 24, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 19, 2026 |
| SouthState Bank Corp | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |