FIRST TRUST EXCHANGE-TRADED FUND - FIW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,058,156 | 114,958 | 0.01% | 0.01% | 1 | -4,420 | -0.42% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 936,052 | 101,692 | 0.03% | 0.03% | 2 | +34,753 | 3.86% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 519,810 | 56,472 | 0.0% | 0.0% | 3 | +35,957 | 7.43% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 320,879 | 34,860 | 0.01% | 0.01% | 4 | -61,616 | -16.11% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 302,157 | 32,826 | 0.01% | 0.01% | 5 | -65,058 | -17.72% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 269,184 | 29,244 | 0.04% | 0.04% | 6 | -1,407 | -0.52% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 267,803 | 29,094 | 0.01% | 0.01% | 7 | +7,710 | 2.96% | Q4 2025 | Feb 18, 2026 |
| Polianta Ltd | History | Added to | 267,700 | 29,082 | 3.81% | 6.66% | 8 | +123,800 | 86.03% | Q4 2025 | Jan 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 222,375 | 24,160 | 0.02% | 0.02% | 9 | +2,002 | 0.91% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 216,189 | 23,486 | 0.01% | 0.01% | 10 | +2,048 | 0.96% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 194,206 | 21,098 | 0.02% | 0.03% | 11 | -12,488 | -6.04% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 188,109 | 20,436 | 0.0% | — | 12 | +188,109 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 187,240 | 20,341 | 0.59% | — | 13 | +187,240 | New | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 168,891 | 18,348 | 0.01% | 0.01% | 14 | +3,928 | 2.38% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 166,907 | 18,130 | 0.0% | 0.0% | 15 | +3,021 | 1.84% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 134,599 | 14,622 | 0.18% | 0.19% | 16 | +6,487 | 5.06% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 122,338 | 13,297 | 0.02% | 0.02% | 17 | +5,891 | 5.06% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 111,109 | 12,070 | 0.45% | 0.02% | 18 | +108,466 | 4103.9% | Q4 2025 | Feb 04, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 109,446 | 11,890 | 0.99% | 1.03% | 19 | +2,298 | 2.14% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 95,709 | 10,398 | 0.03% | 0.03% | 20 | +6,817 | 7.67% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 85,233 | 9,259 | 0.01% | 0.02% | 21 | -19,637 | -18.73% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 65,836 | 7,152 | 0.03% | 0.03% | 22 | +7,121 | 12.13% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 65,387 | 7,103 | 0.01% | 0.01% | 23 | +1,627 | 2.55% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 62,785 | 6,821 | 0.03% | 0.03% | 24 | +2,847 | 4.75% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 54,793 | 5,952 | 0.0% | 0.0% | 25 | +46,893 | 593.58% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 52,071 | 5,657 | 0.01% | 0.01% | 26 | -464 | -0.88% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 49,168 | 5,642 | 0.14% | 0.15% | 27 | -42 | -0.09% | Q4 2025 | Jan 28, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 51,126 | 5,554 | 2.31% | 2.38% | 28 | +1,777 | 3.6% | Q4 2025 | Jan 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 48,265 | 5,243 | 0.1% | 0.11% | 29 | +127 | 0.26% | Q4 2025 | Jan 14, 2026 |
| White Pine Investment CO | History | Reduced | 47,202 | 5,128 | 1.21% | 1.27% | 30 | -569 | -1.19% | Q4 2025 | Jan 28, 2026 |
| Pursuit Wealth Management LLC | History | New | 46,091 | 5,007 | 4.3% | — | 31 | +46,091 | New | Q4 2025 | Jan 26, 2026 |
| Prism Advisors, Inc. | History | Reduced | 45,659 | 4,960 | 1.32% | 1.91% | 32 | -17,415 | -27.61% | Q4 2025 | Jan 23, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 45,599 | 4,953 | 0.71% | 0.72% | 33 | +1,953 | 4.47% | Q4 2025 | Jan 28, 2026 |
| Modern Wealth Management, LLC | History | Added to | 45,230 | 4,913 | 0.09% | 0.1% | 34 | +1,472 | 3.36% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 44,271 | 4,809 | 0.13% | 0.14% | 35 | -717 | -1.59% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 44,174 | 4,799 | 0.01% | 0.01% | 36 | +4,094 | 10.21% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 43,876 | 4,766 | 0.0% | 0.0% | 37 | +1,037 | 2.42% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 39,087 | 4,246 | 0.0% | 0.0% | 38 | +2,588 | 7.09% | Q4 2025 | Feb 10, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 36,563 | 3,972 | 3.1% | 3.17% | 39 | +1,869 | 5.39% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 36,279 | 3,940 | 0.0% | 0.0% | 40 | +86 | 0.24% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 35,069 | 3,811 | 0.04% | 0.04% | 41 | -239 | -0.68% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 33,543 | 3,644 | 0.02% | 0.02% | 42 | +829 | 2.53% | Q4 2025 | Feb 12, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 33,059 | 3,591 | 0.79% | 0.79% | 43 | +1,414 | 4.47% | Q4 2025 | Jan 20, 2026 |
| BIP Wealth, LLC | History | New | 30,640 | 3,328 | 0.12% | — | 44 | +30,640 | New | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Reduced | 29,499 | 3,204 | 0.0% | 0.0% | 45 | -991 | -3.25% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 28,638 | 3,112 | 0.02% | 0.02% | 46 | +38 | 0.13% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 28,219 | 3,065 | 0.01% | 0.01% | 47 | -319 | -1.12% | Q4 2025 | Jan 29, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 27,919 | 3,033 | 0.5% | 0.56% | 48 | +296 | 1.07% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 27,768 | 3,016 | 0.04% | 0.04% | 49 | -10,623 | -27.67% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,237 | 2,959 | 0.02% | 0.03% | 50 | +1,933 | 7.64% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 26,283 | 2,855 | 0.93% | 7.04% | 51 | -185,446 | -87.59% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 25,427 | 2,762 | 0.0% | — | 52 | +25,427 | New | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 25,144 | 2,731 | 0.09% | 0.08% | 53 | +5,017 | 24.93% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 24,760 | 2,689 | 0.03% | 0.03% | 54 | +4,987 | 25.22% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 23,943 | 2,601 | 0.0% | 0.0% | 55 | +17,732 | 285.49% | Q4 2025 | Feb 12, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 23,282 | 2,529 | 0.7% | 0.74% | 56 | +377 | 1.65% | Q4 2025 | Jan 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 23,036 | 2,502 | 0.0% | 0.0% | 57 | +19,240 | 506.85% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 22,961 | 2,494 | 0.0% | 0.0% | 58 | +207 | 0.91% | Q4 2025 | Feb 11, 2026 |
| Farrow Financial, Inc. | History | Added to | 22,713 | 2,467 | 1.42% | 1.48% | 59 | +53 | 0.23% | Q4 2025 | Jan 27, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 22,513 | 2,445 | 0.4% | 0.43% | 60 | -8 | -0.04% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 22,193 | 2,418 | 0.04% | 0.05% | 61 | -2,694 | -10.82% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 21,462 | 2,331 | 0.0% | 0.0% | 62 | +1,673 | 8.45% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 20,193 | 2,193 | 0.01% | 0.01% | 63 | +4,740 | 30.67% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 18,644 | 2,025 | 0.11% | 0.11% | 64 | +1,505 | 8.78% | Q4 2025 | Feb 05, 2026 |
| FIDUCIARY TRUST CO | History | No change | 18,536 | 2,013 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 18,331 | 1,991 | 0.01% | 0.01% | 66 | +2,211 | 13.72% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 18,153 | 1,972 | 0.71% | 0.74% | 67 | +526 | 2.98% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 18,103 | 1,966 | 0.03% | 0.02% | 68 | +11,431 | 171.33% | Q4 2025 | Feb 06, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 16,898 | 1,947 | 0.25% | 0.29% | 69 | -1,776 | -9.51% | Q4 2025 | Jan 23, 2026 |
| Cambria Investment Management, L.P. | History | New | 17,894 | 1,944 | 0.11% | — | 70 | +17,894 | New | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | New | 17,894 | 1,944 | 0.03% | — | 71 | +17,894 | New | Q4 2025 | Feb 18, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 17,863 | 1,941 | 0.02% | 0.01% | 72 | +5,193 | 40.99% | Q4 2025 | Feb 03, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 17,658 | 1,932 | 0.68% | 0.69% | 73 | -302 | -1.68% | Q4 2025 | Jan 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 17,385 | 1,888 | 0.15% | 0.15% | 74 | +91 | 0.53% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 17,298 | 1,879 | 0.03% | 0.03% | 75 | -2,671 | -13.38% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 16,866 | 1,832 | 0.0% | 0.0% | 76 | +2,101 | 14.23% | Q4 2025 | Mar 16, 2026 |
| Mariner, LLC | History | Reduced | 16,831 | 1,828 | 0.0% | 0.0% | 77 | -2,371 | -12.35% | Q4 2025 | Feb 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 15,775 | 1,713 | 0.39% | 0.45% | 78 | -293 | -1.82% | Q4 2025 | Feb 11, 2026 |
| Bison Wealth, LLC | History | New | 16,468 | 1,675 | 0.19% | — | 79 | +16,468 | New | Q4 2025 | Mar 24, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 15,237 | 1,655 | 0.11% | — | 80 | +15,237 | New | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 15,156 | 1,646 | 0.01% | 0.01% | 81 | -298 | -1.93% | Q4 2025 | Jan 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 15,050 | 1,635 | 0.07% | 0.08% | 82 | -16 | -0.11% | Q4 2025 | Jan 29, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,936 | 1,622 | 0.0% | 0.0% | 83 | +113 | 0.76% | Q4 2025 | Feb 10, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 14,786 | 1,606 | 0.81% | 0.85% | 84 | +651 | 4.61% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 14,711 | 1,598 | 0.02% | 0.02% | 85 | -857 | -5.5% | Q4 2025 | Jan 21, 2026 |
| Eagle Strategies LLC | History | Reduced | 14,687 | 1,595 | 0.2% | 0.24% | 86 | -1,212 | -7.62% | Q4 2025 | Jan 23, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 14,613 | 1,587 | 0.47% | 0.54% | 87 | -831 | -5.38% | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 14,603 | 1,586 | 0.07% | 0.08% | 88 | -2,231 | -13.25% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,547 | 1,580 | 0.02% | 0.06% | 89 | -32,546 | -69.11% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Management, Inc. | History | No change | 14,458 | 1,570 | 0.26% | 0.27% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 14,125 | 1,534 | 0.11% | 0.1% | 91 | +3,139 | 28.57% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | New | 13,008 | 1,505 | 0.07% | — | 92 | +13,008 | New | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 12,656 | 1,375 | 0.01% | 0.01% | 93 | -425 | -3.25% | Q4 2025 | Feb 18, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 12,346 | 1,341 | 1.06% | — | 94 | +12,346 | New | Q4 2025 | Feb 09, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 12,285 | 1,334 | 0.96% | 1.01% | 95 | +135 | 1.11% | Q4 2025 | Jan 27, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 12,039 | 1,307 | 0.44% | 0.4% | 96 | +442 | 3.81% | Q4 2025 | Jan 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 11,973 | 1,300 | 0.0% | 0.01% | 97 | -2,314 | -16.2% | Q4 2025 | Feb 18, 2026 |
| Sage Capital Management, LLC | History | Added to | 11,930 | 1,296 | 0.6% | 0.57% | 98 | +597 | 5.27% | Q4 2025 | Jan 15, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 11,656 | 1,266 | 0.9% | 0.95% | 99 | -94 | -0.8% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 11,503 | 1,249 | 0.01% | 0.02% | 100 | -350 | -2.95% | Q4 2025 | Jan 21, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 11,474 | 1,246 | 0.27% | 0.28% | 101 | +246 | 2.19% | Q4 2025 | Feb 04, 2026 |
| PFG Advisors | History | Reduced | 11,290 | 1,226 | 0.06% | 0.05% | 102 | -199 | -1.73% | Q4 2025 | Jan 27, 2026 |
| SFI Advisors, LLC | History | Reduced | 10,867 | 1,180 | 0.76% | 0.83% | 103 | -768 | -6.6% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 10,844 | 1,178 | 0.05% | 0.04% | 104 | +3,685 | 51.47% | Q4 2025 | Feb 05, 2026 |
| Guardian Capital, LLC | History | New | 10,569 | 1,148 | 1.03% | — | 105 | +10,569 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 10,499 | 1,140 | 0.0% | 0.0% | 106 | +367 | 3.62% | Q4 2025 | Feb 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 10,400 | 1,129 | 0.02% | 0.02% | 107 | +190 | 1.86% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,189 | 1,107 | 0.01% | 0.01% | 108 | +234 | 2.35% | Q4 2025 | Jan 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,117 | 1,099 | 0.05% | 0.06% | 109 | -487 | -4.59% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,799 | 1,097 | 0.0% | 0.0% | 110 | +161 | 1.67% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 9,967 | 1,082 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 9,924 | 1,078 | 0.02% | 0.02% | 112 | +92 | 0.94% | Q4 2025 | Feb 06, 2026 |
| Triad Wealth Partners, LLC | History | New | 9,910 | 1,076 | 0.1% | — | 113 | +9,910 | New | Q4 2025 | Jan 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 9,869 | 1,072 | 0.03% | 0.03% | 114 | -3 | -0.03% | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 9,745 | 1,058 | 0.09% | 0.09% | 115 | +23 | 0.24% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,645 | 1,047 | 0.02% | 0.02% | 116 | +433 | 4.7% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Added to | 9,586 | 1,042 | 0.05% | 0.05% | 117 | +173 | 1.84% | Q4 2025 | Feb 12, 2026 |
| Platform Technology Partners | History | No change | 9,500 | 1,032 | 0.22% | 0.26% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MTM Investment Management, LLC | History | No change | 9,185 | 997 | 0.32% | 0.33% | 119 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 9,112 | 989 | 0.0% | 0.0% | 120 | +1,227 | 15.56% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,535 | 927 | 0.04% | 0.04% | 121 | +866 | 11.29% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 8,438 | 916 | 0.06% | 0.05% | 122 | +3,052 | 56.67% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,234 | 894 | 0.01% | 0.01% | 123 | +1,825 | 28.48% | Q4 2025 | Feb 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 8,000 | 869 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SMITH, MOORE & CO. | History | Added to | 7,849 | 852 | 0.06% | 0.06% | 125 | +500 | 6.8% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,660 | 832 | 0.02% | 0.02% | 126 | +581 | 8.21% | Q4 2025 | Feb 11, 2026 |
| FreeGulliver LLC | History | Reduced | 7,548 | 820 | 0.3% | 0.4% | 127 | -485 | -6.04% | Q4 2025 | Feb 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 7,531 | 818 | 0.05% | 0.02% | 128 | +4,261 | 130.31% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,483 | 812 | 0.02% | 0.0% | 129 | +5,688 | 316.88% | Q4 2025 | Feb 03, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 7,425 | 806 | 0.22% | 0.21% | 130 | +1,040 | 16.29% | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | Added to | 7,181 | 780 | 0.01% | 0.01% | 131 | +1,637 | 29.53% | Q4 2025 | Mar 12, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 7,072 | 768 | 0.18% | 0.18% | 132 | +78 | 1.12% | Q4 2025 | Jan 26, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 732 | 0.31% | 0.31% | 133 | -6,723 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CWM, LLC | History | Added to | 6,597 | 717 | 0.0% | 0.0% | 134 | +28 | 0.43% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,524 | 708 | 0.05% | 0.06% | 135 | -69 | -1.05% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,346 | 689 | 0.0% | 0.0% | 136 | -181 | -2.77% | Q4 2025 | Feb 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,223 | 676 | 0.34% | 0.45% | 137 | -1,319 | -17.49% | Q4 2025 | Feb 09, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,218 | 675 | 0.47% | 0.49% | 138 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,999 | 651 | 0.02% | 0.02% | 139 | +328 | 5.78% | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 5,902 | 641 | 0.07% | — | 140 | +5,902 | New | Q4 2025 | Feb 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,871 | 638 | 0.02% | 0.02% | 141 | +178 | 3.13% | Q4 2025 | Feb 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 5,819 | 632 | 0.05% | 0.05% | 142 | -139 | -2.33% | Q4 2025 | Jan 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,657 | 614 | 0.01% | 0.01% | 143 | +80 | 1.43% | Q4 2025 | Feb 12, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 5,647 | 613 | 0.53% | 0.57% | 145 | -1,383 | -19.67% | Q4 2025 | Feb 09, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 5,643 | 613 | 0.04% | 0.04% | 144 | -494 | -8.05% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,591 | 607 | 0.01% | 0.01% | 146 | +516 | 10.17% | Q4 2025 | Feb 09, 2026 |
| Ignite Planners, LLC | History | Added to | 5,360 | 604 | 0.09% | 0.06% | 147 | +1,923 | 55.95% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,441 | 591 | 0.01% | 0.01% | 148 | +10 | 0.18% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,434 | 590 | 0.03% | 0.04% | 149 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 5,413 | 588 | 0.11% | 0.13% | 150 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | Reduced | 5,396 | 586 | 0.03% | 0.03% | 151 | -287 | -5.05% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 5,155 | 559 | 0.02% | — | 152 | +5,155 | New | Q4 2025 | Jan 09, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 5,148 | 559 | 0.05% | — | 153 | +5,148 | New | Q4 2025 | Feb 12, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 5,074 | 551 | 0.14% | — | 154 | +5,074 | New | Q4 2025 | Jan 23, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 4,996 | 542 | 0.07% | 0.07% | 155 | +841 | 20.24% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,962 | 539 | 0.01% | 0.01% | 156 | +1,056 | 27.04% | Q4 2025 | Jan 29, 2026 |
| Nova R Wealth, Inc. | History | Added to | 4,867 | 528 | 0.19% | 0.23% | 157 | +7 | 0.14% | Q4 2025 | Jan 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 4,701 | 510 | 0.02% | 0.03% | 158 | +78 | 1.69% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Reduced | 4,658 | 506 | 0.0% | 0.0% | 159 | -249 | -5.07% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 4,665 | 506 | 0.03% | 0.03% | 160 | +7 | 0.15% | Q4 2025 | Feb 18, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 4,605 | 500 | 0.09% | 0.28% | 161 | -9,446 | -67.23% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | No change | 4,502 | 489 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 4,400 | 478 | 0.27% | 0.26% | 163 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 4,388 | 476 | 0.31% | 0.51% | 164 | -3,971 | -47.51% | Q4 2025 | Feb 09, 2026 |
| WEALTH EFFECTS LLC | History | No change | 4,371 | 474 | 0.15% | 0.16% | 165 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,325 | 469 | 0.01% | 0.01% | 166 | -382 | -8.12% | Q4 2025 | Feb 17, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 4,091 | 444 | 0.2% | — | 167 | +4,091 | New | Q4 2025 | Feb 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 4,068 | 441 | 0.06% | 0.06% | 168 | +713 | 21.25% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,928 | 426 | 0.0% | 0.0% | 169 | +919 | 30.54% | Q4 2025 | Jan 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 3,903 | 424 | 0.02% | 0.01% | 170 | +1,235 | 46.29% | Q4 2025 | Feb 09, 2026 |
| WealthPlan Investment Management, LLC | History | New | 3,878 | 421 | 0.03% | — | 171 | +3,878 | New | Q4 2025 | Feb 05, 2026 |
| TruWealth Advisors, LLC | History | Added to | 3,843 | 417 | 0.02% | 0.02% | 172 | +7 | 0.18% | Q4 2025 | Jan 07, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,803 | 413 | 0.01% | 0.01% | 173 | -83 | -2.14% | Q4 2025 | Feb 02, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,808 | 413 | 0.01% | 0.02% | 174 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NBT BANK N A /NY | History | Reduced | 109 | 411 | 0.03% | 0.03% | 175 | -3 | -2.68% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,665 | 398 | 0.01% | 0.03% | 176 | -2,913 | -44.28% | Q4 2025 | Jan 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,659 | 397 | 0.0% | 0.0% | 177 | +2,042 | 126.28% | Q4 2025 | Jan 23, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 3,643 | 395 | 0.02% | 0.16% | 178 | -18,566 | -83.6% | Q4 2025 | Feb 13, 2026 |
| Kaizen Financial Strategies | History | Added to | 3,533 | 383 | 0.17% | 0.18% | 179 | +7 | 0.2% | Q4 2025 | Jan 21, 2026 |
| Tactive Advisors, LLC | History | Added to | 3,495 | 379 | 0.11% | 0.11% | 181 | +30 | 0.87% | Q4 2025 | Jan 09, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 3,279 | 379 | 0.12% | 0.12% | 180 | +1 | 0.03% | Q4 2025 | Jan 16, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 3,344 | 363 | 0.06% | 0.06% | 182 | -96 | -2.79% | Q4 2025 | Jan 20, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 3,239 | 351 | 0.02% | — | 183 | +3,239 | New | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,228 | 350 | 0.0% | 0.0% | 184 | -323 | -9.1% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 3,110 | 337 | 0.02% | 0.03% | 185 | +11 | 0.35% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,041 | 330 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,962 | 325 | 0.02% | 0.06% | 187 | -4,282 | -59.11% | Q4 2025 | Jan 15, 2026 |
| Waldron Private Wealth LLC | History | New | 2,927 | 317 | 0.01% | — | 188 | +2,927 | New | Q4 2025 | Jan 14, 2026 |
| Dash Acquisitions Inc. | History | No change | 2,698 | 307 | 0.06% | 0.06% | 189 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mason & Associates Inc | History | No change | 2,822 | 306 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Gateway Wealth Partners, LLC | History | New | 2,805 | 304 | 0.03% | — | 191 | +2,805 | New | Q4 2025 | Feb 11, 2026 |
| KWB Wealth | History | Added to | 2,774 | 301 | 0.03% | 0.03% | 192 | +157 | 6.0% | Q4 2025 | Jan 12, 2026 |
| Apeiron RIA LLC | History | Reduced | 2,645 | 300 | 0.06% | 0.08% | 193 | -400 | -13.14% | Q4 2025 | Feb 03, 2026 |
| Tudor Financial Inc. | History | Added to | 2,710 | 294 | 0.15% | 0.13% | 194 | +500 | 22.62% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 2,682 | 291 | 0.0% | 0.0% | 195 | +15 | 0.56% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 2,627 | 285 | 0.02% | 0.02% | 196 | +2 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 2,622 | 284 | 0.03% | 0.04% | 198 | -448 | -14.59% | Q4 2025 | Jan 20, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,620 | 284 | 0.14% | 0.14% | 197 | +80 | 3.15% | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | Added to | 2,597 | 282 | 0.0% | 0.0% | 199 | +31 | 1.21% | Q4 2025 | Feb 02, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,589 | 281 | 0.01% | 0.01% | 200 | +341 | 15.17% | Q4 2025 | Feb 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,548 | 276 | 0.0% | 0.0% | 201 | -5 | -0.2% | Q4 2025 | Feb 09, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 2,540 | 275 | 0.18% | 0.18% | 202 | -17 | -0.66% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,426 | 263 | 0.0% | 0.0% | 204 | -54 | -2.18% | Q4 2025 | Jan 30, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 2,422 | 263 | 0.04% | 0.05% | 203 | -32 | -1.3% | Q4 2025 | Feb 06, 2026 |
| Global Assets Advisory, LLC | History | No change | 2,400 | 260 | 0.07% | 0.08% | 205 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 2,278 | 258 | 0.17% | — | 206 | +2,278 | New | Q4 2025 | Feb 10, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 2,358 | 256 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 2,315 | 251 | 0.14% | — | 209 | +2,315 | New | Q4 2025 | Jan 21, 2026 |
| Trivant Custom Portfolio Group, LLC | History | No change | 2,315 | 251 | 0.14% | 0.13% | 208 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Grantvest Financial Group LLC | History | New | 2,252 | 244 | 0.16% | — | 210 | +2,252 | New | Q4 2025 | Feb 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 2,206 | 239 | 0.01% | 0.01% | 211 | +8 | 0.36% | Q4 2025 | Feb 05, 2026 |
| Accel Wealth Management | History | No change | 2,196 | 238 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,184 | 237 | 0.01% | 0.01% | 213 | -50 | -2.24% | Q4 2025 | Feb 17, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 2,163 | 235 | 0.09% | 0.1% | 214 | +4 | 0.19% | Q4 2025 | Feb 05, 2026 |
| Cambridge Advisors Inc. | History | Added to | 2,136 | 232 | 0.04% | 0.04% | 215 | +264 | 14.1% | Q4 2025 | Jan 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 2,135 | 231 | 0.01% | 0.02% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,122 | 230 | 0.0% | 0.0% | 217 | +35 | 1.68% | Q4 2025 | Mar 09, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 2,101 | 228 | 0.08% | 0.09% | 218 | -8 | -0.38% | Q4 2025 | Jan 21, 2026 |
| Sowell Financial Services LLC | History | New | 2,078 | 225 | 0.01% | — | 219 | +2,078 | New | Q4 2025 | Jan 21, 2026 |
| Smithfield Trust Co | History | Reduced | 2,049 | 223 | 0.01% | 0.01% | 220 | -225 | -9.89% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | New | 2,013 | 218 | 0.01% | — | 221 | +2,013 | New | Q4 2025 | Feb 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,976 | 215 | 0.01% | — | 222 | +1,976 | New | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | New | 1,945 | 211 | 0.01% | — | 223 | +1,945 | New | Q4 2025 | Feb 10, 2026 |
| Private Advisory Group LLC | History | Added to | 1,935 | 210 | 0.02% | 0.02% | 224 | +148 | 8.28% | Q4 2025 | Jan 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,916 | 208 | 0.02% | 0.02% | 225 | -141 | -6.85% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,878 | 203 | 0.0% | 0.0% | 226 | +1,700 | 955.06% | Q4 2025 | Jan 28, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 1,851 | 201 | 0.05% | 0.05% | 227 | +16 | 0.87% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,712 | 186 | 0.0% | 0.0% | 228 | -396 | -18.79% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,711 | 185 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,605 | 174 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 1,545 | 167 | 0.0% | — | 231 | +1,545 | New | Q4 2025 | Feb 05, 2026 |
| Financial Perspectives, Inc | History | Reduced | 1,379 | 149 | 0.04% | 0.04% | 232 | -1 | -0.07% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | Added to | 1,367 | 148 | 0.0% | 0.01% | 233 | +4 | 0.29% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 1,362 | 147 | 0.0% | 0.0% | 234 | +94 | 7.41% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | No change | 1,345 | 146 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,334 | 144 | 0.08% | 0.09% | 236 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO | History | No change | 1,087 | 121 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| REAP Financial Group, LLC | History | Reduced | 961 | 104 | 0.02% | 0.02% | 238 | -30 | -3.03% | Q4 2025 | Feb 10, 2026 |
| Mechanics Financial Corp | History | No change | 900 | 97 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Elevated Capital Advisors, LLC | History | New | 828 | 89 | 0.02% | — | 240 | +828 | New | Q4 2025 | Jan 27, 2026 |
| Advocate Investing Services LLC | History | New | 822 | 89 | 0.08% | — | 241 | +822 | New | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 772 | 83 | 0.0% | 0.01% | 242 | -331 | -30.01% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 731 | 79 | 0.0% | 0.0% | 243 | +110 | 17.71% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 687 | 76 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Investors Research Corp | History | Reduced | 677 | 73 | 0.01% | 0.01% | 245 | -24 | -3.42% | Q4 2025 | Jan 06, 2026 |
| BOKF, NA | History | No change | 625 | 67 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Basepoint Wealth LLC | History | New | 605 | 65 | 0.04% | — | 247 | +605 | New | Q4 2025 | Feb 10, 2026 |
| First Pacific Financial | History | Added to | 572 | 62 | 0.01% | 0.01% | 248 | +1 | 0.18% | Q4 2025 | Jan 16, 2026 |
| BLUELINE ADVISORS LLC | History | New | 570 | 61 | 0.05% | — | 249 | +570 | New | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 523 | 56 | 0.01% | 0.0% | 250 | +509 | 3635.71% | Q4 2025 | Jan 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 492 | 53 | 0.01% | — | 251 | +492 | New | Q4 2025 | Feb 13, 2026 |
| PFS Partners, LLC | History | Added to | 493 | 53 | 0.02% | 0.02% | 252 | +45 | 10.04% | Q4 2025 | Jan 16, 2026 |
| Evolution Advisers, Inc. | History | No change | 456 | 49 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 437 | 47 | 0.0% | 0.0% | 254 | -25 | -5.41% | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 406 | 44 | 0.0% | 0.0% | 255 | -487 | -54.54% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 413 | 44 | 0.0% | — | 256 | +413 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 386 | 41 | 0.01% | — | 257 | +386 | New | Q4 2025 | Feb 09, 2026 |
| Perkins Coie Trust Co | History | No change | 350 | 38 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 351 | 38 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 298 | 32 | 0.03% | — | 261 | +298 | New | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 301 | 32 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 300 | 32 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 284 | 30 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 260 | 28 | 0.02% | — | 264 | +260 | New | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 249 | 27 | 0.0% | 0.0% | 265 | +98 | 64.9% | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 253 | 27 | 0.01% | 0.01% | 266 | -5 | -1.94% | Q4 2025 | Jan 29, 2026 |
| Boreal Capital Management LLC | History | No change | 225 | 24 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | New | 207 | 22 | 0.01% | — | 269 | +207 | New | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | No change | 203 | 22 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 21 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 201 | 21 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Abound Wealth Management | History | No change | 201 | 21 | 0.0% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| EFG International AG | History | New | 190 | 20 | 0.0% | — | 274 | +190 | New | Q4 2025 | Feb 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 187 | 20 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | Added to | 183 | 19 | 0.0% | 0.0% | 275 | +168 | 1120.0% | Q4 2025 | Jan 23, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 180 | 19 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 170 | 18 | 0.01% | 0.01% | 277 | -170 | -50.0% | Q4 2025 | Feb 18, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 161 | 17 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Truvestments Capital LLC | History | No change | 150 | 16 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 136 | 15 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Lodestone Wealth Management LLC | History | New | 111 | 12 | 0.0% | — | 282 | +111 | New | Q4 2025 | Jan 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 116 | 12 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Winthrop Capital Management, LLC | History | No change | 115 | 12 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sankala Group LLC | History | New | 101 | 11 | 0.01% | — | 285 | +101 | New | Q4 2025 | Mar 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 108 | 11 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 100 | 10 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 100 | 10 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 100 | 10 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Noble Wealth Management PBC | History | New | 84 | 9 | 0.0% | — | 290 | +84 | New | Q4 2025 | Jan 05, 2026 |
| Signature Equity Partners, LLC | History | New | 75 | 8 | 0.0% | — | 292 | +75 | New | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 79 | 8 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 70 | 7 | 0.01% | 0.05% | 294 | -4,002 | -98.28% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 73 | 7 | 0.0% | 0.0% | 293 | -200 | -73.26% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | New | 66 | 7 | 0.0% | — | 296 | +66 | New | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 70 | 7 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wilkerson Advisory Group LLC | History | New | 57 | 6 | 0.0% | — | 298 | +57 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 56 | 6 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 52 | 5 | 0.0% | 0.0% | 299 | -7 | -11.86% | Q4 2025 | Jan 22, 2026 |
| LRI Investments, LLC | History | New | 44 | 4 | 0.0% | — | 301 | +44 | New | Q4 2025 | Feb 04, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 39 | 4 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 12 | 1 | 0.0% | 0.0% | 306 | -17 | -58.62% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Fortitude Financial, LLC | History | Closed out | 0 | 0 | — | 2.08% | — | -45,353 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -29,997 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -25,798 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Florin Court Capital LLP | History | Closed out | 0 | 0 | — | 2.0% | — | -22,717 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Trilogy Capital Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -19,008 | -100.0% | Q3 2025 | Oct 24, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -13,850 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Element Wealth, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -13,192 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,701 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -9,947 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,700 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Garden State Investment Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,570 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,152 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Great Diamond Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,194 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,165 | -100.0% | Q3 2025 | Oct 22, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,108 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,042 | -100.0% | Q3 2025 | Oct 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,901 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,840 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,818 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prospect Financial Services LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,799 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Evelyn Partners Investment Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -310 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 23, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Jan 12, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Trust Asset Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |