FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FXL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 59 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 | 687,175 | 115,638 | 0.01% | 0.01% | 1 | -19,755 | -2.79% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 576,568 | 97,024 | 0.03% | 0.03% | 2 | +21,861 | 3.94% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 504,292 | 84,862 | 0.02% | 0.02% | 3 | -4,545 | -0.89% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 399,323 | 67,198 | 0.02% | 0.02% | 4 | +13,683 | 3.55% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 144,319 | 24,286 | 0.0% | 0.0% | 5 | +3,978 | 2.83% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 129,777 | 21,838 | 0.03% | 0.03% | 6 | -372 | -0.29% | Q4 2025 | Feb 12, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 116,333 | 19,576 | 7.88% | 7.54% | 7 | +12,999 | 12.58% | Q4 2025 | Jan 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 115,997 | 19,519 | 0.0% | 0.0% | 8 | -7,689 | -6.22% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 101,118 | 17,016 | 0.02% | 0.02% | 9 | -1,814 | -1.76% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 91,910 | 15,466 | 0.0% | 0.0% | 10 | +4,030 | 4.59% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 88,763 | 14,937 | 0.01% | 0.01% | 11 | +1,498 | 1.72% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 88,733 | 14,932 | 0.0% | 0.0% | 12 | +1,327 | 1.52% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 84,877 | 14,283 | 0.02% | 0.02% | 13 | -5,679 | -6.27% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 80,642 | 13,570 | 0.03% | 0.03% | 14 | -2,138 | -2.58% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 79,967 | 13,456 | 0.18% | 0.26% | 15 | -1,806 | -2.21% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 68,420 | 11,523 | 0.02% | 0.02% | 16 | -30,043 | -30.51% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 67,769 | 11,404 | 0.07% | 0.08% | 17 | -6,701 | -9.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 65,851 | 11,082 | 0.0% | — | 18 | +65,851 | New | Q4 2025 | Feb 17, 2026 |
| RVW Wealth, LLC | History | Reduced | 65,567 | 11,033 | 0.84% | 0.89% | 19 | -2,615 | -3.84% | Q4 2025 | Jan 12, 2026 |
| Choice Wealth Advisors, LLC | History | Reduced | 55,911 | 9,408 | 3.72% | 4.06% | 20 | -481 | -0.85% | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 50,077 | 8,426 | 0.0% | 0.0% | 21 | +31,812 | 174.17% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 49,010 | 8,247 | 0.01% | 0.01% | 22 | -29 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 44,439 | 7,478 | 0.02% | 0.02% | 23 | +1,067 | 2.46% | Q4 2025 | Feb 05, 2026 |
| GTS SECURITIES LLC | History | Added to | 44,361 | 7,465 | 0.25% | 0.15% | 24 | +21,751 | 96.2% | Q4 2025 | Feb 13, 2026 |
| Virtue Capital Management, LLC | History | Added to | 43,517 | 7,363 | 1.13% | 0.04% | 25 | +42,515 | 4243.01% | Q4 2025 | Feb 18, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 41,832 | 7,039 | 0.04% | 0.05% | 26 | -252 | -0.6% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 34,049 | 5,729 | 0.01% | 0.01% | 27 | +82 | 0.24% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 32,535 | 5,475 | 0.04% | 0.01% | 28 | +29,309 | 908.52% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 31,484 | 5,321 | 0.13% | 0.14% | 29 | -205 | -0.65% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 31,122 | 5,237 | 0.06% | 0.07% | 30 | -331 | -1.05% | Q4 2025 | Jan 29, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 30,226 | 5,077 | 1.61% | 1.6% | 31 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 30,018 | 4,928 | 1.85% | 2.13% | 32 | -1,704 | -5.37% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 28,004 | 4,712 | 0.02% | 0.02% | 33 | +3,177 | 12.8% | Q4 2025 | Feb 18, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 25,904 | 4,510 | 0.11% | 0.12% | 34 | -1,152 | -4.26% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Added to | 24,400 | 4,106 | 0.0% | 0.0% | 35 | +2,958 | 13.8% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 23,071 | 3,882 | 0.01% | 0.01% | 36 | -1,388 | -5.67% | Q4 2025 | Mar 16, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 22,424 | 3,773 | 2.79% | 2.76% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,789 | 3,330 | 0.01% | 0.01% | 38 | +276 | 1.41% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 19,267 | 3,230 | 0.02% | 0.02% | 39 | +1,249 | 6.93% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 17,106 | 2,878 | 0.0% | 0.0% | 40 | +11,472 | 203.62% | Q4 2025 | Feb 13, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 16,197 | 2,725 | 1.08% | 1.17% | 41 | -20 | -0.12% | Q4 2025 | Feb 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 15,955 | 2,684 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| L & S Advisors Inc | History | Added to | 15,418 | 2,594 | 0.24% | 0.25% | 43 | +2 | 0.01% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,993 | 2,523 | 0.0% | 0.0% | 44 | +2,818 | 23.15% | Q4 2025 | Feb 17, 2026 |
| Socha Financial Group, LLC | History | Reduced | 14,779 | 2,487 | 1.21% | 1.1% | 45 | -781 | -5.02% | Q4 2025 | Jan 30, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 14,516 | 2,485 | 1.68% | — | 46 | +14,516 | New | Q4 2025 | Feb 10, 2026 |
| MTM Investment Management, LLC | History | No change | 14,612 | 2,458 | 0.78% | 0.78% | 47 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 14,329 | 2,411 | 0.0% | 0.0% | 48 | +6,494 | 82.88% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,136 | 2,210 | 0.02% | 0.03% | 49 | +148 | 1.14% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,146 | 2,043 | 0.01% | 0.01% | 50 | +338 | 2.86% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,538 | 1,941 | 0.0% | 0.0% | 51 | -186 | -1.59% | Q4 2025 | Feb 06, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 11,118 | 1,870 | 0.91% | 0.92% | 52 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 10,906 | 1,835 | 0.56% | 0.61% | 53 | -97 | -0.88% | Q4 2025 | Feb 11, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 10,092 | 1,698 | 0.89% | 0.89% | 54 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,003 | 1,683 | 0.06% | 0.08% | 55 | -3,413 | -25.44% | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | New | 9,758 | 1,642 | 0.05% | — | 56 | +9,758 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,488 | 1,598 | 0.02% | 0.02% | 57 | -174 | -1.8% | Q4 2025 | Feb 02, 2026 |
| Retirement Planning Group, LLC | History | Added to | 9,449 | 1,590 | 0.05% | 0.05% | 58 | +239 | 2.6% | Q4 2025 | Feb 03, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 9,206 | 1,549 | 1.2% | — | 59 | +9,206 | New | Q4 2025 | Mar 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,093 | 1,530 | 0.0% | 0.0% | 60 | +337 | 3.85% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,968 | 1,509 | 0.03% | 0.04% | 61 | -101 | -1.11% | Q4 2025 | Feb 13, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 8,722 | 1,467 | 0.14% | 0.15% | 62 | -554 | -5.97% | Q4 2025 | Jan 15, 2026 |
| Bawa N Mallick Trust | History | No change | 8,697 | 1,463 | 0.54% | 0.55% | 63 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| CWM, LLC | History | Added to | 8,679 | 1,460 | 0.0% | 0.0% | 64 | +1,563 | 21.96% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 8,655 | 1,456 | 0.03% | 0.04% | 65 | -22 | -0.25% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,252 | 1,388 | 0.0% | 0.0% | 66 | +204 | 2.53% | Q4 2025 | Feb 10, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 7,448 | 1,253 | 0.1% | 0.11% | 67 | -93 | -1.23% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,382 | 1,242 | 0.01% | 0.01% | 68 | +245 | 3.43% | Q4 2025 | Jan 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,192 | 1,210 | 0.03% | 0.03% | 69 | +60 | 0.84% | Q4 2025 | Jan 29, 2026 |
| Krilogy Financial LLC | History | No change | 6,491 | 1,136 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,738 | 1,133 | 0.02% | 0.02% | 71 | -93 | -1.36% | Q4 2025 | Jan 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,505 | 1,095 | 0.02% | 0.02% | 72 | -200 | -2.98% | Q4 2025 | Feb 09, 2026 |
| Stablepoint Partners, LLC | History | Added to | 6,356 | 1,069 | 0.17% | 0.16% | 73 | +180 | 2.91% | Q4 2025 | Jan 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,248 | 1,051 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 5,856 | 985 | 0.17% | 0.18% | 75 | -414 | -6.6% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,725 | 963 | 0.0% | 0.0% | 76 | -2,005 | -25.94% | Q4 2025 | Mar 25, 2026 |
| CX Institutional | History | Reduced | 5,634 | 948 | 0.03% | 0.04% | 77 | -1,993 | -26.13% | Q4 2025 | Feb 02, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 5,462 | 919 | 0.04% | 0.05% | 78 | -100 | -1.8% | Q4 2025 | Jan 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,371 | 903 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,356 | 901 | 0.01% | 0.01% | 81 | +1,483 | 38.29% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 5,359 | 901 | 0.0% | 0.0% | 80 | +188 | 3.64% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | New | 5,056 | 850 | 0.03% | — | 82 | +5,056 | New | Q4 2025 | Jan 21, 2026 |
| Warner Group LLC | History | No change | 5,045 | 848 | 0.52% | 0.58% | 83 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,016 | 844 | 0.03% | 0.03% | 84 | -145 | -2.81% | Q4 2025 | Jan 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,000 | 841 | 0.0% | 0.0% | 85 | -38,836 | -88.59% | Q4 2025 | Feb 12, 2026 |
| PGIM Custom Harvest LLC | History | No change | 4,991 | 839 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,980 | 838 | 0.02% | 0.02% | 87 | -314 | -5.93% | Q4 2025 | Feb 03, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,915 | 827 | 0.02% | 0.03% | 88 | -375 | -7.09% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | No change | 4,915 | 827 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 4,888 | 822 | 0.59% | 0.61% | 90 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sound Income Strategies, LLC | History | New | 4,645 | 811 | 0.04% | — | 91 | +4,645 | New | Q4 2025 | Jan 21, 2026 |
| Peak Planning Group, LLC | History | New | 4,799 | 807 | 0.23% | — | 92 | +4,799 | New | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,715 | 793 | 0.0% | 0.0% | 93 | -86 | -1.79% | Q4 2025 | Jan 30, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 4,442 | 747 | 0.29% | 0.29% | 94 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,391 | 738 | 0.05% | 0.06% | 95 | -66 | -1.48% | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 4,175 | 702 | 0.0% | 0.01% | 96 | -30 | -0.71% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,984 | 697 | 0.0% | 0.0% | 97 | +218 | 5.79% | Q4 2025 | Jan 08, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 4,040 | 688 | 0.07% | 0.07% | 98 | +24 | 0.6% | Q4 2025 | Feb 17, 2026 |
| Worthington Financial Partners, LLC | History | New | 3,801 | 639 | 0.57% | — | 101 | +3,801 | New | Q4 2025 | Mar 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,797 | 639 | 0.0% | 0.0% | 99 | +1,047 | 38.07% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 3,802 | 639 | 0.01% | 0.01% | 100 | +15 | 0.4% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 3,758 | 632 | 0.0% | 0.0% | 102 | -621 | -14.18% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,704 | 623 | 0.0% | 0.0% | 103 | -557 | -13.07% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 3,527 | 593 | 0.0% | 0.0% | 104 | +705 | 24.98% | Q4 2025 | Jan 26, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 3,410 | 573 | 0.39% | 0.39% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,399 | 571 | 0.01% | 0.01% | 106 | +18 | 0.53% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,223 | 549 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 3,250 | 546 | 0.03% | 0.04% | 108 | -547 | -14.41% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | No change | 3,250 | 546 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 3,211 | 540 | 0.02% | 0.02% | 110 | -206 | -6.03% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,162 | 532 | 0.06% | 0.08% | 111 | -189 | -5.64% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,073 | 517 | 0.01% | 0.01% | 112 | -15 | -0.49% | Q4 2025 | Jan 21, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 3,000 | 504 | 0.39% | — | 113 | +3,000 | New | Q4 2025 | Mar 05, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 2,986 | 502 | 0.17% | 0.15% | 115 | +564 | 23.29% | Q4 2025 | Feb 10, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 2,985 | 502 | 0.13% | 0.14% | 114 | -10 | -0.33% | Q4 2025 | Jan 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,982 | 501 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,957 | 497 | 0.01% | 0.01% | 117 | -329 | -10.01% | Q4 2025 | Feb 09, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 2,936 | 494 | 0.11% | 0.16% | 118 | -1,471 | -33.38% | Q4 2025 | Feb 13, 2026 |
| RCW Management, LLC | History | New | 2,935 | 493 | 0.5% | — | 119 | +2,935 | New | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,882 | 484 | 0.01% | 0.01% | 120 | +134 | 4.88% | Q4 2025 | Feb 06, 2026 |
| Risk Paradigm Group, LLC | History | New | 2,859 | 481 | 0.46% | — | 121 | +2,859 | New | Q4 2025 | Feb 17, 2026 |
| Sargent Investment Group, LLC | History | New | 2,795 | 470 | 0.06% | — | 122 | +2,795 | New | Q4 2025 | Feb 13, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 2,725 | 458 | 0.33% | 0.37% | 123 | -300 | -9.92% | Q4 2025 | Jan 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 2,668 | 448 | 0.02% | 0.02% | 124 | +373 | 16.25% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 2,642 | 444 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 2,637 | 443 | 0.21% | 0.25% | 126 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Clarus Wealth Advisors | History | Reduced | 2,498 | 437 | 0.18% | 0.25% | 127 | -834 | -25.03% | Q4 2025 | Jan 14, 2026 |
| World Investment Advisors | History | Added to | 2,589 | 435 | 0.01% | 0.01% | 128 | +464 | 21.84% | Q4 2025 | Mar 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 2,587 | 435 | 0.07% | 0.08% | 129 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vigil Wealth Management, LLC | History | New | 2,513 | 422 | 0.35% | — | 130 | +2,513 | New | Q4 2025 | Feb 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 2,486 | 418 | 0.01% | 0.01% | 131 | -89 | -3.46% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,428 | 408 | 0.06% | — | 132 | +2,428 | New | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Reduced | 2,373 | 399 | 0.02% | 0.02% | 133 | -39 | -1.62% | Q4 2025 | Feb 12, 2026 |
| Truvestments Capital LLC | History | Reduced | 2,349 | 395 | 0.07% | 0.08% | 134 | -134 | -5.4% | Q4 2025 | Feb 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,331 | 392 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,218 | 373 | 0.0% | — | 136 | +2,218 | New | Q4 2025 | Feb 13, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 2,110 | 369 | 0.08% | 0.09% | 137 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 2,181 | 367 | 0.24% | 0.25% | 138 | -20 | -0.91% | Q4 2025 | Feb 02, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 2,170 | 365 | 0.02% | 0.01% | 139 | +795 | 57.82% | Q4 2025 | Feb 11, 2026 |
| IFG Advisory, LLC | History | Reduced | 2,146 | 361 | 0.02% | 0.02% | 140 | -652 | -23.3% | Q4 2025 | Feb 10, 2026 |
| Intrua Financial, LLC | History | No change | 2,099 | 353 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 2,083 | 351 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Argent Trust Co | History | No change | 2,081 | 350 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 2,085 | 350 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 1,980 | 346 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HFG Advisors, Inc. | History | No change | 2,036 | 342 | 0.25% | 0.25% | 146 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 2,015 | 339 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 2,006 | 337 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,002 | 336 | 0.0% | 0.0% | 149 | -64 | -3.1% | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 1,930 | 329 | 0.01% | — | 150 | +1,930 | New | Q4 2025 | Feb 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,950 | 328 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,938 | 326 | 0.11% | 0.34% | 152 | +914 | 89.26% | Q4 2025 | Jan 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 1,900 | 319 | 0.04% | 0.03% | 153 | +618 | 48.21% | Q4 2025 | Feb 17, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 1,843 | 310 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Summit Financial, LLC | History | Added to | 1,802 | 303 | 0.0% | 0.0% | 155 | +116 | 6.88% | Q4 2025 | Feb 13, 2026 |
| Belvedere Trading LLC | History | New | 1,800 | 302 | 0.0% | — | 156 | +1,800 | New | Q4 2025 | Feb 10, 2026 |
| Capital Square, LLC | History | Added to | 1,777 | 300 | 0.15% | 0.15% | 157 | +30 | 1.72% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 1,774 | 298 | 0.0% | 0.0% | 158 | -448 | -20.16% | Q4 2025 | Feb 02, 2026 |
| Nilsine Partners, LLC | History | Reduced | 1,739 | 292 | 0.03% | 0.03% | 159 | -20 | -1.14% | Q4 2025 | Jan 15, 2026 |
| TradeWell Securities, LLC. | History | No change | 1,722 | 289 | 0.11% | 0.12% | 160 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,660 | 279 | 0.0% | 0.0% | 161 | -42 | -2.47% | Q4 2025 | Feb 06, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,650 | 277 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Advisory Services Network, LLC | History | No change | 1,638 | 275 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 1,625 | 273 | 0.15% | 0.16% | 164 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 1,602 | 269 | 0.01% | 0.02% | 165 | +72 | 4.71% | Q4 2025 | Jan 28, 2026 |
| Apollon Financial, LLC | History | No change | 1,586 | 266 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cerity Partners LLC | History | New | 1,572 | 264 | 0.0% | — | 167 | +1,572 | New | Q4 2025 | Feb 11, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 1,570 | 264 | 0.09% | 0.09% | 168 | +102 | 6.95% | Q4 2025 | Jan 20, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 1,564 | 263 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 1,557 | 262 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,551 | 261 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Americana Partners, LLC | History | No change | 1,554 | 261 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,466 | 256 | 0.01% | 0.0% | 173 | +601 | 69.48% | Q4 2025 | Jan 26, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,518 | 255 | 0.05% | 0.07% | 175 | -482 | -24.1% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | No change | 1,516 | 255 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | New | 1,488 | 253 | 0.0% | — | 176 | +1,488 | New | Q4 2025 | Jan 23, 2026 |
| Quantum Private Wealth, LLC | History | No change | 1,500 | 252 | 0.07% | 0.07% | 177 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | No change | 1,474 | 248 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Cypress Wealth Services, LLC | History | No change | 1,456 | 245 | 0.03% | 0.04% | 179 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 1,459 | 245 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 1,449 | 243 | 0.19% | — | 181 | +1,449 | New | Q4 2025 | Feb 09, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,411 | 237 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,342 | 225 | 0.0% | 0.0% | 183 | -73 | -5.16% | Q4 2025 | Feb 11, 2026 |
| LVZ, Inc. | History | No change | 1,337 | 224 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ABLE Financial Group, LLC | History | No change | 1,336 | 224 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sovran Advisors, LLC | History | No change | 1,249 | 218 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,279 | 215 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 1,254 | 211 | 0.14% | 0.14% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 1,250 | 210 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Certified Advisory Corp | History | No change | 1,250 | 210 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 1,250 | 210 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,239 | 208 | 0.0% | 0.0% | 192 | -92 | -6.91% | Q4 2025 | Jan 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 1,234 | 207 | 0.01% | — | 193 | +1,234 | New | Q4 2025 | Feb 04, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,228 | 206 | 0.11% | 0.08% | 194 | -84 | -6.4% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,221 | 205 | 0.0% | 0.0% | 195 | -192 | -13.59% | Q4 2025 | Jan 05, 2026 |
| Rathbones Group PLC | History | Reduced | 1,218 | 204 | 0.0% | 0.0% | 196 | -30 | -2.4% | Q4 2025 | Feb 06, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 1,206 | 202 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | New | 1,200 | 201 | 0.01% | — | 200 | +1,200 | New | Q4 2025 | Jan 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,197 | 201 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | No change | 1,198 | 201 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| First Heartland Consultants, Inc. | History | New | 1,190 | 200 | 0.02% | — | 201 | +1,190 | New | Q4 2025 | Jan 09, 2026 |
| Bensler, LLC | History | New | 1,190 | 200 | 0.02% | — | 202 | +1,190 | New | Q4 2025 | Feb 04, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,156 | 194 | 0.1% | 0.09% | 203 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 1,064 | 179 | 0.07% | 0.09% | 204 | -297 | -21.82% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,000 | 168 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 900 | 153 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 800 | 134 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 729 | 122 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 717 | 120 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Crews Bank & Trust | History | No change | 692 | 116 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 661 | 111 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WealthShield Partners, LLC | History | No change | 656 | 110 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Added to | 652 | 109 | 0.0% | 0.0% | 213 | +93 | 16.64% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 638 | 107 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Spire Wealth Management | History | No change | 626 | 105 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 615 | 103 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | No change | 616 | 103 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 526 | 88 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 506 | 85 | 0.07% | 0.08% | 219 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Biltmore Family Office, LLC | History | No change | 438 | 73 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 405 | 68 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 333 | 56 | 0.0% | 0.0% | 222 | -14 | -4.03% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 313 | 52 | 0.0% | 0.0% | 223 | -76 | -19.54% | Q4 2025 | Feb 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 314 | 52 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 292 | 49 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Allworth Financial LP | History | New | 288 | 48 | 0.0% | — | 226 | +288 | New | Q4 2025 | Feb 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 291 | 48 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 271 | 45 | 0.0% | — | 228 | +271 | New | Q4 2025 | Jan 21, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 250 | 42 | 0.02% | — | 229 | +250 | New | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | No change | 232 | 39 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 234 | 39 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 224 | 37 | 0.03% | 0.03% | 232 | -27 | -10.76% | Q4 2025 | Jan 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 209 | 35 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 205 | 34 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Asset Dedication, LLC | History | No change | 197 | 33 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 190 | 31 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 174 | 29 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Luminist Capital LLC | History | No change | 167 | 28 | 0.03% | 0.02% | 238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | No change | 166 | 27 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 150 | 25 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 133 | 22 | 0.0% | 0.0% | 241 | +28 | 26.67% | Q4 2025 | Jan 29, 2026 |
| Copia Wealth Management | History | No change | 125 | 21 | 0.02% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 118 | 19 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 101 | 16 | 0.0% | 0.0% | 244 | +19 | 23.17% | Q4 2025 | Feb 12, 2026 |
| Bank of Jackson Hole Trust | History | No change | 93 | 15 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 86 | 14 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 67 | 11 | 0.0% | — | 248 | +67 | New | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 67 | 11 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 62 | 10 | 0.0% | 0.01% | 250 | -27 | -30.34% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 63 | 10 | 0.0% | 0.0% | 249 | -3 | -4.55% | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | New | 50 | 8 | 0.0% | — | 252 | +50 | New | Q4 2025 | Jan 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 50 | 8 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 50 | 8 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tidemark, LLC | History | No change | 47 | 7 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 40 | 6 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DecisionPoint Financial, LLC | History | New | 34 | 5 | 0.0% | — | 257 | +34 | New | Q4 2025 | Jan 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 31 | 5 | 0.0% | — | 256 | +31 | New | Q4 2025 | Feb 05, 2026 |
| Valued Wealth Advisors LLC | History | No change | 34 | 5 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Eukles Asset Management | History | No change | 25 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 12 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bogart Wealth, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| POM Investment Strategies, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,677 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,492 | -100.0% | Q3 2025 | Oct 23, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -5,102 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,169 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,485 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,292 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,063 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -760 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3 | 0 | — | 0.0% | — | -101 | -97.12% | Q4 2025 | Feb 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Oct 09, 2025 |
| CITIGROUP INC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |