Grayscale Ethereum Staking Mini ETF - ETH

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 64 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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 4,048,985 113,614 0.01% 0.0% 1 +4,048,910 5398546.67% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,394,104 67,178 0.01% 0.01% 2 +377,990 18.75% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 1,154,426 32,393 0.0% 0.01% 3 -544,051 -32.03% Q4 2025 Feb 17, 2026
Polar Asset Management Partners Inc. History New 1,000,000 28,060 0.36% 4 +1,000,000 New Q4 2025 Feb 17, 2026
WOLVERINE ASSET MANAGEMENT LLC History New 942,051 26,433 0.21% 5 +942,051 New Q4 2025 Feb 02, 2026
Logan Stone Capital, LLC History Added to 780,143 21,890 5.4% 0.8% 6 +735,051 1630.11% Q4 2025 Feb 17, 2026
KALEIDOSCOPE CAPITAL LP History Added to 776,691 21,793 8.33% 8.03% 7 +59,718 8.33% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 735,580 20,640 0.0% 0.01% 8 -1,776,383 -70.72% Q4 2025 Feb 12, 2026
Sloy Dahl & Holst, LLC History Reduced 730,741 20,504 2.46% 3.23% 9 -46,979 -6.04% Q4 2025 Feb 04, 2026
Parkwood LLC History New 408,000 11,448 0.89% 10 +408,000 New Q4 2025 Feb 17, 2026
Massar Capital Management, LP History Added to 356,825 10,012 1.07% 1.31% 11 +101,825 39.93% Q4 2025 Feb 17, 2026
HBK INVESTMENTS L P History No change 311,141 8,730 0.07% 0.13% 12 0 0.0% Q4 2025 Feb 17, 2026
FARALLON CAPITAL MANAGEMENT LLC History New 228,340 6,407 0.03% 13 +228,340 New Q4 2025 Feb 17, 2026
OLD MISSION CAPITAL LLC History Added to 251,643 5,262 0.12% 0.03% 14 +102,206 68.39% Q4 2025 Feb 17, 2026
Haven Private, LLC History Added to 184,164 5,167 2.26% 3.07% 15 +6,535 3.68% Q4 2025 Feb 12, 2026
Trustees of Dartmouth College History New 178,148 4,998 1.27% 16 +178,148 New Q4 2025 Jan 14, 2026
Vident Advisory, LLC History Added to 158,000 4,433 0.04% 0.05% 17 +35,300 28.77% Q4 2025 Feb 18, 2026
Mariner, LLC History Added to 150,340 4,218 0.01% 0.01% 18 +18,317 13.87% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 146,470 4,109 0.01% 19 +146,470 New Q4 2025 Feb 12, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 137,126 3,847 0.01% 0.01% 20 -2,411 -1.73% Q4 2025 Feb 17, 2026
MATAURO, LLC History Added to 125,977 3,534 0.53% 0.14% 21 +103,309 455.75% Q4 2025 Jan 16, 2026
Pasadena Private Wealth, LLC History Added to 120,664 3,385 0.46% 0.54% 22 +25,080 26.24% Q4 2025 Feb 10, 2026
Fielder Capital Group LLC History Added to 119,313 3,347 0.71% 0.95% 23 +13,126 12.36% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Added to 118,759 3,332 0.0% 0.01% 24 +1,268 1.08% Q4 2025 Feb 06, 2026
Reliant Wealth Planning History Added to 118,690 3,330 1.04% 1.3% 25 +16,105 15.7% Q4 2025 Feb 12, 2026
Verde Capital Management History Added to 99,292 2,786 0.59% 0.59% 26 +31,198 45.82% Q4 2025 Feb 06, 2026
Almitas Capital LLC History No change 89,557 2,512 0.55% 0.8% 27 0 0.0% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 87,423 2,453 0.01% 0.01% 28 +42,185 93.25% Q4 2025 Feb 13, 2026
DRW Securities, LLC History Added to 84,344 2,366 0.06% 0.01% 29 +71,781 571.37% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 75,418 2,309 0.0% 0.01% 30 -320,360 -80.94% Q4 2025 Jan 08, 2026
Beacon Pointe Advisors, LLC History Reduced 81,648 2,291 0.02% 0.03% 31 -6,614 -7.49% Q4 2025 Feb 18, 2026
Simplicity Wealth,LLC History Reduced 80,151 2,249 0.13% 0.21% 32 -13,319 -14.25% Q4 2025 Jan 30, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 75,773 2,126 0.01% 0.01% 33 -14,378 -15.95% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Reduced 69,211 1,942 0.0% 0.0% 34 -1,508 -2.13% Q4 2025 Feb 17, 2026
Aries Wealth Management History Added to 65,997 1,851 0.41% 0.43% 35 +19,169 40.93% Q4 2025 Jan 30, 2026
RPO LLC History New 59,400 1,666 0.17% 36 +59,400 New Q4 2025 Feb 17, 2026
BECK CAPITAL MANAGEMENT, LLC History Reduced 56,391 1,582 0.38% 2.19% 37 -186,158 -76.75% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 55,194 1,548 0.0% 0.0% 38 +3,201 6.16% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 54,937 1,541 0.0% 0.0% 39 +16,270 42.08% Q4 2025 Feb 11, 2026
GROUP ONE TRADING LLC History New 53,708 1,507 0.0% 40 +53,708 New Q4 2025 Feb 12, 2026
Visionary Wealth Advisors History Added to 53,712 1,507 0.07% 0.09% 41 +4,738 9.67% Q4 2025 Feb 13, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 53,559 1,502 0.54% 0.39% 42 +27,140 102.73% Q4 2025 Jan 13, 2026
Archer Investment Management, LLC History Reduced 53,070 1,489 0.8% 1.4% 43 -5,187 -8.9% Q4 2025 Jan 12, 2026
Spahn Wealth & Retirement LLC History Reduced 52,816 1,482 0.92% 1.44% 44 -9,120 -14.72% Q4 2025 Feb 13, 2026
Stonebrook Private Inc. History New 51,036 1,432 0.3% 45 +51,036 New Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 52,089 1,408 0.0% 0.0% 46 +22,606 76.67% Q4 2025 Feb 13, 2026
Formidable Asset Management, LLC History Added to 33,557 1,314 0.19% 0.12% 47 +1,477 4.6% Q4 2025 Jan 16, 2026
RFG Advisory, LLC History Added to 41,703 1,170 0.02% 0.03% 48 +9,038 27.67% Q4 2025 Feb 03, 2026
ATX Financial Planning, LLC History New 39,083 1,096 0.85% 49 +39,083 New Q4 2025 Feb 19, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 38,376 1,076 0.01% 0.02% 50 +4,071 11.87% Q4 2025 Feb 10, 2026
World Investment Advisors History Added to 37,780 1,060 0.02% 0.03% 51 +1,757 4.88% Q4 2025 Mar 12, 2026
Rede Wealth, LLC History New 35,320 991 0.34% 52 +35,320 New Q4 2025 Jan 23, 2026
Freedom Financial Partners LLC History Added to 34,472 967 0.35% 0.48% 53 +2,271 7.05% Q4 2025 Jan 06, 2026
Rye Brook Capital LLC History No change 34,440 966 0.9% 0.7% 54 0 0.0% Q4 2025 Jan 27, 2026
Gainplan LLC History Reduced 33,523 940 0.35% 0.56% 55 -112 -0.33% Q4 2025 Jan 23, 2026
Prospera Financial Services Inc History Reduced 33,241 932 0.02% 0.02% 56 -2,374 -6.67% Q4 2025 Feb 09, 2026
Jump Financial, LLC History New 33,168 930 0.01% 57 +33,168 New Q4 2025 Feb 17, 2026
Teamwork Financial Advisors, LLC History Added to 32,206 903 0.09% 0.09% 58 +9,791 43.68% Q4 2025 Jan 09, 2026
Wealthfront Advisers LLC History Reduced 28,483 799 0.0% 0.0% 59 -1,173 -3.96% Q4 2025 Jan 30, 2026
TigerOak Management, L.L.C. History Added to 28,467 798 0.24% 0.21% 60 +11,194 64.81% Q4 2025 Jan 21, 2026
Exit Wealth Advisors, LLC. History Added to 28,400 796 0.47% 0.25% 61 +18,677 192.09% Q4 2025 Feb 10, 2026
Private Advisor Group, LLC History Added to 27,762 779 0.0% 0.0% 62 +7,333 35.9% Q4 2025 Feb 17, 2026
Cyndeo Wealth Partners, LLC History Added to 27,659 776 0.04% 0.02% 63 +17,411 169.9% Q4 2025 Jan 07, 2026
AdvisorNet Financial, Inc History Added to 27,168 762 0.04% 0.06% 64 +2,029 8.07% Q4 2025 Jan 20, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History New 26,729 750 0.22% 65 +26,729 New Q4 2025 Feb 13, 2026
Illumine Investment Management, LLC History Added to 25,149 705 0.51% 0.69% 66 +473 1.92% Q4 2025 Feb 09, 2026
JTC Employer Solutions Trustee Ltd History No change 25,000 701 0.05% 0.08% 67 0 0.0% Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Added to 24,973 700 0.03% 0.04% 68 +2,469 10.97% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 22,688 636 0.01% 0.01% 69 +814 3.72% Q4 2025 Feb 17, 2026
Brooklands Fund Management Ltd History No change 24,400 616 0.29% 1.19% 70 0 0.0% Q4 2025 Feb 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 21,450 601 0.01% 0.01% 71 +570 2.73% Q4 2025 Feb 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 21,319 598 0.01% 0.01% 72 +9,026 73.42% Q4 2025 Feb 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 20,668 580 0.01% 0.02% 73 +543 2.7% Q4 2025 Feb 12, 2026
Van Hulzen Asset Management, LLC History Reduced 20,611 578 0.04% 0.07% 74 -4,384 -17.54% Q4 2025 Feb 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 20,078 563 0.0% 0.0% 75 +14,737 275.92% Q4 2025 Feb 17, 2026
RBF Capital, LLC History No change 20,000 561 0.02% 0.03% 76 0 0.0% Q4 2025 Feb 17, 2026
Split Rock Private Trading & Wealth Management, LLC History New 19,981 560 0.45% 77 +19,981 New Q4 2025 Jan 23, 2026
Pachira Investments Inc. History Added to 19,953 559 0.27% 0.39% 78 +2,401 13.68% Q4 2025 Feb 02, 2026
Powell Investment Advisors, LLC History New 19,333 542 0.19% 79 +19,333 New Q4 2025 Feb 09, 2026
RED REEF ADVISORS LLC History New 18,679 524 0.53% 80 +18,679 New Q4 2025 Apr 08, 2026
SLT Holdings LLC History Added to 18,577 521 0.34% 0.29% 81 +7,320 65.03% Q4 2025 Feb 09, 2026
WealthCare Investment Partners, LLC History Added to 17,589 518 0.15% 0.23% 82 +254 1.47% Q4 2025 Jan 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 18,030 505 0.04% 0.08% 83 -12,768 -41.46% Q4 2025 Feb 12, 2026
Q Fund Management (Hong Kong) Ltd History Reduced 18,000 505 0.47% 0.57% 84 -3,000 -14.29% Q4 2025 Jan 14, 2026
MML INVESTORS SERVICES, LLC History Added to 17,795 499 0.0% 0.0% 85 +2,907 19.53% Q4 2025 Feb 13, 2026
Headlands Technologies LLC History Added to 17,573 493 0.04% 0.03% 86 +7,929 82.22% Q4 2025 Feb 13, 2026
Redwood Wealth Management Group, LLC History Added to 17,398 488 0.2% 0.27% 87 +1,295 8.04% Q4 2025 Feb 03, 2026
M Holdings Securities, Inc. History New 17,249 484 0.03% 88 +17,249 New Q4 2025 Feb 11, 2026
Tidal Investments LLC History New 16,850 472 0.0% 89 +16,850 New Q4 2025 Feb 13, 2026
Johnson & White Wealth Management, LLC History Added to 16,855 472 0.21% 0.25% 90 +2,691 19.0% Q4 2025 Feb 05, 2026
Creative Planning History Added to 16,672 467 0.0% 0.0% 91 +8,034 93.01% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 14,304 459 0.0% 0.0% 93 +9,075 173.55% Q4 2025 Feb 10, 2026
CONDOR CAPITAL MANAGEMENT History Added to 16,370 459 0.04% 0.05% 92 +727 4.65% Q4 2025 Feb 06, 2026
Precision Wealth Strategies, LLC History Added to 16,113 452 0.15% 0.16% 94 +3,901 31.94% Q4 2025 Jan 30, 2026
E6 Portfolios, LLC History New 15,999 448 0.51% 95 +15,999 New Q4 2025 Feb 13, 2026
Beaumont Financial Advisors, LLC History No change 15,456 433 0.03% 0.04% 96 0 0.0% Q4 2025 Jan 16, 2026
Amicus Financial Advisors, LLC History New 15,200 426 0.12% 97 +15,200 New Q4 2025 Mar 02, 2026
Bryn Mawr Trust Advisors, LLC History New 14,903 418 0.02% 98 +14,903 New Q4 2025 Feb 04, 2026
Claro Advisors Inc. History Added to 14,820 415 0.06% 0.07% 99 +2,291 18.29% Q4 2025 Feb 17, 2026
Benson Wealth Management INC History New 14,621 410 0.46% 100 +14,621 New Q4 2025 Feb 12, 2026
Verdence Capital Advisors LLC History Added to 14,436 405 0.02% 0.03% 101 +901 6.66% Q4 2025 Jan 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 14,412 404 0.02% 0.03% 102 +2,588 21.89% Q4 2025 Jan 28, 2026
Orion Porfolio Solutions, LLC History Reduced 14,124 396 0.0% 0.0% 103 -1,938 -12.07% Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History New 13,967 391 0.01% 104 +13,967 New Q4 2025 Feb 11, 2026
IFC Advisors LLC History No change 13,526 379 0.06% 0.1% 105 0 0.0% Q4 2025 Feb 12, 2026
Interchange Capital Partners, LLC History Added to 13,373 375 0.07% 0.07% 106 +4,490 50.55% Q4 2025 Jan 30, 2026
Greenline Partners, LLC History New 13,313 373 0.04% 107 +13,313 New Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 12,983 364 0.0% 0.01% 108 -4,946 -27.59% Q4 2025 Feb 13, 2026
Strategic Advocates LLC History Reduced 12,692 354 0.09% 0.13% 109 -110 -0.86% Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History Added to 12,344 346 0.01% 0.0% 110 +10,045 436.93% Q4 2025 Jan 20, 2026
Brand Asset Management Group, Inc. History Added to 12,064 338 0.09% 0.11% 111 +2,518 26.38% Q4 2025 Feb 11, 2026
Keystone Financial Services, LLC History Added to 11,758 329 0.22% 0.19% 113 +4,939 72.43% Q4 2025 Jan 27, 2026
Leo Wealth, LLC History Added to 11,750 329 0.02% 0.05% 112 +1,028 9.59% Q4 2025 Jan 21, 2026
StoneX Group Inc. History New 11,632 326 0.01% 114 +11,632 New Q4 2025 Feb 12, 2026
Copia Wealth Management History Reduced 11,197 314 0.22% 0.36% 115 -1,312 -10.49% Q4 2025 Feb 06, 2026
DOLIVER ADVISORS, LP History Reduced 11,143 312 0.08% 0.11% 116 -9 -0.08% Q4 2025 Jan 06, 2026
Belvedere Trading LLC History Added to 11,031 309 0.0% 0.0% 117 +2,237 25.44% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 10,725 300 0.0% 0.0% 118 +1,690 18.71% Q4 2025 Feb 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History Reduced 10,689 299 0.11% 0.19% 119 -518 -4.62% Q4 2025 Jan 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 10,455 293 0.0% 0.0% 120 +1,140 12.24% Q4 2025 Jan 29, 2026
Summit Financial, LLC History Reduced 9,971 279 0.0% 0.01% 121 -35 -0.35% Q4 2025 Feb 13, 2026
Miller Global Investments, LLC History New 9,874 277 0.25% 122 +9,874 New Q4 2025 Jan 05, 2026
Stratos Wealth Partners, LTD. History Reduced 9,798 274 0.0% 0.01% 123 -4,072 -29.36% Q4 2025 Jan 20, 2026
Balboa Wealth Partners History New 9,756 273 0.05% 124 +9,756 New Q4 2025 Jan 16, 2026
Spectrum Planning & Advisory Services Inc. History No change 9,689 271 0.14% 0.21% 125 0 0.0% Q4 2025 Feb 10, 2026
Meridian Wealth Management, LLC History Added to 9,621 269 0.01% 0.01% 126 +1,497 18.43% Q4 2025 Feb 04, 2026
MGO ONE SEVEN LLC History New 9,539 267 0.01% 127 +9,539 New Q4 2025 Feb 03, 2026
FLOW TRADERS U.S. LLC History New 9,457 265 0.01% 128 +9,457 New Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 9,441 264 0.0% 131 +9,441 New Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History Added to 9,423 264 0.01% 129 +9,411 78425.0% Q4 2025 Feb 12, 2026
Venture Visionary Partners LLC History Reduced 9,433 264 0.01% 0.02% 130 -6,977 -42.52% Q4 2025 Feb 13, 2026
Smithfield Trust Co History No change 9,025 253 0.01% 0.02% 132 0 0.0% Q4 2025 Feb 09, 2026
Avid Wealth Partners LLC History New 8,969 251 0.12% 133 +8,969 New Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History New 8,636 242 0.0% 134 +8,636 New Q4 2025 Feb 11, 2026
Joel Isaacson & Co., LLC History No change 8,655 242 0.01% 0.01% 135 0 0.0% Q4 2025 Jan 30, 2026
VanderPol Investments L.L.C. History Reduced 8,544 239 0.42% 0.55% 136 -99 -1.15% Q4 2025 Feb 04, 2026
Finivi Inc. History New 8,401 235 0.14% 137 +8,401 New Q4 2025 Jan 27, 2026
INSTRUMENTAL WEALTH, LLC History New 12,050 230 0.14% 138 +12,050 New Q4 2025 Feb 27, 2026
Allworth Financial LP History New 8,114 227 0.0% 139 +8,114 New Q4 2025 Feb 05, 2026
AE Wealth Management LLC History Added to 8,098 227 0.0% 0.0% 140 +1,805 28.68% Q4 2025 Jan 26, 2026
One Charles Private Wealth Services, LLC History Added to 7,911 221 0.06% 0.07% 141 +1,189 17.69% Q4 2025 Feb 06, 2026
FORTRESS PRIVATE LEDGER, LLC History Reduced 7,735 217 0.07% 0.26% 142 -10,491 -57.56% Q4 2025 Feb 12, 2026
BCS Wealth Management History New 7,756 217 0.02% 143 +7,756 New Q4 2025 Jan 26, 2026
PFG Investments, LLC History New 7,685 215 0.01% 144 +7,685 New Q4 2025 Jan 26, 2026
Cresset Asset Management, LLC History Added to 7,623 213 0.0% 0.0% 145 +18 0.24% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 7,578 212 0.0% 0.0% 146 +258 3.52% Q4 2025 Feb 13, 2026
Aurora Private Wealth, Inc. History New 7,147 201 0.13% 147 +7,147 New Q4 2025 Feb 02, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History New 7,130 200 0.05% 148 +7,130 New Q4 2025 Jan 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 6,730 188 0.0% 0.0% 149 -2,281 -25.31% Q4 2025 Feb 06, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Added to 6,277 176 0.03% 0.03% 150 +2,035 47.97% Q4 2025 Feb 10, 2026
Wilmar Advisors LLC History Reduced 6,000 168 0.13% 0.35% 151 -5,000 -45.45% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 5,630 157 0.0% 0.0% 152 +500 9.75% Q4 2025 Feb 12, 2026
Glass Jacobson Investment Advisors llc History Reduced 5,506 154 0.06% 0.08% 153 -215 -3.76% Q4 2025 Jan 22, 2026
OSAIC HOLDINGS, INC. History Added to 4,821 135 0.0% 0.0% 154 +329 7.32% Q4 2025 Feb 17, 2026
Beaird Harris Wealth Management, LLC History No change 4,522 126 0.01% 0.01% 155 0 0.0% Q4 2025 Feb 23, 2026
IFP Advisors, Inc History Added to 4,323 121 0.0% 0.0% 156 +3,475 409.79% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Reduced 3,838 107 0.0% 0.0% 157 -1,167 -23.32% Q4 2025 Feb 11, 2026
EQ WEALTH ADVISORS, LLC History New 3,788 106 0.06% 158 +3,788 New Q4 2025 Feb 02, 2026
Strategic Investment Solutions, Inc. /IL History Added to 3,773 105 0.03% 0.0% 159 +3,665 3393.52% Q4 2025 Feb 27, 2026
Ankerstar Wealth, LLC History New 3,551 99 0.1% 160 +3,551 New Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History No change 3,234 90 0.0% 0.0% 161 0 0.0% Q4 2025 Jan 28, 2026
Asset Dedication, LLC History Reduced 2,564 71 0.0% 0.01% 163 -32 -1.23% Q4 2025 Jan 26, 2026
Richard W. Paul & Associates, LLC History Reduced 2,557 71 0.02% 0.03% 164 -9 -0.35% Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,552 71 0.0% 0.01% 162 0 0.0% Q4 2025 Feb 10, 2026
CWM, LLC History Added to 2,503 70 0.0% 0.0% 165 +99 4.12% Q4 2025 Jan 26, 2026
NBC SECURITIES, INC. History Reduced 2,452 68 0.01% 0.01% 166 -505 -17.08% Q4 2025 Jan 29, 2026
J.Safra Asset Management Corp History Added to 2,454 68 0.0% 0.01% 167 +224 10.04% Q4 2025 Feb 11, 2026
Noble Wealth Management PBC History Added to 2,262 63 0.03% 0.04% 168 +412 22.27% Q4 2025 Jan 05, 2026
Pinnacle Wealth Planning Services, Inc. History New 2,225 62 0.01% 169 +2,225 New Q4 2025 Feb 13, 2026
Caitlin John, LLC History Reduced 2,105 59 0.04% 0.1% 170 -1,398 -39.91% Q4 2025 Feb 18, 2026
KELLEHER FINANCIAL ADVISORS History No change 1,950 54 0.01% 0.02% 171 0 0.0% Q4 2025 Jan 20, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,786 50 0.02% 0.02% 172 +94 5.56% Q4 2025 Jan 09, 2026
Global Retirement Partners, LLC History Reduced 1,698 47 0.0% 0.01% 173 -14,150 -89.29% Q4 2025 Feb 06, 2026
WOLFF WIESE MAGANA LLC History Reduced 1,710 47 0.03% 0.08% 175 -2,135 -55.53% Q4 2025 Jan 14, 2026
HighMark Wealth Management LLC History Added to 1,700 47 0.02% 0.01% 174 +1,100 183.33% Q4 2025 Feb 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 1,661 46 0.02% 0.06% 176 +874 111.05% Q4 2025 Jan 20, 2026
Lodestone Wealth Management LLC History New 1,573 44 0.02% 177 +1,573 New Q4 2025 Jan 15, 2026
FIFTH THIRD BANCORP History No change 1,500 42 0.0% 0.0% 178 0 0.0% Q4 2025 Feb 02, 2026
Alamea Verwaltungs GmbH History No change 1,498 42 0.03% 0.04% 179 0 0.0% Q4 2025 Feb 13, 2026
Cherry Tree Wealth Management, LLC History No change 1,489 41 0.01% 0.01% 180 0 0.0% Q4 2025 Feb 10, 2026
MCGUIRE CAPITAL ADVISORS INC History New 1,451 40 0.03% 181 +1,451 New Q4 2025 Feb 19, 2026
TUCKER ASSET MANAGEMENT LLC History New 1,344 37 0.01% 182 +1,344 New Q4 2025 Feb 05, 2026
Horrell Capital Management, Inc. History Added to 1,306 36 0.02% 0.02% 183 +178 15.78% Q4 2025 Feb 03, 2026
Greenline Wealth Management LLC History New 1,282 35 0.04% 185 +1,282 New Q4 2025 Feb 13, 2026
US BANCORP \DE\ History No change 1,276 35 0.0% 0.0% 184 0 0.0% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Reduced 1,224 34 0.0% 0.0% 187 -1,015 -45.33% Q4 2025 Jan 23, 2026
WELLS FARGO & COMPANY/MN History Added to 1,232 34 0.0% 0.0% 186 +174 16.45% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History No change 1,204 33 0.0% 0.0% 188 0 0.0% Q4 2025 Feb 13, 2026
EFG International AG History New 1,100 30 0.0% 189 +1,100 New Q4 2025 Feb 17, 2026
Cornerstone National Bank & Trust Co History No change 1,000 28 0.01% 0.02% 190 0 0.0% Q4 2025 Jan 29, 2026
Sunbelt Securities, Inc. History No change 967 27 0.0% 0.0% 191 0 0.0% Q4 2025 Feb 20, 2026
Clearstead Advisors, LLC History Added to 947 26 0.0% 0.0% 192 +665 235.82% Q4 2025 Feb 09, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 925 22 0.01% 0.0% 194 +863 1391.94% Q4 2025 Feb 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 804 22 0.0% 0.0% 193 0 0.0% Q4 2025 Feb 12, 2026
Sankala Group LLC History New 1,100 20 0.02% 200 +1,100 New Q4 2025 Mar 02, 2026
SageView Advisory Group, LLC History New 747 20 0.0% 199 +747 New Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 731 20 0.0% 0.0% 195 +415 131.33% Q4 2025 Feb 12, 2026
Newbridge Financial Services Group, Inc. History Added to 735 20 0.0% 0.0% 198 +94 14.66% Q4 2025 Jan 21, 2026
Blue Trust, Inc. History Added to 720 20 0.0% 0.0% 197 +25 3.6% Q4 2025 Jan 16, 2026
NKCFO LLC History No change 700 20 0.01% 0.01% 196 0 0.0% Q4 2025 Feb 02, 2026
Ancora Advisors LLC History Reduced 694 19 0.0% 0.0% 201 -87 -11.14% Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History New 665 18 0.01% 204 +665 New Q4 2025 Feb 17, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 652 18 0.0% 0.0% 202 -435 -40.02% Q4 2025 Feb 11, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 650 18 0.0% 0.0% 203 0 0.0% Q4 2025 Feb 09, 2026
Atlantic Union Bankshares Corp History Added to 619 17 0.0% 0.0% 205 +3 0.49% Q4 2025 Feb 04, 2026
Private Wealth Management Group, LLC History No change 620 17 0.0% 0.01% 206 0 0.0% Q4 2025 Jan 23, 2026
Hilton Head Capital Partners, LLC History New 560 15 0.01% 208 +560 New Q4 2025 Feb 11, 2026
Cedar Mountain Advisors, LLC History Reduced 570 15 0.0% 0.01% 207 -180 -24.0% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 500 14 0.0% 0.0% 209 -1,110 -68.94% Q4 2025 Feb 17, 2026
GS Investments, Inc. History New 500 14 0.01% 211 +500 New Q4 2025 Feb 09, 2026
Moisand Fitzgerald Tamayo, LLC History No change 501 14 0.0% 0.0% 210 0 0.0% Q4 2025 Jan 14, 2026
NewEdge Advisors, LLC History Reduced 480 13 0.0% 0.0% 213 -9,852 -95.35% Q4 2025 Feb 18, 2026
American Capital Advisory, LLC History Added to 479 13 0.01% 0.01% 214 +114 31.23% Q4 2025 Jan 30, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 489 13 0.0% 0.0% 212 +110 29.02% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 456 12 0.0% 0.0% 215 +400 714.29% Q4 2025 Feb 06, 2026
HM PAYSON & CO History No change 427 11 0.0% 0.0% 216 0 0.0% Q4 2025 Feb 12, 2026
Ameliora Wealth Management Ltd. History No change 400 11 0.0% 0.0% 217 0 0.0% Q4 2025 Jan 21, 2026
RHL GROUP, LLC History New 386 10 0.01% 219 +386 New Q4 2025 Feb 09, 2026
Security National Bank History No change 369 10 0.0% 0.0% 218 0 0.0% Q4 2025 Feb 05, 2026
WPG Advisers, LLC History No change 377 10 0.01% 0.01% 220 0 0.0% Q4 2025 Jan 28, 2026
ALBION FINANCIAL GROUP /UT History No change 350 9 0.0% 0.0% 221 0 0.0% Q4 2025 Jan 21, 2026
Compagnie Lombard Odier SCmA History No change 350 9 0.0% 0.0% 222 0 0.0% Q4 2025 Jan 16, 2026
Larson Financial Group LLC History Added to 319 8 0.0% 0.0% 224 +125 64.43% Q4 2025 Feb 06, 2026
Hurley Capital, LLC History No change 290 8 0.0% 0.01% 223 0 0.0% Q4 2025 Feb 17, 2026
Spire Wealth Management History Reduced 270 7 0.0% 0.0% 226 -65 -19.4% Q4 2025 Jan 14, 2026
North Star Investment Management Corp. History No change 281 7 0.0% 0.0% 225 0 0.0% Q4 2025 Jan 30, 2026
Bank of Jackson Hole Trust History No change 250 7 0.0% 0.0% 227 0 0.0% Q4 2025 Feb 12, 2026
Ares Financial Consulting, LLC History New 245 6 0.01% 234 +245 New Q4 2025 Jan 30, 2026
Activest Wealth Management History New 244 6 0.0% 232 +244 New Q4 2025 Jan 30, 2026
CX Institutional History New 200 6 0.0% 231 +200 New Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 219 6 0.0% 229 +196 852.17% Q4 2025 Feb 10, 2026
Arax Advisory Partners History Reduced 240 6 0.0% 0.0% 230 -1 -0.41% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History No change 207 6 0.0% 0.0% 228 0 0.0% Q4 2025 Jan 26, 2026
Quent Capital, LLC History No change 235 6 0.0% 0.0% 233 0 0.0% Q4 2025 Jan 29, 2026
UBS Group AG History Reduced 190 5 0.0% 0.0% 237 -9,189 -97.97% Q4 2025 Jan 29, 2026
ABOUND FINANCIAL, LLC History New 203 5 0.0% 240 +203 New Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 194 5 0.0% 236 +181 1392.31% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History Reduced 207 5 0.0% 0.0% 239 -43 -17.2% Q4 2025 Mar 16, 2026
Sound Income Strategies, LLC History Added to 168 5 0.0% 0.0% 238 +34 25.37% Q4 2025 Jan 21, 2026
HUNTINGTON NATIONAL BANK History No change 190 5 0.0% 0.0% 235 0 0.0% Q4 2025 Feb 09, 2026
Bogart Wealth, LLC History Reduced 153 4 0.0% 0.0% 243 -1,176 -88.49% Q4 2025 Jan 30, 2026
Wealth Watch Advisors, INC History Reduced 173 4 0.0% 0.0% 246 -129 -42.72% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 143 4 0.0% 0.0% 245 +60 72.29% Q4 2025 Feb 12, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 175 4 0.0% 0.0% 241 +50 40.0% Q4 2025 Jan 30, 2026
Nova Wealth Management, Inc. History Reduced 165 4 0.0% 0.0% 248 -2 -1.2% Q4 2025 Jan 14, 2026
Silicon Valley Capital Partners History No change 169 4 0.0% 0.0% 242 0 0.0% Q4 2025 Feb 13, 2026
High Note Wealth, LLC History No change 143 4 0.0% 0.0% 244 0 0.0% Q4 2025 Feb 05, 2026
Legacy Wealth Managment, LLC/ID History No change 163 4 0.0% 0.0% 247 0 0.0% Q4 2025 Feb 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 125 3 0.0% 252 +125 New Q4 2025 Feb 03, 2026
Quattro Advisors LLC History New 124 3 0.0% 254 +124 New Q4 2025 Feb 13, 2026
Wilkerson Advisory Group LLC History New 108 3 0.0% 253 +108 New Q4 2025 Feb 13, 2026
Roble, Belko & Company, Inc History Reduced 108 3 0.0% 0.0% 250 -52 -32.5% Q4 2025 Jan 12, 2026
Westend Capital Management, LLC History No change 135 3 0.0% 0.0% 249 0 0.0% Q4 2025 Jan 15, 2026
NVWM, LLC History No change 130 3 0.0% 0.0% 251 0 0.0% Q4 2025 Jan 20, 2026
Johnson Financial Group, Inc. History New 80 2 0.0% 256 +80 New Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 75 2 0.0% 0.0% 255 0 0.0% Q4 2025 Jan 07, 2026
Dunhill Financial, LLC History No change 90 2 0.0% 0.0% 257 0 0.0% Q4 2025 Jan 29, 2026
Plante Moran Financial Advisors, LLC History Reduced 37 1 0.0% 0.0% 260 -300 -89.02% Q4 2025 Feb 05, 2026
ROYAL BANK OF CANADA History New 48 1 0.0% 259 +48 New Q4 2025 Feb 17, 2026
Trust Co History New 45 1 0.0% 262 +45 New Q4 2025 Jan 15, 2026
SouthState Bank Corp History No change 46 1 0.0% 0.0% 258 0 0.0% Q4 2025 Feb 11, 2026
Richardson Capital Management LLC History No change 58 1 0.0% 0.0% 261 0 0.0% Q4 2025 Jan 30, 2026
McIlrath & Eck, LLC History No change 50 1 0.0% 0.0% 263 0 0.0% Q4 2025 Feb 03, 2026
SJS Investment Consulting Inc. History No change 50 1 0.0% 0.0% 264 0 0.0% Q4 2025 Jan 21, 2026
Financial Perspectives, Inc History No change 52 1 0.0% 0.0% 265 0 0.0% Q4 2025 Jan 28, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.08% -4,536,214 -100.0% Q3 2025 Nov 14, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.03% -800,000 -100.0% Q3 2025 Nov 13, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.01% -565,593 -100.0% Q3 2025 Nov 05, 2025
Kedalion Capital Management LLP History Closed out 0 0 0.68% -460,630 -100.0% Q3 2025 Oct 23, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -218,952 -100.0% Q3 2025 Nov 12, 2025
Hunting Hill Global Capital, LLC History Closed out 0 0 2.04% -187,477 -100.0% Q3 2025 Nov 14, 2025
Encompass More Asset Management History Closed out 0 0 1.05% -140,403 -100.0% Q3 2025 Oct 17, 2025
Farringdon Capital, Ltd. History Closed out 0 0 1.02% -102,854 -100.0% Q3 2025 Nov 13, 2025
Empowered Funds, LLC History Closed out 0 0 0.02% -54,390 -100.0% Q3 2025 Nov 13, 2025
Virtu Financial LLC History Closed out 0 0 0.08% -37,201 -100.0% Q3 2025 Nov 14, 2025
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.03% -36,744 -100.0% Q3 2025 Nov 07, 2025
RIVERSEDGE ADVISORS, LLC History Closed out 0 0 0.24% -36,250 -100.0% Q3 2025 Oct 09, 2025
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.47% -36,024 -100.0% Q3 2025 Oct 20, 2025
Brookstone Capital Management History Closed out 0 0 0.02% -35,884 -100.0% Q3 2025 Oct 15, 2025
Warm Springs Advisors Inc. History Closed out 0 0 0.89% -30,000 -100.0% Q3 2025 Nov 12, 2025
GatePass Capital, LLC History Closed out 0 0 0.29% -30,000 -100.0% Q3 2025 Oct 29, 2025
CreativeOne Wealth, LLC History Closed out 0 0 0.03% -27,632 -100.0% Q3 2025 Nov 13, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.0% -24,193 -100.0% Q3 2025 Nov 10, 2025
MGB Wealth Management, LLC History Closed out 0 0 0.23% -20,510 -100.0% Q3 2025 Nov 12, 2025
Global View Capital Management LLC History Closed out 0 0 0.16% -19,812 -100.0% Q3 2025 Oct 29, 2025
U.S. Capital Wealth Advisors, LLC History Closed out 0 0 0.02% -17,695 -100.0% Q3 2025 Oct 09, 2025
Cerity Partners LLC History Closed out 0 0 0.0% -17,116 -100.0% Q3 2025 Oct 22, 2025
Jupiter Wealth Management LLC History Closed out 0 0 0.28% -15,000 -100.0% Q3 2025 Nov 14, 2025
Neuberger Berman Group LLC History Closed out 0 0 0.0% -13,578 -100.0% Q3 2025 Nov 12, 2025
INVESTMENT HOUSE LLC History Closed out 0 0 0.02% -13,374 -100.0% Q3 2025 Oct 31, 2025
Marex Group plc History Closed out 0 0 0.0% -9,300 -100.0% Q3 2025 Nov 14, 2025
OBSIDIAN CIO, LLC History Closed out 0 0 0.05% -9,087 -100.0% Q3 2025 Oct 21, 2025
Adalta Capital Management LLC History Closed out 0 0 0.16% -9,005 -100.0% Q3 2025 Nov 17, 2025
3EDGE Asset Management, LP History Closed out 0 0 0.02% -8,322 -100.0% Q3 2025 Oct 30, 2025
Almanack Investment Partners, LLC. History Closed out 0 0 0.05% -7,510 -100.0% Q3 2025 Oct 22, 2025
PYA Waltman Capital, LLC History Closed out 0 0 0.08% -7,483 -100.0% Q3 2025 Nov 14, 2025
Silverleafe Capital Partners, LLC History Closed out 0 0 0.09% -7,454 -100.0% Q3 2025 Oct 16, 2025
Samalin Investment Counsel, LLC History Closed out 0 0 0.1% -7,350 -100.0% Q3 2025 Oct 30, 2025
Circle Wealth Management, LLC History Closed out 0 0 0.01% -6,964 -100.0% Q3 2025 Nov 14, 2025
Alpha Cubed Investments, LLC History Closed out 0 0 0.01% -6,942 -100.0% Q3 2025 Nov 03, 2025
Finer Wealth Management, Inc. History Closed out 0 0 0.13% -6,705 -100.0% Q3 2025 Nov 04, 2025
NewEdge Wealth, LLC History Closed out 0 0 0.0% -6,454 -100.0% Q3 2025 Nov 07, 2025
Great Point Wealth Advisors, LLC History Closed out 0 0 0.05% -6,388 -100.0% Q3 2025 Oct 28, 2025
Intrinsic Edge Capital Management LLC History Closed out 0 0 0.03% -6,000 -100.0% Q3 2025 Nov 12, 2025
Runnymede Capital Advisors, Inc. History Closed out 0 0 0.19% -5,768 -100.0% Q3 2025 Nov 05, 2025
VIAWEALTH, LLC History Closed out 0 0 0.12% -5,720 -100.0% Q3 2025 Nov 12, 2025
NORTH STAR ASSET MANAGEMENT INC History Closed out 0 0 0.01% -5,605 -100.0% Q3 2025 Nov 10, 2025
NWAM LLC History Closed out 0 0 0.01% -5,541 -100.0% Q3 2025 Feb 04, 2026
Ausdal Financial Partners, Inc. History Closed out 0 0 0.01% -5,496 -100.0% Q3 2025 Nov 14, 2025
Coastal Bridge Advisors, LLC History Closed out 0 0 0.02% -5,468 -100.0% Q3 2025 Nov 03, 2025
IRIDIAN ASSET MANAGEMENT LLC/CT History Closed out 0 0 0.08% -5,465 -100.0% Q3 2025 Oct 24, 2025
United Capital Management of KS, Inc. History Closed out 0 0 0.03% -5,429 -100.0% Q3 2025 Nov 12, 2025
Modera Wealth Management, LLC History Closed out 0 0 0.0% -5,241 -100.0% Q3 2025 Oct 31, 2025
Castleview Partners, LLC History Closed out 0 0 0.11% -5,225 -100.0% Q3 2025 Oct 10, 2025
RAYMOND JAMES FINANCIAL INC History Closed out 0 0 0.0% -5,224 -100.0% Q3 2025 Nov 14, 2025
Arkadios Wealth Advisors History Closed out 0 0 0.0% -5,154 -100.0% Q3 2025 Oct 29, 2025
Solstein Capital, LLC History Reduced 8 0 0.01% -1,599 -99.5% Q4 2025 Feb 13, 2026
S&T BANK/PA History Closed out 0 0 0.02% -1,400 -100.0% Q3 2025 Nov 14, 2025
Root Financial Partners, LLC History Reduced 30 0 0.0% -971 -97.0% Q4 2025 Feb 10, 2026
Front Row Advisors LLC History Closed out 0 0 0.0% -300 -100.0% Q3 2025 Nov 17, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -250 -100.0% Q3 2025 Nov 06, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -176 -100.0% Q3 2025 Nov 14, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.0% -158 -100.0% Q3 2025 Nov 03, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 0.0% -124 -100.0% Q3 2025 Nov 13, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 0.0% -87 -100.0% Q3 2025 Oct 07, 2025
Elequin Capital, LP History Closed out 0 0 0.0% -73 -100.0% Q3 2025 Nov 14, 2025
MONTAG A & ASSOCIATES INC History Closed out 0 0 0.0% -55 -100.0% Q3 2025 Nov 12, 2025
Main Street Group, LTD History Closed out 0 0 0.0% -53 -100.0% Q3 2025 Nov 07, 2025
Abound Wealth Management History Closed out 0 0 -23 -100.0% Q3 2025 Oct 10, 2025
Triumph Capital Management History New 21 0 +21 New Q4 2025 Feb 12, 2026
OPTIMA CAPITAL LLC History New 10 0 +10 New Q4 2025 Jan 23, 2026
Concord Wealth Partners History Closed out 0 0 -10 -100.0% Q3 2025 Nov 05, 2025
FLAGSHIP HARBOR ADVISORS, LLC History New 5 0 +5 New Q4 2025 Jan 21, 2026
Kohmann Bosshard Financial Services, LLC History New 5 0 +5 New Q4 2025 Jan 30, 2026
Tower Research Capital LLC (TRC) History Reduced 13 0 -4 -23.53% Q4 2025 Feb 17, 2026
Motiv8 Investments LLC History New 1 0 +1 New Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History No change 22 0 0 0.0% Q4 2025 Feb 02, 2026
FMR LLC History No change 2 0 0 0.0% Q4 2025 Feb 17, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 20 0 0 0.0% Q4 2025 Feb 09, 2026
COMERICA BANK History No change 2 0 0 0.0% Q4 2025 Jan 29, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 3 0 0 0.0% Q4 2025 Feb 12, 2026
Hartford Financial Management Inc. History No change 10 0 0 0.0% Q4 2025 Jan 21, 2026
GHP Investment Advisors, Inc. History No change 19 0 0 0.0% Q4 2025 Jan 27, 2026
Cheviot Value Management, LLC History No change 6 0 0 0.0% Q4 2025 Feb 03, 2026
Tradewinds Capital Management, LLC History No change 10 0 0 0.0% Q4 2025 Jan 14, 2026
FINANCIAL CONSULATE, INC History No change 11 0 0 0.0% Q4 2025 Jan 22, 2026
Jackson, Grant Investment Advisers, Inc. History No change 24 0 0 0.0% Q4 2025 Jan 27, 2026
Legacy Bridge, LLC History No change 20 0 0 0.0% Q4 2025 Jan 23, 2026
Centerpoint Advisors, LLC History No change 12 0 0 0.0% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History No change 20 0 0 0.0% Q4 2025 Jan 08, 2026
HOEY INVESTMENTS, INC History No change 13 0 0 0.0% Q4 2025 Jan 28, 2026
Game Plan Financial Advisors, LLC History No change 7 0 0 0.0% Q4 2025 Jan 14, 2026
SOA Wealth Advisors, LLC. History No change 1 0 0 0.0% Q4 2025 Jan 20, 2026
CoreCap Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Jan 13, 2026
Tidemark, LLC History No change 28 0 0.0% 0 0.0% Q4 2025 Feb 10, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 6 0 0 0.0% Q4 2025 Jan 22, 2026
ORG Wealth Partners, LLC History No change 13 0 0 0.0% Q4 2025 Jan 14, 2026
Financially Speaking Inc History No change 27 0 0.0% 0 0.0% Q4 2025 Feb 10, 2026