GABELLI EQUITY TRUST INC - GAB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 4,462,497 | 27,533 | 0.01% | 0.01% | 1 | +93,789 | 2.15% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,433,594 | 15,015 | 0.0% | 0.0% | 2 | +114,995 | 4.96% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,516,560 | 9,357 | 0.01% | 0.01% | 3 | +28,926 | 1.94% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 1,082,702 | 6,601 | 0.16% | 0.15% | 4 | -197,776 | -15.45% | Q4 2025 | Feb 11, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 1,065,494 | 6,574 | 0.45% | 0.48% | 5 | -55,200 | -4.93% | Q4 2025 | Feb 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 841,675 | 5,193 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 674,300 | 4,160 | 0.0% | 0.0% | 7 | +7,320 | 1.1% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 643,086 | 3,967 | 0.0% | 0.0% | 8 | +7,923 | 1.25% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 641,300 | 3,956 | 0.0% | 0.0% | 9 | +6,175 | 0.97% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 598,199 | 3,690 | 0.0% | 0.0% | 10 | -33,028 | -5.23% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 561,852 | 3,467 | 0.01% | 0.0% | 11 | +360,199 | 178.62% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 542,533 | 3,347 | 0.0% | — | 12 | +542,533 | New | Q4 2025 | Feb 17, 2026 |
| Live Oak Private Wealth LLC | History | No change | 514,176 | 3,172 | 0.43% | 0.44% | 13 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 456,321 | 2,815 | 0.01% | 0.01% | 14 | -6,032 | -1.3% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 456,226 | 2,814 | 0.01% | 0.01% | 15 | +196,659 | 75.76% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 419,552 | 2,588 | 0.02% | 0.02% | 16 | -52,217 | -11.07% | Q4 2025 | Feb 17, 2026 |
| Accel Wealth Management | History | Reduced | 352,298 | 2,173 | 0.59% | 0.64% | 17 | -11,864 | -3.26% | Q4 2025 | Jan 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 351,287 | 2,167 | 0.0% | 0.0% | 18 | -125,827 | -26.37% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 333,768 | 2,059 | 0.0% | 0.0% | 19 | -30,791 | -8.45% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 327,551 | 2,020 | 0.0% | 0.0% | 20 | -136,620 | -29.43% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 314,576 | 1,940 | 0.0% | 0.0% | 21 | +11,302 | 3.73% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 310,539 | 1,916 | 0.01% | 0.01% | 22 | -1,167 | -0.37% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 280,194 | 1,728 | 0.18% | 0.19% | 23 | -6,316 | -2.2% | Q4 2025 | Feb 13, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 244,838 | 1,510 | 0.14% | 0.14% | 24 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 231,365 | 1,427 | 0.0% | 0.0% | 25 | +6,825 | 3.04% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 222,172 | 1,370 | 0.0% | 0.0% | 26 | -2,501 | -1.11% | Q4 2025 | Mar 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 187,620 | 1,157 | 0.0% | 0.0% | 27 | +158,348 | 540.95% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 185,326 | 1,143 | 0.02% | 0.02% | 28 | -23,655 | -11.32% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 172,371 | 1,063 | 0.0% | 0.0% | 29 | +151,416 | 722.58% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 170,728 | 1,053 | 0.0% | 0.01% | 30 | -2,919 | -1.68% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 165,973 | 1,024 | 0.03% | 0.02% | 31 | +49,344 | 42.31% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 155,900 | 962 | 0.0% | 0.0% | 32 | +5,209 | 3.46% | Q4 2025 | Feb 11, 2026 |
| PMG Family Office LLC | History | Reduced | 138,482 | 854 | 0.99% | 0.95% | 33 | -714 | -0.51% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 117,029 | 722 | 0.01% | 0.01% | 34 | +3,811 | 3.37% | Q4 2025 | Jan 20, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 116,836 | 720 | 0.48% | 0.47% | 35 | +3,000 | 2.64% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 115,694 | 713 | 0.0% | 0.0% | 36 | +22,460 | 24.09% | Q4 2025 | Feb 18, 2026 |
| Kera Capital Partners, Inc. | History | No change | 105,780 | 643 | 0.08% | 0.1% | 37 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 98,653 | 608 | 0.0% | 0.0% | 38 | +7,768 | 8.55% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 96,812 | 597 | 0.03% | 0.03% | 39 | +2,802 | 2.98% | Q4 2025 | Jan 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 95,533 | 589 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 94,866 | 585 | 0.01% | 0.01% | 41 | -3,171 | -3.23% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | Reduced | 93,211 | 575 | 0.09% | 0.1% | 42 | -720 | -0.77% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 90,058 | 555 | 0.0% | 0.0% | 43 | +559 | 0.62% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 89,020 | 549 | 0.01% | 0.01% | 44 | -25,864 | -22.51% | Q4 2025 | Feb 02, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 88,838 | 548 | 0.0% | 0.0% | 45 | +6,400 | 7.76% | Q4 2025 | Feb 10, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 88,806 | 547 | 0.2% | 0.2% | 46 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 87,341 | 538 | 0.0% | 0.0% | 47 | -4,039 | -4.42% | Q4 2025 | Feb 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 86,084 | 531 | 0.35% | 0.29% | 48 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 83,820 | 517 | 0.0% | 0.0% | 49 | +2,127 | 2.6% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 83,274 | 514 | 0.0% | 0.0% | 50 | +2,519 | 3.12% | Q4 2025 | Jan 08, 2026 |
| NorthRock Partners, LLC | History | Reduced | 79,689 | 491 | 0.01% | 0.01% | 51 | -2,764 | -3.35% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 77,425 | 477 | 0.0% | 0.0% | 52 | +41,412 | 114.99% | Q4 2025 | Feb 13, 2026 |
| HCR Wealth Advisors | History | No change | 75,353 | 464 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 71,611 | 441 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 68,021 | 419 | 0.02% | 0.02% | 55 | +3,185 | 4.91% | Q4 2025 | Jan 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 63,100 | 389 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 62,808 | 387 | 0.42% | — | 57 | +62,808 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 59,220 | 365 | 0.0% | 0.0% | 58 | +43,144 | 268.38% | Q4 2025 | Feb 18, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 57,374 | 353 | 0.08% | 0.08% | 59 | -144 | -0.25% | Q4 2025 | Jan 14, 2026 |
| Darden Wealth Group Inc | History | No change | 57,000 | 351 | 0.17% | 0.18% | 60 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Elevated Private Wealth, LLC | History | New | 56,836 | 350 | 0.36% | — | 61 | +56,836 | New | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | No change | 52,810 | 325 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 48,722 | 300 | 0.01% | — | 63 | +48,722 | New | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 47,477 | 292 | 0.0% | 0.0% | 64 | +32,518 | 217.38% | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | No change | 47,128 | 290 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 44,065 | 271 | 0.0% | 0.0% | 66 | +718 | 1.66% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 42,218 | 260 | 0.0% | 0.0% | 67 | +24,920 | 144.06% | Q4 2025 | Feb 17, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 41,224 | 254 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 39,468 | 243 | 0.0% | — | 69 | +39,468 | New | Q4 2025 | Feb 18, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 39,376 | 242 | 0.0% | 0.0% | 70 | -50 | -0.13% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 38,929 | 240 | 0.0% | — | 71 | +38,929 | New | Q4 2025 | Feb 05, 2026 |
| Coquina Private Wealth LLC | History | New | 38,363 | 236 | 0.19% | — | 72 | +38,363 | New | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 37,447 | 231 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 37,574 | 231 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| 10Elms LLP | History | No change | 10,800 | 224 | 0.21% | 0.21% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 34,166 | 210 | 0.0% | 0.0% | 76 | +7,250 | 26.94% | Q4 2025 | Feb 12, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 33,151 | 205 | 0.12% | 0.1% | 77 | +6,155 | 22.8% | Q4 2025 | Feb 03, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 31,664 | 195 | 0.1% | 0.1% | 78 | -280 | -0.88% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 31,524 | 194 | 0.05% | 0.06% | 79 | +305 | 0.98% | Q4 2025 | Jan 05, 2026 |
| Vident Advisory, LLC | History | New | 31,320 | 193 | 0.0% | — | 80 | +31,320 | New | Q4 2025 | Feb 18, 2026 |
| IFG Advisory, LLC | History | Reduced | 28,186 | 173 | 0.01% | 0.01% | 81 | -3,300 | -10.48% | Q4 2025 | Feb 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 27,879 | 172 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 27,739 | 171 | 0.01% | 0.19% | 83 | -369,687 | -93.02% | Q4 2025 | Feb 03, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 26,748 | 165 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 26,661 | 164 | 0.02% | 0.02% | 85 | +2,448 | 10.11% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 26,114 | 161 | 0.0% | 0.0% | 86 | -1,770 | -6.35% | Q4 2025 | Jan 29, 2026 |
| Compound Planning, Inc. | History | New | 25,744 | 158 | 0.0% | — | 87 | +25,744 | New | Q4 2025 | Feb 19, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 24,942 | 153 | 0.06% | 0.06% | 88 | +240 | 0.97% | Q4 2025 | Jan 14, 2026 |
| Brookstone Capital Management | History | Reduced | 24,550 | 151 | 0.0% | 0.0% | 89 | -799 | -3.15% | Q4 2025 | Jan 15, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 24,380 | 150 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Blue Barn Wealth, LLC | History | New | 24,278 | 149 | 0.22% | — | 91 | +24,278 | New | Q4 2025 | Feb 10, 2026 |
| MOTCO | History | No change | 22,318 | 137 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 21,842 | 134 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 21,292 | 131 | 0.0% | 0.0% | 94 | +8,102 | 61.43% | Q4 2025 | Feb 13, 2026 |
| Drucker Wealth 3.0, LLC | History | New | 20,377 | 125 | 0.02% | — | 95 | +20,377 | New | Q4 2025 | Feb 03, 2026 |
| Hilltop Holdings Inc. | History | Added to | 20,188 | 124 | 0.01% | 0.01% | 96 | +432 | 2.19% | Q4 2025 | Feb 17, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 19,620 | 121 | 0.08% | 0.08% | 97 | +310 | 1.61% | Q4 2025 | Feb 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 19,295 | 119 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 19,142 | 118 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 19,000 | 117 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Capital Square, LLC | History | No change | 18,747 | 115 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 18,515 | 114 | 0.01% | 0.01% | 102 | +250 | 1.37% | Q4 2025 | Jan 28, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 18,624 | 114 | 0.05% | 0.06% | 103 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CWM, LLC | History | Added to | 17,664 | 109 | 0.0% | 0.0% | 104 | +4,856 | 37.91% | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | Added to | 17,595 | 108 | 0.01% | 0.01% | 105 | +1,776 | 11.23% | Q4 2025 | Jan 23, 2026 |
| Modera Wealth Management, LLC | History | No change | 17,200 | 106 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 17,007 | 105 | 0.01% | 0.03% | 107 | -42,537 | -71.44% | Q4 2025 | Jan 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,901 | 104 | 0.0% | 0.0% | 108 | +8,501 | 101.2% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,873 | 104 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tactive Advisors, LLC | History | Reduced | 16,713 | 103 | 0.03% | 0.03% | 110 | -482 | -2.8% | Q4 2025 | Jan 09, 2026 |
| Register Financial Advisors LLC | History | Reduced | 16,574 | 102 | 0.04% | 0.06% | 113 | -6,609 | -28.51% | Q4 2025 | Jan 21, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 16,669 | 102 | 0.04% | 0.04% | 112 | +392 | 2.41% | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | No change | 16,537 | 102 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LRI Investments, LLC | History | No change | 16,347 | 100 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,731 | 97 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 15,718 | 96 | 0.0% | 0.0% | 116 | +298 | 1.93% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 15,473 | 95 | 0.0% | — | 117 | +15,473 | New | Q4 2025 | Feb 17, 2026 |
| Curran Financial Partners, LLC | History | New | 15,325 | 94 | 0.02% | — | 118 | +15,325 | New | Q4 2025 | Jan 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 15,302 | 94 | 0.0% | 0.0% | 119 | -5,000 | -24.63% | Q4 2025 | Jan 29, 2026 |
| HUB Investment Partners, LLC | History | No change | 15,203 | 93 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 14,982 | 92 | 0.02% | 0.02% | 121 | -316 | -2.07% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 14,879 | 91 | 0.0% | 0.0% | 122 | -981 | -6.19% | Q4 2025 | Feb 03, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 14,896 | 91 | 0.02% | 0.02% | 123 | +307 | 2.1% | Q4 2025 | Feb 13, 2026 |
| Acropolis Investment Management, LLC | History | New | 14,332 | 88 | 0.0% | — | 124 | +14,332 | New | Q4 2025 | Jan 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 14,250 | 87 | 0.02% | 0.02% | 125 | +100 | 0.71% | Q4 2025 | Jan 23, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 13,857 | 85 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 13,666 | 84 | 0.0% | 0.0% | 127 | +82 | 0.6% | Q4 2025 | Jan 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 13,479 | 83 | 0.0% | 0.0% | 128 | +3,479 | 34.79% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 13,479 | 83 | 0.0% | 0.0% | 129 | +3,479 | 34.79% | Q4 2025 | Feb 12, 2026 |
| MTM Investment Management, LLC | History | No change | 13,530 | 83 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Csenge Advisory Group | History | Added to | 13,420 | 82 | 0.0% | 0.0% | 131 | +321 | 2.45% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 13,047 | 80 | 0.0% | 0.0% | 132 | +53 | 0.41% | Q4 2025 | Jan 30, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 12,330 | 76 | 0.0% | 0.0% | 133 | +90 | 0.74% | Q4 2025 | Feb 04, 2026 |
| Savant Capital, LLC | History | No change | 12,297 | 75 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SYM FINANCIAL Corp | History | Added to | 12,034 | 74 | 0.01% | 0.01% | 135 | +283 | 2.41% | Q4 2025 | Feb 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 11,749 | 72 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Aurora Private Wealth, Inc. | History | New | 11,571 | 71 | 0.05% | — | 137 | +11,571 | New | Q4 2025 | Feb 02, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 11,348 | 70 | 0.01% | — | 138 | +11,348 | New | Q4 2025 | Feb 04, 2026 |
| Texas Yale Capital Corp. | History | No change | 11,000 | 67 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mach-1 Financial Group, LLC | History | New | 10,555 | 65 | 0.01% | — | 140 | +10,555 | New | Q4 2025 | Feb 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 10,492 | 64 | 0.0% | — | 142 | +10,492 | New | Q4 2025 | Feb 13, 2026 |
| NOVEM GROUP | History | No change | 10,489 | 64 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | New | 10,151 | 62 | 0.0% | — | 144 | +10,151 | New | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,200 | 62 | 0.0% | 0.0% | 143 | +5,100 | 100.0% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 9,562 | 58 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 9,150 | 56 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kentucky Trust Co | History | No change | 7,400 | 45 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 6,780 | 41 | 0.02% | — | 148 | +6,780 | New | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 6,000 | 37 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wellington Shields & Co., LLC | History | No change | 5,428 | 33 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 5,280 | 32 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 5,344 | 32 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 4,922 | 30 | 0.0% | — | 153 | +4,922 | New | Q4 2025 | Jan 21, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 4,812 | 29 | 0.01% | — | 154 | +4,812 | New | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 1,400 | 29 | 0.02% | — | 155 | +1,400 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 4,566 | 28 | 0.0% | 0.0% | 156 | +3,400 | 291.6% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,000 | 24 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 3,917 | 24 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Gen-Wealth Partners Inc | History | No change | 3,600 | 22 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 3,450 | 21 | 0.01% | — | 160 | +3,450 | New | Q4 2025 | Feb 18, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,874 | 17 | 0.01% | 0.0% | 161 | +68 | 2.42% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 2,860 | 17 | 0.0% | 0.0% | 162 | +67 | 2.4% | Q4 2025 | Jan 08, 2026 |
| WHI TRUST Co LLC | History | New | 2,682 | 16 | 0.01% | — | 163 | +2,682 | New | Q4 2025 | Feb 05, 2026 |
| Hilltop National Bank | History | No change | 2,750 | 16 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,528 | 15 | 0.0% | 0.0% | 165 | -3,130 | -55.32% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | No change | 2,525 | 15 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,161 | 13 | 0.0% | 0.0% | 168 | +213 | 10.93% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | No change | 2,170 | 13 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 2,000 | 12 | 0.0% | 0.0% | 169 | -1,800 | -47.37% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,906 | 11 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,654 | 10 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,556 | 9 | 0.0% | 0.0% | 172 | +36 | 2.37% | Q4 2025 | Feb 12, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 1,500 | 9 | 0.0% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,371 | 8 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,200 | 7 | 0.0% | — | 176 | +1,200 | New | Q4 2025 | Feb 18, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,200 | 7 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 1,070 | 6 | 0.0% | 0.0% | 177 | +26 | 2.49% | Q4 2025 | Feb 13, 2026 |
| Community Bank, N.A. | History | No change | 1,000 | 6 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | No change | 1,000 | 6 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1,125 | 6 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Financial Management LLC | History | New | 954 | 5 | 0.0% | — | 181 | +954 | New | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 739 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 648 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 343 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 327 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 200 | 1 | 0.0% | — | 187 | +200 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -108,835 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.08% | — | -108,342 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,271 | -100.0% | Q3 2025 | Oct 17, 2025 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,494 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AIRE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,813 | -100.0% | Q3 2025 | Nov 10, 2025 |
| New England Private Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,446 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,175 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,247 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cornerstone Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,200 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,196 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -796 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 46 | 0 | — | 0.0% | — | -207 | -81.82% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 104 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Key FInancial Inc | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |