FS Specialty Lending Fund - FSSL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OAK HILL ADVISORS LP | History | New | 2,766,277 | 39,115 | 6.38% | — | 1 | +2,766,277 | New | Q4 2025 | Feb 17, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | New | 2,050,866 | 28,999 | 9.81% | — | 2 | +2,050,866 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 1,456,410 | 20,593 | 0.03% | — | 3 | +1,456,410 | New | Q4 2025 | Feb 12, 2026 |
| GCM Grosvenor Holdings, LLC | History | New | 1,365,394 | 19,306 | 2.74% | — | 4 | +1,365,394 | New | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 1,333,125 | 18,850 | 0.89% | — | 5 | +1,333,125 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 1,195,081 | 16,898 | 0.01% | — | 6 | +1,195,081 | New | Q4 2025 | Feb 10, 2026 |
| Almitas Capital LLC | History | New | 801,778 | 11,337 | 2.5% | — | 7 | +801,778 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | New | 751,511 | 10,626 | 0.0% | — | 8 | +751,511 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 730,150 | 10,324 | 0.0% | — | 9 | +730,150 | New | Q4 2025 | Feb 12, 2026 |
| NOMURA HOLDINGS INC | History | New | 699,579 | 9,892 | 0.01% | — | 10 | +699,579 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | New | 664,191 | 9,391 | 0.01% | — | 11 | +664,191 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 622,371 | 8,800 | 0.02% | — | 12 | +622,371 | New | Q4 2025 | Feb 05, 2026 |
| Pathstone Holdings, LLC | History | New | 437,737 | 6,189 | 0.02% | — | 13 | +437,737 | New | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | New | 430,044 | 6,080 | 0.04% | — | 14 | +430,044 | New | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | New | 369,131 | 5,219 | 0.0% | — | 15 | +369,131 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 328,958 | 4,651 | 0.01% | — | 16 | +328,958 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 300,918 | 4,254 | 0.0% | — | 17 | +300,918 | New | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | New | 262,623 | 3,713 | 0.02% | — | 18 | +262,623 | New | Q4 2025 | Feb 13, 2026 |
| COFG Advisors, LLC | History | New | 209,576 | 2,963 | 0.73% | — | 19 | +209,576 | New | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 200,944 | 2,841 | 0.03% | — | 20 | +200,944 | New | Q4 2025 | Jan 21, 2026 |
| XTX Topco Ltd | History | New | 152,450 | 2,155 | 0.06% | — | 21 | +152,450 | New | Q4 2025 | Feb 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | New | 146,423 | 2,070 | 0.04% | — | 22 | +146,423 | New | Q4 2025 | Jan 13, 2026 |
| Mariner, LLC | History | New | 143,033 | 2,022 | 0.0% | — | 23 | +143,033 | New | Q4 2025 | Feb 13, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | New | 140,119 | 1,981 | 1.34% | — | 24 | +140,119 | New | Q4 2025 | Feb 04, 2026 |
| North Ground Capital | History | New | 135,324 | 1,913 | 0.95% | — | 25 | +135,324 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | New | 135,134 | 1,911 | 0.01% | — | 26 | +135,134 | New | Q4 2025 | Jan 26, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 129,474 | 1,838 | 0.41% | — | 27 | +129,474 | New | Q4 2025 | Jan 14, 2026 |
| CHOREO, LLC | History | New | 120,342 | 1,681 | 0.02% | — | 28 | +120,342 | New | Q4 2025 | Jan 23, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 117,351 | 1,659 | 0.24% | — | 29 | +117,351 | New | Q4 2025 | Feb 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 112,977 | 1,597 | 0.37% | — | 30 | +112,977 | New | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | New | 108,941 | 1,540 | 0.01% | — | 31 | +108,941 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 106,696 | 1,493 | 0.0% | — | 32 | +106,696 | New | Q4 2025 | Jan 08, 2026 |
| Arete Wealth Advisors, LLC | History | New | 99,327 | 1,404 | 0.09% | — | 33 | +99,327 | New | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 97,128 | 1,373 | 0.01% | — | 34 | +97,128 | New | Q4 2025 | Feb 13, 2026 |
| Huntleigh Advisors, Inc. | History | New | 94,227 | 1,332 | 0.22% | — | 35 | +94,227 | New | Q4 2025 | Jan 29, 2026 |
| JB Capital LLC | History | New | 88,708 | 1,254 | 0.05% | — | 36 | +88,708 | New | Q4 2025 | Jan 20, 2026 |
| WealthPlan Investment Management, LLC | History | New | 86,673 | 1,225 | 0.08% | — | 37 | +86,673 | New | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | New | 81,935 | 1,158 | 0.05% | — | 38 | +81,935 | New | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 80,457 | 1,138 | 0.04% | — | 39 | +80,457 | New | Q4 2025 | Feb 23, 2026 |
| PFG Investments, LLC | History | New | 80,146 | 1,133 | 0.05% | — | 40 | +80,146 | New | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | New | 79,470 | 1,123 | 0.0% | — | 41 | +79,470 | New | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 71,270 | 1,007 | 0.0% | — | 42 | +71,270 | New | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | New | 70,109 | 991 | 0.03% | — | 43 | +70,109 | New | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 69,940 | 989 | 0.02% | — | 44 | +69,940 | New | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 64,593 | 913 | 0.01% | — | 45 | +64,593 | New | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | New | 64,256 | 908 | 0.02% | — | 46 | +64,256 | New | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 63,707 | 872 | 0.02% | — | 47 | +63,707 | New | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | New | 60,790 | 859 | 0.0% | — | 48 | +60,790 | New | Q4 2025 | Feb 06, 2026 |
| COHEN & STEERS, INC. | History | New | 60,000 | 848 | 0.0% | — | 49 | +60,000 | New | Q4 2025 | Feb 13, 2026 |
| Diversified Enterprises, LLC | History | New | 59,187 | 836 | 0.05% | — | 50 | +59,187 | New | Q4 2025 | Jan 28, 2026 |
| Inscription Capital, LLC | History | New | 57,845 | 817 | 0.08% | — | 51 | +57,845 | New | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | New | 52,634 | 744 | 0.0% | — | 52 | +52,634 | New | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | New | 51,434 | 727 | 0.0% | — | 53 | +51,434 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 49,101 | 694 | 0.0% | — | 54 | +49,101 | New | Q4 2025 | Feb 17, 2026 |
| Blackstone Inc. | History | New | 48,202 | 681 | 0.0% | — | 55 | +48,202 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 47,617 | 673 | 0.0% | — | 56 | +47,617 | New | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | New | 46,802 | 661 | 0.01% | — | 57 | +46,802 | New | Q4 2025 | Feb 03, 2026 |
| Empower Advisory Group, LLC | History | New | 45,803 | 647 | 0.0% | — | 58 | +45,803 | New | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 45,317 | 641 | 0.0% | — | 59 | +45,317 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | New | 44,693 | 631 | 0.01% | — | 60 | +44,693 | New | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | New | 44,113 | 623 | 0.0% | — | 61 | +44,113 | New | Q4 2025 | Feb 18, 2026 |
| Intrua Financial, LLC | History | New | 42,856 | 605 | 0.06% | — | 62 | +42,856 | New | Q4 2025 | Feb 05, 2026 |
| Soltis Investment Advisors LLC | History | New | 41,581 | 587 | 0.04% | — | 63 | +41,581 | New | Q4 2025 | Apr 02, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 40,648 | 574 | 0.01% | — | 64 | +40,648 | New | Q4 2025 | Jan 20, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 39,242 | 554 | 0.33% | — | 65 | +39,242 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 37,386 | 528 | 0.0% | — | 66 | +37,386 | New | Q4 2025 | Feb 05, 2026 |
| Flagship Private Wealth, LLC | History | New | 37,290 | 527 | 0.21% | — | 67 | +37,290 | New | Q4 2025 | Feb 04, 2026 |
| Arista Wealth Management, LLC | History | New | 36,483 | 515 | 0.06% | — | 68 | +36,483 | New | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 34,617 | 489 | 0.01% | — | 69 | +34,617 | New | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 34,487 | 487 | 0.01% | — | 70 | +34,487 | New | Q4 2025 | Feb 19, 2026 |
| WCG Wealth Advisors LLC | History | New | 34,129 | 482 | 0.01% | — | 71 | +34,129 | New | Q4 2025 | Feb 10, 2026 |
| Trivium Point Advisory, LLC | History | New | 33,623 | 475 | 0.05% | — | 72 | +33,623 | New | Q4 2025 | Jan 26, 2026 |
| Mason & Associates Inc | History | New | 33,158 | 468 | 0.09% | — | 74 | +33,158 | New | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | New | 33,155 | 468 | 0.0% | — | 73 | +33,155 | New | Q4 2025 | Jan 26, 2026 |
| Bleakley Financial Group, LLC | History | New | 33,128 | 468 | 0.01% | — | 75 | +33,128 | New | Q4 2025 | Feb 09, 2026 |
| Capital Asset Advisory Services LLC | History | New | 32,861 | 460 | 0.02% | — | 76 | +32,861 | New | Q4 2025 | Jan 09, 2026 |
| Redwood Wealth Management Group, LLC | History | New | 32,460 | 458 | 0.19% | — | 77 | +32,460 | New | Q4 2025 | Feb 03, 2026 |
| M Holdings Securities, Inc. | History | New | 32,300 | 457 | 0.03% | — | 78 | +32,300 | New | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | New | 32,273 | 456 | 0.0% | — | 79 | +32,273 | New | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | New | 31,991 | 452 | 0.01% | — | 80 | +31,991 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 31,359 | 443 | 0.03% | — | 81 | +31,359 | New | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | New | 31,181 | 440 | 0.0% | — | 82 | +31,181 | New | Q4 2025 | Feb 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 31,179 | 440 | 0.06% | — | 83 | +31,179 | New | Q4 2025 | Feb 04, 2026 |
| Dakota Wealth Management | History | New | 30,354 | 429 | 0.01% | — | 84 | +30,354 | New | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | New | 29,747 | 420 | 0.0% | — | 85 | +29,747 | New | Q4 2025 | Jan 26, 2026 |
| TrueMark Investments, LLC | History | New | 29,598 | 418 | 0.08% | — | 86 | +29,598 | New | Q4 2025 | Jan 14, 2026 |
| Apollon Wealth Management, LLC | History | New | 29,422 | 416 | 0.01% | — | 87 | +29,422 | New | Q4 2025 | Jan 22, 2026 |
| Advisor Resource Council | History | New | 29,784 | 399 | 0.14% | — | 88 | +29,784 | New | Q4 2025 | Feb 10, 2026 |
| Csenge Advisory Group | History | New | 27,343 | 386 | 0.02% | — | 89 | +27,343 | New | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | New | 26,983 | 381 | 0.02% | — | 90 | +26,983 | New | Q4 2025 | Feb 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 25,975 | 367 | 0.06% | — | 91 | +25,975 | New | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | New | 25,488 | 360 | 0.0% | — | 92 | +25,488 | New | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 25,350 | 358 | 0.0% | — | 93 | +25,350 | New | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 23,718 | 335 | 0.0% | — | 94 | +23,718 | New | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | New | 23,279 | 329 | 0.0% | — | 95 | +23,279 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 23,015 | 325 | 0.0% | — | 96 | +23,015 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | New | 22,726 | 321 | 0.01% | — | 97 | +22,726 | New | Q4 2025 | Feb 06, 2026 |
| BOS Asset Management, LLC | History | New | 22,512 | 318 | 0.09% | — | 98 | +22,512 | New | Q4 2025 | Jan 09, 2026 |
| BIP Wealth, LLC | History | New | 22,284 | 315 | 0.01% | — | 99 | +22,284 | New | Q4 2025 | Jan 21, 2026 |
| Financial Partners Group, Inc | History | New | 23,331 | 314 | 0.04% | — | 100 | +23,331 | New | Q4 2025 | Feb 03, 2026 |
| Valley Financial Group, Inc. | History | New | 22,249 | 314 | 0.18% | — | 101 | +22,249 | New | Q4 2025 | Feb 18, 2026 |
| CSS LLC/IL | History | New | 22,000 | 311 | 0.01% | — | 102 | +22,000 | New | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | New | 21,675 | 306 | 0.0% | — | 103 | +21,675 | New | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | New | 21,026 | 297 | 0.01% | — | 104 | +21,026 | New | Q4 2025 | Jan 20, 2026 |
| Legacy Capital Group California, Inc. | History | New | 20,485 | 289 | 0.07% | — | 105 | +20,485 | New | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | New | 19,859 | 280 | 0.01% | — | 106 | +19,859 | New | Q4 2025 | Jan 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 18,008 | 255 | 0.01% | — | 107 | +18,008 | New | Q4 2025 | Feb 03, 2026 |
| Plancorp, LLC | History | New | 17,722 | 250 | 0.01% | — | 108 | +17,722 | New | Q4 2025 | Feb 05, 2026 |
| KINTRA WEALTH, LLC | History | New | 17,144 | 242 | 0.03% | — | 109 | +17,144 | New | Q4 2025 | Feb 18, 2026 |
| Crumly & Associates Inc. | History | New | 16,986 | 240 | 0.05% | — | 110 | +16,986 | New | Q4 2025 | Jan 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 16,967 | 239 | 0.11% | — | 111 | +16,967 | New | Q4 2025 | Feb 03, 2026 |
| Strategic Financial Partners, Ltd. | History | New | 16,883 | 238 | 0.1% | — | 112 | +16,883 | New | Q4 2025 | Feb 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 16,695 | 236 | 0.01% | — | 113 | +16,695 | New | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | New | 16,655 | 235 | 0.0% | — | 114 | +16,655 | New | Q4 2025 | Jan 15, 2026 |
| Western Wealth Management, LLC | History | New | 16,592 | 234 | 0.01% | — | 116 | +16,592 | New | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 16,583 | 234 | 0.0% | — | 115 | +16,583 | New | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | New | 16,413 | 232 | 0.0% | — | 117 | +16,413 | New | Q4 2025 | Feb 06, 2026 |
| WealthPLAN Partners, LLC | History | New | 16,201 | 229 | 0.03% | — | 118 | +16,201 | New | Q4 2025 | Feb 12, 2026 |
| Clarion Wealth Managment Partners, LLC | History | New | 15,742 | 222 | 0.21% | — | 119 | +15,742 | New | Q4 2025 | Feb 05, 2026 |
| Inspire Advisors, LLC | History | New | 15,524 | 219 | 0.02% | — | 120 | +15,524 | New | Q4 2025 | Feb 13, 2026 |
| Quaker Wealth Management, LLC | History | New | 15,022 | 215 | 0.07% | — | 121 | +15,022 | New | Q4 2025 | Jan 28, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | New | 15,177 | 214 | 0.01% | — | 122 | +15,177 | New | Q4 2025 | Feb 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 15,087 | 213 | 0.01% | — | 123 | +15,087 | New | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | New | 14,641 | 207 | 0.0% | — | 124 | +14,641 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | New | 14,562 | 205 | 0.0% | — | 125 | +14,562 | New | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | New | 13,320 | 188 | 0.02% | — | 126 | +13,320 | New | Q4 2025 | Jan 26, 2026 |
| Apeiron RIA LLC | History | New | 13,570 | 181 | 0.04% | — | 128 | +13,570 | New | Q4 2025 | Feb 03, 2026 |
| Integrated Advisors Network LLC | History | New | 12,869 | 181 | 0.01% | — | 127 | +12,869 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | New | 12,800 | 180 | 0.0% | — | 129 | +12,800 | New | Q4 2025 | Feb 02, 2026 |
| Jacobi Capital Management LLC | History | New | 12,655 | 178 | 0.01% | — | 130 | +12,655 | New | Q4 2025 | Feb 13, 2026 |
| Winthrop Advisory Group LLC | History | New | 12,485 | 176 | 0.01% | — | 131 | +12,485 | New | Q4 2025 | Jan 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 12,126 | 171 | 0.01% | — | 132 | +12,126 | New | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | New | 12,082 | 170 | 0.0% | — | 133 | +12,082 | New | Q4 2025 | Feb 11, 2026 |
| Independent Wealth Network Inc. | History | New | 11,944 | 168 | 0.05% | — | 136 | +11,944 | New | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | New | 11,940 | 168 | 0.0% | — | 134 | +11,940 | New | Q4 2025 | Feb 10, 2026 |
| MONECO ADVISORS, LLC | History | New | 11,917 | 168 | 0.01% | — | 135 | +11,917 | New | Q4 2025 | Feb 04, 2026 |
| Sowell Financial Services LLC | History | New | 11,583 | 163 | 0.01% | — | 137 | +11,583 | New | Q4 2025 | Jan 21, 2026 |
| Kathmere Capital Management, LLC | History | New | 11,515 | 162 | 0.01% | — | 138 | +11,515 | New | Q4 2025 | Jan 13, 2026 |
| World Investment Advisors | History | New | 11,281 | 159 | 0.0% | — | 140 | +11,281 | New | Q4 2025 | Mar 12, 2026 |
| Janney Montgomery Scott LLC | History | New | 11,263 | 159 | 0.0% | — | 139 | +11,263 | New | Q4 2025 | Feb 11, 2026 |
| Harvest Investment Services, LLC | History | New | 11,016 | 155 | 0.03% | — | 141 | +11,016 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 10,295 | 145 | 0.01% | — | 142 | +10,295 | New | Q4 2025 | Feb 05, 2026 |
| Quarry LP | History | New | 9,193 | 129 | 0.02% | — | 143 | +9,193 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 8,794 | 124 | 0.0% | — | 144 | +8,794 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 8,167 | 115 | 0.01% | — | 145 | +8,167 | New | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | New | 7,242 | 102 | 0.02% | — | 146 | +7,242 | New | Q4 2025 | Jan 12, 2026 |
| CVA Family Office, LLC | History | New | 7,023 | 99 | 0.01% | — | 147 | +7,023 | New | Q4 2025 | Jan 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 6,599 | 93 | 0.0% | — | 148 | +6,599 | New | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 6,546 | 92 | 0.0% | — | 149 | +6,546 | New | Q4 2025 | Feb 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 6,474 | 91 | 0.02% | — | 150 | +6,474 | New | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | New | 6,060 | 85 | 0.01% | — | 151 | +6,060 | New | Q4 2025 | Jan 29, 2026 |
| IAG Wealth Partners, LLC | History | New | 5,971 | 84 | 0.01% | — | 152 | +5,971 | New | Q4 2025 | Feb 10, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 6,140 | 82 | 0.06% | — | 153 | +6,140 | New | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | New | 5,710 | 80 | 0.01% | — | 154 | +5,710 | New | Q4 2025 | Jan 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 5,475 | 77 | 0.0% | — | 155 | +5,475 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | New | 5,382 | 76 | 0.0% | — | 156 | +5,382 | New | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | New | 5,031 | 71 | 0.01% | — | 157 | +5,031 | New | Q4 2025 | Feb 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 4,776 | 67 | 0.0% | — | 158 | +4,776 | New | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | New | 4,255 | 60 | 0.01% | — | 159 | +4,255 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 4,108 | 58 | 0.0% | — | 160 | +4,108 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 4,022 | 56 | 0.0% | — | 161 | +4,022 | New | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | New | 3,970 | 56 | 0.02% | — | 162 | +3,970 | New | Q4 2025 | Feb 06, 2026 |
| United Financial Planning Group LLC | History | New | 3,651 | 51 | 0.03% | — | 163 | +3,651 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | New | 3,384 | 47 | 0.0% | — | 164 | +3,384 | New | Q4 2025 | Jan 20, 2026 |
| Tidemark, LLC | History | New | 3,264 | 46 | 0.01% | — | 165 | +3,264 | New | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | New | 2,927 | 41 | 0.02% | — | 166 | +2,927 | New | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | New | 2,887 | 40 | 0.0% | — | 167 | +2,887 | New | Q4 2025 | Feb 04, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 2,848 | 40 | 0.01% | — | 168 | +2,848 | New | Q4 2025 | Feb 04, 2026 |
| ORG Wealth Partners, LLC | History | New | 2,637 | 37 | 0.01% | — | 169 | +2,637 | New | Q4 2025 | Jan 14, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 2,576 | 36 | 0.01% | — | 170 | +2,576 | New | Q4 2025 | Jan 22, 2026 |
| GPS Wealth Strategies Group, LLC | History | New | 2,430 | 34 | 0.03% | — | 171 | +2,430 | New | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,390 | 33 | 0.0% | — | 172 | +2,390 | New | Q4 2025 | Feb 02, 2026 |
| Johnson Financial Group, Inc. | History | New | 2,388 | 33 | 0.0% | — | 173 | +2,388 | New | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | New | 2,229 | 31 | 0.0% | — | 174 | +2,229 | New | Q4 2025 | Jan 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 2,212 | 31 | 0.01% | — | 175 | +2,212 | New | Q4 2025 | Jan 09, 2026 |
| CIBC Private Wealth Group LLC | History | New | 2,028 | 28 | 0.0% | — | 176 | +2,028 | New | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 1,964 | 27 | 0.0% | — | 177 | +1,964 | New | Q4 2025 | Jan 07, 2026 |
| Avion Wealth | History | New | 1,964 | 27 | 0.01% | — | 178 | +1,964 | New | Q4 2025 | Jan 23, 2026 |
| Advocate Investing Services LLC | History | New | 1,959 | 27 | 0.02% | — | 179 | +1,959 | New | Q4 2025 | Feb 12, 2026 |
| Bernard Wealth Management Corp. | History | New | 1,752 | 24 | 0.01% | — | 180 | +1,752 | New | Q4 2025 | Jan 15, 2026 |
| WPG Advisers, LLC | History | New | 1,717 | 24 | 0.02% | — | 181 | +1,717 | New | Q4 2025 | Jan 28, 2026 |
| SHP Wealth Management | History | New | 1,634 | 23 | 0.0% | — | 182 | +1,634 | New | Q4 2025 | Mar 04, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,534 | 21 | 0.0% | — | 184 | +1,534 | New | Q4 2025 | Feb 13, 2026 |
| Raleigh Capital Management Inc. | History | New | 1,532 | 21 | 0.01% | — | 183 | +1,532 | New | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | New | 1,515 | 21 | 0.01% | — | 185 | +1,515 | New | Q4 2025 | Feb 17, 2026 |
| PFS Partners, LLC | History | New | 1,479 | 20 | 0.01% | — | 188 | +1,479 | New | Q4 2025 | Jan 16, 2026 |
| First Pacific Financial | History | New | 1,471 | 20 | 0.0% | — | 187 | +1,471 | New | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,424 | 20 | 0.0% | — | 186 | +1,424 | New | Q4 2025 | Feb 17, 2026 |
| HighMark Wealth Management LLC | History | New | 1,388 | 19 | 0.01% | — | 190 | +1,388 | New | Q4 2025 | Feb 05, 2026 |
| BFSG, LLC | History | New | 1,381 | 19 | 0.0% | — | 189 | +1,381 | New | Q4 2025 | Jan 22, 2026 |
| Estate Planners Group, LLC | History | New | 1,280 | 18 | 0.01% | — | 193 | +1,280 | New | Q4 2025 | Apr 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 1,275 | 18 | 0.0% | — | 191 | +1,275 | New | Q4 2025 | Jan 14, 2026 |
| Truvestments Capital LLC | History | New | 1,275 | 18 | 0.0% | — | 192 | +1,275 | New | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 1,246 | 17 | 0.0% | — | 194 | +1,246 | New | Q4 2025 | Feb 13, 2026 |
| West Financial Advisors, LLC | History | New | 1,022 | 14 | 0.0% | — | 195 | +1,022 | New | Q4 2025 | Jan 13, 2026 |
| SWAN Capital LLC | History | New | 999 | 14 | 0.01% | — | 196 | +999 | New | Q4 2025 | Feb 12, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,032 | 13 | 0.01% | — | 198 | +1,032 | New | Q4 2025 | Feb 10, 2026 |
| DecisionPoint Financial, LLC | History | New | 940 | 13 | 0.0% | — | 197 | +940 | New | Q4 2025 | Jan 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 916 | 12 | 0.01% | — | 200 | +916 | New | Q4 2025 | Jan 14, 2026 |
| Darwin Wealth Management, LLC | History | New | 900 | 12 | 0.0% | — | 199 | +900 | New | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | New | 824 | 11 | 0.0% | — | 201 | +824 | New | Q4 2025 | Feb 09, 2026 |
| McIlrath & Eck, LLC | History | New | 771 | 10 | 0.0% | — | 203 | +771 | New | Q4 2025 | Feb 03, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 764 | 10 | 0.0% | — | 202 | +764 | New | Q4 2025 | Feb 11, 2026 |
| Navigoe, LLC | History | New | 714 | 10 | 0.01% | — | 204 | +714 | New | Q4 2025 | Feb 03, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 675 | 9 | 0.0% | — | 206 | +675 | New | Q4 2025 | Jan 27, 2026 |
| MCF Advisors LLC | History | New | 670 | 9 | 0.0% | — | 205 | +670 | New | Q4 2025 | Feb 11, 2026 |
| Strive Financial Group ,LLC | History | New | 664 | 9 | 0.0% | — | 207 | +664 | New | Q4 2025 | Feb 18, 2026 |
| BlackRock, Inc. | History | New | 603 | 8 | 0.0% | — | 210 | +603 | New | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | New | 598 | 8 | 0.0% | — | 209 | +598 | New | Q4 2025 | Feb 04, 2026 |
| Rockefeller Capital Management L.P. | History | New | 567 | 8 | 0.0% | — | 208 | +567 | New | Q4 2025 | Mar 16, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 540 | 8 | 0.01% | — | 211 | +540 | New | Q4 2025 | Feb 12, 2026 |
| New England Capital Financial Advisors LLC | History | New | 519 | 7 | 0.0% | — | 212 | +519 | New | Q4 2025 | Feb 02, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 507 | 7 | 0.0% | — | 213 | +507 | New | Q4 2025 | Jan 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 499 | 7 | 0.01% | — | 214 | +499 | New | Q4 2025 | Feb 10, 2026 |
| Networth Advisors, LLC | History | New | 490 | 6 | 0.0% | — | 221 | +490 | New | Q4 2025 | Jan 22, 2026 |
| Key FInancial Inc | History | New | 484 | 6 | 0.0% | — | 217 | +484 | New | Q4 2025 | Feb 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 477 | 6 | 0.0% | — | 215 | +477 | New | Q4 2025 | Jan 20, 2026 |
| Frazier Financial Advisors, LLC | History | New | 454 | 6 | 0.0% | — | 220 | +454 | New | Q4 2025 | Feb 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 443 | 6 | 0.0% | — | 218 | +443 | New | Q4 2025 | Feb 05, 2026 |
| Jessup Wealth Management, Inc | History | New | 434 | 6 | 0.0% | — | 219 | +434 | New | Q4 2025 | Feb 11, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 425 | 6 | 0.0% | — | 216 | +425 | New | Q4 2025 | Jan 28, 2026 |
| Wealth Watch Advisors, INC | History | New | 413 | 5 | 0.0% | — | 224 | +413 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | New | 402 | 5 | 0.0% | — | 223 | +402 | New | Q4 2025 | Jan 23, 2026 |
| NorthAvenue LLC | History | New | 386 | 5 | 0.0% | — | 227 | +386 | New | Q4 2025 | Apr 02, 2026 |
| Sunrise Financial Services, LLC | History | New | 380 | 5 | 0.0% | — | 226 | +380 | New | Q4 2025 | Feb 11, 2026 |
| Key Capital Management, INC | History | New | 374 | 5 | 0.0% | — | 225 | +374 | New | Q4 2025 | Jan 26, 2026 |
| HM PAYSON & CO | History | New | 356 | 5 | 0.0% | — | 222 | +356 | New | Q4 2025 | Feb 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 344 | 4 | 0.0% | — | 228 | +344 | New | Q4 2025 | Feb 06, 2026 |
| MidFirst Bank | History | New | 330 | 4 | 0.0% | — | 231 | +330 | New | Q4 2025 | Feb 25, 2026 |
| RHL GROUP, LLC | History | New | 315 | 4 | 0.0% | — | 230 | +315 | New | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | New | 285 | 4 | 0.0% | — | 229 | +285 | New | Q4 2025 | Jan 16, 2026 |
| Stephens Consulting, LLC | History | New | 281 | 3 | 0.0% | — | 238 | +281 | New | Q4 2025 | Jan 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 275 | 3 | 0.0% | — | 236 | +275 | New | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | New | 274 | 3 | 0.0% | — | 235 | +274 | New | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 271 | 3 | 0.0% | — | 234 | +271 | New | Q4 2025 | Feb 13, 2026 |
| POM Investment Strategies, LLC | History | New | 268 | 3 | 0.0% | — | 237 | +268 | New | Q4 2025 | Feb 17, 2026 |
| Financial Freedom, LLC | History | New | 263 | 3 | 0.0% | — | 239 | +263 | New | Q4 2025 | Feb 17, 2026 |
| GODSEY & GIBB, INC | History | New | 252 | 3 | 0.0% | — | 232 | +252 | New | Q4 2025 | Jan 27, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 225 | 3 | 0.0% | — | 233 | +225 | New | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 211 | 2 | 0.0% | — | 240 | +211 | New | Q4 2025 | Jan 23, 2026 |
| Beacon Capital Management, Inc. | History | New | 202 | 2 | 0.0% | — | 241 | +202 | New | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | New | 161 | 2 | 0.0% | — | 242 | +161 | New | Q4 2025 | Feb 11, 2026 |
| Motiv8 Investments LLC | History | New | 143 | 2 | 0.0% | — | 243 | +143 | New | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 136 | 1 | 0.0% | — | 244 | +136 | New | Q4 2025 | Feb 18, 2026 |