FIDELITY COVINGTON TRUST - FHLC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 70 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,739,003 | 203,453 | 0.03% | 0.02% | 1 | +820,771 | 42.79% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 2,032,746 | 136,394 | 0.41% | 0.43% | 2 | -3,548 | -0.17% | Q4 2025 | Feb 10, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 928,163 | 68,943 | 0.3% | 0.27% | 3 | +20,827 | 2.3% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 675,065 | 50,143 | 0.01% | 0.01% | 4 | +29,461 | 4.56% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 492,368 | 36,573 | 0.0% | 0.0% | 5 | +18,909 | 3.99% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 427,973 | 31,789 | 0.04% | 0.04% | 6 | -15,769 | -3.55% | Q4 2025 | Feb 12, 2026 |
| ALTFEST L J & CO INC | History | Added to | 345,718 | 25,679 | 2.81% | 2.16% | 7 | +55,673 | 19.19% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 330,787 | 24,570 | 0.01% | 0.0% | 8 | +147,218 | 80.2% | Q4 2025 | Feb 10, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 297,873 | 22,125 | 1.7% | 1.58% | 9 | +11,607 | 4.05% | Q4 2025 | Jan 16, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 285,486 | 21,205 | 2.85% | 2.61% | 10 | +6,540 | 2.34% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 264,043 | 19,613 | 0.08% | 0.08% | 11 | +1,973 | 0.75% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 257,592 | 19,154 | 0.03% | 0.02% | 12 | +23,365 | 9.98% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 257,036 | 19,092 | 0.01% | 0.01% | 13 | -19,866 | -7.17% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 231,340 | 17,183 | 0.03% | 0.03% | 14 | -35,528 | -13.31% | Q4 2025 | Feb 18, 2026 |
| Investors Research Corp | History | Added to | 213,079 | 15,827 | 2.9% | 2.54% | 15 | +7,644 | 3.72% | Q4 2025 | Jan 06, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 211,054 | 15,677 | 5.23% | 4.92% | 16 | -2,721 | -1.27% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 206,260 | 15,320 | 0.02% | 0.01% | 17 | +18,405 | 9.8% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 193,277 | 14,356 | 0.25% | 0.21% | 18 | +17,738 | 10.1% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Added to | 173,792 | 12,909 | 0.07% | 0.07% | 19 | +7,907 | 4.77% | Q4 2025 | Jan 26, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 171,073 | 12,707 | 3.36% | 3.0% | 20 | +4,272 | 2.56% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 159,372 | 11,838 | 0.0% | 0.0% | 21 | -12,660 | -7.36% | Q4 2025 | Feb 13, 2026 |
| Marotta Asset Management | History | Added to | 153,847 | 11,427 | 2.12% | 1.92% | 22 | +5,620 | 3.79% | Q4 2025 | Jan 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 152,345 | 11,316 | 0.01% | 0.01% | 23 | +24,151 | 18.84% | Q4 2025 | Feb 10, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 138,134 | 10,260 | 0.59% | 0.89% | 24 | +3,959 | 2.95% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 122,640 | 9,110 | 0.02% | 0.02% | 25 | -2,110 | -1.69% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 117,259 | 8,709 | 0.0% | 0.0% | 26 | +10,351 | 9.68% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 116,352 | 8,642 | 0.09% | 0.11% | 27 | -30,416 | -20.72% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Added to | 113,720 | 8,447 | 0.19% | 0.02% | 28 | +43,592 | 62.16% | Q4 2025 | Feb 20, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 112,530 | 8,358 | 0.15% | 0.15% | 29 | -3,716 | -3.2% | Q4 2025 | Feb 17, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 110,668 | 8,220 | 1.06% | 1.1% | 30 | -12,486 | -10.14% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 105,243 | 7,817 | 0.02% | 0.02% | 31 | -9,971 | -8.65% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 103,730 | 7,705 | 0.04% | 0.04% | 32 | -2,411 | -2.27% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 100,174 | 7,440 | 0.03% | 0.03% | 33 | -4,640 | -4.43% | Q4 2025 | Feb 18, 2026 |
| SPINNAKER TRUST | History | Added to | 95,740 | 7,111 | 0.38% | 0.34% | 34 | +5,204 | 5.75% | Q4 2025 | Feb 10, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 95,236 | 7,074 | 3.22% | 2.77% | 35 | +7,826 | 8.95% | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 94,829 | 7,043 | 0.23% | 0.22% | 36 | -323 | -0.34% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 93,942 | 6,978 | 0.0% | 0.0% | 37 | +3,458 | 3.82% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 93,703 | 6,960 | 0.01% | 0.01% | 38 | +3,784 | 4.21% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 91,804 | 6,819 | 0.0% | 0.0% | 39 | +11,166 | 13.85% | Q4 2025 | Feb 11, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 88,699 | 6,588 | 0.35% | 0.38% | 40 | -11,949 | -11.87% | Q4 2025 | Jan 12, 2026 |
| Q3 Asset Management | History | New | 84,880 | 6,304 | 1.44% | — | 41 | +84,880 | New | Q4 2025 | Jan 27, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 79,844 | 5,930 | 0.06% | 0.06% | 42 | -5,845 | -6.82% | Q4 2025 | Feb 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 73,218 | 5,427 | 0.63% | 0.51% | 43 | +12,055 | 19.71% | Q4 2025 | Feb 03, 2026 |
| Advisors Capital Management, LLC | History | New | 72,324 | 5,372 | 0.06% | — | 44 | +72,324 | New | Q4 2025 | Jan 29, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 58,865 | 4,372 | 1.74% | 1.59% | 45 | +1,417 | 2.47% | Q4 2025 | Jan 15, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 56,810 | 4,219 | 0.94% | 0.87% | 46 | +50 | 0.09% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 54,850 | 4,074 | 0.0% | 0.0% | 47 | -11,195 | -16.95% | Q4 2025 | Jan 29, 2026 |
| Bellwether Advisors, LLC | History | New | 54,511 | 4,049 | 0.65% | — | 48 | +54,511 | New | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 52,798 | 3,921 | 0.01% | 0.01% | 49 | -4,519 | -7.88% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 52,647 | 3,919 | 0.11% | 0.1% | 50 | -2,168 | -3.96% | Q4 2025 | Jan 30, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 51,022 | 3,789 | 0.05% | 0.04% | 51 | -336 | -0.65% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 48,433 | 3,597 | 0.0% | 0.0% | 52 | +9,106 | 23.15% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 46,817 | 3,477 | 0.02% | 0.02% | 53 | +10,728 | 29.73% | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 45,687 | 3,393 | 0.25% | 0.24% | 54 | -127 | -0.28% | Q4 2025 | Jan 16, 2026 |
| Smith Salley Wealth Management | History | Reduced | 43,431 | 3,226 | 0.16% | 0.15% | 55 | -44 | -0.1% | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 43,203 | 3,209 | 0.02% | 0.02% | 56 | -5,946 | -12.1% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 40,146 | 2,982 | 0.09% | 0.08% | 57 | +1,398 | 3.61% | Q4 2025 | Feb 02, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 38,517 | 2,861 | 0.32% | — | 58 | +38,517 | New | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 36,902 | 2,741 | 0.04% | 0.02% | 59 | +20,444 | 124.22% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 36,423 | 2,705 | 0.0% | 0.0% | 60 | +1,284 | 3.65% | Q4 2025 | Feb 17, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 35,566 | 2,641 | 0.5% | 0.45% | 61 | +917 | 2.65% | Q4 2025 | Jan 07, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 35,455 | 2,633 | 0.95% | 4.22% | 62 | -109,500 | -75.54% | Q4 2025 | Jan 08, 2026 |
| Beckerman Institutional, LLC | History | Added to | 33,935 | 2,520 | 1.42% | 1.33% | 63 | +88 | 0.26% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 33,111 | 2,459 | 0.06% | 0.06% | 64 | -985 | -2.89% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 32,750 | 2,432 | 0.03% | 0.02% | 65 | -888 | -2.64% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 32,730 | 2,431 | 0.0% | — | 66 | +32,730 | New | Q4 2025 | Feb 17, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 32,394 | 2,406 | 0.88% | 1.58% | 67 | -42,143 | -56.54% | Q4 2025 | Feb 05, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 32,087 | 2,383 | 0.09% | 0.9% | 68 | -295,654 | -90.21% | Q4 2025 | Jan 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 32,035 | 2,379 | 0.0% | 0.0% | 69 | +17,338 | 117.97% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 32,020 | 2,378 | 0.0% | 0.0% | 70 | +6,915 | 27.54% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 31,456 | 2,336 | 0.0% | 0.0% | 71 | -594 | -1.85% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 29,733 | 2,208 | 0.04% | 0.06% | 72 | -6,665 | -18.31% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 29,672 | 2,204 | 0.0% | 0.0% | 73 | +3,495 | 13.35% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,797 | 2,110 | 0.0% | 0.0% | 74 | +1,452 | 5.51% | Q4 2025 | Jan 08, 2026 |
| Summit Financial, LLC | History | Reduced | 28,025 | 2,081 | 0.03% | 0.05% | 75 | -24,642 | -46.79% | Q4 2025 | Feb 13, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 27,370 | 2,033 | 1.37% | 1.25% | 76 | +25 | 0.09% | Q4 2025 | Feb 11, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 26,341 | 1,956 | 1.71% | 1.79% | 77 | -50 | -0.19% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 26,036 | 1,933 | 0.02% | 0.02% | 78 | -250 | -0.95% | Q4 2025 | Jan 29, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 24,804 | 1,842 | 0.06% | 0.05% | 79 | +265 | 1.08% | Q4 2025 | Jan 21, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 24,685 | 1,833 | 0.12% | 0.11% | 80 | -228 | -0.92% | Q4 2025 | Jan 16, 2026 |
| Roxbury Financial LLC | History | Added to | 24,646 | 1,830 | 1.64% | 1.51% | 81 | +147 | 0.6% | Q4 2025 | Jan 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 24,175 | 1,795 | 0.12% | 0.11% | 82 | -893 | -3.56% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 23,439 | 1,741 | 0.0% | 0.0% | 83 | -467 | -1.95% | Q4 2025 | Feb 17, 2026 |
| Maxele Advisors, LLC | History | Added to | 22,037 | 1,636 | 1.33% | 1.26% | 84 | +108 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Prospect Financial Services LLC | History | Added to | 21,983 | 1,632 | 0.94% | 0.74% | 85 | +2,704 | 14.03% | Q4 2025 | Feb 06, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 21,690 | 1,611 | 0.47% | 0.49% | 86 | -2,060 | -8.67% | Q4 2025 | Jan 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 21,307 | 1,582 | 0.06% | 0.11% | 87 | -4,265 | -16.68% | Q4 2025 | Feb 04, 2026 |
| Atlas Brown,Inc. | History | Reduced | 20,217 | 1,501 | 0.45% | 0.41% | 88 | -562 | -2.7% | Q4 2025 | Jan 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 18,895 | 1,404 | 0.01% | 0.0% | 89 | +11,746 | 164.3% | Q4 2025 | Jan 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,481 | 1,372 | 0.01% | 0.01% | 90 | -361 | -1.92% | Q4 2025 | Feb 12, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 18,307 | 1,359 | 0.37% | 0.39% | 91 | -766 | -4.02% | Q4 2025 | Jan 15, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 16,548 | 1,229 | 0.09% | 0.09% | 92 | -412 | -2.43% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,000 | 1,188 | 0.0% | 0.0% | 93 | -8,435 | -34.52% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 15,034 | 1,116 | 0.0% | 0.0% | 94 | +9,614 | 177.38% | Q4 2025 | Mar 25, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 14,967 | 1,111 | 0.07% | 0.09% | 95 | -4,449 | -22.91% | Q4 2025 | Feb 20, 2026 |
| Jacobs Equity LLC | History | New | 14,663 | 1,089 | 1.05% | — | 96 | +14,663 | New | Q4 2025 | Feb 19, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 14,368 | 1,067 | 0.52% | 0.73% | 97 | -6,746 | -31.95% | Q4 2025 | Jan 16, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 14,231 | 1,057 | 1.1% | 0.94% | 98 | -15 | -0.11% | Q4 2025 | Jan 20, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 13,752 | 1,021 | 0.1% | 0.07% | 99 | +3,155 | 29.77% | Q4 2025 | Jan 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 13,274 | 985 | 0.03% | 0.03% | 100 | +70 | 0.53% | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,095 | 973 | 0.0% | 0.0% | 101 | -313 | -2.33% | Q4 2025 | Feb 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 13,097 | 972 | 0.06% | 0.05% | 102 | +232 | 1.8% | Q4 2025 | Jan 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 13,018 | 966 | 0.03% | 0.03% | 103 | -11 | -0.08% | Q4 2025 | Feb 03, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 12,212 | 907 | 0.41% | 0.39% | 104 | -320 | -2.55% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,790 | 875 | 0.01% | 0.01% | 105 | -1,419 | -10.74% | Q4 2025 | Feb 17, 2026 |
| High Point Wealth Management, LLC | History | New | 11,754 | 873 | 0.82% | — | 106 | +11,754 | New | Q4 2025 | Jan 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 11,150 | 828 | 0.3% | 0.29% | 107 | -1,007 | -8.28% | Q4 2025 | Jan 22, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 11,144 | 827 | 0.36% | 0.3% | 108 | -69 | -0.62% | Q4 2025 | Jan 30, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,001 | 817 | 0.02% | 0.02% | 109 | -339 | -2.99% | Q4 2025 | Feb 03, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 10,887 | 808 | 0.04% | 0.06% | 110 | -11,878 | -52.18% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 10,775 | 799 | 0.0% | 0.0% | 111 | +1,458 | 15.65% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 10,740 | 797 | 0.02% | 0.02% | 112 | -714 | -6.23% | Q4 2025 | Feb 05, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 10,719 | 796 | 0.39% | 0.44% | 113 | -1,902 | -15.07% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Added to | 10,668 | 792 | 0.02% | 0.01% | 114 | +7,170 | 204.97% | Q4 2025 | Feb 06, 2026 |
| VCI Wealth Management LLC | History | Reduced | 10,600 | 787 | 0.22% | 0.44% | 115 | -11,010 | -50.95% | Q4 2025 | Jan 27, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 10,402 | 772 | 0.0% | 0.0% | 116 | -471 | -4.33% | Q4 2025 | Feb 09, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 10,325 | 766 | 0.22% | 0.2% | 117 | +6 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 10,232 | 760 | 0.02% | — | 118 | +10,232 | New | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,217 | 758 | 0.0% | 0.0% | 119 | -8,243 | -44.65% | Q4 2025 | Feb 02, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 10,079 | 748 | 0.06% | 0.03% | 120 | +4,610 | 84.29% | Q4 2025 | Jan 27, 2026 |
| Crumly & Associates Inc. | History | Reduced | 10,005 | 743 | 0.16% | 0.15% | 121 | -88 | -0.87% | Q4 2025 | Jan 14, 2026 |
| MARSHALL WACE, LLP | History | New | 9,475 | 703 | 0.0% | — | 122 | +9,475 | New | Q4 2025 | Feb 13, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 9,438 | 701 | 0.18% | 0.16% | 123 | -64 | -0.67% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 9,442 | 701 | 0.02% | 0.02% | 124 | +39 | 0.41% | Q4 2025 | Jan 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,358 | 695 | 0.01% | 0.01% | 125 | +1,564 | 20.07% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 22,981 | 692 | 0.02% | 0.03% | 126 | -1,767 | -7.14% | Q4 2025 | Feb 11, 2026 |
| Certified Advisory Corp | History | Added to | 9,311 | 691 | 0.06% | 0.04% | 127 | +2,849 | 44.09% | Q4 2025 | Jan 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,253 | 687 | 0.0% | 0.0% | 128 | +3,454 | 59.56% | Q4 2025 | Feb 17, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 9,230 | 685 | 0.25% | 0.26% | 129 | -3,811 | -29.22% | Q4 2025 | Jan 22, 2026 |
| Essex Financial Services, Inc. | History | No change | 9,097 | 675 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 9,025 | 670 | 0.31% | 0.28% | 131 | +32 | 0.36% | Q4 2025 | Jan 28, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 8,914 | 662 | 0.17% | 0.09% | 132 | +3,914 | 78.28% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 8,884 | 659 | 0.02% | — | 133 | +8,884 | New | Q4 2025 | Feb 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 8,721 | 647 | 0.14% | 0.14% | 134 | -219 | -2.45% | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | Reduced | 8,689 | 646 | 0.03% | 0.03% | 135 | -200 | -2.25% | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 8,677 | 644 | 0.03% | 0.03% | 136 | -1,517 | -14.88% | Q4 2025 | Feb 02, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 8,507 | 631 | 0.44% | 0.4% | 137 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LongView Wealth Management | History | Added to | 8,234 | 621 | 0.15% | 0.14% | 138 | +234 | 2.93% | Q4 2025 | Jan 13, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 8,354 | 620 | 0.11% | 0.1% | 139 | +1 | 0.01% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,162 | 616 | 0.02% | 0.01% | 140 | +12 | 0.15% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 8,217 | 610 | 0.02% | — | 141 | +8,217 | New | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 8,117 | 602 | 0.0% | 0.0% | 142 | -167 | -2.02% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,964 | 591 | 0.01% | 0.0% | 143 | +5,828 | 272.85% | Q4 2025 | Jan 23, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Reduced | 7,787 | 578 | 0.28% | 0.25% | 144 | -7 | -0.09% | Q4 2025 | Jan 21, 2026 |
| VICUS CAPITAL | History | Reduced | 7,716 | 573 | 0.04% | 0.07% | 145 | -5,509 | -41.66% | Q4 2025 | Jan 22, 2026 |
| Claris Financial LLC | History | No change | 7,609 | 565 | 0.3% | 0.29% | 146 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 7,364 | 560 | 0.15% | 0.14% | 147 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 7,231 | 537 | 0.1% | 0.1% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,004 | 520 | 0.0% | 0.0% | 149 | +1,144 | 19.52% | Q4 2025 | Feb 11, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | New | 6,992 | 519 | 0.49% | — | 150 | +6,992 | New | Q4 2025 | Feb 05, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 6,910 | 513 | 0.03% | 0.03% | 151 | +2,092 | 43.42% | Q4 2025 | Feb 09, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 6,752 | 502 | 0.17% | 0.13% | 152 | +1,362 | 25.27% | Q4 2025 | Jan 21, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 6,714 | 498 | 0.32% | 0.29% | 153 | -111 | -1.63% | Q4 2025 | Jan 28, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 6,644 | 493 | 0.17% | 0.14% | 154 | +775 | 13.2% | Q4 2025 | Jan 20, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 6,597 | 490 | 0.08% | 0.07% | 155 | +65 | 1.0% | Q4 2025 | Jan 28, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 6,591 | 489 | 0.08% | 0.09% | 156 | -3 | -0.05% | Q4 2025 | Jan 29, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 6,536 | 485 | 0.1% | 0.1% | 158 | -304 | -4.44% | Q4 2025 | Feb 04, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 6,533 | 485 | 0.23% | 0.22% | 157 | -223 | -3.3% | Q4 2025 | Feb 05, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 6,333 | 470 | 0.1% | 0.1% | 159 | -911 | -12.58% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 6,196 | 460 | 0.0% | — | 160 | +6,196 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,155 | 457 | 0.0% | 0.0% | 161 | +629 | 11.38% | Q4 2025 | Jan 26, 2026 |
| Demars Financial Group, LLC | History | Reduced | 6,060 | 450 | 0.15% | 0.18% | 162 | -1,906 | -23.93% | Q4 2025 | Jan 22, 2026 |
| Avior Wealth Management, LLC | History | No change | 6,031 | 448 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,005 | 446 | 0.01% | 0.02% | 164 | -1,737 | -22.44% | Q4 2025 | Feb 19, 2026 |
| Atria Investments, Inc | History | Added to | 5,873 | 436 | 0.0% | 0.0% | 165 | +586 | 11.08% | Q4 2025 | Feb 05, 2026 |
| Elm3 Financial Group, LLC | History | New | 5,851 | 434 | 0.36% | — | 166 | +5,851 | New | Q4 2025 | Jan 22, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 433 | 0.18% | 0.16% | 167 | -5,817 | -100.0% | Q3 2025 | Nov 14, 2025 |
| World Investment Advisors | History | Added to | 5,759 | 427 | 0.01% | 0.01% | 169 | +1,641 | 39.85% | Q4 2025 | Mar 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,761 | 427 | 0.03% | 0.03% | 168 | -47 | -0.81% | Q4 2025 | Jan 29, 2026 |
| Rothschild Wealth LLC | History | Reduced | 5,733 | 425 | 0.04% | 0.09% | 170 | -575 | -9.12% | Q4 2025 | Feb 17, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 5,641 | 418 | 0.24% | 0.23% | 171 | +21 | 0.37% | Q4 2025 | Jan 13, 2026 |
| Eagle Capital Management, LLC | History | No change | 5,600 | 416 | 0.15% | 0.14% | 172 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Athena Wealth Management, LLC | History | New | 5,590 | 415 | 0.4% | — | 174 | +5,590 | New | Q4 2025 | Apr 17, 2026 |
| PUREfi Wealth, LLC | History | No change | 5,599 | 415 | 0.32% | 0.29% | 173 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 5,482 | 407 | 0.02% | 0.02% | 175 | +574 | 11.7% | Q4 2025 | Feb 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 5,314 | 394 | 0.08% | — | 176 | +5,314 | New | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 5,297 | 393 | 0.0% | 0.0% | 177 | +500 | 10.42% | Q4 2025 | Feb 12, 2026 |
| OneAscent Financial Services LLC | History | New | 5,245 | 389 | 0.04% | — | 178 | +5,245 | New | Q4 2025 | Feb 11, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 5,239 | 389 | 0.28% | 0.26% | 179 | -158 | -2.93% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 5,206 | 386 | 0.02% | 0.02% | 180 | -557 | -9.67% | Q4 2025 | Mar 04, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 5,122 | 380 | 0.22% | 0.22% | 181 | -55 | -1.06% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Reduced | 5,054 | 375 | 0.0% | 0.0% | 182 | -538 | -9.62% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,991 | 370 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,906 | 364 | 0.02% | 0.02% | 184 | +8 | 0.16% | Q4 2025 | Feb 05, 2026 |
| Carr Financial Group Corp | History | Reduced | 4,889 | 363 | 0.1% | 0.1% | 185 | -705 | -12.6% | Q4 2025 | Jan 09, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 4,835 | 359 | 0.03% | 0.04% | 186 | -1,119 | -18.79% | Q4 2025 | Jan 29, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 4,797 | 356 | 0.18% | — | 187 | +4,797 | New | Q4 2025 | Feb 05, 2026 |
| M. Kulyk & Associates, LLC | History | New | 4,786 | 355 | 0.07% | — | 188 | +4,786 | New | Q4 2025 | Jan 08, 2026 |
| Monte Financial Group, LLC | History | Added to | 4,734 | 351 | 0.13% | 0.11% | 190 | +253 | 5.65% | Q4 2025 | Jan 22, 2026 |
| PKS Advisory Services, LLC | History | Added to | 4,730 | 351 | 0.08% | 0.07% | 189 | +1 | 0.02% | Q4 2025 | Feb 02, 2026 |
| Partnership Wealth Management, LLC | History | Added to | 4,716 | 350 | 0.25% | 0.23% | 191 | +228 | 5.08% | Q4 2025 | Jan 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,650 | 345 | 0.01% | 0.01% | 192 | +1,013 | 27.85% | Q4 2025 | Jan 20, 2026 |
| PFG Advisors | History | Reduced | 4,566 | 339 | 0.02% | 0.01% | 193 | -497 | -9.82% | Q4 2025 | Jan 27, 2026 |
| Astra Wealth Partners LLC | History | No change | 4,570 | 339 | 0.2% | 0.2% | 194 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,504 | 334 | 0.01% | 0.01% | 195 | +60 | 1.35% | Q4 2025 | Feb 02, 2026 |
| Calamos Wealth Management LLC | History | No change | 4,486 | 333 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,440 | 329 | 0.0% | 0.0% | 197 | -147 | -3.2% | Q4 2025 | Feb 17, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 4,372 | 324 | 0.02% | 0.02% | 198 | -35 | -0.79% | Q4 2025 | Apr 02, 2026 |
| Regal Investment Advisors LLC | History | No change | 4,150 | 308 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Piscataqua Savings Bank | History | New | 4,145 | 307 | 0.22% | — | 200 | +4,145 | New | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,116 | 305 | 0.01% | 0.01% | 201 | -201 | -4.66% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,031 | 299 | 0.0% | 0.0% | 202 | -305 | -7.03% | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 4,006 | 297 | 0.03% | 0.03% | 203 | -329 | -7.59% | Q4 2025 | Feb 17, 2026 |
| Valley Brook Capital Group, Inc. | History | Reduced | 3,961 | 294 | 0.19% | 0.19% | 204 | -209 | -5.01% | Q4 2025 | Jan 23, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 3,936 | 292 | 0.04% | 0.03% | 205 | +13 | 0.33% | Q4 2025 | Feb 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 3,931 | 291 | 0.02% | 0.02% | 206 | -870 | -18.12% | Q4 2025 | Feb 04, 2026 |
| SWMG, LLC | History | Reduced | 3,883 | 291 | 0.08% | 0.08% | 207 | -18 | -0.46% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | No change | 3,813 | 283 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 3,692 | 275 | 0.08% | 0.09% | 209 | -230 | -5.86% | Q4 2025 | Jan 06, 2026 |
| Apex Wealth Management, LLC | History | No change | 3,650 | 272 | 0.28% | 0.17% | 210 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 3,606 | 268 | 0.08% | 0.08% | 211 | +9 | 0.25% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,597 | 267 | 0.0% | 0.0% | 213 | -9,403 | -72.33% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 3,595 | 267 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| River Wealth Advisors LLC | History | Reduced | 3,594 | 266 | 0.03% | 0.03% | 214 | -94 | -2.55% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,592 | 266 | 0.04% | 0.03% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,574 | 265 | 0.0% | 0.0% | 216 | +125 | 3.62% | Q4 2025 | Feb 10, 2026 |
| KW WEALTH MANAGEMENT LLC | History | New | 3,511 | 260 | 0.39% | — | 217 | +3,511 | New | Q4 2025 | Feb 25, 2026 |
| Cambria Investment Management, L.P. | History | New | 3,407 | 253 | 0.01% | — | 218 | +3,407 | New | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 3,406 | 252 | 0.03% | — | 219 | +3,406 | New | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 3,381 | 251 | 0.0% | 0.0% | 220 | +53 | 1.59% | Q4 2025 | Jan 15, 2026 |
| Eley Financial Management, Inc | History | Reduced | 3,334 | 247 | 0.09% | 0.1% | 222 | -852 | -20.35% | Q4 2025 | Feb 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 3,333 | 247 | 0.01% | 0.0% | 221 | -786 | -19.08% | Q4 2025 | Feb 05, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,182 | 239 | 0.02% | 0.02% | 224 | -128 | -3.87% | Q4 2025 | Jan 20, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 3,218 | 239 | 0.01% | 0.01% | 223 | -45 | -1.38% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,193 | 237 | 0.0% | 0.0% | 225 | -161 | -4.8% | Q4 2025 | Feb 06, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 3,197 | 237 | 0.01% | 0.01% | 226 | +93 | 3.0% | Q4 2025 | Feb 13, 2026 |
| American Trust | History | Added to | 3,176 | 235 | 0.02% | 0.02% | 228 | +4 | 0.13% | Q4 2025 | Feb 17, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 3,176 | 235 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 3,156 | 234 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 3,035 | 225 | 0.03% | 0.04% | 230 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Continuum Advisory, LLC | History | Reduced | 3,008 | 223 | 0.02% | 0.02% | 231 | -31 | -1.02% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | New | 3,002 | 222 | 0.01% | — | 232 | +3,002 | New | Q4 2025 | Feb 13, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 2,950 | 221 | 0.21% | — | 233 | +2,950 | New | Q4 2025 | Feb 18, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 2,938 | 218 | 0.02% | 0.04% | 234 | -3,945 | -57.32% | Q4 2025 | Feb 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 2,900 | 215 | 0.0% | — | 235 | +2,900 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,901 | 215 | 0.0% | 0.0% | 236 | -284 | -8.92% | Q4 2025 | Mar 09, 2026 |
| Pallas Capital Advisors LLC | History | New | 2,891 | 214 | 0.01% | — | 239 | +2,891 | New | Q4 2025 | Jan 14, 2026 |
| HBK Sorce Advisory LLC | History | New | 2,850 | 214 | 0.0% | — | 238 | +2,850 | New | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,894 | 214 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Madison Wealth Partners, Inc | History | New | 2,808 | 208 | 0.04% | — | 240 | +2,808 | New | Q4 2025 | Feb 10, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 2,783 | 206 | 0.04% | 0.04% | 241 | -390 | -12.29% | Q4 2025 | Feb 02, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | New | 2,752 | 204 | 0.06% | — | 242 | +2,752 | New | Q4 2025 | Jan 20, 2026 |
| BIP Wealth, LLC | History | New | 2,733 | 202 | 0.01% | — | 243 | +2,733 | New | Q4 2025 | Jan 21, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 2,653 | 197 | 0.05% | 0.05% | 244 | -542 | -16.96% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 2,557 | 189 | 0.0% | — | 245 | +2,557 | New | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,535 | 188 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,511 | 186 | 0.02% | 0.0% | 247 | +2,034 | 426.42% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 2,341 | 173 | 0.0% | 0.0% | 248 | +8 | 0.34% | Q4 2025 | Jan 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,208 | 164 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,169 | 161 | 0.0% | 0.0% | 250 | +149 | 7.38% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,879 | 140 | 0.01% | 0.0% | 251 | +1,340 | 248.61% | Q4 2025 | Jan 21, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,894 | 140 | 0.04% | 0.03% | 252 | +103 | 5.75% | Q4 2025 | Jan 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,825 | 136 | 0.01% | 0.01% | 253 | -284 | -13.47% | Q4 2025 | Feb 13, 2026 |
| HOWE & RUSLING INC | History | New | 1,778 | 132 | 0.01% | — | 254 | +1,778 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,688 | 125 | 0.0% | 0.0% | 255 | -880 | -34.27% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,574 | 116 | 0.0% | 0.0% | 256 | +1,141 | 263.51% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,481 | 110 | 0.01% | — | 257 | +1,481 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,365 | 101 | 0.0% | 0.0% | 258 | +20 | 1.49% | Q4 2025 | Jan 13, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 1,305 | 96 | 0.01% | 0.0% | 259 | +25 | 1.95% | Q4 2025 | Jan 23, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 1,278 | 94 | 0.03% | — | 260 | +1,278 | New | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 1,188 | 88 | 0.05% | — | 261 | +1,188 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,176 | 87 | 0.0% | 0.0% | 262 | -307 | -20.7% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | New | 1,150 | 85 | 0.0% | — | 263 | +1,150 | New | Q4 2025 | Feb 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,000 | 74 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,004 | 74 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 991 | 73 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 961 | 71 | 0.0% | — | 267 | +961 | New | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Co / SC | History | Reduced | 896 | 66 | 0.01% | 0.01% | 268 | -144 | -13.85% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 879 | 65 | 0.0% | 0.0% | 269 | -2 | -0.23% | Q4 2025 | Feb 12, 2026 |
| Holos Integrated Wealth LLC | History | No change | 848 | 63 | 0.04% | 0.03% | 270 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Elyxium Wealth, LLC | History | New | 836 | 62 | 0.02% | — | 272 | +836 | New | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 844 | 62 | 0.01% | 0.01% | 271 | -41 | -4.63% | Q4 2025 | Jan 26, 2026 |
| Rialto Wealth Management, LLC | History | No change | 822 | 61 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 798 | 59 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 776 | 57 | 0.0% | 0.0% | 275 | +2 | 0.26% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 751 | 55 | 0.0% | 0.0% | 276 | -163 | -17.83% | Q4 2025 | Feb 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 711 | 53 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 702 | 52 | 0.04% | 0.03% | 278 | +65 | 10.2% | Q4 2025 | Jan 16, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 687 | 51 | 0.01% | 0.0% | 280 | +2 | 0.29% | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 700 | 51 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 642 | 47 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 609 | 45 | 0.0% | 0.0% | 282 | -1,048 | -63.25% | Q4 2025 | Mar 16, 2026 |
| Arlington Trust Co LLC | History | Reduced | 600 | 44 | 0.0% | 0.02% | 286 | -800 | -57.14% | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 597 | 44 | 0.0% | 0.0% | 285 | +97 | 19.4% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 600 | 44 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 600 | 44 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 531 | 39 | 0.02% | 0.02% | 287 | -137 | -20.51% | Q4 2025 | Feb 18, 2026 |
| Solstein Capital, LLC | History | No change | 518 | 38 | 0.02% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 523 | 38 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advocate Investing Services LLC | History | New | 500 | 37 | 0.03% | — | 290 | +500 | New | Q4 2025 | Feb 12, 2026 |
| SYM FINANCIAL Corp | History | New | 468 | 34 | 0.0% | — | 291 | +468 | New | Q4 2025 | Feb 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 455 | 34 | 0.03% | — | 293 | +455 | New | Q4 2025 | Feb 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 465 | 34 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 451 | 33 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 420 | 31 | 0.0% | 0.0% | 295 | +1 | 0.24% | Q4 2025 | Jan 21, 2026 |
| IMG Wealth Management, Inc. | History | No change | 413 | 30 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Asset Planning,Inc | History | No change | 406 | 30 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | No change | 400 | 29 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | New | 356 | 26 | 0.0% | — | 299 | +356 | New | Q4 2025 | Feb 11, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 350 | 25 | 0.0% | 0.0% | 300 | +25 | 7.69% | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | No change | 331 | 24 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 317 | 23 | 0.0% | 0.0% | 302 | -153 | -32.55% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 307 | 22 | 0.0% | 0.0% | 305 | +158 | 106.04% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 305 | 22 | 0.0% | 0.0% | 303 | +1 | 0.33% | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 300 | 22 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 288 | 21 | 0.0% | 0.0% | 306 | +1 | 0.35% | Q4 2025 | Jan 20, 2026 |
| Abound Wealth Management | History | Added to | 271 | 20 | 0.0% | 0.0% | 308 | +53 | 24.31% | Q4 2025 | Jan 12, 2026 |
| Asset Dedication, LLC | History | No change | 275 | 20 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Decker Retirement Planning Inc. | History | No change | 277 | 20 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 255 | 18 | 0.0% | 0.0% | 310 | -1,436 | -84.92% | Q4 2025 | Feb 02, 2026 |
| Meramec Financial Planners, LLC | History | New | 239 | 17 | 0.01% | — | 311 | +239 | New | Q4 2025 | Feb 10, 2026 |
| Planning Project LLC | History | New | 226 | 16 | 0.0% | — | 312 | +226 | New | Q4 2025 | Feb 12, 2026 |
| Sankala Group LLC | History | New | 197 | 15 | 0.01% | — | 313 | +197 | New | Q4 2025 | Mar 02, 2026 |
| Coston, McIsaac & Partners | History | Added to | 201 | 14 | 0.0% | 0.0% | 317 | +33 | 19.64% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | Reduced | 200 | 14 | 0.0% | 0.0% | 316 | -3 | -1.48% | Q4 2025 | Jan 16, 2026 |
| EPG Wealth Management LLC | History | Added to | 201 | 14 | 0.0% | 0.0% | 315 | +1 | 0.5% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 200 | 14 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New Hampshire | History | New | 165 | 12 | 0.0% | — | 318 | +165 | New | Q4 2025 | Mar 16, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 152 | 11 | 0.0% | 0.01% | 319 | -14 | -8.43% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | No change | 161 | 11 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Waverly Advisors, LLC | History | New | 140 | 10 | 0.0% | — | 321 | +140 | New | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 132 | 9 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 133 | 9 | 0.01% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 128 | 9 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | Reduced | 109 | 8 | 0.0% | 0.0% | 325 | -150 | -57.92% | Q4 2025 | Jan 29, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 96 | 7 | 0.0% | 0.09% | 328 | -1,831 | -95.02% | Q4 2025 | Jan 14, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 100 | 7 | 0.01% | — | 329 | +100 | New | Q4 2025 | Feb 10, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 107 | 7 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 82 | 6 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DAGCO, INC. | History | No change | 55 | 4 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 61 | 4 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stone House Investment Management, LLC | History | New | 49 | 3 | 0.0% | — | 335 | +49 | New | Q4 2025 | Jan 21, 2026 |
| DecisionPoint Financial, LLC | History | New | 48 | 3 | 0.0% | — | 338 | +48 | New | Q4 2025 | Jan 29, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Advisors | History | No change | 50 | 3 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CVA Family Office, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SouthState Bank Corp | History | New | 24 | 1 | 0.0% | — | 341 | +24 | New | Q4 2025 | Feb 11, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 20 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 20 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 2.44% | — | -163,676 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.31% | — | -100,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -19,230 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,018 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,976 | -100.0% | Q3 2025 | Oct 22, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,941 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -2,537 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,474 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,218 | -100.0% | Q3 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -575 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 07, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HighMark Wealth Management LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -10 | -55.56% | Q4 2025 | Feb 05, 2026 |
| AlphaCore Capital LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 05, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| DUNCKER STREETT & CO INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Founders Capital Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bogart Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Avion Wealth | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quent Capital, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LRI Investments, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| REAP Financial Group, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |