VanEck ETF Trust - EMLC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 15,016,492 | 387,725 | 0.06% | 0.05% | 1 | +1,862,996 | 14.16% | Q4 2025 | Feb 13, 2026 |
| Kiker Wealth Management, LLC | History | Reduced | 9,581 | 247,381 | 8.21% | 2.0% | 2 | -145,834 | -93.84% | Q4 2025 | Jan 30, 2026 |
| SEI INVESTMENTS CO | History | Added to | 9,286,842 | 239,786 | 0.24% | 0.24% | 3 | +397,550 | 4.47% | Q4 2025 | Feb 13, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 6,595,189 | 170,288 | 5.07% | 6.59% | 4 | +656,489 | 11.05% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,419,178 | 114,103 | 1.41% | 1.41% | 5 | +149,841 | 3.51% | Q4 2025 | Jan 26, 2026 |
| Varma Mutual Pension Insurance Co | History | New | 3,100,000 | 80,042 | 0.48% | — | 6 | +3,100,000 | New | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | Reduced | 2,990,701 | 77,219 | 0.0% | 0.0% | 7 | -1,748,370 | -36.89% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,967,737 | 76,626 | 0.02% | 0.01% | 8 | +1,336,040 | 81.88% | Q4 2025 | Feb 10, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 2,776,482 | 71,688 | 3.37% | 2.36% | 9 | +529,935 | 23.59% | Q4 2025 | Jan 15, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 2,705,995 | 69,652 | 0.19% | 0.2% | 10 | -9,900 | -0.36% | Q4 2025 | Jan 27, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,655,068 | 68,553 | 0.05% | 0.08% | 11 | -1,492,313 | -35.98% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 2,641,642 | 68,207 | 0.01% | 0.01% | 12 | +235,229 | 9.78% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 2,546,122 | 65,740 | 0.0% | 0.0% | 13 | -157,999 | -5.84% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,512,545 | 64,873 | 0.0% | 0.0% | 14 | +749,636 | 42.52% | Q4 2025 | Feb 17, 2026 |
| PAYDEN & RYGEL | History | New | 2,435,462 | 62,884 | 4.35% | — | 15 | +2,435,462 | New | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 2,305,208 | 59,520 | 0.0% | 0.0% | 16 | +2,151,040 | 1395.26% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,098,757 | 54,189 | 0.01% | 0.01% | 17 | +130,266 | 6.62% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 1,953,251 | 50,432 | 0.12% | 0.06% | 18 | +911,546 | 87.51% | Q4 2025 | Feb 11, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 1,936,676 | 50,004 | 0.04% | 0.04% | 19 | -9,518 | -0.49% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,489,733 | 38,464 | 0.01% | 0.01% | 20 | +197,165 | 15.25% | Q4 2025 | Feb 12, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 1,353,700 | 34,952 | 16.64% | 19.49% | 21 | -53,600 | -3.81% | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,230,082 | 31,760 | 0.01% | 0.01% | 22 | +2,088 | 0.17% | Q4 2025 | Feb 11, 2026 |
| TORONTO DOMINION BANK | History | Added to | 1,200,000 | 30,984 | 0.05% | 0.02% | 23 | +600,000 | 100.0% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 1,165,105 | 30,083 | 0.02% | 0.02% | 24 | -3,936 | -0.34% | Q4 2025 | Mar 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,146,271 | 29,596 | 0.11% | 0.12% | 25 | -13,256 | -1.14% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,078,317 | 27,842 | 0.62% | 0.64% | 26 | +19,574 | 1.85% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,034,253 | 26,704 | 0.23% | 0.19% | 27 | +93,665 | 9.96% | Q4 2025 | Jan 05, 2026 |
| LPL Financial LLC | History | Added to | 1,026,661 | 26,508 | 0.01% | 0.0% | 28 | +705,578 | 219.75% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,018,869 | 26,307 | 0.0% | — | 29 | +1,018,869 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 890,914 | 22,996 | 0.01% | 0.0% | 30 | +259,302 | 41.05% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 814,487 | 21,030 | 0.01% | 0.0% | 31 | +771,400 | 1790.33% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 794,627 | 20,517 | 1.05% | 1.06% | 32 | -2,663 | -0.33% | Q4 2025 | Jan 27, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 779,278 | 20,120 | 0.0% | 0.0% | 33 | -9,221 | -1.17% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 729,448 | 18,834 | 0.0% | — | 34 | +729,448 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 656,874 | 16,960 | 0.01% | 0.02% | 35 | -814,787 | -55.37% | Q4 2025 | Feb 10, 2026 |
| Insight Wealth Strategies, LLC | History | New | 637,239 | 16,453 | 1.89% | — | 36 | +637,239 | New | Q4 2025 | Jan 02, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 596,008 | 15,388 | 2.82% | 2.87% | 37 | +41,666 | 7.52% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | Added to | 572,025 | 14,769 | 0.03% | 0.02% | 38 | +242,979 | 73.84% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 546,209 | 14,102 | 0.01% | 0.02% | 39 | -308,882 | -36.12% | Q4 2025 | Feb 17, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 527,748 | 13,626 | 2.7% | 2.72% | 40 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Madison Asset Management, LLC | History | New | 511,961 | 13,218 | 0.15% | — | 41 | +511,961 | New | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 508,651 | 13,133 | 0.01% | 0.0% | 42 | +370,102 | 267.13% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 478,577 | 12,356 | 0.03% | 0.01% | 43 | +393,352 | 461.55% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 475,295 | 12,272 | 0.04% | 0.05% | 44 | +5,996 | 1.28% | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 449,976 | 11,618 | 0.08% | 0.09% | 45 | +21,450 | 5.01% | Q4 2025 | Feb 18, 2026 |
| CENTRAL TRUST Co | History | Added to | 422,630 | 10,912 | 0.21% | 0.2% | 46 | +39,380 | 10.28% | Q4 2025 | Feb 02, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 411,029 | 10,612 | 0.08% | 0.07% | 47 | +40,819 | 11.03% | Q4 2025 | Feb 17, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 403,431 | 10,469 | 2.47% | 2.47% | 48 | +26,374 | 6.99% | Q4 2025 | Jan 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 402,437 | 10,390 | 0.14% | — | 49 | +402,437 | New | Q4 2025 | Feb 06, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 388,213 | 10,023 | 0.01% | — | 50 | +388,213 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 383,634 | 9,906 | 0.01% | 0.01% | 51 | +17,829 | 4.87% | Q4 2025 | Feb 17, 2026 |
| Calamos Advisors LLC | History | New | 383,000 | 9,889 | 0.04% | — | 52 | +383,000 | New | Q4 2025 | Jan 29, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 381,457 | 9,849 | 0.91% | 0.85% | 53 | +48,184 | 14.46% | Q4 2025 | Jan 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 373,488 | 9,643 | 0.01% | — | 54 | +373,488 | New | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 346,403 | 8,944 | 0.02% | 0.01% | 55 | +186,112 | 116.11% | Q4 2025 | Feb 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 336,869 | 8,697 | 0.9% | 0.88% | 56 | +9,267 | 2.83% | Q4 2025 | Feb 12, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 323,432 | 8,351 | 2.59% | 2.39% | 57 | +23,905 | 7.98% | Q4 2025 | Jan 15, 2026 |
| VPR Management LLC | History | No change | 316,200 | 8,164 | 3.64% | 3.67% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 296,407 | 7,653 | 0.57% | 0.03% | 59 | +279,680 | 1672.03% | Q4 2025 | Jan 20, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 272,547 | 7,037 | 4.68% | 4.59% | 60 | +14,632 | 5.67% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 259,345 | 6,696 | 0.01% | 0.0% | 61 | +189,406 | 270.82% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 247,237 | 6,383 | 0.01% | 0.01% | 62 | +321 | 0.13% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 243,373 | 6,283 | 0.09% | 0.08% | 63 | -144 | -0.06% | Q4 2025 | Feb 02, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 237,208 | 6,124 | 0.36% | 0.36% | 64 | +2,857 | 1.22% | Q4 2025 | Feb 17, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 229,126 | 5,916 | 1.01% | 0.88% | 65 | +4,938 | 2.2% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 224,666 | 5,800 | 0.02% | 0.0% | 66 | +190,151 | 550.92% | Q4 2025 | Feb 06, 2026 |
| Waterloo Capital, L.P. | History | Added to | 218,905 | 5,652 | 0.41% | 0.21% | 67 | +110,237 | 101.44% | Q4 2025 | Feb 10, 2026 |
| Avos Capital Management, LLC | History | Added to | 216,617 | 5,593 | 2.44% | 2.56% | 68 | +1,944 | 0.91% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 214,054 | 5,526 | 0.08% | 0.08% | 69 | +14,967 | 7.52% | Q4 2025 | Jan 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 206,163 | 5,323 | 0.01% | 0.01% | 70 | -13,150 | -6.0% | Q4 2025 | Feb 02, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 196,973 | 5,085 | 1.79% | 1.91% | 71 | +11,406 | 6.15% | Q4 2025 | Feb 09, 2026 |
| rebel Financial LLC | History | New | 183,684 | 4,742 | 2.03% | — | 72 | +183,684 | New | Q4 2025 | Mar 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 182,401 | 4,709 | 0.03% | 0.03% | 73 | -7,476 | -3.94% | Q4 2025 | Feb 12, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 174,826 | 4,514 | 2.36% | 1.13% | 74 | +92,078 | 111.28% | Q4 2025 | Jan 07, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 162,253 | 4,189 | 2.55% | 2.51% | 75 | +5,263 | 3.35% | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Added to | 161,016 | 4,157 | 0.02% | 0.01% | 76 | +24,676 | 18.1% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 159,395 | 4,116 | 0.01% | 0.01% | 77 | +17,872 | 12.63% | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | Reduced | 158,709 | 4,097 | 0.07% | 0.15% | 78 | -441,358 | -73.55% | Q4 2025 | Feb 18, 2026 |
| NKCFO LLC | History | No change | 153,100 | 3,953 | 1.14% | 1.18% | 79 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 151,322 | 3,907 | 0.0% | 0.0% | 80 | -532,466 | -77.87% | Q4 2025 | Feb 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 147,351 | 3,804 | 0.18% | — | 81 | +147,351 | New | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 143,483 | 3,704 | 0.0% | 0.0% | 82 | +116,098 | 423.95% | Q4 2025 | Feb 10, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 142,459 | 3,678 | 0.02% | 0.02% | 83 | +2,972 | 2.13% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 141,042 | 3,641 | 0.03% | 0.03% | 84 | +3,774 | 2.75% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 134,007 | 3,460 | 0.01% | 0.01% | 85 | +59,268 | 79.3% | Q4 2025 | Feb 05, 2026 |
| Crabel Capital Management, LLC | History | Added to | 132,377 | 3,417 | 2.58% | 2.26% | 86 | +33,410 | 33.76% | Q4 2025 | Feb 17, 2026 |
| Kelly Financial Services LLC | History | New | 129,435 | 3,342 | 0.84% | — | 87 | +129,435 | New | Q4 2025 | Jan 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 120,833 | 3,139 | 0.0% | 0.0% | 88 | +2,886 | 2.45% | Q4 2025 | Jan 08, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 117,100 | 3,023 | 1.31% | 1.42% | 89 | +15,956 | 15.78% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 113,152 | 2,921 | 0.0% | 0.0% | 90 | +35,399 | 45.53% | Q4 2025 | Feb 13, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 108,931 | 2,803 | 0.15% | — | 91 | +108,931 | New | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 104,882 | 2,708 | 0.02% | 0.01% | 92 | +62,435 | 147.09% | Q4 2025 | Jan 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 102,169 | 2,638 | 0.05% | 0.04% | 93 | +36,973 | 56.71% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 102,115 | 2,636 | 0.0% | 0.0% | 94 | +8,017 | 8.52% | Q4 2025 | Mar 25, 2026 |
| RHS Financial, LLC | History | Added to | 99,288 | 2,563 | 1.25% | 1.27% | 95 | +3,350 | 3.49% | Q4 2025 | Jan 16, 2026 |
| Ackerman Capital Advisors, LLC | History | New | 96,696 | 2,496 | 0.5% | — | 96 | +96,696 | New | Q4 2025 | Feb 11, 2026 |
| WealthPlan Investment Management, LLC | History | New | 90,924 | 2,347 | 0.15% | — | 97 | +90,924 | New | Q4 2025 | Feb 05, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 85,852 | 2,216 | 0.38% | 0.38% | 98 | +25 | 0.03% | Q4 2025 | Jan 21, 2026 |
| Veery Capital, LLC | History | Added to | 84,620 | 2,184 | 0.67% | 0.67% | 99 | +946 | 1.13% | Q4 2025 | Jan 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 84,478 | 2,181 | 0.01% | 0.01% | 100 | +6,478 | 8.31% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 82,329 | 2,125 | 0.0% | 0.0% | 101 | +4,942 | 6.39% | Q4 2025 | Feb 18, 2026 |
| Keebeck Wealth Management | History | No change | 81,675 | 2,108 | 0.24% | 0.25% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockport Wealth LLC | History | Added to | 78,884 | 2,036 | 0.4% | 0.39% | 103 | +3,307 | 4.38% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Added to | 75,080 | 1,938 | 0.0% | 0.0% | 104 | +63,549 | 551.11% | Q4 2025 | Feb 13, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 74,969 | 1,935 | 1.28% | 1.23% | 105 | +3,082 | 4.29% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | New | 73,725 | 1,911 | 0.06% | — | 106 | +73,725 | New | Q4 2025 | Jan 23, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 71,177 | 1,837 | 0.03% | 0.03% | 107 | -3,447 | -4.62% | Q4 2025 | Feb 17, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 67,468 | 1,742 | 0.69% | 0.68% | 108 | +1,766 | 2.69% | Q4 2025 | Jan 28, 2026 |
| K2 Financial Inc. | History | Added to | 66,901 | 1,730 | 1.34% | 1.34% | 109 | +1,265 | 1.93% | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 65,736 | 1,697 | 0.0% | 0.0% | 110 | +12,384 | 23.21% | Q4 2025 | Feb 17, 2026 |
| JB Capital LLC | History | New | 65,094 | 1,680 | 0.07% | — | 111 | +65,094 | New | Q4 2025 | Jan 20, 2026 |
| Summit Financial, LLC | History | Reduced | 62,284 | 1,608 | 0.02% | 0.02% | 112 | -455 | -0.73% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 60,502 | 1,562 | 0.01% | 0.01% | 113 | +7,532 | 14.22% | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | Added to | 60,025 | 1,549 | 0.26% | 0.07% | 114 | +43,532 | 263.94% | Q4 2025 | Jan 16, 2026 |
| Proficio Capital Partners LLC | History | New | 59,245 | 1,529 | 0.11% | — | 115 | +59,245 | New | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 59,046 | 1,524 | 0.03% | 0.05% | 116 | +6,300 | 11.94% | Q4 2025 | Feb 05, 2026 |
| Chesley Taft & Associates LLC | History | New | 56,900 | 1,469 | 0.06% | — | 117 | +56,900 | New | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 55,144 | 1,423 | 0.0% | 0.0% | 118 | -9,302 | -14.43% | Q4 2025 | Mar 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 55,051 | 1,421 | 0.0% | — | 119 | +55,051 | New | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Reduced | 53,793 | 1,387 | 0.01% | 0.01% | 120 | -1,723 | -3.1% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | New | 53,549 | 1,382 | 0.03% | — | 121 | +53,549 | New | Q4 2025 | Feb 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 51,142 | 1,320 | 0.72% | 0.69% | 122 | -317 | -0.62% | Q4 2025 | Jan 28, 2026 |
| Triad Wealth Partners, LLC | History | New | 50,401 | 1,301 | 0.12% | — | 124 | +50,401 | New | Q4 2025 | Jan 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 50,393 | 1,301 | 0.08% | — | 123 | +50,393 | New | Q4 2025 | Jan 20, 2026 |
| Ellevest, Inc. | History | Added to | 49,348 | 1,274 | 0.18% | 0.16% | 125 | +4,140 | 9.16% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Reduced | 48,709 | 1,258 | 0.0% | 0.0% | 126 | -4,467 | -8.4% | Q4 2025 | Feb 12, 2026 |
| Whalen Wealth Management Inc. | History | New | 47,015 | 1,213 | 0.65% | — | 127 | +47,015 | New | Q4 2025 | Jan 20, 2026 |
| Columbus Macro, LLC | History | Added to | 42,172 | 1,088 | 0.12% | 0.09% | 128 | +12,823 | 43.69% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 41,119 | 1,061 | 0.0% | 0.0% | 129 | +31,512 | 328.01% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 40,638 | 1,054 | 0.05% | — | 130 | +40,638 | New | Q4 2025 | Feb 03, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 40,456 | 1,044 | 0.02% | 0.02% | 131 | +1,232 | 3.14% | Q4 2025 | Jan 16, 2026 |
| Csenge Advisory Group | History | Added to | 38,812 | 1,002 | 0.05% | 0.04% | 132 | +3,674 | 10.46% | Q4 2025 | Feb 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | New | 38,223 | 986 | 0.11% | — | 133 | +38,223 | New | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 36,967 | 954 | 0.01% | 0.02% | 134 | +705 | 1.94% | Q4 2025 | Feb 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 36,915 | 953 | 0.04% | — | 135 | +36,915 | New | Q4 2025 | Jan 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 36,155 | 933 | 0.03% | 0.03% | 136 | +522 | 1.46% | Q4 2025 | Jan 30, 2026 |
| Indivisible Partners | History | New | 36,083 | 931 | 0.1% | — | 137 | +36,083 | New | Q4 2025 | Feb 03, 2026 |
| Wealthfront Advisers LLC | History | Added to | 34,219 | 883 | 0.0% | 0.0% | 138 | +17,418 | 103.67% | Q4 2025 | Jan 30, 2026 |
| ShoreHaven Wealth Partners, LLC | History | New | 32,580 | 841 | 0.3% | — | 139 | +32,580 | New | Q4 2025 | Feb 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 31,499 | 813 | 0.02% | 0.02% | 140 | -394 | -1.24% | Q4 2025 | Feb 18, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 30,984 | 800 | 0.03% | 0.04% | 141 | -9,319 | -23.12% | Q4 2025 | Jan 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 30,582 | 789 | 0.13% | — | 142 | +30,582 | New | Q4 2025 | Feb 12, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 30,027 | 775 | 0.53% | 0.54% | 143 | +7 | 0.02% | Q4 2025 | Jan 22, 2026 |
| Patrick Mauro Investment Advisor, INC. | History | Added to | 29,610 | 764 | 0.4% | 0.14% | 144 | +19,043 | 180.21% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 28,398 | 733 | 0.1% | — | 145 | +28,398 | New | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | No change | 28,200 | 728 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 27,787 | 717 | 0.01% | 0.0% | 147 | +26,265 | 1725.69% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | New | 27,393 | 707 | 0.0% | — | 148 | +27,393 | New | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 27,224 | 702 | 0.03% | 0.0% | 149 | +25,865 | 1903.24% | Q4 2025 | Feb 04, 2026 |
| Centurion Wealth Management LLC | History | Added to | 27,000 | 697 | 0.15% | 0.14% | 150 | +2,750 | 11.34% | Q4 2025 | Jan 14, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 26,046 | 672 | 0.0% | — | 151 | +26,046 | New | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 25,984 | 670 | 0.02% | 0.02% | 152 | +466 | 1.83% | Q4 2025 | Feb 17, 2026 |
| Matisse Capital | History | No change | 24,900 | 642 | 0.29% | 0.29% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 23,349 | 602 | 0.1% | — | 154 | +23,349 | New | Q4 2025 | Jan 26, 2026 |
| Lifetime Wealth Management P.C. | History | New | 23,340 | 602 | 0.38% | — | 155 | +23,340 | New | Q4 2025 | Mar 25, 2026 |
| SVB WEALTH LLC | History | Reduced | 23,120 | 596 | 0.04% | 0.03% | 156 | -596 | -2.51% | Q4 2025 | Feb 04, 2026 |
| Diversified Enterprises, LLC | History | Added to | 22,644 | 584 | 0.03% | 0.03% | 157 | +7,755 | 52.09% | Q4 2025 | Jan 28, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 22,092 | 570 | 0.0% | — | 158 | +22,092 | New | Q4 2025 | Feb 03, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 21,994 | 567 | 0.24% | 0.15% | 159 | +9,102 | 70.6% | Q4 2025 | Jan 23, 2026 |
| Stewardship Advisors, LLC | History | Added to | 21,924 | 566 | 0.13% | 0.13% | 160 | +1,046 | 5.01% | Q4 2025 | Jan 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 21,886 | 565 | 0.01% | 0.01% | 161 | -539 | -2.4% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | No change | 21,835 | 563 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,626 | 558 | 0.0% | 0.0% | 163 | +6,295 | 41.06% | Q4 2025 | Feb 17, 2026 |
| Invst, LLC | History | New | 21,137 | 545 | 0.06% | — | 164 | +21,137 | New | Q4 2025 | Feb 11, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 20,869 | 538 | 0.01% | 0.01% | 165 | -7,788 | -27.18% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 20,812 | 537 | 0.0% | 0.0% | 166 | +59 | 0.28% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 20,201 | 521 | 0.0% | 0.0% | 167 | +10,542 | 109.14% | Q4 2025 | Jan 29, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 19,542 | 504 | 0.33% | — | 168 | +19,542 | New | Q4 2025 | Apr 02, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 19,027 | 491 | 0.01% | 0.01% | 169 | -5,605 | -22.75% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 18,974 | 490 | 0.02% | — | 170 | +18,974 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 18,174 | 469 | 0.0% | — | 171 | +18,174 | New | Q4 2025 | Feb 05, 2026 |
| Penn Mutual Asset Management | History | No change | 18,000 | 464 | 0.28% | 0.89% | 172 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| United Advisor Group, LLC | History | Added to | 17,554 | 453 | 0.06% | 0.06% | 173 | +467 | 2.73% | Q4 2025 | Jan 26, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 17,543 | 452 | 0.12% | 0.12% | 174 | +64 | 0.37% | Q4 2025 | Jan 27, 2026 |
| NorthRock Partners, LLC | History | New | 17,155 | 442 | 0.01% | — | 175 | +17,155 | New | Q4 2025 | Feb 17, 2026 |
| Net Worth Advisory Group | History | Added to | 17,034 | 439 | 0.09% | 0.12% | 176 | +906 | 5.62% | Q4 2025 | Jan 14, 2026 |
| ARWA LLC | History | New | 16,814 | 434 | 0.25% | — | 177 | +16,814 | New | Q4 2025 | Feb 27, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 16,646 | 429 | 0.02% | 0.06% | 179 | -36,407 | -68.62% | Q4 2025 | Feb 17, 2026 |
| Topor & Co. Korea | History | New | 16,625 | 429 | 0.32% | — | 180 | +16,625 | New | Q4 2025 | Feb 26, 2026 |
| Creative Planning | History | Reduced | 16,623 | 429 | 0.0% | 0.0% | 178 | -3,404 | -17.0% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | No change | 16,400 | 423 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 16,269 | 420 | 0.05% | 0.05% | 182 | -1,456 | -8.21% | Q4 2025 | Feb 18, 2026 |
| Invariant Investment Management | History | New | 16,062 | 415 | 0.27% | — | 183 | +16,062 | New | Q4 2025 | Jan 26, 2026 |
| BEACON FINANCIAL GROUP | History | New | 16,055 | 414 | 0.04% | — | 184 | +16,055 | New | Q4 2025 | Apr 01, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | New | 15,566 | 401 | 0.04% | — | 185 | +15,566 | New | Q4 2025 | Jan 08, 2026 |
| Keystone Wealth Services, LLC | History | New | 15,436 | 398 | 0.08% | — | 186 | +15,436 | New | Q4 2025 | Jan 26, 2026 |
| Apeiron RIA LLC | History | Reduced | 15,376 | 397 | 0.08% | 0.1% | 187 | -2,438 | -13.69% | Q4 2025 | Feb 03, 2026 |
| IFG Advisory, LLC | History | Added to | 15,150 | 391 | 0.02% | 0.02% | 188 | +373 | 2.52% | Q4 2025 | Feb 10, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 15,050 | 388 | 0.03% | 0.03% | 189 | -750 | -4.75% | Q4 2025 | Feb 10, 2026 |
| Brucke Financial, Inc. | History | New | 14,781 | 381 | 0.21% | — | 190 | +14,781 | New | Q4 2025 | Jan 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 14,305 | 369 | 0.05% | 0.03% | 191 | +6,050 | 73.29% | Q4 2025 | Jan 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 14,230 | 367 | 0.25% | — | 193 | +14,230 | New | Q4 2025 | Jan 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 14,249 | 367 | 0.0% | 0.0% | 192 | +109 | 0.77% | Q4 2025 | Jan 20, 2026 |
| Rossby Financial, LCC | History | Reduced | 13,824 | 356 | 0.11% | 0.12% | 194 | -188 | -1.34% | Q4 2025 | Feb 12, 2026 |
| Signet Private Wealth LLC | History | New | 13,359 | 344 | 0.33% | — | 195 | +13,359 | New | Q4 2025 | Feb 11, 2026 |
| Icon Wealth Advisors, LLC | History | New | 13,113 | 338 | 0.02% | — | 196 | +13,113 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 12,824 | 331 | 0.0% | 0.0% | 197 | -9 | -0.07% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | New | 12,347 | 318 | 0.0% | — | 199 | +12,347 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 12,334 | 318 | 0.0% | 0.0% | 198 | +854 | 7.44% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 12,171 | 314 | 0.04% | — | 202 | +12,171 | New | Q4 2025 | Feb 09, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 12,184 | 314 | 0.05% | 0.06% | 200 | -2,445 | -16.71% | Q4 2025 | Feb 10, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 12,175 | 314 | 0.2% | 0.18% | 201 | +655 | 5.69% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 11,958 | 308 | 0.01% | — | 203 | +11,958 | New | Q4 2025 | Feb 13, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 11,560 | 298 | 0.3% | 0.33% | 204 | -1,666 | -12.6% | Q4 2025 | Jan 26, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 11,400 | 294 | 0.2% | 0.25% | 205 | +116 | 1.03% | Q4 2025 | Jan 26, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 11,221 | 289 | 0.16% | — | 207 | +11,221 | New | Q4 2025 | Jan 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,204 | 289 | 0.0% | 0.0% | 206 | +1,105 | 10.94% | Q4 2025 | Jan 29, 2026 |
| World Investment Advisors | History | New | 11,126 | 287 | 0.0% | — | 208 | +11,126 | New | Q4 2025 | Mar 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11,122 | 287 | 0.01% | 0.01% | 209 | +2,717 | 32.33% | Q4 2025 | Feb 03, 2026 |
| Keystone Financial Group | History | New | 11,058 | 285 | 0.02% | — | 210 | +11,058 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,871 | 280 | 0.0% | 0.0% | 211 | +10,562 | 3418.12% | Q4 2025 | Jan 23, 2026 |
| Avantra Family Wealth, Inc. | History | New | 10,804 | 278 | 0.2% | — | 213 | +10,804 | New | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,773 | 278 | 0.0% | 0.0% | 212 | +239 | 2.27% | Q4 2025 | Jan 29, 2026 |
| Cooper Financial Group | History | New | 10,739 | 277 | 0.03% | — | 214 | +10,739 | New | Q4 2025 | Jan 08, 2026 |
| Apella Capital, LLC | History | Added to | 10,438 | 269 | 0.01% | 0.01% | 215 | +1,384 | 15.29% | Q4 2025 | Jan 21, 2026 |
| MGO ONE SEVEN LLC | History | New | 10,341 | 267 | 0.01% | — | 216 | +10,341 | New | Q4 2025 | Feb 03, 2026 |
| Invesco Ltd. | History | Reduced | 10,301 | 265 | 0.0% | 0.0% | 217 | -509 | -4.71% | Q4 2025 | Feb 19, 2026 |
| IEQ CAPITAL, LLC | History | New | 9,935 | 256 | 0.0% | — | 218 | +9,935 | New | Q4 2025 | Feb 13, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 9,750 | 251 | 0.09% | 0.1% | 219 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DRAVO BAY LLC | History | Reduced | 9,535 | 246 | 0.1% | 0.12% | 220 | -840 | -8.1% | Q4 2025 | Jan 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 9,496 | 245 | 0.0% | 0.0% | 221 | +1,414 | 17.5% | Q4 2025 | Feb 19, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 9,444 | 243 | 0.02% | 0.04% | 222 | -5,253 | -35.74% | Q4 2025 | Jan 26, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 9,407 | 242 | 0.1% | 0.08% | 223 | -1,724 | -15.49% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | New | 9,260 | 239 | 0.0% | — | 224 | +9,260 | New | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | New | 9,199 | 237 | 0.0% | — | 225 | +9,199 | New | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Reduced | 9,010 | 232 | 0.0% | 0.0% | 226 | -5,477 | -37.81% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | New | 8,843 | 228 | 0.01% | — | 227 | +8,843 | New | Q4 2025 | Feb 17, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 8,620 | 222 | 0.03% | 0.03% | 228 | +362 | 4.38% | Q4 2025 | Jan 28, 2026 |
| BCS Wealth Management | History | New | 8,440 | 217 | 0.02% | — | 229 | +8,440 | New | Q4 2025 | Jan 26, 2026 |
| WealthPLAN Partners, LLC | History | New | 8,399 | 216 | 0.03% | — | 230 | +8,399 | New | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 8,207 | 211 | 0.02% | — | 231 | +8,207 | New | Q4 2025 | Feb 13, 2026 |
| Phraction Management LLC | History | No change | 8,177 | 211 | 0.06% | 0.06% | 232 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GeoWealth Management, LLC | History | New | 8,164 | 210 | 0.01% | — | 233 | +8,164 | New | Q4 2025 | Feb 17, 2026 |
| High Falls Advisors, Inc | History | New | 7,879 | 203 | 0.04% | — | 234 | +7,879 | New | Q4 2025 | Feb 18, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,838 | 202 | 0.0% | 0.0% | 235 | +5,039 | 180.03% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | Added to | 6,486 | 167 | 0.12% | 0.13% | 236 | +61 | 0.95% | Q4 2025 | Jan 28, 2026 |
| Solstein Capital, LLC | History | No change | 5,907 | 152 | 0.06% | 0.03% | 237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 5,284 | 136 | 0.0% | 0.0% | 238 | -1 | -0.02% | Q4 2025 | Jan 22, 2026 |
| FSA Advisors, Inc. | History | New | 127,520 | 132 | 0.09% | — | 239 | +127,520 | New | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Added to | 4,625 | 119 | 0.0% | 0.0% | 240 | +1,335 | 40.58% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,596 | 118 | 0.0% | 0.0% | 241 | +3,582 | 353.25% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,563 | 117 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Added to | 3,655 | 94 | 0.0% | 0.0% | 243 | +194 | 5.61% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,563 | 91 | 0.01% | — | 244 | +3,563 | New | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 3,393 | 87 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,316 | 85 | 0.01% | 0.01% | 246 | -157 | -4.52% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,051 | 78 | 0.0% | 0.0% | 247 | +64 | 2.14% | Q4 2025 | Jan 13, 2026 |
| SouthState Bank Corp | History | New | 2,763 | 71 | 0.0% | — | 248 | +2,763 | New | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | Added to | 2,539 | 65 | 0.03% | 0.03% | 249 | +33 | 1.32% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 2,441 | 63 | 0.0% | 0.0% | 250 | +415 | 20.48% | Q4 2025 | Feb 13, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 2,317 | 59 | 0.02% | 0.02% | 251 | -152 | -6.16% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,232 | 57 | 0.0% | 0.0% | 252 | +1,294 | 137.95% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,164 | 55 | 0.0% | 0.0% | 253 | -673 | -23.72% | Q4 2025 | Feb 10, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 2,030 | 52 | 0.05% | — | 254 | +2,030 | New | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 1,859 | 48 | 0.0% | 0.0% | 255 | +29 | 1.58% | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,558 | 40 | 0.01% | 0.04% | 256 | +58 | 3.87% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | No change | 1,259 | 32 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 1,225 | 31 | 0.0% | — | 259 | +1,225 | New | Q4 2025 | Feb 17, 2026 |
| Elequin Capital, LP | History | No change | 1,202 | 31 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arlington Trust Co LLC | History | No change | 1,000 | 25 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Garner Asset Management Corp | History | New | 900 | 23 | 0.01% | — | 261 | +900 | New | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 810 | 20 | 0.0% | 0.0% | 262 | -6 | -0.74% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | No change | 709 | 18 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 686 | 17 | 0.01% | — | 264 | +686 | New | Q4 2025 | Feb 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 597 | 15 | 0.0% | — | 266 | +597 | New | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 611 | 15 | 0.0% | 0.0% | 265 | +548 | 869.84% | Q4 2025 | Jan 26, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 616 | 15 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WealthCollab, LLC | History | New | 529 | 13 | 0.01% | — | 270 | +529 | New | Q4 2025 | Jan 27, 2026 |
| Ancora Advisors LLC | History | New | 515 | 13 | 0.0% | — | 269 | +515 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 506 | 13 | 0.0% | 0.0% | 268 | +10 | 2.02% | Q4 2025 | Jan 29, 2026 |
| Olistico Wealth, LLC | History | New | 502 | 12 | 0.01% | — | 271 | +502 | New | Q4 2025 | Jan 13, 2026 |
| LGT Financial Advisors LLC | History | New | 497 | 12 | 0.07% | — | 272 | +497 | New | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 499 | 12 | 0.0% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | New | 426 | 11 | 0.01% | — | 274 | +426 | New | Q4 2025 | Jan 22, 2026 |
| McIlrath & Eck, LLC | History | No change | 433 | 11 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 426 | 10 | 0.0% | — | 277 | +426 | New | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 405 | 10 | 0.0% | — | 276 | +405 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 405 | 10 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 386 | 9 | 0.0% | 0.0% | 279 | -469 | -54.85% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 312 | 8 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 305 | 7 | 0.0% | — | 281 | +305 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | New | 281 | 7 | 0.0% | — | 282 | +281 | New | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | New | 271 | 6 | 0.0% | — | 284 | +271 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 238 | 6 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | No change | 265 | 6 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | New | 200 | 5 | 0.0% | — | 286 | +200 | New | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 159 | 4 | 0.0% | 0.0% | 288 | -175 | -52.4% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 174 | 4 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Signature Equity Partners, LLC | History | New | 116 | 3 | 0.0% | — | 290 | +116 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 136 | 3 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 114 | 2 | 0.0% | 0.0% | 292 | -1,612 | -93.4% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 115 | 2 | 0.0% | 0.0% | 295 | -736 | -86.49% | Q4 2025 | Jan 16, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 82 | 2 | 0.0% | 0.0% | 297 | -230 | -73.72% | Q4 2025 | Feb 13, 2026 |
| Kozak & Associates, Inc. | History | New | 110 | 2 | 0.0% | — | 294 | +110 | New | Q4 2025 | Jan 12, 2026 |
| YANKCOM Partnership | History | New | 102 | 2 | 0.0% | — | 298 | +102 | New | Q4 2025 | Jan 20, 2026 |
| DecisionPoint Financial, LLC | History | New | 96 | 2 | 0.0% | — | 296 | +96 | New | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 111 | 2 | 0.0% | 0.0% | 293 | +41 | 58.57% | Q4 2025 | Jan 28, 2026 |
| GODSEY & GIBB, INC | History | No change | 110 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 69 | 1 | 0.0% | 0.0% | 300 | -702 | -91.05% | Q4 2025 | Feb 09, 2026 |
| Kingdom Financial Group LLC. | History | New | 77 | 1 | 0.0% | — | 306 | +77 | New | Q4 2025 | Feb 06, 2026 |
| Basepoint Wealth LLC | History | New | 76 | 1 | 0.0% | — | 308 | +76 | New | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 75 | 1 | 0.0% | — | 299 | +75 | New | Q4 2025 | Feb 09, 2026 |
| Camelot Portfolios, LLC | History | New | 50 | 1 | 0.0% | — | 301 | +50 | New | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 58 | 1 | 0.0% | 0.0% | 305 | +48 | 480.0% | Q4 2025 | Feb 02, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 24 | 1 | 0.0% | — | 309 | +24 | New | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 56 | 1 | 0.0% | — | 307 | +22 | 64.71% | Q4 2025 | Jan 29, 2026 |
| Bogart Wealth, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Front Row Advisors LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 69 | 1 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,908,032 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.02% | — | -400,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -305,450 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -201,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 2.14% | — | -162,619 | -100.0% | Q3 2025 | Oct 15, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -157,122 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -72,452 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -61,795 | -100.0% | Q3 2025 | Nov 10, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -59,460 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,406 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -26,648 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -20,235 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,472 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,733 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clarus Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,920 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -489 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -289 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Heritage Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HHM Wealth Advisors, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 21, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Mar 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Quent Capital, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 29 | 0 | — | — | — | -10 | -25.64% | Q4 2025 | Feb 02, 2026 |
| Virtus Fixed Income Advisers, LLC | History | Reduced | 10 | 0 | — | — | — | -10 | -50.0% | Q4 2025 | Feb 12, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Motiv8 Investments LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Triumph Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 20, 2026 |
| Key Capital Management, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 26, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |