Eaton Vance Tax-Managed Diversified Equity Income Fund - ETY
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.
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 | 12,987,864 | 199,233 | 0.01% | 0.01% | 1 | +48,151 | 0.37% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,484,570 | 38,113 | 0.01% | 0.01% | 2 | -222,226 | -8.21% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,038,748 | 31,274 | 0.01% | 0.01% | 3 | +54,222 | 2.73% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 1,419,331 | 21,772 | 0.0% | 0.0% | 4 | -93,915 | -6.21% | Q4 2025 | Feb 19, 2026 |
| LPL Financial LLC | History | Added to | 1,237,972 | 18,990 | 0.01% | 0.01% | 5 | +49,690 | 4.18% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 1,133,857 | 17,393 | 0.27% | 0.3% | 6 | -17,881 | -1.55% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 904,910 | 13,881 | 0.1% | 0.11% | 7 | -67,328 | -6.93% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 844,560 | 12,955 | 0.0% | 0.0% | 8 | +37,545 | 4.65% | Q4 2025 | Feb 17, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 692,277 | 10,619 | 5.39% | 5.64% | 9 | +22,752 | 3.4% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 672,325 | 10,313 | 0.0% | — | 10 | +672,325 | New | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 613,386 | 9,409 | 0.18% | 0.2% | 11 | -1,789 | -0.29% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 548,648 | 8,416 | 0.01% | 0.01% | 12 | -3,762 | -0.68% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 539,870 | 8,281 | 0.0% | 0.0% | 13 | +7,048 | 1.32% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 515,970 | 7,914 | 0.01% | 0.01% | 14 | -27,540 | -5.07% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 423,056 | 6,489 | 0.0% | 0.0% | 15 | -1,387 | -0.33% | Q4 2025 | Feb 17, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 416,174 | 6,384 | 1.85% | 1.89% | 16 | +8,011 | 1.96% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 415,022 | 6,366 | 0.15% | 0.16% | 17 | +11,752 | 2.91% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 413,657 | 6,345 | 0.01% | 0.01% | 18 | -747 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 377,219 | 5,787 | 0.02% | 0.02% | 19 | -8,865 | -2.3% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 362,803 | 5,565 | 0.01% | 0.01% | 20 | +9,550 | 2.7% | Q4 2025 | Feb 11, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 308,126 | 4,726 | 0.08% | 0.09% | 21 | -11,342 | -3.55% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 302,634 | 4,642 | 0.01% | 0.01% | 22 | +3,620 | 1.21% | Q4 2025 | Mar 16, 2026 |
| COHEN & STEERS, INC. | History | No change | 295,617 | 4,535 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 294,230 | 4,513 | 0.16% | 0.18% | 24 | -20,973 | -6.65% | Q4 2025 | Jan 13, 2026 |
| Cypress Capital Management LLC (WY) | History | Added to | 287,207 | 4,405 | 4.09% | 4.11% | 25 | +6,645 | 2.37% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 285,317 | 4,376 | 0.0% | 0.01% | 26 | -4,507 | -1.56% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 258,529 | 3,965 | 0.0% | 0.0% | 27 | -2,202 | -0.84% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 235,785 | 3,616 | 0.02% | 0.02% | 28 | +4,026 | 1.74% | Q4 2025 | Feb 17, 2026 |
| C2C Wealth Management, LLC | History | No change | 233,594 | 3,583 | 3.02% | 3.19% | 29 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 213,390 | 3,273 | 0.02% | 0.02% | 30 | +11,633 | 5.77% | Q4 2025 | Feb 12, 2026 |
| Shaker Financial Services, LLC | History | New | 209,180 | 3,208 | 1.02% | — | 31 | +209,180 | New | Q4 2025 | Jan 26, 2026 |
| Heron Bay Capital Management | History | Reduced | 179,361 | 2,751 | 0.52% | 1.2% | 32 | -224,989 | -55.64% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 178,265 | 2,734 | 0.0% | 0.0% | 33 | -13,590 | -7.08% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 165,727 | 2,542 | 0.02% | 0.02% | 34 | -383 | -0.23% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 164,227 | 2,519 | 0.16% | 0.17% | 35 | -383 | -0.23% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 156,167 | 2,395 | 0.04% | 0.05% | 36 | +15,373 | 10.92% | Q4 2025 | Mar 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 147,971 | 2,269 | 0.02% | 0.02% | 37 | +17,337 | 13.27% | Q4 2025 | Jan 26, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 146,124 | 2,241 | 0.12% | 0.13% | 38 | -2,202 | -1.48% | Q4 2025 | Jan 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 138,690 | 2,128 | 0.06% | 0.07% | 39 | -587 | -0.42% | Q4 2025 | Feb 12, 2026 |
| Pointe Capital Management LLC | History | Reduced | 115,322 | 1,769 | 0.88% | 1.06% | 40 | -20,860 | -15.32% | Q4 2025 | Feb 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 113,690 | 1,743 | 1.48% | 0.39% | 41 | -117,226 | -50.77% | Q4 2025 | Feb 06, 2026 |
| PMG Family Office LLC | History | Added to | 105,553 | 1,619 | 1.87% | 1.87% | 42 | +450 | 0.43% | Q4 2025 | Jan 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 101,200 | 1,552 | 0.0% | 0.0% | 43 | +881 | 0.88% | Q4 2025 | Mar 25, 2026 |
| S Harris Financial Group, LLC | History | New | 83,315 | 1,278 | 1.22% | — | 44 | +83,315 | New | Q4 2025 | Mar 03, 2026 |
| Compound Planning, Inc. | History | Added to | 82,853 | 1,270 | 0.04% | 0.04% | 45 | +2,337 | 2.9% | Q4 2025 | Feb 19, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 79,915 | 1,225 | 0.02% | 0.02% | 46 | +4,320 | 5.71% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | New | 76,106 | 1,167 | 0.0% | — | 47 | +76,106 | New | Q4 2025 | Feb 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 75,172 | 1,153 | 0.09% | 0.09% | 48 | +4,543 | 6.43% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 72,251 | 1,108 | 0.01% | 0.01% | 49 | -13,631 | -15.87% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 72,043 | 1,105 | 0.0% | 0.01% | 50 | -4,355 | -5.7% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 71,339 | 1,094 | 0.0% | 0.0% | 51 | -4,308 | -5.69% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 67,920 | 1,041 | 0.0% | 0.0% | 52 | -28,469 | -29.54% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 65,990 | 1,012 | 0.0% | 0.0% | 53 | -1,989 | -2.93% | Q4 2025 | Feb 18, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | New | 57,204 | 878 | 0.11% | — | 54 | +57,204 | New | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 56,674 | 869 | 0.03% | 0.03% | 55 | +88 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 54,550 | 836 | 0.0% | 0.0% | 56 | +9,813 | 21.93% | Q4 2025 | Feb 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 54,498 | 835 | 0.01% | — | 57 | +54,498 | New | Q4 2025 | Feb 02, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 51,148 | 784 | 0.56% | 0.56% | 58 | +2,980 | 6.19% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Added to | 50,956 | 781 | 0.0% | 0.0% | 59 | +12,724 | 33.28% | Q4 2025 | Feb 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 50,216 | 770 | 0.03% | — | 60 | +50,216 | New | Q4 2025 | Feb 17, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 49,073 | 752 | 0.28% | 0.31% | 61 | +751 | 1.55% | Q4 2025 | Feb 04, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 47,669 | 731 | 0.08% | 0.08% | 62 | -97 | -0.2% | Q4 2025 | Mar 03, 2026 |
| Summit Financial, LLC | History | Reduced | 46,483 | 713 | 0.01% | 0.01% | 63 | -7,573 | -14.01% | Q4 2025 | Feb 13, 2026 |
| ELCO Management Co., LLC | History | Reduced | 45,387 | 696 | 0.44% | 0.38% | 64 | -300 | -0.66% | Q4 2025 | Feb 04, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 45,367 | 695 | 0.22% | 0.24% | 65 | -713 | -1.55% | Q4 2025 | Jan 26, 2026 |
| Ignite Planners, LLC | History | Added to | 45,452 | 694 | 0.11% | 0.12% | 66 | +496 | 1.1% | Q4 2025 | Feb 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 44,560 | 684 | 0.03% | 0.03% | 67 | +1,755 | 4.1% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 44,474 | 682 | 0.0% | 0.0% | 68 | -2,144 | -4.6% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 44,393 | 680 | 0.0% | 0.0% | 69 | +222 | 0.5% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 43,647 | 671 | 0.0% | 0.0% | 70 | +2,285 | 5.52% | Q4 2025 | Jan 08, 2026 |
| David J Yvars Group | History | Added to | 43,465 | 669 | 0.36% | 0.34% | 71 | +3,443 | 8.6% | Q4 2025 | Jan 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 43,446 | 666 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Jefferies Financial Group Inc. | History | No change | 41,240 | 632 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 40,184 | 616 | 0.02% | 0.05% | 74 | -12,369 | -23.54% | Q4 2025 | Feb 04, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 39,972 | 613 | 0.1% | 0.11% | 75 | +1,811 | 4.75% | Q4 2025 | Feb 17, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 39,865 | 612 | 0.15% | 0.16% | 76 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 39,615 | 607 | 0.04% | 0.05% | 77 | -1,800 | -4.35% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | New | 38,801 | 595 | 0.0% | — | 78 | +38,801 | New | Q4 2025 | Feb 13, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 37,565 | 576 | 0.21% | 0.23% | 79 | +251 | 0.67% | Q4 2025 | Feb 04, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 36,659 | 562 | 0.16% | 0.16% | 80 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GREENLEAF TRUST | History | No change | 36,392 | 558 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 33,200 | 509 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 32,974 | 505 | 0.0% | 0.0% | 83 | +3,650 | 12.45% | Q4 2025 | Mar 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 32,632 | 500 | 0.0% | — | 84 | +32,632 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 32,471 | 498 | 0.01% | 0.01% | 86 | +10,639 | 48.73% | Q4 2025 | Jan 29, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 32,474 | 498 | 0.06% | 0.07% | 85 | +75 | 0.23% | Q4 2025 | Feb 06, 2026 |
| Formidable Asset Management, LLC | History | No change | 31,252 | 496 | 0.07% | 0.08% | 87 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 32,269 | 495 | 0.02% | 0.03% | 88 | -2,000 | -5.84% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 31,766 | 487 | 0.0% | 0.0% | 89 | +9,392 | 41.98% | Q4 2025 | Feb 10, 2026 |
| COMMERCE BANK | History | No change | 30,743 | 471 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 29,856 | 457 | 0.0% | 0.0% | 91 | +689 | 2.36% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 28,353 | 434 | 0.0% | 0.0% | 92 | +5,623 | 24.74% | Q4 2025 | Feb 02, 2026 |
| M Holdings Securities, Inc. | History | New | 27,903 | 428 | 0.03% | — | 93 | +27,903 | New | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | No change | 27,393 | 426 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 27,140 | 416 | 0.03% | 0.03% | 95 | -54 | -0.2% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,018 | 383 | 0.0% | 0.0% | 96 | +78 | 0.31% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 24,462 | 375 | 0.01% | 0.02% | 97 | -10,361 | -29.75% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 23,895 | 366 | 0.01% | 0.01% | 98 | +5,290 | 28.43% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,388 | 358 | 0.01% | 0.01% | 99 | +1,696 | 7.82% | Q4 2025 | Feb 09, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 22,900 | 351 | 0.02% | 0.02% | 100 | -300 | -1.29% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 22,563 | 346 | 0.02% | 0.03% | 101 | -124 | -0.55% | Q4 2025 | Jan 21, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 22,045 | 341 | 0.02% | 0.03% | 102 | -952 | -4.14% | Q4 2025 | Feb 13, 2026 |
| Seek First Inc. | History | Added to | 21,804 | 334 | 0.23% | 0.24% | 103 | +409 | 1.91% | Q4 2025 | Jan 30, 2026 |
| Burford Brothers, Inc. | History | No change | 21,400 | 328 | 0.14% | 0.15% | 104 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 21,096 | 323 | 0.03% | 0.04% | 105 | +379 | 1.83% | Q4 2025 | Feb 18, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 20,472 | 314 | 0.03% | 0.03% | 106 | +142 | 0.7% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 20,020 | 307 | 0.0% | 0.0% | 107 | +2,468 | 14.06% | Q4 2025 | Jan 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 19,668 | 301 | 0.01% | 0.01% | 108 | -962 | -4.66% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 18,411 | 282 | 0.0% | 0.0% | 109 | +400 | 2.22% | Q4 2025 | Jan 29, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 18,295 | 280 | 0.03% | 0.03% | 110 | +3 | 0.02% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 17,688 | 271 | 0.0% | 0.0% | 111 | -1,449 | -7.57% | Q4 2025 | Feb 10, 2026 |
| Syverson Strege & Co | History | No change | 17,665 | 270 | 0.06% | 0.07% | 112 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Compass Planning Associates Inc | History | No change | 17,450 | 267 | 0.18% | 0.25% | 113 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 17,120 | 262 | 0.17% | — | 114 | +17,120 | New | Q4 2025 | Feb 13, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 16,470 | 247 | 0.11% | 0.13% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 15,525 | 238 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Blue Chip Partners, LLC | History | No change | 15,447 | 236 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 15,343 | 235 | 0.01% | 0.02% | 118 | -4,003 | -20.69% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 15,215 | 233 | 0.01% | 0.01% | 119 | -314 | -2.02% | Q4 2025 | Jan 28, 2026 |
| Quantum Private Wealth, LLC | History | No change | 15,000 | 230 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 14,523 | 222 | 0.05% | 0.05% | 122 | +55 | 0.38% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 14,499 | 222 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 14,169 | 217 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 13,107 | 201 | 0.0% | 0.0% | 124 | +23 | 0.18% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,061 | 200 | 0.0% | 0.0% | 125 | +4 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Milestone Asset Management Group, LLC | History | New | 12,840 | 196 | 0.11% | — | 126 | +12,840 | New | Q4 2025 | Feb 03, 2026 |
| Procyon Advisors, LLC | History | New | 12,755 | 195 | 0.01% | — | 127 | +12,755 | New | Q4 2025 | Jan 07, 2026 |
| Harbour Wealth Management Group, Inc. | History | New | 12,443 | 190 | 0.15% | — | 128 | +12,443 | New | Q4 2025 | Feb 19, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 12,505 | 189 | 0.0% | 0.01% | 129 | -981 | -7.27% | Q4 2025 | Jan 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,239 | 187 | 0.0% | 0.0% | 130 | +539 | 4.61% | Q4 2025 | Feb 02, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 12,159 | 186 | 0.08% | 0.09% | 131 | +88 | 0.73% | Q4 2025 | Feb 02, 2026 |
| CVFG LLC | History | Added to | 11,857 | 181 | 0.12% | 0.13% | 132 | +638 | 5.69% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 11,219 | 172 | 0.0% | 0.0% | 133 | -17,734 | -61.25% | Q4 2025 | Feb 11, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 11,266 | 172 | 0.09% | 0.08% | 134 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,209 | 171 | 0.0% | 0.0% | 135 | +195 | 1.77% | Q4 2025 | Feb 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 11,104 | 170 | 0.01% | 0.01% | 136 | +731 | 7.05% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | No change | 11,003 | 168 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Focused Wealth Management, Inc | History | Added to | 10,819 | 165 | 0.02% | 0.02% | 139 | +141 | 1.32% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 10,812 | 165 | 0.0% | 0.0% | 138 | +40 | 0.37% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | New | 10,637 | 163 | 0.0% | — | 140 | +10,637 | New | Q4 2025 | Jan 30, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 10,580 | 162 | 0.01% | — | 141 | +10,580 | New | Q4 2025 | Feb 13, 2026 |
| Uncommon Cents Investing LLC | History | No change | 10,384 | 159 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HUB Investment Partners, LLC | History | New | 10,337 | 158 | 0.0% | — | 143 | +10,337 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 10,259 | 157 | 0.0% | 0.0% | 144 | +3,185 | 45.02% | Q4 2025 | Feb 13, 2026 |
| Krilogy Financial LLC | History | No change | 10,364 | 157 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 10,139 | 155 | 0.01% | 0.01% | 146 | -1,700 | -14.36% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 10,067 | 154 | 0.0% | — | 147 | +10,067 | New | Q4 2025 | Jan 14, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 10,000 | 152 | 0.04% | 0.05% | 148 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 8,329 | 127 | 0.0% | 0.0% | 149 | -1,028 | -10.99% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,108 | 124 | 0.0% | 0.0% | 150 | +3,941 | 94.58% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 7,967 | 122 | 0.0% | — | 151 | +7,967 | New | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,613 | 116 | 0.0% | 0.0% | 152 | -1,250 | -14.1% | Q4 2025 | Jan 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 6,322 | 96 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CITY HOLDING CO | History | No change | 6,000 | 92 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,275 | 80 | 0.0% | 0.0% | 155 | +91 | 1.76% | Q4 2025 | Jan 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,101 | 78 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 5,138 | 78 | 0.12% | 0.11% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 5,000 | 76 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 4,983 | 76 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WEBSTER BANK, N. A. | History | No change | 4,825 | 74 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CNB Bank | History | No change | 4,590 | 70 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,035 | 61 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,949 | 60 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 3,724 | 57 | 0.01% | 0.01% | 164 | +70 | 1.92% | Q4 2025 | Jan 22, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 3,700 | 56 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 3,404 | 52 | 0.0% | 0.0% | 166 | -284 | -7.7% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 3,325 | 51 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Activest Wealth Management | History | No change | 3,325 | 51 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Twin Lakes Capital Management, LLC | History | Added to | 3,303 | 50 | 0.02% | 0.02% | 169 | +61 | 1.88% | Q4 2025 | Feb 04, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,250 | 49 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bogart Wealth, LLC | History | No change | 3,231 | 49 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mascoma Wealth Management LLC | History | No change | 3,190 | 48 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 2,839 | 43 | 0.0% | — | 173 | +2,839 | New | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 2,667 | 40 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | New | 2,560 | 39 | 0.0% | — | 175 | +2,560 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,550 | 39 | 0.0% | — | 176 | +2,550 | New | Q4 2025 | Jan 21, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2,437 | 37 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,412 | 36 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 2,344 | 35 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 2,121 | 32 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 2,117 | 31 | 0.04% | 0.14% | 181 | -4,588 | -68.43% | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | New | 2,000 | 30 | 0.01% | — | 182 | +2,000 | New | Q4 2025 | Jan 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 1,805 | 27 | 0.01% | 0.0% | 184 | +909 | 101.45% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,783 | 27 | 0.0% | 0.0% | 183 | +699 | 64.48% | Q4 2025 | Jan 26, 2026 |
| MCF Advisors LLC | History | No change | 1,744 | 26 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | No change | 1,599 | 24 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TD Capital Management LLC | History | No change | 1,302 | 19 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 1,151 | 17 | 0.01% | 0.01% | 188 | -127 | -9.94% | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,000 | 15 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 992 | 15 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blue Trust, Inc. | History | No change | 1,000 | 15 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | No change | 1,000 | 15 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 850 | 13 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | New | 700 | 10 | 0.0% | — | 194 | +700 | New | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 618 | 9 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CoreFirst Bank & Trust | History | No change | 625 | 9 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 549 | 8 | 0.01% | — | 198 | +549 | New | Q4 2025 | Feb 19, 2026 |
| Dunhill Financial, LLC | History | No change | 533 | 8 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 500 | 7 | 0.0% | 0.0% | 199 | -500 | -50.0% | Q4 2025 | Feb 06, 2026 |
| Byrne Asset Management LLC | History | No change | 400 | 6 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 359 | 5 | 0.0% | 0.0% | 201 | +125 | 53.42% | Q4 2025 | Feb 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 95 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -41,327 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,630 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,335 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,414 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,428 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2025 | Oct 16, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,392 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,212 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -768 | -100.0% | Q3 2025 | Oct 24, 2025 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 29, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 04, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 55 | 0 | — | 0.0% | — | -39 | -41.49% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 60 | 0 | — | 0.0% | — | -7 | -10.45% | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |