FS Credit Opportunities Corp. - FSCO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,988,246 | 44,025 | 0.06% | 0.07% | 1 | -1,371,111 | -16.4% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,241,218 | 26,720 | 0.07% | 0.09% | 2 | -335,316 | -7.33% | Q4 2025 | Feb 05, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 3,247,090 | 20,457 | 25.09% | 0.43% | 3 | +210,736 | 6.94% | Q4 2025 | Feb 25, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,908,952 | 18,326 | 0.02% | 0.03% | 4 | -1,266,962 | -30.34% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 2,546,344 | 16,041 | 0.0% | 0.01% | 5 | -66,565 | -2.55% | Q4 2025 | Feb 11, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 2,072,555 | 13,057 | 8.63% | 9.96% | 6 | -97,454 | -4.49% | Q4 2025 | Jan 27, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 1,899,781 | 11,968 | 4.05% | 2.28% | 7 | +936,272 | 97.17% | Q4 2025 | Feb 13, 2026 |
| Blackstone Inc. | History | No change | 1,662,945 | 10,476 | 0.04% | 0.05% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,647,077 | 10,376 | 0.0% | 0.0% | 9 | +569,982 | 52.92% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,307,424 | 8,236 | 0.0% | 0.0% | 10 | +299,759 | 29.75% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,295,650 | 8,162 | 0.01% | 0.02% | 11 | +60,398 | 4.89% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,184,897 | 7,464 | 0.01% | 0.01% | 12 | -39,666 | -3.24% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 1,067,180 | 6,723 | 0.1% | 0.12% | 13 | -31,281 | -2.85% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,007,989 | 6,350 | 0.0% | 0.0% | 14 | +344,290 | 51.87% | Q4 2025 | Feb 18, 2026 |
| Matisse Capital | History | New | 897,918 | 5,656 | 2.52% | — | 15 | +897,918 | New | Q4 2025 | Jan 29, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 850,410 | 5,357 | 0.93% | 1.06% | 16 | +3,660 | 0.43% | Q4 2025 | Feb 02, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 757,235 | 4,770 | 0.08% | 0.08% | 17 | +83,831 | 12.45% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 555,106 | 3,497 | 0.0% | 0.0% | 18 | +386,387 | 229.01% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 533,004 | 3,357 | 0.0% | 0.0% | 19 | +392,870 | 280.35% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 516,757 | 3,255 | 0.02% | 0.0% | 20 | +500,625 | 3103.3% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 472,685 | 2,977 | 0.0% | 0.0% | 21 | -8,406 | -1.75% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 456,284 | 2,874 | 0.01% | 0.02% | 22 | -63,096 | -12.15% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 455,593 | 2,870 | 0.0% | 0.0% | 23 | +85,888 | 23.23% | Q4 2025 | Feb 19, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 425,950 | 2,683 | 0.03% | 0.04% | 24 | -68,363 | -13.83% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 423,953 | 2,670 | 0.05% | 0.07% | 25 | -16,210 | -3.68% | Q4 2025 | Feb 09, 2026 |
| Marex Group plc | History | Added to | 401,498 | 2,529 | 0.02% | 0.01% | 26 | +238,414 | 146.19% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | Added to | 399,230 | 2,515 | 1.26% | 0.55% | 27 | +249,041 | 165.82% | Q4 2025 | Jan 05, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 394,266 | 2,483 | 0.53% | 0.73% | 28 | -60,449 | -13.29% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Reduced | 385,692 | 2,429 | 0.0% | 0.0% | 29 | -11,631 | -2.93% | Q4 2025 | Feb 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 358,852 | 2,260 | 0.27% | 0.31% | 30 | +7,879 | 2.24% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 339,767 | 2,140 | 0.11% | 0.12% | 31 | +32,085 | 10.43% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 334,302 | 2,106 | 0.02% | 0.03% | 32 | -31,331 | -8.57% | Q4 2025 | Jan 20, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | New | 313,946 | 1,995 | 0.23% | — | 33 | +313,946 | New | Q4 2025 | Jan 28, 2026 |
| Fund Advisors of America Inc/FL | History | New | 312,684 | 1,969 | 1.81% | — | 34 | +312,684 | New | Q4 2025 | Mar 13, 2026 |
| Castleview Partners, LLC | History | Added to | 293,178 | 1,847 | 0.92% | 0.41% | 35 | +182,496 | 164.88% | Q4 2025 | Jan 12, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 289,753 | 1,825 | 1.23% | 1.32% | 36 | +1,965 | 0.68% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Added to | 280,986 | 1,770 | 0.0% | 0.01% | 37 | +25,434 | 9.95% | Q4 2025 | Jan 26, 2026 |
| Bank of New York Mellon Corp | History | Added to | 280,848 | 1,769 | 0.0% | 0.0% | 38 | +50,280 | 21.81% | Q4 2025 | Feb 10, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 274,422 | 1,728 | 1.02% | — | 39 | +274,422 | New | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 268,253 | 1,689 | 0.03% | 0.03% | 40 | +5,410 | 2.06% | Q4 2025 | Jan 22, 2026 |
| Kovack Advisors, Inc. | History | Added to | 220,650 | 1,390 | 0.06% | 0.1% | 41 | +63,980 | 40.84% | Q4 2025 | Feb 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | New | 210,844 | 1,328 | 0.02% | — | 42 | +210,844 | New | Q4 2025 | Jan 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 205,369 | 1,318 | 0.0% | 0.0% | 43 | -15,878 | -7.18% | Q4 2025 | Jan 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 202,130 | 1,273 | 0.06% | 0.09% | 44 | -79,338 | -28.19% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 197,322 | 1,243 | 0.03% | — | 45 | +197,322 | New | Q4 2025 | Feb 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 183,779 | 1,157 | 0.15% | 0.01% | 46 | +169,022 | 1145.37% | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 183,301 | 1,154 | 0.01% | 0.01% | 47 | +3,412 | 1.9% | Q4 2025 | Jan 26, 2026 |
| Modern Wealth Management, LLC | History | Added to | 181,609 | 1,144 | 0.02% | 0.02% | 48 | +13,381 | 7.95% | Q4 2025 | Feb 17, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 180,485 | 1,137 | 0.17% | — | 49 | +180,485 | New | Q4 2025 | Feb 13, 2026 |
| Miller Global Investments, LLC | History | New | 177,586 | 1,118 | 1.01% | — | 50 | +177,586 | New | Q4 2025 | Jan 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 177,202 | 1,116 | 0.01% | 0.01% | 51 | -70,227 | -28.38% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 171,367 | 1,080 | 0.0% | — | 52 | +171,367 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 164,427 | 1,035 | 0.0% | 0.0% | 53 | +24,165 | 17.23% | Q4 2025 | Jan 29, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 158,129 | 996 | 0.23% | 0.26% | 54 | +765 | 0.49% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 147,452 | 928 | 0.06% | 0.07% | 55 | +4,828 | 3.39% | Q4 2025 | Feb 06, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 145,518 | 916 | 0.09% | 0.1% | 56 | -1,253 | -0.85% | Q4 2025 | Jan 26, 2026 |
| Concorde Asset Management, LLC | History | Added to | 145,153 | 914 | 0.37% | 0.4% | 57 | +3,515 | 2.48% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 140,967 | 888 | 0.02% | 0.02% | 58 | +15,119 | 12.01% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 139,529 | 879 | 0.0% | 0.0% | 59 | +15,225 | 12.25% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | New | 131,965 | 831 | 0.05% | — | 60 | +131,965 | New | Q4 2025 | Jan 28, 2026 |
| Allen Capital Group, LLC | History | Reduced | 127,630 | 804 | 0.07% | 0.08% | 61 | -1,658 | -1.28% | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Added to | 127,864 | 801 | 0.01% | 0.01% | 62 | +53,413 | 71.74% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 125,947 | 793 | 0.0% | 0.0% | 63 | +31,819 | 33.8% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | New | 125,281 | 789 | 0.12% | — | 64 | +125,281 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 124,923 | 787 | 0.01% | 0.01% | 65 | +41,640 | 50.0% | Q4 2025 | Feb 02, 2026 |
| Inscription Capital, LLC | History | Reduced | 123,912 | 780 | 0.08% | 0.09% | 66 | -3,094 | -2.44% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 122,855 | 773 | 0.02% | 0.1% | 67 | -442,071 | -78.25% | Q4 2025 | Jan 28, 2026 |
| RFG Advisory, LLC | History | Reduced | 122,655 | 772 | 0.01% | 0.02% | 68 | -1,070 | -0.86% | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 120,427 | 758 | 0.02% | 0.02% | 69 | -25,591 | -17.53% | Q4 2025 | Feb 11, 2026 |
| Kathmere Capital Management, LLC | History | No change | 120,087 | 756 | 0.05% | 0.06% | 70 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 109,838 | 691 | 0.01% | 0.02% | 71 | -12,964 | -10.56% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 107,510 | 677 | 0.05% | 0.07% | 73 | -12,060 | -10.09% | Q4 2025 | Jan 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 107,617 | 677 | 0.01% | 0.02% | 72 | +313 | 0.29% | Q4 2025 | Jan 14, 2026 |
| Strong Retirement Solutions LLC | History | New | 105,245 | 663 | 0.45% | — | 74 | +105,245 | New | Q4 2025 | Feb 18, 2026 |
| Bramshill Investments, LLC | History | Added to | 102,456 | 645 | 0.04% | 0.05% | 75 | +924 | 0.91% | Q4 2025 | Feb 17, 2026 |
| Investmark Advisory Group LLC | History | Added to | 97,779 | 616 | 0.26% | 0.29% | 76 | +328 | 0.34% | Q4 2025 | Jan 28, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 95,585 | 602 | 0.04% | 0.05% | 77 | -12,128 | -11.26% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 94,888 | 597 | 0.0% | 0.0% | 78 | +1,363 | 1.46% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Reduced | 93,879 | 591 | 0.03% | 0.05% | 79 | -42,892 | -31.36% | Q4 2025 | Jan 26, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 93,096 | 586 | 0.16% | 0.18% | 80 | +3,545 | 3.96% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Reduced | 89,768 | 565 | 0.03% | 0.05% | 81 | -48,385 | -35.02% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 87,983 | 554 | 0.0% | 0.0% | 82 | -51 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 81,840 | 515 | 0.01% | 0.01% | 83 | -49,756 | -37.81% | Q4 2025 | Feb 13, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 79,652 | 501 | 0.22% | 0.32% | 84 | -20,990 | -20.86% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Added to | 78,674 | 495 | 0.01% | 0.0% | 85 | +42,436 | 117.1% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 78,279 | 493 | 0.0% | 0.0% | 86 | -1,807 | -2.26% | Q4 2025 | Feb 18, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 76,423 | 481 | 0.03% | 0.03% | 87 | +4,730 | 6.6% | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 74,940 | 472 | 0.07% | 0.08% | 88 | +1,581 | 2.16% | Q4 2025 | Jan 08, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 74,395 | 468 | 0.09% | 0.12% | 89 | -13,309 | -15.17% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 73,164 | 460 | 0.01% | 0.02% | 90 | +18,782 | 34.54% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 72,137 | 454 | 0.01% | 0.01% | 91 | -14,354 | -16.6% | Q4 2025 | Jan 29, 2026 |
| COFG Advisors, LLC | History | New | 68,499 | 431 | 0.11% | — | 92 | +68,499 | New | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 61,319 | 425 | 0.0% | 0.0% | 93 | +7,924 | 14.84% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 67,473 | 425 | 0.0% | 0.0% | 94 | -6,096 | -8.29% | Q4 2025 | Feb 03, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 67,369 | 424 | 0.07% | 0.08% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 67,273 | 423 | 0.02% | 0.02% | 97 | -14,772 | -18.0% | Q4 2025 | Jan 30, 2026 |
| IFG Advisory, LLC | History | Reduced | 67,160 | 423 | 0.02% | 0.02% | 96 | -5,500 | -7.57% | Q4 2025 | Feb 10, 2026 |
| Rothschild Wealth LLC | History | Reduced | 66,749 | 420 | 0.04% | 0.12% | 98 | -12,085 | -15.33% | Q4 2025 | Feb 17, 2026 |
| Apeiron RIA LLC | History | Reduced | 69,726 | 417 | 0.08% | 0.1% | 99 | -1,499 | -2.1% | Q4 2025 | Feb 03, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 65,720 | 414 | 0.22% | 0.23% | 100 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Impact Partnership Wealth, LLC | History | New | 62,933 | 396 | 0.05% | — | 101 | +62,933 | New | Q4 2025 | Feb 10, 2026 |
| Centerpoint Advisory Group | History | Added to | 62,079 | 391 | 0.3% | 0.32% | 102 | +2,198 | 3.67% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | Reduced | 61,396 | 386 | 0.01% | 0.01% | 103 | -386 | -0.62% | Q4 2025 | Feb 09, 2026 |
| Steele Capital Management, Inc. | History | No change | 60,000 | 378 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 59,327 | 373 | 0.0% | — | 105 | +59,327 | New | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 56,759 | 357 | 0.04% | 0.04% | 106 | -560 | -0.98% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 55,907 | 352 | 0.01% | 0.01% | 107 | +8,177 | 17.13% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 55,854 | 351 | 0.0% | 0.0% | 108 | +10,785 | 23.93% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Reduced | 55,217 | 347 | 0.02% | 0.02% | 109 | -121 | -0.22% | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 52,039 | 327 | 0.02% | 0.02% | 110 | -3,660 | -6.57% | Q4 2025 | Jan 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 51,795 | 326 | 0.0% | 0.03% | 111 | -537,451 | -91.21% | Q4 2025 | Feb 12, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 50,840 | 320 | 0.07% | 0.08% | 112 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 50,704 | 319 | 0.1% | 0.12% | 113 | -1,205 | -2.32% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 50,234 | 316 | 0.0% | 0.0% | 114 | -356 | -0.7% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Retirement, LLC | History | No change | 49,937 | 314 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 47,088 | 296 | 0.01% | 0.01% | 116 | -9,121 | -16.23% | Q4 2025 | Feb 09, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 45,650 | 287 | 0.09% | 0.1% | 117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 42,939 | 271 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 43,004 | 270 | 0.0% | 0.0% | 119 | -11,311 | -20.82% | Q4 2025 | Feb 06, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 42,759 | 269 | 0.16% | 0.28% | 120 | -23,339 | -35.31% | Q4 2025 | Jan 16, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 42,666 | 268 | 0.07% | 0.08% | 121 | -1,852 | -4.16% | Q4 2025 | Feb 03, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | New | 40,300 | 253 | 0.1% | — | 122 | +40,300 | New | Q4 2025 | Feb 13, 2026 |
| Annex Advisory Services, LLC | History | New | 38,724 | 243 | 0.0% | — | 123 | +38,724 | New | Q4 2025 | Jan 26, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 38,217 | 240 | 0.03% | 0.03% | 124 | +2,764 | 7.8% | Q4 2025 | Feb 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 37,956 | 239 | 0.08% | 0.08% | 125 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Foundry Financial Group, Inc. | History | No change | 38,062 | 239 | 0.12% | 0.14% | 126 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NOMURA HOLDINGS INC | History | New | 37,660 | 237 | 0.0% | — | 127 | +37,660 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | No change | 37,657 | 237 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dean, Jacobson Financial Services, LLC | History | No change | 37,501 | 236 | 0.15% | 0.19% | 129 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WealthPLAN Partners, LLC | History | No change | 36,032 | 227 | 0.03% | 0.04% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 34,921 | 220 | 0.0% | 0.01% | 131 | -47,754 | -57.76% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | No change | 34,841 | 219 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 34,356 | 216 | 0.06% | 0.07% | 133 | +99 | 0.29% | Q4 2025 | Feb 11, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 34,179 | 215 | 0.01% | 0.01% | 134 | -6,390 | -15.75% | Q4 2025 | Feb 10, 2026 |
| BOS Asset Management, LLC | History | No change | 33,537 | 211 | 0.06% | 0.07% | 135 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Strategic Advocates LLC | History | No change | 33,117 | 206 | 0.05% | 0.06% | 136 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 31,972 | 201 | 0.09% | 0.1% | 137 | -454 | -1.4% | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 31,873 | 200 | 0.0% | 0.01% | 138 | -109,136 | -77.4% | Q4 2025 | Jan 29, 2026 |
| World Investment Advisors | History | Added to | 31,703 | 199 | 0.0% | 0.0% | 139 | +13,180 | 71.15% | Q4 2025 | Mar 12, 2026 |
| Dunhill Financial, LLC | History | No change | 30,288 | 190 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 29,954 | 188 | 0.0% | 0.0% | 141 | -17,398 | -36.74% | Q4 2025 | Feb 10, 2026 |
| Clark Asset Management, LLC | History | No change | 29,974 | 188 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 29,546 | 186 | 0.01% | 0.01% | 143 | +610 | 2.11% | Q4 2025 | Feb 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 28,800 | 181 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 28,578 | 180 | 0.01% | 0.01% | 146 | +896 | 3.24% | Q4 2025 | Jan 07, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 28,710 | 180 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 27,870 | 175 | 0.0% | 0.0% | 147 | +22,348 | 404.71% | Q4 2025 | Feb 18, 2026 |
| Capital CS Group, LLC | History | Added to | 27,625 | 174 | 0.27% | 0.29% | 148 | +860 | 3.21% | Q4 2025 | Jan 09, 2026 |
| North Ground Capital | History | New | 27,334 | 172 | 0.09% | — | 149 | +27,334 | New | Q4 2025 | Feb 12, 2026 |
| EJMK Ventures LLC | History | New | 27,153 | 171 | 0.11% | — | 150 | +27,153 | New | Q4 2025 | Mar 03, 2026 |
| Intrua Financial, LLC | History | No change | 27,130 | 170 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Assets Advisory, LLC | History | No change | 26,650 | 167 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 26,363 | 166 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 25,941 | 163 | 0.0% | 0.0% | 154 | -1,352 | -4.95% | Q4 2025 | Jan 26, 2026 |
| Stewardship Advisors, LLC | History | Added to | 25,906 | 163 | 0.04% | 0.04% | 155 | +220 | 0.86% | Q4 2025 | Jan 15, 2026 |
| Balefire, LLC | History | New | 25,480 | 160 | 0.03% | — | 157 | +25,480 | New | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 25,436 | 160 | 0.0% | 0.0% | 156 | +518 | 2.08% | Q4 2025 | Feb 18, 2026 |
| MFA Wealth Services | History | Added to | 25,510 | 160 | 0.11% | 0.12% | 158 | +299 | 1.19% | Q4 2025 | Jan 15, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 23,668 | 151 | 0.01% | 0.01% | 159 | -6,870 | -22.5% | Q4 2025 | Jan 09, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 23,963 | 150 | 0.08% | 0.1% | 160 | -2,179 | -8.34% | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 23,668 | 149 | 0.0% | 0.0% | 161 | -6,870 | -22.5% | Q4 2025 | Feb 19, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 23,576 | 148 | 0.02% | — | 162 | +23,576 | New | Q4 2025 | Feb 17, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 23,543 | 148 | 0.04% | 0.06% | 163 | -3,177 | -11.89% | Q4 2025 | Jan 15, 2026 |
| Brookstone Capital Management | History | Reduced | 23,060 | 145 | 0.0% | 0.0% | 164 | -2,798 | -10.82% | Q4 2025 | Jan 15, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 23,060 | 145 | 0.15% | 0.14% | 165 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 21,663 | 136 | 0.05% | 0.06% | 166 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cannon Advisors, Inc. | History | Added to | 21,061 | 135 | 0.1% | 0.09% | 167 | +655 | 3.21% | Q4 2025 | Jan 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 21,423 | 134 | 0.0% | 0.01% | 170 | -28,610 | -57.18% | Q4 2025 | Feb 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 21,297 | 134 | 0.05% | 0.06% | 169 | -3,995 | -15.8% | Q4 2025 | Feb 13, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 21,343 | 134 | 0.03% | 0.04% | 168 | -2,503 | -10.5% | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | Reduced | 21,184 | 133 | 0.01% | 0.01% | 171 | -1,174 | -5.25% | Q4 2025 | Feb 05, 2026 |
| VANCE WEALTH, LLC | History | No change | 21,195 | 133 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 20,964 | 132 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 20,687 | 130 | 0.0% | 0.0% | 174 | +5,000 | 31.87% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 20,082 | 126 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BankPlus Wealth Management LLC | History | No change | 20,000 | 126 | 0.07% | 0.08% | 176 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 19,875 | 125 | 0.0% | 0.01% | 177 | -13,576 | -40.58% | Q4 2025 | Feb 09, 2026 |
| ASL Financial, LLC | History | New | 19,365 | 122 | 0.1% | — | 178 | +19,365 | New | Q4 2025 | Jan 20, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 19,149 | 120 | 0.01% | 0.02% | 179 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 19,029 | 119 | 0.04% | 0.05% | 180 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | No change | 18,771 | 118 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Andina Capital Management, LLC | History | Added to | 18,650 | 117 | 0.07% | 0.07% | 182 | +251 | 1.36% | Q4 2025 | Feb 12, 2026 |
| OxenFree Capital LLC | History | No change | 18,710 | 117 | 0.06% | 0.07% | 183 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 18,555 | 116 | 0.0% | 0.0% | 184 | -9,176 | -33.09% | Q4 2025 | Jan 16, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 18,083 | 113 | 0.01% | — | 187 | +18,083 | New | Q4 2025 | Feb 17, 2026 |
| Cadence Wealth Management LLC | History | Added to | 18,093 | 113 | 0.05% | 0.06% | 186 | +563 | 3.21% | Q4 2025 | Feb 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 18,069 | 113 | 0.01% | 0.01% | 185 | +209 | 1.17% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 17,470 | 110 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 17,220 | 108 | 0.02% | 0.04% | 189 | -25,001 | -59.21% | Q4 2025 | Feb 03, 2026 |
| Financially in Tune, LLC | History | New | 17,285 | 108 | 0.1% | — | 191 | +17,285 | New | Q4 2025 | Feb 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 17,146 | 108 | 0.0% | 0.0% | 190 | +160 | 0.94% | Q4 2025 | Feb 03, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 16,988 | 107 | 0.01% | 0.01% | 192 | -4,758 | -21.88% | Q4 2025 | Feb 03, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 16,626 | 106 | 0.05% | 0.06% | 193 | +517 | 3.21% | Q4 2025 | Jan 27, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 16,284 | 102 | 0.06% | 0.08% | 195 | -4,078 | -20.03% | Q4 2025 | Feb 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 16,235 | 102 | 0.0% | 0.01% | 194 | -2,169 | -11.79% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 16,097 | 101 | 0.09% | 0.01% | 196 | -555 | -3.33% | Q4 2025 | Feb 06, 2026 |
| Amicus Financial Advisors, LLC | History | New | 15,873 | 100 | 0.03% | — | 199 | +15,873 | New | Q4 2025 | Mar 02, 2026 |
| Symmetry Partners, LLC | History | No change | 16,003 | 100 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 15,998 | 100 | 0.01% | 0.02% | 198 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 15,821 | 99 | 0.03% | 0.04% | 200 | -3,279 | -17.17% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 15,399 | 97 | 0.01% | 0.01% | 201 | +960 | 6.65% | Q4 2025 | Jan 20, 2026 |
| Townsend & Associates, Inc | History | No change | 14,999 | 97 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 15,083 | 95 | 0.01% | 0.01% | 207 | -13,388 | -47.02% | Q4 2025 | Jan 22, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 15,095 | 95 | 0.04% | 0.05% | 208 | +237 | 1.6% | Q4 2025 | Jan 07, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 15,191 | 95 | 0.0% | 0.0% | 205 | +146 | 0.97% | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | No change | 15,150 | 95 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BLB&B Advisors, LLC | History | No change | 15,200 | 95 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CWS Financial Advisors, LLC | History | No change | 15,201 | 95 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 15,075 | 94 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 14,328 | 90 | 0.0% | 0.0% | 210 | +730 | 5.37% | Q4 2025 | Feb 02, 2026 |
| GERBER, LLC | History | No change | 14,077 | 88 | 0.05% | 0.06% | 211 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 13,900 | 87 | 0.01% | 0.01% | 212 | +9,008 | 184.14% | Q4 2025 | Feb 09, 2026 |
| Worth Asset Management, LLC | History | Reduced | 13,760 | 86 | 0.04% | 0.09% | 213 | -16,365 | -54.32% | Q4 2025 | Jan 14, 2026 |
| Mission Hills Financial Advisory, LLC | History | New | 13,612 | 85 | 0.04% | — | 214 | +13,612 | New | Q4 2025 | Feb 02, 2026 |
| Freestate Advisors LLC | History | Added to | 13,188 | 83 | 0.07% | 0.07% | 215 | +275 | 2.13% | Q4 2025 | Jan 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 12,900 | 81 | 0.01% | 0.01% | 216 | +273 | 2.16% | Q4 2025 | Jan 09, 2026 |
| Compass Ion Advisors, LLC | History | No change | 12,806 | 80 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 12,456 | 78 | 0.02% | 0.03% | 219 | -3,202 | -20.45% | Q4 2025 | Jan 13, 2026 |
| Quartz Partners, LLC | History | Reduced | 12,388 | 78 | 0.03% | 0.04% | 218 | -2,072 | -14.33% | Q4 2025 | Feb 13, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 12,237 | 77 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tyche Wealth Partners LLC | History | No change | 12,096 | 76 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 12,044 | 75 | 0.0% | 0.01% | 222 | -72,273 | -85.72% | Q4 2025 | Feb 03, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 11,560 | 72 | 0.04% | 0.06% | 226 | -11,560 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Financial Partners Group, Inc | History | Reduced | 11,870 | 72 | 0.01% | 0.02% | 224 | -7,608 | -39.06% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 11,473 | 72 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Second Line Capital, LLC | History | No change | 11,473 | 72 | 0.01% | 0.02% | 225 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 11,273 | 71 | 0.0% | 0.04% | 227 | -122,283 | -91.56% | Q4 2025 | Feb 13, 2026 |
| Curran Financial Partners, LLC | History | No change | 11,112 | 70 | 0.01% | 0.02% | 228 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 11,084 | 69 | 0.01% | 0.01% | 229 | +322 | 2.99% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,565 | 66 | 0.0% | 0.0% | 232 | -4,912 | -31.74% | Q4 2025 | Jan 13, 2026 |
| Cooper Financial Group | History | Added to | 10,546 | 66 | 0.01% | 0.01% | 230 | +8 | 0.08% | Q4 2025 | Jan 08, 2026 |
| CPC Advisors, LLC | History | No change | 10,546 | 66 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Madrid Wealth Management, LLC | History | New | 10,272 | 64 | 0.05% | — | 235 | +10,272 | New | Q4 2025 | Feb 02, 2026 |
| Divergent Planning, LLC | History | Reduced | 10,146 | 64 | 0.02% | 0.02% | 233 | -884 | -8.01% | Q4 2025 | Jan 12, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 10,217 | 64 | 0.01% | 0.01% | 234 | -736 | -6.72% | Q4 2025 | Jan 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10,000 | 63 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,579 | 60 | 0.0% | 0.0% | 237 | +3,219 | 50.61% | Q4 2025 | Jan 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 8,859 | 55 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Larson Financial Group LLC | History | Added to | 8,172 | 51 | 0.0% | 0.0% | 239 | +3,450 | 73.06% | Q4 2025 | Feb 06, 2026 |
| Jessup Wealth Management, Inc | History | New | 7,966 | 50 | 0.02% | — | 240 | +7,966 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 7,824 | 49 | 0.0% | — | 241 | +7,824 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7,773 | 48 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Added to | 7,509 | 47 | 0.0% | 0.0% | 243 | +2,127 | 39.52% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,054 | 44 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advocate Investing Services LLC | History | New | 6,813 | 42 | 0.04% | — | 246 | +6,813 | New | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,702 | 42 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 5,670 | 35 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 5,472 | 34 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,000 | 25 | 0.0% | 0.01% | 250 | -18,121 | -81.92% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,987 | 25 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strive Financial Group ,LLC | History | New | 3,616 | 22 | 0.01% | — | 251 | +3,616 | New | Q4 2025 | Feb 18, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 3,480 | 21 | 0.0% | 0.0% | 252 | +109 | 3.23% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 3,132 | 19 | 0.0% | — | 253 | +3,132 | New | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | Reduced | 2,604 | 16 | 0.01% | 0.06% | 255 | -8,289 | -76.09% | Q4 2025 | Jan 28, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 2,673 | 16 | 0.01% | — | 254 | +2,673 | New | Q4 2025 | Feb 17, 2026 |
| Kozak & Associates, Inc. | History | Added to | 1,690 | 10 | 0.0% | 0.0% | 258 | +35 | 2.11% | Q4 2025 | Jan 12, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,657 | 10 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,581 | 10 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,507 | 9 | 0.0% | 0.0% | 259 | -249 | -14.18% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 983 | 6 | 0.0% | — | 260 | +983 | New | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,063 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| REAP Financial Group, LLC | History | No change | 1,063 | 6 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 900 | 5 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 709 | 4 | 0.0% | 0.0% | 264 | -4,788 | -87.1% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | New | 500 | 3 | 0.0% | — | 265 | +500 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 479 | 3 | 0.0% | — | 266 | +479 | New | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | No change | 237 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 4.72% | — | -1,157,731 | -100.0% | Q3 2025 | Feb 18, 2026 |
| Bensler, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -556,188 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Delta Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -474,501 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -316,147 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Gilbert & Cook, Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -313,587 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -222,280 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.08% | — | -91,193 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -86,607 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -71,050 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LaSalle St. Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -62,125 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kercheville Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -47,698 | -100.0% | Q3 2025 | Oct 22, 2025 |
| STOCK YARDS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -30,576 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Integrity Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -29,448 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -29,398 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -25,369 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Canal Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,825 | -100.0% | Q3 2025 | Jan 06, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.05% | — | -22,325 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,081 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ironwood Financial, llc | History | Closed out | 0 | 0 | — | 0.02% | — | -19,259 | -100.0% | Q3 2025 | Oct 22, 2025 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,849 | -100.0% | Q3 2025 | Nov 12, 2025 |
| A&I FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -18,807 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,363 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Ergawealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -17,245 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,998 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Souders Financial Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -15,617 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -14,237 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,745 | -100.0% | Q3 2025 | Oct 21, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -11,703 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Family Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -11,401 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Endowment Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,613 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,489 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,060 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,644 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,432 | -100.0% | Q3 2025 | Nov 12, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 12 | 0 | — | — | — | -35 | -74.47% | Q4 2025 | Jan 14, 2026 |