SPDR INDEX SHARES FUNDS - FEZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 8,766,780 | 564,493 | 0.04% | 0.03% | 1 | +833,784 | 10.51% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 3,412,696 | 219,743 | 0.01% | 0.02% | 2 | -1,216,576 | -26.28% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,167,220 | 203,937 | 0.01% | 0.01% | 3 | +40,080 | 1.28% | Q4 2025 | Feb 17, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 2,688,253 | 173,096 | 11.8% | 3.99% | 4 | +1,835,855 | 215.38% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,268,438 | 146,064 | 0.02% | 0.0% | 5 | +1,918,629 | 548.48% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,163,779 | 139,325 | 0.02% | 0.02% | 6 | -7,260 | -0.33% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Reduced | 2,138,008 | 137,666 | 0.02% | 0.02% | 7 | -403,262 | -15.87% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,034,869 | 131,025 | 0.02% | 0.01% | 8 | +399,361 | 24.42% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,432,911 | 92,265 | 0.02% | 0.02% | 9 | -288,194 | -16.74% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1,359,933 | 87,566 | 0.14% | — | 10 | +1,359,933 | New | Q4 2025 | Jan 15, 2026 |
| PRUDENTIAL PLC | History | Added to | 1,224,300 | 78,832 | 0.63% | 0.3% | 11 | +568,600 | 86.72% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 1,125,413 | 72,465 | 0.02% | 0.02% | 12 | +83,616 | 8.03% | Q4 2025 | Feb 11, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 802,765 | 51,820 | 5.35% | 5.87% | 13 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 713,420 | 45,937 | 0.01% | 0.02% | 14 | -96,097 | -11.87% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 709,755 | 45,701 | 0.02% | — | 15 | +709,755 | New | Q4 2025 | Feb 17, 2026 |
| Robinhood Asset Management, LLC | History | New | 696,212 | 44,829 | 3.57% | — | 16 | +696,212 | New | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 626,595 | 40,347 | 0.01% | — | 17 | +626,595 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 565,202 | 36,393 | 0.02% | 0.01% | 18 | +279,906 | 98.11% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 536,707 | 34,558 | 0.01% | 0.01% | 19 | -851,574 | -61.34% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 436,414 | 28,100 | 0.02% | 0.02% | 20 | +284 | 0.07% | Q4 2025 | Feb 10, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 434,837 | 27,999 | 0.41% | 0.4% | 21 | +5,835 | 1.36% | Q4 2025 | Feb 17, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 391,300 | 25,195 | 0.69% | 0.87% | 22 | -57,600 | -12.83% | Q4 2025 | Feb 13, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 373,009 | 24,018 | 12.26% | 12.24% | 23 | +2,962 | 0.8% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 369,078 | 23,764 | 0.04% | 0.04% | 24 | -728 | -0.2% | Q4 2025 | Feb 10, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | New | 350,000 | 22,536 | 0.37% | — | 25 | +350,000 | New | Q4 2025 | Feb 17, 2026 |
| Bensler, LLC | History | Added to | 334,515 | 21,539 | 2.16% | 2.1% | 26 | +9,284 | 2.85% | Q4 2025 | Feb 04, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 324,500 | 20,894 | 0.06% | 0.05% | 27 | +17,800 | 5.8% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 318,200 | 20,488 | 0.02% | 0.02% | 28 | +86,600 | 37.39% | Q4 2025 | Feb 11, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 315,179 | 20,294 | 0.01% | 0.01% | 29 | -9,007 | -2.78% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 268,737 | 17,303 | 0.02% | 0.01% | 30 | +116,411 | 76.42% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 267,910 | 17,250 | 0.0% | 0.0% | 31 | -28,728 | -9.68% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 263,948 | 16,995 | 0.07% | 0.07% | 32 | +10,379 | 4.09% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 258,347 | 16,634 | 0.01% | 0.01% | 33 | -849 | -0.33% | Q4 2025 | Feb 18, 2026 |
| MATAURO, LLC | History | Added to | 258,010 | 16,613 | 2.5% | 2.49% | 34 | +6,072 | 2.41% | Q4 2025 | Jan 16, 2026 |
| COURIER CAPITAL LLC | History | Added to | 253,932 | 16,350 | 0.92% | 0.83% | 35 | +20,443 | 8.76% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 222,433 | 14,322 | 0.03% | 0.03% | 36 | -35,238 | -13.68% | Q4 2025 | Mar 16, 2026 |
| Cerity Partners LLC | History | Added to | 195,639 | 12,597 | 0.02% | 0.0% | 37 | +192,074 | 5387.77% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 177,563 | 11,433 | 0.02% | 0.01% | 38 | -2,627 | -1.46% | Q4 2025 | Feb 13, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 165,966 | 10,686 | 1.82% | 1.66% | 39 | -6,647 | -3.85% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 165,486 | 10,655 | 0.65% | 0.65% | 40 | +1,143 | 0.7% | Q4 2025 | Feb 18, 2026 |
| GFS Advisors, LLC | History | Added to | 157,222 | 10,123 | 1.2% | 1.24% | 41 | +1,260 | 0.81% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 152,763 | 9,836 | 0.18% | 0.14% | 42 | +31,498 | 25.97% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 148,588 | 9,567 | 0.01% | 0.01% | 43 | -7,581 | -4.85% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 145,442 | 9,365 | 0.06% | 0.05% | 45 | +35,651 | 32.47% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 145,448 | 9,365 | 0.0% | 0.0% | 44 | +2,163 | 1.51% | Q4 2025 | Feb 12, 2026 |
| Financial Enhancement Group LLC | History | Added to | 140,939 | 9,301 | 1.21% | 1.18% | 46 | +1,455 | 1.04% | Q4 2025 | Jan 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 140,106 | 9,044 | 0.02% | 0.02% | 47 | +10,454 | 8.06% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 140,350 | 9,037 | 0.01% | 0.01% | 48 | -578 | -0.41% | Q4 2025 | Feb 13, 2026 |
| Circle Wealth Management, LLC | History | Added to | 134,771 | 8,677 | 0.13% | 0.16% | 49 | +315 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 130,789 | 8,421 | 0.41% | 0.38% | 50 | +2,944 | 2.3% | Q4 2025 | Jan 20, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 125,862 | 8,104 | 0.86% | 0.84% | 51 | +2,121 | 1.71% | Q4 2025 | Jan 20, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 123,501 | 7,952 | 0.89% | 0.86% | 52 | -332 | -0.27% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 122,569 | 7,892 | 0.51% | 0.49% | 53 | +4,972 | 4.23% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | Added to | 115,624 | 7,445 | 0.0% | 0.0% | 54 | +57,899 | 100.3% | Q4 2025 | Feb 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 115,241 | 7,420 | 0.06% | 0.07% | 55 | +17,717 | 18.17% | Q4 2025 | Jan 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 115,170 | 7,416 | 0.06% | 0.06% | 56 | +2,243 | 1.99% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 112,694 | 7,262 | 0.01% | 0.01% | 57 | -10,116 | -8.24% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 105,218 | 6,774 | 2.16% | 2.12% | 58 | +3,773 | 3.72% | Q4 2025 | Feb 06, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 103,149 | 6,641 | 0.75% | 0.76% | 59 | +1,127 | 1.1% | Q4 2025 | Feb 17, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 100,054 | 6,445 | 3.0% | 3.65% | 60 | -26,810 | -21.13% | Q4 2025 | Feb 26, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 97,425 | 6,273 | 0.21% | 0.2% | 61 | +5,461 | 5.94% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 96,629 | 6,221 | 0.02% | 0.02% | 62 | -1,952 | -1.98% | Q4 2025 | Feb 13, 2026 |
| Allie Family Office LLC | History | No change | 94,838 | 6,106 | 2.85% | 2.79% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 88,062 | 5,670 | 0.55% | 0.55% | 64 | -774 | -0.87% | Q4 2025 | Jan 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 85,896 | 5,530 | 0.01% | 0.01% | 65 | +14,669 | 20.59% | Q4 2025 | Feb 06, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 84,446 | 5,464 | 0.01% | 0.04% | 66 | -263,960 | -75.76% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 84,687 | 5,452 | 0.01% | 0.01% | 67 | +14,532 | 20.71% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 80,358 | 5,174 | 0.02% | 0.03% | 68 | -4,495 | -5.3% | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 75,044 | 4,832 | 0.54% | 0.49% | 69 | +7,659 | 11.37% | Q4 2025 | Jan 14, 2026 |
| LM Advisors LLC | History | Reduced | 307 | 4,766 | 0.09% | 0.04% | 70 | -4,459 | -93.56% | Q4 2025 | Feb 13, 2026 |
| Demars Financial Group, LLC | History | Added to | 73,744 | 4,748 | 1.59% | 1.52% | 71 | +3,290 | 4.67% | Q4 2025 | Jan 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 71,990 | 4,635 | 0.18% | 0.14% | 72 | +15,239 | 26.85% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 71,037 | 4,574 | 0.0% | 0.0% | 73 | -62,860 | -46.95% | Q4 2025 | Feb 10, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 70,692 | 4,551 | 0.35% | 0.46% | 74 | -2,999 | -4.07% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 66,425 | 4,277 | 0.02% | 0.02% | 75 | +11,387 | 20.69% | Q4 2025 | Feb 13, 2026 |
| Cordoba Advisory Partners LLC | History | New | 64,344 | 4,143 | 1.02% | — | 76 | +64,344 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 62,672 | 4,035 | 0.01% | 0.01% | 77 | +3,503 | 5.92% | Q4 2025 | Feb 17, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 61,597 | 3,981 | 0.21% | 0.15% | 78 | +18,653 | 43.44% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 60,579 | 3,901 | 0.01% | 0.01% | 79 | +1,604 | 2.72% | Q4 2025 | Feb 05, 2026 |
| PKS Advisory Services, LLC | History | Added to | 59,826 | 3,852 | 0.88% | 0.72% | 80 | +4,013 | 7.19% | Q4 2025 | Feb 02, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 59,061 | 3,802 | 0.04% | 0.05% | 81 | -11,601 | -16.42% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 58,880 | 3,791 | 0.01% | 0.01% | 82 | +4,228 | 7.74% | Q4 2025 | Feb 11, 2026 |
| Walleye Trading LLC | History | Reduced | 58,800 | 3,786 | 0.01% | 0.01% | 83 | -9,400 | -13.78% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 57,799 | 3,721 | 0.01% | 0.01% | 84 | -3,957 | -6.41% | Q4 2025 | Mar 09, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 57,230 | 3,684 | 2.27% | 2.22% | 85 | -306 | -0.53% | Q4 2025 | Feb 02, 2026 |
| Summit Financial, LLC | History | Added to | 56,875 | 3,662 | 0.05% | 0.05% | 86 | +1,016 | 1.82% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 56,785 | 3,656 | 0.13% | 0.14% | 87 | -156 | -0.27% | Q4 2025 | Feb 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 56,585 | 3,643 | 0.01% | 0.01% | 88 | -206 | -0.36% | Q4 2025 | Feb 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 56,079 | 3,629 | 0.0% | — | 89 | +56,079 | New | Q4 2025 | Feb 13, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 56,056 | 3,609 | 2.33% | 1.85% | 90 | +14,284 | 34.2% | Q4 2025 | Jan 26, 2026 |
| Climber Capital SA | History | New | 62,849 | 3,419 | 2.23% | — | 91 | +62,849 | New | Q4 2025 | Feb 03, 2026 |
| Eagle Strategies LLC | History | Added to | 51,765 | 3,333 | 0.43% | 0.33% | 92 | +12,085 | 30.46% | Q4 2025 | Jan 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 39,897 | 3,206 | 0.0% | 0.02% | 93 | -414,452 | -91.22% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 48,402 | 3,116 | 0.11% | 0.12% | 94 | -920 | -1.87% | Q4 2025 | Jan 27, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 48,255 | 3,107 | 1.89% | 1.82% | 95 | +1,593 | 3.41% | Q4 2025 | Jan 22, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 46,720 | 3,008 | 0.83% | 0.68% | 96 | +8,271 | 21.51% | Q4 2025 | Jan 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 45,585 | 2,935 | 1.94% | 1.61% | 97 | +4,951 | 12.18% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Reduced | 45,540 | 2,932 | 0.0% | 0.0% | 98 | -4,520 | -9.03% | Q4 2025 | Feb 13, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 44,316 | 2,853 | 0.85% | 0.39% | 99 | +24,590 | 124.66% | Q4 2025 | Jan 26, 2026 |
| GTS SECURITIES LLC | History | New | 43,815 | 2,821 | 0.1% | — | 100 | +43,815 | New | Q4 2025 | Feb 13, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | New | 43,801 | 2,820 | 1.59% | — | 101 | +43,801 | New | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | Added to | 43,295 | 2,787 | 0.36% | 0.36% | 102 | +1,054 | 2.5% | Q4 2025 | Jan 29, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 42,667 | 2,747 | 0.79% | 0.76% | 103 | +2,672 | 6.68% | Q4 2025 | Feb 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 42,044 | 2,707 | 0.38% | 0.42% | 104 | -672 | -1.57% | Q4 2025 | Jan 21, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | Reduced | 41,821 | 2,692 | 1.93% | 1.92% | 105 | -290 | -0.69% | Q4 2025 | Jan 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 41,610 | 2,679 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 39,464 | 2,541 | 1.31% | 1.77% | 107 | -14,654 | -27.08% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 36,554 | 2,353 | 0.03% | 0.04% | 108 | -1,923 | -5.0% | Q4 2025 | Jan 23, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 33,566 | 2,265 | 1.0% | 0.99% | 109 | +403 | 1.22% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 33,536 | 2,159 | 0.0% | 0.0% | 110 | +3,997 | 13.53% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 31,891 | 2,053 | 0.0% | 0.0% | 111 | -601 | -1.85% | Q4 2025 | Feb 02, 2026 |
| Black Maple Capital Management LP | History | No change | 31,800 | 2,047 | 1.43% | 0.96% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 31,157 | 2,006 | 0.22% | 0.26% | 113 | -2,650 | -7.84% | Q4 2025 | Feb 12, 2026 |
| Quartz Partners, LLC | History | Reduced | 30,909 | 1,990 | 0.74% | 0.75% | 114 | -2,300 | -6.93% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 29,306 | 1,887 | 0.02% | 0.03% | 115 | +89 | 0.3% | Q4 2025 | Feb 03, 2026 |
| Global Assets Advisory, LLC | History | Added to | 28,515 | 1,836 | 0.52% | 0.5% | 116 | +1,574 | 5.84% | Q4 2025 | Feb 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 28,156 | 1,812 | 0.01% | 0.0% | 117 | +6,756 | 31.57% | Q4 2025 | Jan 26, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 28,050 | 1,806 | 0.58% | 0.59% | 118 | -278 | -0.98% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 26,923 | 1,733 | 0.08% | 0.07% | 119 | +1,732 | 6.88% | Q4 2025 | Jan 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 26,779 | 1,724 | 0.06% | 0.06% | 120 | +6 | 0.02% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 26,573 | 1,711 | 0.24% | 0.12% | 121 | +13,287 | 100.01% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | No change | 25,870 | 1,665 | 0.05% | 0.06% | 122 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Stablepoint Partners, LLC | History | Added to | 24,813 | 1,597 | 0.25% | 0.24% | 123 | +794 | 3.31% | Q4 2025 | Jan 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,386 | 1,570 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 24,300 | 1,564 | 0.0% | 0.0% | 125 | -400 | -1.62% | Q4 2025 | Feb 17, 2026 |
| Rathbones Group PLC | History | No change | 24,275 | 1,563 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 24,225 | 1,559 | 0.01% | 0.01% | 127 | -740 | -2.96% | Q4 2025 | Feb 03, 2026 |
| 71 West Capital Partners | History | New | 23,273 | 1,498 | 0.07% | — | 128 | +23,273 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 23,251 | 1,497 | 0.0% | 0.0% | 129 | -14,066 | -37.69% | Q4 2025 | Feb 13, 2026 |
| WBH ADVISORY INC | History | Added to | 23,106 | 1,487 | 0.11% | 0.11% | 130 | +120 | 0.52% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,303 | 1,472 | 0.0% | 0.0% | 131 | +1,173 | 5.55% | Q4 2025 | Jan 08, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 20,954 | 1,349 | 0.2% | 0.2% | 132 | -374 | -1.75% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 20,917 | 1,346 | 0.03% | 0.03% | 133 | +417 | 2.03% | Q4 2025 | Feb 17, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 20,809 | 1,339 | 0.11% | 0.1% | 134 | +2,357 | 12.77% | Q4 2025 | Feb 09, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 20,638 | 1,328 | 0.48% | 0.26% | 135 | +9,941 | 92.93% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,326 | 1,308 | 0.01% | 0.01% | 136 | -2,092 | -9.33% | Q4 2025 | Feb 12, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 20,000 | 1,287 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 19,752 | 1,271 | 0.01% | 0.01% | 138 | -18,684 | -48.61% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,556 | 1,259 | 0.0% | 0.0% | 139 | +7,569 | 63.14% | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 18,700 | 1,204 | 0.0% | 0.0% | 140 | -500 | -2.6% | Q4 2025 | Feb 05, 2026 |
| Banco Santander, S.A. | History | New | 18,474 | 1,189 | 0.01% | — | 141 | +18,474 | New | Q4 2025 | Feb 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 18,303 | 1,178 | 0.11% | 0.12% | 142 | -397 | -2.12% | Q4 2025 | Jan 30, 2026 |
| SIG BROKERAGE, LP | History | No change | 17,500 | 1,126 | 0.04% | 0.03% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 17,273 | 1,112 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 17,325 | 1,109 | 0.0% | 0.01% | 145 | -97,086 | -84.86% | Q4 2025 | Feb 17, 2026 |
| Global Endowment Management, LP | History | No change | 17,160 | 1,105 | 0.14% | 0.13% | 146 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 16,688 | 1,074 | 0.11% | 0.1% | 147 | +779 | 4.9% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 16,458 | 1,059 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 16,211 | 1,043 | 0.0% | 0.0% | 149 | +2,693 | 19.92% | Q4 2025 | Jan 30, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 15,979 | 1,028 | 0.26% | 0.3% | 150 | -2,202 | -12.11% | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | Added to | 15,857 | 1,021 | 0.01% | 0.01% | 151 | +1,405 | 9.72% | Q4 2025 | Jan 15, 2026 |
| Compound Planning, Inc. | History | Added to | 15,799 | 1,017 | 0.03% | 0.03% | 152 | +2,153 | 15.78% | Q4 2025 | Feb 19, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 15,501 | 998 | 0.04% | 0.03% | 153 | +1,644 | 11.86% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,464 | 995 | 0.0% | 0.0% | 154 | +4,540 | 41.56% | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 14,738 | 948 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 14,680 | 945 | 0.13% | 0.1% | 156 | +4,181 | 39.82% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,485 | 932 | 0.02% | 0.02% | 157 | +233 | 1.63% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 14,051 | 904 | 0.0% | 0.0% | 158 | +2,934 | 26.39% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Added to | 13,900 | 895 | 0.07% | 0.02% | 159 | +10,199 | 275.57% | Q4 2025 | Jan 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 13,400 | 862 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 13,313 | 857 | 0.02% | 0.05% | 161 | -17,858 | -57.29% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 13,172 | 848 | 0.0% | 0.0% | 162 | +9,782 | 288.55% | Q4 2025 | Jan 12, 2026 |
| XTX Topco Ltd | History | Added to | 12,839 | 826 | 0.02% | 0.01% | 163 | +9,053 | 239.12% | Q4 2025 | Feb 17, 2026 |
| Lynx Investment Advisory | History | Added to | 12,732 | 819 | 0.45% | 0.37% | 164 | +2,766 | 27.75% | Q4 2025 | Feb 05, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 12,691 | 817 | 0.37% | 1.53% | 165 | -57,540 | -81.93% | Q4 2025 | Jan 23, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 12,570 | 809 | 0.46% | 0.49% | 166 | -2 | -0.02% | Q4 2025 | Feb 03, 2026 |
| Claro Advisors Inc. | History | Added to | 12,516 | 805 | 0.11% | 0.08% | 167 | +3,324 | 36.16% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,520 | 788 | 0.02% | 0.05% | 168 | -18,051 | -61.04% | Q4 2025 | Feb 17, 2026 |
| Vivaldi Capital Management LP | History | Added to | 11,795 | 759 | 0.1% | 0.07% | 169 | +3,344 | 39.57% | Q4 2025 | Feb 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 11,673 | 751 | 0.56% | 0.55% | 170 | +259 | 2.27% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | New | 11,409 | 734 | 0.01% | — | 171 | +11,409 | New | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 11,407 | 734 | 0.0% | 0.0% | 172 | +11,048 | 3077.44% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | New | 11,255 | 724 | 0.03% | — | 173 | +11,255 | New | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 11,200 | 721 | 0.08% | 0.08% | 174 | -475 | -4.07% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 11,104 | 714 | 0.01% | — | 175 | +11,104 | New | Q4 2025 | Feb 17, 2026 |
| FULTON BANK, N.A. | History | Reduced | 10,960 | 705 | 0.02% | 0.03% | 176 | -2,280 | -17.22% | Q4 2025 | Jan 08, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 10,964 | 705 | 0.31% | 0.29% | 177 | -150 | -1.35% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,649 | 685 | 0.03% | 0.03% | 178 | +1,924 | 22.05% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Added to | 10,545 | 672 | 0.0% | 0.0% | 179 | +2,282 | 27.62% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 10,442 | 672 | 0.0% | 0.0% | 180 | +884 | 9.25% | Q4 2025 | Jan 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,386 | 668 | 0.02% | 0.03% | 181 | +607 | 6.21% | Q4 2025 | Jan 20, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 10,000 | 643 | 0.27% | — | 182 | +10,000 | New | Q4 2025 | Feb 04, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 9,818 | 632 | 0.0% | 0.0% | 183 | +3,016 | 44.34% | Q4 2025 | Mar 20, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 9,647 | 621 | 0.06% | 0.05% | 184 | +4,011 | 71.17% | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 9,500 | 611 | 0.02% | — | 185 | +9,500 | New | Q4 2025 | Feb 17, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 9,431 | 607 | 0.07% | 0.07% | 186 | -335 | -3.43% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,267 | 596 | 0.0% | 0.0% | 187 | +2,722 | 41.59% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 9,243 | 595 | 0.0% | 0.0% | 188 | +3,615 | 64.23% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,219 | 593 | 0.01% | 0.01% | 189 | -250 | -2.64% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 9,161 | 589 | 0.0% | 0.01% | 190 | -3,115 | -25.37% | Q4 2025 | Feb 13, 2026 |
| BBR PARTNERS, LLC | History | No change | 9,108 | 586 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Creekside Partners | History | Added to | 9,071 | 584 | 0.25% | 0.25% | 192 | +10 | 0.11% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 9,022 | 580 | 0.01% | 0.01% | 193 | -500 | -5.25% | Q4 2025 | Feb 19, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 8,711 | 560 | 0.31% | 0.32% | 194 | +5 | 0.06% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 8,384 | 539 | 0.0% | 0.0% | 195 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Bluesphere Advisors LLC | History | Added to | 8,249 | 531 | 0.23% | 0.23% | 196 | +23 | 0.28% | Q4 2025 | Jan 21, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 8,187 | 527 | 0.21% | — | 197 | +8,187 | New | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,164 | 525 | 0.04% | 0.07% | 198 | -6,121 | -42.85% | Q4 2025 | Feb 03, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,083 | 520 | 0.01% | 0.01% | 199 | +414 | 5.4% | Q4 2025 | Feb 09, 2026 |
| Visionary Wealth Advisors | History | Reduced | 7,920 | 509 | 0.02% | 0.03% | 200 | -761 | -8.77% | Q4 2025 | Feb 13, 2026 |
| KG&L Capital Management,LLC | History | Added to | 7,774 | 500 | 0.12% | 0.13% | 201 | +87 | 1.13% | Q4 2025 | Jan 23, 2026 |
| HRT FINANCIAL LP | History | Reduced | 7,705 | 496 | 0.0% | 0.01% | 202 | -18,602 | -70.71% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 7,659 | 493 | 0.0% | 0.0% | 203 | +698 | 10.03% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,648 | 492 | 0.0% | 0.0% | 204 | +534 | 7.51% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,648 | 492 | 0.0% | 0.0% | 205 | +12 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | Added to | 7,405 | 476 | 0.0% | 0.0% | 206 | +2,870 | 63.29% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,084 | 456 | 0.01% | 0.01% | 207 | +842 | 13.49% | Q4 2025 | Jan 29, 2026 |
| EFG International AG | History | New | 7,005 | 451 | 0.01% | — | 209 | +7,005 | New | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 7,019 | 451 | 0.05% | 0.04% | 208 | +515 | 7.92% | Q4 2025 | Feb 18, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 7,000 | 450 | 0.0% | — | 210 | +7,000 | New | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 6,951 | 447 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Arlington Trust Co LLC | History | No change | 6,882 | 443 | 0.05% | 0.08% | 212 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 6,802 | 435 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SVB WEALTH LLC | History | No change | 6,709 | 431 | 0.03% | 0.02% | 214 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Successful Portfolios LLC | History | New | 5,830 | 387 | 0.2% | — | 215 | +5,830 | New | Q4 2025 | Jan 23, 2026 |
| Alteri Wealth LLC | History | Added to | 5,980 | 385 | 0.12% | 0.12% | 216 | +464 | 8.41% | Q4 2025 | Feb 11, 2026 |
| BCS Wealth Management | History | New | 5,902 | 380 | 0.04% | — | 217 | +5,902 | New | Q4 2025 | Jan 26, 2026 |
| Americana Partners, LLC | History | No change | 5,730 | 368 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 5,699 | 366 | 0.02% | 0.02% | 219 | +1,025 | 21.93% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,668 | 364 | 0.0% | 0.02% | 220 | -17,601 | -75.64% | Q4 2025 | Feb 10, 2026 |
| Edge Wealth Management LLC | History | No change | 5,649 | 363 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| EVOKE WEALTH, LLC | History | New | 5,561 | 358 | 0.01% | — | 222 | +5,561 | New | Q4 2025 | Feb 06, 2026 |
| Pictet North America Advisors SA | History | No change | 5,520 | 355 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,450 | 350 | 0.0% | 0.0% | 224 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5,196 | 334 | 0.02% | 0.02% | 225 | -272 | -4.97% | Q4 2025 | Feb 06, 2026 |
| NorthRock Partners, LLC | History | Reduced | 5,172 | 333 | 0.01% | 0.01% | 226 | -5,998 | -53.7% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 5,161 | 332 | 0.02% | 0.02% | 227 | -486 | -8.61% | Q4 2025 | Feb 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,153 | 331 | 0.01% | 0.01% | 229 | +320 | 6.62% | Q4 2025 | Feb 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 5,139 | 331 | 0.11% | 0.11% | 228 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 5,137 | 330 | 0.05% | 0.05% | 230 | +249 | 5.09% | Q4 2025 | Jan 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 5,000 | 321 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,842 | 311 | 0.01% | — | 233 | +4,842 | New | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 4,719 | 311 | 0.01% | 0.01% | 232 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 4,795 | 308 | 0.05% | 0.17% | 234 | -13,848 | -74.28% | Q4 2025 | Jan 21, 2026 |
| MRA Advisory Group | History | Added to | 4,754 | 306 | 0.13% | 0.11% | 235 | +828 | 21.09% | Q4 2025 | Jan 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,724 | 304 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | No change | 4,680 | 301 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,586 | 295 | 0.01% | 0.01% | 238 | +615 | 15.49% | Q4 2025 | Jan 23, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 4,248 | 290 | 0.14% | 0.14% | 239 | +101 | 2.44% | Q4 2025 | Feb 10, 2026 |
| Fortress Financial Solutions, LLC | History | New | 4,497 | 289 | 0.3% | — | 240 | +4,497 | New | Q4 2025 | Jan 23, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 4,477 | 288 | 0.01% | 0.01% | 241 | +30 | 0.67% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 4,448 | 286 | 0.01% | — | 242 | +4,448 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 4,381 | 282 | 0.0% | 0.0% | 243 | -206 | -4.49% | Q4 2025 | Feb 13, 2026 |
| Trilogy Capital Inc. | History | No change | 4,375 | 281 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SOL Capital Management CO | History | No change | 4,300 | 277 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,300 | 276 | 0.01% | 0.01% | 246 | +4 | 0.09% | Q4 2025 | Feb 04, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,214 | 271 | 0.01% | 0.01% | 247 | -668 | -13.68% | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,203 | 270 | 0.0% | 0.0% | 248 | +83 | 2.01% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 4,133 | 266 | 0.0% | — | 249 | +4,133 | New | Q4 2025 | Jan 20, 2026 |
| Anfield Capital Management, LLC | History | No change | 4,127 | 265 | 0.08% | 0.08% | 250 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Eddie Patel Inc | History | New | 4,069 | 262 | 0.2% | — | 251 | +4,069 | New | Q4 2025 | Feb 17, 2026 |
| BigSur Wealth Management LLC | History | New | 4,000 | 257 | 0.06% | — | 252 | +4,000 | New | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,927 | 252 | 0.01% | 0.01% | 253 | +12 | 0.31% | Q4 2025 | Jan 28, 2026 |
| Trexquant Investment LP | History | New | 3,897 | 250 | 0.0% | — | 255 | +3,897 | New | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | New | 3,887 | 250 | 0.01% | — | 256 | +3,887 | New | Q4 2025 | Feb 17, 2026 |
| Bellecapital International Ltd. | History | No change | 3,890 | 250 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 3,875 | 249 | 0.11% | 0.11% | 257 | +220 | 6.02% | Q4 2025 | Jan 23, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 3,790 | 244 | 0.06% | 0.06% | 258 | -300 | -7.33% | Q4 2025 | Jan 30, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 3,800 | 244 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 3,731 | 240 | 0.01% | 0.01% | 261 | +394 | 11.81% | Q4 2025 | Jan 14, 2026 |
| Waterfront Wealth Inc. | History | No change | 3,580 | 240 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OPAL CAPITAL LLC | History | New | 4,873 | 236 | 0.06% | — | 262 | +4,873 | New | Q4 2025 | Feb 17, 2026 |
| SEARLE & CO. | History | Reduced | 3,600 | 231 | 0.06% | 0.06% | 263 | -133 | -3.56% | Q4 2025 | Feb 13, 2026 |
| IPG Investment Advisors LLC | History | No change | 3,480 | 224 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 3,460 | 223 | 0.0% | 0.01% | 265 | -11,000 | -76.07% | Q4 2025 | Feb 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 3,430 | 220 | 0.07% | 0.07% | 266 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SoundView Advisors Inc. | History | New | 3,411 | 219 | 0.08% | — | 269 | +3,411 | New | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 3,406 | 219 | 0.0% | 0.0% | 267 | +2,766 | 432.19% | Q4 2025 | Jan 30, 2026 |
| Sincerus Advisory, LLC | History | Added to | 3,416 | 219 | 0.18% | 0.18% | 268 | +25 | 0.74% | Q4 2025 | Jan 08, 2026 |
| Directional Asset Management | History | New | 3,352 | 215 | 0.19% | — | 271 | +3,352 | New | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 3,339 | 215 | 0.0% | — | 270 | +3,339 | New | Q4 2025 | Feb 06, 2026 |
| Integrated Advisors Network LLC | History | No change | 3,260 | 209 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fairscale Capital, LLC | History | No change | 3,200 | 206 | 0.14% | 0.14% | 273 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | New | 3,180 | 204 | 0.04% | — | 274 | +3,180 | New | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, LLC | History | New | 3,150 | 202 | 0.02% | — | 275 | +3,150 | New | Q4 2025 | Feb 17, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 3,112 | 200 | 0.03% | 0.03% | 276 | -385 | -11.01% | Q4 2025 | Jan 27, 2026 |
| Centerpoint Advisors, LLC | History | No change | 2,860 | 184 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,798 | 180 | 0.0% | 0.0% | 278 | +623 | 28.64% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 2,389 | 153 | 0.0% | — | 279 | +2,389 | New | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | No change | 2,247 | 144 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NATIXIS | History | Reduced | 2,145 | 138 | 0.0% | 0.0% | 281 | -1,801 | -45.64% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,099 | 135 | 0.0% | 0.0% | 282 | +328 | 18.52% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 2,022 | 130 | 0.0% | 0.0% | 283 | -24 | -1.17% | Q4 2025 | Feb 06, 2026 |
| BOCHK Asset Management Ltd | History | No change | 2,000 | 128 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 1,848 | 118 | 0.02% | 0.02% | 285 | -50 | -2.63% | Q4 2025 | Jan 30, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 1,769 | 114 | 0.01% | 0.01% | 286 | +78 | 4.61% | Q4 2025 | Jan 21, 2026 |
| Wiser Advisor Group LLC | History | Added to | 1,771 | 114 | 0.13% | 0.14% | 287 | +14 | 0.8% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,755 | 113 | 0.0% | 0.0% | 288 | +155 | 9.69% | Q4 2025 | Feb 17, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,380 | 88 | 0.03% | 0.04% | 289 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,180 | 75 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,130 | 72 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 954 | 61 | 0.0% | 0.0% | 292 | +941 | 7238.46% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 951 | 61 | 0.0% | 0.0% | 293 | +799 | 525.66% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 796 | 51 | 0.0% | 0.0% | 294 | +83 | 11.64% | Q4 2025 | Feb 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 788 | 50 | 0.02% | — | 295 | +788 | New | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 716 | 46 | 0.0% | 0.0% | 296 | -108 | -13.11% | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 700 | 45 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 705 | 45 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Founders Capital Management | History | No change | 665 | 42 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MGB Wealth Management, LLC | History | Added to | 613 | 39 | 0.01% | 0.01% | 300 | +5 | 0.82% | Q4 2025 | Feb 17, 2026 |
| Y.D. More Investments Ltd | History | No change | 600 | 38 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hyposwiss Advisors SA | History | New | 590 | 37 | 0.04% | — | 302 | +590 | New | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 538 | 35 | 0.0% | 0.03% | 303 | -15,211 | -96.58% | Q4 2025 | Feb 11, 2026 |
| Copia Wealth Management | History | Added to | 493 | 31 | 0.02% | 0.02% | 304 | +74 | 17.66% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 471 | 30 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 453 | 29 | 0.0% | — | 306 | +453 | New | Q4 2025 | Jan 27, 2026 |
| Cape Investment Advisory, Inc. | History | New | 448 | 28 | 0.01% | — | 307 | +448 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 421 | 27 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Activest Wealth Management | History | Added to | 412 | 26 | 0.0% | 0.01% | 309 | +1 | 0.24% | Q4 2025 | Jan 30, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 400 | 25 | 0.01% | — | 310 | +400 | New | Q4 2025 | Feb 18, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 345 | 22 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | New | 331 | 21 | 0.0% | — | 312 | +331 | New | Q4 2025 | Feb 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 325 | 20 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OPTIMA CAPITAL LLC | History | New | 302 | 19 | 0.01% | — | 317 | +302 | New | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF VERMONT | History | New | 300 | 19 | 0.0% | — | 314 | +300 | New | Q4 2025 | Jan 16, 2026 |
| WealthShield Partners, LLC | History | New | 300 | 19 | 0.0% | — | 315 | +300 | New | Q4 2025 | Feb 03, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 300 | 19 | 0.02% | — | 318 | +300 | New | Q4 2025 | Feb 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 297 | 19 | 0.05% | 0.05% | 316 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Corecam Pte. Ltd. | History | New | 371,400 | 18 | 0.01% | — | 321 | +371,400 | New | Q4 2025 | Mar 02, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 280 | 18 | 0.0% | 0.0% | 320 | +74 | 35.92% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 291 | 18 | 0.0% | 0.0% | 319 | +69 | 31.08% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 270 | 17 | 0.0% | 0.0% | 322 | -605 | -69.14% | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | Added to | 252 | 16 | 0.0% | 0.0% | 323 | +2 | 0.8% | Q4 2025 | Feb 26, 2026 |
| Root Financial Partners, LLC | History | Added to | 233 | 15 | 0.0% | 0.0% | 325 | +54 | 30.17% | Q4 2025 | Feb 10, 2026 |
| DecisionPoint Financial, LLC | History | No change | 237 | 15 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 238 | 15 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | Added to | 212 | 14 | 0.0% | 0.0% | 327 | +122 | 135.56% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 212 | 13 | 0.0% | 0.0% | 328 | +2 | 0.95% | Q4 2025 | Jan 22, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 175 | 11 | 0.01% | 0.01% | 329 | +1 | 0.57% | Q4 2025 | Jan 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 162 | 10 | 0.0% | — | 330 | +162 | New | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | New | 162 | 10 | 0.0% | — | 332 | +162 | New | Q4 2025 | Jan 22, 2026 |
| AdvisorNet Financial, Inc | History | No change | 170 | 10 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Triumph Capital Management | History | New | 155 | 9 | 0.0% | — | 333 | +155 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 132 | 8 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Osbon Capital Management LLC | History | New | 123 | 7 | 0.01% | — | 336 | +123 | New | Q4 2025 | Mar 16, 2026 |
| Larson Financial Group LLC | History | New | 115 | 7 | 0.0% | — | 335 | +115 | New | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | No change | 116 | 7 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Morse Asset Management, Inc | History | No change | 75 | 4 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 66 | 4 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| COUNTRY TRUST BANK | History | New | 53 | 3 | 0.0% | — | 340 | +53 | New | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 61 | 3 | 0.0% | 0.0% | 341 | +16 | 35.56% | Q4 2025 | Feb 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 46,400 | 2 | 0.0% | 0.02% | 343 | -6,944 | -13.02% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 44 | 2 | 0.0% | 0.0% | 345 | +24 | 120.0% | Q4 2025 | Jan 05, 2026 |
| Crewe Advisors LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AlphaCore Capital LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 18 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -1,400,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -314,667 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -115,533 | -100.0% | Q3 2025 | Nov 10, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -95,895 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,271 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.22% | — | -24,386 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.08% | — | -22,436 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,097 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -18,512 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gordian Capital Singapore Pte Ltd | History | Closed out | 0 | 0 | — | 1.38% | — | -16,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -15,196 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BURKE & HERBERT BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.09% | — | -6,580 | -100.0% | Q3 2025 | Nov 07, 2025 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,994 | -100.0% | Q3 2025 | Oct 31, 2025 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.28% | — | -5,444 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Evercore Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,854 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,603 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,260 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Argyle Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,111 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,062 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,975 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,896 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,153 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -224 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Transamerica Financial Advisors, LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -35 | -74.47% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3 | 0 | — | — | — | -7 | -70.0% | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |