Eaton Vance Tax-Advantaged Global Dividend Income Fund - ETG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 24 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,631,728 | 60,792 | 0.0% | 0.0% | 1 | +94,796 | 3.74% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 2,265,176 | 52,325 | 0.01% | 0.01% | 2 | -6,392 | -0.28% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,302,773 | 30,094 | 0.0% | 0.0% | 3 | -31,984 | -2.4% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisors, LLC | History | Reduced | 859,911 | 19,863 | 0.66% | 0.83% | 4 | -335,256 | -28.05% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 719,437 | 16,618 | 0.0% | 0.0% | 5 | +31,413 | 4.57% | Q4 2025 | Feb 13, 2026 |
| McGowan Group Asset Management, Inc. | History | Reduced | 623,768 | 14,409 | 1.79% | 1.63% | 6 | -218 | -0.03% | Q4 2025 | Jan 29, 2026 |
| Karpus Management, Inc. | History | Reduced | 417,229 | 9,637 | 0.3% | 0.41% | 7 | -195,965 | -31.96% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 369,703 | 8,540 | 0.0% | 0.0% | 8 | +8,665 | 2.4% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 350,477 | 8,096 | 0.0% | 0.0% | 9 | +89,936 | 34.52% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 319,086 | 7,370 | 0.0% | 0.0% | 10 | +110,350 | 52.87% | Q4 2025 | Feb 18, 2026 |
| Heron Bay Capital Management | History | Reduced | 312,034 | 7,207 | 1.37% | 1.24% | 11 | -1,589 | -0.51% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 285,822 | 6,602 | 0.0% | — | 12 | +285,822 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 222,231 | 5,133 | 0.03% | 0.03% | 13 | +13,009 | 6.22% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 189,918 | 4,387 | 0.0% | 0.0% | 14 | -794 | -0.42% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 182,907 | 4,225 | 0.01% | 0.01% | 15 | -137 | -0.07% | Q4 2025 | Feb 11, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 169,720 | 3,920 | 0.07% | 0.08% | 16 | -53,656 | -24.02% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 167,722 | 3,874 | 0.03% | 0.04% | 17 | -62,035 | -27.0% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 148,868 | 3,439 | 0.01% | 0.01% | 18 | -44,000 | -22.81% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 148,028 | 3,419 | 0.01% | 0.01% | 19 | +8,791 | 6.31% | Q4 2025 | Mar 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 128,033 | 2,957 | 0.0% | 0.01% | 20 | -69,337 | -35.13% | Q4 2025 | Feb 12, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 121,744 | 2,812 | 0.72% | 0.72% | 21 | -5,100 | -4.02% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 119,625 | 2,763 | 0.1% | 0.06% | 22 | +35,807 | 42.72% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 114,742 | 2,650 | 0.01% | 0.01% | 23 | +41,221 | 56.07% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 114,393 | 2,642 | 0.0% | 0.0% | 24 | +42,661 | 59.47% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 112,600 | 2,601 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 92,972 | 2,147 | 0.0% | 0.0% | 26 | +2,992 | 3.33% | Q4 2025 | Feb 17, 2026 |
| Live Oak Private Wealth LLC | History | No change | 92,351 | 2,133 | 0.29% | 0.27% | 27 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 85,813 | 1,982 | 0.42% | 0.48% | 28 | -11,754 | -12.05% | Q4 2025 | Jan 30, 2026 |
| EDGEWOOD MANAGEMENT LLC | History | No change | 82,000 | 1,894 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 77,855 | 1,824 | 0.0% | 0.0% | 30 | -10,045 | -11.43% | Q4 2025 | Jan 08, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 76,497 | 1,767 | 0.56% | 1.18% | 31 | -86,876 | -53.18% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 72,581 | 1,676 | 0.01% | 0.01% | 32 | -118 | -0.16% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 61,107 | 1,411 | 0.0% | — | 33 | +61,107 | New | Q4 2025 | Mar 25, 2026 |
| PMG Family Office LLC | History | Added to | 48,756 | 1,126 | 1.3% | 1.15% | 34 | +5 | 0.01% | Q4 2025 | Jan 28, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 47,908 | 1,106 | 0.38% | 0.38% | 35 | -517 | -1.07% | Q4 2025 | Feb 10, 2026 |
| Presper Financial Architects, LLC | History | Added to | 44,904 | 1,037 | 0.59% | 0.54% | 36 | +1,077 | 2.46% | Q4 2025 | Feb 05, 2026 |
| Invesco Ltd. | History | Reduced | 43,502 | 1,004 | 0.0% | 0.0% | 37 | -12,462 | -22.27% | Q4 2025 | Feb 19, 2026 |
| &PARTNERS | History | Added to | 42,450 | 980 | 0.01% | 0.0% | 38 | +8,187 | 23.89% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 38,762 | 895 | 0.04% | 0.04% | 40 | +1,819 | 4.92% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 38,783 | 895 | 0.0% | 0.0% | 39 | +39 | 0.1% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 35,128 | 811 | 0.0% | 0.0% | 41 | -3,886 | -9.96% | Q4 2025 | Feb 13, 2026 |
| 1776 Wealth LLC | History | Added to | 32,103 | 741 | 0.28% | 0.26% | 42 | +495 | 1.57% | Q4 2025 | Feb 11, 2026 |
| Joel Isaacson & Co., LLC | History | New | 30,626 | 707 | 0.02% | — | 43 | +30,626 | New | Q4 2025 | Jan 30, 2026 |
| Merit Financial Group, LLC | History | New | 29,786 | 688 | 0.01% | — | 44 | +29,786 | New | Q4 2025 | Jan 26, 2026 |
| Fairman Group, LLC | History | No change | 28,557 | 659 | 0.53% | 0.49% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 26,915 | 621 | 0.01% | 0.01% | 46 | +92 | 0.34% | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | New | 25,668 | 592 | 0.03% | — | 47 | +25,668 | New | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,886 | 574 | 0.01% | 0.01% | 48 | +95 | 0.38% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 23,981 | 553 | 0.0% | 0.0% | 49 | -2,799 | -10.45% | Q4 2025 | Feb 17, 2026 |
| Palogic Value Management, L.P. | History | No change | 23,500 | 542 | 0.23% | 0.2% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Advocates LLC | History | Reduced | 22,930 | 526 | 0.13% | 0.15% | 51 | -4,869 | -17.52% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 22,217 | 513 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WCG Wealth Advisors LLC | History | No change | 22,209 | 513 | 0.01% | 0.03% | 53 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 20,242 | 467 | 0.0% | 0.0% | 54 | -579 | -2.78% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,179 | 443 | 0.0% | 0.0% | 55 | -525 | -2.66% | Q4 2025 | Feb 05, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 19,016 | 439 | 0.05% | 0.05% | 56 | -1,102 | -5.48% | Q4 2025 | Jan 09, 2026 |
| AlphaCore Capital LLC | History | Added to | 18,806 | 434 | 0.01% | 0.01% | 57 | +3,059 | 19.43% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 18,104 | 418 | 0.0% | 0.0% | 58 | +312 | 1.75% | Q4 2025 | Feb 06, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 17,669 | 408 | 0.14% | 0.14% | 59 | -590 | -3.23% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | No change | 16,125 | 370 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 15,655 | 361 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 15,467 | 357 | 0.04% | 0.04% | 62 | -2,000 | -11.45% | Q4 2025 | Mar 03, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 15,411 | 355 | 0.0% | 0.0% | 63 | +3,829 | 33.06% | Q4 2025 | Feb 12, 2026 |
| Formidable Asset Management, LLC | History | No change | 15,966 | 337 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 13,743 | 317 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 13,663 | 315 | 0.01% | 0.01% | 66 | +2,000 | 17.15% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 13,329 | 307 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Navis Wealth Advisors, LLC | History | New | 13,000 | 300 | 0.13% | — | 68 | +13,000 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 12,177 | 281 | 0.0% | 0.0% | 69 | -396 | -3.15% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Reduced | 12,089 | 279 | 0.0% | 0.01% | 70 | -5,480 | -31.19% | Q4 2025 | Jan 13, 2026 |
| COMMERCE BANK | History | No change | 11,255 | 259 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 11,000 | 254 | 0.02% | — | 72 | +11,000 | New | Q4 2025 | Feb 25, 2026 |
| Accel Wealth Management | History | Added to | 10,990 | 253 | 0.07% | 0.06% | 73 | +582 | 5.59% | Q4 2025 | Jan 20, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 10,500 | 243 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| United Advisor Group, LLC | History | Added to | 10,074 | 232 | 0.03% | 0.03% | 75 | +31 | 0.31% | Q4 2025 | Jan 26, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,023 | 231 | 0.01% | 0.01% | 76 | -571 | -5.39% | Q4 2025 | Feb 13, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 9,957 | 230 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,852 | 227 | 0.01% | 0.01% | 78 | -628 | -5.99% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | New | 9,523 | 219 | 0.01% | — | 79 | +9,523 | New | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,286 | 214 | 0.0% | 0.0% | 80 | -2,510 | -21.28% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,214 | 212 | 0.01% | 0.0% | 81 | -487 | -5.02% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisors, LLC | History | New | 9,124 | 210 | 0.0% | — | 83 | +9,124 | New | Q4 2025 | Jan 13, 2026 |
| Cerity Partners LLC | History | New | 9,103 | 210 | 0.0% | — | 82 | +9,103 | New | Q4 2025 | Feb 11, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | New | 9,000 | 207 | 0.05% | — | 84 | +9,000 | New | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | New | 8,950 | 206 | 0.01% | — | 86 | +8,950 | New | Q4 2025 | Jan 21, 2026 |
| Smith Asset Management Co., LLC | History | New | 8,928 | 206 | 0.17% | — | 87 | +8,928 | New | Q4 2025 | Feb 19, 2026 |
| Creative Planning | History | New | 8,926 | 206 | 0.0% | — | 85 | +8,926 | New | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | New | 8,661 | 200 | 0.01% | — | 88 | +8,661 | New | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,234 | 120 | 0.0% | 0.0% | 89 | +850 | 19.39% | Q4 2025 | Feb 18, 2026 |
| ORG Partners LLC | History | No change | 3,076 | 71 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,616 | 60 | 0.0% | 0.0% | 91 | -780 | -22.97% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 2,580 | 59 | 0.0% | — | 92 | +2,580 | New | Q4 2025 | Feb 05, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 2,300 | 53 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,100 | 48 | 0.0% | 0.0% | 94 | +1,000 | 90.91% | Q4 2025 | Jan 23, 2026 |
| Bangor Savings Bank | History | No change | 2,000 | 46 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | No change | 1,748 | 40 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,683 | 38 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,641 | 37 | 0.0% | 0.0% | 98 | +1,391 | 556.4% | Q4 2025 | Feb 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,440 | 33 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,000 | 30 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,200 | 27 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,162 | 26 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | New | 1,063 | 24 | 0.0% | — | 103 | +1,063 | New | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 1,000 | 23 | 0.0% | — | 104 | +1,000 | New | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | New | 1,000 | 23 | 0.0% | — | 105 | +1,000 | New | Q4 2025 | Jan 13, 2026 |
| Towne Trust Company, N.A | History | New | 961 | 22 | 0.01% | — | 107 | +961 | New | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 955 | 22 | 0.0% | 0.0% | 106 | -500 | -34.36% | Q4 2025 | Jan 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 834 | 19 | 0.0% | 0.0% | 109 | +14 | 1.71% | Q4 2025 | Jan 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 833 | 19 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| McIlrath & Eck, LLC | History | No change | 800 | 18 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 748 | 17 | 0.0% | 0.0% | 111 | +12 | 1.63% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 659 | 15 | 0.0% | 0.0% | 112 | +359 | 119.67% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 495 | 11 | 0.0% | — | 114 | +495 | New | Q4 2025 | Jan 29, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 500 | 11 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 400 | 9 | 0.01% | — | 115 | +400 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 389 | 8 | 0.0% | 0.01% | 117 | -1,400 | -78.26% | Q4 2025 | Jan 22, 2026 |
| REAP Financial Group, LLC | History | New | 375 | 8 | 0.0% | — | 119 | +375 | New | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 362 | 8 | 0.0% | 0.0% | 116 | -228 | -38.64% | Q4 2025 | Feb 11, 2026 |
| Inlight Wealth Management, LLC | History | No change | 366 | 8 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 332 | 7 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 250 | 6 | 0.0% | — | 121 | +250 | New | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 231 | 5 | 0.0% | — | 122 | +231 | New | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | New | 130 | 3 | 0.0% | — | 124 | +130 | New | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | New | 84 | 1 | 0.0% | — | 125 | +84 | New | Q4 2025 | Feb 02, 2026 |
| AQR Arbitrage LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,644 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,893 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,130 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,455 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,107 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,223 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VSM Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -822 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -640 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -598 | -100.0% | Q3 2025 | Feb 06, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |