FIRST TRUST EXCHANGE-TRADED FUND IV - FTSL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 58 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 4,226,966 | 193,933 | 0.01% | 0.01% | 1 | -335,484 | -7.35% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,990,621 | 91,329 | 0.02% | 0.03% | 2 | -46,564 | -2.29% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,829,680 | 83,945 | 0.02% | 0.02% | 3 | -122,561 | -6.28% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,743,492 | 79,991 | 0.01% | 0.01% | 4 | -78,740 | -4.32% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,550,685 | 71,145 | 0.01% | — | 5 | +1,550,685 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,395,776 | 64,038 | 0.02% | 0.02% | 6 | -167,385 | -10.71% | Q4 2025 | Feb 18, 2026 |
| One Capital Management, LLC | History | Added to | 1,263,061 | 57,949 | 1.75% | 1.66% | 7 | +128,141 | 11.29% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,101,459 | 50,546 | 0.04% | 0.04% | 8 | -52,233 | -4.53% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 815,183 | 37,400 | 0.01% | 0.01% | 9 | +31,935 | 4.08% | Q4 2025 | Jan 29, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 783,751 | 35,958 | 4.49% | 4.42% | 10 | +25,407 | 3.35% | Q4 2025 | Feb 06, 2026 |
| WELCH & FORBES LLC | History | Added to | 696,962 | 31,976 | 0.39% | 0.37% | 11 | +18,753 | 2.77% | Q4 2025 | Feb 10, 2026 |
| Virtue Capital Management, LLC | History | Added to | 688,784 | 31,622 | 4.87% | 0.03% | 12 | +671,080 | 3790.56% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | New | 650,182 | 29,830 | 0.03% | — | 13 | +650,182 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 612,700 | 28,110 | 0.01% | 0.01% | 14 | -7,863 | -1.27% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 578,982 | 26,564 | 0.04% | 0.04% | 15 | -15,740 | -2.65% | Q4 2025 | Feb 17, 2026 |
| Hikari Tsushin, Inc. | History | No change | 570,196 | 26,160 | 1.7% | 1.76% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TL Private Wealth | History | Added to | 534,764 | 24,631 | 9.48% | 9.47% | 17 | +18,521 | 3.59% | Q4 2025 | Jan 12, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 448,171 | 20,562 | 2.86% | 2.77% | 18 | +37,404 | 9.11% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 437,181 | 20,057 | 0.02% | 0.02% | 19 | +108,169 | 32.88% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 403,906 | 18,531 | 1.0% | 1.0% | 20 | +12,423 | 3.17% | Q4 2025 | Jan 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 394,355 | 18,092 | 0.02% | 0.02% | 21 | -37,562 | -8.7% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 327,713 | 15,035 | 0.04% | 0.04% | 22 | -4,334 | -1.31% | Q4 2025 | Feb 05, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 326,213 | 14,966 | 4.53% | 4.19% | 23 | +17,250 | 5.58% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 313,785 | 14,396 | 0.16% | 0.02% | 24 | +293,847 | 1473.8% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 313,750 | 14,394 | 0.0% | 0.0% | 25 | +154,662 | 97.22% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 312,161 | 14,322 | 0.04% | 0.04% | 26 | +23,177 | 8.02% | Q4 2025 | Jan 26, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 309,472 | 14,198 | 3.18% | 3.22% | 27 | +1,053 | 0.34% | Q4 2025 | Jan 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 307,637 | 14,114 | 0.05% | 0.06% | 28 | +15,849 | 5.43% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 271,259 | 12,445 | 0.06% | 0.05% | 29 | +52,480 | 23.99% | Q4 2025 | Feb 17, 2026 |
| CNO Financial Group, Inc. | History | Added to | 252,000 | 11,561 | 6.55% | 4.63% | 30 | +100,000 | 65.79% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 244,320 | 11,236 | 0.02% | 0.02% | 31 | +5,864 | 2.46% | Q4 2025 | Jan 08, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 231,800 | 10,634 | 0.5% | 0.44% | 32 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 211,871 | 9,720 | 0.79% | 0.82% | 33 | +4,377 | 2.11% | Q4 2025 | Jan 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 198,306 | 9,098 | 0.07% | 0.07% | 34 | +10,742 | 5.73% | Q4 2025 | Jan 14, 2026 |
| Nilsine Partners, LLC | History | Added to | 193,804 | 8,891 | 0.77% | 0.75% | 35 | +11,541 | 6.33% | Q4 2025 | Jan 15, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 181,110 | 8,309 | 5.3% | 5.42% | 36 | -3,326 | -1.8% | Q4 2025 | Jan 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 178,471 | 8,188 | 0.15% | 0.16% | 37 | +5,826 | 3.37% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 174,200 | 7,992 | 0.01% | 0.01% | 38 | -5,425 | -3.02% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 169,784 | 7,789 | 0.04% | 0.04% | 39 | +18,911 | 12.53% | Q4 2025 | Jan 12, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 163,210 | 7,488 | 2.81% | 2.0% | 40 | +50,783 | 45.17% | Q4 2025 | Feb 04, 2026 |
| CacheTech Inc. | History | Added to | 161,723 | 7,419 | 1.37% | 1.38% | 41 | +12,554 | 8.42% | Q4 2025 | Feb 18, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 160,036 | 7,342 | 1.61% | 1.62% | 42 | -1,526 | -0.94% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 159,889 | 7,335 | 0.39% | 0.42% | 43 | +12,394 | 8.4% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 157,634 | 7,232 | 0.0% | 0.0% | 44 | +31,707 | 25.18% | Q4 2025 | Mar 25, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 156,649 | 7,187 | 0.02% | 0.02% | 45 | +14,451 | 10.16% | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 155,424 | 7,130 | 0.87% | 0.89% | 46 | +4,536 | 3.01% | Q4 2025 | Jan 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 155,368 | 7,128 | 0.0% | 0.0% | 47 | +13,987 | 9.89% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 138,333 | 6,337 | 0.16% | 0.18% | 48 | -11,125 | -7.44% | Q4 2025 | Jan 28, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 134,381 | 6,165 | 3.26% | 3.21% | 49 | +2,592 | 1.97% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 134,324 | 6,162 | 0.12% | 0.13% | 50 | +4,897 | 3.78% | Q4 2025 | Feb 09, 2026 |
| Fairway Financial, LLC | History | Added to | 129,631 | 5,947 | 4.49% | 4.44% | 51 | +6,675 | 5.43% | Q4 2025 | Feb 04, 2026 |
| Adams Wealth Management | History | Reduced | 126,980 | 5,825 | 1.24% | 1.42% | 52 | -17,489 | -12.11% | Q4 2025 | Feb 18, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 126,840 | 5,819 | 2.32% | 2.45% | 53 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Petix & Botte Co | History | Added to | 124,115 | 5,694 | 1.29% | 1.12% | 54 | +18,574 | 17.6% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 122,646 | 5,626 | 0.01% | 0.0% | 55 | +28,477 | 30.24% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 117,698 | 5,399 | 0.02% | 0.02% | 56 | +4,154 | 3.66% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 117,515 | 5,392 | 0.09% | 0.09% | 57 | +2,228 | 1.93% | Q4 2025 | Feb 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 116,864 | 5,361 | 0.14% | 0.15% | 58 | -7,537 | -6.06% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 115,367 | 5,293 | 0.01% | 0.01% | 59 | +9,081 | 8.54% | Q4 2025 | Mar 16, 2026 |
| Little Harbor Advisors, LLC | History | Reduced | 113,261 | 5,196 | 2.68% | 2.85% | 60 | -11,275 | -9.05% | Q4 2025 | Feb 19, 2026 |
| Brookstone Capital Management | History | Reduced | 109,376 | 5,018 | 0.06% | 0.06% | 61 | -3,359 | -2.98% | Q4 2025 | Jan 15, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 96,959 | 4,448 | 1.15% | 1.78% | 62 | -46,796 | -32.55% | Q4 2025 | Jan 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 96,182 | 4,412 | 0.21% | 0.39% | 63 | +6,814 | 7.62% | Q4 2025 | Feb 17, 2026 |
| WMS Group LLC | History | New | 90,985 | 4,174 | 5.31% | — | 64 | +90,985 | New | Q4 2025 | Mar 03, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 90,816 | 4,166 | 0.04% | 0.04% | 65 | -3,233 | -3.44% | Q4 2025 | Feb 13, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 86,282 | 3,958 | 1.12% | 1.11% | 66 | +2,783 | 3.33% | Q4 2025 | Feb 05, 2026 |
| Aurora Private Wealth, Inc. | History | New | 85,271 | 3,912 | 2.57% | — | 67 | +85,271 | New | Q4 2025 | Feb 02, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 85,000 | 3,899 | 0.25% | 0.25% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 84,948 | 3,897 | 0.49% | 0.51% | 69 | +1,329 | 1.59% | Q4 2025 | Feb 13, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 84,177 | 3,862 | 0.73% | 0.8% | 70 | -2,244 | -2.6% | Q4 2025 | Feb 17, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 83,523 | 3,832 | 1.9% | — | 71 | +83,523 | New | Q4 2025 | Feb 25, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 83,510 | 3,831 | 0.25% | 0.24% | 72 | +5,285 | 6.76% | Q4 2025 | Jan 23, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 83,487 | 3,830 | 0.65% | 0.56% | 73 | +11,600 | 16.14% | Q4 2025 | Jan 29, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 81,350 | 3,732 | 0.12% | 0.14% | 74 | -15,047 | -15.61% | Q4 2025 | Jan 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 77,884 | 3,573 | 0.02% | 0.02% | 75 | -6,635 | -7.85% | Q4 2025 | Jan 29, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 77,490 | 3,555 | 1.33% | 1.36% | 76 | +850 | 1.11% | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 76,540 | 3,511 | 0.09% | 0.08% | 77 | +8,982 | 13.3% | Q4 2025 | Feb 17, 2026 |
| Oder Investment Management, LLC | History | Reduced | 76,373 | 3,502 | 2.54% | 2.68% | 78 | -4,914 | -6.05% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 75,023 | 3,442 | 0.05% | 0.05% | 79 | -11 | -0.01% | Q4 2025 | Feb 09, 2026 |
| Aspen Investment Management Inc | History | Reduced | 74,346 | 3,411 | 1.03% | 1.48% | 80 | -9,409 | -11.23% | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 68,946 | 3,163 | 0.12% | 0.1% | 81 | +13,140 | 23.55% | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | Added to | 68,851 | 3,158 | 0.25% | 0.25% | 82 | +3,701 | 5.68% | Q4 2025 | Jan 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 65,666 | 3,012 | 1.01% | 0.91% | 83 | +605 | 0.93% | Q4 2025 | Jan 13, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 64,862 | 2,975 | 0.68% | 0.73% | 84 | -4,716 | -6.78% | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 63,892 | 2,931 | 0.02% | 0.03% | 85 | -24,812 | -27.97% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 63,766 | 2,925 | 0.0% | 0.0% | 86 | +8,297 | 14.96% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 61,576 | 2,825 | 0.01% | 0.0% | 87 | +46,017 | 295.76% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 60,498 | 2,775 | 0.09% | 0.1% | 88 | -1,243 | -2.01% | Q4 2025 | Feb 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 60,455 | 2,773 | 0.07% | — | 89 | +60,455 | New | Q4 2025 | Feb 03, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 60,320 | 2,767 | 0.12% | 0.13% | 90 | -9,185 | -13.21% | Q4 2025 | Feb 17, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 57,015 | 2,615 | 0.89% | 0.65% | 91 | +14,042 | 32.68% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 56,808 | 2,606 | 0.0% | 0.0% | 92 | -61,354 | -51.92% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 56,226 | 2,579 | 0.05% | 0.06% | 93 | -2,422 | -4.13% | Q4 2025 | Feb 03, 2026 |
| TrueWealth Financial Partners | History | New | 55,358 | 2,539 | 2.1% | — | 94 | +55,358 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 55,358 | 2,539 | 2.1% | — | 95 | +55,358 | New | Q4 2025 | Feb 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 55,217 | 2,533 | 0.09% | 0.1% | 96 | -1,926 | -3.37% | Q4 2025 | Jan 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 54,176 | 2,486 | 0.02% | 0.02% | 97 | -1,061 | -1.92% | Q4 2025 | Jan 05, 2026 |
| First Financial Group Corp | History | Added to | 54,038 | 2,479 | 2.11% | 2.11% | 98 | +964 | 1.82% | Q4 2025 | Jan 28, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 53,205 | 2,441 | 0.81% | 0.78% | 99 | +2,295 | 4.51% | Q4 2025 | Feb 11, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 51,412 | 2,358 | 0.61% | 0.59% | 100 | +1,526 | 3.06% | Q4 2025 | Jan 22, 2026 |
| Valmark Advisers, Inc. | History | Added to | 49,052 | 2,250 | 0.03% | 0.02% | 101 | +6,874 | 16.3% | Q4 2025 | Jan 26, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 49,056 | 2,227 | 0.65% | 0.8% | 102 | -2,300 | -4.48% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 48,512 | 2,225 | 0.1% | 0.11% | 103 | -163 | -0.33% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 48,105 | 2,207 | 0.0% | 0.02% | 104 | -273,325 | -85.03% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 45,782 | 2,100 | 0.02% | 0.02% | 105 | +11,717 | 34.4% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 45,736 | 2,098 | 0.03% | 0.02% | 106 | +1,600 | 3.63% | Q4 2025 | Feb 02, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 44,263 | 2,031 | 0.12% | 0.13% | 107 | -353 | -0.79% | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 41,815 | 1,918 | 0.41% | 0.55% | 108 | -10,066 | -19.4% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Added to | 41,516 | 1,904 | 0.01% | 0.01% | 109 | +3,535 | 9.31% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 41,017 | 1,881 | 0.0% | 0.0% | 110 | -31,320 | -43.3% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 40,887 | 1,875 | 0.05% | 0.05% | 111 | +253 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 40,739 | 1,869 | 0.19% | 0.2% | 112 | -1,836 | -4.31% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Added to | 39,224 | 1,799 | 0.01% | 0.01% | 113 | +1,004 | 2.63% | Q4 2025 | Feb 13, 2026 |
| Presidio Capital Management, LLC | History | Added to | 39,200 | 1,798 | 0.54% | 0.47% | 114 | +10,163 | 35.0% | Q4 2025 | Jan 15, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 39,043 | 1,791 | 0.18% | 0.2% | 115 | -1,722 | -4.22% | Q4 2025 | Feb 17, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 38,763 | 1,778 | 0.89% | 1.32% | 116 | -2,270 | -5.53% | Q4 2025 | Feb 12, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 36,612 | 1,679 | 0.22% | 0.22% | 117 | +3,740 | 11.38% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 36,409 | 1,670 | 0.0% | 0.0% | 118 | -1,902 | -4.96% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 36,033 | 1,653 | 0.07% | 0.08% | 119 | -1,525 | -4.06% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 35,702 | 1,638 | 0.01% | 0.01% | 120 | -1,906 | -5.07% | Q4 2025 | Feb 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 35,110 | 1,610 | 0.07% | 0.08% | 121 | -1,778 | -4.82% | Q4 2025 | Feb 17, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 34,598 | 1,587 | 0.57% | 0.58% | 122 | +341 | 1.0% | Q4 2025 | Feb 10, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 34,058 | 1,562 | 1.56% | — | 123 | +34,058 | New | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 33,363 | 1,530 | 0.0% | 0.0% | 124 | +30,158 | 940.97% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 33,167 | 1,521 | 0.04% | 0.04% | 125 | -443 | -1.32% | Q4 2025 | Jan 28, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 32,875 | 1,508 | 0.76% | 0.77% | 126 | -2,343 | -6.65% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 31,625 | 1,450 | 0.69% | 0.78% | 127 | -5,852 | -15.61% | Q4 2025 | Feb 03, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 31,589 | 1,449 | 0.67% | 1.21% | 128 | -26,797 | -45.9% | Q4 2025 | Feb 09, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 31,223 | 1,432 | 0.26% | 0.33% | 129 | -5,004 | -13.81% | Q4 2025 | Feb 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 31,031 | 1,423 | 0.59% | 0.55% | 130 | +2,816 | 9.98% | Q4 2025 | Jan 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 31,012 | 1,422 | 0.15% | 0.15% | 131 | +1,619 | 5.51% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 30,858 | 1,415 | 0.01% | 0.0% | 132 | +16,471 | 114.49% | Q4 2025 | Feb 12, 2026 |
| Investors Research Corp | History | Reduced | 29,539 | 1,355 | 0.25% | 0.25% | 133 | -372 | -1.24% | Q4 2025 | Jan 06, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 28,608 | 1,312 | 1.02% | 1.29% | 134 | -7,504 | -20.78% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 27,945 | 1,282 | 0.0% | 0.0% | 135 | +3,195 | 12.91% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 27,304 | 1,253 | 0.0% | 0.0% | 136 | -16,078 | -37.06% | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 26,355 | 1,209 | 0.04% | 0.05% | 137 | -11,141 | -29.71% | Q4 2025 | Jan 09, 2026 |
| Hilltop Holdings Inc. | History | Added to | 25,690 | 1,178 | 0.07% | 0.06% | 138 | +2,486 | 10.71% | Q4 2025 | Feb 17, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 25,640 | 1,176 | 0.57% | 0.51% | 139 | +2,923 | 12.87% | Q4 2025 | Feb 19, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 25,467 | 1,168 | 0.01% | 0.01% | 140 | -8,355 | -24.7% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 25,462 | 1,168 | 0.25% | 0.24% | 141 | +1,111 | 4.56% | Q4 2025 | Jan 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 24,783 | 1,137 | 0.08% | 0.09% | 142 | +386 | 1.58% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 24,573 | 1,127 | 0.03% | 0.03% | 143 | +343 | 1.42% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 24,613 | 1,118 | 0.03% | 0.06% | 144 | -47,948 | -66.08% | Q4 2025 | Feb 11, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 23,611 | 1,083 | 1.4% | 1.76% | 145 | -1,744 | -6.88% | Q4 2025 | Jan 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 23,371 | 1,072 | 0.07% | 0.09% | 146 | -2,401 | -9.32% | Q4 2025 | Jan 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 23,076 | 1,058 | 0.03% | 0.04% | 147 | +10,852 | 88.78% | Q4 2025 | Feb 10, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 22,917 | 1,051 | 0.41% | 0.42% | 148 | -227 | -0.98% | Q4 2025 | Feb 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 22,887 | 1,050 | 0.23% | 0.17% | 149 | +5,779 | 33.78% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 22,622 | 1,037 | 0.01% | 0.02% | 150 | -590 | -2.54% | Q4 2025 | Feb 03, 2026 |
| Accel Wealth Management | History | Reduced | 22,359 | 1,025 | 0.28% | 0.35% | 151 | -3,925 | -14.93% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,153 | 1,016 | 0.01% | 0.0% | 152 | +21,439 | 3002.66% | Q4 2025 | Jan 23, 2026 |
| Financial Partners Group, Inc | History | Added to | 21,843 | 992 | 0.11% | 0.1% | 153 | +4,310 | 24.58% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,372 | 980 | 0.0% | 0.0% | 154 | +1,629 | 8.25% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 20,870 | 957 | 0.0% | 0.01% | 155 | -72,712 | -77.7% | Q4 2025 | Jan 23, 2026 |
| Sandro Wealth Management LLC | History | New | 20,634 | 946 | 0.78% | — | 156 | +20,634 | New | Q4 2025 | Feb 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 20,404 | 936 | 0.03% | 0.01% | 157 | +10,675 | 109.72% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 20,128 | 923 | 0.0% | — | 158 | +20,128 | New | Q4 2025 | Feb 18, 2026 |
| Western Wealth Management, LLC | History | Added to | 19,708 | 904 | 0.04% | 0.05% | 159 | +152 | 0.78% | Q4 2025 | Feb 05, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 19,649 | 901 | 0.06% | 0.06% | 160 | -612 | -3.02% | Q4 2025 | Feb 03, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 19,273 | 884 | 0.02% | 0.02% | 161 | -536 | -2.71% | Q4 2025 | Jan 22, 2026 |
| Andina Capital Management, LLC | History | Reduced | 19,125 | 877 | 0.53% | 1.99% | 162 | -57,757 | -75.12% | Q4 2025 | Feb 12, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 18,629 | 854 | 0.72% | 0.7% | 163 | +42 | 0.23% | Q4 2025 | Jan 20, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 18,579 | 852 | 0.13% | — | 164 | +18,579 | New | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 17,428 | 799 | 0.05% | 0.03% | 165 | +262 | 1.53% | Q4 2025 | Jan 30, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 17,402 | 798 | 0.1% | 0.11% | 166 | -1,778 | -9.27% | Q4 2025 | Jan 13, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 16,981 | 779 | 0.16% | 0.18% | 167 | -414 | -2.38% | Q4 2025 | Jan 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 16,960 | 778 | 0.01% | 0.03% | 168 | -13,186 | -43.74% | Q4 2025 | Feb 06, 2026 |
| StoneX Group Inc. | History | Reduced | 16,954 | 777 | 0.03% | 0.04% | 169 | -948 | -5.3% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,588 | 761 | 0.01% | 0.01% | 170 | -817 | -4.69% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 15,626 | 716 | 0.0% | 0.0% | 171 | -4,045 | -20.56% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 15,618 | 716 | 0.02% | 0.02% | 172 | -345 | -2.16% | Q4 2025 | Jan 14, 2026 |
| L & S Advisors Inc | History | Added to | 15,375 | 705 | 0.07% | 0.07% | 173 | +41 | 0.27% | Q4 2025 | Feb 05, 2026 |
| Helium Advisors LLC | History | Added to | 15,360 | 704 | 0.71% | 0.58% | 174 | +238 | 1.57% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,254 | 699 | 0.01% | 0.02% | 175 | -6,182 | -28.84% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | New | 14,801 | 678 | 0.0% | — | 176 | +14,801 | New | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | New | 13,889 | 637 | 0.02% | — | 177 | +13,889 | New | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 14,007 | 628 | 0.07% | — | 178 | +14,007 | New | Q4 2025 | Mar 24, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 13,489 | 618 | 0.01% | 0.14% | 179 | -140,561 | -91.24% | Q4 2025 | Feb 17, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 13,315 | 611 | 0.18% | 0.2% | 180 | -404 | -2.94% | Q4 2025 | Jan 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 13,229 | 606 | 0.02% | 0.06% | 181 | -5,891 | -30.81% | Q4 2025 | Feb 04, 2026 |
| American Financial Advisors, LLC | History | Reduced | 13,106 | 601 | 0.08% | 0.11% | 182 | -5,266 | -28.66% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,067 | 599 | 0.01% | 0.01% | 183 | +1,105 | 9.24% | Q4 2025 | Feb 03, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 13,045 | 598 | 0.03% | 0.04% | 184 | -7,208 | -35.59% | Q4 2025 | Feb 10, 2026 |
| JT Stratford LLC | History | No change | 12,918 | 592 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 12,760 | 585 | 0.01% | 0.0% | 186 | +9,737 | 322.1% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,600 | 578 | 0.01% | 0.01% | 187 | +2,001 | 18.88% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,515 | 574 | 0.0% | 0.0% | 188 | +935 | 8.07% | Q4 2025 | Feb 10, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 12,505 | 573 | 0.09% | 0.1% | 189 | -954 | -7.09% | Q4 2025 | Jan 14, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 12,478 | 572 | 0.21% | 0.21% | 190 | +1,456 | 13.21% | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 12,378 | 567 | 0.03% | 0.03% | 191 | -245 | -1.94% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,335 | 565 | 0.0% | 0.0% | 192 | -142 | -1.14% | Q4 2025 | Jan 26, 2026 |
| Wealthfront Advisers LLC | History | Added to | 12,215 | 560 | 0.0% | 0.0% | 193 | +4,855 | 65.96% | Q4 2025 | Jan 30, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 12,007 | 550 | 0.03% | 0.03% | 194 | -1,687 | -12.32% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 11,976 | 549 | 0.04% | 0.04% | 195 | +19 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 11,966 | 548 | 0.02% | 0.02% | 196 | -700 | -5.53% | Q4 2025 | Jan 30, 2026 |
| BLUELINE ADVISORS LLC | History | New | 11,878 | 544 | 0.44% | — | 197 | +11,878 | New | Q4 2025 | Feb 10, 2026 |
| MRA Advisory Group | History | Added to | 11,367 | 521 | 0.22% | 0.23% | 198 | +43 | 0.38% | Q4 2025 | Jan 16, 2026 |
| Balboa Wealth Partners | History | Added to | 11,084 | 508 | 0.08% | 0.06% | 199 | +3,441 | 45.02% | Q4 2025 | Jan 16, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 10,827 | 496 | 0.05% | 0.05% | 200 | -50 | -0.46% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 10,694 | 490 | 0.04% | 0.04% | 201 | -22 | -0.21% | Q4 2025 | Jan 26, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 10,575 | 485 | 0.01% | — | 202 | +10,575 | New | Q4 2025 | Feb 05, 2026 |
| Venture Visionary Partners LLC | History | No change | 10,185 | 467 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 10,148 | 465 | 0.02% | 0.02% | 204 | +165 | 1.65% | Q4 2025 | Feb 03, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 10,045 | 460 | 0.16% | 0.18% | 205 | -1,279 | -11.29% | Q4 2025 | Feb 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,933 | 455 | 0.01% | 0.01% | 206 | +64 | 0.65% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,872 | 452 | 0.01% | 0.09% | 207 | -218,587 | -95.68% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 9,810 | 450 | 0.02% | 0.03% | 208 | -28 | -0.28% | Q4 2025 | Jan 28, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 9,730 | 446 | 0.12% | 0.15% | 209 | -2,865 | -22.75% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 9,722 | 446 | 0.01% | 0.01% | 210 | +314 | 3.34% | Q4 2025 | Feb 11, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 9,567 | 438 | 0.08% | 0.08% | 211 | +138 | 1.46% | Q4 2025 | Jan 29, 2026 |
| Beaton Management Co. Inc. | History | No change | 9,450 | 434 | 0.19% | 0.2% | 212 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 9,267 | 425 | 0.31% | 0.32% | 214 | -277 | -2.9% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,267 | 425 | 0.0% | 0.0% | 213 | +27 | 0.29% | Q4 2025 | Jan 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 9,052 | 415 | 0.0% | 0.0% | 215 | +3,808 | 72.62% | Q4 2025 | Feb 17, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 8,754 | 401 | 0.11% | 0.13% | 216 | -803 | -8.4% | Q4 2025 | Feb 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 8,704 | 399 | 0.05% | 0.05% | 217 | +283 | 3.36% | Q4 2025 | Feb 13, 2026 |
| Balefire, LLC | History | Reduced | 8,689 | 398 | 0.08% | 0.09% | 218 | -1,005 | -10.37% | Q4 2025 | Jan 12, 2026 |
| RVW Wealth, LLC | History | No change | 8,668 | 397 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Advisor OS, LLC | History | Added to | 8,605 | 394 | 0.03% | 0.02% | 220 | +2,907 | 51.02% | Q4 2025 | Feb 04, 2026 |
| Betterment LLC | History | Added to | 8,072 | 370 | 0.0% | 0.0% | 221 | +1,423 | 21.4% | Q4 2025 | Feb 12, 2026 |
| PKS Advisory Services, LLC | History | Added to | 7,497 | 343 | 0.08% | 0.06% | 222 | +1,017 | 15.69% | Q4 2025 | Feb 02, 2026 |
| Jacobi Capital Management LLC | History | Added to | 7,257 | 332 | 0.02% | 0.02% | 223 | +75 | 1.04% | Q4 2025 | Feb 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 7,201 | 330 | 0.06% | 0.07% | 224 | -1,254 | -14.83% | Q4 2025 | Feb 12, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 7,135 | 327 | 0.07% | 0.11% | 226 | -1,854 | -20.63% | Q4 2025 | Feb 02, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 7,141 | 327 | 0.1% | 0.11% | 225 | -486 | -6.37% | Q4 2025 | Jan 27, 2026 |
| Argent Trust Co | History | No change | 7,000 | 321 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,966 | 319 | 0.02% | 0.03% | 228 | -1,158 | -14.25% | Q4 2025 | Feb 03, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 6,967 | 319 | 0.13% | 0.14% | 229 | -89 | -1.26% | Q4 2025 | Feb 05, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 6,584 | 302 | 0.21% | 0.26% | 230 | -1,658 | -20.12% | Q4 2025 | Jan 22, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 6,322 | 290 | 0.0% | — | 231 | +6,322 | New | Q4 2025 | Feb 17, 2026 |
| Castleview Partners, LLC | History | Added to | 6,214 | 285 | 0.14% | 0.14% | 232 | +602 | 10.73% | Q4 2025 | Jan 12, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 6,030 | 276 | 0.59% | 1.02% | 233 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 5,926 | 271 | 0.12% | 0.13% | 234 | -436 | -6.85% | Q4 2025 | Jan 16, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 5,855 | 268 | 0.18% | 0.22% | 235 | -765 | -11.56% | Q4 2025 | Jan 07, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 5,600 | 256 | 0.22% | 0.18% | 236 | +202 | 3.74% | Q4 2025 | Feb 09, 2026 |
| Summit Wealth Partners, LLC | History | No change | 5,591 | 256 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 5,479 | 251 | 0.09% | 0.11% | 238 | -1,391 | -20.25% | Q4 2025 | Jan 22, 2026 |
| Wagner Wealth Management, Corp | History | New | 5,361 | 245 | 0.24% | — | 239 | +5,361 | New | Q4 2025 | Feb 12, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 5,284 | 242 | 0.02% | 0.02% | 240 | +82 | 1.58% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Reduced | 5,238 | 240 | 0.01% | 0.01% | 241 | -979 | -15.75% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | No change | 46 | 237 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| McAdam, LLC | History | Reduced | 5,156 | 236 | 0.01% | 0.01% | 243 | -641 | -11.06% | Q4 2025 | Feb 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 5,150 | 236 | 0.05% | 0.05% | 244 | -222 | -4.13% | Q4 2025 | Jan 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,143 | 235 | 0.0% | 0.0% | 245 | -130 | -2.47% | Q4 2025 | Feb 05, 2026 |
| Berger Financial Group, Inc | History | Added to | 4,959 | 227 | 0.01% | 0.01% | 246 | +579 | 13.22% | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,928 | 226 | 0.0% | 0.0% | 247 | +2,144 | 77.01% | Q4 2025 | Feb 17, 2026 |
| Family Legacy, Inc. | History | No change | 4,887 | 224 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Keel Point, LLC | History | New | 4,692 | 215 | 0.01% | — | 249 | +4,692 | New | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,679 | 214 | 0.01% | 0.01% | 250 | +18 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 4,533 | 207 | 0.14% | 0.14% | 251 | +56 | 1.25% | Q4 2025 | Jan 26, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 4,483 | 205 | 0.07% | 0.13% | 252 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Opus Financial Solutions LLC | History | New | 4,460 | 204 | 0.19% | — | 253 | +4,460 | New | Q4 2025 | Feb 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 4,425 | 203 | 0.03% | — | 254 | +4,425 | New | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,630 | 166 | 0.01% | 0.02% | 255 | -1,555 | -29.99% | Q4 2025 | Feb 20, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,540 | 162 | 0.01% | 0.01% | 256 | -287 | -7.5% | Q4 2025 | Jan 29, 2026 |
| Anfield Capital Management, LLC | History | No change | 3,421 | 156 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 3,270 | 149 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,244 | 148 | 0.0% | 0.0% | 259 | -1,200 | -27.0% | Q4 2025 | Jan 30, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,181 | 145 | 0.0% | 0.0% | 260 | +842 | 36.0% | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 2,980 | 136 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,730 | 125 | 0.05% | 0.05% | 262 | +34 | 1.26% | Q4 2025 | Jan 21, 2026 |
| Activest Wealth Management | History | No change | 2,600 | 119 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Topsail Wealth Management, LLC | History | New | 2,200 | 100 | 0.01% | — | 264 | +2,200 | New | Q4 2025 | Feb 04, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 2,173 | 99 | 0.28% | 0.28% | 265 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 2,006 | 92 | 0.05% | 0.06% | 266 | -35 | -1.71% | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,318 | 60 | 0.06% | 0.07% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Reduced | 1,278 | 59 | 0.0% | 0.0% | 268 | -1,983 | -60.81% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,090 | 50 | 0.01% | 0.0% | 269 | +763 | 233.33% | Q4 2025 | Jan 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 1,049 | 48 | 0.0% | — | 271 | +1,049 | New | Q4 2025 | Feb 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,050 | 48 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,011 | 46 | 0.0% | 0.01% | 272 | -1,626 | -61.66% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 986 | 45 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Corp | History | No change | 1,000 | 45 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 858 | 39 | 0.0% | 0.0% | 275 | -240 | -21.86% | Q4 2025 | Jan 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 700 | 32 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | New | 646 | 29 | 0.0% | — | 277 | +646 | New | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | Reduced | 627 | 28 | 0.02% | 0.01% | 278 | -146 | -18.89% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | No change | 600 | 27 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 563 | 25 | 0.01% | — | 280 | +563 | New | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 545 | 25 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MidFirst Bank | History | New | 434 | 19 | 0.0% | — | 283 | +434 | New | Q4 2025 | Feb 25, 2026 |
| Sound Income Strategies, LLC | History | New | 427 | 19 | 0.0% | — | 282 | +427 | New | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 414 | 18 | 0.0% | 0.0% | 284 | -54 | -11.54% | Q4 2025 | Feb 13, 2026 |
| Clayton Financial Group LLC | History | New | 366 | 16 | 0.01% | — | 286 | +366 | New | Q4 2025 | Jan 21, 2026 |
| BlackRock, Inc. | History | New | 365 | 16 | 0.0% | — | 287 | +365 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 361 | 16 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Added to | 271 | 12 | 0.0% | 0.0% | 290 | +4 | 1.5% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 262 | 12 | 0.0% | 0.0% | 288 | +3 | 1.16% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 276 | 12 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 251 | 11 | 0.0% | 0.01% | 292 | -379 | -60.16% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 250 | 11 | 0.0% | — | 291 | +250 | New | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 258 | 11 | 0.0% | 0.0% | 293 | +3 | 1.18% | Q4 2025 | Feb 03, 2026 |
| Hughes Financial Services, LLC | History | No change | 240 | 11 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 225 | 10 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 201 | 9 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 162 | 7 | 0.0% | — | 297 | +162 | New | Q4 2025 | Jan 21, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 170 | 7 | 0.0% | 0.01% | 298 | -30 | -15.0% | Q4 2025 | Jan 26, 2026 |
| TSFG, LLC | History | Added to | 138 | 6 | 0.0% | 0.0% | 299 | +3 | 2.22% | Q4 2025 | Feb 04, 2026 |
| Hilltop National Bank | History | New | 125 | 5 | 0.0% | — | 301 | +125 | New | Q4 2025 | Jan 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pacifica Partners Inc. | History | No change | 96 | 4 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Elequin Capital, LP | History | No change | 79 | 3 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Caitlin John, LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 44 | 2 | 0.0% | 0.0% | 306 | -46 | -51.11% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 45 | 2 | 0.0% | — | 307 | +45 | New | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | New | 35 | 1 | 0.0% | — | 308 | +35 | New | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -655,855 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 1.53% | — | -55,148 | -100.0% | Q3 2025 | Feb 02, 2026 |
| Algorithmic Investment Models, LLC | History | Closed out | 0 | 0 | — | 1.63% | — | -53,583 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -36,640 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.79% | — | -35,397 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -30,527 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PLANWISER FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -20,582 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -20,215 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,299 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -11,989 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,794 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,602 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,393 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,151 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WILLNER & HELLER, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -8,103 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,186 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Realta Investment Advisors | History | Reduced | 1 | 0 | — | 0.1% | — | -6,453 | -99.98% | Q4 2025 | Jan 20, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,335 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,898 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Pinion Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,103 | -100.0% | Q3 2025 | Oct 27, 2025 |
| INSPIRION WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,058 | -100.0% | Q3 2025 | Oct 06, 2025 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,611 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,267 | -100.0% | Q3 2025 | Nov 20, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,071 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -947 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -882 | -100.0% | Q3 2025 | Mar 31, 2026 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 9 | 0 | — | — | — | -3 | -25.0% | Q4 2025 | Jan 29, 2026 |
| New Millennium Group LLC | History | Reduced | 15 | 0 | — | — | — | -1 | -6.25% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |