Goldman Sachs ETF Trust - GBIL

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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
ACR Alpine Capital Research, LLC History Added to 8,115,451 811,058 12.65% 8.17% 1 +3,346,794 70.18% Q4 2025 Feb 05, 2026
Betterment LLC History Added to 5,862,171 585,865 1.12% 1.12% 2 +222,981 3.95% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Reduced 4,882,355 487,942 0.03% 0.03% 3 -84,253 -1.7% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,196,713 219,539 0.03% 0.03% 4 -141,997 -6.07% Q4 2025 Mar 25, 2026
BANK OF AMERICA CORP /DE/ History Reduced 2,174,787 217,348 0.02% 0.02% 5 -283,211 -11.52% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 2,018,945 201,773 0.04% 0.04% 6 -64,085 -3.08% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 1,726,922 172,588 0.05% 0.05% 7 +123,767 7.72% Q4 2025 Feb 11, 2026
Cohalo Advisory LLC History Reduced 1,703 170,280 12.62% 13.39% 8 -10 -0.58% Q4 2025 Jan 20, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 1,667,225 166,622 2.05% 1.33% 9 +464,863 38.66% Q4 2025 Feb 02, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,329,465 132,866 0.04% 0.04% 10 -100,589 -7.03% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 1,323,176 132,238 0.02% 11 +1,323,176 New Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 1,319,398 131,860 0.29% 0.17% 12 +617,174 87.89% Q4 2025 Jan 30, 2026
Composition Wealth, LLC History Reduced 1,280,494 127,972 1.83% 3.78% 13 -1,235,758 -49.11% Q4 2025 Feb 02, 2026
UBS Group AG History Added to 1,118,945 111,827 0.02% 0.02% 14 +17,534 1.59% Q4 2025 Jan 29, 2026
Pathway Financial Advisors LLC History Reduced 942,798 94,251 11.84% 12.76% 15 -12,207 -1.28% Q4 2025 Jan 14, 2026
Corient Private Wealth LLC History Reduced 862,645 86,214 0.12% 0.14% 16 -16,049 -1.83% Q4 2025 Mar 09, 2026
Bell Investment Advisors, Inc History Added to 632,985 63,260 10.0% 9.88% 17 +29,582 4.9% Q4 2025 Feb 24, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 544,518 54,419 0.03% 0.04% 18 -40,156 -6.87% Q4 2025 Feb 10, 2026
Acorns Advisers, LLC History Added to 511,400 51,109 0.38% 0.39% 19 +11,010 2.2% Q4 2025 Feb 13, 2026
Redwood Park Advisors LLC History Reduced 491,082 49,078 33.38% 32.76% 20 -3,836 -0.78% Q4 2025 Feb 17, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 473,960 47,367 6.38% 4.64% 21 +142,893 43.16% Q4 2025 Feb 12, 2026
St. James Investment Company, LLC History Added to 448,387 44,811 7.19% 6.68% 22 +24,196 5.7% Q4 2025 Feb 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 384,220 38,398 0.05% 0.05% 23 +597 0.16% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 359,014 35,879 0.03% 0.03% 24 +29,027 8.8% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 305,158 30,483 0.01% 0.01% 25 -172,682 -36.14% Q4 2025 Feb 17, 2026
Rock Creek Group, LP History Reduced 275,894 27,572 3.09% 3.61% 26 -66,603 -19.45% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 241,000 24,085 0.03% 0.03% 27 +42,508 21.42% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 233,683 23,354 0.05% 0.06% 28 +5,011 2.19% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 222,554 22,242 0.25% 0.21% 29 +41,264 22.76% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Added to 214,999 21,487 0.02% 0.02% 30 +62,960 41.41% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 206,600 20,647 0.1% 0.1% 31 +4,919 2.44% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 198,832 19,871 0.05% 0.08% 32 -147,735 -42.63% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 196,923 19,680 0.01% 0.01% 33 +26,200 15.35% Q4 2025 Feb 18, 2026
Chicago Partners Investment Group LLC History Added to 195,548 19,582 0.48% 0.51% 34 +723 0.37% Q4 2025 Jan 28, 2026
Waterloo Capital, L.P. History Reduced 192,862 19,274 1.39% 1.72% 35 -38,331 -16.58% Q4 2025 Feb 10, 2026
RESOLUTE CAPITAL, LLC History New 182,687 18,257 7.63% 36 +182,687 New Q4 2025 Feb 10, 2026
Waterway Wealth Management, LLC History Added to 213,026 17,998 4.07% 4.25% 37 +4,024 1.93% Q4 2025 Feb 17, 2026
Keebeck Wealth Management History Added to 174,587 17,507 2.02% 1.93% 38 +11,949 7.35% Q4 2025 Feb 17, 2026
SAGE RHINO CAPITAL LLC History Reduced 167,191 16,709 3.15% 3.95% 39 -36,997 -18.12% Q4 2025 Jan 30, 2026
NewEdge Advisors, LLC History Reduced 163,676 16,357 0.06% 0.15% 40 -159,848 -49.41% Q4 2025 Feb 18, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 162,032 16,193 0.53% 0.68% 41 -34,756 -17.66% Q4 2025 Feb 13, 2026
Vivaldi Capital Management LP History Added to 159,721 15,962 2.17% 1.99% 42 +19,276 13.72% Q4 2025 Feb 13, 2026
WealthTrak Capital Management LLC History Added to 153,933 15,384 11.02% 1.89% 43 +130,996 571.11% Q4 2025 Feb 10, 2026
3EDGE Asset Management, LP History Reduced 146,414 14,678 0.76% 2.13% 44 -230,510 -61.16% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History Reduced 145,623 14,556 0.02% 0.03% 45 -43,729 -23.09% Q4 2025 Feb 17, 2026
VanWeelden Wealth Management, LLC History Added to 144,432 14,434 11.34% 11.35% 46 +6,719 4.88% Q4 2025 Feb 02, 2026
Robertson Stephens Wealth Management, LLC History Reduced 136,656 13,704 0.36% 0.42% 47 -1,762 -1.27% Q4 2025 Feb 02, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 121,481 12,140 0.76% 0.71% 48 +22,579 22.83% Q4 2025 Feb 11, 2026
Winch Advisory Services, LLC History Added to 117,486 11,741 2.6% 1.8% 49 +37,734 47.31% Q4 2025 Feb 03, 2026
ALESCO ADVISORS LLC History Added to 114,500 11,443 0.3% 0.29% 50 +6,411 5.93% Q4 2025 Jan 28, 2026
&PARTNERS History Added to 113,838 11,376 0.06% 0.06% 51 +26,574 30.45% Q4 2025 Feb 17, 2026
Cannon Capital Management, Inc. History New 112,871 11,280 9.92% 52 +112,871 New Q4 2025 Jan 30, 2026
Private Advisory Group LLC History Added to 111,027 11,096 0.87% 0.29% 53 +75,306 210.82% Q4 2025 Jan 15, 2026
Baker Ellis Asset Management LLC History Reduced 108,190 10,812 1.3% 1.4% 54 -4,929 -4.36% Q4 2025 Jan 21, 2026
MBL Wealth, LLC History Reduced 106,312 10,624 0.85% 0.94% 55 -1,131 -1.05% Q4 2025 Jan 21, 2026
GUIDANCE CAPITAL, INC History Added to 104,980 10,510 2.57% 2.42% 56 +12,505 13.52% Q4 2025 Jan 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 100,929 10,089 0.01% 0.01% 57 +5,052 5.27% Q4 2025 Jan 08, 2026
Eldridge Investment Advisors, Inc. History Reduced 93,499 9,344 2.06% 2.22% 58 -4,193 -4.29% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 93,329 9,327 0.02% 0.01% 59 +59,377 174.89% Q4 2025 Feb 05, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History Reduced 92,150 9,209 4.09% 9.13% 60 -116,848 -55.91% Q4 2025 Jan 20, 2026
One Capital Management, LLC History Reduced 90,532 9,047 0.27% 0.93% 61 -201,141 -68.96% Q4 2025 Feb 10, 2026
Tradewinds, LLC. History Added to 90,144 9,009 2.15% 1.1% 62 +44,888 99.19% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 85,514 8,546 0.02% 0.01% 63 +27,829 48.24% Q4 2025 Mar 16, 2026
B. Riley Wealth Advisors, Inc. History Added to 85,322 8,527 0.39% 0.36% 64 +8,112 10.51% Q4 2025 Feb 17, 2026
Castle Rock Wealth Management, LLC History Reduced 85,149 8,510 1.84% 1.93% 65 -2,274 -2.6% Q4 2025 Feb 05, 2026
Sterneck Capital Management, LLC History Reduced 83,058 8,300 3.74% 4.08% 66 -4,435 -5.07% Q4 2025 Jan 22, 2026
OPPENHEIMER & CO INC History Reduced 81,808 8,175 0.12% 0.12% 67 -13,773 -14.41% Q4 2025 Feb 02, 2026
Equitable Holdings, Inc. History Reduced 80,308 8,025 0.05% 0.06% 68 -6,774 -7.78% Q4 2025 Feb 17, 2026
Nicholson Meyer Capital Management, Inc. History Added to 77,554 7,750 5.86% 5.93% 69 +549 0.71% Q4 2025 Jan 28, 2026
NorthStar Asset Management LLC /NJ/ History Reduced 70,648 7,060 3.18% 3.44% 70 -1,099 -1.53% Q4 2025 Feb 10, 2026
Finhabits Advisors LLC History New 68,829 6,878 6.46% 71 +68,829 New Q4 2025 Jan 29, 2026
Tevis Investment Management History No change 68,207 6,836 4.12% 4.12% 72 0 0.0% Q4 2025 Feb 02, 2026
Wilkerson Advisory Group LLC History New 68,093 6,805 2.4% 73 +68,093 New Q4 2025 Feb 13, 2026
MADDEN SECURITIES Corp History Added to 65,051 6,501 1.98% 1.38% 74 +20,011 44.43% Q4 2025 Feb 04, 2026
RETIREMENT CAPITAL STRATEGIES History Added to 63,706 6,366 2.36% 2.28% 75 +4,342 7.31% Q4 2025 Feb 13, 2026
Goldstein Advisors, LLC History Reduced 63,277 6,323 0.72% 0.83% 76 -4,924 -7.22% Q4 2025 Feb 10, 2026
Perigon Wealth Management, LLC History Reduced 61,734 6,169 0.11% 0.13% 77 -3,638 -5.57% Q4 2025 Jan 16, 2026
Kestra Advisory Services, LLC History Added to 56,260 5,622 0.02% 0.02% 78 +20,013 55.21% Q4 2025 Feb 13, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 53,106 5,307 0.34% 0.08% 79 +40,841 332.99% Q4 2025 Jan 07, 2026
TRUIST FINANCIAL CORP History Added to 52,389 5,235 0.01% 0.01% 80 +2,450 4.91% Q4 2025 Feb 02, 2026
MML INVESTORS SERVICES, LLC History Added to 52,031 5,199 0.01% 0.01% 81 +2,596 5.25% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 51,853 5,182 0.06% 0.08% 82 +912 1.79% Q4 2025 Jan 23, 2026
Beverly Hills Private Wealth, LLC History Reduced 50,293 5,026 0.86% 1.04% 83 -8,678 -14.72% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Reduced 49,410 4,938 0.02% 0.02% 84 -5 -0.01% Q4 2025 Feb 17, 2026
GatePass Capital, LLC History Reduced 49,400 4,937 2.54% 2.95% 85 -1,650 -3.23% Q4 2025 Feb 09, 2026
Helium Advisors LLC History Reduced 48,623 4,859 4.92% 5.61% 86 -18,429 -27.48% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 46,316 4,628 0.01% 0.01% 87 +4,994 12.09% Q4 2025 Feb 13, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 45,923 4,589 0.5% 0.48% 88 +3,942 9.39% Q4 2025 Feb 18, 2026
ALTFEST L J & CO INC History Reduced 44,220 4,419 0.48% 1.01% 89 -46,036 -51.01% Q4 2025 Jan 23, 2026
Blueprint Investment Partners LLC History Reduced 44,205 4,417 0.47% 0.84% 90 -15,722 -26.24% Q4 2025 Feb 17, 2026
Accurate Wealth Management, LLC History Added to 44,139 4,414 0.56% 0.4% 91 +14,398 48.41% Q4 2025 Jan 14, 2026
Blueprint Financial Advisors LLC History Reduced 43,888 4,386 0.67% 1.3% 92 -16,039 -26.76% Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 43,622 4,374 0.18% 0.14% 93 +10,513 31.75% Q4 2025 Feb 09, 2026
Sloy Dahl & Holst, LLC History Added to 42,772 4,274 0.51% 0.4% 94 +4,829 12.73% Q4 2025 Feb 04, 2026
SYON CAPITAL LLC History Added to 42,743 4,271 0.21% 0.22% 95 +1,376 3.33% Q4 2025 Feb 11, 2026
MGO ONE SEVEN LLC History Reduced 42,257 4,223 0.09% 0.11% 96 -3,763 -8.18% Q4 2025 Feb 03, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 41,852 4,196 0.09% 0.12% 97 -9,365 -18.28% Q4 2025 Jan 27, 2026
AQR CAPITAL MANAGEMENT LLC History New 39,812 3,978 0.0% 98 +39,812 New Q4 2025 Feb 17, 2026
Allen Capital Group, LLC History Added to 39,400 3,937 0.36% 0.37% 99 +290 0.74% Q4 2025 Feb 09, 2026
Capital Advisors, Ltd. LLC History Added to 38,597 3,857 0.43% 0.12% 100 +27,613 251.39% Q4 2025 Jan 21, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History New 37,983 3,796 2.12% 101 +37,983 New Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History Reduced 37,958 3,793 0.12% 0.13% 102 -66 -0.17% Q4 2025 Feb 13, 2026
Financial & Tax Architects, LLC History Reduced 37,478 3,745 0.84% 1.44% 103 -27,755 -42.55% Q4 2025 Jan 21, 2026
SCOTIA CAPITAL INC. History Reduced 37,466 3,744 0.02% 0.02% 104 -786 -2.05% Q4 2025 Feb 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 36,273 3,625 0.06% 0.06% 105 +7,091 24.3% Q4 2025 Feb 19, 2026
JPMORGAN CHASE & CO History Reduced 35,813 3,579 0.0% 0.0% 106 -47,902 -57.22% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Added to 35,792 3,577 0.02% 0.02% 107 +802 2.29% Q4 2025 Feb 12, 2026
Saiph Capital, LLC History Added to 34,765 3,474 1.25% 0.78% 108 +13,148 60.82% Q4 2025 Feb 12, 2026
ATWOOD & PALMER INC History No change 33,792 3,377 0.19% 0.2% 109 0 0.0% Q4 2025 Jan 28, 2026
Measured Risk Portfolios, Inc. History Added to 32,811 3,279 3.25% 0.73% 110 +24,953 317.55% Q4 2025 Jan 27, 2026
G&S Capital LLC History Reduced 31,994 3,197 1.13% 1.48% 111 -7,916 -19.83% Q4 2025 Jan 28, 2026
North Forty Two & Co. History Added to 31,710 3,169 2.99% 3.08% 112 +250 0.79% Q4 2025 Feb 09, 2026
Sowell Financial Services LLC History Reduced 31,624 3,160 0.12% 0.13% 113 -1,584 -4.77% Q4 2025 Jan 21, 2026
HighTower Advisors, LLC History Reduced 31,255 3,123 0.0% 0.0% 114 -278 -0.88% Q4 2025 Feb 06, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 30,831 3,091 1.93% 2.03% 115 0 0.0% Q4 2025 Feb 24, 2026
Curated Wealth Partners LLC History New 30,250 3,023 0.33% 116 +30,250 New Q4 2025 Jan 12, 2026
Mezzasalma Advisors, LLC History Added to 28,862 2,885 0.69% 0.73% 117 +221 0.77% Q4 2025 Jan 21, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 28,753 2,873 0.38% 0.16% 118 +17,375 152.71% Q4 2025 Jan 21, 2026
CITIGROUP INC History Added to 28,377 2,836 0.0% 0.0% 119 +5,565 24.4% Q4 2025 Feb 13, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Reduced 28,189 2,817 0.46% 0.5% 120 -132 -0.47% Q4 2025 Feb 11, 2026
KG&L Capital Management,LLC History Added to 26,876 2,685 0.67% 0.62% 121 +3,674 15.83% Q4 2025 Jan 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 26,643 2,662 0.03% 0.04% 122 -1,038 -3.75% Q4 2025 Jan 29, 2026
Hara Capital LLC History Reduced 25,388 2,545 1.42% 2.52% 123 -17,257 -40.47% Q4 2025 Jan 15, 2026
Atlas Legacy Advisors, LLC History Added to 25,382 2,536 0.44% 0.45% 124 +2,299 9.96% Q4 2025 Jan 29, 2026
VICUS CAPITAL History Added to 24,984 2,496 0.19% 0.19% 125 +504 2.06% Q4 2025 Jan 22, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Added to 24,840 2,482 1.22% 1.17% 126 +1,850 8.05% Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History Reduced 24,475 2,446 1.17% 1.4% 127 -6,349 -20.6% Q4 2025 Feb 03, 2026
Kovack Advisors, Inc. History New 24,332 2,431 0.11% 128 +24,332 New Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Reduced 23,968 2,395 0.02% 0.02% 129 -6,398 -21.07% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 23,786 2,377 0.0% 0.0% 130 -1,656 -6.51% Q4 2025 Jan 30, 2026
AVALON CAPITAL MANAGEMENT History Reduced 23,327 2,331 0.56% 0.64% 131 -2,891 -11.03% Q4 2025 Feb 11, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 22,278 2,226 0.13% 0.17% 132 -6,712 -23.15% Q4 2025 Jan 23, 2026
Apollon Wealth Management, LLC History Reduced 21,942 2,192 0.04% 0.04% 133 -3,275 -12.99% Q4 2025 Jan 22, 2026
TECTONIC ADVISORS LLC History Reduced 21,511 2,149 0.11% 0.12% 134 -602 -2.72% Q4 2025 Jan 23, 2026
Redhawk Wealth Advisors, Inc. History Reduced 21,463 2,145 0.24% 0.26% 135 -613 -2.78% Q4 2025 Jan 14, 2026
Successful Portfolios LLC History Added to 21,399 2,140 1.09% 1.24% 136 +199 0.94% Q4 2025 Jan 23, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 21,274 2,133 0.1% 0.15% 137 +300 1.43% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 21,274 2,126 0.03% 0.04% 138 +300 1.43% Q4 2025 Feb 06, 2026
CWM, LLC History Reduced 20,755 2,074 0.01% 0.01% 139 -2,546 -10.93% Q4 2025 Jan 26, 2026
CENTAURUS FINANCIAL, INC. History Added to 20,733 2,072 0.09% 0.09% 140 +2,372 12.92% Q4 2025 Feb 13, 2026
Orin Green Financial, LLC History No change 20,106 2,009 0.8% 0.81% 141 0 0.0% Q4 2025 Feb 06, 2026
Caprock Group, LLC History Added to 19,545 1,959 0.04% 0.01% 142 +14,309 273.28% Q4 2025 Jan 28, 2026
BridgePort Financial Solutions, LLC History Reduced 19,414 1,940 0.52% 0.56% 143 -1,220 -5.91% Q4 2025 Jan 16, 2026
Everest Management Corp. History Reduced 19,242 1,923 1.07% 2.34% 144 -17,435 -47.54% Q4 2025 Feb 02, 2026
Pflug Koory, LLC History Reduced 19,081 1,906 0.89% 0.92% 145 -382 -1.96% Q4 2025 Jan 20, 2026
Turtle Creek Wealth Advisors, LLC History Added to 18,422 1,841 0.14% 0.06% 146 +11,938 184.11% Q4 2025 Jan 28, 2026
Sanctuary Advisors, LLC History Added to 18,172 1,816 0.01% 0.01% 147 +5,697 45.67% Q4 2025 Jan 29, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 18,164 1,815 0.06% 0.01% 148 +15,151 502.85% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 17,646 1,763 0.01% 0.0% 149 +10,335 141.36% Q4 2025 Feb 12, 2026
Westside Investment Management, Inc. History Added to 17,518 1,750 0.28% 0.28% 150 +246 1.42% Q4 2025 Jan 23, 2026
Hardworking Capital Advisors, LLC History New 17,095 1,708 1.55% 151 +17,095 New Q4 2025 Feb 12, 2026
Ignite Planners, LLC History Added to 16,872 1,690 0.26% 0.27% 153 +510 3.12% Q4 2025 Feb 06, 2026
ARVEST INVESTMENTS, INC. History Added to 16,918 1,690 0.24% 0.24% 152 +507 3.09% Q4 2025 Jan 20, 2026
Blue Zone Wealth Advisors, LLC History New 16,895 1,688 0.32% 154 +16,895 New Q4 2025 Jan 21, 2026
Birchcreek Wealth Management, LLC History Added to 16,487 1,647 0.81% 0.63% 155 +4,230 34.51% Q4 2025 Jan 16, 2026
Beacon Pointe Advisors, LLC History Added to 16,197 1,618 0.01% 0.01% 156 +4,918 43.6% Q4 2025 Feb 18, 2026
Barnes Dennig Private Wealth Management LLC History Added to 15,561 1,555 1.56% 1.46% 157 +1,968 14.48% Q4 2025 Jan 14, 2026
POTENTIA WEALTH History Reduced 15,516 1,550 0.57% 0.61% 158 -365 -2.3% Q4 2025 Feb 13, 2026
INTEGRITY ALLIANCE, LLC. History New 15,419 1,540 0.06% 159 +15,419 New Q4 2025 Feb 09, 2026
SFG Wealth Management, LLC. History New 15,381 1,537 0.6% 160 +15,381 New Q4 2025 Feb 03, 2026
Blume Capital Management, Inc. History Reduced 15,181 1,517 0.28% 1.18% 161 -46,897 -75.55% Q4 2025 Feb 05, 2026
GPS Wealth Strategies Group, LLC History Added to 15,150 1,514 1.29% 0.01% 163 +14,247 1577.74% Q4 2025 Feb 06, 2026
Jacobi Capital Management LLC History Added to 15,158 1,514 0.09% 0.07% 162 +3,270 27.51% Q4 2025 Feb 13, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 14,862 1,485 0.19% 0.23% 164 -1,489 -9.11% Q4 2025 Jan 15, 2026
Salvus Wealth Management, LLC History Added to 14,666 1,465 0.82% 0.74% 165 +1,385 10.43% Q4 2025 Jan 12, 2026
Selby Wealth Management, LLC History New 14,474 1,446 0.58% 166 +14,474 New Q4 2025 Feb 13, 2026
Main Street Group, LTD History Reduced 14,128 1,411 0.49% 1.73% 167 -44,953 -76.09% Q4 2025 Jan 26, 2026
Peak Asset Management, LLC History Added to 14,114 1,410 0.24% 0.21% 168 +2,216 18.62% Q4 2025 Feb 05, 2026
Quadcap Wealth Management, LLC History Reduced 12,840 1,283 0.15% 0.16% 169 -935 -6.79% Q4 2025 Jan 29, 2026
Elevation Capital Advisory, LLC History New 12,698 1,269 0.52% 170 +12,698 New Q4 2025 Jan 26, 2026
Sugar Maple Asset Management, LLC History Reduced 12,620 1,261 0.85% 0.92% 171 -240 -1.87% Q4 2025 Jan 20, 2026
Intellectus Partners, LLC History Reduced 12,538 1,257 0.24% 0.28% 172 -1,795 -12.52% Q4 2025 Feb 10, 2026
BEACON FINANCIAL GROUP History New 12,476 1,246 0.12% 173 +12,476 New Q4 2025 Apr 01, 2026
Global View Capital Management LLC History Reduced 12,222 1,221 0.23% 0.26% 174 -1 -0.01% Q4 2025 Jan 14, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History Added to 11,719 1,171 0.17% 0.12% 175 +3,843 48.79% Q4 2025 Feb 10, 2026
BOURGEON CAPITAL MANAGEMENT LLC History Reduced 11,702 1,169 0.19% 0.22% 176 -366 -3.03% Q4 2025 Jan 15, 2026
Inscription Capital, LLC History Added to 11,673 1,166 0.12% 0.12% 177 +574 5.17% Q4 2025 Jan 29, 2026
Harbour Capital Advisors, LLC History New 11,650 1,164 0.24% 178 +11,650 New Q4 2025 Jan 07, 2026
Narus Financial Partners, LLC History Reduced 11,639 1,163 0.32% 0.32% 179 -59 -0.5% Q4 2025 Feb 09, 2026
BURNEY CO/ History Reduced 11,463 1,145 0.04% 0.04% 180 -970 -7.8% Q4 2025 Jan 23, 2026
Delta Investment Management, LLC History Reduced 11,452 1,144 0.2% 0.23% 181 -1,391 -10.83% Q4 2025 Jan 30, 2026
Capital Asset Advisory Services LLC History Reduced 11,181 1,117 0.04% 0.07% 182 -5,989 -34.88% Q4 2025 Jan 09, 2026
Retireful, LLC History Reduced 11,072 1,109 1.39% 3.79% 183 -28,034 -71.69% Q4 2025 Jan 15, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 11,069 1,106 0.03% 0.03% 184 -843 -7.08% Q4 2025 Jan 23, 2026
Copley Financial Group, Inc. History Added to 10,661 1,065 0.66% 0.32% 185 +5,928 125.25% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 10,568 1,058 0.0% 0.0% 186 +449 4.44% Q4 2025 Feb 10, 2026
THRYVE WEALTH MANAGEMENT LLC History New 10,412 1,040 0.51% 187 +10,412 New Q4 2025 Feb 25, 2026
JANE STREET GROUP, LLC History Reduced 10,035 1,002 0.0% 0.0% 188 -7,481 -42.71% Q4 2025 Feb 12, 2026
WOLFF WIESE MAGANA LLC History Reduced 10,034 1,002 0.55% 0.63% 189 -1,088 -9.78% Q4 2025 Jan 14, 2026
Cannon Advisors, Inc. History Added to 9,822 982 0.69% 0.45% 190 +3,205 48.44% Q4 2025 Jan 15, 2026
Stratos Wealth Partners, LTD. History Added to 9,805 979 0.01% 0.01% 191 +1,755 21.8% Q4 2025 Jan 20, 2026
COMERICA BANK History Reduced 9,228 922 0.0% 0.01% 192 -9,764 -51.41% Q4 2025 Jan 29, 2026
Valmark Advisers, Inc. History Reduced 9,176 917 0.01% 0.02% 193 -2,807 -23.42% Q4 2025 Jan 26, 2026
Trevian Wealth Management LLC History New 9,085 907 0.43% 194 +9,085 New Q4 2025 Feb 05, 2026
Compound Planning, Inc. History Reduced 8,949 894 0.03% 0.04% 195 -4,879 -35.28% Q4 2025 Feb 19, 2026
Stratos Wealth Advisors, LLC History Added to 8,747 874 0.04% 0.03% 196 +2,575 41.72% Q4 2025 Jan 20, 2026
Symphony Financial, Ltd. Co. History New 8,738 873 0.12% 197 +8,738 New Q4 2025 Feb 11, 2026
Prime Capital Investment Advisors, LLC History Added to 8,685 868 0.01% 0.01% 198 +3,233 59.3% Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History Added to 8,690 868 0.02% 0.01% 199 +2,585 42.34% Q4 2025 Feb 06, 2026
STEPHENS INC /AR/ History Reduced 8,672 866 0.01% 0.01% 200 -56 -0.64% Q4 2025 Feb 05, 2026
Blue Trust, Inc. History Added to 8,608 860 0.01% 0.01% 201 +100 1.18% Q4 2025 Jan 16, 2026
Coyle Financial Counsel LLC History Added to 8,590 858 0.18% 0.18% 202 +609 7.63% Q4 2025 Feb 10, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History New 8,583 857 0.05% 203 +8,583 New Q4 2025 Jan 20, 2026
TWO SIGMA SECURITIES, LLC History Reduced 8,462 845 0.12% 0.13% 204 -616 -6.79% Q4 2025 Feb 17, 2026
Activest Wealth Management History Added to 8,430 842 0.16% 205 +8,424 140400.0% Q4 2025 Jan 30, 2026
Waverly Advisors, LLC History Added to 8,240 823 0.01% 0.01% 206 +2,815 51.89% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Added to 8,124 811 0.01% 0.01% 207 +281 3.58% Q4 2025 Jan 21, 2026
VVR Holdings LLC History New 8,112 810 0.42% 208 +8,112 New Q4 2025 Feb 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 8,102 809 0.0% 0.0% 210 -1,250 -13.37% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 8,099 809 0.0% 0.0% 209 +150 1.89% Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History New 8,086 808 0.02% 211 +8,086 New Q4 2025 Feb 04, 2026
BlackRock, Inc. History Added to 8,086 808 0.0% 0.0% 212 +2,305 39.87% Q4 2025 Feb 12, 2026
Legacy Wealth Partners, LLC History New 8,055 805 0.21% 213 +8,055 New Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 8,040 803 0.0% 0.0% 214 +2,675 49.86% Q4 2025 Jan 26, 2026
IEQ CAPITAL, LLC History Reduced 8,043 803 0.0% 0.0% 215 -557 -6.48% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 8,004 799 0.01% 0.01% 216 +5,064 172.24% Q4 2025 Jan 29, 2026
Cairn Investment Group, Inc. History Reduced 7,920 792 0.38% 0.37% 217 -80 -1.0% Q4 2025 Feb 02, 2026
Bravias Capital Group, LLC History Reduced 7,898 789 0.48% 0.53% 218 -39 -0.49% Q4 2025 Jan 29, 2026
Triumph Capital Management History Reduced 7,854 784 0.17% 0.27% 219 -2,207 -21.94% Q4 2025 Feb 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 7,696 769 0.04% 220 +7,696 New Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Added to 7,599 759 0.04% 0.03% 221 +1,688 28.56% Q4 2025 Feb 17, 2026
IFC Advisors LLC History New 7,507 750 0.11% 222 +7,507 New Q4 2025 Feb 12, 2026
BETO FINANCIAL GROUP, LLC History New 7,474 746 0.5% 223 +7,474 New Q4 2025 Feb 10, 2026
Clearwater Capital Advisors, LLC History Reduced 7,460 745 0.06% 0.08% 224 -2,491 -25.03% Q4 2025 Feb 09, 2026
Peak Planning Group, LLC History New 7,441 743 0.21% 225 +7,441 New Q4 2025 Feb 13, 2026
Silver Coast Investments LLC History Reduced 7,375 737 0.25% 0.32% 226 -2,069 -21.91% Q4 2025 Jan 27, 2026
Archvest Wealth Advisors, Inc. History Added to 7,369 736 0.47% 0.35% 227 +3,457 88.37% Q4 2025 Feb 13, 2026
Mengis Capital Management, Inc. History Added to 7,332 732 0.13% 0.12% 228 +1,376 23.1% Q4 2025 Mar 05, 2026
Silicon Valley Capital Partners History Added to 7,308 730 0.07% 0.05% 229 +1,790 32.44% Q4 2025 Feb 13, 2026
Occidental Asset Management, LLC History No change 7,302 729 0.09% 0.09% 230 0 0.0% Q4 2025 Jan 08, 2026
Magnus Financial Group LLC History Added to 7,288 728 0.06% 0.04% 231 +2,054 39.24% Q4 2025 Jan 07, 2026
Objective Capital Management, LLC History New 7,148 714 0.73% 232 +7,148 New Q4 2025 Feb 04, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 7,120 711 0.1% 0.11% 233 -800 -10.1% Q4 2025 Jan 14, 2026
FSC Wealth Advisors, LLC History Reduced 7,060 705 1.14% 1.25% 235 -14,501 -67.26% Q4 2025 Jan 22, 2026
Essex Financial Services, Inc. History Reduced 7,058 705 0.04% 0.04% 234 -34 -0.48% Q4 2025 Feb 10, 2026
Single Point Partners, LLC History Reduced 6,861 685 0.14% 0.16% 236 -1,085 -13.65% Q4 2025 Jan 26, 2026
Arkadios Wealth Advisors History Added to 6,606 660 0.01% 0.01% 237 +3,108 88.85% Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 6,429 642 0.04% 238 +6,429 New Q4 2025 Feb 10, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 6,382 637 0.53% 0.57% 240 -491 -7.14% Q4 2025 Jan 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 6,383 637 0.0% 0.0% 239 -450 -6.59% Q4 2025 Feb 17, 2026
Carr Financial Group Corp History Reduced 6,293 628 0.17% 0.2% 241 -898 -12.49% Q4 2025 Jan 09, 2026
Advisory Services Network, LLC History Added to 6,214 620 0.01% 0.01% 242 +741 13.54% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History New 6,144 614 0.03% 243 +6,144 New Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 6,143 613 0.04% 0.03% 244 +2,978 94.09% Q4 2025 Feb 03, 2026
Asset One Wealth Management LLC History New 5,755 575 0.08% 245 +5,755 New Q4 2025 Feb 17, 2026
World Investment Advisors History New 5,645 564 0.01% 246 +5,645 New Q4 2025 Mar 12, 2026
Fermata Advisors, LLC History Reduced 5,620 561 0.13% 0.19% 247 -2,020 -26.44% Q4 2025 Jan 08, 2026
North Berkeley Wealth Management, LLC History New 5,515 551 0.32% 248 +5,515 New Q4 2025 Feb 10, 2026
Rock Point Advisors, LLC History Reduced 5,488 548 0.14% 0.16% 249 -500 -8.35% Q4 2025 Feb 04, 2026
Investment Partners Asset Management, Inc. History Reduced 5,441 543 0.34% 0.36% 250 -62 -1.13% Q4 2025 Jan 15, 2026
Belpointe Asset Management LLC History Added to 5,326 532 0.02% 0.01% 251 +2,487 87.6% Q4 2025 Jan 27, 2026
Kelman-Lazarov, Inc. History Reduced 5,283 527 0.08% 0.1% 252 -1,196 -18.46% Q4 2025 Jan 26, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 5,264 526 0.07% 0.05% 253 +1,515 40.41% Q4 2025 Jan 23, 2026
Tradition Wealth Management, LLC History Added to 5,114 511 0.04% 0.04% 254 +114 2.28% Q4 2025 Feb 11, 2026
PRIVATE TRUST CO NA History Added to 5,074 507 0.04% 0.04% 255 +971 23.67% Q4 2025 Jan 26, 2026
High Probability Advisors, LLC History Added to 4,842 483 0.06% 0.07% 256 +47 0.98% Q4 2025 Jan 29, 2026
NorthRock Partners, LLC History New 4,806 480 0.01% 257 +4,806 New Q4 2025 Feb 17, 2026
Fort Sheridan Advisors LLC History Added to 4,691 468 0.06% 0.03% 258 +2,176 86.52% Q4 2025 Feb 10, 2026
Concorde Asset Management, LLC History New 4,677 467 0.19% 259 +4,677 New Q4 2025 Feb 13, 2026
Synergy Financial Group, LTD History Added to 4,372 436 0.31% 0.24% 260 +773 21.48% Q4 2025 Feb 17, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 4,309 430 0.05% 0.06% 261 -51 -1.17% Q4 2025 Jan 07, 2026
Savvy Advisors, Inc. History Added to 4,120 411 0.01% 0.02% 262 +105 2.62% Q4 2025 Jan 20, 2026
Geneos Wealth Management Inc. History Added to 4,012 400 0.01% 0.01% 263 +1,312 48.59% Q4 2025 Jan 28, 2026
Ted Buchan & Co History No change 4,000 399 0.15% 0.16% 264 0 0.0% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History Added to 3,940 395 0.0% 0.0% 265 +209 5.6% Q4 2025 Feb 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History New 3,897 389 0.04% 266 +3,897 New Q4 2025 Jan 27, 2026
TKG Advisors, LLC History Reduced 3,818 381 0.15% 0.18% 267 -401 -9.5% Q4 2025 Jan 29, 2026
RHS Financial, LLC History Reduced 3,663 366 0.18% 0.22% 268 -514 -12.31% Q4 2025 Jan 16, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 3,588 359 0.08% 0.06% 269 +1,376 62.21% Q4 2025 Feb 04, 2026
Falcon Wealth Planning History Added to 3,432 342 0.03% 0.02% 270 +1,217 54.94% Q4 2025 Feb 03, 2026
IFP Advisors, Inc History Reduced 3,409 340 0.01% 0.01% 271 -258 -7.04% Q4 2025 Feb 06, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Reduced 3,372 336 0.09% 0.13% 272 -1,501 -30.8% Q4 2025 Jan 13, 2026
Pinnacle Financial Partners, Inc. History New 3,337 333 0.0% 273 +3,337 New Q4 2025 Feb 18, 2026
ADAPT WEALTH ADVISORS, LLC History No change 3,320 331 0.11% 0.12% 274 0 0.0% Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History Added to 3,219 322 0.01% 0.01% 275 +1,068 49.65% Q4 2025 Feb 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 3,208 320 0.0% 276 +3,208 New Q4 2025 Feb 10, 2026
Morton Capital Management LLC/CA History Added to 3,202 319 0.05% 0.05% 277 +2 0.06% Q4 2025 Feb 03, 2026
Upper Left Wealth Management, LLC History Reduced 3,148 314 0.19% 0.21% 278 -122 -3.73% Q4 2025 Jan 22, 2026
Hibernia Wealth Partners, LLC History New 3,135 313 0.09% 279 +3,135 New Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Reduced 3,093 309 0.0% 0.0% 280 -147 -4.54% Q4 2025 Feb 12, 2026
Prosperity Financial Group, Inc. History New 3,071 306 0.11% 281 +3,071 New Q4 2025 Jan 26, 2026
Kingsview Wealth Management, LLC History Added to 2,990 298 0.0% 0.0% 282 +731 32.36% Q4 2025 Feb 09, 2026
Allworth Financial LP History New 2,956 295 0.0% 283 +2,956 New Q4 2025 Feb 05, 2026
PFG Advisors History Added to 2,847 284 0.01% 0.01% 284 +24 0.85% Q4 2025 Jan 27, 2026
GTS SECURITIES LLC History New 2,825 282 0.01% 285 +2,825 New Q4 2025 Feb 13, 2026
TrueMark Investments, LLC History New 2,756 275 0.05% 287 +2,756 New Q4 2025 Jan 14, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 2,750 275 0.19% 0.2% 286 0 0.0% Q4 2025 Feb 13, 2026
Acorn Wealth Advisors, LLC History Added to 2,715 271 0.08% 0.08% 288 +29 1.08% Q4 2025 Feb 10, 2026
Moors & Cabot, Inc. History No change 2,700 269 0.01% 0.01% 289 0 0.0% Q4 2025 Feb 10, 2026
Harborfront Financial Group LLC History New 2,662 266 1.98% 292 +2,662 New Q4 2025 Feb 17, 2026
Global Assets Advisory, LLC History Added to 2,666 266 0.08% 0.07% 291 +369 16.06% Q4 2025 Feb 09, 2026
FIDUCIARY TRUST CO History Reduced 2,666 266 0.0% 0.0% 290 -100 -3.62% Q4 2025 Feb 13, 2026
Kestra Investment Management, LLC History New 2,653 265 0.01% 293 +2,653 New Q4 2025 Feb 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 2,606 260 0.0% 294 +2,606 New Q4 2025 Feb 17, 2026
Keystone Wealth Services, LLC History Reduced 2,611 260 0.05% 0.08% 295 -1,141 -30.41% Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History Added to 2,484 248 0.0% 0.0% 296 +471 23.4% Q4 2025 Feb 13, 2026
Five Oceans Advisors History Reduced 2,480 247 0.09% 0.12% 297 -847 -25.46% Q4 2025 Jan 16, 2026
Values First Advisors, Inc. History Added to 2,460 245 0.13% 0.13% 298 +41 1.69% Q4 2025 Jan 30, 2026
Prospera Financial Services Inc History New 2,446 244 0.0% 299 +2,446 New Q4 2025 Feb 09, 2026
Sightline Wealth Advisors, LLC History Reduced 2,413 241 0.1% 0.12% 300 -184 -7.09% Q4 2025 Jan 26, 2026
Golden State Equity Partners History New 2,392 239 0.04% 301 +2,392 New Q4 2025 Jan 29, 2026
Navalign, LLC History No change 2,385 238 0.06% 0.06% 302 0 0.0% Q4 2025 Feb 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 2,369 236 0.0% 0.0% 303 -1,811 -43.33% Q4 2025 Feb 18, 2026
Arete Wealth Advisors, LLC History Reduced 2,312 231 0.01% 0.02% 304 -1,361 -37.05% Q4 2025 Feb 13, 2026
HOLDERNESS INVESTMENTS CO History Added to 2,200 219 0.04% 0.04% 306 +9 0.41% Q4 2025 Feb 10, 2026
Haverford Trust Co History No change 2,200 219 0.0% 0.0% 305 0 0.0% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 2,173 217 0.01% 0.01% 307 -50 -2.25% Q4 2025 Feb 09, 2026
FULCRUM WEALTH ADVISORS, LLC History New 2,131 212 0.17% 309 +2,131 New Q4 2025 Feb 02, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History New 2,123 212 0.0% 308 +2,123 New Q4 2025 Feb 12, 2026
Camelot Portfolios, LLC History Reduced 2,091 208 0.13% 0.13% 310 -42 -1.97% Q4 2025 Jan 29, 2026
Cane Capital Partners, LLC History New 2,050 204 0.08% 311 +2,050 New Q4 2025 Jan 21, 2026
HBW ADVISORY SERVICES LLC History Added to 2,017 201 0.02% 0.02% 312 +16 0.8% Q4 2025 Jan 23, 2026
Kathmere Capital Management, LLC History No change 2,008 200 0.01% 0.01% 313 0 0.0% Q4 2025 Jan 13, 2026
AdvisorNet Financial, Inc History Added to 1,976 197 0.01% 0.01% 314 +82 4.33% Q4 2025 Jan 20, 2026
Investors Research Corp History Added to 1,791 178 0.03% 0.03% 315 +62 3.59% Q4 2025 Jan 06, 2026
Spire Wealth Management History No change 1,676 167 0.01% 0.01% 316 0 0.0% Q4 2025 Jan 14, 2026
EPG Wealth Management LLC History New 1,597 159 0.04% 317 +1,597 New Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 1,453 145 0.0% 0.0% 318 -851 -36.94% Q4 2025 Feb 11, 2026
CX Institutional History Reduced 1,186 119 0.0% 0.0% 319 -437 -26.93% Q4 2025 Feb 02, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,025 102 0.0% 0.0% 320 0 0.0% Q4 2025 Jan 28, 2026
CoreCap Advisors, LLC History Reduced 919 91 0.0% 0.0% 321 -95 -9.37% Q4 2025 Jan 13, 2026
Princeton Global Asset Management LLC History No change 905 90 0.01% 0.01% 322 0 0.0% Q4 2025 Jan 20, 2026
Allspring Global Investments Holdings, LLC History No change 779 77 0.0% 0.0% 323 0 0.0% Q4 2025 Jan 15, 2026
Tower Research Capital LLC (TRC) History New 688 68 0.0% 324 +688 New Q4 2025 Feb 17, 2026
Caldwell Trust Co History New 641 64 0.01% 325 +641 New Q4 2025 Jan 30, 2026
Golden State Wealth Management, LLC History Added to 639 63 0.01% 0.01% 326 +6 0.95% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 570 56 0.0% 0.0% 327 0 0.0% Q4 2025 Feb 06, 2026
Cape Investment Advisory, Inc. History Reduced 553 55 0.02% 0.05% 328 -5 -0.9% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 494 49 0.0% 329 +493 49300.0% Q4 2025 Jan 23, 2026
MAI Capital Management History Reduced 486 48 0.0% 0.0% 330 -9 -1.82% Q4 2025 Feb 13, 2026
Friedenthal Financial History Reduced 440 43 0.02% 0.03% 331 -165 -27.27% Q4 2025 Jan 27, 2026
HARBOUR INVESTMENTS, INC. History No change 379 37 0.0% 0.0% 332 0 0.0% Q4 2025 Feb 09, 2026
IMG Wealth Management, Inc. History Added to 324 32 0.02% 0.02% 333 +3 0.93% Q4 2025 Feb 05, 2026
MASECO LLP History New 246 24 0.0% 334 +246 New Q4 2025 Jan 22, 2026
Kingdom Financial Group LLC. History New 240 23 0.01% 335 +240 New Q4 2025 Feb 06, 2026
WealthCollab, LLC History No change 236 23 0.01% 0.01% 336 0 0.0% Q4 2025 Jan 27, 2026
FMR LLC History Added to 214 21 0.0% 0.0% 337 +132 160.98% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 158 15 0.0% 0.0% 338 +58 58.0% Q4 2025 Feb 11, 2026
HFM Investment Advisors, LLC History Added to 157 15 0.01% 0.0% 340 +34 27.64% Q4 2025 Feb 05, 2026
CURIO WEALTH, LLC History No change 158 15 0.01% 0.01% 339 0 0.0% Q4 2025 Feb 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 150 14 0.0% 0.0% 341 -441 -74.62% Q4 2025 Feb 12, 2026
Networth Advisors, LLC History New 140 13 0.01% 342 +140 New Q4 2025 Jan 22, 2026
SOA Wealth Advisors, LLC. History Added to 122 12 0.0% 0.0% 343 +2 1.67% Q4 2025 Jan 20, 2026
CIBC Private Wealth Group LLC History New 114 11 0.0% 344 +114 New Q4 2025 Feb 12, 2026
Smartleaf Asset Management LLC History Reduced 68 6 0.0% 0.0% 345 -12 -15.0% Q4 2025 Feb 13, 2026
BLUELINE ADVISORS LLC History New 60 5 0.0% 347 +60 New Q4 2025 Feb 10, 2026
OPTIMA CAPITAL LLC History New 59 5 0.0% 346 +59 New Q4 2025 Jan 23, 2026
Colonial Trust Advisors History Reduced 45 4 0.0% 0.0% 348 -4 -8.16% Q4 2025 Feb 12, 2026
GGM Financials LLC History Reduced 22 2 0.0% 0.0% 349 -5 -18.52% Q4 2025 Feb 04, 2026
Imprint Wealth LLC History Reduced 11 1 0.0% 0.01% 351 -11 -50.0% Q4 2025 Feb 17, 2026
Dunhill Financial, LLC History No change 17 1 0.0% 0.0% 350 0 0.0% Q4 2025 Jan 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 10 0 0.0% -31,812 -99.97% Q4 2025 Feb 10, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 0.1% -24,991 -100.0% Q3 2025 Nov 14, 2025
Cerity Partners LLC History Closed out 0 0 0.0% -7,717 -100.0% Q3 2025 Oct 22, 2025
OAK FAMILY ADVISORS, LLC History Closed out 0 0 0.19% -7,557 -100.0% Q3 2025 Oct 23, 2025
SHEETS SMITH WEALTH MANAGEMENT History Closed out 0 0 0.05% -4,253 -100.0% Q3 2025 Oct 16, 2025
Ethos Financial Group, LLC History Closed out 0 0 0.03% -3,805 -100.0% Q3 2025 Oct 23, 2025
BRIAN LOW FINANCIAL GROUP, LLC History Closed out 0 0 0.29% -3,697 -100.0% Q3 2025 Oct 16, 2025
United Community Bank History Closed out 0 0 0.11% -3,665 -100.0% Q3 2025 Nov 04, 2025
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Closed out 0 0 0.05% -3,525 -100.0% Q3 2025 Oct 24, 2025
LIFELONG WEALTH ADVISORS, INC. History Closed out 0 0 0.09% -3,045 -100.0% Q3 2025 Oct 21, 2025
Stonekeep Investments, LLC History Closed out 0 0 0.19% -2,920 -100.0% Q3 2025 Oct 16, 2025
Encompass More Asset Management History Closed out 0 0 0.05% -2,855 -100.0% Q3 2025 Oct 17, 2025
Freedom Investment Management, Inc. History Closed out 0 0 0.07% -2,690 -100.0% Q3 2025 Nov 14, 2025
Valued Retirements, Inc. History Closed out 0 0 0.28% -2,488 -100.0% Q3 2025 Oct 15, 2025
Summit Financial, LLC History Closed out 0 0 0.0% -2,443 -100.0% Q3 2025 Nov 14, 2025
StoneX Group Inc. History Closed out 0 0 0.01% -2,270 -100.0% Q3 2025 Nov 14, 2025
COLUMBIA ADVISORY PARTNERS LLC History Closed out 0 0 0.14% -2,089 -100.0% Q3 2025 Oct 24, 2025
FLPUTNAM INVESTMENT MANAGEMENT CO History Closed out 0 0 0.0% -2,077 -100.0% Q3 2025 Oct 10, 2025
Maia Wealth LLC History Closed out 0 0 0.03% -2,069 -100.0% Q3 2025 Nov 13, 2025
Advisors Capital Management, LLC History Closed out 0 0 0.0% -2,000 -100.0% Q3 2025 Nov 07, 2025
Premier Financial Group History Closed out 0 0 0.03% -1,000 -100.0% Q3 2025 Oct 20, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -755 -100.0% Q3 2025 Nov 12, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -512 -100.0% Q3 2025 Oct 21, 2025
HANTZ FINANCIAL SERVICES, INC. History Closed out 0 0 0.0% -330 -100.0% Q3 2025 Nov 05, 2025
Frazier Financial Advisors, LLC History Closed out 0 0 0.01% -200 -100.0% Q3 2025 Oct 31, 2025
BANK OF MONTREAL /CAN/ History Closed out 0 0 0.0% -189 -100.0% Q3 2025 Nov 13, 2025
Financial Life Planners History Closed out 0 0 0.0% -33 -100.0% Q3 2025 Nov 13, 2025
Key FInancial Inc History Reduced 1 0 0.0% -21 -95.45% Q4 2025 Feb 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Closed out 0 0 0.0% -20 -100.0% Q3 2025 Nov 07, 2025
Russell Investments Group, Ltd. History New 6 0 +6 New Q4 2025 Feb 17, 2026
Lloyd Advisory Services, LLC. History New 4 0 +4 New Q4 2025 Feb 06, 2026
Quaker Wealth Management, LLC History New 3 0 +3 New Q4 2025 Jan 28, 2026
Rossby Financial, LCC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 10, 2025
VISION FINANCIAL MARKETS LLC History No change 7 0 0 0.0% Q4 2025 Jan 22, 2026
Realta Investment Advisors History No change 4 0 0 0.0% Q4 2025 Jan 20, 2026