abrdn Precious Metals Basket ETF Trust - GLTR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 53 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 | Added to | 553,776 | 113,856 | 0.01% | 0.01% | 1 | +34,142 | 6.57% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 471,068 | 96,851 | 0.02% | 0.01% | 2 | +50,391 | 11.98% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 380,713 | 78,274 | 0.02% | 0.01% | 3 | +107,963 | 39.58% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 370,838 | 76,244 | 0.01% | 0.0% | 4 | -8,229 | -2.17% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 232,088 | 47,717 | 0.03% | 0.02% | 5 | +21,283 | 10.1% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 202,440 | 45,253 | 0.06% | 0.05% | 6 | +3,465 | 1.74% | Q4 2025 | Jan 08, 2026 |
| Focus Partners Wealth | History | Added to | 219,174 | 45,062 | 0.05% | 0.06% | 7 | +12,744 | 6.17% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 185,256 | 38,088 | 0.42% | 0.37% | 8 | -9,361 | -4.81% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 176,276 | 36,242 | 0.07% | 0.05% | 9 | +35,985 | 25.65% | Q4 2025 | Mar 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 166,391 | 34,209 | 0.19% | 0.17% | 10 | -4,333 | -2.54% | Q4 2025 | Feb 03, 2026 |
| Wealthfront Advisers LLC | History | Added to | 152,578 | 31,370 | 0.07% | 0.05% | 11 | +16,997 | 12.54% | Q4 2025 | Jan 30, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 275,242 | 31,182 | 2.86% | 2.86% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 140,485 | 28,883 | 6.8% | 6.15% | 13 | -10,775 | -7.12% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 132,689 | 27,281 | 0.01% | 0.0% | 14 | +4,351 | 3.39% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 97,070 | 19,957 | 0.03% | 0.02% | 15 | -33 | -0.03% | Q4 2025 | Feb 12, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 91,325 | 18,776 | 8.87% | 8.65% | 16 | -12,062 | -11.67% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 87,812 | 18,054 | 0.6% | 0.54% | 17 | -4,969 | -5.36% | Q4 2025 | Feb 06, 2026 |
| Argos Wealth Advisors, LLC | History | New | 83,463 | 17,159 | 4.61% | — | 18 | +83,463 | New | Q4 2025 | Feb 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 82,519 | 16,966 | 0.03% | — | 19 | +82,519 | New | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 82,245 | 16,909 | 0.02% | 0.01% | 20 | +14,053 | 20.61% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 76,208 | 15,668 | 0.0% | 0.0% | 21 | +29,739 | 64.0% | Q4 2025 | Feb 18, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 72,392 | 14,883 | 3.84% | 3.24% | 22 | -1,619 | -2.19% | Q4 2025 | Jan 23, 2026 |
| IFG Advisory, LLC | History | Reduced | 71,648 | 14,730 | 0.64% | 0.6% | 23 | -7,956 | -9.99% | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 68,110 | 14,003 | 0.01% | 0.01% | 24 | -9,620 | -12.38% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 67,195 | 13,815 | 0.02% | 0.01% | 25 | -99 | -0.15% | Q4 2025 | Feb 06, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 64,867 | 13,336 | 0.57% | 0.59% | 26 | -17,781 | -21.51% | Q4 2025 | Jan 06, 2026 |
| Sound Stewardship, LLC | History | Reduced | 58,478 | 12,023 | 5.76% | 5.34% | 27 | -8,782 | -13.06% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Added to | 58,035 | 11,931 | 0.01% | 0.01% | 28 | +20,347 | 53.99% | Q4 2025 | Feb 17, 2026 |
| WJ Wealth Management, LLC | History | Added to | 47,429 | 9,751 | 4.27% | 3.41% | 29 | +2,409 | 5.35% | Q4 2025 | Feb 05, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 47,349 | 9,734 | 2.05% | 1.75% | 30 | -1,387 | -2.85% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Added to | 45,699 | 9,395 | 0.0% | 0.0% | 31 | +1,808 | 4.12% | Q4 2025 | Jan 29, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 45,110 | 9,274 | 3.0% | 2.57% | 32 | -976 | -2.12% | Q4 2025 | Feb 02, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 43,383 | 8,919 | 0.34% | 0.29% | 33 | -2,242 | -4.91% | Q4 2025 | Feb 17, 2026 |
| Solitude Financial Services | History | Reduced | 43,219 | 8,885 | 2.93% | 3.34% | 34 | -15,692 | -26.64% | Q4 2025 | Jan 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 42,215 | 8,679 | 0.15% | 0.1% | 35 | +13,388 | 46.44% | Q4 2025 | Feb 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,499 | 8,327 | 0.02% | 0.02% | 36 | +5,256 | 14.91% | Q4 2025 | Feb 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 39,975 | 8,218 | 0.3% | 0.2% | 37 | +8,373 | 26.5% | Q4 2025 | Jan 27, 2026 |
| Castellan Group | History | Reduced | 37,983 | 7,809 | 0.98% | 1.02% | 38 | -4,527 | -10.65% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 35,862 | 7,373 | 0.01% | 0.01% | 39 | -3,219 | -8.24% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 34,692 | 7,132 | 0.0% | 0.0% | 40 | -21,592 | -38.36% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 34,590 | 7,111 | 0.01% | 0.01% | 41 | +5,057 | 17.12% | Q4 2025 | Feb 17, 2026 |
| Centurion Wealth Management LLC | History | Added to | 33,128 | 6,811 | 1.49% | 1.24% | 42 | +192 | 0.58% | Q4 2025 | Jan 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 27,911 | 5,738 | 0.07% | 0.06% | 43 | +756 | 2.78% | Q4 2025 | Jan 29, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 27,763 | 5,708 | 1.5% | 1.24% | 44 | +1,142 | 4.29% | Q4 2025 | Feb 06, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 26,807 | 5,511 | 4.3% | 4.07% | 45 | -3,387 | -11.22% | Q4 2025 | Jan 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 26,347 | 5,417 | 0.0% | — | 46 | +26,347 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 22,471 | 4,620 | 0.01% | 0.0% | 47 | +4,292 | 23.61% | Q4 2025 | Feb 13, 2026 |
| Genesis Financial Group, LLC | History | New | 21,457 | 4,411 | 2.56% | — | 48 | +21,457 | New | Q4 2025 | Jan 16, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 18,855 | 3,876 | 0.72% | 0.86% | 49 | -881 | -4.46% | Q4 2025 | Jan 26, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 18,511 | 3,802 | 0.53% | 0.49% | 50 | -69 | -0.37% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,033 | 3,707 | 0.0% | 0.0% | 51 | +5,586 | 44.88% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 16,436 | 3,379 | 0.04% | 0.03% | 52 | +672 | 4.26% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,885 | 3,265 | 0.01% | 0.0% | 53 | +5,860 | 58.45% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,147 | 3,114 | 0.0% | — | 54 | +15,147 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 14,563 | 2,994 | 0.0% | 0.0% | 55 | +5,142 | 54.58% | Q4 2025 | Feb 17, 2026 |
| SFG Wealth Management, LLC. | History | New | 14,289 | 2,937 | 1.15% | — | 56 | +14,289 | New | Q4 2025 | Feb 03, 2026 |
| FLC Capital Advisors | History | No change | 13,169 | 2,707 | 0.5% | 0.42% | 57 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,728 | 2,616 | 0.0% | — | 58 | +12,728 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 12,121 | 2,492 | 0.31% | 0.34% | 59 | -11,970 | -49.69% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,629 | 2,388 | 0.01% | 0.0% | 60 | +5,292 | 83.51% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 11,133 | 2,288 | 0.03% | 0.02% | 61 | +120 | 1.09% | Q4 2025 | Feb 13, 2026 |
| Global Assets Advisory, LLC | History | Added to | 9,706 | 1,995 | 0.57% | 0.47% | 62 | +74 | 0.77% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,315 | 1,915 | 0.02% | 0.01% | 63 | +51 | 0.55% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,706 | 1,789 | 0.0% | 0.0% | 64 | -199 | -2.23% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,566 | 1,761 | 0.01% | 0.01% | 65 | -200 | -2.28% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Added to | 8,455 | 1,738 | 0.04% | 0.01% | 66 | +6,243 | 282.23% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,564 | 1,555 | 0.02% | 0.02% | 67 | +1,101 | 17.04% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Added to | 7,540 | 1,550 | 0.02% | 0.01% | 68 | +1,207 | 19.06% | Q4 2025 | Jan 16, 2026 |
| NBC SECURITIES, INC. | History | New | 7,326 | 1,506 | 0.11% | — | 69 | +7,326 | New | Q4 2025 | Jan 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 7,321 | 1,505 | 0.02% | 0.01% | 70 | +4,592 | 168.27% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,201 | 1,480 | 0.04% | 0.03% | 71 | -551 | -7.11% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 6,994 | 1,437 | 0.02% | 0.02% | 72 | -227 | -3.14% | Q4 2025 | Feb 13, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 6,942 | 1,427 | 0.64% | 0.52% | 73 | -339 | -4.66% | Q4 2025 | Jan 21, 2026 |
| Brookstone Capital Management | History | Added to | 6,450 | 1,326 | 0.02% | 0.01% | 74 | +3,292 | 104.24% | Q4 2025 | Jan 15, 2026 |
| Cerity Partners LLC | History | Added to | 6,308 | 1,296 | 0.0% | 0.0% | 75 | +1,346 | 27.13% | Q4 2025 | Feb 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 6,225 | 1,279 | 0.01% | 0.01% | 76 | -675 | -9.78% | Q4 2025 | Feb 12, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 5,488 | 1,128 | 0.34% | 0.26% | 77 | +446 | 8.85% | Q4 2025 | Jan 28, 2026 |
| Tactive Advisors, LLC | History | Reduced | 5,347 | 1,099 | 0.32% | 0.26% | 78 | -285 | -5.06% | Q4 2025 | Jan 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,270 | 1,083 | 0.01% | 0.0% | 79 | +1,949 | 58.69% | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | No change | 5,145 | 1,057 | 0.04% | 0.03% | 80 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 5,070 | 1,042 | 0.58% | 0.51% | 81 | -731 | -12.6% | Q4 2025 | Jan 23, 2026 |
| Powell Investment Advisors, LLC | History | No change | 5,057 | 1,039 | 0.36% | 0.29% | 82 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 4,766 | 979 | 0.68% | 0.58% | 83 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cresset Asset Management, LLC | History | New | 4,550 | 935 | 0.0% | — | 84 | +4,550 | New | Q4 2025 | Feb 17, 2026 |
| MATAURO, LLC | History | Added to | 4,408 | 906 | 0.14% | 0.07% | 85 | +1,710 | 63.38% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,317 | 887 | 0.0% | 0.0% | 86 | +1,371 | 46.54% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,152 | 853 | 0.02% | 0.02% | 87 | +488 | 13.32% | Q4 2025 | Feb 11, 2026 |
| Winthrop Capital Management, LLC | History | New | 4,090 | 841 | 0.2% | — | 88 | +4,090 | New | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 3,977 | 817 | 0.01% | 0.01% | 89 | +423 | 11.9% | Q4 2025 | Jan 20, 2026 |
| Wisconsin Wealth Advisors, LLC | History | New | 3,745 | 769 | 0.75% | — | 90 | +3,745 | New | Q4 2025 | Jan 07, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 3,676 | 756 | 0.02% | — | 91 | +3,676 | New | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Reduced | 2,799 | 751 | 0.04% | 0.04% | 92 | -649 | -18.82% | Q4 2025 | Feb 04, 2026 |
| EFG International AG | History | New | 3,565 | 732 | 0.01% | — | 93 | +3,565 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 3,559 | 731 | 0.0% | 0.0% | 94 | -50 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 3,504 | 720 | 0.08% | 0.07% | 95 | -20 | -0.57% | Q4 2025 | Jan 02, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 3,403 | 699 | 0.43% | — | 96 | +3,403 | New | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,367 | 692 | 0.01% | 0.01% | 97 | +200 | 6.32% | Q4 2025 | Feb 09, 2026 |
| SEVEN MILE ADVISORY | History | No change | 3,300 | 678 | 0.12% | 0.09% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 3,286 | 675 | 0.23% | — | 99 | +3,286 | New | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 3,260 | 670 | 0.01% | 0.01% | 100 | +298 | 10.06% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,213 | 660 | 0.01% | 0.01% | 101 | +274 | 9.32% | Q4 2025 | Feb 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 3,190 | 655 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 3,125 | 642 | 0.04% | 0.03% | 103 | +725 | 30.21% | Q4 2025 | Feb 18, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 3,035 | 623 | 0.07% | 0.06% | 104 | -80 | -2.57% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | New | 3,012 | 619 | 0.0% | — | 105 | +3,012 | New | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Added to | 3,010 | 618 | 0.03% | 0.02% | 106 | +90 | 3.08% | Q4 2025 | Jan 27, 2026 |
| COMMERCE BANK | History | No change | 2,990 | 614 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | New | 2,982 | 613 | 0.23% | — | 108 | +2,982 | New | Q4 2025 | Feb 09, 2026 |
| West Branch Capital LLC | History | No change | 2,965 | 609 | 0.16% | 0.13% | 109 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 2,934 | 603 | 0.17% | 0.14% | 110 | +14 | 0.48% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 2,808 | 577 | 0.01% | 0.01% | 111 | +327 | 13.18% | Q4 2025 | Feb 02, 2026 |
| Davis Investment Partners, LLC | History | No change | 2,600 | 540 | 0.19% | 0.15% | 112 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,623 | 539 | 0.0% | 0.0% | 113 | +1,344 | 105.08% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,450 | 503 | 0.0% | 0.0% | 114 | +249 | 11.31% | Q4 2025 | Feb 12, 2026 |
| Fulcrum Equity Management | History | New | 2,425 | 498 | 0.48% | — | 115 | +2,425 | New | Q4 2025 | Jan 06, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 2,385 | 490 | 0.17% | 0.09% | 116 | +973 | 68.91% | Q4 2025 | Feb 09, 2026 |
| Berger Financial Group, Inc | History | New | 2,375 | 488 | 0.03% | — | 117 | +2,375 | New | Q4 2025 | Jan 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,361 | 485 | 0.0% | 0.0% | 118 | +292 | 14.11% | Q4 2025 | Feb 17, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 2,270 | 466 | 0.14% | 0.11% | 119 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,266 | 465 | 0.0% | — | 120 | +2,266 | New | Q4 2025 | Feb 12, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 2,225 | 457 | 0.15% | — | 121 | +2,225 | New | Q4 2025 | Mar 27, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 2,156 | 443 | 0.02% | 0.02% | 122 | -215 | -9.07% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | New | 2,137 | 439 | 0.0% | — | 123 | +2,137 | New | Q4 2025 | Feb 05, 2026 |
| Eagle Bay Advisors LLC | History | New | 2,137 | 439 | 0.32% | — | 124 | +2,137 | New | Q4 2025 | Jan 23, 2026 |
| XML Financial, LLC | History | No change | 2,050 | 421 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 2,039 | 419 | 0.15% | 0.22% | 126 | -2,039 | -50.0% | Q4 2025 | Feb 03, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 2,041 | 419 | 0.1% | 0.07% | 127 | -161 | -7.31% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,021 | 415 | 0.0% | 0.0% | 128 | -238 | -10.54% | Q4 2025 | Feb 02, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | No change | 1,930 | 396 | 0.03% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,899 | 390 | 0.0% | 0.0% | 130 | +1,738 | 1079.5% | Q4 2025 | Feb 06, 2026 |
| Security National Bank | History | Added to | 1,882 | 386 | 0.06% | 0.05% | 131 | +17 | 0.91% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 1,834 | 377 | 0.02% | 0.01% | 132 | -95 | -4.92% | Q4 2025 | Jan 21, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 1,822 | 374 | 0.03% | 0.02% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,797 | 369 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 1,746 | 358 | 0.16% | 0.18% | 135 | -612 | -25.95% | Q4 2025 | Feb 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 1,738 | 357 | 0.01% | 0.01% | 136 | +65 | 3.89% | Q4 2025 | Jan 21, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 1,720 | 353 | 0.14% | 0.12% | 137 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,698 | 349 | 0.01% | 0.0% | 138 | +65 | 3.98% | Q4 2025 | Feb 12, 2026 |
| BostonPremier Wealth LLC | History | Added to | 1,690 | 347 | 0.18% | 0.12% | 139 | +228 | 15.6% | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,675 | 344 | 0.0% | — | 140 | +1,675 | New | Q4 2025 | Feb 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 1,630 | 335 | 0.01% | 0.01% | 141 | -11 | -0.67% | Q4 2025 | Feb 09, 2026 |
| Providence Financial Advisors, LLC | History | No change | 1,591 | 327 | 0.33% | 0.25% | 142 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 1,536 | 326 | 0.02% | — | 143 | +1,536 | New | Q4 2025 | Jan 15, 2026 |
| Argent Trust Co | History | No change | 1,558 | 320 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 1,540 | 316 | 0.05% | 0.04% | 145 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,521 | 312 | 0.0% | 0.0% | 146 | -183 | -10.74% | Q4 2025 | Feb 17, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 1,487 | 305 | 0.1% | — | 147 | +1,487 | New | Q4 2025 | Feb 12, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 1,372 | 299 | 0.03% | — | 148 | +1,372 | New | Q4 2025 | Jan 12, 2026 |
| CreativeOne Wealth, LLC | History | New | 1,417 | 291 | 0.01% | — | 150 | +1,417 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,419 | 291 | 0.02% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,420 | 291 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 1,416 | 291 | 0.04% | 0.03% | 152 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 1,413 | 290 | 0.12% | — | 153 | +1,413 | New | Q4 2025 | Feb 05, 2026 |
| Magnus Financial Group LLC | History | New | 1,375 | 282 | 0.02% | — | 154 | +1,375 | New | Q4 2025 | Jan 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,372 | 282 | 0.0% | 0.0% | 155 | -717 | -34.32% | Q4 2025 | Mar 09, 2026 |
| Advisory Resource Group | History | No change | 1,371 | 281 | 0.05% | 0.04% | 156 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Added to | 1,363 | 280 | 0.01% | 0.01% | 157 | +70 | 5.41% | Q4 2025 | Jan 26, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 1,298 | 266 | 0.04% | — | 158 | +1,298 | New | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,289 | 265 | 0.0% | 0.0% | 159 | -336 | -20.68% | Q4 2025 | Feb 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,284 | 263 | 0.08% | 0.06% | 160 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 1,261 | 259 | 0.04% | — | 161 | +1,261 | New | Q4 2025 | Feb 17, 2026 |
| Note Advisors, LLC | History | New | 1,044 | 255 | 0.13% | — | 162 | +1,044 | New | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | New | 1,193 | 245 | 0.0% | — | 163 | +1,193 | New | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 1,046 | 244 | 0.01% | 0.01% | 164 | -164 | -13.55% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | New | 1,178 | 242 | 0.0% | — | 165 | +1,178 | New | Q4 2025 | Feb 17, 2026 |
| Blueshift Asset Management, LLC | History | New | 1,163 | 239 | 0.07% | — | 166 | +1,163 | New | Q4 2025 | Feb 13, 2026 |
| COFG Advisors, LLC | History | New | 1,163 | 239 | 0.06% | — | 167 | +1,163 | New | Q4 2025 | Feb 10, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 1,139 | 234 | 0.04% | — | 168 | +1,139 | New | Q4 2025 | Jan 07, 2026 |
| Family Investment Center, Inc. | History | New | 1,110 | 228 | 0.05% | — | 169 | +1,110 | New | Q4 2025 | Jan 23, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 1,108 | 227 | 0.0% | — | 170 | +1,108 | New | Q4 2025 | Jan 28, 2026 |
| Creekside Partners | History | New | 1,070 | 219 | 0.09% | — | 171 | +1,070 | New | Q4 2025 | Feb 13, 2026 |
| Trilogy Capital Inc. | History | New | 1,057 | 217 | 0.01% | — | 172 | +1,057 | New | Q4 2025 | Jan 22, 2026 |
| Vantage Financial Partners, LLC | History | New | 1,050 | 215 | 0.04% | — | 173 | +1,050 | New | Q4 2025 | Feb 03, 2026 |
| Bank of New York Mellon Corp | History | New | 1,009 | 207 | 0.0% | — | 174 | +1,009 | New | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | New | 1,000 | 205 | 0.01% | — | 176 | +1,000 | New | Q4 2025 | Feb 04, 2026 |
| Lodestone Wealth Management LLC | History | New | 1,000 | 205 | 0.08% | — | 177 | +1,000 | New | Q4 2025 | Jan 15, 2026 |
| FRANKLIN RESOURCES INC | History | New | 999 | 205 | 0.0% | — | 175 | +999 | New | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | New | 988 | 203 | 0.0% | — | 178 | +988 | New | Q4 2025 | Mar 12, 2026 |
| Rehmann Capital Advisory Group | History | New | 987 | 202 | 0.01% | — | 179 | +987 | New | Q4 2025 | Mar 04, 2026 |
| Moors & Cabot, Inc. | History | New | 980 | 201 | 0.01% | — | 180 | +980 | New | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 936 | 192 | 0.0% | 0.0% | 181 | -200 | -17.61% | Q4 2025 | Feb 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 802 | 164 | 0.04% | 0.03% | 182 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | Added to | 786 | 161 | 0.0% | 0.0% | 183 | +363 | 85.82% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 740 | 152 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 736 | 151 | 0.0% | — | 185 | +736 | New | Q4 2025 | Feb 05, 2026 |
| Friedenthal Financial | History | No change | 687 | 141 | 0.07% | 0.06% | 186 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | New | 677 | 139 | 0.0% | — | 187 | +677 | New | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 650 | 133 | 0.0% | 0.0% | 188 | +145 | 28.71% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | Added to | 618 | 127 | 0.0% | 0.0% | 189 | +490 | 382.81% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 566 | 116 | 0.0% | 0.0% | 190 | -63 | -10.02% | Q4 2025 | Feb 09, 2026 |
| Colonial Trust Co / SC | History | Added to | 561 | 115 | 0.02% | 0.01% | 191 | +167 | 42.39% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 391 | 80 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 360 | 74 | 0.0% | 0.0% | 193 | +160 | 80.0% | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | New | 328 | 67 | 0.04% | — | 194 | +328 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 320 | 65 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 315 | 64 | 0.07% | 0.06% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 296 | 60 | 0.0% | 0.0% | 197 | -71 | -19.35% | Q4 2025 | Feb 11, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 253 | 52 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GGM Financials LLC | History | No change | 227 | 46 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Costello Asset Management, INC | History | No change | 215 | 44 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 12,820 | 42 | 0.0% | 0.04% | 201 | -496 | -3.72% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | No change | 200 | 41 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Seneschal Advisors, LLC | History | New | 196 | 40 | 0.03% | — | 203 | +196 | New | Q4 2025 | Feb 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 182 | 37 | 0.0% | — | 204 | +182 | New | Q4 2025 | Jan 27, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 165 | 33 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 148 | 30 | 0.01% | 0.01% | 206 | -46 | -23.71% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | No change | 113 | 23 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parvin Asset Management, LLC | History | No change | 113 | 23 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 109 | 22 | 0.0% | — | 209 | +109 | New | Q4 2025 | Feb 09, 2026 |
| Cape Investment Advisory, Inc. | History | New | 100 | 20 | 0.01% | — | 210 | +100 | New | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 100 | 20 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | New | 83 | 17 | 0.0% | — | 212 | +83 | New | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 65 | 13 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| McIlrath & Eck, LLC | History | No change | 58 | 11 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 58 | 11 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 52 | 10 | 0.01% | — | 216 | +52 | New | Q4 2025 | Feb 19, 2026 |
| Asset Dedication, LLC | History | No change | 41 | 8 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 30 | 7 | 0.0% | 0.0% | 218 | -55 | -64.71% | Q4 2025 | Jan 21, 2026 |
| POM Investment Strategies, LLC | History | New | 34 | 6 | 0.0% | — | 219 | +34 | New | Q4 2025 | Feb 17, 2026 |
| Darwin Wealth Management, LLC | History | New | 24 | 4 | 0.0% | — | 221 | +24 | New | Q4 2025 | Jan 22, 2026 |
| Abound Wealth Management | History | New | 20 | 4 | 0.0% | — | 222 | +20 | New | Q4 2025 | Jan 12, 2026 |
| FMR LLC | History | Added to | 21 | 4 | 0.0% | 0.0% | 220 | +11 | 110.0% | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | No change | 23 | 4 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CX Institutional | History | New | 15 | 3 | 0.0% | — | 224 | +15 | New | Q4 2025 | Feb 02, 2026 |
| OPTIMA CAPITAL LLC | History | New | 11 | 2 | 0.0% | — | 225 | +11 | New | Q4 2025 | Jan 23, 2026 |
| First Command Advisory Services, Inc. | History | New | 9 | 1 | 0.0% | — | 226 | +9 | New | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | New | 7 | 1 | 0.0% | — | 227 | +7 | New | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -26,223 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Summit Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -9,667 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -6,600 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,235 | -100.0% | Q3 2025 | Oct 10, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,390 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,094 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,077 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Closed out | 0 | 0 | — | 0.02% | — | -2,032 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SS&H Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,000 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,633 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.18% | — | -1,607 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,413 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -382 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -236 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |