Eaton Vance Ltd Duration Income Fund - EVV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 33 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 10,003,565 | 99,135 | 0.01% | 0.01% | 1 | -44,483 | -0.44% | Q4 2025 | Feb 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 6,460,942 | 64,028 | 78.52% | 1.32% | 2 | +44,239 | 0.69% | Q4 2025 | Feb 25, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,510,263 | 44,703 | 0.01% | 0.01% | 3 | +400,490 | 9.74% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,762,567 | 17,467 | 0.13% | 0.13% | 4 | +28,303 | 1.63% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 1,454,281 | 14,411 | 0.0% | 0.0% | 5 | -19,790 | -1.34% | Q4 2025 | Feb 19, 2026 |
| LPL Financial LLC | History | Reduced | 1,344,322 | 13,322 | 0.0% | 0.01% | 6 | -346,601 | -20.5% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,050,961 | 10,415 | 0.26% | 0.27% | 7 | +13,637 | 1.31% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 976,099 | 9,673 | 0.0% | — | 8 | +976,099 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 810,950 | 8,036 | 0.01% | 0.01% | 9 | +96,974 | 13.58% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 766,564 | 7,596 | 0.0% | 0.0% | 10 | +5 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 714,065 | 7,076 | 0.11% | 0.14% | 11 | -97,417 | -12.0% | Q4 2025 | Jan 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 519,842 | 5,151 | 0.0% | 0.0% | 12 | -15,037 | -2.81% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 509,467 | 5,049 | 0.01% | 0.01% | 13 | +67,510 | 15.28% | Q4 2025 | Feb 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 437,128 | 4,331 | 0.23% | 0.25% | 14 | -5,633 | -1.27% | Q4 2025 | Jan 07, 2026 |
| OAK HILL ADVISORS LP | History | No change | 390,403 | 3,868 | 0.63% | 0.83% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | No change | 375,463 | 3,721 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 362,470 | 3,592 | 0.01% | 0.01% | 17 | -19,061 | -5.0% | Q4 2025 | Feb 17, 2026 |
| Kanen Wealth Management LLC | History | Reduced | 355,116 | 3,528 | 1.07% | 1.37% | 18 | -46,298 | -11.53% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 342,458 | 3,393 | 0.0% | 0.0% | 19 | +23,020 | 7.21% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 294,994 | 2,923 | 0.0% | 0.0% | 20 | -6,071 | -2.02% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 282,339 | 2,797 | 0.0% | 0.0% | 21 | -4,244 | -1.48% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 261,501 | 2,591 | 0.01% | 0.01% | 22 | +64,159 | 32.51% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 259,730 | 2,573 | 0.01% | 0.01% | 23 | +13,076 | 5.3% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | New | 253,591 | 2,513 | 0.0% | — | 24 | +253,591 | New | Q4 2025 | Feb 17, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 239,059 | 2,369 | 0.75% | 0.84% | 25 | -3,655 | -1.51% | Q4 2025 | Jan 26, 2026 |
| Creative Planning | History | Reduced | 228,398 | 2,263 | 0.0% | 0.0% | 26 | -29,089 | -11.3% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 212,329 | 2,104 | 0.0% | 0.0% | 27 | -67,323 | -24.07% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 210,272 | 2,084 | 0.0% | 0.0% | 28 | -8,884 | -4.05% | Q4 2025 | Feb 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 206,016 | 2,041 | 0.37% | 0.39% | 29 | +8,186 | 4.14% | Q4 2025 | Feb 06, 2026 |
| Summit Financial, LLC | History | Added to | 192,415 | 1,906 | 0.03% | 0.03% | 30 | +25,559 | 15.32% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 178,160 | 1,765 | 0.0% | 0.0% | 31 | +2,878 | 1.64% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 172,441 | 1,708 | 0.13% | 0.14% | 32 | -9,149 | -5.04% | Q4 2025 | Jan 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 152,300 | 1,509 | 0.0% | 0.0% | 33 | +120,575 | 380.06% | Q4 2025 | Feb 12, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 137,910 | 1,366 | 0.16% | 0.16% | 34 | +6,173 | 4.69% | Q4 2025 | Feb 06, 2026 |
| KENNEDY INVESTMENT GROUP | History | Reduced | 136,816 | 1,355 | 0.51% | 0.79% | 35 | -58,422 | -29.92% | Q4 2025 | Feb 06, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 135,906 | 1,346 | 0.11% | 0.12% | 36 | +4,549 | 3.46% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 128,635 | 1,274 | 0.04% | 0.06% | 37 | -22,630 | -14.96% | Q4 2025 | Jan 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 99,828 | 989 | 0.57% | 0.58% | 38 | +2,937 | 3.03% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 98,815 | 979 | 0.0% | 0.0% | 39 | +80,188 | 430.49% | Q4 2025 | Mar 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 87,124 | 863 | 0.0% | 0.0% | 40 | +3,972 | 4.78% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 86,701 | 859 | 0.03% | 0.03% | 41 | +8,233 | 10.49% | Q4 2025 | Feb 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 81,850 | 811 | 0.09% | 0.1% | 42 | -10,300 | -11.18% | Q4 2025 | Mar 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 68,850 | 682 | 0.03% | 0.03% | 43 | -365 | -0.53% | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | Added to | 67,894 | 679 | 0.0% | 0.0% | 44 | +38,262 | 129.12% | Q4 2025 | Feb 10, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 63,308 | 629 | 0.44% | 0.44% | 45 | +2,300 | 3.77% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 61,006 | 604 | 0.01% | 0.01% | 46 | -9,903 | -13.97% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 60,077 | 600 | 0.0% | 0.0% | 47 | -787 | -1.29% | Q4 2025 | Jan 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 57,359 | 568 | 0.0% | 0.01% | 48 | -276 | -0.48% | Q4 2025 | Jan 26, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 51,336 | 508 | 0.0% | 0.0% | 49 | +47,209 | 1143.91% | Q4 2025 | Feb 02, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 51,181 | 507 | 0.02% | 0.04% | 50 | -48,189 | -48.49% | Q4 2025 | Feb 17, 2026 |
| FIRST MERCHANTS CORP | History | New | 51,000 | 505 | 0.02% | — | 51 | +51,000 | New | Q4 2025 | Jan 12, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 48,895 | 482 | 0.32% | 0.32% | 52 | -731 | -1.47% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | Added to | 45,330 | 449 | 0.01% | 0.02% | 53 | +982 | 2.21% | Q4 2025 | Feb 05, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 43,903 | 435 | 0.16% | 0.23% | 54 | -14,525 | -24.86% | Q4 2025 | Jan 23, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 41,350 | 409 | 0.03% | — | 55 | +41,350 | New | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 40,764 | 403 | 0.01% | 0.01% | 56 | -1,160 | -2.77% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 40,162 | 398 | 0.0% | 0.0% | 57 | -21,522 | -34.89% | Q4 2025 | Feb 17, 2026 |
| Rock Point Advisors, LLC | History | Added to | 38,849 | 384 | 0.1% | 0.1% | 58 | +300 | 0.78% | Q4 2025 | Feb 04, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 34,824 | 345 | 0.15% | 0.19% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 34,653 | 343 | 0.27% | 0.29% | 60 | -350 | -1.0% | Q4 2025 | Feb 10, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 34,051 | 337 | 0.27% | 0.28% | 61 | +348 | 1.03% | Q4 2025 | Jan 06, 2026 |
| COMERICA BANK | History | Added to | 33,896 | 335 | 0.0% | 0.0% | 62 | +4,180 | 14.07% | Q4 2025 | Jan 29, 2026 |
| Apriem Advisors | History | Added to | 31,468 | 311 | 0.03% | 0.03% | 63 | +28 | 0.09% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 31,226 | 309 | 0.01% | 0.01% | 64 | +6,401 | 25.78% | Q4 2025 | Jan 26, 2026 |
| HRT FINANCIAL LP | History | New | 30,108 | 298 | 0.0% | — | 65 | +30,108 | New | Q4 2025 | Feb 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 29,367 | 291 | 0.12% | 0.13% | 66 | -922 | -3.04% | Q4 2025 | Jan 14, 2026 |
| Pointe Capital Management LLC | History | Added to | 26,240 | 260 | 0.13% | 0.11% | 67 | +5,005 | 23.57% | Q4 2025 | Feb 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 23,000 | 227 | 0.04% | 0.02% | 68 | +7,000 | 43.75% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,599 | 223 | 0.0% | 0.0% | 69 | -9,259 | -29.06% | Q4 2025 | Feb 10, 2026 |
| CONNING INC. | History | No change | 22,455 | 222 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,681 | 214 | 0.0% | 0.0% | 71 | -10,734 | -33.11% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 20,459 | 202 | 0.01% | 0.01% | 72 | -4,855 | -19.18% | Q4 2025 | Feb 17, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 20,000 | 198 | 0.07% | 0.08% | 73 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Reduced | 19,767 | 195 | 0.0% | 0.0% | 74 | -4,195 | -17.51% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 19,028 | 188 | 0.0% | 0.0% | 75 | +95 | 0.5% | Q4 2025 | Feb 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 18,611 | 184 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 18,319 | 181 | 0.01% | 0.01% | 77 | -1,081 | -5.57% | Q4 2025 | Feb 10, 2026 |
| Marex Group plc | History | New | 17,607 | 174 | 0.0% | — | 78 | +17,607 | New | Q4 2025 | Feb 12, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 17,542 | 173 | 0.11% | 0.11% | 79 | -507 | -2.81% | Q4 2025 | Jan 29, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 17,383 | 172 | 0.07% | 0.08% | 80 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | No change | 17,300 | 171 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 17,185 | 170 | 0.0% | 0.0% | 82 | -200 | -1.15% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 16,465 | 163 | 0.0% | — | 84 | +16,465 | New | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 16,456 | 163 | 0.0% | 0.0% | 83 | -1,493 | -8.32% | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 16,153 | 160 | 0.0% | 0.0% | 85 | +3,383 | 26.49% | Q4 2025 | Feb 09, 2026 |
| Bison Wealth, LLC | History | New | 16,850 | 154 | 0.02% | — | 86 | +16,850 | New | Q4 2025 | Mar 24, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 15,600 | 154 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,241 | 151 | 0.0% | 0.0% | 88 | +807 | 5.59% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 14,400 | 142 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ProVise Management Group, LLC | History | Reduced | 14,263 | 141 | 0.01% | 0.01% | 90 | -2,470 | -14.76% | Q4 2025 | Jan 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 13,647 | 135 | 0.01% | 0.02% | 91 | -234 | -1.69% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Reduced | 13,562 | 134 | 0.0% | 0.0% | 92 | -5,480 | -28.78% | Q4 2025 | Mar 09, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 13,473 | 133 | 0.0% | — | 93 | +13,473 | New | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 13,001 | 128 | 0.04% | — | 95 | +13,001 | New | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | No change | 13,000 | 128 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 12,760 | 126 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,688 | 125 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 12,417 | 123 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 12,460 | 123 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DECISION INVESTMENTS, INC | History | New | 12,200 | 120 | 0.13% | — | 101 | +12,200 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 12,115 | 120 | 0.0% | 0.0% | 100 | +265 | 2.24% | Q4 2025 | Feb 13, 2026 |
| WealthTrust Axiom LLC | History | No change | 11,800 | 116 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 11,402 | 112 | 0.0% | 0.0% | 103 | +149 | 1.32% | Q4 2025 | Feb 02, 2026 |
| Western Wealth Management, LLC | History | New | 11,162 | 110 | 0.01% | — | 104 | +11,162 | New | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,250 | 101 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ellis Investment Partners, LLC | History | New | 10,161 | 100 | 0.02% | — | 106 | +10,161 | New | Q4 2025 | Feb 02, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 10,184 | 100 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 8,100 | 80 | 0.0% | 0.0% | 108 | +1,100 | 15.71% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 7,838 | 77 | 0.0% | 0.0% | 109 | -385 | -4.68% | Q4 2025 | Jan 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 7,000 | 69 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | Added to | 6,946 | 68 | 0.0% | 0.0% | 111 | +112 | 1.64% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,783 | 67 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITY HOLDING CO | History | No change | 6,000 | 59 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | No change | 5,813 | 57 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Byrne Asset Management LLC | History | No change | 4,750 | 47 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 4,365 | 43 | 0.0% | — | 116 | +4,365 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 3,830 | 37 | 0.0% | — | 117 | +3,830 | New | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 3,400 | 33 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Advocates LLC | History | Added to | 3,144 | 31 | 0.01% | 0.01% | 119 | +27 | 0.87% | Q4 2025 | Feb 11, 2026 |
| West Branch Capital LLC | History | Added to | 2,097 | 20 | 0.01% | 0.01% | 120 | +15 | 0.72% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,788 | 17 | 0.0% | 0.0% | 123 | +1,522 | 572.18% | Q4 2025 | Jan 23, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 1,799 | 17 | 0.01% | 0.01% | 121 | -177 | -8.96% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | Added to | 1,749 | 17 | 0.0% | 0.0% | 122 | +40 | 2.34% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,500 | 14 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | No change | 1,500 | 14 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | New | 1,150 | 11 | 0.0% | — | 126 | +1,150 | New | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 1,115 | 11 | 0.0% | — | 127 | +1,115 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 1,173 | 11 | 0.01% | 0.01% | 128 | -981 | -45.54% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,061 | 10 | 0.0% | 0.0% | 129 | -497 | -31.9% | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 1,000 | 9 | 0.0% | — | 130 | +1,000 | New | Q4 2025 | Mar 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 9 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 833 | 8 | 0.01% | — | 132 | +833 | New | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 645 | 6 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ares Financial Consulting, LLC | History | New | 573 | 5 | 0.0% | — | 136 | +573 | New | Q4 2025 | Jan 30, 2026 |
| CX Institutional | History | New | 513 | 5 | 0.0% | — | 135 | +513 | New | Q4 2025 | Feb 02, 2026 |
| Inlight Wealth Management, LLC | History | No change | 583 | 5 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 477 | 4 | 0.0% | 0.0% | 137 | -880 | -64.85% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | New | 500 | 4 | 0.0% | — | 140 | +500 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | New | 408 | 4 | 0.0% | — | 139 | +408 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 419 | 4 | 0.0% | 0.0% | 138 | +281 | 203.62% | Q4 2025 | Jan 26, 2026 |
| Nova Wealth Management, Inc. | History | New | 304 | 3 | 0.0% | — | 141 | +304 | New | Q4 2025 | Jan 14, 2026 |
| Concord Wealth Partners | History | Reduced | 263 | 2 | 0.0% | 0.0% | 142 | -288 | -52.27% | Q4 2025 | Jan 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 255 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Private Wealth Management Group, LLC | History | New | 130 | 1 | 0.0% | — | 145 | +130 | New | Q4 2025 | Jan 23, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 42 | 1 | 0.0% | — | 144 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -37,564 | -100.0% | Q3 2025 | Oct 21, 2025 |
| RIVERBRIDGE PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,878 | -100.0% | Q3 2025 | Oct 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Garden State Investment Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,944 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,169 | -100.0% | Q3 2025 | Nov 07, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,411 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gilbert & Cook, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,017 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,420 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,105 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 24, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 14, 2025 |