WisdomTree Trust - EPI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 3,207,457 | 148,473 | 0.01% | 0.01% | 1 | -263,997 | -7.6% | Q4 2025 | Feb 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 3,178,209 | 147,119 | 1.7% | 1.85% | 2 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 3,000,000 | 138,870 | 0.9% | 1.01% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 2,086,319 | 96,566 | 0.83% | 1.0% | 4 | -8,000 | -0.38% | Q4 2025 | Jan 28, 2026 |
| LPL Financial LLC | History | Added to | 1,840,160 | 85,181 | 0.02% | 0.02% | 5 | +13,750 | 0.75% | Q4 2025 | Feb 11, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,621,500 | 75,059 | 0.65% | 0.64% | 6 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,454,105 | 67,310 | 0.0% | 0.01% | 7 | -1,020,650 | -41.24% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,097,416 | 50,799 | 0.0% | 0.0% | 8 | +478,280 | 77.25% | Q4 2025 | Feb 11, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 987,040 | 45,690 | 2.98% | 2.93% | 9 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 762,199 | 35,282 | 0.01% | 0.01% | 10 | -101,392 | -11.74% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 686,162 | 31,762 | 0.46% | 0.48% | 11 | -44,211 | -6.05% | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 525,859 | 24,342 | 0.56% | 0.37% | 12 | +107,401 | 25.67% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 489,592 | 22,663 | 0.04% | 0.04% | 13 | -1,381 | -0.28% | Q4 2025 | Feb 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 451,781 | 20,926 | 0.68% | 0.68% | 14 | +578 | 0.13% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 444,429 | 20,572 | 0.01% | 0.01% | 15 | -18,989 | -4.1% | Q4 2025 | Feb 18, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 440,569 | 20,393 | 0.49% | 0.49% | 16 | -24,073 | -5.18% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 440,569 | 20,393 | 0.42% | 0.41% | 17 | -24,073 | -5.18% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 428,514 | 19,835 | 0.09% | 0.07% | 18 | +95,867 | 28.82% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 404,732 | 18,735 | 0.0% | 0.0% | 19 | -80,890 | -16.66% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 389,934 | 18,050 | 0.07% | 0.07% | 20 | +65,743 | 20.28% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 364,151 | 16,856 | 0.01% | 0.01% | 21 | -94,485 | -20.6% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 359,728 | 16,656 | 0.0% | 0.0% | 22 | +10,794 | 3.09% | Q4 2025 | Feb 17, 2026 |
| Trajan Wealth LLC | History | Added to | 351,208 | 16,257 | 0.68% | 0.67% | 23 | +2,572 | 0.74% | Q4 2025 | Feb 06, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 342,373 | 15,848 | 3.11% | 3.1% | 24 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 333,919 | 15,457 | 0.0% | 0.0% | 25 | +6,115 | 1.87% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 320,121 | 14,818 | 0.38% | 0.34% | 26 | +22,218 | 7.46% | Q4 2025 | Feb 03, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 316,414 | 14,646 | 0.0% | 0.01% | 27 | -115,558 | -26.75% | Q4 2025 | Jan 22, 2026 |
| BARCLAYS PLC | History | Added to | 310,687 | 14,381 | 0.0% | 0.0% | 28 | +99,874 | 47.38% | Q4 2025 | Feb 13, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 302,875 | 14,020 | 6.65% | 6.16% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 284,384 | 13,164 | 0.0% | 0.01% | 30 | -929,514 | -76.57% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | New | 241,966 | 11,200 | 0.13% | — | 31 | +241,966 | New | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 227,258 | 10,519 | 0.03% | 0.03% | 32 | +10,803 | 4.99% | Q4 2025 | Feb 13, 2026 |
| Randolph Co Inc | History | Added to | 219,181 | 10,145 | 0.97% | 0.93% | 33 | +2,696 | 1.25% | Q4 2025 | Feb 11, 2026 |
| GenTrust, LLC | History | Added to | 218,996 | 10,137 | 0.44% | 0.41% | 34 | +13,482 | 6.56% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 210,685 | 9,752 | 1.35% | 1.33% | 35 | +6,712 | 3.29% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 202,429 | 9,370 | 0.11% | 0.11% | 36 | -799 | -0.39% | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | Reduced | 195,830 | 9,064 | 0.0% | 0.01% | 37 | -89,143 | -31.28% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 180,748 | 8,366 | 0.01% | 0.01% | 38 | -63,509 | -26.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 161,416 | 7,472 | 0.0% | — | 39 | +161,416 | New | Q4 2025 | Feb 17, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 159,876 | 7,400 | 1.57% | 1.67% | 40 | -69 | -0.04% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 159,429 | 7,379 | 0.0% | 0.0% | 41 | -76,918 | -32.54% | Q4 2025 | Feb 17, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 155,346 | 7,190 | 7.46% | 6.84% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 144,816 | 6,703 | 0.0% | 0.0% | 43 | -292,916 | -66.92% | Q4 2025 | Feb 17, 2026 |
| Avid Wealth Partners LLC | History | Added to | 144,681 | 6,697 | 3.27% | 2.15% | 44 | +46,576 | 47.48% | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 143,905 | 6,661 | 3.69% | 3.33% | 45 | +1,635 | 1.15% | Q4 2025 | Jan 23, 2026 |
| Circle Wealth Management, LLC | History | Added to | 143,703 | 6,652 | 0.1% | 0.06% | 46 | +69,364 | 93.31% | Q4 2025 | Feb 13, 2026 |
| Carmel Capital Management L.L.C. | History | Added to | 137,755 | 6,376 | 1.93% | 1.75% | 47 | +7,400 | 5.68% | Q4 2025 | Jan 28, 2026 |
| Leibman Financial Services, Inc. | History | New | 131,987 | 6,109 | 4.41% | — | 48 | +131,987 | New | Q4 2025 | Jan 06, 2026 |
| NOMURA HOLDINGS INC | History | No change | 131,400 | 6,082 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 125,500 | 5,809 | 0.04% | 0.03% | 50 | +18,354 | 17.13% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 104,595 | 4,841 | 0.0% | 0.0% | 51 | +1,749 | 1.7% | Q4 2025 | Feb 10, 2026 |
| LM Advisors LLC | History | New | 223 | 4,821 | 0.09% | — | 52 | +223 | New | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 102,067 | 4,724 | 0.64% | 0.64% | 53 | -2,103 | -2.02% | Q4 2025 | Feb 13, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 98,058 | 4,539 | 1.03% | 0.95% | 54 | +3,422 | 3.62% | Q4 2025 | Feb 05, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 89,351 | 4,136 | 0.15% | 0.15% | 55 | -199 | -0.22% | Q4 2025 | Feb 04, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 88,959 | 4,117 | 0.04% | 0.04% | 56 | -3,186 | -3.46% | Q4 2025 | Feb 13, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 84,725 | 3,921 | 0.18% | 0.2% | 57 | -8,768 | -9.38% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 82,793 | 3,832 | 0.12% | 0.09% | 58 | +9,919 | 13.61% | Q4 2025 | Jan 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 80,318 | 3,717 | 0.0% | 0.0% | 59 | +43,283 | 116.87% | Q4 2025 | Mar 25, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 70,557 | 3,117 | 1.05% | 1.31% | 60 | -9,212 | -11.55% | Q4 2025 | Feb 10, 2026 |
| Ferguson Shapiro LLC | History | Added to | 66,956 | 3,099 | 0.95% | 0.87% | 61 | +5,997 | 9.84% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 64,752 | 2,997 | 0.0% | 0.0% | 62 | +11,603 | 21.83% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 64,731 | 2,996 | 0.0% | 0.01% | 63 | -80,000 | -55.27% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 64,618 | 2,991 | 0.02% | 0.0% | 64 | +58,419 | 942.39% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 62,384 | 2,887 | 0.0% | 0.0% | 65 | +35,893 | 135.49% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 62,048 | 2,872 | 0.03% | 0.03% | 66 | -4,222 | -6.37% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 61,607 | 2,851 | 0.01% | 0.01% | 67 | -4,177 | -6.35% | Q4 2025 | Mar 16, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | Reduced | 54,126 | 2,505 | 1.8% | 1.77% | 68 | -487 | -0.89% | Q4 2025 | Jan 23, 2026 |
| Cohen Klingenstein LLC | History | No change | 53,600 | 2,481 | 0.08% | 0.07% | 69 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 52,651 | 2,437 | 0.01% | 0.01% | 70 | -4,118 | -7.25% | Q4 2025 | Jan 30, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 51,101 | 2,365 | 0.65% | 0.62% | 71 | -330 | -0.64% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 50,334 | 2,329 | 0.0% | 0.0% | 72 | -3,896 | -7.18% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 50,209 | 2,324 | 0.01% | 0.01% | 73 | -11,553 | -18.71% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 46,794 | 2,166 | 0.07% | 0.07% | 74 | -674 | -1.42% | Q4 2025 | Feb 13, 2026 |
| Sharper & Granite LLC | History | Reduced | 45,874 | 2,123 | 0.75% | 0.77% | 75 | -2,800 | -5.75% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 44,843 | 2,075 | 0.01% | — | 76 | +44,843 | New | Q4 2025 | Feb 05, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 44,844 | 2,075 | 0.31% | 0.29% | 77 | +1,181 | 2.7% | Q4 2025 | Feb 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 41,538 | 1,922 | 0.02% | — | 78 | +41,538 | New | Q4 2025 | Feb 17, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 39,146 | 1,812 | 0.18% | 0.19% | 79 | -1,968 | -4.79% | Q4 2025 | Jan 26, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 37,848 | 1,751 | 1.27% | 1.32% | 80 | -722 | -1.87% | Q4 2025 | Jan 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 36,192 | 1,675 | 0.0% | 0.01% | 81 | -35,849 | -49.76% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 34,152 | 1,580 | 0.0% | 0.0% | 82 | +13,319 | 63.93% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,056 | 1,576 | 0.0% | 0.0% | 83 | +5,180 | 17.94% | Q4 2025 | Feb 17, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 33,390 | 1,545 | 0.32% | 0.4% | 84 | -8,212 | -19.74% | Q4 2025 | Jan 22, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | No change | 33,076 | 1,531 | 3.52% | 4.13% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 32,336 | 1,496 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial & Tax Architects, LLC | History | New | 29,535 | 1,367 | 0.31% | — | 87 | +29,535 | New | Q4 2025 | Jan 21, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 29,770 | 1,364 | 0.03% | 0.03% | 88 | +6,170 | 26.14% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 28,879 | 1,336 | 0.0% | 0.0% | 89 | +6,933 | 31.59% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 27,825 | 1,288 | 0.02% | 0.02% | 90 | +941 | 3.5% | Q4 2025 | Jan 22, 2026 |
| Perigon Wealth Management, LLC | History | No change | 27,192 | 1,258 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 26,919 | 1,246 | 0.0% | 0.0% | 92 | +26,813 | 25295.28% | Q4 2025 | Feb 17, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 26,723 | 1,237 | 0.84% | 0.89% | 93 | -2,342 | -8.06% | Q4 2025 | Feb 02, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 26,069 | 1,206 | 0.15% | 0.14% | 94 | -12,299 | -32.06% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 25,989 | 1,203 | 0.03% | 0.03% | 95 | -1,753 | -6.32% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 25,909 | 1,199 | 0.01% | 0.0% | 96 | +24,476 | 1708.03% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 25,197 | 1,166 | 0.01% | 0.01% | 97 | +759 | 3.11% | Q4 2025 | Feb 09, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 25,136 | 1,163 | 0.27% | 0.27% | 98 | -3,909 | -13.46% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 24,430 | 1,130 | 0.01% | 0.02% | 99 | -94 | -0.38% | Q4 2025 | Jan 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 24,382 | 1,128 | 0.03% | 0.03% | 100 | +3,410 | 16.26% | Q4 2025 | Feb 02, 2026 |
| TABLEAUX LLC | History | Reduced | 23,321 | 1,127 | 0.8% | 0.81% | 102 | -22,235 | -48.81% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 24,361 | 1,127 | 0.08% | 0.07% | 101 | +1,872 | 8.32% | Q4 2025 | Feb 20, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 24,229 | 1,121 | 0.08% | 0.08% | 103 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Viewpoint Capital Management LLC | History | No change | 23,972 | 1,109 | 0.48% | 0.47% | 104 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Oxinas Partners, LLC | History | Added to | 22,790 | 1,054 | 0.51% | 0.52% | 105 | +878 | 4.01% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 22,646 | 1,037 | 0.04% | 0.06% | 106 | +1,037 | 4.8% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 22,000 | 1,018 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 21,840 | 1,010 | 0.0% | 0.0% | 108 | -570 | -2.54% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | No change | 21,376 | 989 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 21,000 | 972 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,552 | 952 | 0.0% | 0.0% | 111 | +354 | 1.75% | Q4 2025 | Jan 08, 2026 |
| Verity Asset Management, Inc. | History | Added to | 20,442 | 946 | 0.41% | 0.28% | 112 | +988 | 5.08% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | No change | 20,347 | 941 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quadrature Capital Ltd | History | New | 19,346 | 895 | 0.01% | — | 114 | +19,346 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 19,189 | 888 | 0.0% | 0.0% | 115 | -4,627 | -19.43% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 19,078 | 883 | 0.2% | 0.26% | 116 | -6,465 | -25.31% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,974 | 878 | 0.0% | 0.01% | 117 | -20,217 | -51.59% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 18,486 | 855 | 0.0% | 0.0% | 118 | +1,897 | 11.44% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 18,208 | 842 | 0.0% | 0.0% | 119 | -1,413 | -7.2% | Q4 2025 | Feb 18, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 17,333 | 811 | 0.48% | 0.47% | 120 | -1,122 | -6.08% | Q4 2025 | Jan 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 17,225 | 797 | 0.0% | — | 121 | +17,225 | New | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | Added to | 16,308 | 754 | 0.06% | 0.05% | 122 | +1,801 | 12.41% | Q4 2025 | Jan 29, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 16,210 | 750 | 0.18% | 0.25% | 123 | -7,815 | -32.53% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | New | 15,068 | 697 | 0.0% | — | 124 | +15,068 | New | Q4 2025 | Feb 13, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | No change | 14,882 | 688 | 0.44% | 0.47% | 125 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 14,571 | 674 | 0.0% | 0.0% | 126 | +1,120 | 8.33% | Q4 2025 | Mar 09, 2026 |
| Pachira Investments Inc. | History | Reduced | 14,191 | 656 | 0.32% | 0.39% | 127 | -1,360 | -8.75% | Q4 2025 | Feb 02, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 14,100 | 652 | 0.07% | 0.07% | 128 | +500 | 3.68% | Q4 2025 | Feb 06, 2026 |
| BROWN ADVISORY INC | History | No change | 14,045 | 650 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 14,013 | 649 | 0.34% | 0.36% | 130 | -429 | -2.97% | Q4 2025 | Feb 03, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,766 | 637 | 0.0% | — | 131 | +13,766 | New | Q4 2025 | Feb 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 13,736 | 635 | 0.05% | 0.04% | 132 | -18 | -0.13% | Q4 2025 | Feb 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 13,700 | 634 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | Added to | 13,547 | 627 | 0.1% | 0.1% | 134 | +430 | 3.28% | Q4 2025 | Jan 29, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 13,263 | 620 | 0.13% | 0.12% | 135 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| RHUMBLINE ADVISERS | History | New | 13,359 | 618 | 0.0% | — | 137 | +13,359 | New | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 13,355 | 618 | 0.09% | — | 136 | +13,355 | New | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 13,247 | 613 | 0.0% | 0.0% | 138 | +483 | 3.78% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,211 | 611 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 13,070 | 605 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,873 | 595 | 0.0% | 0.0% | 141 | +432 | 3.47% | Q4 2025 | Feb 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 12,579 | 582 | 0.0% | 0.0% | 142 | -4,394 | -25.89% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 12,220 | 566 | 0.0% | — | 143 | +12,220 | New | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 11,960 | 553 | 0.0% | — | 144 | +11,960 | New | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,668 | 540 | 0.03% | 0.04% | 145 | -2,482 | -17.54% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,563 | 535 | 0.0% | 0.0% | 146 | -1,920 | -14.24% | Q4 2025 | Feb 11, 2026 |
| Goldenstone Wealth Management LLC | History | New | 11,327 | 524 | 0.39% | — | 147 | +11,327 | New | Q4 2025 | Feb 06, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 10,836 | 501 | 0.01% | 0.01% | 148 | -268 | -2.41% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Added to | 10,818 | 500 | 0.01% | 0.01% | 149 | +399 | 3.83% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 10,780 | 499 | 0.01% | 0.01% | 150 | +1,104 | 11.41% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,765 | 498 | 0.0% | 0.01% | 151 | -19,165 | -64.03% | Q4 2025 | Feb 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 10,739 | 492 | 0.0% | 0.0% | 152 | -67 | -0.62% | Q4 2025 | Jan 27, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 10,116 | 467 | 0.14% | 0.31% | 154 | -10,304 | -50.46% | Q4 2025 | Feb 13, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 10,108 | 467 | 0.09% | 0.09% | 153 | -42 | -0.41% | Q4 2025 | Jan 21, 2026 |
| Mutual Advisors, LLC | History | No change | 10,079 | 466 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BigSur Wealth Management LLC | History | No change | 10,000 | 462 | 0.11% | 0.11% | 156 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Western Wealth Management, LLC | History | Reduced | 9,838 | 455 | 0.02% | 0.02% | 158 | -509 | -4.92% | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,838 | 455 | 0.0% | 0.0% | 157 | +272 | 2.84% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 9,502 | 439 | 0.02% | — | 159 | +9,502 | New | Q4 2025 | Jan 20, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,500 | 439 | 0.05% | 0.04% | 160 | +2,380 | 33.43% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 9,454 | 437 | 0.23% | 0.15% | 161 | +1,630 | 20.83% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,287 | 429 | 0.0% | 0.0% | 162 | +551 | 6.31% | Q4 2025 | Feb 12, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | No change | 9,052 | 419 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| DF DENT & CO INC | History | No change | 9,000 | 416 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Peak Financial Management, Inc. | History | No change | 8,848 | 409 | 0.11% | 0.1% | 165 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 8,855 | 409 | 0.12% | 0.11% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 8,808 | 407 | 0.02% | 0.02% | 167 | -750 | -7.85% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 8,667 | 401 | 0.0% | — | 168 | +8,667 | New | Q4 2025 | Feb 13, 2026 |
| Prospect Financial Services LLC | History | Reduced | 8,684 | 401 | 0.23% | 0.22% | 169 | -18 | -0.21% | Q4 2025 | Feb 06, 2026 |
| Diversified Trust Co | History | No change | 8,560 | 396 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Congress Park Capital LLC | History | New | 8,515 | 394 | 0.12% | — | 171 | +8,515 | New | Q4 2025 | Jan 14, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 8,505 | 393 | 0.18% | 0.19% | 173 | -318 | -3.6% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 8,500 | 393 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 8,181 | 378 | 0.01% | 0.18% | 174 | -284,886 | -97.21% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 8,104 | 375 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 8,110 | 375 | 0.22% | 0.24% | 176 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cosner Financial Group, LLC | History | No change | 8,078 | 373 | 0.19% | 0.19% | 177 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 8,011 | 370 | 0.0% | — | 178 | +8,011 | New | Q4 2025 | Feb 06, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 7,934 | 367 | 0.23% | 0.22% | 179 | -295 | -3.58% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,300 | 337 | 0.0% | 0.0% | 180 | -1,623 | -18.19% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | No change | 7,258 | 335 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 7,067 | 327 | 0.08% | 0.43% | 182 | -29,639 | -80.75% | Q4 2025 | Feb 03, 2026 |
| Arta Finance Wealth Management LLC | History | New | 6,963 | 322 | 0.16% | — | 184 | +6,963 | New | Q4 2025 | Jan 20, 2026 |
| Summit Financial, LLC | History | Reduced | 6,957 | 322 | 0.0% | 0.01% | 183 | -1,019 | -12.78% | Q4 2025 | Feb 13, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 6,867 | 314 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Crewe Advisors LLC | History | No change | 6,650 | 307 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Fisher Asset Management, LLC | History | New | 6,620 | 306 | 0.0% | — | 187 | +6,620 | New | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 6,600 | 305 | 0.0% | 0.0% | 188 | +976 | 17.35% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 6,550 | 303 | 0.02% | 0.03% | 189 | -600 | -8.39% | Q4 2025 | Jan 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,401 | 296 | 0.0% | 0.0% | 190 | +5,172 | 420.83% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,360 | 294 | 0.01% | 0.0% | 191 | +1,009 | 18.86% | Q4 2025 | Jan 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 6,312 | 292 | 0.01% | 0.02% | 192 | -650 | -9.34% | Q4 2025 | Jan 07, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 6,200 | 286 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,069 | 280 | 0.01% | 0.0% | 194 | +1,356 | 28.77% | Q4 2025 | Feb 09, 2026 |
| Portland Global Advisors LLC | History | Reduced | 5,920 | 274 | 0.03% | 0.04% | 195 | -1,515 | -20.38% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 5,793 | 268 | 0.01% | — | 196 | +5,793 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,755 | 266 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FLC Capital Advisors | History | New | 5,470 | 253 | 0.05% | — | 198 | +5,470 | New | Q4 2025 | Feb 11, 2026 |
| DGS Capital Management, LLC | History | No change | 5,450 | 252 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Dunhill Financial, LLC | History | No change | 5,452 | 252 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Reduced | 5,312 | 245 | 0.0% | 0.0% | 201 | -626 | -10.54% | Q4 2025 | Jan 23, 2026 |
| E&G Advisors, LP | History | No change | 5,155 | 238 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 5,027 | 232 | 0.01% | 0.02% | 204 | -3,217 | -39.02% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 5,027 | 232 | 0.0% | 0.0% | 203 | +126 | 2.57% | Q4 2025 | Feb 03, 2026 |
| Sava Infond d.o.o. | History | No change | 5,000 | 231 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Andrews Advisory Associates, LLC | History | New | 4,886 | 226 | 0.12% | — | 206 | +4,886 | New | Q4 2025 | Feb 18, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 4,854 | 224 | 0.0% | 0.0% | 208 | -625 | -11.41% | Q4 2025 | Feb 10, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 4,850 | 224 | 0.0% | 0.0% | 207 | -518 | -9.65% | Q4 2025 | Feb 09, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 4,805 | 222 | 0.06% | 0.08% | 209 | -1,310 | -21.42% | Q4 2025 | Feb 05, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 4,680 | 216 | 0.09% | 0.07% | 210 | +1,240 | 36.05% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 4,600 | 212 | 0.0% | — | 212 | +4,600 | New | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 4,585 | 212 | 0.0% | 1.27% | 211 | -1,615 | -26.05% | Q4 2025 | Feb 17, 2026 |
| Advisory Alpha, LLC | History | New | 4,571 | 211 | 0.01% | — | 214 | +4,571 | New | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,568 | 211 | 0.02% | 0.02% | 213 | -167 | -3.53% | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 4,782 | 210 | 0.01% | 0.01% | 215 | -67 | -1.38% | Q4 2025 | Jan 28, 2026 |
| Arista Wealth Management, LLC | History | New | 4,500 | 208 | 0.03% | — | 216 | +4,500 | New | Q4 2025 | Feb 09, 2026 |
| BCS Private Wealth Management, Inc. | History | New | 4,500 | 208 | 0.07% | — | 217 | +4,500 | New | Q4 2025 | Jan 26, 2026 |
| Evercore Wealth Management, LLC | History | New | 4,475 | 207 | 0.0% | — | 218 | +4,475 | New | Q4 2025 | Feb 17, 2026 |
| Keebeck Wealth Management | History | New | 4,350 | 201 | 0.02% | — | 219 | +4,350 | New | Q4 2025 | Feb 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 4,113 | 190 | 0.05% | 0.04% | 220 | +657 | 19.01% | Q4 2025 | Feb 17, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 4,094 | 189 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,100 | 189 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3,790 | 175 | 0.02% | — | 223 | +3,790 | New | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,722 | 172 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 3,649 | 169 | 0.0% | 0.0% | 225 | +1,052 | 40.51% | Q4 2025 | Jan 26, 2026 |
| Osbon Capital Management LLC | History | New | 3,048 | 141 | 0.13% | — | 226 | +3,048 | New | Q4 2025 | Mar 16, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 3,000 | 138 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 2,973 | 137 | 0.01% | — | 228 | +2,973 | New | Q4 2025 | Jan 30, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,665 | 123 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 2,464 | 114 | 0.01% | 0.01% | 230 | +306 | 14.18% | Q4 2025 | Jan 20, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 2,427 | 112 | 0.04% | — | 231 | +2,427 | New | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,343 | 108 | 0.0% | — | 232 | +2,343 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,321 | 107 | 0.0% | 0.0% | 233 | +189 | 8.86% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,625 | 75 | 0.0% | 0.0% | 234 | +400 | 32.65% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,500 | 69 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,358 | 62 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | No change | 1,330 | 61 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,319 | 61 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 1,144 | 52 | 0.03% | 0.03% | 239 | -143 | -11.11% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,120 | 51 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,055 | 48 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 1,000 | 46 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 800 | 37 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | No change | 800 | 37 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 630 | 29 | 0.0% | — | 245 | +630 | New | Q4 2025 | Feb 03, 2026 |
| Breakwater Investment Management | History | No change | 621 | 28 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SRH ADVISORS, LLC | History | No change | 565 | 26 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 520 | 24 | 0.01% | 0.01% | 248 | +85 | 19.54% | Q4 2025 | Jan 30, 2026 |
| DV Trading LLC | History | New | 468 | 21 | 0.0% | — | 249 | +468 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 434 | 20 | 0.0% | 0.0% | 252 | -4 | -0.91% | Q4 2025 | Jan 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 450 | 20 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 448 | 20 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 403 | 18 | 0.0% | 0.0% | 253 | -76 | -15.87% | Q4 2025 | Jan 26, 2026 |
| FIRST HORIZON CORP | History | Added to | 350 | 16 | 0.0% | 0.0% | 254 | +255 | 268.42% | Q4 2025 | Jan 27, 2026 |
| Roble, Belko & Company, Inc | History | New | 327 | 15 | 0.0% | — | 255 | +327 | New | Q4 2025 | Jan 12, 2026 |
| ORG Partners LLC | History | No change | 345 | 15 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AlphaCore Capital LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 218 | 10 | 0.0% | 0.0% | 258 | -144 | -39.78% | Q4 2025 | Feb 06, 2026 |
| Horizon Investments, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 200 | 9 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | No change | 200 | 9 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 212 | 9 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 200 | 9 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 182 | 8 | 0.0% | — | 264 | +182 | New | Q4 2025 | Jan 23, 2026 |
| Sunrise Financial Services, LLC | History | New | 149 | 6 | 0.0% | — | 266 | +149 | New | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 151 | 6 | 0.0% | 0.0% | 265 | -7 | -4.43% | Q4 2025 | Feb 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 89 | 4 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bogart Wealth, LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 82 | 3 | 0.0% | 0.0% | 271 | -809 | -90.8% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 85 | 3 | 0.0% | — | 270 | +85 | New | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 60 | 3 | 0.0% | 0.0% | 272 | +2 | 3.45% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 50 | 2 | 0.0% | 0.0% | 275 | -155 | -75.61% | Q4 2025 | Jan 16, 2026 |
| POM Investment Strategies, LLC | History | New | 48 | 2 | 0.0% | — | 276 | +48 | New | Q4 2025 | Feb 17, 2026 |
| Davis Capital Management | History | No change | 64 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBT BANK N A /NY | History | New | 46 | 1 | 0.0% | — | 278 | +46 | New | Q4 2025 | Jan 23, 2026 |
| Atlantic Union Bankshares Corp | History | New | 35 | 1 | 0.0% | — | 277 | +35 | New | Q4 2025 | Feb 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 20 | 1 | 0.0% | 0.0% | 279 | -12 | -37.5% | Q4 2025 | Feb 09, 2026 |
| IAG Wealth Partners, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tidemark, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 38 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -134,974 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Members Advisory Group LLC | History | Closed out | 0 | 0 | — | 1.95% | — | -125,056 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -93,746 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -70,199 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Stratos Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -51,414 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,397 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.04% | — | -17,663 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,418 | -100.0% | Q3 2025 | Nov 10, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,417 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameraudi Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -7,280 | -100.0% | Q3 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,423 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -4,270 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ramirez Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,088 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -940 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -662 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -509 | -100.0% | Q3 2025 | Oct 06, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -408 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARRETT & COMPANY, INC. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 28, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Biltmore Family Office, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |