FS KKR Capital Corp - FSK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | History | Added to | 4,083,940 | 60,484 | 0.05% | 0.06% | 1 | +94,262 | 2.36% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 3,806,076 | 56,367 | 0.01% | 0.01% | 2 | +505,982 | 15.33% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Reduced | 3,568,831 | 52,854 | 0.01% | 0.02% | 3 | -361,463 | -9.2% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,094,452 | 45,828 | 0.06% | 0.08% | 4 | -996,063 | -24.35% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,902,805 | 42,990 | 0.0% | 0.0% | 5 | +1,719,120 | 145.23% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,851,562 | 42,231 | 0.0% | 0.0% | 6 | -397,790 | -12.24% | Q4 2025 | Feb 13, 2026 |
| OAK HILL ADVISORS LP | History | New | 2,610,342 | 38,659 | 6.31% | — | 7 | +2,610,342 | New | Q4 2025 | Feb 17, 2026 |
| Generali Asset Management SPA SGR | History | No change | 2,546,371 | 37,711 | 0.77% | 0.81% | 8 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 2,345,376 | 34,735 | 13.17% | 14.24% | 9 | -150,320 | -6.02% | Q4 2025 | Jan 23, 2026 |
| Legal & General Group Plc | History | Added to | 2,296,070 | 33,993 | 0.01% | 0.01% | 10 | +304,556 | 15.29% | Q4 2025 | Feb 09, 2026 |
| Diameter Capital Partners LP | History | New | 2,272,393 | 33,654 | 3.08% | — | 11 | +2,272,393 | New | Q4 2025 | Feb 17, 2026 |
| CCLA Investment Management | History | Added to | 1,720,929 | 25,469 | 0.41% | 0.41% | 12 | +17,294 | 1.02% | Q4 2025 | Jan 22, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,599,765 | 23,693 | 0.05% | 0.05% | 13 | -18,600 | -1.15% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,586,949 | 23,503 | 0.06% | 0.08% | 14 | -272,355 | -14.65% | Q4 2025 | Feb 05, 2026 |
| ARES MANAGEMENT LLC | History | Reduced | 1,277,482 | 18,919 | 1.08% | 0.87% | 15 | -3,000 | -0.23% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,274,707 | 18,878 | 0.01% | 0.0% | 16 | +720,009 | 129.8% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,266,842 | 18,761 | 0.02% | 0.02% | 17 | -48,809 | -3.71% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 1,219,400 | 18,059 | 0.05% | — | 18 | +1,219,400 | New | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,135,382 | 16,815 | 0.0% | 0.0% | 19 | +1,049,482 | 1221.75% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,126,496 | 16,683 | 0.03% | 0.01% | 20 | +663,981 | 143.56% | Q4 2025 | Mar 16, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,006,118 | 14,900 | 0.0% | 0.0% | 21 | +351,798 | 53.77% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | New | 1,002,150 | 14,841 | 0.01% | — | 22 | +1,002,150 | New | Q4 2025 | Feb 13, 2026 |
| Kohlberg Kravis Roberts & Co. L.P. | History | No change | 980,587 | 14,522 | 0.23% | 0.25% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 965,290 | 14,297 | 0.0% | 0.0% | 24 | +29,835 | 3.19% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 934,700 | 13,842 | 0.0% | 0.0% | 25 | +437,633 | 88.04% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 928,331 | 13,748 | 0.0% | 0.0% | 26 | -72,657 | -7.26% | Q4 2025 | Feb 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 922,064 | 13,656 | 0.02% | 0.03% | 27 | -211,376 | -18.65% | Q4 2025 | Feb 17, 2026 |
| North Ground Capital | History | Added to | 895,746 | 13,265 | 6.59% | 5.63% | 28 | +280,746 | 45.65% | Q4 2025 | Feb 12, 2026 |
| Muzinich & Co., Inc. | History | Reduced | 854,742 | 12,658 | 3.98% | 5.16% | 29 | -39,695 | -4.44% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 807,749 | 11,963 | 0.03% | 0.02% | 30 | +365,988 | 82.85% | Q4 2025 | Feb 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 796,311 | 11,793 | 0.91% | 1.03% | 31 | -187,239 | -19.04% | Q4 2025 | Jan 23, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 788,596 | 11,679 | 0.01% | 0.01% | 32 | -26,573 | -3.26% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 788,252 | 11,674 | 0.0% | 0.0% | 33 | -150,225 | -16.01% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 742,539 | 10,997 | 1.22% | 1.46% | 34 | +19,031 | 2.63% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 732,304 | 10,845 | 0.04% | 0.07% | 35 | -299,881 | -29.05% | Q4 2025 | Feb 13, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 718,860 | 10,646 | 0.08% | 0.04% | 36 | +314,437 | 77.75% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 682,474 | 10,107 | 0.0% | 0.01% | 37 | -486,367 | -41.61% | Q4 2025 | Feb 17, 2026 |
| Maia Wealth LLC | History | Added to | 695,523 | 9,361 | 1.6% | 1.78% | 38 | +8,651 | 1.26% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 632,017 | 9,360 | 0.05% | 0.08% | 39 | -45,960 | -6.78% | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 615,350 | 9,113 | 0.02% | 0.01% | 40 | +392,050 | 175.57% | Q4 2025 | Feb 12, 2026 |
| Centiva Capital, LP | History | Added to | 612,000 | 9,063 | 0.07% | 0.0% | 41 | +583,497 | 2047.14% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 611,772 | 9,060 | 0.02% | 8.19% | 42 | +493,619 | 417.78% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 611,260 | 9,052 | 0.08% | — | 43 | +611,260 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 598,653 | 8,866 | 0.0% | 0.0% | 44 | +308,994 | 106.68% | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | Added to | 589,139 | 8,725 | 0.03% | 0.01% | 45 | +482,412 | 452.01% | Q4 2025 | Feb 10, 2026 |
| Caption Management, LLC | History | Added to | 536,584 | 7,946 | 0.05% | 0.02% | 46 | +386,584 | 257.72% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 535,211 | 7,926 | 0.16% | 0.14% | 47 | +132,017 | 32.74% | Q4 2025 | Feb 13, 2026 |
| CastleKnight Management LP | History | Reduced | 519,100 | 7,687 | 0.17% | 0.18% | 48 | -101,700 | -16.38% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 515,168 | 7,629 | 0.36% | 0.33% | 49 | +8,623 | 1.7% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 496,569 | 7,354 | 0.0% | 0.0% | 50 | +345,211 | 228.08% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 496,020 | 7,346 | 0.03% | 0.04% | 51 | -113,260 | -18.59% | Q4 2025 | Feb 17, 2026 |
| Bulldog Investors, LLP | History | Added to | 486,352 | 7,202 | 1.6% | 0.83% | 52 | +245,234 | 101.71% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 476,236 | 7,053 | 0.19% | — | 53 | +476,236 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 469,265 | 6,949 | 0.02% | 0.02% | 54 | -10,706 | -2.23% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 446,674 | 6,615 | 0.13% | 0.16% | 55 | -12,767 | -2.78% | Q4 2025 | Feb 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 430,504 | 6,212 | 0.16% | 0.02% | 56 | +391,868 | 1014.26% | Q4 2025 | Jan 23, 2026 |
| Rothschild Wealth LLC | History | Reduced | 410,151 | 6,074 | 0.58% | 1.36% | 57 | -7,622 | -1.82% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 397,940 | 5,837 | 0.14% | 0.11% | 58 | +2,605 | 0.66% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 380,761 | 5,639 | 0.01% | 0.01% | 59 | -206,497 | -35.16% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 372,709 | 5,519 | 0.13% | 0.14% | 60 | +7,564 | 2.07% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 359,473 | 5,323 | 0.1% | 0.11% | 61 | -26,695 | -6.91% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 357,007 | 5,287 | 0.09% | 0.1% | 62 | -28,299 | -7.34% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | New | 354,707 | 5,247 | 0.03% | — | 63 | +354,707 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 341,610 | 5,059 | 0.0% | 0.0% | 64 | +65,938 | 23.92% | Q4 2025 | Feb 13, 2026 |
| Andina Capital Management, LLC | History | Added to | 339,084 | 5,021 | 3.04% | 1.93% | 65 | +110,109 | 48.09% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 327,855 | 4,855 | 0.01% | 0.0% | 66 | +327,666 | 173368.25% | Q4 2025 | Feb 17, 2026 |
| M&G Plc | History | Reduced | 315,000 | 4,725 | 0.02% | 0.04% | 67 | -180,000 | -36.36% | Q4 2025 | Feb 12, 2026 |
| Diversified Enterprises, LLC | History | New | 318,098 | 4,711 | 0.28% | — | 68 | +318,098 | New | Q4 2025 | Jan 28, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 313,615 | 4,644 | 1.13% | 0.8% | 69 | +102,864 | 48.81% | Q4 2025 | Jan 28, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 308,080 | 4,562 | 0.22% | 0.16% | 70 | +124,261 | 67.6% | Q4 2025 | Feb 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 298,241 | 4,416 | 0.21% | 0.07% | 71 | +237,903 | 394.28% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 297,887 | 4,411 | 0.06% | — | 72 | +297,887 | New | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 294,468 | 4,361 | 0.2% | 0.29% | 73 | +87,664 | 42.39% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 269,807 | 3,995 | 0.02% | — | 74 | +269,807 | New | Q4 2025 | Feb 17, 2026 |
| Elliott Investment Management L.P. | History | New | 264,850 | 3,922 | 0.02% | — | 75 | +264,850 | New | Q4 2025 | Feb 18, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 256,303 | 3,795 | 0.01% | 0.01% | 76 | +27,926 | 12.23% | Q4 2025 | Jan 28, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 247,512 | 3,665 | 0.64% | 0.81% | 77 | -51,316 | -17.17% | Q4 2025 | Feb 02, 2026 |
| United Advisor Group, LLC | History | Reduced | 244,132 | 3,615 | 0.45% | 0.56% | 78 | -35,606 | -12.73% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 243,541 | 3,607 | 0.0% | — | 79 | +243,541 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 243,292 | 3,603 | 0.0% | 0.03% | 80 | -1,224,662 | -83.43% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 238,308 | 3,529 | 0.26% | 0.29% | 81 | -9,793 | -3.95% | Q4 2025 | Jan 20, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 236,098 | 3,496 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Added to | 227,980 | 3,376 | 0.03% | 0.02% | 83 | +66,397 | 41.09% | Q4 2025 | Feb 11, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 218,672 | 3,239 | 0.2% | 0.21% | 84 | -1,103 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 214,665 | 3,179 | 0.06% | 0.1% | 85 | -52,252 | -19.58% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 213,900 | 3,167 | 0.0% | 0.0% | 86 | -50,360 | -19.06% | Q4 2025 | Feb 11, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 208,911 | 3,093 | 0.34% | 0.42% | 87 | -42,577 | -16.93% | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 206,947 | 3,064 | 1.47% | 1.94% | 88 | -80,118 | -27.91% | Q4 2025 | Feb 03, 2026 |
| Verition Fund Management LLC | History | Added to | 206,397 | 3,056 | 0.01% | 0.01% | 89 | +122,514 | 146.05% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 202,226 | 2,994 | 0.28% | 0.26% | 90 | +19,402 | 10.61% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 200,244 | 2,965 | 0.0% | 0.0% | 91 | -5,646 | -2.74% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 198,600 | 2,941 | 0.01% | 0.01% | 92 | +1,103 | 0.56% | Q4 2025 | Jan 26, 2026 |
| DEUTSCHE BANK AG\ | History | New | 194,064 | 2,874 | 0.0% | — | 93 | +194,064 | New | Q4 2025 | Feb 11, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 192,824 | 2,855 | 2.09% | 2.05% | 94 | +5,208 | 2.78% | Q4 2025 | Feb 12, 2026 |
| Parkwood LLC | History | No change | 187,500 | 2,777 | 0.22% | 0.25% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 186,121 | 2,749 | 0.08% | 0.09% | 96 | -19,808 | -9.62% | Q4 2025 | Jan 30, 2026 |
| GraniteShares Advisors LLC | History | Added to | 183,127 | 2,712 | 1.65% | 1.22% | 97 | +42,069 | 29.82% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 182,548 | 2,703 | 0.03% | 0.06% | 98 | -165,373 | -47.53% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | New | 179,183 | 2,653 | 0.0% | — | 99 | +179,183 | New | Q4 2025 | Feb 11, 2026 |
| Quantbot Technologies LP | History | New | 170,157 | 2,520 | 0.08% | — | 100 | +170,157 | New | Q4 2025 | Feb 10, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 168,231 | 2,491 | 0.17% | 0.16% | 101 | +14,340 | 9.32% | Q4 2025 | Feb 13, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 167,810 | 2,485 | 0.85% | 0.99% | 102 | -11,868 | -6.61% | Q4 2025 | Feb 10, 2026 |
| Alpha Wealth Funds, LLC | History | Added to | 166,364 | 2,463 | 1.52% | 0.61% | 103 | +110,332 | 196.91% | Q4 2025 | Feb 02, 2026 |
| DnB Asset Management AS | History | Reduced | 164,103 | 2,430 | 0.01% | 0.01% | 104 | -19,041 | -10.4% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 164,061 | 2,429 | 0.08% | 0.1% | 105 | -19,271 | -10.51% | Q4 2025 | Feb 06, 2026 |
| Truvestments Capital LLC | History | Reduced | 161,670 | 2,394 | 0.44% | 0.46% | 106 | -10,547 | -6.12% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 160,541 | 2,377 | 0.16% | 0.27% | 107 | -4,086 | -2.48% | Q4 2025 | Feb 03, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 158,029 | 2,340 | 0.04% | 0.03% | 108 | -1,020 | -0.64% | Q4 2025 | Jan 05, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 157,481 | 2,332 | 1.54% | 2.47% | 109 | -91,537 | -36.76% | Q4 2025 | Jan 27, 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | History | Reduced | 156,850 | 2,322 | 0.79% | 0.91% | 110 | -1,500 | -0.95% | Q4 2025 | Jan 28, 2026 |
| Squarepoint Ops LLC | History | Added to | 155,823 | 2,307 | 0.0% | 0.0% | 111 | +78,028 | 100.3% | Q4 2025 | Feb 13, 2026 |
| NOMURA HOLDINGS INC | History | New | 149,558 | 2,214 | 0.0% | — | 112 | +149,558 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | New | 141,731 | 2,099 | 0.0% | — | 113 | +141,731 | New | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 141,598 | 2,097 | 0.05% | 0.08% | 114 | -53,088 | -27.27% | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 138,389 | 2,049 | 0.0% | 0.0% | 115 | -93,432 | -40.3% | Q4 2025 | Feb 06, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 138,019 | 2,044 | 1.38% | 1.67% | 116 | -30,034 | -17.87% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 137,631 | 2,038 | 0.01% | 0.01% | 117 | -79,014 | -36.47% | Q4 2025 | Feb 18, 2026 |
| Intellectus Partners, LLC | History | Added to | 136,434 | 2,020 | 0.39% | 0.25% | 118 | +52,573 | 62.69% | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 133,684 | 1,979 | 0.12% | 0.08% | 119 | +3,121 | 2.39% | Q4 2025 | Jan 30, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 132,384 | 1,960 | 0.26% | 0.27% | 120 | -8,923 | -6.31% | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 130,219 | 1,928 | 0.0% | 0.0% | 121 | -279,802 | -68.24% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 129,630 | 1,919 | 0.0% | 0.0% | 122 | -116,261 | -47.28% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 128,097 | 1,897 | 0.0% | 0.0% | 123 | +53,978 | 72.83% | Q4 2025 | Feb 18, 2026 |
| Titan Investment Management LLC | History | New | 125,810 | 1,863 | 1.7% | — | 124 | +125,810 | New | Q4 2025 | Feb 24, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 125,573 | 1,859 | 0.0% | 0.0% | 125 | -15,388 | -10.92% | Q4 2025 | Feb 17, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 125,303 | 1,855 | 0.31% | 0.33% | 126 | -4,949 | -3.8% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 120,377 | 1,782 | 0.0% | 0.01% | 127 | -328,493 | -73.18% | Q4 2025 | Feb 17, 2026 |
| SAGE ADVISORS, LLC | History | Reduced | 119,967 | 1,776 | 1.18% | 2.51% | 128 | -114,871 | -48.91% | Q4 2025 | Jan 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 118,998 | 1,762 | 0.0% | 0.0% | 129 | +1,663 | 1.42% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | New | 116,100 | 1,719 | 0.01% | — | 130 | +116,100 | New | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 115,163 | 1,705 | 0.05% | 0.02% | 131 | +60,797 | 111.83% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 114,154 | 1,690 | 0.02% | 0.08% | 132 | -349,797 | -75.4% | Q4 2025 | Feb 10, 2026 |
| Alpine Global Management, LLC | History | Added to | 113,316 | 1,678 | 0.36% | 0.3% | 133 | +14,394 | 14.55% | Q4 2025 | Feb 26, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 113,171 | 1,676 | 0.71% | 0.73% | 134 | -273 | -0.24% | Q4 2025 | Jan 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 112,181 | 1,661 | 0.08% | 0.11% | 135 | -4,115 | -3.54% | Q4 2025 | Jan 28, 2026 |
| Marex Group plc | History | New | 111,994 | 1,658 | 0.01% | — | 136 | +111,994 | New | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Added to | 111,469 | 1,650 | 0.03% | 0.03% | 137 | +10,284 | 10.16% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 109,345 | 1,619 | 0.0% | 0.0% | 138 | +24,355 | 28.66% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Added to | 107,497 | 1,592 | 0.02% | 0.02% | 139 | +12,558 | 13.23% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 107,349 | 1,589 | 0.02% | — | 140 | +107,349 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 107,000 | 1,584 | 0.0% | 0.0% | 141 | +47,400 | 79.53% | Q4 2025 | Feb 17, 2026 |
| Almitas Capital LLC | History | New | 106,600 | 1,578 | 0.35% | — | 142 | +106,600 | New | Q4 2025 | Feb 17, 2026 |
| Marble Wealth, LLC | History | New | 105,832 | 1,567 | 0.22% | — | 143 | +105,832 | New | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 102,699 | 1,520 | 0.02% | 0.02% | 144 | -7,251 | -6.59% | Q4 2025 | Jan 20, 2026 |
| Naviter Wealth, LLC | History | Reduced | 102,031 | 1,511 | 0.2% | 0.31% | 145 | -66,969 | -39.63% | Q4 2025 | Jan 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 100,974 | 1,495 | 0.0% | — | 146 | +100,974 | New | Q4 2025 | Feb 17, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 100,884 | 1,494 | 0.28% | 0.55% | 147 | -84,975 | -45.72% | Q4 2025 | Jan 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 103,004 | 1,481 | 0.07% | 0.1% | 148 | -10,386 | -9.16% | Q4 2025 | Feb 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 99,324 | 1,470 | 0.0% | 0.0% | 149 | +46,967 | 89.71% | Q4 2025 | Feb 17, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 97,494 | 1,443 | 0.07% | 0.09% | 150 | -35,329 | -26.6% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 98,412 | 1,438 | 0.0% | 0.0% | 151 | +6,000 | 6.49% | Q4 2025 | Jan 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 96,738 | 1,432 | 0.02% | 0.04% | 153 | -67,043 | -40.93% | Q4 2025 | Jan 22, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 96,718 | 1,432 | 0.01% | 0.02% | 152 | -21,293 | -18.04% | Q4 2025 | Feb 13, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 96,485 | 1,428 | 0.27% | 0.35% | 154 | -21,450 | -18.19% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 95,086 | 1,408 | 0.06% | 0.06% | 155 | +5,094 | 5.66% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 92,654 | 1,372 | 0.0% | 0.0% | 156 | -119,028 | -56.23% | Q4 2025 | Feb 10, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 89,658 | 1,327 | 0.56% | 0.58% | 157 | -87 | -0.1% | Q4 2025 | Feb 13, 2026 |
| TT Capital Management LLC | History | Added to | 88,416 | 1,309 | 1.04% | 0.99% | 158 | +1,191 | 1.37% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 86,831 | 1,285 | 0.03% | 0.08% | 159 | -180,168 | -67.48% | Q4 2025 | Jan 14, 2026 |
| J. Goldman & Co LP | History | New | 86,250 | 1,277 | 0.03% | — | 160 | +86,250 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 86,263 | 1,277 | 0.02% | 0.0% | 161 | +70,285 | 439.89% | Q4 2025 | Mar 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 84,648 | 1,253 | 0.02% | 0.02% | 162 | -6,017 | -6.64% | Q4 2025 | Jan 21, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Added to | 83,384 | 1,234 | 0.5% | 2.14% | 163 | +53,428 | 178.35% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 82,678 | 1,224 | 0.01% | 0.01% | 164 | +59,725 | 260.21% | Q4 2025 | Jan 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 81,347 | 1,204 | 0.0% | 0.0% | 165 | -190,514 | -70.08% | Q4 2025 | Feb 10, 2026 |
| Csenge Advisory Group | History | Reduced | 79,941 | 1,183 | 0.05% | 0.06% | 166 | -2,741 | -3.32% | Q4 2025 | Feb 06, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 79,689 | 1,180 | 0.03% | 0.08% | 167 | -4,776 | -5.65% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 79,433 | 1,176 | 0.03% | 0.18% | 168 | -389,811 | -83.07% | Q4 2025 | Jan 28, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 78,659 | 1,164 | 0.02% | 0.17% | 169 | -416,304 | -84.11% | Q4 2025 | Feb 03, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 77,498 | 1,147 | 0.18% | 0.14% | 170 | +22,056 | 39.78% | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | Reduced | 76,863 | 1,138 | 0.01% | 0.01% | 171 | -10,201 | -11.72% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 78,363 | 1,137 | 0.04% | 0.05% | 172 | -17,326 | -18.11% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 76,329 | 1,130 | 0.01% | 0.01% | 173 | -8,631 | -10.16% | Q4 2025 | Feb 17, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 75,225 | 1,114 | 0.4% | 0.39% | 174 | +6,207 | 8.99% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Added to | 72,628 | 1,075 | 0.02% | 0.02% | 175 | +70 | 0.1% | Q4 2025 | Feb 06, 2026 |
| TrueMark Investments, LLC | History | New | 71,743 | 1,062 | 0.2% | — | 177 | +71,743 | New | Q4 2025 | Jan 14, 2026 |
| Bramshill Investments, LLC | History | Added to | 71,755 | 1,062 | 0.06% | 0.07% | 176 | +481 | 0.67% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 71,426 | 1,057 | 0.01% | 0.01% | 178 | -10,173 | -12.47% | Q4 2025 | Feb 03, 2026 |
| Virtu Financial LLC | History | Added to | 69,781 | 1,033 | 0.04% | 0.02% | 179 | +48,162 | 222.78% | Q4 2025 | Feb 23, 2026 |
| NORDEN GROUP LLC | History | Added to | 69,603 | 1,030 | 0.1% | 0.04% | 180 | +44,378 | 175.93% | Q4 2025 | Jan 13, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 68,394 | 1,012 | 0.4% | 0.42% | 181 | +3,361 | 5.17% | Q4 2025 | Feb 05, 2026 |
| Sovran Advisors, LLC | History | Reduced | 68,674 | 1,006 | 0.09% | 0.09% | 182 | -955 | -1.37% | Q4 2025 | Jan 20, 2026 |
| Summit Financial, LLC | History | Added to | 66,705 | 987 | 0.01% | 0.01% | 183 | +1,579 | 2.42% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 66,559 | 985 | 0.0% | 0.0% | 184 | -22,578 | -25.33% | Q4 2025 | Feb 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 65,317 | 967 | 0.0% | 0.0% | 185 | +25,611 | 64.5% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 65,361 | 967 | 0.01% | 0.01% | 186 | -9,352 | -12.52% | Q4 2025 | Feb 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 65,079 | 963 | 0.29% | 0.3% | 187 | +914 | 1.42% | Q4 2025 | Feb 10, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 64,650 | 957 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 63,196 | 935 | 0.06% | 0.03% | 189 | +31,487 | 99.3% | Q4 2025 | Feb 10, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 62,921 | 931 | 0.25% | 0.3% | 190 | -6,730 | -9.66% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 62,648 | 927 | 0.21% | 0.32% | 191 | -28,454 | -31.23% | Q4 2025 | Feb 17, 2026 |
| Concorde Asset Management, LLC | History | Added to | 62,275 | 922 | 0.37% | 0.32% | 192 | +12,395 | 24.85% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 61,136 | 905 | 0.01% | 0.01% | 193 | -33,445 | -35.36% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Reduced | 60,003 | 888 | 0.01% | 0.01% | 194 | -12,157 | -16.85% | Q4 2025 | Jan 26, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 59,914 | 887 | 0.01% | 0.0% | 195 | +40,299 | 205.45% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 59,903 | 887 | 0.06% | 0.05% | 196 | +7,203 | 13.67% | Q4 2025 | Feb 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 61,860 | 878 | 0.09% | 0.09% | 197 | +1,103 | 1.82% | Q4 2025 | Jan 12, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 58,787 | 870 | 0.01% | 0.01% | 198 | +7,688 | 15.05% | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | New | 58,373 | 865 | 0.06% | — | 199 | +58,373 | New | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | New | 57,977 | 858 | 0.0% | — | 200 | +57,977 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 57,747 | 855 | 0.0% | — | 201 | +57,747 | New | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 57,639 | 850 | 0.06% | 0.06% | 202 | +6,087 | 11.81% | Q4 2025 | Jan 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 57,199 | 847 | 0.04% | 0.04% | 203 | -784 | -1.35% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 57,113 | 846 | 0.0% | 0.0% | 204 | +25,288 | 79.46% | Q4 2025 | Jan 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 56,044 | 830 | 0.14% | — | 205 | +56,044 | New | Q4 2025 | Feb 12, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 55,452 | 821 | 0.04% | 0.06% | 206 | -36,623 | -39.78% | Q4 2025 | Jan 22, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 54,136 | 801 | 0.41% | 0.45% | 207 | -5,793 | -9.67% | Q4 2025 | Feb 13, 2026 |
| Magnetar Financial LLC | History | New | 53,889 | 798 | 0.01% | — | 208 | +53,889 | New | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 53,878 | 797 | 0.12% | 0.1% | 209 | +9,227 | 20.66% | Q4 2025 | Feb 10, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 52,668 | 780 | 0.3% | 0.33% | 210 | -5,582 | -9.58% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 52,040 | 770 | 0.0% | 0.01% | 211 | -20,741 | -28.5% | Q4 2025 | Feb 12, 2026 |
| Inscription Capital, LLC | History | Added to | 51,870 | 768 | 0.08% | 0.08% | 212 | +54 | 0.1% | Q4 2025 | Jan 29, 2026 |
| Entropy Technologies, LP | History | New | 51,320 | 760 | 0.04% | — | 213 | +51,320 | New | Q4 2025 | Feb 13, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 50,545 | 748 | 0.03% | 0.04% | 214 | -5,064 | -9.11% | Q4 2025 | Jan 26, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 50,437 | 746 | 0.08% | 0.08% | 215 | +1,488 | 3.04% | Q4 2025 | Feb 18, 2026 |
| ExodusPoint Capital Management, LP | History | New | 49,658 | 735 | 0.01% | — | 216 | +49,658 | New | Q4 2025 | Feb 17, 2026 |
| Intrua Financial, LLC | History | Reduced | 49,658 | 735 | 0.08% | 0.09% | 217 | -3,200 | -6.05% | Q4 2025 | Feb 05, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 49,056 | 726 | 0.64% | 0.85% | 218 | -14,458 | -22.76% | Q4 2025 | Jan 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 49,018 | 725 | 0.2% | 0.21% | 219 | -1,781 | -3.51% | Q4 2025 | Jan 13, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 47,478 | 703 | 0.07% | 0.1% | 221 | -18,556 | -28.1% | Q4 2025 | Jan 26, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 47,500 | 703 | 0.42% | 0.6% | 220 | -12,500 | -20.83% | Q4 2025 | Feb 17, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 47,400 | 701 | 0.34% | 0.54% | 222 | -25,709 | -35.17% | Q4 2025 | Jan 27, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 45,897 | 679 | 0.3% | 0.49% | 223 | -38,111 | -45.37% | Q4 2025 | Jan 30, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 45,888 | 679 | 0.26% | 0.23% | 224 | +7,623 | 19.92% | Q4 2025 | Feb 10, 2026 |
| Centerpoint Advisory Group | History | Reduced | 43,596 | 645 | 0.5% | 0.53% | 225 | -1,964 | -4.31% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 43,542 | 644 | 0.0% | 0.01% | 226 | -2,783 | -6.01% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 43,483 | 643 | 0.02% | 0.03% | 227 | -3,552 | -7.55% | Q4 2025 | Feb 09, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 43,136 | 638 | 0.18% | 0.22% | 228 | -4,901 | -10.2% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 42,596 | 630 | 0.01% | 0.01% | 229 | -2,457 | -5.45% | Q4 2025 | Jan 29, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 42,200 | 625 | 0.14% | 0.19% | 230 | -33,811 | -44.48% | Q4 2025 | Feb 13, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 41,524 | 614 | 0.91% | 1.4% | 231 | -674,638 | -94.2% | Q4 2025 | Feb 18, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 41,283 | 611 | 0.05% | 0.07% | 232 | -18,052 | -30.42% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 41,118 | 608 | 0.07% | 0.09% | 233 | -5,276 | -11.37% | Q4 2025 | Jan 22, 2026 |
| Coign Capital Advisors LLC | History | Reduced | 39,951 | 591 | 0.31% | 0.34% | 234 | -996 | -2.43% | Q4 2025 | Jan 20, 2026 |
| ProShare Advisors LLC | History | Reduced | 39,728 | 588 | 0.0% | 0.0% | 235 | -18,483 | -31.75% | Q4 2025 | Feb 06, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 39,333 | 582 | 0.39% | 0.75% | 236 | -36,925 | -48.42% | Q4 2025 | Jan 22, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 38,702 | 573 | 0.13% | 0.15% | 237 | -426 | -1.09% | Q4 2025 | Jan 28, 2026 |
| PFG Investments, LLC | History | Reduced | 37,954 | 562 | 0.03% | 0.04% | 238 | -16,987 | -30.92% | Q4 2025 | Jan 26, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 37,500 | 555 | 0.1% | 0.09% | 239 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Global Investments | History | Added to | 37,399 | 554 | 0.03% | 0.03% | 240 | +8,352 | 28.75% | Q4 2025 | Feb 18, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 37,418 | 554 | 0.33% | 0.33% | 241 | +946 | 2.59% | Q4 2025 | Feb 05, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 37,305 | 552 | 0.04% | 0.04% | 242 | +900 | 2.47% | Q4 2025 | Jan 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 37,202 | 551 | 0.0% | 0.0% | 243 | +10,296 | 38.27% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 36,138 | 535 | 0.02% | 0.02% | 244 | +639 | 1.8% | Q4 2025 | Jan 27, 2026 |
| Bayforest Capital Ltd | History | New | 36,060 | 534 | 0.4% | — | 245 | +36,060 | New | Q4 2025 | Jan 27, 2026 |
| VPR Management LLC | History | Added to | 36,000 | 533 | 0.24% | 0.14% | 246 | +15,000 | 71.43% | Q4 2025 | Feb 13, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 35,805 | 530 | 0.04% | 0.24% | 247 | -180,328 | -83.43% | Q4 2025 | Feb 10, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 35,248 | 522 | 0.44% | 0.43% | 248 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Visionary Wealth Advisors | History | Added to | 34,762 | 514 | 0.02% | 0.02% | 249 | +376 | 1.09% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 34,532 | 511 | 0.01% | 0.02% | 250 | -2,265 | -6.16% | Q4 2025 | Feb 12, 2026 |
| Sequent Planning LLC | History | Reduced | 34,349 | 508 | 0.13% | 0.15% | 251 | -212 | -0.61% | Q4 2025 | Feb 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 33,904 | 502 | 0.1% | 0.11% | 252 | -3,822 | -10.13% | Q4 2025 | Feb 13, 2026 |
| Madrona Financial Services, LLC | History | New | 33,514 | 496 | 0.11% | — | 254 | +33,514 | New | Q4 2025 | Jan 22, 2026 |
| First Financial Bank - Trust Division | History | Added to | 33,534 | 496 | 0.04% | 0.04% | 253 | +5,918 | 21.43% | Q4 2025 | Jan 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 33,284 | 492 | 0.01% | 0.01% | 255 | -2,518 | -7.03% | Q4 2025 | Feb 06, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 32,784 | 485 | 0.03% | 0.03% | 257 | +1,596 | 5.12% | Q4 2025 | Apr 02, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 32,766 | 485 | 0.0% | 0.0% | 256 | -805 | -2.4% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 32,676 | 483 | 0.01% | 0.01% | 258 | -945 | -2.81% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 32,399 | 479 | 0.0% | 0.0% | 259 | +2,544 | 8.52% | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | Reduced | 34,689 | 478 | 0.07% | 0.09% | 260 | -359 | -1.02% | Q4 2025 | Feb 06, 2026 |
| Curi Capital, LLC | History | New | 32,000 | 473 | 0.01% | — | 261 | +32,000 | New | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 31,925 | 472 | 0.01% | 0.01% | 262 | -7,430 | -18.88% | Q4 2025 | Feb 09, 2026 |
| INCEPTIONR LLC | History | New | 31,816 | 471 | 0.13% | — | 263 | +31,816 | New | Q4 2025 | Feb 11, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 31,602 | 468 | 0.15% | 0.07% | 264 | +16,017 | 102.77% | Q4 2025 | Feb 02, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 31,170 | 459 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 31,008 | 459 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 30,500 | 451 | 0.0% | 0.0% | 267 | -3,564 | -10.46% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | No change | 29,873 | 442 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 29,563 | 437 | 0.0% | 0.0% | 269 | +2,982 | 11.22% | Q4 2025 | Feb 18, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 28,857 | 427 | 0.0% | — | 270 | +28,857 | New | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 28,444 | 421 | 0.0% | 0.0% | 271 | -3,285 | -10.35% | Q4 2025 | Mar 09, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 28,412 | 420 | 0.04% | 0.04% | 272 | +1,079 | 3.95% | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | New | 28,236 | 418 | 0.01% | — | 273 | +28,236 | New | Q4 2025 | Feb 17, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 28,023 | 415 | 0.14% | — | 274 | +28,023 | New | Q4 2025 | Mar 27, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 27,445 | 406 | 0.01% | 0.1% | 275 | -160,000 | -85.36% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 27,353 | 405 | 0.0% | — | 276 | +27,353 | New | Q4 2025 | Feb 13, 2026 |
| Diligent Investors, LLC | History | Reduced | 27,202 | 402 | 0.1% | 0.11% | 277 | -1,958 | -6.71% | Q4 2025 | Jan 23, 2026 |
| BCS Wealth Management | History | Added to | 26,500 | 392 | 0.04% | 0.04% | 278 | +13,409 | 102.43% | Q4 2025 | Jan 26, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 25,517 | 377 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 25,371 | 375 | 0.0% | 0.0% | 280 | -2,339 | -8.44% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,071 | 371 | 0.0% | 0.01% | 281 | +1,813 | 7.8% | Q4 2025 | Jan 29, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 24,736 | 366 | 0.06% | 0.05% | 282 | +1,937 | 8.5% | Q4 2025 | Feb 11, 2026 |
| WINTON GROUP Ltd | History | New | 24,654 | 365 | 0.01% | — | 283 | +24,654 | New | Q4 2025 | Feb 11, 2026 |
| Cooper Financial Group | History | Added to | 24,595 | 364 | 0.04% | 0.04% | 284 | +2,616 | 11.9% | Q4 2025 | Jan 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 24,515 | 363 | 0.01% | 0.1% | 285 | -165,326 | -87.09% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 24,378 | 361 | 0.01% | 0.02% | 286 | -8,903 | -26.75% | Q4 2025 | Jan 20, 2026 |
| Delta Investment Management, LLC | History | Added to | 24,086 | 356 | 0.06% | 0.06% | 287 | +1,049 | 4.55% | Q4 2025 | Jan 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 23,751 | 351 | 0.01% | 0.01% | 288 | -6,726 | -22.07% | Q4 2025 | Feb 12, 2026 |
| CFO4Life Group, LLC | History | Added to | 23,620 | 349 | 0.05% | 0.04% | 289 | +2,944 | 14.24% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 23,432 | 347 | 0.0% | 0.0% | 290 | +2,888 | 14.06% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 23,389 | 346 | 0.0% | 0.0% | 291 | -21,300 | -47.66% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 23,113 | 342 | 0.0% | — | 292 | +23,113 | New | Q4 2025 | Feb 05, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 23,137 | 341 | 0.03% | 0.04% | 293 | -31 | -0.13% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 23,010 | 340 | 0.02% | 0.03% | 294 | -7,967 | -25.72% | Q4 2025 | Mar 04, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 22,764 | 337 | 0.03% | 0.03% | 295 | +57 | 0.25% | Q4 2025 | Feb 04, 2026 |
| Aries Wealth Management | History | Reduced | 22,565 | 334 | 0.07% | 0.08% | 296 | -1,000 | -4.24% | Q4 2025 | Jan 30, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 22,535 | 333 | 0.07% | 0.1% | 297 | -7,707 | -25.48% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 22,400 | 331 | 0.0% | — | 298 | +22,400 | New | Q4 2025 | Jan 29, 2026 |
| Secure Asset Management, LLC | History | Added to | 22,384 | 331 | 0.05% | 0.05% | 300 | +342 | 1.55% | Q4 2025 | Jan 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 22,413 | 331 | 0.01% | 0.01% | 299 | +165 | 0.74% | Q4 2025 | Jan 21, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 22,336 | 330 | 0.07% | 0.08% | 301 | +2,784 | 14.24% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 22,046 | 326 | 0.01% | 0.01% | 302 | -1,072 | -4.64% | Q4 2025 | Feb 19, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 21,969 | 325 | 0.05% | 0.07% | 303 | -5,101 | -18.84% | Q4 2025 | Feb 09, 2026 |
| Sciencast Management LP | History | New | 21,471 | 317 | 0.04% | — | 304 | +21,471 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | Added to | 21,394 | 316 | 0.05% | 0.05% | 305 | +440 | 2.1% | Q4 2025 | Jan 29, 2026 |
| Jacobs Equity LLC | History | New | 21,150 | 313 | 0.3% | — | 306 | +21,150 | New | Q4 2025 | Feb 19, 2026 |
| Independent Wealth Network Inc. | History | Added to | 20,966 | 310 | 0.09% | 0.09% | 307 | +2,447 | 13.21% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 20,841 | 308 | 0.0% | 0.0% | 308 | +2,845 | 15.81% | Q4 2025 | Feb 17, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 20,776 | 307 | 0.05% | 0.06% | 309 | +314 | 1.53% | Q4 2025 | Jan 07, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 20,580 | 304 | 0.11% | 0.11% | 310 | +750 | 3.78% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 20,238 | 299 | 0.01% | 0.04% | 311 | -70,021 | -77.58% | Q4 2025 | Feb 17, 2026 |
| Capital Management Associates, Inc | History | No change | 20,142 | 298 | 0.07% | 0.08% | 312 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HRT FINANCIAL LP | History | Reduced | 20,093 | 297 | 0.0% | 0.0% | 313 | -66,911 | -76.91% | Q4 2025 | Feb 12, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 20,001 | 296 | 0.02% | 1.08% | 314 | -608,520 | -96.82% | Q4 2025 | Feb 09, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 19,879 | 293 | 0.04% | 0.04% | 315 | -1,962 | -8.98% | Q4 2025 | Feb 11, 2026 |
| Rydar Equities, Inc. | History | Reduced | 19,231 | 284 | 0.22% | 0.24% | 316 | -644 | -3.24% | Q4 2025 | Jan 21, 2026 |
| StoneX Group Inc. | History | New | 18,811 | 278 | 0.01% | — | 317 | +18,811 | New | Q4 2025 | Feb 12, 2026 |
| Kendall Capital Management | History | Reduced | 18,822 | 278 | 0.06% | 0.1% | 318 | -11,095 | -37.09% | Q4 2025 | Jan 16, 2026 |
| FLC Capital Advisors | History | Reduced | 18,671 | 276 | 0.05% | 0.06% | 319 | -2,889 | -13.4% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 18,318 | 271 | 0.01% | 0.01% | 320 | -2,810 | -13.3% | Q4 2025 | Feb 02, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 18,254 | 270 | 0.02% | 0.02% | 321 | +1,093 | 6.37% | Q4 2025 | Jan 07, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Added to | 425,000 | 266 | 0.02% | 0.1% | 322 | +225,000 | 112.5% | Q4 2025 | Feb 25, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 18,012 | 266 | 0.12% | 0.12% | 323 | +291 | 1.64% | Q4 2025 | Jan 14, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 17,874 | 264 | 0.1% | 0.13% | 324 | -3,307 | -15.61% | Q4 2025 | Feb 04, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 17,721 | 262 | 0.01% | 0.01% | 325 | -2,336 | -11.65% | Q4 2025 | Feb 04, 2026 |
| Symmetry Partners, LLC | History | Reduced | 17,701 | 262 | 0.02% | 0.03% | 326 | -227 | -1.27% | Q4 2025 | Jan 27, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 17,237 | 255 | 0.01% | 0.01% | 327 | -674 | -3.76% | Q4 2025 | Feb 06, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 17,249 | 255 | 0.14% | 0.15% | 328 | -665 | -3.71% | Q4 2025 | Feb 10, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 17,216 | 254 | 0.19% | — | 330 | +17,216 | New | Q4 2025 | Feb 11, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 17,157 | 254 | 0.07% | 0.07% | 329 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 16,914 | 250 | 0.02% | 0.02% | 331 | -936 | -5.24% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,785 | 248 | 0.0% | 0.0% | 332 | -18,007 | -51.76% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 16,703 | 247 | 0.02% | 0.01% | 333 | +3,389 | 25.45% | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 16,745 | 247 | 0.0% | 0.0% | 334 | +3,047 | 22.24% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 16,616 | 246 | 0.01% | 0.02% | 335 | -3,410 | -17.03% | Q4 2025 | Feb 05, 2026 |
| Second Line Capital, LLC | History | Reduced | 16,668 | 246 | 0.05% | 0.06% | 336 | -2,783 | -14.31% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 16,649 | 246 | 0.01% | 0.01% | 337 | +141 | 0.85% | Q4 2025 | Jan 29, 2026 |
| Keystone Financial Group | History | Reduced | 16,600 | 245 | 0.02% | 0.02% | 338 | -442 | -2.59% | Q4 2025 | Feb 06, 2026 |
| OneAscent Financial Services LLC | History | New | 16,360 | 242 | 0.02% | — | 339 | +16,360 | New | Q4 2025 | Feb 11, 2026 |
| JB Capital LLC | History | Added to | 15,678 | 232 | 0.01% | 0.01% | 340 | +631 | 4.19% | Q4 2025 | Jan 20, 2026 |
| Souders Financial Advisors | History | Added to | 15,527 | 229 | 0.03% | 0.02% | 341 | +1,962 | 14.46% | Q4 2025 | Feb 02, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 15,427 | 228 | 0.13% | — | 342 | +15,427 | New | Q4 2025 | Feb 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 15,368 | 227 | 0.01% | 0.04% | 343 | -103,009 | -87.02% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 15,230 | 225 | 0.01% | 0.03% | 344 | -30,185 | -66.46% | Q4 2025 | Feb 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 15,095 | 223 | 0.09% | 0.3% | 347 | -32,214 | -68.09% | Q4 2025 | Feb 05, 2026 |
| SageGuard Financial Group, LLC | History | New | 15,093 | 223 | 0.04% | — | 345 | +15,093 | New | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 15,059 | 223 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 15,317 | 221 | 0.06% | 0.06% | 348 | -228 | -1.47% | Q4 2025 | Jan 26, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 14,829 | 219 | 0.11% | 0.17% | 349 | -14,829 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Bayesian Capital Management, LP | History | New | 14,497 | 214 | 0.49% | — | 350 | +14,497 | New | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 14,508 | 214 | 0.0% | 0.01% | 351 | -9,332 | -39.14% | Q4 2025 | Feb 04, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 14,357 | 212 | 0.03% | 0.08% | 352 | -19,518 | -57.62% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 14,159 | 209 | 0.0% | — | 353 | +14,159 | New | Q4 2025 | Feb 05, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 14,028 | 207 | 0.05% | 0.07% | 354 | -1,136 | -7.49% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,950 | 206 | 0.0% | 0.0% | 355 | -3,865 | -21.7% | Q4 2025 | Jan 30, 2026 |
| Brookstone Capital Management | History | Reduced | 13,913 | 206 | 0.0% | 0.0% | 356 | -2,589 | -15.69% | Q4 2025 | Jan 15, 2026 |
| Advisory Alpha, LLC | History | Reduced | 13,891 | 205 | 0.01% | 0.01% | 358 | -5,879 | -29.74% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 13,899 | 205 | 0.0% | 0.0% | 357 | -153 | -1.09% | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | Added to | 13,764 | 203 | 0.01% | 0.01% | 359 | +2,796 | 25.49% | Q4 2025 | Jan 14, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 13,527 | 200 | 0.08% | 0.13% | 360 | -6,740 | -33.26% | Q4 2025 | Feb 03, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 13,437 | 198 | 0.06% | 0.07% | 361 | -1,348 | -9.12% | Q4 2025 | Feb 09, 2026 |
| BOS Asset Management, LLC | History | No change | 13,418 | 198 | 0.05% | 0.06% | 362 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,265 | 196 | 0.0% | 0.0% | 363 | +587 | 4.63% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Reduced | 13,226 | 195 | 0.01% | 0.11% | 364 | -169,097 | -92.75% | Q4 2025 | Jan 27, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 13,043 | 193 | 0.1% | 0.13% | 365 | -3,802 | -22.57% | Q4 2025 | Jan 23, 2026 |
| Planned Solutions, Inc. | History | No change | 12,968 | 192 | 0.06% | 0.07% | 366 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 12,686 | 187 | 0.16% | 0.07% | 367 | -30,710 | -70.77% | Q4 2025 | Feb 06, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 12,612 | 186 | 0.07% | 0.07% | 368 | -110 | -0.86% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 12,206 | 180 | 0.0% | 0.0% | 369 | -2,191 | -15.22% | Q4 2025 | Feb 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 12,039 | 178 | 0.01% | 0.02% | 370 | -11,732 | -49.35% | Q4 2025 | Feb 13, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 12,068 | 178 | 0.02% | 0.03% | 372 | -4,483 | -27.09% | Q4 2025 | Mar 03, 2026 |
| Permanens Capital L.P. | History | No change | 12,058 | 178 | 0.02% | 0.03% | 371 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 12,412 | 177 | 0.01% | 0.02% | 374 | -16,328 | -56.81% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisors, LLC | History | New | 11,956 | 177 | 0.0% | — | 373 | +11,956 | New | Q4 2025 | Jan 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 11,993 | 177 | 0.01% | 0.02% | 375 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 12,211 | 176 | 0.03% | 0.05% | 377 | -6,680 | -35.36% | Q4 2025 | Jan 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 11,892 | 176 | 0.0% | 0.0% | 376 | -259 | -2.13% | Q4 2025 | Jan 05, 2026 |
| TRUIST FINANCIAL CORP | History | New | 11,832 | 175 | 0.0% | — | 378 | +11,832 | New | Q4 2025 | Feb 02, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 11,743 | 173 | 0.09% | 0.11% | 379 | -827 | -6.58% | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | Reduced | 11,622 | 172 | 0.01% | 0.01% | 380 | -2,319 | -16.63% | Q4 2025 | Feb 05, 2026 |
| American Capital Advisory, LLC | History | New | 11,400 | 168 | 0.07% | — | 382 | +11,400 | New | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,408 | 168 | 0.0% | 0.0% | 381 | +6,098 | 114.84% | Q4 2025 | Feb 17, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 12,580 | 165 | 0.04% | 0.1% | 383 | -16,756 | -57.12% | Q4 2025 | Feb 05, 2026 |
| Synergy Investment Management, LLC | History | New | 11,189 | 165 | 0.06% | — | 384 | +11,189 | New | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 11,361 | 164 | 0.01% | 0.0% | 385 | +6,489 | 133.19% | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 11,086 | 164 | 0.02% | 0.02% | 386 | +308 | 2.86% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | New | 11,040 | 163 | 0.0% | — | 387 | +11,040 | New | Q4 2025 | Feb 17, 2026 |
| Impact Partnership Wealth, LLC | History | New | 10,940 | 162 | 0.02% | — | 388 | +10,940 | New | Q4 2025 | Feb 10, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 10,925 | 161 | 0.1% | 0.22% | 389 | -13,045 | -54.42% | Q4 2025 | Jan 12, 2026 |
| Americana Partners, LLC | History | New | 10,895 | 161 | 0.0% | — | 392 | +10,895 | New | Q4 2025 | Feb 06, 2026 |
| Jacobi Capital Management LLC | History | New | 10,876 | 161 | 0.01% | — | 390 | +10,876 | New | Q4 2025 | Feb 13, 2026 |
| Castleview Partners, LLC | History | Reduced | 10,917 | 161 | 0.08% | 0.13% | 391 | -5,480 | -33.42% | Q4 2025 | Jan 12, 2026 |
| Petix & Botte Co | History | Reduced | 10,934 | 161 | 0.04% | 0.05% | 393 | -3,590 | -24.72% | Q4 2025 | Feb 05, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 10,864 | 160 | 0.19% | — | 394 | +10,864 | New | Q4 2025 | Feb 17, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 10,650 | 157 | 0.04% | 0.03% | 395 | -2,767 | -20.62% | Q4 2025 | Feb 13, 2026 |
| Arta Finance Wealth Management LLC | History | New | 10,551 | 156 | 0.08% | — | 397 | +10,551 | New | Q4 2025 | Jan 20, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 10,581 | 156 | 0.03% | 0.04% | 396 | +139 | 1.33% | Q4 2025 | Feb 03, 2026 |
| Rockport Wealth LLC | History | Reduced | 10,349 | 153 | 0.03% | 0.04% | 398 | -2,638 | -20.31% | Q4 2025 | Feb 06, 2026 |
| Advisors Capital Management, LLC | History | No change | 10,297 | 152 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 10,157 | 150 | 0.0% | — | 400 | +10,157 | New | Q4 2025 | Feb 10, 2026 |
| Accel Wealth Management | History | Added to | 10,168 | 150 | 0.04% | 0.04% | 401 | +13 | 0.13% | Q4 2025 | Jan 20, 2026 |
| KPP Advisory Services LLC | History | Reduced | 10,087 | 149 | 0.02% | 0.03% | 403 | -2,298 | -18.55% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 10,078 | 149 | 0.0% | 0.0% | 404 | -716 | -6.63% | Q4 2025 | Feb 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 10,071 | 149 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 9,818 | 145 | 0.0% | 0.0% | 405 | -3,447 | -25.99% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,631 | 142 | 0.01% | 0.01% | 406 | +224 | 2.38% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 9,416 | 139 | 0.0% | 0.0% | 407 | -4,614 | -32.89% | Q4 2025 | Feb 10, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 9,400 | 139 | 0.04% | 0.05% | 408 | -1,326 | -12.36% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,220 | 136 | 0.0% | 0.0% | 409 | -608 | -6.19% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 7,611 | 112 | 0.04% | 0.04% | 410 | +500 | 7.03% | Q4 2025 | Jan 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,346 | 108 | 0.0% | 0.0% | 411 | +343 | 4.9% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 6,419 | 95 | 0.0% | 0.0% | 412 | -2,582 | -28.69% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 6,103 | 90 | 0.0% | 0.0% | 413 | -11,760 | -65.83% | Q4 2025 | Feb 09, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 6,086 | 90 | 0.03% | 0.06% | 414 | -5,119 | -45.68% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Added to | 5,632 | 83 | 0.06% | 0.06% | 415 | +100 | 1.81% | Q4 2025 | Jan 28, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 5,500 | 81 | 0.01% | — | 416 | +5,500 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 5,403 | 80 | 0.0% | 0.0% | 417 | -3,181 | -37.06% | Q4 2025 | Feb 13, 2026 |
| EMC Capital Management | History | Reduced | 4,445 | 66 | 0.03% | 0.04% | 418 | -785 | -15.01% | Q4 2025 | Mar 09, 2026 |
| Advocate Investing Services LLC | History | New | 4,000 | 59 | 0.05% | — | 419 | +4,000 | New | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 3,621 | 53 | 0.01% | 0.01% | 420 | -1,013 | -21.86% | Q4 2025 | Feb 09, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 3,496 | 51 | 0.01% | 0.01% | 421 | -473 | -11.92% | Q4 2025 | Feb 06, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 3,500 | 51 | 0.04% | 0.04% | 422 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Strive Financial Group ,LLC | History | New | 3,381 | 50 | 0.02% | — | 423 | +3,381 | New | Q4 2025 | Feb 18, 2026 |
| Kingdom Financial Group LLC. | History | New | 3,358 | 49 | 0.02% | — | 425 | +3,358 | New | Q4 2025 | Feb 06, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 3,347 | 49 | 0.02% | 0.02% | 424 | -207 | -5.82% | Q4 2025 | Jan 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,194 | 47 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Roxbury Financial LLC | History | No change | 3,207 | 47 | 0.04% | 0.04% | 427 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 50,000 | 46 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| New Millennium Group LLC | History | Added to | 2,990 | 44 | 0.02% | 0.02% | 429 | +185 | 6.6% | Q4 2025 | Feb 06, 2026 |
| Knott David M Jr | History | No change | 2,875 | 42 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Raleigh Capital Management Inc. | History | No change | 2,762 | 40 | 0.01% | 0.02% | 431 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,678 | 39 | 0.0% | 0.0% | 432 | +1,789 | 201.24% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,633 | 38 | 0.0% | 0.01% | 433 | -3,637 | -58.01% | Q4 2025 | Jan 20, 2026 |
| Key FInancial Inc | History | No change | 2,620 | 38 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strategic Advocates LLC | History | Reduced | 2,526 | 37 | 0.01% | 0.01% | 435 | -19 | -0.75% | Q4 2025 | Feb 11, 2026 |
| Trust Co | History | No change | 2,463 | 36 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Activest Wealth Management | History | Reduced | 2,300 | 34 | 0.01% | 0.07% | 437 | -21,094 | -90.17% | Q4 2025 | Jan 30, 2026 |
| CX Institutional | History | Reduced | 2,228 | 33 | 0.0% | 0.0% | 438 | -2,606 | -53.91% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,249 | 33 | 0.0% | 0.0% | 441 | -162 | -6.72% | Q4 2025 | Jan 13, 2026 |
| Team Financial Group, LLC | History | No change | 2,261 | 33 | 0.01% | 0.02% | 439 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2,238 | 33 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 2,113 | 31 | 0.0% | 0.0% | 442 | -37,004 | -94.6% | Q4 2025 | Feb 10, 2026 |
| Basepoint Wealth LLC | History | New | 2,118 | 31 | 0.02% | — | 443 | +2,118 | New | Q4 2025 | Feb 10, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 2,078 | 30 | 0.0% | — | 444 | +2,078 | New | Q4 2025 | Jan 23, 2026 |
| Independence Bank of Kentucky | History | No change | 2,084 | 30 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EASTERN BANK | History | No change | 2,000 | 29 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 2,000 | 29 | 0.01% | 0.02% | 447 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,900 | 28 | 0.01% | — | 448 | +1,900 | New | Q4 2025 | Jan 16, 2026 |
| RMG Wealth Management LLC | History | Added to | 2,034 | 28 | 0.0% | 0.0% | 449 | +1,747 | 608.71% | Q4 2025 | Jan 29, 2026 |
| Jessup Wealth Management, Inc | History | New | 1,762 | 26 | 0.01% | — | 451 | +1,762 | New | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | Reduced | 1,785 | 26 | 0.0% | 0.0% | 450 | -1,000 | -35.91% | Q4 2025 | Feb 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,730 | 25 | 0.01% | — | 452 | +1,730 | New | Q4 2025 | Jan 20, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 1,644 | 24 | 0.01% | 0.01% | 453 | +82 | 5.25% | Q4 2025 | Feb 04, 2026 |
| Kozak & Associates, Inc. | History | Added to | 1,640 | 23 | 0.0% | 0.0% | 454 | +67 | 4.26% | Q4 2025 | Jan 12, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,617 | 23 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,500 | 22 | 0.02% | — | 457 | +1,500 | New | Q4 2025 | Feb 17, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,504 | 22 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 1,430 | 21 | 0.0% | 0.0% | 458 | +291 | 25.55% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,421 | 21 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,375 | 20 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Caitlin John, LLC | History | No change | 1,315 | 19 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,256 | 18 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | Reduced | 1,168 | 17 | 0.0% | 0.0% | 463 | -987 | -45.8% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,147 | 16 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,145 | 16 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,000 | 14 | 0.0% | 0.0% | 466 | -529 | -34.6% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 900 | 13 | 0.0% | — | 469 | +900 | New | Q4 2025 | Feb 05, 2026 |
| Concord Wealth Partners | History | Added to | 906 | 13 | 0.0% | 0.0% | 467 | +375 | 70.62% | Q4 2025 | Jan 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 938 | 13 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | Added to | 685 | 10 | 0.0% | 0.0% | 470 | +193 | 39.23% | Q4 2025 | Jan 16, 2026 |
| Compass Financial Services Inc | History | Reduced | 643 | 9 | 0.0% | 0.01% | 472 | -587 | -47.72% | Q4 2025 | Feb 27, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 668 | 9 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NCP Inc. | History | New | 563 | 8 | 0.01% | — | 474 | +563 | New | Q4 2025 | Feb 17, 2026 |
| Stephens Consulting, LLC | History | No change | 568 | 8 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 500 | 7 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Camelot Portfolios, LLC | History | New | 449 | 6 | 0.0% | — | 476 | +449 | New | Q4 2025 | Jan 29, 2026 |
| MCF Advisors LLC | History | No change | 472 | 6 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fairman Group, LLC | History | Reduced | 371 | 5 | 0.0% | 0.01% | 481 | -618 | -62.49% | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 400 | 5 | 0.0% | — | 478 | +400 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | No change | 367 | 5 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 403 | 5 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 300 | 4 | 0.0% | — | 483 | +300 | New | Q4 2025 | Feb 12, 2026 |
| Financial Management Professionals, Inc. | History | New | 282 | 4 | 0.0% | — | 482 | +282 | New | Q4 2025 | Jan 27, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 218 | 3 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 225 | 3 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 200 | 2 | 0.0% | — | 487 | +200 | New | Q4 2025 | Mar 04, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 183 | 2 | 0.0% | — | 488 | +183 | New | Q4 2025 | Feb 11, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 136 | 2 | 0.0% | 0.0% | 486 | +11 | 8.8% | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 75 | 1 | 0.0% | — | 492 | +75 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 84 | 1 | 0.0% | 0.0% | 491 | -24 | -22.22% | Q4 2025 | Feb 10, 2026 |
| ST GERMAIN D J CO INC | History | No change | 82 | 1 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | No change | 96 | 1 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GP Brinson Investments LLC | History | Closed out | 0 | 0 | — | 3.46% | — | -568,422 | -100.0% | Q3 2025 | Oct 01, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -440,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -128,400 | -100.0% | Q3 2025 | Mar 31, 2026 |
| BARD ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.38% | — | -92,918 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -78,182 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CONDOR CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.07% | — | -58,451 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -57,747 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bey-Douglas LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -45,745 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SHARPEPOINT LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -42,475 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -41,303 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Union Bancaire Privee, UBP SA | History | Reduced | 50,704 | 0 | — | 0.02% | — | -38,921 | -43.43% | Q4 2025 | Jan 05, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,433 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -32,791 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -32,259 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Wealthcare Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -31,620 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -25,016 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GENTRY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -24,036 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fiduciary Alliance LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,727 | -100.0% | Q3 2025 | Oct 08, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,267 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tyche Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,777 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Disciplined Investments, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -21,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,286 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -19,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTH EFFECTS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -16,100 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -15,789 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Calydon Capital | History | Closed out | 0 | 0 | — | 0.04% | — | -15,292 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,082 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PINKERTON WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,036 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,958 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Apella Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,640 | -100.0% | Q3 2025 | Oct 17, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,528 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Iron Gate Global Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,922 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,792 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -11,659 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,545 | -100.0% | Q3 2025 | Oct 08, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,427 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,219 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOWER BRIDGE ADVISORS | History | Closed out | 0 | 0 | — | 0.02% | — | -11,124 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,800 | -100.0% | Q3 2025 | Oct 16, 2025 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,519 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Creekside Partners | History | Closed out | 0 | 0 | — | 0.07% | — | -10,442 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Abbot Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -10,297 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ADVISORY RESEARCH INC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,057 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.1% | — | -9,848 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,046 | -100.0% | Q3 2025 | Nov 10, 2025 |
| High Note Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,539 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,202 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,543 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,361 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,283 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,234 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -941 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kimelman & Baird, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -902 | -100.0% | Q3 2025 | Nov 25, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -794 | -100.0% | Q3 2025 | Oct 07, 2025 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -776 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -755 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -585 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2025 | Nov 20, 2025 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q3 2025 | Oct 17, 2025 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -255 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PIN OAK INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 61 | 0 | — | — | — | +5 | 8.93% | Q4 2025 | Jan 22, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |