Energy Transfer LP - ET
Detailed investor-level table based on 13F positions.
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 86,310,272 | 1,423,256 | 0.08% | 0.06% | 1 | +25,366,594 | 41.62% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 83,843,087 | 1,382,572 | 8.05% | 7.42% | 2 | +6,192,066 | 7.97% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 54,994,321 | 906,856 | 0.14% | 0.16% | 3 | -2,868,345 | -4.96% | Q4 2025 | Feb 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 52,539,443 | 866,375 | 0.11% | 0.12% | 4 | -3,929,342 | -6.96% | Q4 2025 | Mar 25, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 38,675,828 | 637,764 | 8.12% | 8.54% | 5 | +103,245 | 0.27% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 37,104,835 | 611,858 | 0.04% | 0.05% | 6 | -11,310,308 | -23.36% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 31,705,187 | 522,818 | 0.08% | 0.09% | 7 | -2,652,268 | -7.72% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 29,299,749 | 483,152 | 0.04% | 0.03% | 8 | +729,908 | 2.55% | Q4 2025 | Feb 17, 2026 |
| Blackstone Inc. | History | Reduced | 25,775,241 | 425,033 | 1.68% | 2.66% | 9 | -12,765,069 | -33.12% | Q4 2025 | Feb 17, 2026 |
| Energy Income Partners, LLC | History | Added to | 25,158,105 | 414,857 | 7.51% | 7.73% | 10 | +1,806,922 | 7.74% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Reduced | 23,954,947 | 395,017 | 8.97% | 9.03% | 11 | -12,005 | -0.05% | Q4 2025 | Feb 13, 2026 |
| First Reserve GP XIII Ltd | History | No change | 23,340,380 | 384,882 | 87.28% | 85.55% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 22,562,363 | 372,053 | 0.56% | 0.6% | 13 | +663,943 | 3.03% | Q4 2025 | Feb 17, 2026 |
| Belfer Management LLC | History | Added to | 22,211 | 366,259 | 6.42% | 5.17% | 14 | +511 | 2.35% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Reduced | 22,089,457 | 364,255 | 0.02% | 0.03% | 15 | -7,395,384 | -25.08% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | Added to | 20,484,524 | 337,789 | 1.2% | 1.4% | 16 | +2,900,000 | 16.49% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 15,948,816 | 262,996 | 0.2% | 0.2% | 17 | -155,405 | -0.96% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,884,947 | 261,942 | 0.03% | 0.03% | 18 | -1,797,471 | -10.17% | Q4 2025 | Feb 17, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 15,496,547 | 255,538 | 10.53% | 11.02% | 19 | -219,141 | -1.39% | Q4 2025 | Jan 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 15,366,720 | 253,397 | 0.43% | 0.45% | 20 | +28,105 | 0.18% | Q4 2025 | Feb 12, 2026 |
| COOPERMAN LEON G | History | Added to | 13,320,100 | 219,648 | 7.29% | 7.02% | 21 | +225,100 | 1.72% | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | Added to | 13,014,994 | 214,617 | 0.17% | 0.16% | 22 | +374,000 | 2.96% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,705,798 | 211,151 | 0.1% | 0.1% | 23 | +1,640,021 | 14.82% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,749,768 | 210,243 | 0.04% | 0.04% | 24 | +928,869 | 7.86% | Q4 2025 | Feb 13, 2026 |
| Long Focus Capital Management, LLC | History | Added to | 9,577,200 | 157,928 | 4.16% | 3.3% | 25 | +3,766,800 | 64.83% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 9,488,902 | 156,471 | 0.27% | 0.26% | 26 | +921,393 | 10.75% | Q4 2025 | Feb 12, 2026 |
| BERKLEY W R CORP | History | Added to | 8,250,000 | 136,042 | 6.4% | 7.17% | 27 | +1,000,000 | 13.79% | Q4 2025 | Feb 13, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Reduced | 7,991,600 | 131,781 | 7.56% | 8.0% | 28 | -220,000 | -2.68% | Q4 2025 | Jan 27, 2026 |
| LPL Financial LLC | History | Added to | 7,696,319 | 126,912 | 0.03% | 0.04% | 29 | +235,863 | 3.16% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,451,529 | 122,888 | 0.04% | 0.04% | 30 | +418,427 | 5.95% | Q4 2025 | Feb 18, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 7,063,419 | 116,475 | 0.14% | 0.2% | 31 | -3,113,813 | -30.6% | Q4 2025 | Feb 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 6,511,883 | 107,380 | 3.97% | 4.25% | 32 | +45,824 | 0.71% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,437,645 | 106,156 | 0.1% | 0.1% | 33 | +71,832 | 1.13% | Q4 2025 | Feb 13, 2026 |
| ABRAMS CAPITAL MANAGEMENT, L.P. | History | Reduced | 6,115,417 | 100,843 | 1.78% | 1.73% | 34 | -90,360 | -1.46% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,028,064 | 99,402 | 0.06% | 0.05% | 35 | +333,079 | 5.85% | Q4 2025 | Feb 11, 2026 |
| Stephens Group, LLC | History | No change | 5,574,335 | 91,920 | 49.57% | 51.58% | 36 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 5,478,810 | 90,345 | 17.07% | 18.32% | 37 | +337 | 0.01% | Q4 2025 | Feb 04, 2026 |
| Recurrent Investment Advisors LLC | History | Added to | 5,351,355 | 88,243 | 6.52% | 6.56% | 38 | +364,412 | 7.31% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,334,000 | 87,957 | 0.01% | 0.02% | 39 | -3,787,763 | -41.52% | Q4 2025 | Feb 17, 2026 |
| Patient Capital Management, LLC | History | Added to | 5,272,875 | 86,949 | 3.36% | 3.36% | 40 | +384,737 | 7.87% | Q4 2025 | Feb 13, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 5,229,111 | 86,228 | 2.6% | 2.8% | 41 | -122,034 | -2.28% | Q4 2025 | Jan 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 5,195,518 | 85,674 | 0.01% | 0.01% | 42 | +1,018,787 | 24.39% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Reduced | 4,992,394 | 82,324 | 0.45% | 0.48% | 43 | -1,721 | -0.03% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 4,855,095 | 80,060 | 0.04% | 0.05% | 44 | -1,119,564 | -18.74% | Q4 2025 | Feb 13, 2026 |
| Fractal Investments LLC | History | No change | 4,797,715 | 79,114 | 11.05% | 11.89% | 45 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,744,393 | 78,236 | 0.01% | — | 46 | +4,744,393 | New | Q4 2025 | Feb 17, 2026 |
| Philosophy Capital Management LLC | History | Added to | 2,704,144 | 78,082 | 3.55% | 2.59% | 47 | +154,414 | 6.06% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,544,553 | 74,939 | 0.13% | 0.13% | 48 | +578,137 | 14.58% | Q4 2025 | Mar 16, 2026 |
| BlackRock, Inc. | History | Reduced | 3,965,350 | 65,388 | 0.0% | 0.0% | 49 | -24,997 | -0.63% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,835,590 | 63,248 | 6.6% | 7.76% | 50 | -22,200 | -0.58% | Q4 2025 | Feb 13, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 3,765,800 | 62,098 | 0.7% | 0.76% | 51 | -137,664 | -3.53% | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,383,649 | 60,871 | 1.5% | 1.48% | 52 | +44,143 | 1.32% | Q4 2025 | Jan 28, 2026 |
| HRT FINANCIAL LP | History | Added to | 3,517,211 | 57,998 | 0.18% | 0.15% | 53 | +1,101,476 | 45.6% | Q4 2025 | Feb 12, 2026 |
| Americana Partners, LLC | History | Added to | 3,186,247 | 52,541 | 1.44% | 1.45% | 54 | +377,224 | 13.43% | Q4 2025 | Feb 06, 2026 |
| COHEN & STEERS, INC. | History | Added to | 3,052,066 | 50,329 | 0.09% | 0.08% | 55 | +459,138 | 17.71% | Q4 2025 | Feb 13, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Added to | 3,028,233 | 49,935 | 11.26% | 7.88% | 56 | +1,090,165 | 56.25% | Q4 2025 | Feb 11, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Reduced | 3,027,317 | 49,920 | 4.83% | 5.2% | 57 | -75,000 | -2.42% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 2,979,123 | 49,125 | 1.01% | 1.06% | 58 | +51,687 | 1.77% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,891,026 | 47,673 | 0.02% | 0.02% | 59 | +139,336 | 5.06% | Q4 2025 | Feb 12, 2026 |
| Progeny 3, Inc. | History | Added to | 2,875,485 | 47,416 | 2.55% | 2.48% | 60 | +75,100 | 2.68% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,856,825 | 47,110 | 0.07% | 0.07% | 61 | -145,122 | -4.83% | Q4 2025 | Feb 17, 2026 |
| Employees Retirement System of Texas | History | Reduced | 2,834,057 | 46,734 | 0.38% | 0.4% | 62 | -50,800 | -1.76% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,719,258 | 44,840 | 0.05% | 0.06% | 63 | -389,042 | -12.52% | Q4 2025 | Feb 06, 2026 |
| Jump Financial, LLC | History | Added to | 2,585,439 | 42,633 | 0.52% | 0.23% | 64 | +1,451,613 | 128.03% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | No change | 2,563,415 | 42,142 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| BARCLAYS PLC | History | Added to | 2,461,768 | 40,594 | 0.01% | 0.01% | 66 | +84,708 | 3.56% | Q4 2025 | Feb 13, 2026 |
| Kamunting Street Capital Management, L.P. | History | Reduced | 2,316,210 | 38,194 | 26.05% | 30.38% | 67 | -63,242 | -2.66% | Q4 2025 | Feb 17, 2026 |
| Appaloosa LP | History | Reduced | 2,191,250 | 36,133 | 0.52% | 1.15% | 68 | -2,765,985 | -55.8% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 2,185,998 | 36,047 | 0.04% | 0.04% | 69 | +154,352 | 7.6% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 2,169,117 | 35,768 | 0.01% | 0.01% | 70 | +186,708 | 9.42% | Q4 2025 | Jan 29, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 2,154,999 | 35,535 | 0.04% | 0.05% | 71 | -412,015 | -16.05% | Q4 2025 | Feb 11, 2026 |
| Northside Capital Management, LLC | History | Added to | 2,106,079 | 34,729 | 3.02% | 3.25% | 72 | +31,462 | 1.52% | Q4 2025 | Jan 07, 2026 |
| Nuveen, LLC | History | Reduced | 2,100,529 | 34,637 | 0.01% | 0.01% | 73 | -114,197 | -5.16% | Q4 2025 | Feb 12, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | Added to | 2,047,500 | 33,763 | 19.64% | 19.8% | 74 | +10,000 | 0.49% | Q4 2025 | Jan 06, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 2,014,200 | 33,214 | 0.68% | 0.75% | 75 | -142,205 | -6.59% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,010,418 | 33,152 | 0.09% | 0.1% | 76 | -112,119 | -5.28% | Q4 2025 | Feb 05, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 1,990,834 | 32,828 | 0.23% | 0.45% | 77 | -1,713,043 | -46.25% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,940,500 | 31,999 | 0.04% | 0.04% | 78 | +1,264,627 | 187.11% | Q4 2025 | Jan 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,936,780 | 30,716 | 0.04% | 0.05% | 79 | +89,501 | 4.85% | Q4 2025 | Mar 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,860,369 | 30,677 | 0.23% | 0.23% | 80 | +253,543 | 15.78% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | Added to | 1,825,681 | 30,105 | 0.04% | 0.04% | 81 | +1,674 | 0.09% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,806,727 | 29,792 | 0.04% | 0.04% | 82 | -58,981 | -3.16% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 1,665,104 | 27,457 | 0.19% | 0.26% | 83 | -138,402 | -7.67% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,630,707 | 26,890 | 0.15% | 0.13% | 84 | +428,045 | 35.59% | Q4 2025 | Jan 29, 2026 |
| Callodine Capital Management, LP | History | Added to | 1,585,000 | 26,136 | 2.1% | 2.06% | 85 | +215,000 | 15.69% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 1,560,110 | 25,726 | 0.67% | 0.66% | 86 | +129,489 | 9.05% | Q4 2025 | Jan 23, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 1,514,712 | 24,977 | 0.01% | 0.02% | 87 | -84,029 | -5.26% | Q4 2025 | Jan 30, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 1,422,619 | 23,458 | 3.09% | 3.13% | 88 | +6,125 | 0.43% | Q4 2025 | Jan 15, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 1,421,945 | 23,447 | 11.71% | 13.72% | 89 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,410,878 | 23,265 | 0.19% | 0.22% | 90 | +122,070 | 9.47% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 1,381,332 | 22,778 | 0.28% | 0.31% | 91 | -16,910 | -1.21% | Q4 2025 | Feb 05, 2026 |
| Alden Global Capital LLC | History | No change | 1,370,511 | 22,599 | 10.63% | 13.75% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,343,639 | 22,156 | 0.17% | 0.19% | 93 | -18,686 | -1.37% | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | Added to | 1,332,685 | 21,975 | 0.37% | 0.19% | 94 | +244,134 | 22.43% | Q4 2025 | Feb 18, 2026 |
| Texas Yale Capital Corp. | History | Added to | 1,311,965 | 21,634 | 0.66% | 0.67% | 95 | +75,700 | 6.12% | Q4 2025 | Feb 10, 2026 |
| GABELLI FUNDS LLC | History | New | 1,310,925 | 21,617 | 0.15% | — | 96 | +1,310,925 | New | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,235,964 | 20,381 | 0.15% | 0.15% | 97 | +23,537 | 1.94% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,202,853 | 19,835 | 0.08% | 0.09% | 98 | +270 | 0.02% | Q4 2025 | Feb 13, 2026 |
| RR Advisors, LLC | History | Reduced | 1,179,867 | 19,456 | 6.08% | 10.18% | 99 | -1,324,133 | -52.88% | Q4 2025 | Feb 12, 2026 |
| BLACKHILL CAPITAL INC | History | Added to | 1,160,000 | 19,128 | 0.98% | 0.59% | 100 | +460,000 | 65.71% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,091,436 | 17,735 | 0.02% | 0.03% | 101 | -32,756 | -2.91% | Q4 2025 | Jan 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,057,943 | 17,446 | 0.29% | 0.31% | 102 | +5,967 | 0.57% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,024,221 | 16,889 | 0.01% | 0.0% | 103 | +11,868 | 1.17% | Q4 2025 | Feb 10, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | History | No change | 1,020,030 | 16,820 | 0.95% | 1.01% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | No change | 1,000,000 | 16,490 | 0.73% | 0.77% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOWEN HANES & CO INC | History | No change | 975,000 | 16,078 | 0.4% | 0.42% | 106 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CNA FINANCIAL CORP | History | Added to | 950,000 | 15,665 | 7.61% | 8.09% | 107 | +150,000 | 18.75% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 943,201 | 15,558 | 0.08% | 0.08% | 108 | +189,647 | 25.17% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 930,054 | 15,336 | 0.06% | — | 109 | +930,054 | New | Q4 2025 | Feb 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 930,000 | 15,335 | 0.2% | 0.2% | 110 | +30,000 | 3.33% | Q4 2025 | Feb 03, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | Reduced | 929,000 | 15,319 | 2.45% | 2.76% | 111 | -171,000 | -15.55% | Q4 2025 | Feb 17, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 899,349 | 14,830 | 1.84% | 1.87% | 112 | +18,913 | 2.15% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 898,875 | 14,822 | 0.01% | 0.02% | 113 | -677,251 | -42.97% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 885,577 | 14,603 | 0.18% | 0.19% | 114 | -17,189 | -1.9% | Q4 2025 | Jan 21, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 884,279 | 14,581 | 2.0% | 2.13% | 115 | +9,430 | 1.08% | Q4 2025 | Jan 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 877,757 | 14,474 | 0.32% | 0.35% | 116 | +19,030 | 2.22% | Q4 2025 | Jan 27, 2026 |
| FFG Partners, LLC | History | Reduced | 854,593 | 14,092 | 4.09% | 5.77% | 117 | -385,346 | -31.08% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 846,622 | 13,960 | 0.05% | 0.06% | 118 | +44,039 | 5.49% | Q4 2025 | Feb 18, 2026 |
| Private Capital Advisors, Inc. | History | Reduced | 835,100 | 13,770 | 1.41% | 1.62% | 119 | -14,035 | -1.65% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 831,772 | 13,715 | 0.01% | 0.01% | 120 | +89,858 | 12.11% | Q4 2025 | Feb 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 815,646 | 13,450 | 0.74% | 0.81% | 121 | -15,000 | -1.81% | Q4 2025 | Jan 13, 2026 |
| Bollard Group LLC | History | Reduced | 810,912 | 13,372 | 0.33% | 0.37% | 122 | -104,257 | -11.39% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 807,701 | 13,319 | 0.03% | 0.03% | 123 | +72,595 | 9.88% | Q4 2025 | Feb 11, 2026 |
| Heronetta Management, L.P. | History | Reduced | 802,129 | 13,227 | 7.65% | 8.31% | 124 | -82,025 | -9.28% | Q4 2025 | Feb 04, 2026 |
| Westend Capital Management, LLC | History | Added to | 799,308 | 13,180 | 3.69% | 3.97% | 125 | +5,868 | 0.74% | Q4 2025 | Jan 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 781,475 | 12,886 | 0.02% | 0.02% | 126 | -14,866 | -1.87% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Added to | 774,689 | 12,774 | 0.07% | 0.08% | 127 | +177 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 769,931 | 12,696 | 0.14% | 0.16% | 128 | -41,100 | -5.07% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 762,872 | 12,579 | 0.02% | 0.02% | 129 | +245,811 | 47.54% | Q4 2025 | Feb 17, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 762,040 | 12,566 | 0.88% | 1.14% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 759,556 | 12,525 | 0.06% | — | 131 | +759,556 | New | Q4 2025 | Feb 17, 2026 |
| Empirical Finance, LLC | History | Added to | 752,045 | 12,401 | 0.59% | 0.45% | 132 | +203,550 | 37.11% | Q4 2025 | Feb 12, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 743,158 | 12,254 | 2.34% | 2.47% | 133 | -78,940 | -9.6% | Q4 2025 | Feb 12, 2026 |
| NEOS Investment Management LLC | History | Added to | 735,261 | 12,124 | 0.07% | 0.02% | 134 | +593,647 | 419.2% | Q4 2025 | Feb 17, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 730,689 | 12,049 | 0.7% | 0.99% | 135 | +27,386 | 3.89% | Q4 2025 | Feb 09, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 726,693 | 11,983 | 0.63% | 0.63% | 136 | +55,624 | 8.29% | Q4 2025 | Jan 23, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 719,940 | 11,871 | 0.93% | 1.08% | 137 | +16,535 | 2.35% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 970,181 | 11,744 | 0.06% | 0.06% | 138 | +230,029 | 31.08% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 710,885 | 11,722 | 0.17% | 0.18% | 139 | +14,185 | 2.04% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | Added to | 701,794 | 11,572 | 0.18% | 0.18% | 140 | +15,631 | 2.28% | Q4 2025 | Feb 03, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 696,213 | 11,480 | 0.0% | 0.0% | 141 | -39,362 | -5.35% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 695,612 | 11,470 | 0.05% | 0.05% | 142 | +10,399 | 1.52% | Q4 2025 | Feb 17, 2026 |
| Truffle Hound Capital, LLC | History | Added to | 650,000 | 10,718 | 2.79% | 2.16% | 143 | +200,000 | 44.44% | Q4 2025 | Feb 13, 2026 |
| TEMA ETFS LLC | History | Added to | 643,800 | 10,616 | 0.82% | 0.2% | 144 | +502,186 | 354.62% | Q4 2025 | Jan 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 642,450 | 10,594 | 0.01% | 0.01% | 145 | -16,490 | -2.5% | Q4 2025 | Feb 13, 2026 |
| Annandale Capital, LLC | History | Added to | 638,661 | 10,532 | 1.25% | 1.86% | 146 | +1,182 | 0.19% | Q4 2025 | Feb 12, 2026 |
| PAYDEN & RYGEL | History | Reduced | 638,490 | 10,529 | 0.73% | 1.07% | 147 | -112,200 | -14.95% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 615,463 | 10,148 | 0.0% | 0.0% | 148 | +132,778 | 27.51% | Q4 2025 | Feb 17, 2026 |
| Coronation Fund Managers Ltd. | History | New | 603,284 | 9,948 | 0.45% | — | 149 | +603,284 | New | Q4 2025 | Jan 29, 2026 |
| KCM Capital Inc | History | New | 600,000 | 9,894 | 1.89% | — | 151 | +600,000 | New | Q4 2025 | Feb 17, 2026 |
| Militia Capital Partners, LP | History | Added to | 600,000 | 9,894 | 3.76% | 3.79% | 150 | +123,000 | 25.79% | Q4 2025 | Feb 17, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 591,340 | 9,751 | 1.56% | 1.85% | 152 | +400 | 0.07% | Q4 2025 | Jan 26, 2026 |
| NOMURA HOLDINGS INC | History | New | 587,703 | 9,691 | 0.01% | — | 153 | +587,703 | New | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | No change | 580,930 | 9,579 | 0.34% | 0.34% | 154 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WEXFORD CAPITAL LP | History | No change | 575,015 | 9,482 | 1.83% | 1.42% | 155 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 555,230 | 9,155 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 547,665 | 9,030 | 0.02% | 0.03% | 157 | -4,254 | -0.77% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 526,056 | 8,674 | 0.01% | 0.01% | 158 | -1,767 | -0.33% | Q4 2025 | Feb 13, 2026 |
| Oxbow Advisors, LLC | History | Added to | 517,821 | 8,538 | 0.75% | 0.77% | 159 | +35,225 | 7.3% | Q4 2025 | Feb 04, 2026 |
| Advisors Capital Management, LLC | History | Added to | 517,285 | 8,530 | 0.1% | 0.11% | 160 | +15,635 | 3.12% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 523,229 | 8,517 | 0.01% | 0.02% | 161 | -26,480 | -4.82% | Q4 2025 | Feb 18, 2026 |
| Requisite Capital Management, LLC | History | Added to | 511,383 | 8,432 | 1.6% | 1.46% | 162 | +6,150 | 1.22% | Q4 2025 | Feb 05, 2026 |
| Fogel Capital Management, Inc. | History | Added to | 500,996 | 8,261 | 3.81% | 3.91% | 163 | +7,941 | 1.61% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | Added to | 476,492 | 7,914 | 0.01% | 0.01% | 164 | +162,802 | 51.9% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 475,693 | 7,844 | 0.11% | 0.2% | 165 | -472,139 | -49.81% | Q4 2025 | Feb 02, 2026 |
| NFC Investments, LLC | History | Added to | 471,236 | 7,771 | 2.19% | 2.2% | 166 | +29,297 | 6.63% | Q4 2025 | Feb 11, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 464,077 | 7,652 | 0.13% | 0.13% | 167 | +24,819 | 5.65% | Q4 2025 | Feb 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 459,874 | 7,583 | 0.7% | 0.79% | 168 | +2,412 | 0.53% | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 452,929 | 7,468 | 0.01% | 0.02% | 169 | +41,745 | 10.15% | Q4 2025 | Feb 17, 2026 |
| AVENIR CORP | History | Added to | 451,327 | 7,442 | 0.81% | 0.81% | 170 | +310 | 0.07% | Q4 2025 | Feb 13, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 450,896 | 7,435 | 2.7% | 2.98% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concorde Financial Corp | History | Reduced | 401,599 | 7,393 | 5.73% | 3.87% | 172 | -4,933 | -1.21% | Q4 2025 | Feb 17, 2026 |
| SL ADVISORS, LLC | History | New | 442,978 | 7,304 | 14.96% | — | 173 | +442,978 | New | Q4 2025 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 436,723 | 7,201 | 0.1% | 0.09% | 174 | +65,691 | 17.7% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 435,070 | 7,174 | 0.31% | 0.32% | 175 | +6,917 | 1.62% | Q4 2025 | Feb 10, 2026 |
| Forum Financial Management, LP | History | Added to | 430,948 | 7,106 | 0.09% | 0.02% | 176 | +328,988 | 322.66% | Q4 2025 | Jan 27, 2026 |
| Oak Grove Capital LLC | History | Added to | 422,500 | 6,967 | 0.83% | 0.54% | 177 | +199,200 | 89.21% | Q4 2025 | Feb 26, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 405,267 | 6,682 | 0.04% | 0.05% | 178 | -4,736 | -1.16% | Q4 2025 | Jan 29, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 401,653 | 6,623 | 0.19% | 0.21% | 179 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 396,083 | 6,531 | 1.53% | 1.48% | 180 | -10,680 | -2.63% | Q4 2025 | Jan 14, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 395,499 | 6,521 | 0.83% | 0.89% | 181 | +729 | 0.18% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 394,173 | 6,499 | 0.0% | 0.0% | 182 | +21,127 | 5.66% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 386,101 | 6,366 | 0.1% | 0.09% | 183 | +50,674 | 15.11% | Q4 2025 | Jan 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 383,301 | 6,320 | 0.18% | 0.19% | 184 | -1,348 | -0.35% | Q4 2025 | Jan 12, 2026 |
| Cumberland Partners Ltd | History | Added to | 380,005 | 6,266 | 0.38% | 0.42% | 185 | +3,300 | 0.88% | Q4 2025 | Feb 06, 2026 |
| Cutler Capital Management, LLC | History | Added to | 373,291 | 6,155 | 1.79% | 1.98% | 186 | +11,894 | 3.29% | Q4 2025 | Feb 13, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 371,725 | 6,129 | 0.97% | 1.01% | 187 | -2,745 | -0.73% | Q4 2025 | Jan 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 369,336 | 6,090 | 0.01% | 0.01% | 188 | +4,599 | 1.26% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Added to | 349,776 | 5,989 | 0.02% | 0.02% | 189 | +3,295 | 0.95% | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Added to | 363,039 | 5,986 | 0.22% | 0.23% | 190 | +13,659 | 3.91% | Q4 2025 | Jan 21, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 359,648 | 5,930 | 0.08% | 0.08% | 191 | -9,887 | -2.68% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 358,929 | 5,918 | 0.07% | 0.06% | 192 | +54,552 | 17.92% | Q4 2025 | Jan 20, 2026 |
| Pacer Advisors, Inc. | History | Added to | 357,542 | 5,895 | 0.02% | 0.02% | 193 | +3,677 | 1.04% | Q4 2025 | Feb 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 350,126 | 5,773 | 0.01% | 0.02% | 194 | -431,313 | -55.19% | Q4 2025 | Jan 30, 2026 |
| Virtu Financial LLC | History | New | 344,370 | 5,679 | 0.22% | — | 195 | +344,370 | New | Q4 2025 | Feb 23, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | Reduced | 338,993 | 5,589 | 0.3% | 3.71% | 196 | -77,000 | -18.51% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 338,545 | 5,582 | 0.03% | 0.04% | 197 | -92,403 | -21.44% | Q4 2025 | Jan 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 333,306 | 5,496 | 0.06% | 0.06% | 199 | +116,531 | 53.76% | Q4 2025 | Jan 29, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 333,304 | 5,496 | 0.83% | 0.88% | 198 | +4,000 | 1.21% | Q4 2025 | Jan 20, 2026 |
| SageGuard Financial Group, LLC | History | New | 332,732 | 5,486 | 0.87% | — | 200 | +332,732 | New | Q4 2025 | Jan 27, 2026 |
| Hilltop Holdings Inc. | History | Added to | 331,379 | 5,464 | 0.32% | 0.29% | 201 | +11,632 | 3.64% | Q4 2025 | Feb 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 322,164 | 5,312 | 0.04% | 2.07% | 202 | -16,604,206 | -98.1% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 321,471 | 5,301 | 0.02% | 0.02% | 203 | +30,430 | 10.46% | Q4 2025 | Jan 30, 2026 |
| Keebeck Wealth Management | History | Reduced | 317,678 | 5,238 | 0.6% | 0.65% | 204 | -2,027 | -0.63% | Q4 2025 | Feb 17, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 316,698 | 5,222 | 1.13% | 0.57% | 205 | +172,661 | 119.87% | Q4 2025 | Feb 12, 2026 |
| AR ASSET MANAGEMENT INC | History | Reduced | 314,420 | 5,185 | 1.06% | 1.15% | 206 | -4,000 | -1.26% | Q4 2025 | Feb 09, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 308,024 | 5,079 | 2.39% | 2.38% | 207 | +11,019 | 3.71% | Q4 2025 | Jan 23, 2026 |
| VestGen Advisors, LLC | History | Added to | 305,773 | 5,042 | 0.21% | 0.17% | 208 | +4,177 | 1.38% | Q4 2025 | Feb 17, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 303,200 | 4,999 | 1.06% | 1.34% | 209 | -87,000 | -22.3% | Q4 2025 | Jan 15, 2026 |
| BAHL & GAYNOR INC | History | No change | 302,036 | 4,980 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 301,759 | 4,976 | 0.01% | 0.01% | 211 | -55,445 | -15.52% | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | Reduced | 301,601 | 4,973 | 0.12% | 0.14% | 212 | -1,245 | -0.41% | Q4 2025 | Feb 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 300,554 | 4,956 | 0.26% | 0.32% | 213 | +5,747 | 1.95% | Q4 2025 | Jan 26, 2026 |
| DCF Advisers, LLC | History | New | 300,500 | 4,955 | 1.33% | — | 214 | +300,500 | New | Q4 2025 | Feb 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 299,182 | 4,933 | 0.06% | 0.06% | 215 | +16,186 | 5.72% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 299,110 | 4,932 | 0.0% | 0.0% | 216 | +45,005 | 17.71% | Q4 2025 | Feb 10, 2026 |
| United Advisor Group, LLC | History | Added to | 296,163 | 4,883 | 0.61% | 0.05% | 217 | +272,444 | 1148.63% | Q4 2025 | Jan 26, 2026 |
| ProShare Advisors LLC | History | Added to | 295,084 | 4,865 | 0.01% | 0.01% | 218 | +34,742 | 13.34% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 293,240 | 4,835 | 0.17% | 0.15% | 219 | +55,062 | 23.12% | Q4 2025 | Jan 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 290,089 | 4,783 | 0.03% | 0.03% | 220 | +24,026 | 9.03% | Q4 2025 | Feb 12, 2026 |
| Knollwood Investment Advisory, LLC | History | Added to | 282,726 | 4,662 | 0.44% | 0.43% | 221 | +2,157 | 0.77% | Q4 2025 | Feb 13, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 280,864 | 4,631 | 0.28% | 0.29% | 222 | -517 | -0.18% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 275,564 | 4,544 | 0.0% | 0.0% | 223 | +56,461 | 25.77% | Q4 2025 | Feb 10, 2026 |
| ELCO Management Co., LLC | History | Reduced | 274,115 | 4,520 | 2.85% | 4.54% | 224 | -233,368 | -45.99% | Q4 2025 | Feb 04, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 238,865 | 4,365 | 3.06% | 3.13% | 225 | -16,817 | -6.58% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 263,309 | 4,341 | 0.08% | 0.09% | 226 | -24,475 | -8.5% | Q4 2025 | Jan 22, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 262,523 | 4,329 | 0.19% | 0.2% | 227 | +580 | 0.22% | Q4 2025 | Jan 23, 2026 |
| Lavaca Capital LLC | History | Added to | 261,726 | 4,315 | 0.7% | 0.77% | 228 | +1,326 | 0.51% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Reduced | 260,800 | 4,300 | 0.01% | 0.03% | 229 | -849,300 | -76.51% | Q4 2025 | Mar 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 260,273 | 4,291 | 0.0% | 0.0% | 230 | -12,126 | -4.45% | Q4 2025 | Feb 06, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 257,603 | 4,247 | 0.27% | 0.29% | 231 | -3,000 | -1.15% | Q4 2025 | Jan 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 257,479 | 4,184 | 0.09% | 0.09% | 232 | +5,359 | 2.13% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 248,406 | 4,096 | 0.28% | 0.34% | 233 | +11,283 | 4.76% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 242,815 | 4,004 | 0.01% | 0.01% | 234 | +47,282 | 24.18% | Q4 2025 | Jan 26, 2026 |
| Cannell & Spears LLC | History | Added to | 242,097 | 3,992 | 0.07% | 0.04% | 235 | +105,000 | 76.59% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 241,634 | 3,984 | 0.19% | 0.2% | 236 | +14,059 | 6.18% | Q4 2025 | Jan 26, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 238,240 | 3,928 | 0.12% | 0.11% | 237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 238,058 | 3,925 | 0.12% | 0.12% | 238 | +4,530 | 1.94% | Q4 2025 | Feb 11, 2026 |
| Calamos Advisors LLC | History | No change | 230,990 | 3,809 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Reduced | 229,440 | 3,783 | 0.04% | 0.05% | 240 | -8,197 | -3.45% | Q4 2025 | Jan 15, 2026 |
| Caption Management, LLC | History | Reduced | 227,500 | 3,751 | 0.03% | 0.33% | 241 | -2,257,800 | -90.85% | Q4 2025 | Feb 17, 2026 |
| American Assets Investment Management, LLC | History | No change | 225,800 | 3,723 | 0.26% | 0.28% | 242 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | History | New | 221,371 | 3,650 | 0.94% | — | 243 | +221,371 | New | Q4 2025 | Feb 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 220,012 | 3,627 | 0.05% | 0.05% | 244 | -824 | -0.37% | Q4 2025 | Jan 29, 2026 |
| Old West Investment Management, LLC | History | New | 219,080 | 3,612 | 0.64% | — | 245 | +219,080 | New | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 218,676 | 3,605 | 0.01% | 0.02% | 246 | -32,696 | -13.01% | Q4 2025 | Jan 30, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | Reduced | 217,934 | 3,593 | 1.0% | 1.11% | 247 | -1,149 | -0.52% | Q4 2025 | Feb 05, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 216,364 | 3,567 | 0.15% | 0.18% | 248 | +1,242 | 0.58% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 215,969 | 3,561 | 0.01% | 0.01% | 249 | +11,318 | 5.53% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 214,505 | 3,537 | 0.08% | 0.08% | 250 | -12,630 | -5.56% | Q4 2025 | Feb 02, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 213,248 | 3,516 | 0.6% | 0.66% | 251 | -10,344 | -4.63% | Q4 2025 | Jan 30, 2026 |
| PSI Advisors, LLC | History | Reduced | 212,935 | 3,511 | 0.88% | 0.94% | 252 | -308 | -0.14% | Q4 2025 | Feb 09, 2026 |
| Northern Right Capital Management, L.P. | History | Reduced | 212,512 | 3,504 | 0.92% | 1.23% | 253 | -19,309 | -8.33% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 226,841 | 3,480 | 0.08% | 0.08% | 254 | -6,687 | -2.86% | Q4 2025 | Feb 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 209,368 | 3,452 | 0.39% | 0.4% | 255 | +17,045 | 8.86% | Q4 2025 | Jan 09, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 207,109 | 3,415 | 0.0% | 0.0% | 256 | +5,639 | 2.8% | Q4 2025 | Feb 13, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 207,000 | 3,413 | 0.34% | 0.36% | 257 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 206,297 | 3,401 | 0.22% | 0.24% | 258 | +127 | 0.06% | Q4 2025 | Jan 20, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 204,491 | 3,372 | 2.78% | 3.06% | 259 | -13,040 | -5.99% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 201,676 | 3,325 | 0.22% | 0.25% | 260 | -5,283 | -2.55% | Q4 2025 | Feb 20, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 199,993 | 3,297 | 0.31% | 0.61% | 261 | -175,481 | -46.74% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 197,516 | 3,257 | 0.02% | 0.02% | 262 | +49,664 | 33.59% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 195,499 | 3,223 | 0.05% | 0.06% | 263 | -16,851 | -7.94% | Q4 2025 | Feb 09, 2026 |
| HUB Investment Partners, LLC | History | Added to | 195,384 | 3,221 | 0.08% | 0.09% | 264 | +45,392 | 30.26% | Q4 2025 | Feb 17, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 194,994 | 3,215 | 0.83% | 0.89% | 266 | -2,961 | -1.5% | Q4 2025 | Feb 06, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 195,000 | 3,215 | 1.91% | 2.24% | 265 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 193,854 | 3,196 | 0.01% | 0.01% | 267 | -2,117 | -1.08% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 192,810 | 3,179 | 0.06% | 0.08% | 268 | -9,255 | -4.58% | Q4 2025 | Feb 06, 2026 |
| Strong Tower Advisory Services | History | Added to | 189,880 | 3,131 | 0.56% | 0.52% | 269 | +28,600 | 17.73% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 189,384 | 3,122 | 0.04% | 0.04% | 270 | +2,023 | 1.08% | Q4 2025 | Feb 02, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 189,045 | 3,117 | 0.07% | 0.07% | 271 | +1,158 | 0.62% | Q4 2025 | Feb 04, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 188,858 | 3,114 | 0.45% | 0.47% | 272 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 188,175 | 3,103 | 0.36% | 0.39% | 273 | +623 | 0.33% | Q4 2025 | Jan 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 187,066 | 3,084 | 0.1% | 0.11% | 274 | -4,699 | -2.45% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 186,474 | 3,074 | 0.1% | 0.11% | 275 | +3,018 | 1.65% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Holdings, LLC | History | Added to | 185,133 | 3,052 | 1.03% | 1.1% | 276 | +946 | 0.51% | Q4 2025 | Feb 12, 2026 |
| Clear Trail Advisors, LLC | History | New | 184,775 | 3,046 | 0.71% | — | 277 | +184,775 | New | Q4 2025 | Jan 09, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 184,623 | 3,044 | 0.34% | 0.41% | 278 | -32,480 | -14.96% | Q4 2025 | Feb 17, 2026 |
| Enclave Advisors LLC | History | Reduced | 184,518 | 3,042 | 0.43% | 0.53% | 279 | -16,913 | -8.4% | Q4 2025 | Jan 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 183,066 | 3,018 | 0.02% | 0.02% | 280 | +35,537 | 24.09% | Q4 2025 | Feb 17, 2026 |
| Aurora Private Wealth, Inc. | History | New | 182,938 | 3,017 | 1.98% | — | 281 | +182,938 | New | Q4 2025 | Feb 02, 2026 |
| ArchPoint Investors | History | Added to | 181,126 | 2,986 | 0.71% | 0.84% | 282 | +1,887 | 1.05% | Q4 2025 | Feb 13, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 180,024 | 2,968 | 0.01% | 0.01% | 283 | -64,989 | -26.52% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 179,998 | 2,968 | 0.03% | 0.04% | 284 | -5,506 | -2.97% | Q4 2025 | Feb 02, 2026 |
| NewEdge Wealth, LLC | History | No change | 179,014 | 2,951 | 0.03% | 0.04% | 285 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TERRIL BROTHERS, INC. | History | Reduced | 174,214 | 2,872 | 0.75% | 0.91% | 286 | -500 | -0.29% | Q4 2025 | Feb 09, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 172,696 | 2,847 | 0.49% | 0.52% | 287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 172,243 | 2,840 | 0.07% | 0.07% | 288 | +11,376 | 7.07% | Q4 2025 | Feb 17, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 172,106 | 2,838 | 0.19% | 0.22% | 289 | -12,774 | -6.91% | Q4 2025 | Feb 13, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 169,498 | 2,795 | 0.56% | 0.61% | 290 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prospect Financial Services LLC | History | Reduced | 168,219 | 2,773 | 1.59% | 1.81% | 292 | -15,303 | -8.34% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 168,170 | 2,773 | 0.12% | 0.14% | 291 | -4,127 | -2.4% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 167,517 | 2,762 | 0.07% | 0.07% | 293 | +5,693 | 3.52% | Q4 2025 | Feb 09, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 166,641 | 2,747 | 0.73% | 0.88% | 295 | -11,674 | -6.55% | Q4 2025 | Feb 04, 2026 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | History | No change | 166,600 | 2,747 | 0.19% | 0.23% | 294 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 165,499 | 2,729 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 165,460 | 2,728 | 1.14% | 1.27% | 297 | -8,579 | -4.93% | Q4 2025 | Feb 03, 2026 |
| Corps Capital Advisors, LLC | History | Reduced | 163,792 | 2,700 | 2.79% | 4.26% | 298 | -227 | -0.14% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 163,100 | 2,689 | 0.01% | — | 299 | +163,100 | New | Q4 2025 | Feb 05, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 162,625 | 2,681 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| North Star Investment Management Corp. | History | Added to | 161,523 | 2,663 | 0.17% | 0.09% | 301 | +80,786 | 100.06% | Q4 2025 | Jan 30, 2026 |
| Royal Palms Capital LLC | History | New | 161,170 | 2,657 | 3.15% | — | 302 | +161,170 | New | Q4 2025 | Feb 09, 2026 |
| Pingora Partners LLC | History | Added to | 160,794 | 2,651 | 1.62% | 1.79% | 303 | +3,540 | 2.25% | Q4 2025 | Feb 13, 2026 |
| Henson-Edgewater Management, LLC | History | New | 157,780 | 2,601 | 1.54% | — | 304 | +157,780 | New | Q4 2025 | Mar 31, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 157,220 | 2,592 | 0.7% | 1.13% | 305 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 156,722 | 2,584 | 0.06% | 0.06% | 306 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mizuho Markets Cayman LP | History | Reduced | 156,236 | 2,576 | 0.13% | 0.58% | 307 | -242,952 | -60.86% | Q4 2025 | Feb 06, 2026 |
| Texas Bank & Trust Co | History | Added to | 155,958 | 2,571 | 0.94% | 1.01% | 308 | +960 | 0.62% | Q4 2025 | Feb 06, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 147,029 | 2,567 | 0.51% | 0.45% | 309 | +22,269 | 17.85% | Q4 2025 | Jan 16, 2026 |
| Clarkston Capital Partners, LLC | History | Added to | 152,300 | 2,511 | 0.06% | 0.06% | 310 | +2,300 | 1.53% | Q4 2025 | Feb 13, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 151,541 | 2,498 | 0.28% | 0.38% | 311 | -30,092 | -16.57% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Added to | 150,155 | 2,476 | 0.05% | 0.03% | 312 | +83,329 | 124.7% | Q4 2025 | Jan 28, 2026 |
| OnyxPoint Global Management LP | History | No change | 149,800 | 2,470 | 0.69% | 0.32% | 313 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sullivan Wood Capital Management LLC | History | Added to | 145,851 | 2,405 | 3.63% | 1.62% | 314 | +81,535 | 126.77% | Q4 2025 | Jan 20, 2026 |
| Venture Visionary Partners LLC | History | Added to | 145,711 | 2,402 | 0.08% | 0.08% | 315 | +6,695 | 4.82% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 145,180 | 2,394 | 0.04% | 0.51% | 316 | -1,723,360 | -92.23% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 144,474 | 2,382 | 0.02% | 0.02% | 317 | -19,363 | -11.82% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 143,809 | 2,371 | 0.07% | 0.08% | 318 | +2,987 | 2.12% | Q4 2025 | Feb 12, 2026 |
| Baugh & Associates, LLC | History | Reduced | 157,863 | 2,364 | 1.16% | 1.24% | 319 | -1,670 | -1.05% | Q4 2025 | Jan 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 143,017 | 2,358 | 0.11% | 0.08% | 320 | +95,858 | 203.27% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 142,944 | 2,357 | 0.05% | 0.05% | 321 | -1,281 | -0.89% | Q4 2025 | Feb 12, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 141,129 | 2,327 | 1.37% | 1.34% | 322 | +11,984 | 9.28% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 139,885 | 2,306 | 0.01% | — | 323 | +139,885 | New | Q4 2025 | Feb 18, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 138,567 | 2,284 | 0.04% | 0.05% | 324 | +9,509 | 7.37% | Q4 2025 | Jan 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 137,847 | 2,273 | 0.1% | 0.1% | 325 | -3,937 | -2.78% | Q4 2025 | Feb 17, 2026 |
| OUTFITTERS FINANCIAL LLC | History | No change | 137,762 | 2,271 | 1.79% | 1.91% | 326 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 136,978 | 2,258 | 0.02% | 0.02% | 327 | +56,040 | 69.24% | Q4 2025 | Jan 23, 2026 |
| Clarus Group, Inc. | History | Added to | 135,066 | 2,227 | 0.8% | 0.8% | 328 | +693 | 0.52% | Q4 2025 | Jan 16, 2026 |
| Sage Investment Counsel LLC | History | Reduced | 134,809 | 2,223 | 2.45% | 2.57% | 329 | -266 | -0.2% | Q4 2025 | Jan 23, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 134,221 | 2,213 | 0.02% | 0.03% | 330 | -22,614 | -14.42% | Q4 2025 | Feb 13, 2026 |
| ACT CAPITAL MANAGEMENT, LLC | History | New | 133,100 | 2,194 | 1.77% | — | 331 | +133,100 | New | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | New | 131,985 | 2,176 | 0.11% | — | 332 | +131,985 | New | Q4 2025 | Jan 07, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 131,707 | 2,171 | 0.63% | 0.64% | 333 | +2,783 | 2.16% | Q4 2025 | Feb 06, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 131,165 | 2,162 | 0.16% | 0.18% | 334 | -408 | -0.31% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 130,515 | 2,152 | 0.04% | 0.05% | 335 | +1,579 | 1.22% | Q4 2025 | Feb 03, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 130,151 | 2,146 | 1.54% | 1.82% | 336 | +1,509 | 1.17% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 129,697 | 2,138 | 0.04% | 0.06% | 337 | -31,243 | -19.41% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 128,592 | 2,120 | 0.04% | 0.05% | 338 | +3,709 | 2.97% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 127,208 | 2,097 | 0.01% | 0.01% | 339 | +2,500 | 2.0% | Q4 2025 | Feb 02, 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | History | Added to | 126,100 | 2,079 | 0.7% | 0.49% | 340 | +52,100 | 70.41% | Q4 2025 | Jan 28, 2026 |
| Sigma Planning Corp | History | Reduced | 122,619 | 2,021 | 0.06% | 0.06% | 341 | -6,122 | -4.76% | Q4 2025 | Jan 30, 2026 |
| Intrua Financial, LLC | History | Reduced | 120,128 | 1,980 | 0.21% | 0.24% | 342 | -9,292 | -7.18% | Q4 2025 | Feb 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 120,000 | 1,978 | 0.0% | 0.01% | 343 | -120,000 | -50.0% | Q4 2025 | Feb 17, 2026 |
| SCP Investment, LP | History | Added to | 118,800 | 1,959 | 1.6% | 0.96% | 344 | +49,200 | 70.69% | Q4 2025 | Feb 10, 2026 |
| Intellus Advisors LLC | History | Added to | 118,767 | 1,958 | 0.26% | 0.23% | 345 | +18,965 | 19.0% | Q4 2025 | Feb 06, 2026 |
| XTX Topco Ltd | History | New | 118,290 | 1,950 | 0.05% | — | 346 | +118,290 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 116,727 | 1,924 | 0.0% | 0.0% | 347 | -1,691 | -1.43% | Q4 2025 | Feb 11, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 116,461 | 1,920 | 0.56% | 0.59% | 348 | -234 | -0.2% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 114,499 | 1,888 | 0.03% | 0.03% | 349 | +16,781 | 17.17% | Q4 2025 | Mar 12, 2026 |
| Intellectus Partners, LLC | History | Added to | 114,320 | 1,885 | 0.36% | 0.37% | 350 | +1,618 | 1.44% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 114,248 | 1,883 | 0.01% | 0.01% | 351 | +1,733 | 1.54% | Q4 2025 | Jan 12, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 113,689 | 1,874 | 0.32% | 0.33% | 352 | +1,809 | 1.62% | Q4 2025 | Jan 29, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 112,845 | 1,860 | 0.27% | 0.3% | 353 | -3,998 | -3.42% | Q4 2025 | Feb 09, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 112,741 | 1,859 | 0.41% | 0.48% | 354 | -2,516 | -2.18% | Q4 2025 | Jan 09, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 112,667 | 1,857 | 0.44% | 0.43% | 355 | +9,514 | 9.22% | Q4 2025 | Jan 30, 2026 |
| Everstar Asset Management, LLC | History | New | 75,464 | 1,812 | 0.97% | — | 356 | +75,464 | New | Q4 2025 | Feb 05, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 109,627 | 1,807 | 0.12% | 0.06% | 357 | +55,990 | 104.39% | Q4 2025 | Feb 10, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 109,422 | 1,804 | 0.1% | 0.12% | 358 | -2,989 | -2.66% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 109,004 | 1,797 | 0.01% | 0.0% | 360 | +85,293 | 359.72% | Q4 2025 | Feb 17, 2026 |
| GFS Advisors, LLC | History | Reduced | 109,000 | 1,797 | 0.21% | 0.24% | 359 | -230 | -0.21% | Q4 2025 | Feb 11, 2026 |
| Legacy Advisors, LLC | History | Added to | 108,912 | 1,795 | 0.19% | 0.22% | 361 | +7,165 | 7.04% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 108,649 | 1,791 | 0.01% | — | 362 | +108,649 | New | Q4 2025 | Feb 18, 2026 |
| SCS Capital Management LLC | History | Added to | 107,285 | 1,769 | 0.02% | 0.02% | 363 | +6,306 | 6.24% | Q4 2025 | Feb 10, 2026 |
| WESBANCO BANK INC | History | Reduced | 106,917 | 1,763 | 0.05% | 0.05% | 364 | -3,722 | -3.36% | Q4 2025 | Feb 03, 2026 |
| True North Advisors, LLC | History | Added to | 106,640 | 1,758 | 0.23% | 0.27% | 365 | +8,653 | 8.83% | Q4 2025 | Jan 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 105,758 | 1,743 | 0.06% | 0.07% | 366 | -2,646 | -2.44% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 103,859 | 1,712 | 0.16% | 0.21% | 367 | -22,744 | -17.96% | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | Added to | 103,390 | 1,704 | 0.01% | 0.01% | 368 | +2,384 | 2.36% | Q4 2025 | Jan 26, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 102,317 | 1,687 | 0.12% | 0.14% | 370 | -2,686 | -2.56% | Q4 2025 | Feb 09, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 102,308 | 1,687 | 0.18% | 0.22% | 369 | +141 | 0.14% | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | Added to | 101,980 | 1,681 | 0.39% | 0.05% | 371 | +91,995 | 921.33% | Q4 2025 | Jan 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 101,154 | 1,668 | 0.0% | 0.0% | 372 | +22,198 | 28.11% | Q4 2025 | Feb 17, 2026 |
| Ariston Services Group | History | No change | 100,683 | 1,660 | 0.97% | 1.04% | 373 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 92,354 | 1,656 | 0.24% | 0.14% | 374 | +40,929 | 79.59% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 100,307 | 1,654 | 0.0% | 0.0% | 375 | -31,125 | -23.68% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 99,316 | 1,637 | 0.08% | 0.08% | 377 | -200,455 | -66.87% | Q4 2025 | Feb 17, 2026 |
| Mountain Lake Investment Management LLC | History | Reduced | 99,285 | 1,637 | 1.24% | 1.4% | 376 | -10,489 | -9.56% | Q4 2025 | Feb 17, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Reduced | 99,078 | 1,633 | 0.31% | 0.32% | 378 | -3,495 | -3.41% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 98,262 | 1,620 | 0.05% | 0.05% | 379 | +3,300 | 3.48% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Added to | 97,858 | 1,613 | 0.03% | 0.03% | 380 | +12,921 | 15.21% | Q4 2025 | Feb 17, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 97,600 | 1,609 | 0.14% | 0.13% | 382 | +12,614 | 14.84% | Q4 2025 | Feb 06, 2026 |
| Haverford Trust Co | History | Added to | 97,628 | 1,609 | 0.01% | 0.01% | 381 | +926 | 0.96% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 96,650 | 1,593 | 0.02% | 0.03% | 383 | -21,929 | -18.49% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Partners, LLC | History | Added to | 96,500 | 1,591 | 0.11% | 0.09% | 384 | +20,000 | 26.14% | Q4 2025 | Jan 27, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 90,472 | 1,569 | 0.05% | 0.05% | 385 | +1,182 | 1.32% | Q4 2025 | Jan 23, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 95,066 | 1,567 | 0.05% | 0.05% | 386 | +3,364 | 3.67% | Q4 2025 | Jan 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 94,900 | 1,564 | 1.24% | — | 387 | +94,900 | New | Q4 2025 | Feb 11, 2026 |
| CHELSEA COUNSEL CO | History | No change | 94,000 | 1,550 | 0.67% | 0.72% | 388 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 93,757 | 1,546 | 0.15% | 0.17% | 389 | -3,682 | -3.78% | Q4 2025 | Jan 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 92,905 | 1,532 | 0.97% | — | 390 | +92,905 | New | Q4 2025 | Feb 19, 2026 |
| Manske Wealth Management | History | Added to | 92,879 | 1,531 | 0.45% | 0.46% | 391 | +5,656 | 6.48% | Q4 2025 | Feb 03, 2026 |
| Bramshill Investments, LLC | History | Added to | 92,547 | 1,526 | 0.09% | 0.11% | 392 | +629 | 0.68% | Q4 2025 | Feb 17, 2026 |
| HWG Holdings LP | History | Added to | 92,302 | 1,522 | 0.37% | 0.14% | 393 | +61,066 | 195.5% | Q4 2025 | Jan 12, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 92,184 | 1,520 | 1.01% | 1.01% | 394 | +3,084 | 3.46% | Q4 2025 | Jan 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 91,832 | 1,514 | 0.02% | 0.03% | 395 | +6,958 | 8.2% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 91,832 | 1,514 | 0.07% | 0.11% | 396 | -426 | -0.46% | Q4 2025 | Feb 12, 2026 |
| MSH Capital Advisors LLC | History | Added to | 91,634 | 1,511 | 0.32% | 0.28% | 397 | +30,825 | 50.69% | Q4 2025 | Feb 09, 2026 |
| Avior Wealth Management, LLC | History | Added to | 90,160 | 1,486 | 0.05% | 0.01% | 398 | +73,359 | 436.63% | Q4 2025 | Jan 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 90,075 | 1,485 | 0.02% | 0.03% | 399 | -74,341 | -45.22% | Q4 2025 | Feb 13, 2026 |
| Rossmore Private Capital | History | No change | 90,000 | 1,484 | 0.13% | 0.17% | 400 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Alpha Wealth Funds, LLC | History | No change | 89,500 | 1,482 | 0.92% | 1.13% | 401 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Virtue Capital Management, LLC | History | Added to | 89,253 | 1,480 | 0.23% | 0.09% | 402 | +81,359 | 1030.64% | Q4 2025 | Feb 18, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 88,447 | 1,458 | 0.23% | 0.17% | 403 | +22,909 | 34.96% | Q4 2025 | Jan 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 88,000 | 1,451 | 0.0% | 0.0% | 404 | -15,000 | -14.56% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 87,437 | 1,441 | 0.01% | 0.01% | 405 | +41,485 | 90.28% | Q4 2025 | Jan 26, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 87,390 | 1,441 | 0.5% | 0.62% | 406 | +84 | 0.1% | Q4 2025 | Jan 27, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 86,649 | 1,428 | 0.33% | 0.37% | 407 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 86,434 | 1,425 | 0.07% | 0.07% | 408 | +12,889 | 17.53% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 86,102 | 1,419 | 0.05% | 0.05% | 409 | +15,920 | 22.68% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Added to | 85,740 | 1,413 | 0.06% | 0.07% | 410 | +6,088 | 7.64% | Q4 2025 | Feb 13, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 85,422 | 1,408 | 0.22% | 0.24% | 411 | -1,299 | -1.5% | Q4 2025 | Jan 13, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 85,238 | 1,405 | 0.12% | 0.12% | 412 | +505 | 0.6% | Q4 2025 | Jan 27, 2026 |
| Aull & Monroe Investment Management Corp | History | Reduced | 82,952 | 1,367 | 0.69% | 0.73% | 413 | -920 | -1.1% | Q4 2025 | Jan 09, 2026 |
| Inspire Advisors, LLC | History | Reduced | 81,718 | 1,347 | 0.12% | 0.15% | 414 | -8,172 | -9.09% | Q4 2025 | Feb 13, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 80,957 | 1,334 | 0.47% | 0.23% | 415 | +47,443 | 141.56% | Q4 2025 | Jan 15, 2026 |
| Linscomb Wealth, Inc. | History | No change | 80,626 | 1,329 | 0.06% | 0.06% | 416 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Enhancing Capital LLC | History | No change | 80,640 | 1,329 | 0.95% | 1.01% | 417 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Directional Asset Management | History | New | 80,500 | 1,327 | 1.16% | — | 418 | +80,500 | New | Q4 2025 | Jan 29, 2026 |
| MATTERS CAPITAL LLC | History | New | 80,271 | 1,323 | 1.08% | — | 419 | +80,271 | New | Q4 2025 | Feb 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 79,905 | 1,317 | 0.21% | 0.24% | 420 | +14 | 0.02% | Q4 2025 | Jan 22, 2026 |
| Fiduciary Group, LLC | History | Added to | 79,287 | 1,307 | 0.11% | 0.1% | 421 | +11,319 | 16.65% | Q4 2025 | Feb 12, 2026 |
| Addis & Hill, Inc | History | Added to | 78,329 | 1,291 | 0.78% | 0.73% | 422 | +7,997 | 11.37% | Q4 2025 | Jan 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 78,100 | 1,287 | 0.17% | 0.46% | 423 | -52,400 | -40.15% | Q4 2025 | Feb 17, 2026 |
| F/m Investments LLC | History | No change | 77,933 | 1,285 | 0.05% | 0.05% | 424 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Added to | 77,602 | 1,283 | 0.02% | 0.02% | 425 | +2,418 | 3.22% | Q4 2025 | Jan 23, 2026 |
| Burford Brothers, Inc. | History | Reduced | 77,086 | 1,271 | 0.52% | 0.6% | 426 | -4,069 | -5.01% | Q4 2025 | Feb 05, 2026 |
| Inscription Capital, LLC | History | Reduced | 77,048 | 1,270 | 0.13% | 0.14% | 427 | -811 | -1.04% | Q4 2025 | Jan 29, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 76,775 | 1,266 | 0.53% | — | 428 | +76,775 | New | Q4 2025 | Feb 10, 2026 |
| Avos Capital Management, LLC | History | Added to | 76,695 | 1,264 | 0.55% | 0.61% | 429 | +583 | 0.77% | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | Reduced | 76,484 | 1,261 | 0.02% | 0.02% | 430 | -1,181 | -1.52% | Q4 2025 | Feb 09, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 76,445 | 1,260 | 0.41% | 0.47% | 431 | +940 | 1.24% | Q4 2025 | Feb 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 75,980 | 1,252 | 0.02% | 0.02% | 432 | +9,435 | 14.18% | Q4 2025 | Jan 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 75,525 | 1,245 | 0.04% | 0.07% | 433 | -32,269 | -29.94% | Q4 2025 | Feb 04, 2026 |
| ALBERT D MASON INC | History | Added to | 75,242 | 1,240 | 0.82% | 0.83% | 434 | +808 | 1.09% | Q4 2025 | Jan 13, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 75,056 | 1,237 | 0.18% | 0.43% | 436 | -91,037 | -54.81% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 75,061 | 1,237 | 0.03% | 0.04% | 435 | -4,769 | -5.97% | Q4 2025 | Feb 06, 2026 |
| River Road Asset Management, LLC | History | New | 74,955 | 1,236 | 0.01% | — | 437 | +74,955 | New | Q4 2025 | Feb 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 74,681 | 1,231 | 0.07% | 0.09% | 438 | -946 | -1.25% | Q4 2025 | Feb 10, 2026 |
| Penbrook Management LLC | History | Reduced | 74,489 | 1,228 | 0.85% | 0.98% | 439 | -7,105 | -8.71% | Q4 2025 | Jan 06, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 73,997 | 1,220 | 0.44% | 0.53% | 440 | -7,663 | -9.38% | Q4 2025 | Jan 28, 2026 |
| Tidal Investments LLC | History | Added to | 73,961 | 1,219 | 0.0% | 0.0% | 441 | +52,574 | 245.82% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 73,512 | 1,212 | 0.02% | 0.02% | 442 | +7,554 | 11.45% | Q4 2025 | Feb 17, 2026 |
| Asio Capital, LLC | History | No change | 73,500 | 1,212 | 0.17% | 0.19% | 443 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Stokes Family Office, LLC | History | Reduced | 73,395 | 1,210 | 0.11% | 0.12% | 444 | -83 | -0.11% | Q4 2025 | Feb 18, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 73,368 | 1,209 | 0.88% | 0.72% | 445 | +14,594 | 24.83% | Q4 2025 | Feb 17, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 73,225 | 1,207 | 0.52% | 0.69% | 446 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 72,144 | 1,189 | 0.03% | 0.03% | 447 | +1,969 | 2.81% | Q4 2025 | Feb 17, 2026 |
| TCW GROUP INC | History | No change | 70,993 | 1,170 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kercheville Advisors, LLC | History | Reduced | 64,417 | 1,166 | 0.31% | 0.63% | 449 | -57,021 | -46.95% | Q4 2025 | Jan 29, 2026 |
| Keystone Financial Group | History | Reduced | 70,514 | 1,162 | 0.09% | 0.11% | 450 | -15,087 | -17.62% | Q4 2025 | Feb 06, 2026 |
| HFG Advisors, Inc. | History | No change | 69,452 | 1,145 | 0.83% | 0.88% | 451 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Added to | 67,400 | 1,143 | 0.15% | 0.15% | 452 | +1,300 | 1.97% | Q4 2025 | Jan 12, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 69,266 | 1,142 | 0.13% | 0.14% | 453 | +4,900 | 7.61% | Q4 2025 | Jan 29, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 69,225 | 1,141 | 0.12% | 0.13% | 454 | +982 | 1.44% | Q4 2025 | Feb 06, 2026 |
| Paragon Capital Management Ltd | History | No change | 68,724 | 1,133 | 0.23% | 0.22% | 455 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Platform Technology Partners | History | Added to | 68,529 | 1,130 | 0.24% | 0.28% | 456 | +634 | 0.93% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 68,428 | 1,128 | 0.16% | 0.17% | 457 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 66,662 | 1,099 | 0.08% | 0.09% | 458 | -182 | -0.27% | Q4 2025 | Jan 29, 2026 |
| StoneX Group Inc. | History | Reduced | 65,510 | 1,080 | 0.05% | 0.07% | 459 | -28,106 | -30.02% | Q4 2025 | Feb 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 65,513 | 1,080 | 0.17% | 0.2% | 460 | +456 | 0.7% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 65,300 | 1,076 | 0.0% | 0.0% | 461 | -4,600 | -6.58% | Q4 2025 | Feb 13, 2026 |
| Hudson Value Partners, LLC | History | No change | 64,775 | 1,071 | 0.32% | 0.34% | 462 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 64,481 | 1,063 | 0.05% | 0.08% | 464 | -14,468 | -18.33% | Q4 2025 | Jan 28, 2026 |
| BURNEY CO/ | History | Reduced | 64,499 | 1,063 | 0.03% | 0.04% | 463 | -611 | -0.94% | Q4 2025 | Jan 23, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 64,000 | 1,055 | 0.24% | 0.25% | 465 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 63,649 | 1,049 | 0.08% | 0.08% | 466 | +2,299 | 3.75% | Q4 2025 | Feb 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 63,030 | 1,039 | 0.08% | 0.09% | 467 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 62,716 | 1,034 | 0.01% | 0.01% | 468 | -6,155 | -8.94% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 62,309 | 1,027 | 0.14% | — | 469 | +62,309 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 62,239 | 1,026 | 0.03% | 0.04% | 470 | -1,539 | -2.41% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 62,184 | 1,025 | 0.0% | 0.0% | 471 | +5,408 | 9.53% | Q4 2025 | Feb 12, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 62,043 | 1,023 | 0.67% | 0.57% | 472 | +13,129 | 26.84% | Q4 2025 | Feb 17, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 61,755 | 1,018 | 0.1% | 0.09% | 473 | +13,700 | 28.51% | Q4 2025 | Feb 06, 2026 |
| Nilsine Partners, LLC | History | Added to | 60,989 | 1,005 | 0.09% | 0.09% | 474 | +1,318 | 2.21% | Q4 2025 | Jan 15, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 60,486 | 997 | 0.17% | 0.19% | 475 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LMG Wealth Partners, LLC | History | No change | 60,131 | 991 | 0.18% | 0.19% | 476 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 60,000 | 989 | 0.24% | 0.25% | 477 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Claro Advisors Inc. | History | Added to | 59,814 | 986 | 0.13% | 0.15% | 478 | +785 | 1.33% | Q4 2025 | Feb 17, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 58,217 | 960 | 0.04% | 0.05% | 479 | -818 | -1.39% | Q4 2025 | Jan 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 58,207 | 959 | 0.01% | 0.01% | 480 | +3,654 | 6.7% | Q4 2025 | Feb 17, 2026 |
| Merrion Investment Management Co, LLC | History | New | 58,000 | 956 | 0.51% | — | 481 | +58,000 | New | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 57,900 | 954 | 0.05% | 0.04% | 482 | -3,531 | -5.75% | Q4 2025 | Jan 27, 2026 |
| Fund Advisors of America Inc/FL | History | New | 57,486 | 947 | 0.87% | — | 483 | +57,486 | New | Q4 2025 | Mar 13, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 56,873 | 937 | 0.29% | 0.32% | 484 | -2,013 | -3.42% | Q4 2025 | Jan 26, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 52,828 | 932 | 0.06% | 0.06% | 485 | +4 | 0.01% | Q4 2025 | Jan 23, 2026 |
| Olistico Wealth, LLC | History | Reduced | 56,246 | 927 | 0.45% | 0.52% | 486 | -1,440 | -2.5% | Q4 2025 | Jan 13, 2026 |
| ZEGA Investments, LLC | History | New | 56,165 | 926 | 0.11% | — | 487 | +56,165 | New | Q4 2025 | Jan 27, 2026 |
| Heritage Wealth Management, Inc. | History | New | 55,836 | 920 | 0.26% | — | 489 | +55,836 | New | Q4 2025 | Jan 26, 2026 |
| CenterStar Asset Management, LLC | History | Added to | 55,800 | 920 | 0.26% | 0.14% | 488 | +17,814 | 46.9% | Q4 2025 | Jan 27, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 55,838 | 920 | 0.1% | 0.13% | 490 | +1,126 | 2.06% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 55,552 | 916 | 0.0% | — | 491 | +55,552 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 55,137 | 909 | 0.03% | 0.08% | 492 | -106,315 | -65.85% | Q4 2025 | Jan 09, 2026 |
| Emissary Wealth LLC | History | New | 55,148 | 909 | 0.76% | — | 493 | +55,148 | New | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 55,058 | 907 | 0.04% | 0.04% | 494 | +2,504 | 4.76% | Q4 2025 | Feb 13, 2026 |
| Abundance Wealth Counselors | History | New | 54,308 | 895 | 0.15% | — | 495 | +54,308 | New | Q4 2025 | Jan 26, 2026 |
| Diversified Enterprises, LLC | History | New | 53,923 | 889 | 0.05% | — | 496 | +53,923 | New | Q4 2025 | Jan 28, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 53,680 | 885 | 0.04% | 0.01% | 498 | +41,644 | 346.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 53,694 | 885 | 0.05% | 0.04% | 497 | +6,318 | 13.34% | Q4 2025 | Feb 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 52,973 | 874 | 0.08% | 0.06% | 499 | +11,563 | 27.92% | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 52,885 | 872 | 0.03% | 0.03% | 500 | +1,106 | 2.14% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 52,751 | 869 | 0.02% | 0.02% | 502 | -2,339 | -4.25% | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 52,703 | 869 | 0.0% | 0.01% | 501 | -1,354 | -2.5% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 52,486 | 865 | 0.02% | 0.02% | 503 | -4,834 | -8.43% | Q4 2025 | Feb 11, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 52,293 | 862 | 0.31% | 0.32% | 504 | -2,691 | -4.89% | Q4 2025 | Jan 30, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 51,686 | 852 | 0.28% | 0.31% | 505 | -350 | -0.67% | Q4 2025 | Jan 27, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 51,386 | 847 | 0.48% | 0.48% | 506 | +3,320 | 6.91% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 51,337 | 846 | 0.01% | 0.01% | 507 | -1,501 | -2.84% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Added to | 51,198 | 844 | 0.02% | 0.01% | 508 | +3,335 | 6.97% | Q4 2025 | Feb 13, 2026 |
| Corsicana & Co. | History | Added to | 51,240 | 844 | 0.47% | 0.49% | 509 | +200 | 0.39% | Q4 2025 | Jan 07, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 51,034 | 841 | 0.07% | 0.07% | 510 | -333 | -0.65% | Q4 2025 | Feb 04, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 50,901 | 839 | 0.0% | 0.0% | 511 | -500 | -0.97% | Q4 2025 | Feb 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 50,597 | 834 | 0.18% | 0.15% | 512 | +16,247 | 47.3% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 50,252 | 828 | 0.12% | 0.13% | 513 | -35 | -0.07% | Q4 2025 | Jan 27, 2026 |
| SIG BROKERAGE, LP | History | No change | 50,000 | 824 | 0.03% | 0.02% | 514 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Management LLC | History | Added to | 49,889 | 822 | 0.11% | 0.1% | 515 | +10,439 | 26.46% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 49,675 | 819 | 0.06% | 0.07% | 516 | -7,198 | -12.66% | Q4 2025 | Jan 23, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 49,389 | 814 | 0.01% | 0.01% | 517 | -3,938 | -7.38% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 49,182 | 810 | 0.03% | 0.03% | 518 | +110 | 0.22% | Q4 2025 | Feb 06, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 49,096 | 809 | 0.14% | 0.16% | 519 | -1,594 | -3.14% | Q4 2025 | Jan 29, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 49,009 | 808 | 0.02% | 0.02% | 521 | +34,033 | 227.25% | Q4 2025 | Feb 10, 2026 |
| BLB&B Advisors, LLC | History | No change | 49,051 | 808 | 0.03% | 0.04% | 520 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 48,937 | 806 | 0.01% | 0.01% | 522 | +1,527 | 3.22% | Q4 2025 | Feb 12, 2026 |
| Waterfront Wealth Inc. | History | Added to | 44,366 | 802 | 0.15% | 0.15% | 523 | +1,231 | 2.85% | Q4 2025 | Jan 27, 2026 |
| Maia Wealth LLC | History | Added to | 43,911 | 801 | 0.14% | 0.04% | 524 | +29,323 | 201.01% | Q4 2025 | Feb 17, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 48,567 | 800 | 0.12% | 0.13% | 525 | +767 | 1.6% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 48,342 | 797 | 0.04% | 0.03% | 526 | +1,872 | 4.03% | Q4 2025 | Jan 21, 2026 |
| Advisor OS, LLC | History | Reduced | 48,152 | 794 | 0.06% | 0.07% | 527 | -1,653 | -3.32% | Q4 2025 | Feb 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 47,981 | 791 | 0.09% | 0.08% | 528 | +8,061 | 20.19% | Q4 2025 | Jan 23, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 47,000 | 775 | 0.02% | 0.03% | 529 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Thrive Wealth Management, LLC | History | No change | 47,034 | 775 | 0.11% | 0.12% | 530 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cadence Bank | History | Reduced | 46,840 | 772 | 0.05% | 0.05% | 531 | -677 | -1.42% | Q4 2025 | Jan 30, 2026 |
| Mattern Wealth Management LLC | History | Added to | 46,772 | 771 | 0.15% | 0.15% | 532 | +2,350 | 5.29% | Q4 2025 | Jan 16, 2026 |
| Ancora Advisors LLC | History | No change | 46,695 | 770 | 0.02% | 0.02% | 533 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Added to | 46,637 | 769 | 0.06% | 0.06% | 534 | +5,094 | 12.26% | Q4 2025 | Feb 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 46,616 | 768 | 0.05% | 0.05% | 535 | +85 | 0.18% | Q4 2025 | Jan 08, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 46,509 | 766 | 0.07% | 0.1% | 536 | -366 | -0.78% | Q4 2025 | Jan 22, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 45,857 | 756 | 0.45% | 0.49% | 537 | +42 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Oak Harvest Investment Services | History | Added to | 45,760 | 754 | 0.08% | 0.09% | 538 | +3 | 0.01% | Q4 2025 | Jan 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 45,674 | 753 | 0.01% | 0.01% | 539 | -18,631 | -28.97% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 45,672 | 753 | 0.03% | 0.03% | 540 | -4,873 | -9.64% | Q4 2025 | Feb 06, 2026 |
| Fiduciary Alliance LLC | History | Added to | 45,619 | 752 | 0.05% | 0.05% | 541 | +1,866 | 4.26% | Q4 2025 | Jan 22, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 45,201 | 745 | 0.56% | 0.66% | 542 | -4,651 | -9.33% | Q4 2025 | Jan 28, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 45,081 | 743 | 0.03% | 0.05% | 543 | -40,527 | -47.34% | Q4 2025 | Jan 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 44,635 | 736 | 0.01% | 0.01% | 544 | +5,050 | 12.76% | Q4 2025 | Jan 16, 2026 |
| SCHULHOFF & CO INC | History | Added to | 44,625 | 735 | 0.31% | 0.28% | 545 | +6,305 | 16.45% | Q4 2025 | Feb 11, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 44,470 | 733 | 0.06% | 0.05% | 546 | +23,762 | 114.75% | Q4 2025 | Feb 11, 2026 |
| Hardy Reed LLC | History | Added to | 44,040 | 726 | 0.05% | 0.05% | 547 | +4,200 | 10.54% | Q4 2025 | Feb 06, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 43,886 | 723 | 0.21% | 0.23% | 548 | +500 | 1.15% | Q4 2025 | Jan 21, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 43,786 | 722 | 0.03% | 0.04% | 549 | -11,800 | -21.23% | Q4 2025 | Jan 14, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 43,803 | 722 | 0.18% | 0.23% | 550 | -8,253 | -15.85% | Q4 2025 | Feb 09, 2026 |
| one8zero8, LLC | History | Reduced | 43,834 | 722 | 0.16% | 0.18% | 551 | -4,005 | -8.37% | Q4 2025 | Feb 17, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 43,731 | 721 | 0.13% | 0.14% | 553 | +2,042 | 4.9% | Q4 2025 | Feb 13, 2026 |
| Disciplined Investments, LLC | History | Added to | 43,735 | 721 | 0.28% | 0.29% | 552 | +731 | 1.7% | Q4 2025 | Feb 05, 2026 |
| Lee Financial Co | History | Reduced | 43,614 | 719 | 0.1% | 0.42% | 554 | -150,203 | -77.5% | Q4 2025 | Jan 22, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 43,364 | 715 | 0.02% | 0.01% | 555 | -58,602 | -57.47% | Q4 2025 | Feb 20, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 43,117 | 711 | 0.07% | 0.06% | 556 | +231 | 0.54% | Q4 2025 | Jan 12, 2026 |
| Plan Group Financial, LLC | History | Reduced | 42,954 | 708 | 0.18% | 0.38% | 557 | -39,869 | -48.14% | Q4 2025 | Feb 03, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 42,780 | 705 | 0.28% | — | 558 | +42,780 | New | Q4 2025 | Jan 15, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 42,639 | 703 | 0.31% | 0.24% | 559 | +6,815 | 19.02% | Q4 2025 | Jan 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 42,277 | 697 | 0.0% | 0.0% | 560 | +1,477 | 3.62% | Q4 2025 | Jan 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 41,905 | 691 | 0.06% | 0.06% | 561 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Carrera Capital Advisors | History | New | 41,803 | 689 | 0.12% | — | 562 | +41,803 | New | Q4 2025 | Jan 30, 2026 |
| TMB Capital Partners, LLC | History | New | 41,766 | 688 | 0.24% | — | 564 | +41,766 | New | Q4 2025 | Feb 19, 2026 |
| Diversified Trust Co | History | New | 41,757 | 688 | 0.01% | — | 563 | +41,757 | New | Q4 2025 | Jan 09, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 41,657 | 686 | 0.02% | 0.02% | 565 | -6,538 | -13.57% | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 41,489 | 684 | 0.08% | 0.08% | 567 | +2,276 | 5.8% | Q4 2025 | Jan 15, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 41,492 | 684 | 0.1% | 0.11% | 566 | -922 | -2.17% | Q4 2025 | Feb 05, 2026 |
| Bouchey Financial Group Ltd | History | No change | 41,402 | 682 | 0.05% | 0.05% | 568 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Leo Wealth, LLC | History | New | 41,142 | 678 | 0.05% | — | 570 | +41,142 | New | Q4 2025 | Jan 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 41,125 | 678 | 0.01% | 0.01% | 569 | +711 | 1.76% | Q4 2025 | Feb 05, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 41,024 | 676 | 0.08% | 0.09% | 571 | +97 | 0.24% | Q4 2025 | Jan 07, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 40,859 | 673 | 0.05% | 0.05% | 572 | +480 | 1.19% | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 40,461 | 667 | 0.04% | 0.04% | 573 | +13 | 0.03% | Q4 2025 | Jan 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 40,168 | 663 | 0.04% | 0.04% | 574 | +1,515 | 3.92% | Q4 2025 | Feb 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 40,043 | 660 | 0.33% | 0.18% | 575 | +20,000 | 99.79% | Q4 2025 | Feb 17, 2026 |
| Samjo Management, LLC | History | Reduced | 40,000 | 659 | 0.25% | 0.27% | 576 | -1,000 | -2.44% | Q4 2025 | Feb 17, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 39,936 | 658 | 0.21% | 0.22% | 577 | +780 | 1.99% | Q4 2025 | Jan 21, 2026 |
| WealthTrust Axiom LLC | History | Added to | 39,784 | 656 | 0.17% | 0.18% | 578 | +1,212 | 3.14% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 39,801 | 656 | 0.01% | 0.01% | 579 | -44 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 39,686 | 654 | 0.01% | 0.02% | 580 | -19,858 | -33.35% | Q4 2025 | Jan 16, 2026 |
| Pointe Capital Management LLC | History | Reduced | 39,008 | 643 | 0.32% | 0.37% | 581 | -5,210 | -11.78% | Q4 2025 | Feb 17, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 38,903 | 641 | 0.43% | 0.48% | 582 | +5 | 0.01% | Q4 2025 | Jan 07, 2026 |
| TCTC Holdings, LLC | History | No change | 38,848 | 640 | 0.02% | 0.02% | 583 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 38,729 | 638 | 0.06% | 0.06% | 584 | -2,250 | -5.49% | Q4 2025 | Jan 20, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 38,594 | 636 | 0.11% | 0.12% | 585 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Added to | 38,335 | 632 | 0.05% | 0.05% | 586 | +630 | 1.67% | Q4 2025 | Feb 04, 2026 |
| KPP Advisory Services LLC | History | Added to | 38,357 | 632 | 0.09% | 0.1% | 587 | +285 | 0.75% | Q4 2025 | Feb 02, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 38,277 | 631 | 0.04% | — | 588 | +38,277 | New | Q4 2025 | Feb 11, 2026 |
| IFG Advisory, LLC | History | Reduced | 37,976 | 626 | 0.03% | 0.05% | 590 | -32,219 | -45.9% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 37,985 | 626 | 0.04% | 0.04% | 589 | -29 | -0.08% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 37,825 | 623 | 0.03% | 0.03% | 591 | -428 | -1.12% | Q4 2025 | Jan 20, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 37,776 | 622 | 0.0% | 0.01% | 592 | -860,232 | -95.79% | Q4 2025 | Feb 13, 2026 |
| Veracity Capital LLC | History | Added to | 37,513 | 618 | 0.18% | 0.2% | 593 | +722 | 1.96% | Q4 2025 | Jan 29, 2026 |
| NWAM LLC | History | Added to | 34,772 | 616 | 0.03% | 0.03% | 594 | +2,778 | 8.68% | Q4 2025 | Feb 04, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 37,334 | 615 | 0.0% | 0.0% | 595 | +5,469 | 17.16% | Q4 2025 | Feb 13, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 37,180 | 613 | 0.31% | 0.33% | 596 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 37,044 | 610 | 0.04% | 0.04% | 597 | +2,668 | 7.76% | Q4 2025 | Feb 18, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 36,442 | 600 | 0.48% | 0.51% | 598 | +118 | 0.32% | Q4 2025 | Jan 06, 2026 |
| FineMark National Bank & Trust | History | Reduced | 36,282 | 598 | 0.02% | 0.02% | 599 | -612 | -1.66% | Q4 2025 | Feb 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 35,878 | 591 | 0.16% | 0.16% | 600 | +924 | 2.64% | Q4 2025 | Feb 04, 2026 |
| Greenline Partners, LLC | History | Added to | 35,810 | 590 | 0.07% | 0.06% | 601 | +8,484 | 31.05% | Q4 2025 | Feb 17, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 35,561 | 586 | 0.48% | 0.52% | 602 | -1,088 | -2.97% | Q4 2025 | Feb 02, 2026 |
| HORAN Wealth, LLC | History | Added to | 35,544 | 586 | 0.09% | 0.09% | 603 | +447 | 1.27% | Q4 2025 | Feb 04, 2026 |
| Avion Wealth | History | Reduced | 35,466 | 584 | 0.12% | 0.18% | 604 | -12,860 | -26.61% | Q4 2025 | Jan 23, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 35,126 | 579 | 0.1% | 0.11% | 605 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ABNER HERRMAN & BROCK LLC | History | No change | 35,000 | 577 | 0.06% | 0.06% | 606 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 34,958 | 576 | 0.09% | 0.14% | 607 | -2,110 | -5.69% | Q4 2025 | Feb 13, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 34,905 | 575 | 0.44% | — | 608 | +34,905 | New | Q4 2025 | Feb 11, 2026 |
| Empirical Asset Management, LLC | History | Added to | 46,314 | 573 | 0.16% | 0.17% | 609 | +6 | 0.01% | Q4 2025 | Feb 06, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 34,726 | 572 | 0.21% | 0.2% | 610 | +3,010 | 9.49% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 34,579 | 570 | 0.04% | 0.04% | 611 | +4,420 | 14.66% | Q4 2025 | Feb 11, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 34,159 | 563 | 0.05% | 0.06% | 612 | -6 | -0.02% | Q4 2025 | Jan 12, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 33,970 | 560 | 0.02% | 0.02% | 613 | -87 | -0.26% | Q4 2025 | Feb 05, 2026 |
| Banco BTG Pactual S.A. | History | No change | 34,000 | 560 | 0.1% | 0.09% | 614 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 33,949 | 559 | 0.03% | 0.03% | 615 | +970 | 2.94% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 33,691 | 555 | 0.02% | 0.01% | 616 | +17,875 | 113.02% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 33,627 | 554 | 0.0% | 0.0% | 617 | +1,180 | 3.64% | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 33,221 | 548 | 0.06% | 0.05% | 618 | +2,850 | 9.38% | Q4 2025 | Jan 12, 2026 |
| Welch Group, LLC | History | Added to | 33,158 | 546 | 0.02% | 0.02% | 619 | +2,121 | 6.83% | Q4 2025 | Jan 26, 2026 |
| Covenant Asset Management, LLC | History | No change | 32,691 | 539 | 0.06% | 0.06% | 620 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 32,681 | 538 | 0.17% | 0.11% | 621 | +12,817 | 64.52% | Q4 2025 | Jan 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 32,367 | 533 | 0.01% | 0.01% | 622 | -848 | -2.55% | Q4 2025 | Feb 05, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 32,333 | 533 | 0.05% | 0.06% | 623 | +667 | 2.11% | Q4 2025 | Feb 13, 2026 |
| SFMG, LLC | History | Reduced | 32,248 | 531 | 0.04% | 0.05% | 625 | -10,264 | -24.14% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Added to | 32,221 | 531 | 0.0% | 0.0% | 624 | +4,334 | 15.54% | Q4 2025 | Feb 10, 2026 |
| NOVEM GROUP | History | Added to | 32,148 | 530 | 0.06% | 0.06% | 626 | +1,013 | 3.25% | Q4 2025 | Jan 27, 2026 |
| Fisher Asset Management, LLC | History | Added to | 31,989 | 527 | 0.0% | 0.0% | 628 | +10,079 | 46.0% | Q4 2025 | Feb 09, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 32,002 | 527 | 0.06% | 0.06% | 627 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CONNING INC. | History | No change | 31,667 | 522 | 0.02% | 0.02% | 629 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Reduced | 31,547 | 520 | 0.06% | 0.09% | 630 | -16,165 | -33.88% | Q4 2025 | Feb 17, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 31,425 | 518 | 0.12% | 0.14% | 631 | -2,000 | -5.98% | Q4 2025 | Jan 23, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 31,231 | 515 | 0.01% | 0.01% | 632 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 31,171 | 514 | 0.31% | 0.32% | 633 | -38 | -0.12% | Q4 2025 | Jan 29, 2026 |
| Magnus Financial Group LLC | History | Reduced | 31,146 | 513 | 0.04% | 0.04% | 634 | -284 | -0.9% | Q4 2025 | Jan 07, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 31,091 | 512 | 0.02% | 0.02% | 635 | +126 | 0.41% | Q4 2025 | Feb 17, 2026 |
| Second Line Capital, LLC | History | Reduced | 30,874 | 509 | 0.1% | 0.11% | 636 | -88 | -0.28% | Q4 2025 | Feb 17, 2026 |
| Traub Capital Management LLC | History | No change | 30,700 | 506 | 0.49% | 0.52% | 637 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SP Asset Management LLC | History | Added to | 30,631 | 505 | 0.04% | 0.04% | 638 | +589 | 1.96% | Q4 2025 | Jan 28, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 30,436 | 501 | 0.13% | 0.14% | 639 | -510 | -1.65% | Q4 2025 | Jan 06, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 30,333 | 500 | 0.17% | — | 640 | +30,333 | New | Q4 2025 | Feb 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 30,200 | 498 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 30,166 | 497 | 0.0% | 0.0% | 642 | -1,442 | -4.56% | Q4 2025 | Feb 10, 2026 |
| King Wealth Management Group | History | No change | 30,083 | 496 | 0.06% | 0.06% | 643 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 30,022 | 495 | 0.01% | 0.01% | 644 | +883 | 3.03% | Q4 2025 | Jan 20, 2026 |
| Black Swift Group, LLC | History | Reduced | 30,000 | 494 | 0.08% | 0.24% | 648 | -47,950 | -61.51% | Q4 2025 | Feb 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 30,004 | 494 | 0.06% | 0.05% | 646 | +5,263 | 21.27% | Q4 2025 | Jan 14, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 29,958 | 494 | 0.05% | 0.08% | 649 | -2,110 | -6.58% | Q4 2025 | Feb 17, 2026 |
| JBF Capital, Inc. | History | No change | 30,000 | 494 | 0.07% | 0.07% | 645 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BigSur Wealth Management LLC | History | No change | 30,000 | 494 | 0.12% | 0.13% | 647 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aspen Grove Capital, LLC | History | No change | 30,001 | 494 | 0.09% | 0.09% | 650 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DMC Group, LLC | History | No change | 30,000 | 494 | 0.33% | 0.36% | 651 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 29,800 | 491 | 0.02% | 0.02% | 652 | -1,936 | -6.1% | Q4 2025 | Feb 03, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 29,788 | 491 | 0.01% | 0.01% | 653 | +1,125 | 3.92% | Q4 2025 | Jan 20, 2026 |
| Diligent Investors, LLC | History | Added to | 29,732 | 490 | 0.12% | 0.11% | 654 | +3,249 | 12.27% | Q4 2025 | Jan 23, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 29,708 | 489 | 0.08% | 0.08% | 655 | +30 | 0.1% | Q4 2025 | Jan 29, 2026 |
| Whipplewood Advisors, LLC | History | No change | 29,691 | 489 | 0.31% | 0.33% | 656 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LongView Wealth Management | History | Reduced | 28,434 | 487 | 0.12% | 0.14% | 658 | -1,190 | -4.02% | Q4 2025 | Jan 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 29,556 | 487 | 0.01% | 0.01% | 657 | +80 | 0.27% | Q4 2025 | Feb 12, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 29,210 | 481 | 0.17% | 0.18% | 659 | -418 | -1.41% | Q4 2025 | Jan 14, 2026 |
| Modus Advisors, LLC | History | Reduced | 29,078 | 479 | 0.13% | 0.19% | 661 | -12,224 | -29.6% | Q4 2025 | Feb 11, 2026 |
| BIP Wealth, LLC | History | Reduced | 29,108 | 479 | 0.02% | 0.03% | 660 | -4,160 | -12.5% | Q4 2025 | Jan 21, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | New | 29,016 | 478 | 0.06% | — | 662 | +29,016 | New | Q4 2025 | Feb 17, 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | History | No change | 29,000 | 478 | 0.24% | 0.24% | 663 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Waterloo Capital, L.P. | History | Added to | 28,806 | 475 | 0.03% | 0.04% | 664 | +263 | 0.92% | Q4 2025 | Feb 10, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 28,506 | 470 | 0.01% | 0.01% | 665 | +229 | 0.81% | Q4 2025 | Feb 09, 2026 |
| Finer Wealth Management, Inc. | History | Reduced | 28,445 | 469 | 0.23% | 1.51% | 666 | -148,468 | -83.92% | Q4 2025 | Jan 21, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 28,213 | 465 | 0.04% | 0.02% | 667 | +12,158 | 75.73% | Q4 2025 | Jan 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 28,145 | 464 | 0.04% | 0.05% | 668 | +542 | 1.96% | Q4 2025 | Feb 23, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 28,189 | 464 | 0.15% | 0.16% | 669 | +84 | 0.3% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 28,106 | 463 | 0.07% | 0.07% | 670 | +607 | 2.21% | Q4 2025 | Jan 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 27,980 | 461 | 0.03% | 0.04% | 671 | -9,498 | -25.34% | Q4 2025 | Jan 15, 2026 |
| FULTON BANK, N.A. | History | Reduced | 27,719 | 457 | 0.02% | 0.02% | 672 | -1,253 | -4.32% | Q4 2025 | Jan 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 27,550 | 454 | 0.02% | 0.02% | 673 | -1,225 | -4.26% | Q4 2025 | Feb 09, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 27,563 | 454 | 0.13% | 0.11% | 674 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Partners Group, Inc | History | Added to | 24,593 | 453 | 0.05% | 0.05% | 675 | +442 | 1.83% | Q4 2025 | Feb 03, 2026 |
| Severin Investments, LLC | History | Added to | 27,439 | 452 | 0.4% | 0.4% | 676 | +1,158 | 4.41% | Q4 2025 | Feb 09, 2026 |
| Provident Investment Management, Inc. | History | No change | 27,391 | 451 | 0.04% | 0.04% | 677 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 27,204 | 448 | 0.04% | 0.04% | 678 | +32 | 0.12% | Q4 2025 | Feb 12, 2026 |
| TopTier Wealth Management, LLC | History | New | 27,091 | 446 | 0.3% | — | 679 | +27,091 | New | Q4 2025 | Feb 12, 2026 |
| FLAX POND CAPITAL, LLC | History | New | 27,000 | 445 | 0.33% | — | 680 | +27,000 | New | Q4 2025 | Mar 09, 2026 |
| HM PAYSON & CO | History | Added to | 26,863 | 442 | 0.01% | 0.01% | 681 | +5,095 | 23.41% | Q4 2025 | Feb 12, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 26,834 | 442 | 0.23% | 0.25% | 682 | +61 | 0.23% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 26,772 | 441 | 0.01% | 0.01% | 683 | -4,488 | -14.36% | Q4 2025 | Feb 12, 2026 |
| Secure Asset Management, LLC | History | Reduced | 26,654 | 439 | 0.07% | 0.09% | 684 | -4,423 | -14.23% | Q4 2025 | Jan 20, 2026 |
| Hartford Financial Management Inc. | History | No change | 26,382 | 435 | 0.11% | 0.12% | 685 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OPTIMA CAPITAL LLC | History | New | 26,274 | 433 | 0.19% | — | 686 | +26,274 | New | Q4 2025 | Jan 23, 2026 |
| Aviance Capital Partners, LLC | History | No change | 26,167 | 431 | 0.05% | 0.05% | 687 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 25,966 | 428 | 0.01% | 0.02% | 689 | +454 | 1.78% | Q4 2025 | Jan 12, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 25,987 | 428 | 0.15% | 0.16% | 688 | +345 | 1.35% | Q4 2025 | Feb 06, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 25,653 | 423 | 0.02% | — | 690 | +25,653 | New | Q4 2025 | Feb 11, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 23,600 | 423 | 0.15% | 0.1% | 692 | +7,500 | 46.58% | Q4 2025 | Feb 11, 2026 |
| Argent Trust Co | History | Reduced | 25,706 | 423 | 0.01% | 0.02% | 691 | -4,400 | -14.62% | Q4 2025 | Feb 10, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 25,581 | 421 | 0.26% | — | 694 | +25,581 | New | Q4 2025 | Feb 04, 2026 |
| Granite Group Advisors, LLC | History | Added to | 25,539 | 421 | 0.24% | 0.16% | 693 | +9,728 | 61.53% | Q4 2025 | Jan 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 25,509 | 420 | 0.02% | 0.02% | 695 | -1,059 | -3.99% | Q4 2025 | Mar 04, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 25,439 | 419 | 0.02% | 0.02% | 696 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WHITTIER TRUST CO | History | No change | 25,717 | 417 | 0.0% | 0.0% | 697 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 25,100 | 413 | 0.0% | 0.0% | 698 | +9,800 | 64.05% | Q4 2025 | Feb 05, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | New | 25,000 | 412 | 0.05% | — | 699 | +25,000 | New | Q4 2025 | Feb 17, 2026 |
| Gruss & Co., LLC | History | New | 25,000 | 412 | 0.91% | — | 700 | +25,000 | New | Q4 2025 | Feb 10, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 25,030 | 412 | 0.03% | 0.03% | 701 | +5,061 | 25.34% | Q4 2025 | Feb 02, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 24,922 | 410 | 0.01% | 0.01% | 702 | +1,402 | 5.96% | Q4 2025 | Jan 07, 2026 |
| CapWealth Advisors, LLC | History | No change | 24,720 | 407 | 0.03% | 0.03% | 703 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 24,692 | 407 | 0.28% | 0.29% | 704 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 24,516 | 404 | 0.0% | 0.0% | 705 | +4,822 | 24.48% | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | New | 24,323 | 403 | 0.06% | — | 707 | +24,323 | New | Q4 2025 | Jan 05, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 24,448 | 403 | 0.06% | 0.06% | 706 | +239 | 0.99% | Q4 2025 | Jan 27, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 24,321 | 401 | 0.17% | 0.19% | 709 | +3,810 | 18.58% | Q4 2025 | Feb 13, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Reduced | 24,322 | 401 | 0.08% | 0.09% | 708 | -766 | -3.05% | Q4 2025 | Feb 05, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 24,134 | 397 | 0.33% | — | 712 | +24,134 | New | Q4 2025 | Feb 02, 2026 |
| Wedmont Private Capital | History | Added to | 24,066 | 397 | 0.01% | 0.01% | 710 | +280 | 1.18% | Q4 2025 | Jan 08, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 24,082 | 397 | 0.02% | 0.02% | 711 | +105 | 0.44% | Q4 2025 | Jan 07, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 24,066 | 396 | 0.07% | 0.58% | 714 | -149,614 | -86.14% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 24,069 | 396 | 0.02% | 0.02% | 713 | +807 | 3.47% | Q4 2025 | Feb 10, 2026 |
| Canton Hathaway, LLC | History | No change | 24,000 | 395 | 0.08% | 0.08% | 715 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Meadowbrook Wealth Management, LLC | History | No change | 24,000 | 395 | 0.45% | 0.43% | 716 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 23,950 | 394 | 0.06% | 0.02% | 718 | +14,561 | 155.09% | Q4 2025 | Jan 30, 2026 |
| 1ST SOURCE BANK | History | Added to | 23,894 | 394 | 0.02% | 0.02% | 717 | +900 | 3.91% | Q4 2025 | Feb 05, 2026 |
| GatePass Capital, LLC | History | Reduced | 23,860 | 393 | 0.2% | 0.4% | 719 | -16,640 | -41.09% | Q4 2025 | Feb 09, 2026 |
| NorthRock Partners, LLC | History | Reduced | 23,794 | 392 | 0.01% | 0.01% | 720 | -17,556 | -42.46% | Q4 2025 | Feb 17, 2026 |
| C2C Wealth Management, LLC | History | No change | 23,797 | 392 | 0.33% | 0.35% | 721 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GM Advisory Group, LLC | History | Added to | 23,728 | 391 | 0.02% | 0.01% | 722 | +3,766 | 18.87% | Q4 2025 | Feb 13, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 22,561 | 391 | 0.02% | 0.02% | 723 | -884 | -3.77% | Q4 2025 | Jan 26, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 23,694 | 390 | 0.15% | 0.2% | 725 | -5,615 | -19.16% | Q4 2025 | Feb 13, 2026 |
| Gradient Investments LLC | History | Added to | 23,666 | 390 | 0.01% | 0.01% | 724 | +1,093 | 4.84% | Q4 2025 | Jan 08, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 23,593 | 389 | 0.12% | 0.05% | 726 | +10,013 | 73.73% | Q4 2025 | Feb 13, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 23,597 | 389 | 0.26% | 0.25% | 727 | +3,000 | 14.57% | Q4 2025 | Feb 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 23,513 | 387 | 0.02% | 0.03% | 728 | -8,039 | -25.48% | Q4 2025 | Feb 10, 2026 |
| Empower Advisory Group, LLC | History | Added to | 23,481 | 387 | 0.0% | 0.0% | 729 | +208 | 0.89% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 23,416 | 386 | 0.01% | 0.01% | 730 | -22,561 | -49.07% | Q4 2025 | Jan 30, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 23,380 | 385 | 0.13% | 0.17% | 731 | -450 | -1.89% | Q4 2025 | Feb 13, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 382 | 0.16% | 0.18% | 734 | -25,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fifth Third Wealth Advisors LLC | History | Added to | 23,216 | 382 | 0.01% | 0.01% | 733 | +1,613 | 7.47% | Q4 2025 | Jan 15, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 23,178 | 382 | 0.09% | 0.1% | 732 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CacheTech Inc. | History | New | 23,046 | 380 | 0.07% | — | 736 | +23,046 | New | Q4 2025 | Feb 18, 2026 |
| Aldebaran Financial Inc. | History | Added to | 22,975 | 380 | 0.35% | 0.37% | 735 | +1,350 | 6.24% | Q4 2025 | Jan 23, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 22,986 | 379 | 0.12% | 0.12% | 737 | +15 | 0.07% | Q4 2025 | Feb 04, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 22,802 | 375 | 0.0% | 0.0% | 738 | -3,684 | -13.91% | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Added to | 22,740 | 374 | 0.02% | 0.03% | 739 | +7 | 0.03% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 22,539 | 371 | 0.01% | 0.05% | 741 | -85,341 | -79.11% | Q4 2025 | Jan 28, 2026 |
| Capital Square, LLC | History | New | 22,538 | 371 | 0.19% | — | 742 | +22,538 | New | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 22,522 | 371 | 0.02% | 0.02% | 743 | +3,704 | 19.68% | Q4 2025 | Jan 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 22,546 | 371 | 0.01% | 0.01% | 740 | -2,000 | -8.15% | Q4 2025 | Feb 03, 2026 |
| Papamarkou Wellner Asset Management inc. | History | Added to | 22,486 | 370 | 0.22% | 0.23% | 746 | +450 | 2.04% | Q4 2025 | Feb 18, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 22,464 | 370 | 0.03% | 0.04% | 745 | +278 | 1.25% | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | No change | 22,440 | 370 | 0.01% | 0.01% | 744 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 22,400 | 369 | 0.04% | 0.03% | 747 | +6,301 | 39.14% | Q4 2025 | Jan 20, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 22,421 | 369 | 0.06% | 0.06% | 748 | +1,234 | 5.82% | Q4 2025 | Jan 23, 2026 |
| Artesa Financial Group, LLC | History | New | 22,253 | 366 | 0.38% | — | 749 | +22,253 | New | Q4 2025 | Feb 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 22,239 | 366 | 0.01% | — | 750 | +22,239 | New | Q4 2025 | Feb 13, 2026 |
| Sage Capital Management, LLC | History | Added to | 22,061 | 363 | 0.17% | 0.17% | 751 | +32 | 0.15% | Q4 2025 | Jan 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 21,897 | 361 | 0.05% | — | 753 | +21,897 | New | Q4 2025 | Feb 03, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 21,920 | 361 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 21,742 | 358 | 0.01% | 0.01% | 754 | +535 | 2.52% | Q4 2025 | Jan 23, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 21,664 | 357 | 0.09% | 0.1% | 755 | +218 | 1.02% | Q4 2025 | Jan 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 21,575 | 355 | 0.01% | 0.01% | 756 | -6,110 | -22.07% | Q4 2025 | Jan 23, 2026 |
| Wescott Financial Advisory Group, LLC | History | New | 21,519 | 354 | 0.03% | — | 758 | +21,519 | New | Q4 2025 | Feb 12, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 21,478 | 354 | 0.05% | 0.05% | 757 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 21,222 | 349 | 0.15% | 0.16% | 759 | +408 | 1.96% | Q4 2025 | Jan 22, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 21,127 | 348 | 0.0% | 0.0% | 760 | +137 | 0.65% | Q4 2025 | Feb 17, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 21,030 | 346 | 0.1% | 0.1% | 761 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bison Wealth, LLC | History | New | 18,147 | 344 | 0.04% | — | 762 | +18,147 | New | Q4 2025 | Mar 24, 2026 |
| Laidlaw Wealth Management LLC | History | Reduced | 20,830 | 343 | 1.06% | 1.29% | 764 | -10,840 | -34.23% | Q4 2025 | Feb 17, 2026 |
| Heritage Trust Co | History | Reduced | 20,832 | 343 | 0.03% | 0.04% | 763 | -208 | -0.99% | Q4 2025 | Feb 10, 2026 |
| E&G Advisors, LP | History | No change | 20,784 | 342 | 0.08% | 0.08% | 765 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 20,685 | 341 | 0.03% | 0.02% | 766 | +5,134 | 33.01% | Q4 2025 | Feb 17, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 20,620 | 340 | 0.03% | 0.03% | 767 | -400 | -1.9% | Q4 2025 | Feb 10, 2026 |
| Mattson Financial Services, LLC | History | No change | 20,637 | 340 | 0.08% | 0.08% | 768 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tranquility Partners, LLC | History | Added to | 20,581 | 339 | 0.12% | 0.12% | 769 | +372 | 1.84% | Q4 2025 | Feb 03, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 20,500 | 338 | 0.2% | 0.25% | 770 | -2,000 | -8.89% | Q4 2025 | Feb 03, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 20,394 | 336 | 0.06% | 0.06% | 771 | +3 | 0.01% | Q4 2025 | Jan 23, 2026 |
| JBR Co Financial Management Inc | History | No change | 20,391 | 336 | 0.14% | 0.15% | 772 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 20,265 | 334 | 0.02% | 0.02% | 774 | +1,775 | 9.6% | Q4 2025 | Feb 03, 2026 |
| Saxony Capital Management, LLC | History | Added to | 20,270 | 334 | 0.2% | 0.22% | 773 | +404 | 2.03% | Q4 2025 | Jan 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 20,280 | 334 | 0.04% | 0.04% | 776 | -1 | -0.0% | Q4 2025 | Feb 13, 2026 |
| FLC Capital Advisors | History | No change | 20,293 | 334 | 0.06% | 0.07% | 775 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 20,013 | 330 | 0.01% | 0.02% | 778 | -11,903 | -37.29% | Q4 2025 | Jan 14, 2026 |
| Krilogy Financial LLC | History | Added to | 18,399 | 330 | 0.01% | 0.01% | 777 | +232 | 1.28% | Q4 2025 | Jan 27, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 19,995 | 329 | 0.02% | 0.03% | 779 | -987 | -4.7% | Q4 2025 | Jan 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 19,930 | 328 | 0.08% | 0.09% | 781 | +181 | 0.92% | Q4 2025 | Feb 02, 2026 |
| Weil Company, Inc. | History | Added to | 19,941 | 328 | 0.08% | 0.08% | 780 | +24 | 0.12% | Q4 2025 | Jan 14, 2026 |
| Michels Family Financial, LLC | History | Reduced | 19,856 | 327 | 0.24% | 0.3% | 782 | -2,687 | -11.92% | Q4 2025 | Feb 19, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 19,723 | 325 | 0.04% | — | 786 | +19,723 | New | Q4 2025 | Feb 10, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 19,767 | 325 | 0.01% | 0.01% | 785 | -4,395 | -18.19% | Q4 2025 | Feb 13, 2026 |
| SEARLE & CO. | History | Reduced | 19,724 | 325 | 0.08% | 0.11% | 783 | -3,620 | -15.51% | Q4 2025 | Feb 13, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 19,750 | 325 | 0.04% | 0.03% | 784 | -204 | -1.02% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | Reduced | 19,416 | 320 | 0.01% | 0.03% | 787 | -17,087 | -46.81% | Q4 2025 | Jan 30, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 19,400 | 319 | 0.06% | 0.06% | 788 | +2,500 | 14.79% | Q4 2025 | Feb 13, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 19,367 | 319 | 0.12% | 0.13% | 789 | +256 | 1.34% | Q4 2025 | Feb 06, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 19,338 | 318 | 0.07% | 0.09% | 790 | -3,841 | -16.57% | Q4 2025 | Jan 30, 2026 |
| Westover Capital Advisors, LLC | History | No change | 19,200 | 316 | 0.06% | 0.06% | 791 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 17,507 | 314 | 0.01% | 0.01% | 792 | -1,511 | -7.95% | Q4 2025 | Feb 09, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 18,989 | 313 | 0.15% | 0.15% | 794 | +176 | 0.94% | Q4 2025 | Feb 04, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 19,003 | 313 | 0.04% | 0.04% | 793 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Midwest Trust Co | History | Reduced | 18,922 | 312 | 0.0% | 0.0% | 795 | -1,199 | -5.96% | Q4 2025 | Feb 04, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 18,874 | 311 | 0.11% | 0.13% | 797 | +232 | 1.24% | Q4 2025 | Feb 13, 2026 |
| GDS Wealth Management | History | No change | 18,867 | 311 | 0.02% | 0.02% | 796 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SPINNAKER TRUST | History | New | 18,800 | 310 | 0.02% | — | 798 | +18,800 | New | Q4 2025 | Feb 10, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 18,846 | 310 | 0.12% | 0.24% | 800 | -17,626 | -48.33% | Q4 2025 | Jan 21, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 18,811 | 310 | 0.03% | 0.02% | 799 | +4,032 | 27.28% | Q4 2025 | Jan 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 18,682 | 308 | 0.03% | 0.03% | 801 | -4,100 | -18.0% | Q4 2025 | Jan 26, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 18,664 | 308 | 0.09% | 0.08% | 802 | +2,624 | 16.36% | Q4 2025 | Feb 05, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 18,725 | 308 | 0.1% | 0.11% | 803 | -14 | -0.07% | Q4 2025 | Feb 06, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 18,623 | 307 | 0.03% | 0.04% | 804 | -1,893 | -9.23% | Q4 2025 | Jan 09, 2026 |
| Salvus Wealth Management, LLC | History | Added to | 18,657 | 307 | 0.17% | 0.18% | 805 | +9 | 0.05% | Q4 2025 | Jan 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 18,589 | 306 | 0.0% | 0.0% | 807 | +2,900 | 18.48% | Q4 2025 | Jan 27, 2026 |
| SkyOak Wealth, LLC | History | No change | 18,590 | 306 | 0.06% | 0.06% | 806 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 18,442 | 304 | 0.18% | — | 811 | +18,442 | New | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 18,448 | 304 | 0.02% | 0.04% | 808 | -8,960 | -32.69% | Q4 2025 | Jan 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 18,482 | 304 | 0.01% | 0.01% | 809 | +1,315 | 7.66% | Q4 2025 | Feb 19, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 18,437 | 304 | 0.04% | 0.04% | 810 | -559 | -2.94% | Q4 2025 | Feb 09, 2026 |
| Opus Capital Group, LLC | History | No change | 18,399 | 303 | 0.03% | 0.04% | 812 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Grey Fox Wealth Advisors, LLC | History | New | 18,308 | 301 | 0.06% | — | 814 | +18,308 | New | Q4 2025 | Feb 12, 2026 |
| Argent Advisors, Inc. | History | Added to | 18,263 | 301 | 0.08% | 0.08% | 813 | +1,795 | 10.9% | Q4 2025 | Feb 11, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 18,147 | 299 | 0.08% | 0.09% | 815 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Fermata Advisors, LLC | History | Added to | 18,065 | 297 | 0.07% | 0.07% | 816 | +3,030 | 20.15% | Q4 2025 | Jan 08, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 18,014 | 297 | 0.06% | 0.08% | 817 | -104 | -0.57% | Q4 2025 | Feb 02, 2026 |
| New Republic Capital, LLC | History | Reduced | 18,005 | 296 | 0.08% | 0.77% | 818 | -127,968 | -87.67% | Q4 2025 | Feb 10, 2026 |
| Verity & Verity, LLC | History | No change | 17,878 | 294 | 0.02% | 0.02% | 819 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 17,810 | 293 | 0.04% | — | 820 | +17,810 | New | Q4 2025 | Feb 11, 2026 |
| Foster Group, Inc. | History | New | 17,772 | 293 | 0.01% | — | 821 | +17,772 | New | Q4 2025 | Jan 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 17,617 | 291 | 0.0% | 0.0% | 822 | +2,641 | 17.63% | Q4 2025 | Feb 10, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 17,702 | 291 | 0.03% | 0.03% | 824 | +1,072 | 6.45% | Q4 2025 | Jan 29, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 17,700 | 291 | 0.08% | 0.08% | 823 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Strategic Advocates LLC | History | Added to | 17,585 | 290 | 0.07% | 0.07% | 825 | +2,161 | 14.01% | Q4 2025 | Feb 11, 2026 |
| Indivisible Partners | History | New | 17,514 | 288 | 0.03% | — | 829 | +17,514 | New | Q4 2025 | Feb 03, 2026 |
| TT Capital Management LLC | History | New | 17,500 | 288 | 0.23% | — | 828 | +17,500 | New | Q4 2025 | Feb 11, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 17,513 | 288 | 0.01% | 0.01% | 826 | -2,840 | -13.95% | Q4 2025 | Feb 06, 2026 |
| RiverTree Advisors, LLC | History | No change | 17,500 | 288 | 0.18% | 0.19% | 827 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Curated Wealth Partners LLC | History | Added to | 17,450 | 287 | 0.03% | 0.03% | 830 | +850 | 5.12% | Q4 2025 | Jan 12, 2026 |
| Register Financial Advisors LLC | History | Added to | 17,429 | 287 | 0.11% | 0.12% | 831 | +2 | 0.01% | Q4 2025 | Jan 21, 2026 |
| Wealth Quarterback LLC | History | New | 17,307 | 285 | 0.1% | — | 834 | +17,307 | New | Q4 2025 | Jan 15, 2026 |
| M Holdings Securities, Inc. | History | New | 17,304 | 285 | 0.02% | — | 832 | +17,304 | New | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 17,341 | 285 | 0.01% | 0.01% | 833 | +2,791 | 19.18% | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 17,105 | 282 | 0.01% | 0.01% | 837 | -1,926 | -10.12% | Q4 2025 | Jan 20, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 17,120 | 282 | 0.02% | 0.02% | 835 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 17,135 | 282 | 0.03% | 0.04% | 836 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Tepp RIA, LLC | History | Reduced | 17,099 | 281 | 0.28% | 0.46% | 841 | -6,594 | -27.83% | Q4 2025 | Feb 04, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 17,050 | 281 | 0.06% | 0.06% | 839 | +1,800 | 11.8% | Q4 2025 | Jan 22, 2026 |
| CENTRAL TRUST Co | History | No change | 17,059 | 281 | 0.01% | 0.01% | 838 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Highlander Partners, L.P. | History | No change | 17,080 | 281 | 0.1% | 0.1% | 840 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WP Advisors, LLC | History | Added to | 16,995 | 280 | 0.07% | 0.07% | 843 | +1,363 | 8.72% | Q4 2025 | Jan 28, 2026 |
| Leisure Capital Management | History | Added to | 17,008 | 280 | 0.09% | 0.1% | 842 | +8 | 0.05% | Q4 2025 | Jan 27, 2026 |
| Crumly & Associates Inc. | History | No change | 16,948 | 279 | 0.06% | 0.06% | 844 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 16,873 | 278 | 0.01% | 0.01% | 845 | -2,120 | -11.16% | Q4 2025 | Feb 13, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 16,900 | 278 | 0.04% | 0.04% | 846 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Csenge Advisory Group | History | Added to | 16,829 | 277 | 0.01% | 0.01% | 850 | +2,329 | 16.06% | Q4 2025 | Feb 06, 2026 |
| Walker Asset Management, LLC | History | Added to | 16,805 | 277 | 0.15% | 0.14% | 851 | +2,254 | 15.49% | Q4 2025 | Jan 16, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 16,800 | 277 | 0.06% | 0.07% | 852 | -1,272 | -7.04% | Q4 2025 | Jan 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 16,843 | 277 | 0.0% | 0.0% | 847 | -600 | -3.44% | Q4 2025 | Feb 17, 2026 |
| Probity Advisors, Inc. | History | Reduced | 16,846 | 277 | 0.04% | 0.05% | 849 | -528 | -3.04% | Q4 2025 | Jan 27, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 16,850 | 277 | 0.0% | 0.01% | 848 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| American Money Management, LLC | History | Added to | 16,739 | 276 | 0.04% | 0.04% | 853 | +1,048 | 6.68% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 16,766 | 276 | 0.02% | 0.02% | 854 | +561 | 3.46% | Q4 2025 | Jan 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 16,736 | 275 | 0.01% | 0.07% | 855 | -44,567 | -72.7% | Q4 2025 | Feb 04, 2026 |
| Kingsman Wealth Management, Inc. | History | Reduced | 16,596 | 273 | 0.15% | 0.23% | 857 | -8,018 | -32.57% | Q4 2025 | Jan 22, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 16,593 | 273 | 0.03% | 0.04% | 856 | -2,053 | -11.01% | Q4 2025 | Jan 28, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 16,500 | 272 | 0.09% | 0.13% | 858 | -4,377 | -20.97% | Q4 2025 | Jan 15, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 16,540 | 272 | 0.07% | 0.07% | 859 | +2,200 | 15.34% | Q4 2025 | Feb 12, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | New | 16,433 | 270 | 0.02% | — | 860 | +16,433 | New | Q4 2025 | Feb 05, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 16,413 | 270 | 0.15% | 0.17% | 862 | +316 | 1.96% | Q4 2025 | Jan 16, 2026 |
| Core Wealth Partners LLC | History | Added to | 16,388 | 270 | 0.12% | 0.13% | 863 | +100 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Professional Financial Advisors, LLC | History | No change | 16,401 | 270 | 0.06% | 0.06% | 861 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 16,353 | 269 | 0.14% | — | 864 | +16,353 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 16,323 | 269 | 0.0% | 0.0% | 865 | -923 | -5.35% | Q4 2025 | Jan 16, 2026 |
| Buska Wealth Management, LLC | History | Added to | 16,269 | 268 | 0.1% | 0.08% | 867 | +847 | 5.49% | Q4 2025 | Jan 22, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 16,260 | 268 | 0.13% | 0.13% | 866 | +800 | 5.17% | Q4 2025 | Feb 12, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | No change | 15,500 | 268 | 0.19% | 0.17% | 868 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 16,184 | 267 | 0.18% | 0.15% | 869 | +1,010 | 6.66% | Q4 2025 | Feb 12, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 16,087 | 265 | 0.05% | 0.05% | 870 | +1,004 | 6.66% | Q4 2025 | Feb 13, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 16,088 | 265 | 0.17% | 0.19% | 871 | +131 | 0.82% | Q4 2025 | Feb 10, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 16,000 | 264 | 0.21% | 0.13% | 873 | +6,000 | 60.0% | Q4 2025 | Jan 08, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 16,060 | 264 | 0.09% | 0.11% | 872 | -2,190 | -12.0% | Q4 2025 | Feb 05, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 16,000 | 263 | 0.1% | 0.11% | 874 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 15,909 | 262 | 0.26% | 0.28% | 875 | +784 | 5.18% | Q4 2025 | Feb 11, 2026 |
| CERTUITY, LLC | History | Reduced | 15,834 | 261 | 0.02% | 0.03% | 877 | -6,000 | -27.48% | Q4 2025 | Jan 30, 2026 |
| KG&L Capital Management,LLC | History | Added to | 15,850 | 261 | 0.06% | 0.06% | 876 | +1,800 | 12.81% | Q4 2025 | Jan 23, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 15,797 | 260 | 0.05% | 0.05% | 878 | +2,189 | 16.09% | Q4 2025 | Feb 03, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 15,765 | 259 | 0.04% | 0.04% | 879 | +1,727 | 12.3% | Q4 2025 | Jan 07, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 15,600 | 257 | 0.22% | 0.22% | 880 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 15,571 | 256 | 0.0% | 0.0% | 881 | -2,506 | -13.86% | Q4 2025 | Feb 11, 2026 |
| Seelaus Asset Management LLC | History | No change | 15,580 | 256 | 0.2% | 0.21% | 882 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 15,540 | 256 | 0.05% | 0.05% | 883 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 15,500 | 255 | 0.22% | — | 886 | +15,500 | New | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | New | 15,487 | 255 | 0.0% | — | 884 | +15,487 | New | Q4 2025 | Feb 11, 2026 |
| Purus Wealth Management, LLC | History | Added to | 15,500 | 255 | 0.08% | 0.06% | 885 | +3,682 | 31.16% | Q4 2025 | Jan 27, 2026 |
| UMB Bank, n.a. | History | Added to | 15,428 | 254 | 0.0% | 0.0% | 887 | +10,323 | 202.21% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 15,422 | 254 | 0.0% | 0.0% | 888 | +3,062 | 24.77% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 14,687 | 254 | 0.01% | 0.01% | 890 | -390 | -2.59% | Q4 2025 | Jan 21, 2026 |
| Symmetry Partners, LLC | History | No change | 15,432 | 254 | 0.02% | 0.03% | 889 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 15,316 | 253 | 0.01% | — | 891 | +15,316 | New | Q4 2025 | Feb 13, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 15,386 | 253 | 0.08% | 0.09% | 893 | -1,316 | -7.88% | Q4 2025 | Jan 28, 2026 |
| Dakota Wealth Management | History | Reduced | 15,371 | 253 | 0.0% | 0.01% | 892 | -1,104 | -6.7% | Q4 2025 | Jan 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 15,341 | 252 | 0.03% | 0.03% | 894 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| First PREMIER Bank | History | No change | 15,288 | 252 | 0.06% | 0.06% | 895 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tactive Advisors, LLC | History | New | 15,266 | 251 | 0.07% | — | 897 | +15,266 | New | Q4 2025 | Jan 09, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 15,260 | 251 | 0.04% | 0.05% | 896 | -353 | -2.26% | Q4 2025 | Feb 02, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 15,175 | 250 | 0.02% | 0.02% | 898 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Castleview Partners, LLC | History | New | 15,122 | 249 | 0.12% | — | 899 | +15,122 | New | Q4 2025 | Jan 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 15,157 | 249 | 0.06% | 0.06% | 901 | +629 | 4.33% | Q4 2025 | Jan 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 15,143 | 249 | 0.02% | 0.03% | 900 | -281 | -1.82% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 15,100 | 248 | 0.01% | — | 904 | +15,100 | New | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 15,068 | 248 | 0.0% | 0.0% | 903 | -1,445 | -8.75% | Q4 2025 | Feb 11, 2026 |
| Calamos Wealth Management LLC | History | Added to | 15,062 | 248 | 0.01% | 0.01% | 902 | +57 | 0.38% | Q4 2025 | Jan 29, 2026 |
| Financial Plan, Inc. | History | New | 15,000 | 247 | 0.03% | — | 909 | +15,000 | New | Q4 2025 | Jan 28, 2026 |
| Apollon Financial, LLC | History | Added to | 15,000 | 247 | 0.04% | 0.03% | 906 | +4,000 | 36.36% | Q4 2025 | Jan 22, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 15,000 | 247 | 0.17% | 0.22% | 908 | -3,300 | -18.03% | Q4 2025 | Jan 27, 2026 |
| Rossby Financial, LCC | History | Reduced | 15,000 | 247 | 0.08% | 0.1% | 907 | -2,972 | -16.54% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 15,029 | 247 | 0.0% | 0.0% | 905 | +1,650 | 12.33% | Q4 2025 | Feb 09, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 14,960 | 246 | 0.13% | 0.14% | 910 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 14,881 | 245 | 0.02% | 0.02% | 911 | +5,689 | 61.89% | Q4 2025 | Jan 20, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 14,864 | 245 | 0.0% | 0.0% | 912 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CFO4Life Group, LLC | History | Added to | 14,847 | 244 | 0.03% | 0.04% | 913 | +212 | 1.45% | Q4 2025 | Feb 06, 2026 |
| Verdence Capital Advisors LLC | History | No change | 14,758 | 243 | 0.01% | 0.01% | 914 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 14,712 | 242 | 0.03% | 0.03% | 915 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Select Advisors, LLC | History | Reduced | 14,675 | 241 | 0.17% | 0.19% | 916 | -302 | -2.02% | Q4 2025 | Feb 10, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 14,590 | 240 | 0.02% | 0.03% | 917 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Prossimo Advisors, LLC | History | No change | 14,563 | 240 | 1.55% | 1.83% | 918 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 14,507 | 239 | 0.09% | 0.07% | 920 | +3,048 | 26.6% | Q4 2025 | Jan 23, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 13,210 | 239 | 0.03% | 0.03% | 919 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Redwood Family Wealth LLC | History | New | 14,433 | 238 | 0.23% | — | 924 | +14,433 | New | Q4 2025 | Mar 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 14,453 | 238 | 0.03% | 0.03% | 921 | -512 | -3.42% | Q4 2025 | Jan 26, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 13,034 | 238 | 0.32% | 0.31% | 923 | +238 | 1.86% | Q4 2025 | Feb 10, 2026 |
| Ellenbecker Investment Group | History | No change | 14,486 | 238 | 0.03% | 0.04% | 922 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Annex Advisory Services, LLC | History | New | 14,377 | 237 | 0.0% | — | 925 | +14,377 | New | Q4 2025 | Jan 26, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 14,390 | 237 | 0.04% | 0.05% | 926 | +100 | 0.7% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 14,272 | 235 | 0.0% | 0.0% | 927 | -8 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 14,185 | 233 | 0.15% | — | 930 | +14,185 | New | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 13,630 | 233 | 0.02% | 0.02% | 928 | -372 | -2.66% | Q4 2025 | Feb 13, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 14,156 | 233 | 0.11% | 0.11% | 929 | +84 | 0.6% | Q4 2025 | Jan 14, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 14,105 | 232 | 0.13% | 0.15% | 931 | -298 | -2.07% | Q4 2025 | Feb 17, 2026 |
| Gryphon Financial Partners LLC | History | New | 14,066 | 231 | 0.02% | — | 932 | +14,066 | New | Q4 2025 | Jan 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 13,928 | 230 | 0.01% | 0.01% | 933 | +1,944 | 16.22% | Q4 2025 | Feb 13, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 13,999 | 230 | 0.06% | 0.06% | 935 | +808 | 6.13% | Q4 2025 | Feb 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 13,978 | 230 | 0.03% | 0.03% | 934 | -380 | -2.65% | Q4 2025 | Feb 13, 2026 |
| VIAWEALTH, LLC | History | Added to | 13,970 | 230 | 0.13% | 0.13% | 936 | +268 | 1.96% | Q4 2025 | Feb 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 13,885 | 228 | 0.0% | 0.0% | 937 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 13,776 | 227 | 0.01% | 0.01% | 938 | +282 | 2.09% | Q4 2025 | Feb 12, 2026 |
| WEALTH EFFECTS LLC | History | No change | 13,814 | 227 | 0.07% | 0.08% | 939 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 13,733 | 226 | 0.06% | 0.07% | 940 | +53 | 0.39% | Q4 2025 | Feb 05, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 13,657 | 225 | 0.1% | 0.09% | 942 | +1,500 | 12.34% | Q4 2025 | Feb 02, 2026 |
| Family Manage LLC | History | No change | 13,664 | 225 | 0.03% | 0.03% | 941 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Helium Advisors LLC | History | Added to | 13,586 | 224 | 0.23% | 0.18% | 944 | +946 | 7.48% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 13,639 | 224 | 0.0% | 0.0% | 943 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Asset Advisory Group, Inc. | History | New | 13,558 | 223 | 0.11% | — | 947 | +13,558 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 13,541 | 223 | 0.01% | 0.01% | 946 | -242 | -1.76% | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 13,535 | 223 | 0.04% | 0.04% | 945 | +43 | 0.32% | Q4 2025 | Feb 12, 2026 |
| WT Wealth Management | History | Reduced | 13,520 | 222 | 0.06% | 0.2% | 949 | -26,449 | -66.17% | Q4 2025 | Feb 02, 2026 |
| Advisor Resource Council | History | New | 12,278 | 222 | 0.08% | — | 950 | +12,278 | New | Q4 2025 | Feb 10, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 13,490 | 222 | 0.14% | 0.14% | 948 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisory Alpha, LLC | History | New | 13,427 | 221 | 0.01% | — | 951 | +13,427 | New | Q4 2025 | Feb 06, 2026 |
| Trek Financial, LLC | History | Added to | 13,445 | 221 | 0.01% | 0.01% | 952 | +6 | 0.04% | Q4 2025 | Feb 04, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 13,360 | 220 | 0.02% | 0.02% | 953 | +27 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Atlas Brown,Inc. | History | New | 13,291 | 219 | 0.07% | — | 954 | +13,291 | New | Q4 2025 | Jan 09, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 13,299 | 219 | 0.16% | 0.15% | 955 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Herold Advisors, Inc. | History | No change | 13,320 | 219 | 0.05% | 0.05% | 956 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Formidable Asset Management, LLC | History | New | 12,757 | 218 | 0.03% | — | 959 | +12,757 | New | Q4 2025 | Jan 16, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 13,264 | 218 | 0.01% | 0.01% | 957 | +70 | 0.53% | Q4 2025 | Jan 23, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 13,263 | 218 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ruggiero Investments, Inc. | History | New | 13,200 | 217 | 0.2% | — | 963 | +13,200 | New | Q4 2025 | Feb 12, 2026 |
| Successful Portfolios LLC | History | Added to | 12,831 | 217 | 0.11% | 0.11% | 961 | +2,327 | 22.15% | Q4 2025 | Jan 23, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 13,194 | 217 | 0.02% | 0.02% | 960 | -1,320 | -9.09% | Q4 2025 | Feb 18, 2026 |
| Wolff Financial Management LLC | History | Added to | 13,216 | 217 | 0.05% | 0.05% | 962 | +23 | 0.17% | Q4 2025 | Feb 06, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 12,007 | 215 | 0.03% | 0.03% | 964 | +560 | 4.89% | Q4 2025 | Jan 28, 2026 |
| BWM Planning, LLC | History | Added to | 13,092 | 215 | 0.06% | 0.07% | 966 | +246 | 1.91% | Q4 2025 | Jan 14, 2026 |
| Calydon Capital | History | No change | 13,071 | 215 | 0.04% | 0.04% | 965 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 12,989 | 214 | 0.14% | 0.28% | 968 | -12,113 | -48.26% | Q4 2025 | Feb 04, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 12,974 | 214 | 0.01% | 0.01% | 967 | +36 | 0.28% | Q4 2025 | Feb 10, 2026 |
| Ruggaard & Associates LLC | History | No change | 12,987 | 214 | 0.08% | 0.08% | 969 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 12,913 | 213 | 0.17% | 0.18% | 970 | +119 | 0.93% | Q4 2025 | Feb 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 12,914 | 212 | 0.01% | — | 971 | +12,914 | New | Q4 2025 | Jan 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 12,893 | 212 | 0.02% | 0.03% | 972 | -8,002 | -38.3% | Q4 2025 | Feb 12, 2026 |
| Busey Bank | History | New | 12,816 | 211 | 0.01% | — | 973 | +12,816 | New | Q4 2025 | Jan 27, 2026 |
| Marks Wealth, LLC | History | Added to | 12,560 | 207 | 0.07% | 0.06% | 975 | +560 | 4.67% | Q4 2025 | Feb 02, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 12,600 | 207 | 0.08% | 0.1% | 974 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 12,512 | 206 | 0.02% | 0.02% | 976 | -3,304 | -20.89% | Q4 2025 | Jan 23, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 12,544 | 206 | 0.0% | 0.01% | 978 | -287 | -2.24% | Q4 2025 | Feb 03, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 12,500 | 206 | 0.02% | 0.02% | 977 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 12,529 | 206 | 0.06% | 0.06% | 979 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 12,468 | 205 | 0.11% | 0.12% | 980 | +240 | 1.96% | Q4 2025 | Jan 29, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 12,416 | 204 | 0.02% | 0.02% | 982 | +1,536 | 14.12% | Q4 2025 | Feb 10, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 12,400 | 204 | 0.19% | 0.22% | 981 | -1,500 | -10.79% | Q4 2025 | Feb 09, 2026 |
| Rydar Equities, Inc. | History | Added to | 12,425 | 204 | 0.16% | 0.17% | 984 | +239 | 1.96% | Q4 2025 | Jan 21, 2026 |
| Centurion Wealth Management LLC | History | No change | 12,397 | 204 | 0.04% | 0.05% | 983 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| First Trust Capital Management L.P. | History | Added to | 12,346 | 203 | 0.01% | 0.01% | 985 | +319 | 2.65% | Q4 2025 | Feb 13, 2026 |
| POTENTIA WEALTH | History | No change | 12,318 | 203 | 0.07% | 0.08% | 986 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 12,305 | 202 | 0.0% | 0.0% | 987 | -480 | -3.75% | Q4 2025 | Feb 17, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 12,300 | 202 | 0.01% | 0.01% | 988 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | No change | 12,290 | 202 | 0.02% | 0.02% | 989 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 12,116 | 199 | 0.03% | 0.04% | 990 | -834 | -6.44% | Q4 2025 | Jan 26, 2026 |
| Investment Research Partners LLC | History | Reduced | 12,112 | 199 | 0.09% | 0.09% | 991 | -61 | -0.5% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Reduced | 12,022 | 198 | 0.02% | 0.04% | 992 | -10,265 | -46.06% | Q4 2025 | Feb 11, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 12,030 | 198 | 0.06% | 0.06% | 993 | +231 | 1.96% | Q4 2025 | Jan 13, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 10,738 | 197 | 0.05% | 0.05% | 996 | +200 | 1.9% | Q4 2025 | Feb 05, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 12,004 | 197 | 0.07% | 0.07% | 994 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 12,000 | 197 | 0.06% | 0.06% | 995 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Amplify Investments, LLC | History | Added to | 11,339 | 195 | 4.51% | 4.07% | 998 | +2,001 | 21.43% | Q4 2025 | Feb 02, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 11,860 | 195 | 0.09% | 0.09% | 999 | +1,750 | 17.31% | Q4 2025 | Jan 09, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 11,850 | 195 | 0.05% | 0.05% | 997 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Added to | 11,777 | 194 | 0.15% | 0.16% | 1001 | +171 | 1.47% | Q4 2025 | Feb 09, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 11,796 | 194 | 0.06% | 0.06% | 1000 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | New | 11,600 | 191 | 0.04% | — | 1002 | +11,600 | New | Q4 2025 | Feb 12, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 11,624 | 191 | 0.05% | 0.05% | 1003 | +177 | 1.55% | Q4 2025 | Jan 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 11,539 | 190 | 0.05% | 0.07% | 1004 | -2,865 | -19.89% | Q4 2025 | Jan 07, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 11,521 | 189 | 0.01% | 0.01% | 1005 | -1,152 | -9.09% | Q4 2025 | Jan 09, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 11,500 | 189 | 0.03% | 0.03% | 1006 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Veery Capital, LLC | History | No change | 11,500 | 189 | 0.06% | 0.06% | 1007 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 11,408 | 188 | 0.04% | 0.04% | 1009 | +218 | 1.95% | Q4 2025 | Feb 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 11,402 | 188 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 11,346 | 187 | 0.02% | 0.02% | 1010 | -872 | -7.14% | Q4 2025 | Jan 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 11,279 | 185 | 0.01% | 0.02% | 1011 | +300 | 2.73% | Q4 2025 | Jan 09, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 11,086 | 182 | 0.04% | 0.05% | 1013 | +213 | 1.96% | Q4 2025 | Feb 05, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 11,061 | 182 | 0.03% | 0.03% | 1012 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 10,642 | 182 | 0.06% | 0.06% | 1014 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 10,997 | 181 | 0.04% | 0.04% | 1015 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 10,924 | 180 | 0.0% | — | 1016 | +10,924 | New | Q4 2025 | Feb 17, 2026 |
| CNB Bank | History | Added to | 10,900 | 179 | 0.07% | 0.06% | 1017 | +2,500 | 29.76% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 10,800 | 178 | 0.0% | 0.01% | 1020 | -1,676 | -13.43% | Q4 2025 | Feb 17, 2026 |
| Freedom Day Solutions, LLC | History | Reduced | 10,801 | 178 | 0.05% | 0.05% | 1019 | -800 | -6.9% | Q4 2025 | Feb 04, 2026 |
| L & S Advisors Inc | History | No change | 10,814 | 178 | 0.02% | 0.02% | 1018 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 10,692 | 176 | 0.02% | — | 1022 | +10,692 | New | Q4 2025 | Jan 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 10,707 | 176 | 0.02% | 0.03% | 1021 | +911 | 9.3% | Q4 2025 | Jan 23, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 10,624 | 175 | 0.02% | 0.02% | 1024 | +110 | 1.05% | Q4 2025 | Feb 13, 2026 |
| McCarthy Asset Management, Inc. | History | Added to | 10,620 | 175 | 0.09% | 0.12% | 1025 | +30 | 0.28% | Q4 2025 | Feb 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 10,670 | 175 | 0.01% | 0.01% | 1023 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 10,580 | 174 | 0.05% | 0.04% | 1026 | +35 | 0.33% | Q4 2025 | Jan 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 10,500 | 173 | 0.03% | — | 1027 | +10,500 | New | Q4 2025 | Feb 02, 2026 |
| Altus Wealth Group LLC | History | Added to | 10,510 | 173 | 0.07% | 0.07% | 1028 | +100 | 0.96% | Q4 2025 | Feb 13, 2026 |
| London & Capital Asset Management Ltd | History | New | 10,400 | 171 | 0.0% | — | 1030 | +10,400 | New | Q4 2025 | Feb 17, 2026 |
| Naviter Wealth, LLC | History | New | 10,396 | 171 | 0.02% | — | 1032 | +10,396 | New | Q4 2025 | Jan 21, 2026 |
| Pursuit Wealth Management LLC | History | New | 10,392 | 171 | 0.15% | — | 1033 | +10,392 | New | Q4 2025 | Jan 26, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 10,396 | 171 | 0.07% | 0.07% | 1029 | +390 | 3.9% | Q4 2025 | Jan 30, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 10,409 | 171 | 0.04% | 0.05% | 1031 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 10,362 | 170 | 0.0% | 0.0% | 1034 | -6,947 | -40.14% | Q4 2025 | Feb 12, 2026 |
| EPG Wealth Management LLC | History | Added to | 10,320 | 170 | 0.05% | 0.05% | 1036 | +180 | 1.78% | Q4 2025 | Jan 28, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 10,350 | 170 | 0.01% | 0.01% | 1035 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Old North State Trust, LLC | History | New | 10,240 | 169 | 0.1% | — | 1038 | +10,240 | New | Q4 2025 | Mar 24, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 10,250 | 169 | 0.06% | 0.07% | 1039 | -650 | -5.96% | Q4 2025 | Jan 26, 2026 |
| CITY HOLDING CO | History | No change | 10,262 | 169 | 0.02% | 0.02% | 1037 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 10,214 | 168 | 0.0% | 0.01% | 1040 | -9,872 | -49.15% | Q4 2025 | Feb 04, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 10,203 | 168 | 0.06% | 0.09% | 1042 | -2,746 | -21.21% | Q4 2025 | Apr 21, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 10,198 | 168 | 0.05% | 0.05% | 1041 | +11 | 0.11% | Q4 2025 | Jan 20, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 10,166 | 167 | 0.06% | 0.07% | 1043 | -1,852 | -15.41% | Q4 2025 | Jan 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 10,095 | 166 | 0.02% | — | 1044 | +10,095 | New | Q4 2025 | Jan 20, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 10,083 | 166 | 0.05% | 0.05% | 1045 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 10,039 | 165 | 0.0% | — | 1048 | +10,039 | New | Q4 2025 | Feb 02, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 10,000 | 165 | 0.15% | — | 1049 | +10,000 | New | Q4 2025 | Mar 31, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 10,026 | 165 | 0.01% | 0.01% | 1046 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 10,010 | 165 | 0.13% | 0.14% | 1047 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 9,975 | 164 | 0.04% | 0.05% | 1050 | -104 | -1.03% | Q4 2025 | Feb 17, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 10,001 | 164 | 0.07% | 0.07% | 1051 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 10,000 | 164 | 0.06% | 0.07% | 1052 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Operose Advisors LLC | History | No change | 9,556 | 157 | 0.04% | 0.04% | 1053 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Orion Capital Management LLC | History | Added to | 9,309 | 153 | 0.05% | 0.05% | 1054 | +179 | 1.96% | Q4 2025 | Feb 03, 2026 |
| Bank of New Hampshire | History | New | 9,180 | 151 | 0.03% | — | 1055 | +9,180 | New | Q4 2025 | Mar 16, 2026 |
| Fairman Group, LLC | History | No change | 9,150 | 150 | 0.12% | 0.13% | 1056 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arlington Trust Co LLC | History | Reduced | 8,935 | 147 | 0.01% | 0.03% | 1057 | -500 | -5.3% | Q4 2025 | Jan 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 8,785 | 144 | 0.02% | 0.02% | 1058 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| American Capital Advisory, LLC | History | Added to | 8,695 | 143 | 0.06% | 0.07% | 1059 | +200 | 2.35% | Q4 2025 | Jan 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 8,400 | 138 | 0.03% | 0.03% | 1060 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 8,245 | 136 | 0.0% | 0.0% | 1061 | +5,464 | 196.48% | Q4 2025 | Feb 02, 2026 |
| Planning Project LLC | History | New | 8,245 | 135 | 0.03% | — | 1062 | +8,245 | New | Q4 2025 | Feb 12, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 8,140 | 134 | 0.04% | — | 1063 | +8,140 | New | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | Added to | 8,124 | 133 | 0.02% | 0.02% | 1064 | +156 | 1.96% | Q4 2025 | Jan 29, 2026 |
| Nemes Rush Group LLC | History | No change | 7,729 | 127 | 0.01% | 0.01% | 1065 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MOTCO | History | Reduced | 7,325 | 120 | 0.01% | 0.02% | 1066 | -2,500 | -25.45% | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 7,078 | 116 | 0.06% | 0.03% | 1067 | +3,078 | 76.95% | Q4 2025 | Feb 18, 2026 |
| Security National Bank | History | Added to | 6,996 | 115 | 0.02% | 0.0% | 1068 | +6,596 | 1649.0% | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6,983 | 115 | 0.01% | 0.02% | 1069 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 6,948 | 114 | 0.04% | 0.04% | 1070 | -585 | -7.77% | Q4 2025 | Jan 08, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 6,964 | 114 | 0.04% | 0.04% | 1071 | +267 | 3.99% | Q4 2025 | Jan 07, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 6,681 | 110 | 0.01% | 0.01% | 1072 | +4,300 | 180.6% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 6,548 | 107 | 0.0% | — | 1073 | +6,548 | New | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | Reduced | 6,440 | 106 | 0.01% | 0.01% | 1074 | -3,278 | -33.73% | Q4 2025 | Feb 11, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 6,257 | 103 | 0.01% | 0.01% | 1075 | +232 | 3.85% | Q4 2025 | Jan 27, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 75,470 | 100 | 0.02% | 0.04% | 1076 | -142,936 | -65.45% | Q4 2025 | Jan 20, 2026 |
| Solstein Capital, LLC | History | Reduced | 5,927 | 97 | 0.04% | 0.08% | 1077 | -14,985 | -71.66% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5,928 | 97 | 0.01% | — | 1078 | +5,928 | New | Q4 2025 | Feb 09, 2026 |
| Founders Capital Management | History | Added to | 5,805 | 95 | 0.05% | 0.05% | 1079 | +533 | 10.11% | Q4 2025 | Jan 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 5,756 | 94 | 0.02% | 0.03% | 1080 | -1,329 | -18.76% | Q4 2025 | Feb 27, 2026 |
| BankPlus Trust Department | History | No change | 5,671 | 93 | 0.02% | 0.03% | 1081 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Hilltop National Bank | History | No change | 5,584 | 92 | 0.02% | 0.02% | 1082 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Hara Capital LLC | History | No change | 5,495 | 90 | 0.05% | 0.06% | 1083 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CVA Family Office, LLC | History | Reduced | 5,435 | 89 | 0.01% | 0.22% | 1085 | -95,918 | -94.64% | Q4 2025 | Jan 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 5,432 | 89 | 0.0% | 0.0% | 1084 | +81 | 1.51% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,333 | 87 | 0.0% | 0.0% | 1086 | +1,137 | 27.1% | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 5,270 | 86 | 0.05% | — | 1087 | +5,270 | New | Q4 2025 | Feb 18, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 5,162 | 85 | 0.03% | 0.06% | 1088 | -6,590 | -56.08% | Q4 2025 | Feb 03, 2026 |
| Heritage Wealth Advisors | History | No change | 5,100 | 84 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 5,054 | 83 | 0.0% | 0.0% | 1090 | -4,230 | -45.56% | Q4 2025 | Jan 23, 2026 |
| ZAZOVE ASSOCIATES LLC | History | No change | 5,000 | 82 | 0.01% | 0.01% | 1091 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Citizens National Bank Trust Department | History | No change | 5,000 | 82 | 0.01% | 0.02% | 1092 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mechanics Financial Corp | History | No change | 5,000 | 82 | 0.03% | 0.03% | 1093 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ATWOOD & PALMER INC | History | No change | 4,822 | 79 | 0.0% | 0.0% | 1094 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Estabrook Capital Management | History | No change | 4,451 | 73 | 0.01% | 0.01% | 1095 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Frankly Finances, LLC | History | New | 4,250 | 70 | 0.06% | — | 1096 | +4,250 | New | Q4 2025 | Jan 26, 2026 |
| McIlrath & Eck, LLC | History | Added to | 4,223 | 69 | 0.01% | 0.01% | 1097 | +210 | 5.23% | Q4 2025 | Feb 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 4,170 | 68 | 0.0% | 0.0% | 1098 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Lummis Asset Management, LP | History | No change | 4,070 | 67 | 0.04% | 0.05% | 1099 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GODSEY & GIBB, INC | History | Added to | 4,053 | 66 | 0.01% | 0.0% | 1100 | +2,053 | 102.65% | Q4 2025 | Jan 27, 2026 |
| MidFirst Bank | History | New | 4,000 | 65 | 0.01% | — | 1104 | +4,000 | New | Q4 2025 | Feb 25, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 3,922 | 65 | 0.01% | 0.01% | 1101 | +76 | 1.98% | Q4 2025 | Jan 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 3,971 | 65 | 0.0% | 0.0% | 1103 | +41 | 1.04% | Q4 2025 | Jan 08, 2026 |
| WFA of San Diego, LLC | History | No change | 4,000 | 65 | 0.05% | 0.05% | 1102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 3,935 | 64 | 0.04% | 0.04% | 1105 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 3,867 | 63 | 0.0% | 0.0% | 1106 | -250 | -6.07% | Q4 2025 | Jan 27, 2026 |
| Colonial Trust Advisors | History | No change | 3,840 | 63 | 0.0% | 0.01% | 1107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | Reduced | 3,798 | 62 | 0.0% | 0.01% | 1108 | -896 | -19.09% | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | No change | 3,721 | 61 | 0.0% | 0.0% | 1109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,614 | 59 | 0.0% | 0.0% | 1110 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 3,600 | 59 | 0.01% | 0.01% | 1111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merited Wealth, LLC | History | New | 3,550 | 58 | 0.05% | — | 1112 | +3,550 | New | Q4 2025 | Mar 26, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 3,418 | 56 | 0.04% | — | 1116 | +3,418 | New | Q4 2025 | Mar 05, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 3,428 | 56 | 0.01% | 0.02% | 1113 | -1,954 | -36.31% | Q4 2025 | Jan 05, 2026 |
| American Wealth Advisors, LLC | History | Added to | 3,419 | 56 | 0.05% | 0.06% | 1115 | +66 | 1.97% | Q4 2025 | Jan 26, 2026 |
| Dunhill Financial, LLC | History | No change | 3,454 | 56 | 0.01% | 0.02% | 1114 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 3,275 | 54 | 0.05% | 0.05% | 1118 | -26,112 | -88.86% | Q4 2025 | Feb 06, 2026 |
| Manchester Capital Management LLC | History | No change | 3,328 | 54 | 0.01% | 0.01% | 1117 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | Reduced | 3,167 | 52 | 0.0% | 0.01% | 1119 | -10,564 | -76.94% | Q4 2025 | Feb 09, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 3,125 | 52 | 0.01% | 0.02% | 1122 | -2,010 | -39.14% | Q4 2025 | Jan 12, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 3,159 | 52 | 0.02% | 0.02% | 1121 | +42 | 1.35% | Q4 2025 | Jan 28, 2026 |
| Scarborough Advisors, LLC | History | Added to | 3,160 | 52 | 0.01% | 0.01% | 1123 | +24 | 0.77% | Q4 2025 | Feb 17, 2026 |
| Community Bank, N.A. | History | No change | 3,200 | 52 | 0.01% | 0.01% | 1120 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TSFG, LLC | History | Added to | 3,107 | 51 | 0.01% | 0.01% | 1124 | +38 | 1.24% | Q4 2025 | Feb 04, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 3,075 | 50 | 0.0% | 0.0% | 1126 | -1,600 | -34.22% | Q4 2025 | Jan 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 3,068 | 50 | 0.0% | 0.0% | 1125 | +59 | 1.96% | Q4 2025 | Jan 21, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 2,964 | 48 | 0.01% | 0.0% | 1127 | +1,964 | 196.4% | Q4 2025 | Jan 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 2,851 | 47 | 0.01% | — | 1128 | +2,851 | New | Q4 2025 | Feb 05, 2026 |
| United Community Bank | History | No change | 2,888 | 47 | 0.02% | 0.02% | 1129 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quattro Advisors LLC | History | New | 2,761 | 45 | 0.04% | — | 1132 | +2,761 | New | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | Reduced | 2,750 | 45 | 0.03% | 0.05% | 1131 | -1,038 | -27.4% | Q4 2025 | Feb 18, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 2,778 | 45 | 0.03% | 0.03% | 1130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 2,691 | 44 | 0.0% | 0.0% | 1133 | +28 | 1.05% | Q4 2025 | Jan 28, 2026 |
| Caldwell Trust Co | History | Reduced | 2,627 | 43 | 0.0% | 0.0% | 1137 | -395 | -13.07% | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,636 | 43 | 0.0% | 0.01% | 1134 | -282 | -9.66% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | Added to | 2,616 | 43 | 0.01% | 0.01% | 1136 | +50 | 1.95% | Q4 2025 | Feb 09, 2026 |
| Core Alternative Capital | History | No change | 2,657 | 43 | 0.01% | 0.01% | 1135 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,600 | 42 | 0.01% | 0.01% | 1138 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tidemark, LLC | History | Added to | 2,506 | 41 | 0.01% | 0.01% | 1139 | +124 | 5.21% | Q4 2025 | Feb 10, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 2,456 | 40 | 0.03% | 0.75% | 1140 | -46,032 | -94.93% | Q4 2025 | Feb 09, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 2,486 | 40 | 0.02% | 0.02% | 1141 | +126 | 5.34% | Q4 2025 | Feb 23, 2026 |
| ALERUS FINANCIAL NA | History | No change | 2,400 | 39 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Freedom, LLC | History | No change | 2,416 | 39 | 0.02% | 0.02% | 1143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 2,406 | 39 | 0.02% | 0.02% | 1144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,351 | 38 | 0.02% | 0.01% | 1146 | +964 | 69.5% | Q4 2025 | Feb 11, 2026 |
| SRH ADVISORS, LLC | History | No change | 2,325 | 38 | 0.01% | 0.01% | 1145 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Navalign, LLC | History | New | 2,273 | 37 | 0.01% | — | 1148 | +2,273 | New | Q4 2025 | Feb 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,270 | 37 | 0.0% | 0.0% | 1147 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| High Note Wealth, LLC | History | No change | 2,200 | 36 | 0.01% | 0.01% | 1149 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,211 | 36 | 0.01% | 0.01% | 1150 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | No change | 2,000 | 32 | 0.0% | 0.0% | 1151 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2,000 | 32 | 0.0% | 0.0% | 1152 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Trust Co | History | No change | 2,000 | 32 | 0.0% | 0.0% | 1153 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pacific Center for Financial Services | History | No change | 1,920 | 32 | 0.01% | 0.01% | 1154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,927 | 31 | 0.01% | — | 1157 | +1,927 | New | Q4 2025 | Feb 17, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 1,920 | 31 | 0.02% | — | 1158 | +1,920 | New | Q4 2025 | Feb 10, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 1,900 | 31 | 0.0% | 0.0% | 1155 | +500 | 35.71% | Q4 2025 | Feb 09, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 1,901 | 31 | 0.03% | 0.03% | 1156 | +37 | 1.98% | Q4 2025 | Jan 22, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 1,850 | 30 | 0.0% | 0.01% | 1160 | -2,025 | -52.26% | Q4 2025 | Jan 20, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,844 | 30 | 0.0% | 0.0% | 1159 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,648 | 27 | 0.0% | 0.0% | 1161 | +625 | 61.09% | Q4 2025 | Jan 20, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Added to | 1,600 | 26 | 0.01% | 0.01% | 1162 | +600 | 60.0% | Q4 2025 | Feb 06, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 1,603 | 26 | 0.01% | 0.01% | 1163 | +31 | 1.97% | Q4 2025 | Feb 13, 2026 |
| Basepoint Wealth LLC | History | New | 1,500 | 24 | 0.01% | — | 1168 | +1,500 | New | Q4 2025 | Feb 10, 2026 |
| CURIO WEALTH, LLC | History | New | 1,494 | 24 | 0.01% | — | 1166 | +1,494 | New | Q4 2025 | Feb 11, 2026 |
| Financial Connections Group, Inc. | History | Added to | 1,475 | 24 | 0.01% | 0.01% | 1165 | +28 | 1.94% | Q4 2025 | Jan 23, 2026 |
| Sawyer & Company, Inc | History | No change | 1,500 | 24 | 0.01% | 0.01% | 1164 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,500 | 24 | 0.01% | 0.01% | 1167 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 1,385 | 22 | 0.01% | 0.01% | 1169 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ESL Trust Services, LLC | History | No change | 1,391 | 22 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 1,313 | 21 | 0.02% | 0.02% | 1172 | +2 | 0.15% | Q4 2025 | Jan 26, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,332 | 21 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Advocate Investing Services LLC | History | New | 1,218 | 20 | 0.02% | — | 1177 | +1,218 | New | Q4 2025 | Feb 12, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 1,256 | 20 | 0.0% | 0.01% | 1174 | -813 | -39.29% | Q4 2025 | Jan 21, 2026 |
| Asset Dedication, LLC | History | No change | 1,250 | 20 | 0.0% | 0.0% | 1173 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,235 | 20 | 0.01% | 0.01% | 1175 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Boreal Capital Management LLC | History | No change | 1,252 | 20 | 0.02% | 0.02% | 1176 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PMV Capital Advisers, LLC | History | New | 1,159 | 19 | 0.03% | — | 1181 | +1,159 | New | Q4 2025 | Jan 08, 2026 |
| BLUELINE ADVISORS LLC | History | New | 1,158 | 19 | 0.02% | — | 1182 | +1,158 | New | Q4 2025 | Feb 10, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 1,195 | 19 | 0.01% | 0.01% | 1178 | -597 | -33.31% | Q4 2025 | Jan 26, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,210 | 19 | 0.0% | 0.0% | 1179 | +11 | 0.92% | Q4 2025 | Jan 27, 2026 |
| Colonial Trust Co / SC | History | No change | 1,192 | 19 | 0.0% | 0.0% | 1180 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 1,104 | 18 | 0.02% | — | 1184 | +1,104 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,125 | 18 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,060 | 17 | 0.0% | 0.01% | 1185 | -8,324 | -88.7% | Q4 2025 | Jan 14, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 1,038 | 17 | 0.01% | 0.01% | 1186 | +19 | 1.86% | Q4 2025 | Jan 30, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,000 | 16 | 0.0% | 0.0% | 1187 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TD Capital Management LLC | History | No change | 1,018 | 16 | 0.0% | 0.0% | 1188 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 1,024 | 16 | 0.01% | 0.01% | 1189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | No change | 1,000 | 16 | 0.0% | 0.0% | 1190 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 1,000 | 16 | 0.01% | 0.01% | 1191 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 1,000 | 16 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,000 | 16 | 0.0% | 0.0% | 1193 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 900 | 14 | 0.01% | — | 1197 | +900 | New | Q4 2025 | Jan 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 842 | 14 | 0.01% | — | 1196 | +842 | New | Q4 2025 | Feb 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 882 | 14 | 0.01% | 0.02% | 1195 | +3 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 849 | 14 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 810 | 13 | 0.0% | 0.0% | 1199 | -1,902 | -70.13% | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 841 | 13 | 0.0% | — | 1201 | +841 | New | Q4 2025 | Mar 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 828 | 13 | 0.0% | — | 1198 | +828 | New | Q4 2025 | Jan 20, 2026 |
| Archer Investment Corp | History | Added to | 800 | 13 | 0.0% | 0.0% | 1200 | +120 | 17.65% | Q4 2025 | Jan 30, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 843 | 13 | 0.01% | 0.01% | 1202 | +11 | 1.32% | Q4 2025 | Jan 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 800 | 13 | 0.01% | 0.01% | 1203 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Crewe Advisors LLC | History | Reduced | 753 | 12 | 0.0% | 0.0% | 1204 | -20 | -2.59% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 768 | 12 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 666 | 10 | 0.0% | — | 1206 | +666 | New | Q4 2025 | Feb 13, 2026 |
| SWAN Capital LLC | History | Reduced | 638 | 10 | 0.0% | 0.0% | 1208 | -36 | -5.34% | Q4 2025 | Feb 12, 2026 |
| Transce3nd, LLC | History | Reduced | 575 | 10 | 0.08% | 0.07% | 1209 | -30 | -4.96% | Q4 2025 | Feb 06, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 630 | 10 | 0.0% | 0.0% | 1207 | +13 | 2.11% | Q4 2025 | Feb 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 600 | 9 | 0.0% | — | 1210 | +600 | New | Q4 2025 | Jan 30, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 592 | 9 | 0.0% | 0.0% | 1211 | +11 | 1.89% | Q4 2025 | Feb 02, 2026 |
| Compass Financial Services Inc | History | Added to | 588 | 9 | 0.0% | 0.0% | 1212 | +11 | 1.91% | Q4 2025 | Feb 27, 2026 |
| Signature Equity Partners, LLC | History | New | 500 | 8 | 0.0% | — | 1214 | +500 | New | Q4 2025 | Feb 17, 2026 |
| CrossGen Wealth, LLC | History | New | 500 | 8 | 0.01% | — | 1215 | +500 | New | Q4 2025 | Feb 19, 2026 |
| PFS Partners, LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 1213 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Centerpoint Advisors, LLC | History | No change | 434 | 7 | 0.0% | 0.0% | 1216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pasadena Private Wealth, LLC | History | New | 3,000 | 6 | 0.0% | — | 1217 | +3,000 | New | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | New | 382 | 6 | 0.0% | — | 1218 | +382 | New | Q4 2025 | Jan 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 384 | 6 | 0.0% | 0.01% | 1219 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 324 | 5 | 0.0% | — | 1224 | +324 | New | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 336 | 5 | 0.0% | 0.0% | 1221 | +6 | 1.82% | Q4 2025 | Jan 08, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 330 | 5 | 0.0% | 0.0% | 1223 | -1 | -0.3% | Q4 2025 | Jan 21, 2026 |
| BESSEMER GROUP INC | History | No change | 278 | 5 | 0.0% | 0.0% | 1220 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 336 | 5 | 0.0% | 0.0% | 1222 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Motiv8 Investments LLC | History | New | 258 | 4 | 0.0% | — | 1228 | +258 | New | Q4 2025 | Feb 13, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 253 | 4 | 0.0% | 0.0% | 1225 | +5 | 2.02% | Q4 2025 | Jan 08, 2026 |
| Covestor Ltd | History | Reduced | 265 | 4 | 0.0% | 0.0% | 1227 | -1 | -0.38% | Q4 2025 | Feb 06, 2026 |
| Costello Asset Management, INC | History | No change | 294 | 4 | 0.0% | 0.0% | 1226 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Millstone Evans Group, LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 1229 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 200 | 3 | 0.0% | 0.0% | 1234 | -218 | -52.15% | Q4 2025 | Feb 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 204 | 3 | 0.0% | — | 1235 | +204 | New | Q4 2025 | Feb 10, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | New | 203 | 3 | 0.0% | — | 1230 | +203 | New | Q4 2025 | Jan 22, 2026 |
| Penserra Capital Management LLC | History | Reduced | 210 | 3 | 0.0% | 0.0% | 1231 | -6 | -2.78% | Q4 2025 | Feb 12, 2026 |
| CKW FINANCIAL GROUP | History | No change | 200 | 3 | 0.0% | 0.0% | 1232 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Independence Bank of Kentucky | History | No change | 200 | 3 | 0.0% | 0.0% | 1233 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sunrise Financial Services, LLC | History | New | 128 | 2 | 0.0% | — | 1238 | +128 | New | Q4 2025 | Feb 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 163 | 2 | 0.0% | 0.0% | 1237 | -12 | -6.86% | Q4 2025 | Feb 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 180 | 2 | 0.0% | 0.0% | 1236 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 116 | 1 | 0.0% | 0.0% | 1240 | -300 | -72.12% | Q4 2025 | Jan 14, 2026 |
| Kingdom Financial Group LLC. | History | New | 119 | 1 | 0.0% | — | 1244 | +119 | New | Q4 2025 | Feb 06, 2026 |
| Bangor Savings Bank | History | New | 70 | 1 | 0.0% | — | 1239 | +70 | New | Q4 2025 | Jan 16, 2026 |
| Triumph Capital Management | History | New | 64 | 1 | 0.0% | — | 1241 | +64 | New | Q4 2025 | Feb 12, 2026 |
| Truvestments Capital LLC | History | Added to | 116 | 1 | 0.0% | 0.0% | 1242 | +2 | 1.75% | Q4 2025 | Feb 13, 2026 |
| Pacifica Partners Inc. | History | No change | 75 | 1 | 0.0% | 0.0% | 1243 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Raiffeisen Bank International AG | History | No change | 116 | 1 | 0.0% | 0.0% | 1245 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.03% | — | -960,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -958,857 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -924,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | Closed out | 0 | 0 | — | 0.0% | — | -600,000 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Granby Capital Management, LLC | History | Closed out | 0 | 0 | — | 3.64% | — | -400,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Closed out | 0 | 0 | — | 1.77% | — | -279,129 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -213,801 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -149,668 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Taconic Capital Advisors LP | History | Closed out | 0 | 0 | — | 1.07% | — | -100,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -99,398 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Ulysses Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -75,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -68,223 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Senator Investment Group LP | History | Closed out | 0 | 0 | — | 0.04% | — | -64,203 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -55,552 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PYA Waltman Capital, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -49,140 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -47,130 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.12% | — | -40,760 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -40,274 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,540 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -38,263 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.08% | — | -35,519 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -34,704 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cannon Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.37% | — | -32,900 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -32,755 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AIRE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -31,408 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clark Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -30,825 | -100.0% | Q3 2025 | Oct 20, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,937 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,868 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,324 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PURSUE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -26,029 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -26,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Partners Group Holding AG | History | Closed out | 0 | 0 | — | 0.02% | — | -25,810 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -24,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Breakwater Capital Group | History | Closed out | 0 | 0 | — | 0.06% | — | -22,382 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Aspen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -20,663 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -20,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Xcel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -19,150 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -18,608 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Rinkey Investments | History | Closed out | 0 | 0 | — | 0.08% | — | -17,426 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Chicago Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,041 | -100.0% | Q3 2025 | Oct 22, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -15,956 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Signature Wealth Management Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -15,557 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.1% | — | -15,500 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,156 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Winthrop Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,985 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Hollow Brook Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,470 | -100.0% | Q3 2025 | Nov 14, 2025 |
| THOMPSON DAVIS & CO., INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -14,000 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,824 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,575 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SHUFRO ROSE & CO LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,028 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,003 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,904 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Kaizen Financial Strategies | History | Closed out | 0 | 0 | — | 0.1% | — | -12,609 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,534 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,367 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Madrona Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,274 | -100.0% | Q3 2025 | Oct 22, 2025 |
| EVERETT HARRIS & CO /CA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -10,697 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,326 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arrow Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -10,268 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Key Client Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,252 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Scissortail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,184 | -100.0% | Q3 2025 | Oct 29, 2025 |
| FIRST NATIONAL TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -10,141 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Prosperitas Financial LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,078 | -100.0% | Q3 2025 | Oct 27, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,621 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,347 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,352 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.02% | — | -7,249 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,345 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,858 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,233 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -3,020 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,899 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,867 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -1,999 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,705 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -1,598 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -748 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -516 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.0% | — | -384 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Pflug Koory, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Center for Financial Planning, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 05, 2026 |
| MSRH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Apr 06, 2026 |
| Abound Wealth Management | History | No change | 59 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 60 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |