SPDR SERIES TRUST - FLRN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthfront Advisers LLC | History | Added to | 4,935,059 | 151,654 | 0.34% | 0.3% | 1 | +848,337 | 20.76% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,840,153 | 118,005 | 0.03% | 0.03% | 2 | +83,089 | 2.21% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,444,617 | 75,123 | 0.01% | 0.01% | 3 | +943,588 | 62.86% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,143,297 | 65,863 | 0.01% | — | 4 | +2,143,297 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,102,442 | 64,608 | 0.0% | 0.0% | 5 | +138,501 | 7.05% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,967,860 | 60,472 | 0.02% | 0.02% | 6 | -279,323 | -12.43% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,786,743 | 54,906 | 0.0% | 0.0% | 7 | -59,379 | -3.22% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,748,186 | 53,721 | 0.02% | 0.01% | 8 | +405,900 | 30.24% | Q4 2025 | Feb 10, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,563,991 | 48,061 | 0.41% | 0.43% | 9 | -4,295 | -0.27% | Q4 2025 | Feb 05, 2026 |
| Curbstone Financial Management Corp | History | Added to | 1,257,076 | 38,629 | 7.39% | 7.13% | 10 | +55,100 | 4.58% | Q4 2025 | Jan 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,157,419 | 35,567 | 0.13% | 0.12% | 11 | +70,607 | 6.5% | Q4 2025 | Jan 30, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,087,056 | 33,524 | 0.59% | 0.66% | 12 | +48,663 | 4.69% | Q4 2025 | Jan 29, 2026 |
| Valmark Advisers, Inc. | History | Added to | 977,389 | 30,035 | 0.37% | 0.38% | 13 | +35,643 | 3.78% | Q4 2025 | Jan 26, 2026 |
| STATE STREET CORP | History | Added to | 963,980 | 29,623 | 0.0% | 0.0% | 14 | +26,338 | 2.81% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 940,761 | 28,909 | 0.79% | 0.61% | 15 | +224,733 | 31.39% | Q4 2025 | Feb 06, 2026 |
| Stratos Investment Management, LLC | History | Added to | 920,342 | 28,282 | 1.13% | 1.11% | 16 | +45,548 | 5.21% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 810,578 | 24,909 | 0.27% | 0.34% | 17 | +75,296 | 10.24% | Q4 2025 | Jan 23, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 768,929 | 23,629 | 4.46% | 6.48% | 18 | -341,374 | -30.75% | Q4 2025 | Jan 28, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 732,753 | 22,517 | 4.76% | 4.64% | 19 | +44,722 | 6.5% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 729,818 | 22,427 | 0.01% | 0.01% | 20 | -16,802 | -2.25% | Q4 2025 | Feb 18, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 724,551 | 22,265 | 4.51% | 4.0% | 21 | +106,858 | 17.3% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Management, Inc. | History | Added to | 720,522 | 22,141 | 3.61% | 3.49% | 22 | +36,222 | 5.29% | Q4 2025 | Feb 06, 2026 |
| Towercrest Capital Management | History | Reduced | 651,222 | 20,012 | 3.16% | 3.29% | 23 | -14,090 | -2.12% | Q4 2025 | Jan 21, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 633,135 | 19,456 | 5.93% | 6.27% | 24 | +23,115 | 3.79% | Q4 2025 | Jan 21, 2026 |
| Alliance Wealth Management Group | History | Reduced | 623,744 | 19,167 | 4.21% | 4.38% | 25 | -13,699 | -2.15% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 584,783 | 17,970 | 0.03% | 0.03% | 26 | -175,980 | -23.13% | Q4 2025 | Feb 17, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 571,863 | 17,573 | 1.32% | 1.21% | 27 | +62,380 | 12.24% | Q4 2025 | Jan 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 503,642 | 15,476 | 0.38% | 0.46% | 28 | -82,523 | -14.08% | Q4 2025 | Feb 17, 2026 |
| Providence First Trust Co | History | Reduced | 503,136 | 15,461 | 5.35% | 5.41% | 29 | -2,296 | -0.45% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 503,015 | 15,457 | 0.02% | 0.02% | 30 | +1,828 | 0.36% | Q4 2025 | Feb 12, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 502,258 | 15,454 | 3.64% | 3.58% | 31 | +51,507 | 11.43% | Q4 2025 | Jan 14, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 476,983 | 14,658 | 0.97% | 0.92% | 32 | +31,049 | 6.96% | Q4 2025 | Jan 09, 2026 |
| UBS Group AG | History | Reduced | 450,458 | 13,842 | 0.0% | 0.0% | 33 | -24,971 | -5.25% | Q4 2025 | Jan 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 436,804 | 13,422 | 0.16% | 0.17% | 34 | +10,575 | 2.48% | Q4 2025 | Jan 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 425,842 | 13,086 | 2.76% | 2.82% | 35 | +9,778 | 2.35% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Added to | 401,607 | 12,341 | 0.23% | 0.24% | 36 | +24,186 | 6.41% | Q4 2025 | Feb 03, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 396,787 | 12,193 | 0.65% | 0.0% | 37 | +396,507 | 141609.64% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 376,430 | 11,567 | 0.64% | 0.6% | 38 | +34,046 | 9.94% | Q4 2025 | Jan 13, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 372,698 | 11,445 | 1.13% | 1.04% | 39 | +53,713 | 16.84% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 337,606 | 10,374 | 0.01% | 0.01% | 40 | +21,242 | 6.71% | Q4 2025 | Feb 17, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 315,678 | 9,700 | 6.51% | 6.84% | 41 | -7,864 | -2.43% | Q4 2025 | Feb 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 307,017 | 9,434 | 1.39% | 1.35% | 42 | +15,612 | 5.36% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 302,821 | 9,305 | 0.34% | 0.45% | 43 | -3,919 | -1.28% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 297,130 | 9,130 | 1.29% | 1.39% | 44 | +11,553 | 4.05% | Q4 2025 | Jan 12, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 291,398 | 8,954 | 1.28% | 1.27% | 45 | -1,382 | -0.47% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 288,071 | 8,852 | 0.02% | 0.07% | 46 | -679,786 | -70.24% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 268,649 | 8,255 | 0.04% | 0.04% | 47 | +11,672 | 4.54% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 248,417 | 7,633 | 0.0% | 0.0% | 48 | -1,057,669 | -80.98% | Q4 2025 | Feb 11, 2026 |
| Legacy Edge Advisors, LLC | History | New | 245,478 | 7,543 | 0.83% | — | 49 | +245,478 | New | Q4 2025 | Feb 02, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 242,397 | 7,448 | 2.75% | 2.97% | 50 | -78,248 | -24.4% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 237,653 | 7,303 | 0.04% | 0.04% | 51 | +3,279 | 1.4% | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 235,448 | 7,235 | 1.4% | 1.5% | 52 | -14,721 | -5.88% | Q4 2025 | Feb 11, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 235,000 | 7,221 | 2.18% | 2.21% | 53 | -7,150 | -2.95% | Q4 2025 | Feb 06, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 228,302 | 7,029 | 4.96% | 5.9% | 54 | -55,940 | -19.68% | Q4 2025 | Jan 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 228,297 | 7,015 | 2.06% | 2.17% | 55 | +2,055 | 0.91% | Q4 2025 | Jan 21, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 218,943 | 6,728 | 0.15% | 0.04% | 56 | -133,620 | -37.9% | Q4 2025 | Feb 20, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 216,607 | 6,656 | 0.1% | 0.08% | 57 | +58,324 | 36.85% | Q4 2025 | Jan 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 208,228 | 6,398 | 0.02% | 0.02% | 58 | +528 | 0.25% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 205,257 | 6,307 | 0.0% | 0.0% | 59 | +11,191 | 5.77% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 204,882 | 6,296 | 0.02% | 0.02% | 60 | +5,484 | 2.75% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 190,597 | 5,857 | 0.02% | 0.02% | 61 | -31,535 | -14.2% | Q4 2025 | Jan 26, 2026 |
| BCS Wealth Management | History | Added to | 190,419 | 5,851 | 0.59% | 0.72% | 62 | +86,841 | 83.84% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | Reduced | 188,038 | 5,778 | 0.05% | 0.05% | 63 | -449 | -0.24% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 186,497 | 5,731 | 0.03% | — | 64 | +186,497 | New | Q4 2025 | Feb 18, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 184,530 | 5,670 | 0.32% | 0.38% | 65 | -30,053 | -14.01% | Q4 2025 | Jan 29, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Added to | 174,463 | 5,361 | 0.38% | 0.34% | 66 | +15,200 | 9.54% | Q4 2025 | Jan 13, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 173,175 | 5,321 | 0.14% | 0.19% | 67 | -48,241 | -21.79% | Q4 2025 | Jan 28, 2026 |
| MATAURO, LLC | History | New | 171,622 | 5,273 | 0.79% | — | 68 | +171,622 | New | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 168,354 | 5,173 | 0.01% | 0.01% | 69 | -34,592 | -17.04% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 163,467 | 5,026 | 0.01% | 0.01% | 70 | +13,047 | 8.67% | Q4 2025 | Jan 08, 2026 |
| Mariner, LLC | History | Added to | 159,232 | 4,893 | 0.01% | 0.0% | 71 | +48,547 | 43.86% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 150,005 | 4,609 | 0.01% | — | 72 | +150,005 | New | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 149,096 | 4,581 | 0.01% | 0.01% | 73 | +1,424 | 0.96% | Q4 2025 | Feb 02, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 144,489 | 4,440 | 0.01% | 0.01% | 74 | -22,477 | -13.46% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 140,209 | 4,308 | 0.2% | 0.01% | 75 | +133,609 | 2024.38% | Q4 2025 | Jan 12, 2026 |
| Atria Investments, Inc | History | Added to | 136,856 | 4,205 | 0.05% | 0.0% | 76 | +123,281 | 908.15% | Q4 2025 | Feb 05, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 134,950 | 4,147 | 0.15% | 0.15% | 77 | +7,153 | 5.6% | Q4 2025 | Jan 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 129,627 | 3,983 | 0.15% | 0.15% | 78 | +113 | 0.09% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 128,814 | 3,958 | 0.0% | 0.0% | 79 | -15,762 | -10.9% | Q4 2025 | Feb 17, 2026 |
| Generation Capital Management LLC | History | Added to | 125,696 | 3,862 | 2.5% | 2.51% | 80 | +13,299 | 11.83% | Q4 2025 | Feb 13, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 125,140 | 3,845 | 1.01% | 1.17% | 81 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aries Wealth Management | History | Added to | 123,171 | 3,785 | 0.84% | 0.84% | 82 | +8,523 | 7.43% | Q4 2025 | Jan 30, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 120,673 | 3,708 | 0.29% | 0.31% | 83 | +2,023 | 1.71% | Q4 2025 | Feb 04, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 117,593 | 3,613 | 0.61% | 0.59% | 84 | +5,990 | 5.37% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Reduced | 111,502 | 3,426 | 0.0% | 0.0% | 85 | -5,140 | -4.41% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 105,006 | 3,226 | 0.05% | 0.03% | 86 | +14,652 | 16.22% | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 104,802 | 3,220 | 0.04% | 0.04% | 87 | +1,833 | 1.78% | Q4 2025 | Jan 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 104,341 | 3,206 | 2.54% | — | 88 | +104,341 | New | Q4 2025 | Feb 11, 2026 |
| Tandem Investment Partners LLC | History | Added to | 102,600 | 3,152 | 2.66% | 2.58% | 89 | +925 | 0.91% | Q4 2025 | Jan 21, 2026 |
| Macco Financial Group, Inc. | History | New | 101,870 | 3,130 | 2.69% | — | 90 | +101,870 | New | Q4 2025 | Feb 24, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 99,034 | 3,043 | 0.74% | 0.06% | 91 | +91,242 | 1170.97% | Q4 2025 | Jan 28, 2026 |
| Hobart Private Capital, LLC | History | Added to | 96,899 | 2,977 | 0.58% | 0.58% | 92 | +7,828 | 8.79% | Q4 2025 | Jan 27, 2026 |
| Gould Capital, LLC | History | Reduced | 96,414 | 2,962 | 1.83% | 1.85% | 93 | -457 | -0.47% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Added to | 93,744 | 2,880 | 0.14% | 0.11% | 94 | +7,944 | 9.26% | Q4 2025 | Jan 27, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 92,244 | 2,834 | 0.82% | 0.81% | 95 | +4,923 | 5.64% | Q4 2025 | Jan 08, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 87,341 | 2,683 | 1.22% | 1.12% | 96 | +11,039 | 14.47% | Q4 2025 | Jan 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 84,698 | 2,602 | 0.02% | 0.02% | 97 | +5,656 | 7.16% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 78,600 | 2,415 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 75,239 | 2,312 | 0.05% | 0.06% | 99 | -22,672 | -23.16% | Q4 2025 | Feb 02, 2026 |
| Carr Financial Group Corp | History | Added to | 75,034 | 2,305 | 0.61% | 0.59% | 100 | +5,170 | 7.4% | Q4 2025 | Jan 09, 2026 |
| Asset One Wealth Management LLC | History | New | 70,399 | 2,165 | 0.3% | — | 101 | +70,399 | New | Q4 2025 | Feb 17, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 65,029 | 1,998 | 1.42% | — | 102 | +65,029 | New | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 63,147 | 1,940 | 0.03% | 0.02% | 103 | +27,901 | 79.16% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | New | 62,832 | 1,930 | 0.01% | — | 104 | +62,832 | New | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 61,680 | 1,895 | 0.01% | 0.01% | 105 | -1,046 | -1.67% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 59,299 | 1,822 | 0.11% | 0.08% | 106 | +11,357 | 23.69% | Q4 2025 | Feb 17, 2026 |
| Fortune Financial Group, Inc. | History | New | 46,781 | 1,817 | 1.79% | — | 107 | +46,781 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 57,271 | 1,759 | 0.08% | 0.07% | 108 | +3,143 | 5.81% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 56,111 | 1,724 | 0.01% | 0.0% | 109 | +42,089 | 300.16% | Q4 2025 | Jan 26, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 49,934 | 1,534 | 0.32% | 0.34% | 110 | +723 | 1.47% | Q4 2025 | Jan 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 47,324 | 1,454 | 0.11% | 0.12% | 111 | -1,075 | -2.22% | Q4 2025 | Jan 20, 2026 |
| McBroom & Associates, LLC | History | Added to | 47,283 | 1,453 | 0.71% | 0.65% | 112 | +2,789 | 6.27% | Q4 2025 | Jan 20, 2026 |
| Crews Bank & Trust | History | Reduced | 45,400 | 1,395 | 0.2% | 0.21% | 113 | -715 | -1.55% | Q4 2025 | Jan 21, 2026 |
| Hudson Portfolio Management LLC | History | Reduced | 43,795 | 1,345 | 1.16% | 1.22% | 114 | -765 | -1.72% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 41,837 | 1,285 | 0.02% | 0.02% | 115 | -1,426 | -3.3% | Q4 2025 | Feb 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 41,100 | 1,263 | 0.05% | 0.05% | 116 | +400 | 0.98% | Q4 2025 | Jan 14, 2026 |
| Portland Financial Advisors Inc | History | Added to | 41,042 | 1,261 | 2.68% | 2.67% | 117 | +408 | 1.0% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,586 | 1,247 | 0.01% | 0.0% | 118 | +9,899 | 32.26% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | Added to | 40,133 | 1,233 | 0.14% | 0.16% | 119 | +88 | 0.22% | Q4 2025 | Jan 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 38,325 | 1,177 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 38,287 | 1,176 | 0.03% | 0.03% | 121 | +4,863 | 14.55% | Q4 2025 | Jan 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 36,941 | 1,135 | 0.07% | — | 122 | +36,941 | New | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 36,860 | 1,132 | 0.04% | 0.03% | 123 | +15,453 | 72.19% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 35,396 | 1,087 | 0.0% | 0.0% | 124 | +2,916 | 8.98% | Q4 2025 | Feb 12, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 35,000 | 1,075 | 0.07% | 0.08% | 125 | -820 | -2.29% | Q4 2025 | Jan 16, 2026 |
| Old Port Advisors | History | Reduced | 34,681 | 1,065 | 0.26% | 0.29% | 126 | -3,050 | -8.08% | Q4 2025 | Jan 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 34,558 | 1,061 | 0.04% | 0.04% | 127 | +2,288 | 7.09% | Q4 2025 | Jan 27, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 34,529 | 1,061 | 0.14% | 0.15% | 128 | -440 | -1.26% | Q4 2025 | Feb 13, 2026 |
| Ceeto Capital Group, LLC | History | Added to | 33,000 | 1,014 | 0.3% | 0.16% | 130 | +15,000 | 83.33% | Q4 2025 | Feb 13, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 33,000 | 1,014 | 0.49% | 0.56% | 131 | -5,300 | -13.84% | Q4 2025 | Feb 02, 2026 |
| Keel Point, LLC | History | No change | 33,000 | 1,014 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 32,975 | 1,013 | 0.01% | 0.0% | 132 | +30,489 | 1226.43% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 32,487 | 998 | 0.03% | 0.02% | 133 | +8,525 | 35.58% | Q4 2025 | Jan 30, 2026 |
| &PARTNERS | History | Added to | 32,413 | 996 | 0.01% | 0.0% | 134 | +22,710 | 234.05% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 31,573 | 970 | 0.01% | 0.01% | 135 | -170 | -0.54% | Q4 2025 | Jan 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 31,300 | 961 | 0.0% | 0.0% | 136 | -38,900 | -55.41% | Q4 2025 | Feb 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 31,150 | 957 | 0.11% | 0.11% | 137 | +2,149 | 7.41% | Q4 2025 | Feb 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 31,095 | 955 | 0.17% | 0.17% | 138 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 28,904 | 888 | 0.04% | 0.05% | 139 | -558 | -1.89% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 28,640 | 880 | 0.12% | 0.08% | 140 | +12,008 | 72.2% | Q4 2025 | Feb 17, 2026 |
| SYKON CAPITAL LLC | History | Added to | 28,542 | 877 | 0.28% | 0.22% | 141 | +7,387 | 34.92% | Q4 2025 | Feb 12, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 28,460 | 874 | 1.11% | — | 142 | +28,460 | New | Q4 2025 | Feb 11, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 28,250 | 868 | 0.21% | 0.21% | 143 | +700 | 2.54% | Q4 2025 | Jan 15, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 28,201 | 866 | 0.23% | 0.27% | 144 | -6,064 | -17.7% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | New | 27,717 | 851 | 0.02% | — | 145 | +27,717 | New | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 27,631 | 849 | 0.0% | 0.0% | 146 | +9,313 | 50.84% | Q4 2025 | Feb 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 26,928 | 827 | 0.01% | 0.01% | 147 | +1,430 | 5.61% | Q4 2025 | Feb 02, 2026 |
| Mount Lucas Management LP | History | Added to | 26,883 | 826 | 0.33% | 0.33% | 148 | +1,104 | 4.28% | Q4 2025 | Feb 05, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 26,854 | 825 | 0.03% | 0.03% | 149 | -1,298 | -4.61% | Q4 2025 | Feb 04, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 26,413 | 811 | 0.18% | 0.16% | 150 | +5,458 | 26.05% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 25,919 | 796 | 0.0% | — | 151 | +25,919 | New | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 25,607 | 786 | 0.06% | 0.07% | 152 | -2,132 | -7.69% | Q4 2025 | Jan 29, 2026 |
| GeoWealth Management, LLC | History | Added to | 25,560 | 785 | 0.03% | — | 153 | +25,559 | 2555900.0% | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 24,681 | 758 | 0.11% | 0.1% | 154 | +4,310 | 21.16% | Q4 2025 | Feb 09, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 24,616 | 756 | 0.18% | 0.2% | 155 | -1,832 | -6.93% | Q4 2025 | Feb 02, 2026 |
| StoneX Group Inc. | History | Added to | 24,386 | 749 | 0.03% | 0.02% | 156 | +7,560 | 44.93% | Q4 2025 | Feb 12, 2026 |
| Eagle Capital Management, LLC | History | No change | 24,278 | 746 | 0.27% | 0.28% | 157 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Triad Wealth Partners, LLC | History | New | 24,233 | 744 | 0.07% | — | 158 | +24,233 | New | Q4 2025 | Jan 22, 2026 |
| GTS SECURITIES LLC | History | New | 23,295 | 715 | 0.02% | — | 159 | +23,295 | New | Q4 2025 | Feb 13, 2026 |
| Centennial Bank/AR/ | History | Reduced | 23,278 | 715 | 0.28% | 0.29% | 160 | -241 | -1.02% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | New | 22,964 | 705 | 0.02% | — | 161 | +22,964 | New | Q4 2025 | Feb 13, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 22,630 | 695 | 0.57% | 0.69% | 162 | -55 | -0.24% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 21,632 | 664 | 0.01% | 0.01% | 163 | +2,806 | 14.9% | Q4 2025 | Feb 06, 2026 |
| TritonPoint Partners, LLC | History | New | 20,700 | 636 | 0.34% | — | 165 | +20,700 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 20,703 | 636 | 0.0% | 0.0% | 164 | -1,900 | -8.41% | Q4 2025 | Mar 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 20,333 | 624 | 0.0% | 0.0% | 166 | +458 | 2.3% | Q4 2025 | Mar 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 20,169 | 619 | 0.04% | 0.12% | 167 | -28,233 | -58.33% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Added to | 19,722 | 606 | 0.0% | 0.0% | 168 | +8,218 | 71.44% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,463 | 598 | 0.0% | 0.01% | 169 | +537 | 2.84% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Added to | 19,081 | 587 | 0.05% | 0.04% | 170 | +5,243 | 37.89% | Q4 2025 | Jan 20, 2026 |
| DAVENPORT & Co LLC | History | New | 18,750 | 576 | 0.0% | — | 171 | +18,750 | New | Q4 2025 | Jan 12, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 18,745 | 576 | 0.14% | 0.15% | 172 | -200 | -1.06% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Added to | 18,716 | 575 | 0.0% | 0.0% | 173 | +63 | 0.34% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 18,695 | 574 | 0.0% | 0.0% | 174 | +5,041 | 36.92% | Q4 2025 | Feb 18, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 17,555 | 539 | 0.12% | — | 175 | +17,555 | New | Q4 2025 | Jan 16, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 17,539 | 538 | 0.01% | 0.01% | 176 | -3,722 | -17.51% | Q4 2025 | Jan 21, 2026 |
| Kovack Advisors, Inc. | History | New | 17,388 | 534 | 0.02% | — | 177 | +17,388 | New | Q4 2025 | Feb 17, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 17,110 | 525 | 0.34% | 0.35% | 178 | +425 | 2.55% | Q4 2025 | Feb 13, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 16,665 | 512 | 0.22% | 0.23% | 179 | -325 | -1.91% | Q4 2025 | Feb 05, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 15,697 | 482 | 0.09% | 0.08% | 180 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 15,645 | 480 | 0.33% | 0.34% | 181 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OPPENHEIMER & CO INC | History | No change | 15,530 | 477 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 15,468 | 476 | 0.12% | 0.12% | 183 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Advisor Resource Council | History | New | 15,303 | 470 | 0.17% | — | 184 | +15,303 | New | Q4 2025 | Feb 10, 2026 |
| Crabel Capital Management, LLC | History | Reduced | 14,517 | 446 | 0.34% | 0.44% | 185 | -1,552 | -9.66% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | New | 14,467 | 444 | 0.01% | — | 186 | +14,467 | New | Q4 2025 | Jan 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 14,295 | 439 | 0.01% | — | 187 | +14,295 | New | Q4 2025 | Feb 19, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 14,283 | 438 | 0.01% | 0.01% | 188 | -4,118 | -22.38% | Q4 2025 | Jan 14, 2026 |
| Worth Asset Management, LLC | History | Added to | 14,159 | 435 | 0.18% | 0.12% | 189 | +5,369 | 61.08% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 13,789 | 423 | 0.01% | 0.02% | 190 | -3,684 | -21.08% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 13,695 | 420 | 0.04% | — | 191 | +13,695 | New | Q4 2025 | Apr 01, 2026 |
| MTM Investment Management, LLC | History | Reduced | 13,616 | 418 | 0.13% | 0.13% | 192 | -88 | -0.64% | Q4 2025 | Feb 09, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 13,367 | 410 | 0.07% | 0.07% | 193 | +487 | 3.78% | Q4 2025 | Feb 11, 2026 |
| Tactive Advisors, LLC | History | Reduced | 13,194 | 405 | 0.12% | 0.12% | 194 | -24 | -0.18% | Q4 2025 | Jan 09, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 13,144 | 403 | 0.05% | 0.04% | 195 | +3,704 | 39.24% | Q4 2025 | Feb 04, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 12,757 | 392 | 0.01% | 0.01% | 196 | -150 | -1.16% | Q4 2025 | Jan 06, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 12,720 | 390 | 0.29% | 0.55% | 197 | -10,364 | -44.9% | Q4 2025 | Jan 23, 2026 |
| Mosley Wealth Management | History | New | 12,631 | 388 | 0.18% | — | 198 | +12,631 | New | Q4 2025 | Feb 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 12,528 | 384 | 0.0% | 0.0% | 199 | -3,235 | -20.52% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,516 | 384 | 0.02% | 0.02% | 200 | +1,642 | 15.1% | Q4 2025 | Feb 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 12,447 | 382 | 0.09% | 0.09% | 201 | +14 | 0.11% | Q4 2025 | Jan 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,317 | 378 | 0.0% | 0.0% | 202 | +2,171 | 21.4% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 12,145 | 373 | 0.01% | 0.01% | 203 | +1,838 | 17.83% | Q4 2025 | Feb 09, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 12,070 | 370 | 0.14% | 0.14% | 204 | +249 | 2.11% | Q4 2025 | Jan 23, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 11,967 | 367 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CAP Partners, LLC | History | Added to | 11,477 | 352 | 0.2% | 0.2% | 206 | +206 | 1.83% | Q4 2025 | Feb 04, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 11,421 | 350 | 0.01% | 0.02% | 207 | -2,870 | -20.08% | Q4 2025 | Jan 29, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 11,355 | 348 | 0.02% | 0.02% | 208 | -3,118 | -21.54% | Q4 2025 | Feb 17, 2026 |
| RMR Wealth Builders | History | Reduced | 11,273 | 346 | 0.03% | 0.03% | 209 | -818 | -6.77% | Q4 2025 | Jan 29, 2026 |
| IFG Advisory, LLC | History | No change | 11,238 | 345 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 10Elms LLP | History | No change | 11,130 | 342 | 0.31% | 0.31% | 211 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | Reduced | 10,967 | 337 | 0.02% | 0.02% | 212 | -427 | -3.75% | Q4 2025 | Feb 11, 2026 |
| Valpey Financial Services, LLC | History | Added to | 10,854 | 333 | 0.21% | 0.2% | 214 | +742 | 7.34% | Q4 2025 | Mar 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 10,853 | 333 | 0.01% | 0.01% | 213 | +58 | 0.54% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 10,699 | 328 | 0.0% | 0.0% | 215 | -907 | -7.81% | Q4 2025 | Feb 06, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 10,482 | 322 | 0.09% | 0.09% | 216 | -179 | -1.68% | Q4 2025 | Feb 11, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 10,436 | 320 | 0.11% | 0.08% | 217 | +2,625 | 33.61% | Q4 2025 | Feb 17, 2026 |
| Vantage Investment Partners, LLC | History | No change | 10,365 | 318 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CacheTech Inc. | History | New | 10,196 | 313 | 0.06% | — | 219 | +10,196 | New | Q4 2025 | Feb 18, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 10,119 | 310 | 0.13% | 0.11% | 220 | -2,617 | -20.55% | Q4 2025 | Feb 11, 2026 |
| Opulen Financial Group LLC | History | Added to | 10,097 | 310 | 0.23% | 0.23% | 221 | +146 | 1.47% | Q4 2025 | Feb 10, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 10,000 | 307 | 0.03% | 0.03% | 223 | -20,000 | -66.67% | Q4 2025 | Jan 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 10,000 | 307 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Auour Investments LLC | History | Reduced | 9,853 | 302 | 0.1% | 0.19% | 224 | -9,523 | -49.15% | Q4 2025 | Jan 12, 2026 |
| Composition Wealth, LLC | History | Added to | 9,709 | 298 | 0.0% | 0.0% | 225 | +915 | 10.4% | Q4 2025 | Feb 02, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 9,646 | 296 | 0.01% | 0.01% | 226 | -4,903 | -33.7% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | No change | 9,509 | 292 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | No change | 9,509 | 292 | 0.01% | 0.02% | 228 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Trevian Wealth Management LLC | History | New | 9,422 | 289 | 0.14% | — | 229 | +9,422 | New | Q4 2025 | Feb 05, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 9,398 | 288 | 0.03% | 0.03% | 230 | -502 | -5.07% | Q4 2025 | Jan 20, 2026 |
| LANE BROTHERS & CO INC | History | New | 9,060 | 278 | 0.2% | — | 231 | +9,060 | New | Q4 2025 | Mar 13, 2026 |
| MBL Wealth, LLC | History | New | 8,747 | 268 | 0.02% | — | 233 | +8,747 | New | Q4 2025 | Jan 21, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | New | 8,737 | 268 | 0.01% | — | 232 | +8,737 | New | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 8,608 | 264 | 0.02% | 0.03% | 234 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NORTHERN TRUST CORP | History | No change | 8,522 | 261 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Raleigh Capital Management Inc. | History | New | 8,279 | 254 | 0.09% | — | 236 | +8,279 | New | Q4 2025 | Jan 21, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 8,242 | 253 | 0.14% | 0.15% | 237 | -124 | -1.48% | Q4 2025 | Jan 14, 2026 |
| Riverbend Wealth Management, LLC | History | New | 8,187 | 251 | 0.16% | — | 238 | +8,187 | New | Q4 2025 | Jan 29, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 8,001 | 245 | 0.1% | — | 239 | +8,001 | New | Q4 2025 | Feb 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 7,715 | 237 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PFG Investments, LLC | History | Added to | 7,627 | 234 | 0.01% | 0.01% | 241 | +156 | 2.09% | Q4 2025 | Jan 26, 2026 |
| Hickory Point Bank & Trust | History | No change | 7,500 | 230 | 0.17% | 0.17% | 242 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 7,430 | 228 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 7,394 | 227 | 0.01% | — | 244 | +7,394 | New | Q4 2025 | Feb 13, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 7,365 | 226 | 0.05% | 0.06% | 245 | -1,885 | -20.38% | Q4 2025 | Feb 05, 2026 |
| Trilogy Capital Inc. | History | Reduced | 7,347 | 225 | 0.01% | 0.02% | 246 | -7,500 | -50.52% | Q4 2025 | Jan 22, 2026 |
| Strategic Blueprint, LLC | History | No change | 7,243 | 222 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Curtis Advisory Group, LLC | History | New | 7,075 | 217 | 0.05% | — | 248 | +7,075 | New | Q4 2025 | Jan 23, 2026 |
| My Personal CFO, LLC | History | New | 7,000 | 215 | 0.09% | — | 249 | +7,000 | New | Q4 2025 | Jan 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | New | 6,994 | 214 | 0.08% | — | 250 | +6,994 | New | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 6,839 | 210 | 0.01% | 0.01% | 251 | +935 | 15.84% | Q4 2025 | Jan 21, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 6,795 | 208 | 0.06% | 0.09% | 252 | -518 | -7.08% | Q4 2025 | Jan 08, 2026 |
| Traub Capital Management LLC | History | No change | 6,739 | 207 | 0.2% | 0.2% | 253 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Advisor OS, LLC | History | New | 6,684 | 205 | 0.02% | — | 254 | +6,684 | New | Q4 2025 | Feb 04, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | New | 6,627 | 203 | 0.03% | — | 255 | +6,627 | New | Q4 2025 | Jan 23, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 6,599 | 202 | 0.14% | 0.13% | 256 | -876 | -11.72% | Q4 2025 | Jan 20, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 6,573 | 201 | 0.01% | 0.01% | 257 | -2,448 | -27.14% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,558 | 201 | 0.0% | 0.0% | 258 | +28 | 0.43% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 6,512 | 200 | 0.0% | — | 259 | +6,512 | New | Q4 2025 | Jan 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,036 | 185 | 0.0% | 0.0% | 260 | +115 | 1.94% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,944 | 182 | 0.02% | 0.02% | 261 | +56 | 0.95% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,774 | 146 | 0.0% | 0.0% | 262 | -941 | -16.47% | Q4 2025 | Feb 09, 2026 |
| Hyposwiss Advisors SA | History | New | 4,630 | 142 | 0.14% | — | 263 | +4,630 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 4,600 | 141 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 3,940 | 121 | 0.01% | 0.01% | 265 | +58 | 1.49% | Q4 2025 | Jan 14, 2026 |
| AlphaCentric Advisors LLC | History | New | 3,816 | 117 | 0.12% | — | 267 | +3,816 | New | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | No change | 3,825 | 117 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 56,688 | 103 | 0.0% | 0.03% | 268 | +3,608 | 6.8% | Q4 2025 | Feb 11, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 3,258 | 100 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Laurel Wealth Advisors LLC | History | New | 3,246 | 99 | 0.01% | — | 270 | +3,246 | New | Q4 2025 | Jan 30, 2026 |
| Caldwell Trust Co | History | No change | 3,060 | 94 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,000 | 92 | 0.0% | 0.0% | 272 | -1,126 | -27.29% | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,611 | 80 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,189 | 67 | 0.0% | 0.0% | 274 | -13,096 | -85.68% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 2,210 | 67 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,074 | 63 | 0.05% | 0.06% | 276 | +32 | 1.57% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,020 | 62 | 0.0% | 0.0% | 277 | +179 | 9.72% | Q4 2025 | Feb 11, 2026 |
| Coastline Trust Co | History | No change | 1,990 | 61 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Signature Equity Partners, LLC | History | New | 1,936 | 59 | 0.03% | — | 280 | +1,936 | New | Q4 2025 | Feb 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 1,946 | 59 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 1,664 | 51 | 0.02% | 0.01% | 281 | +680 | 69.11% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,600 | 49 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,624 | 49 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBT BANK N A /NY | History | No change | 1,455 | 44 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Reduced | 1,429 | 43 | 0.0% | 0.0% | 285 | -55,039 | -97.47% | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,390 | 42 | 0.0% | 0.0% | 286 | +21 | 1.53% | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,349 | 41 | 0.04% | — | 287 | +1,337 | 11141.67% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | No change | 1,300 | 40 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | No change | 1,281 | 39 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,277 | 39 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,235 | 37 | 0.0% | 0.0% | 291 | -390 | -24.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,168 | 35 | 0.0% | — | 292 | +1,168 | New | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,135 | 34 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SHP Wealth Management | History | New | 1,100 | 33 | 0.0% | — | 294 | +1,100 | New | Q4 2025 | Mar 04, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,000 | 30 | 0.0% | 0.0% | 295 | +812 | 431.91% | Q4 2025 | Feb 02, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 854 | 26 | 0.02% | 0.02% | 296 | +6 | 0.71% | Q4 2025 | Feb 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 805 | 24 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Clearstead Trust, LLC | History | No change | 811 | 24 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 722 | 22 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| High Note Wealth, LLC | History | No change | 696 | 21 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WealthCollab, LLC | History | New | 660 | 20 | 0.01% | — | 301 | +660 | New | Q4 2025 | Jan 27, 2026 |
| Kingdom Financial Group LLC. | History | New | 627 | 19 | 0.01% | — | 303 | +627 | New | Q4 2025 | Feb 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 633 | 19 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | New | 587 | 18 | 0.0% | — | 305 | +587 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 613 | 18 | 0.0% | 0.0% | 304 | -427 | -41.06% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 557 | 17 | 0.0% | — | 308 | +557 | New | Q4 2025 | Feb 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 561 | 17 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TCTC Holdings, LLC | History | No change | 580 | 17 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 494 | 15 | 0.0% | 0.0% | 309 | -9 | -1.79% | Q4 2025 | Feb 03, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 500 | 15 | 0.0% | 0.01% | 310 | +8 | 1.63% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 463 | 14 | 0.0% | — | 311 | +463 | New | Q4 2025 | Jan 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 487 | 14 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kilter Group LLC | History | New | 417 | 12 | 0.01% | — | 313 | +417 | New | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 371 | 11 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | No change | 378 | 11 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Bank of New Hampshire | History | New | 350 | 10 | 0.0% | — | 317 | +350 | New | Q4 2025 | Mar 16, 2026 |
| Realta Investment Advisors | History | Reduced | 344 | 10 | 0.0% | 0.01% | 316 | -278 | -44.69% | Q4 2025 | Jan 20, 2026 |
| Pacifica Partners Inc. | History | No change | 317 | 9 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Spire Wealth Management | History | No change | 311 | 9 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | No change | 275 | 8 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 292 | 8 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 285 | 8 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 208 | 6 | 0.0% | 0.01% | 323 | -312 | -60.0% | Q4 2025 | Jan 26, 2026 |
| Westfuller Advisors, LLC | History | Added to | 210 | 6 | 0.0% | 0.0% | 324 | +3 | 1.45% | Q4 2025 | Jan 21, 2026 |
| Elevated Capital Advisors, LLC | History | New | 183 | 5 | 0.0% | — | 325 | +183 | New | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 141 | 4 | 0.0% | — | 326 | +109 | 340.63% | Q4 2025 | Feb 11, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 130 | 3 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 66 | 2 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Networth Advisors, LLC | History | New | 55 | 1 | 0.0% | — | 332 | +55 | New | Q4 2025 | Jan 22, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 43 | 1 | 0.0% | — | 330 | +43 | New | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 53 | 1 | 0.0% | 0.0% | 329 | -1 | -1.85% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,171,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -835,100 | -100.0% | Q3 2025 | Oct 20, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -271,083 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -112,253 | -100.0% | Q3 2025 | Oct 20, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.96% | — | -100,539 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Warner Group LLC | History | Closed out | 0 | 0 | — | 1.62% | — | -76,248 | -100.0% | Q3 2025 | Nov 07, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -62,930 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -51,706 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,834 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Range Financial Group LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -33,337 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,700 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -20,371 | -100.0% | Q3 2025 | Nov 12, 2025 |
| 21 West Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -18,769 | -100.0% | Q3 2025 | Oct 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,478 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,673 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -11,065 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Closed out | 0 | 0 | — | 0.02% | — | -10,373 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,970 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Revisor Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,022 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,081 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,769 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,507 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,509 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,200 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,446 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.01% | — | -823 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -768 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -712 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -711 | -100.0% | Q3 2025 | Oct 28, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Roble, Belko & Company, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Oct 24, 2025 |
| New England Capital Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Heritage Wealth Advisors | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cape Investment Advisory, Inc. | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| New Millennium Group LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Values First Advisors, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Advocates LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |