ENI SPA - E
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NATIXIS ADVISORS, LLC | History | Added to | 3,279,164 | 124,411 | 0.18% | 0.16% | 1 | +165,454 | 5.31% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 3,019,566 | 114,562 | 0.01% | 0.01% | 2 | +16,671 | 0.56% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,353,911 | 51,367 | 0.01% | 0.01% | 3 | +38,688 | 2.94% | Q4 2025 | Mar 25, 2026 |
| BlackRock, Inc. | History | Added to | 1,160,814 | 44,041 | 0.0% | 0.0% | 4 | +84,385 | 7.84% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 917,461 | 34,808 | 0.0% | 0.0% | 5 | -8,728 | -0.94% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 880,628 | 33,411 | 0.0% | 0.0% | 6 | -3,555 | -0.4% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 721,064 | 27,357 | 0.01% | 0.01% | 7 | +84,173 | 13.22% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 628,662 | 23,851 | 0.0% | 0.0% | 8 | -30,622 | -4.64% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 589,265 | 22,356 | 0.01% | 0.01% | 9 | +44,588 | 8.19% | Q4 2025 | Jan 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 533,888 | 20,255 | 0.01% | 0.01% | 10 | -7,143 | -1.32% | Q4 2025 | Feb 18, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 410,556 | 15,577 | 0.12% | 0.21% | 11 | -325,901 | -44.25% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 401,039 | 15,215 | 0.03% | 0.03% | 12 | +104,363 | 35.18% | Q4 2025 | Feb 17, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 306,408 | 11,962 | 0.08% | 0.04% | 13 | +160,324 | 109.75% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 248,098 | 9,412 | 0.0% | 0.0% | 14 | -24,469 | -8.98% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 235,346 | 8,929 | 0.0% | 0.0% | 15 | +8,082 | 3.56% | Q4 2025 | Jan 29, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 184,863 | 7,013 | 0.03% | 0.03% | 16 | -14,433 | -7.24% | Q4 2025 | Feb 12, 2026 |
| GQG Partners LLC | History | Added to | 175,726 | 6,667 | 0.01% | 0.01% | 17 | +34,426 | 24.36% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 171,326 | 6,500 | 0.04% | 0.02% | 18 | +66,716 | 63.78% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 161,359 | 6,121 | 0.0% | 0.0% | 19 | -28,924 | -15.2% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 155,194 | 5,888 | 0.0% | 0.0% | 20 | +43,009 | 38.34% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 152,608 | 5,789 | 0.0% | 0.0% | 21 | -1,079 | -0.7% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 146,823 | 5,570 | 0.0% | 0.0% | 22 | +23,775 | 19.32% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 139,519 | 5,293 | 0.0% | 0.0% | 23 | -12,968 | -8.5% | Q4 2025 | Feb 10, 2026 |
| GABELLI FUNDS LLC | History | New | 130,000 | 4,932 | 0.03% | — | 24 | +130,000 | New | Q4 2025 | Feb 05, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 128,575 | 4,878 | 0.01% | 0.01% | 25 | -3,788 | -2.86% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 115,808 | 4,393 | 0.0% | 0.0% | 26 | +46,454 | 66.98% | Q4 2025 | Feb 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 112,041 | 4,271 | 0.06% | 0.05% | 27 | -1,801 | -1.58% | Q4 2025 | Feb 03, 2026 |
| Arosa Capital Management LP | History | New | 110,000 | 4,173 | 0.52% | — | 28 | +110,000 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 107,783 | 4,089 | 0.02% | 0.0% | 29 | +100,538 | 1387.69% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 107,406 | 4,075 | 0.0% | 0.0% | 30 | +8,291 | 8.37% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 106,717 | 4,049 | 0.0% | 0.0% | 31 | +13,295 | 14.23% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 100,706 | 3,831 | 0.0% | 0.0% | 32 | -108,600 | -51.89% | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 98,297 | 3,729 | 0.04% | 0.03% | 33 | +18,404 | 23.04% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 92,839 | 3,522 | 0.0% | 0.0% | 34 | +76,171 | 456.99% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 89,519 | 3,396 | 0.0% | 0.0% | 35 | +3,639 | 4.24% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 83,593 | 3,171 | 0.02% | 0.02% | 36 | +4,210 | 5.3% | Q4 2025 | Feb 12, 2026 |
| RD Lewis Holdings, Inc. | History | Added to | 74,982 | 3,115 | 2.66% | 2.52% | 37 | +4,360 | 6.17% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 82,077 | 3,114 | 0.0% | 0.0% | 38 | -6,524 | -7.36% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 80,169 | 3,041 | 0.03% | 0.03% | 39 | -1,745 | -2.13% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 79,179 | 3,004 | 0.06% | 0.06% | 40 | +27,431 | 53.01% | Q4 2025 | Feb 12, 2026 |
| LFG Wealth Partners, LLC | History | New | 78,414 | 2,975 | 1.9% | — | 41 | +78,414 | New | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 77,031 | 2,922 | 0.0% | — | 42 | +77,031 | New | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 74,370 | 2,821 | 0.04% | 0.05% | 43 | -14,459 | -16.28% | Q4 2025 | Feb 03, 2026 |
| MONECO ADVISORS, LLC | History | New | 74,348 | 2,820 | 0.22% | — | 44 | +74,348 | New | Q4 2025 | Feb 04, 2026 |
| 1832 Asset Management L.P. | History | New | 71,900 | 2,727 | 0.0% | — | 45 | +71,900 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 61,906 | 2,348 | 0.0% | 0.0% | 46 | +10,314 | 19.99% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 57,325 | 2,175 | 0.0% | — | 47 | +57,325 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 56,100 | 2,128 | 0.0% | 0.0% | 48 | -17,529 | -23.81% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 91,943 | 2,050 | 0.0% | 0.0% | 49 | +39,057 | 73.85% | Q4 2025 | Mar 09, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 52,540 | 1,993 | 0.03% | 0.04% | 50 | -10,385 | -16.5% | Q4 2025 | Feb 12, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 51,172 | 1,941 | 0.03% | 0.03% | 51 | -1,491 | -2.83% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 47,601 | 1,806 | 0.03% | 0.03% | 52 | -9,094 | -16.04% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 47,312 | 1,795 | 0.0% | 0.0% | 53 | +13,922 | 41.7% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 45,132 | 1,712 | 0.0% | 0.0% | 54 | -9,996 | -18.13% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 44,599 | 1,692 | 0.0% | 0.0% | 55 | +1,127 | 2.59% | Q4 2025 | Jan 30, 2026 |
| Neuberger Berman Group LLC | History | Added to | 42,934 | 1,628 | 0.0% | 0.0% | 56 | +13,698 | 46.85% | Q4 2025 | Feb 13, 2026 |
| Ativo Capital Management LLC | History | Reduced | 42,509 | 1,612 | 1.41% | 1.33% | 57 | -2,704 | -5.98% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 39,306 | 1,491 | 0.0% | 0.0% | 58 | +7,776 | 24.66% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 36,061 | 1,368 | 0.01% | — | 59 | +36,061 | New | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 35,936 | 1,363 | 0.01% | 0.01% | 60 | -2,030 | -5.35% | Q4 2025 | Feb 18, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 35,900 | 1,362 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 35,354 | 1,341 | 0.0% | 0.0% | 62 | +107 | 0.3% | Q4 2025 | Feb 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 33,977 | 1,289 | 0.02% | 0.02% | 63 | +5,078 | 17.57% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 33,351 | 1,265 | 0.01% | 0.01% | 64 | +2,520 | 8.17% | Q4 2025 | Feb 03, 2026 |
| Cerity Partners LLC | History | Added to | 32,101 | 1,217 | 0.0% | 0.0% | 65 | +2,309 | 7.75% | Q4 2025 | Feb 11, 2026 |
| Caprock Group, LLC | History | Added to | 31,644 | 1,200 | 0.03% | 0.02% | 66 | +4,769 | 17.75% | Q4 2025 | Jan 28, 2026 |
| Forum Financial Management, LP | History | No change | 30,556 | 1,159 | 0.02% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brooklyn Investment Group | History | Added to | 30,701 | 1,158 | 0.05% | 0.04% | 68 | +22,564 | 277.3% | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 30,462 | 1,156 | 0.0% | 0.0% | 69 | +4,200 | 15.99% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 29,425 | 1,116 | 0.02% | 0.02% | 70 | +1,075 | 3.79% | Q4 2025 | Jan 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 28,970 | 1,099 | 0.0% | 0.0% | 71 | +9,952 | 52.33% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 28,705 | 1,089 | 0.02% | 0.02% | 72 | +2,202 | 8.31% | Q4 2025 | Feb 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 28,603 | 1,085 | 0.02% | — | 73 | +28,603 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 28,462 | 1,079 | 0.02% | 0.02% | 74 | +787 | 2.84% | Q4 2025 | Jan 20, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 28,181 | 1,077 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tidal Investments LLC | History | Added to | 26,684 | 1,012 | 0.0% | 0.0% | 76 | +1,529 | 6.08% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 26,640 | 1,010 | 0.16% | 0.03% | 77 | +21,400 | 408.4% | Q4 2025 | Jan 21, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 26,362 | 1,000 | 0.01% | 0.01% | 78 | +1,220 | 4.85% | Q4 2025 | Feb 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 26,291 | 997 | 0.01% | 0.01% | 79 | +2,363 | 9.88% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 25,924 | 983 | 0.0% | 0.0% | 80 | -25 | -0.1% | Q4 2025 | Feb 18, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 24,335 | 923 | 0.1% | — | 81 | +24,335 | New | Q4 2025 | Jan 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 24,104 | 914 | 0.03% | 0.03% | 82 | +578 | 2.46% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,577 | 856 | 0.0% | 0.0% | 83 | +3,855 | 20.59% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 21,931 | 832 | 0.02% | 0.03% | 84 | -3,182 | -12.67% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,893 | 830 | 0.0% | 0.0% | 85 | +1,948 | 9.77% | Q4 2025 | Feb 06, 2026 |
| Advisors Preferred, LLC | History | Reduced | 21,112 | 824 | 0.13% | 0.27% | 86 | -31,076 | -59.55% | Q4 2025 | Feb 02, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 21,102 | 800 | 0.31% | 0.29% | 87 | -11 | -0.05% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Added to | 20,894 | 792 | 0.0% | 0.0% | 88 | +5,245 | 33.52% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 20,544 | 779 | 0.19% | 0.18% | 89 | -371 | -1.77% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Wealth | History | Added to | 19,972 | 757 | 0.0% | 0.0% | 90 | +9,961 | 99.5% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,467 | 738 | 0.0% | 0.0% | 91 | +2,498 | 14.72% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,368 | 734 | 0.01% | 0.0% | 92 | +17,843 | 1170.03% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 18,791 | 712 | 0.0% | 0.0% | 93 | +1,958 | 11.63% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 18,389 | 697 | 0.0% | 0.0% | 94 | +1,951 | 11.87% | Q4 2025 | Feb 13, 2026 |
| Purkiss Capital Advisors LLC | History | New | 18,340 | 695 | 0.33% | — | 95 | +18,340 | New | Q4 2025 | Feb 04, 2026 |
| Savant Capital, LLC | History | Added to | 17,938 | 680 | 0.0% | 0.0% | 96 | +1,209 | 7.23% | Q4 2025 | Feb 10, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 17,340 | 657 | 0.03% | 0.04% | 97 | -7,775 | -30.96% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 16,982 | 644 | 0.0% | 0.0% | 98 | -1,908 | -10.1% | Q4 2025 | Feb 12, 2026 |
| Inspire Advisors, LLC | History | Reduced | 16,307 | 618 | 0.06% | 0.06% | 99 | -599 | -3.54% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 15,898 | 603 | 0.02% | 0.01% | 100 | +6,777 | 74.3% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 15,837 | 600 | 0.01% | 0.01% | 101 | -997 | -5.92% | Q4 2025 | Jan 16, 2026 |
| SYON CAPITAL LLC | History | Added to | 15,647 | 593 | 0.03% | 0.03% | 102 | +1,662 | 11.88% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 15,050 | 570 | 0.0% | — | 103 | +15,050 | New | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 14,384 | 545 | 0.01% | — | 104 | +14,384 | New | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | New | 14,315 | 543 | 0.01% | — | 105 | +14,315 | New | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 13,805 | 523 | 0.03% | 0.03% | 106 | -41 | -0.3% | Q4 2025 | Mar 04, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 13,334 | 505 | 0.03% | 0.02% | 107 | +1,941 | 17.04% | Q4 2025 | Jan 21, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 13,133 | 498 | 0.0% | 0.0% | 108 | +8,496 | 183.22% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 12,786 | 485 | 0.0% | — | 109 | +12,786 | New | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | Added to | 12,689 | 481 | 0.0% | 0.0% | 110 | +237 | 1.9% | Q4 2025 | Jan 21, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 6,600 | 477 | 0.11% | 0.03% | 111 | +2,947 | 80.67% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 12,251 | 464 | 0.06% | 0.05% | 112 | +1,341 | 12.29% | Q4 2025 | Jan 08, 2026 |
| New Vernon Capital Holdings II LLC | History | New | 12,197 | 462 | 0.22% | — | 113 | +12,197 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,152 | 461 | 0.0% | — | 114 | +12,152 | New | Q4 2025 | Feb 12, 2026 |
| R Squared Ltd | History | Added to | 12,114 | 459 | 0.21% | 0.12% | 115 | +4,245 | 53.95% | Q4 2025 | Jan 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,882 | 450 | 0.01% | 0.01% | 116 | +263 | 2.26% | Q4 2025 | Feb 03, 2026 |
| SEI INVESTMENTS CO | History | Added to | 11,807 | 447 | 0.0% | 0.0% | 117 | +944 | 8.69% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 11,663 | 442 | 0.0% | 0.0% | 118 | +391 | 3.47% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,245 | 426 | 0.0% | 0.0% | 119 | +1,793 | 18.97% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 11,143 | 424 | 0.01% | 0.01% | 120 | +119 | 1.08% | Q4 2025 | Jan 23, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 11,062 | 419 | 0.03% | 0.02% | 121 | +2,679 | 31.96% | Q4 2025 | Jan 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 10,717 | 419 | 0.0% | 0.0% | 122 | +2,020 | 23.23% | Q4 2025 | Jan 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 11,036 | 418 | 0.0% | 0.0% | 123 | +369 | 3.46% | Q4 2025 | Jan 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 10,858 | 411 | 0.02% | 0.02% | 124 | -112 | -1.02% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,739 | 407 | 0.0% | 0.0% | 125 | +1,133 | 11.79% | Q4 2025 | Jan 29, 2026 |
| Compound Planning, Inc. | History | Added to | 10,667 | 404 | 0.01% | 0.01% | 126 | +724 | 7.28% | Q4 2025 | Feb 19, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 10,161 | 385 | 0.02% | 0.02% | 127 | +671 | 7.07% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,067 | 382 | 0.0% | 0.0% | 128 | +803 | 8.67% | Q4 2025 | Jan 05, 2026 |
| Canal Insurance CO | History | No change | 10,000 | 379 | 0.09% | 0.07% | 129 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | New | 9,875 | 374 | 0.01% | — | 130 | +9,875 | New | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | New | 9,867 | 374 | 0.0% | — | 131 | +9,867 | New | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,223 | 349 | 0.0% | 0.0% | 132 | +101 | 1.11% | Q4 2025 | Feb 17, 2026 |
| Carnegie Investment Counsel | History | Added to | 8,945 | 339 | 0.01% | 0.01% | 133 | +200 | 2.29% | Q4 2025 | Jan 23, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 8,894 | 337 | 0.01% | — | 134 | +8,894 | New | Q4 2025 | Jan 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 8,740 | 331 | 0.0% | 0.0% | 135 | +1,359 | 18.41% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,714 | 330 | 0.0% | 0.0% | 136 | +139 | 1.62% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 8,607 | 326 | 0.0% | 0.01% | 137 | -2,383 | -21.68% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | New | 8,155 | 309 | 0.0% | — | 138 | +8,155 | New | Q4 2025 | Feb 11, 2026 |
| Inspire Investing, LLC | History | Added to | 7,961 | 302 | 0.03% | 0.03% | 139 | +493 | 6.6% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Reduced | 7,950 | 301 | 0.06% | 0.05% | 140 | -350 | -4.22% | Q4 2025 | Jan 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 7,783 | 296 | 0.01% | 0.01% | 141 | +1,634 | 26.57% | Q4 2025 | Feb 13, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 7,800 | 295 | 0.14% | — | 142 | +7,800 | New | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | Added to | 7,717 | 292 | 0.01% | 0.01% | 143 | +1,159 | 17.67% | Q4 2025 | Jan 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,625 | 288 | 0.0% | 0.0% | 144 | -1,541 | -16.81% | Q4 2025 | Jan 08, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 7,553 | 286 | 0.1% | 0.1% | 145 | +34 | 0.45% | Q4 2025 | Feb 06, 2026 |
| Venturi Wealth Management, LLC | History | New | 7,479 | 283 | 0.01% | — | 146 | +7,479 | New | Q4 2025 | Jan 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,481 | 283 | 0.0% | 0.0% | 147 | +971 | 14.92% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Added to | 7,343 | 278 | 0.0% | 0.0% | 148 | +609 | 9.04% | Q4 2025 | Jan 30, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,247 | 274 | 0.0% | — | 149 | +7,247 | New | Q4 2025 | Feb 18, 2026 |
| Abel Hall, LLC | History | New | 7,236 | 274 | 0.06% | — | 150 | +7,236 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,197 | 273 | 0.0% | 0.0% | 151 | +1,161 | 19.23% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 7,191 | 272 | 0.01% | 0.01% | 152 | -75 | -1.03% | Q4 2025 | Feb 06, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 7,069 | 268 | 0.24% | — | 153 | +7,069 | New | Q4 2025 | Mar 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 6,970 | 264 | 0.0% | 0.0% | 154 | -4,403 | -38.71% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,948 | 263 | 0.0% | 0.0% | 155 | +1 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Congress Park Capital LLC | History | No change | 6,600 | 250 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| May Hill Capital, LLC | History | New | 6,468 | 245 | 0.03% | — | 157 | +6,468 | New | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | New | 6,400 | 242 | 0.0% | — | 158 | +6,400 | New | Q4 2025 | Feb 02, 2026 |
| PDS Planning, Inc | History | Added to | 6,359 | 241 | 0.02% | 0.02% | 159 | +12 | 0.19% | Q4 2025 | Jan 26, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 6,349 | 240 | 0.08% | — | 161 | +6,349 | New | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 6,330 | 240 | 0.03% | 0.03% | 160 | +910 | 16.79% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 6,256 | 237 | 0.0% | 0.0% | 162 | +340 | 5.75% | Q4 2025 | Jan 26, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 6,232 | 236 | 0.02% | 0.02% | 163 | +130 | 2.13% | Q4 2025 | Jan 12, 2026 |
| Sivia Capital Partners, LLC | History | New | 6,212 | 235 | 0.05% | — | 164 | +6,212 | New | Q4 2025 | Feb 10, 2026 |
| Trek Financial, LLC | History | Reduced | 6,150 | 233 | 0.01% | 0.25% | 165 | -111,961 | -94.79% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | New | 6,139 | 232 | 0.0% | — | 166 | +6,139 | New | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | New | 6,091 | 231 | 0.01% | — | 167 | +6,091 | New | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 5,991 | 227 | 0.03% | — | 168 | +5,991 | New | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | New | 5,963 | 226 | 0.0% | — | 169 | +5,963 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,936 | 225 | 0.02% | 0.03% | 170 | -3,733 | -38.61% | Q4 2025 | Jan 29, 2026 |
| Ascent Group, LLC | History | New | 5,717 | 216 | 0.01% | — | 171 | +5,717 | New | Q4 2025 | Jan 20, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 5,628 | 213 | 0.04% | — | 172 | +5,628 | New | Q4 2025 | Feb 04, 2026 |
| Plan A Wealth LLC | History | New | 5,582 | 211 | 0.1% | — | 173 | +5,582 | New | Q4 2025 | Feb 06, 2026 |
| Carrera Capital Advisors | History | New | 5,430 | 206 | 0.03% | — | 174 | +5,430 | New | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,766 | 180 | 0.0% | — | 175 | +4,754 | 39616.67% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 4,485 | 170 | 0.0% | 0.0% | 176 | -1,419 | -24.03% | Q4 2025 | Feb 05, 2026 |
| Hilltop National Bank | History | Reduced | 3,928 | 149 | 0.04% | 0.04% | 177 | -357 | -8.33% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,880 | 147 | 0.0% | 0.0% | 178 | -32 | -0.82% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,733 | 141 | 0.0% | — | 179 | +3,733 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 3,726 | 141 | 0.0% | 0.0% | 180 | +907 | 32.17% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 2,820 | 107 | 0.0% | — | 181 | +2,820 | New | Q4 2025 | Jan 09, 2026 |
| Cromwell Holdings LLC | History | No change | 2,795 | 106 | 0.06% | 0.05% | 182 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cape Investment Advisory, Inc. | History | New | 2,500 | 94 | 0.03% | — | 183 | +2,500 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 2,197 | 83 | 0.0% | — | 184 | +2,197 | New | Q4 2025 | Feb 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,871 | 70 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Addison Advisors LLC | History | No change | 1,691 | 64 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,642 | 62 | 0.0% | 0.0% | 187 | +142 | 9.47% | Q4 2025 | Jan 15, 2026 |
| CITIGROUP INC | History | Reduced | 1,561 | 59 | 0.0% | 0.0% | 188 | -751 | -32.48% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,552 | 58 | 0.01% | — | 189 | +1,552 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,452 | 55 | 0.0% | 0.0% | 190 | +65 | 4.69% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,375 | 52 | 0.0% | 0.0% | 191 | +1,048 | 320.49% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,328 | 50 | 0.0% | 0.0% | 192 | -196 | -12.86% | Q4 2025 | Mar 16, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,206 | 45 | 0.01% | 0.0% | 193 | +437 | 56.83% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,010 | 38 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,000 | 37 | 0.0% | 0.0% | 195 | -374 | -27.22% | Q4 2025 | Feb 12, 2026 |
| DV EQUITIES, LLC | History | New | 926 | 35 | 0.01% | — | 197 | +926 | New | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 947 | 35 | 0.0% | 0.0% | 196 | +122 | 14.79% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 717 | 27 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 587 | 23 | 0.0% | 0.0% | 201 | +215 | 57.8% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 623 | 23 | 0.0% | 0.0% | 199 | +73 | 13.27% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 607 | 23 | 0.0% | 0.0% | 202 | +6 | 1.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 632 | 23 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 580 | 22 | 0.0% | 0.0% | 203 | +473 | 442.06% | Q4 2025 | Feb 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 508 | 19 | 0.0% | — | 204 | +508 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 501 | 19 | 0.0% | 0.0% | 205 | +12 | 2.45% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 505 | 19 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Reduced | 463 | 17 | 0.0% | 0.0% | 207 | -104 | -18.34% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Added to | 385 | 14 | 0.0% | 0.0% | 208 | +3 | 0.79% | Q4 2025 | Jan 08, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 355 | 13 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 325 | 12 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | No change | 330 | 12 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 300 | 11 | 0.01% | — | 213 | +300 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 299 | 11 | 0.0% | — | 212 | +299 | New | Q4 2025 | Feb 17, 2026 |
| Aventura Private Wealth, LLC | History | No change | 315 | 11 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Mondrian Investment Partners LTD | History | No change | 271 | 10 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 237 | 9 | 0.0% | 0.0% | 217 | +178 | 301.69% | Q4 2025 | Jan 21, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 258 | 9 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Dunhill Financial, LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bare Financial Services, Inc | History | No change | 250 | 9 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 229 | 8 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD Capital Management LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Ancora Advisors LLC | History | New | 177 | 6 | 0.0% | — | 222 | +177 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 165 | 6 | 0.0% | 0.0% | 223 | -86 | -34.26% | Q4 2025 | Jan 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 144 | 5 | 0.0% | 0.0% | 224 | -126 | -46.67% | Q4 2025 | Feb 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 136 | 5 | 0.0% | — | 226 | +118 | 655.56% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 143 | 5 | 0.0% | 0.0% | 227 | +21 | 17.21% | Q4 2025 | Feb 02, 2026 |
| GW&K Investment Management, LLC | History | No change | 131 | 5 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Benson Wealth Management INC | History | New | 124 | 4 | 0.0% | — | 240 | +124 | New | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 113 | 4 | 0.0% | — | 239 | +113 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | New | 110 | 4 | 0.0% | — | 233 | +110 | New | Q4 2025 | Jan 20, 2026 |
| Smithfield Trust Co | History | New | 104 | 4 | 0.0% | — | 231 | +104 | New | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 120 | 4 | 0.0% | 0.0% | 236 | +42 | 53.85% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 120 | 4 | 0.0% | 0.0% | 232 | -37 | -23.57% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 125 | 4 | 0.0% | 0.0% | 234 | +23 | 22.55% | Q4 2025 | Jan 22, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 115 | 4 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 110 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| UMB Bank, n.a. | History | No change | 111 | 4 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 120 | 4 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 114 | 4 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 100 | 4 | 0.01% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 100 | 3 | 0.0% | 0.0% | 241 | -100 | -50.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 90 | 3 | 0.0% | — | 248 | +90 | New | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | New | 88 | 3 | 0.0% | — | 243 | +88 | New | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 86 | 3 | 0.0% | — | 246 | +86 | New | Q4 2025 | Mar 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 93 | 3 | 0.0% | 0.0% | 245 | +30 | 47.62% | Q4 2025 | Jan 29, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 81 | 3 | 0.0% | 0.0% | 247 | +25 | 44.64% | Q4 2025 | Jan 07, 2026 |
| MOTCO | History | No change | 100 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Crewe Advisors LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Park Place Capital Corp | History | New | 69 | 2 | 0.0% | — | 253 | +69 | New | Q4 2025 | Jan 09, 2026 |
| SJS Investment Consulting Inc. | History | New | 55 | 2 | 0.0% | — | 251 | +55 | New | Q4 2025 | Jan 21, 2026 |
| SouthState Bank Corp | History | No change | 53 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| DecisionPoint Financial, LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LRI Investments, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 39 | 1 | 0.0% | 0.0% | 259 | -3,224 | -98.8% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 52 | 1 | 0.0% | 0.0% | 260 | -118 | -69.41% | Q4 2025 | Feb 18, 2026 |
| Independence Bank of Kentucky | History | New | 50 | 1 | 0.0% | — | 261 | +50 | New | Q4 2025 | Jan 20, 2026 |
| Triumph Capital Management | History | New | 38 | 1 | 0.0% | — | 262 | +38 | New | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 27 | 1 | 0.0% | — | 257 | +27 | New | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 47 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 46 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 43 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Roxbury Financial LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -124,226 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Blue Capital, Inc. | History | Closed out | 0 | 0 | — | 2.08% | — | -80,289 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -57,683 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -57,683 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -36,874 | -100.0% | Q3 2025 | Nov 10, 2025 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.04% | — | -25,063 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,560 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,544 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XY Capital Ltd | History | Closed out | 0 | 0 | — | 0.24% | — | -13,145 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -12,990 | -100.0% | Q3 2025 | Oct 15, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -12,527 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,137 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,137 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,527 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,340 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,108 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Elevated Capital Advisors, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Jan 27, 2026 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 23, 2026 |
| North Star Investment Management Corp. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 30, 2026 |
| Nemes Rush Group LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 12, 2026 |
| Trust Co | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 15, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 15, 2026 |
| American Capital Advisory, LLC | History | Added to | 13 | 0 | — | — | — | +5 | 62.5% | Q4 2025 | Jan 30, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beacon Capital Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Abound Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |