SPDR INDEX SHARES FUNDS - GNR
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | Reduced | 12,760,196 | 792,918 | 0.1% | 0.1% | 1 | -261,023 | -2.0% | Q4 2025 | Feb 17, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 5,359,762 | 333,055 | 2.32% | 2.17% | 2 | +292,774 | 5.78% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,659,957 | 289,569 | 0.09% | 0.08% | 3 | +13,307 | 0.29% | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 2,491,686 | 155,705 | 0.12% | — | 4 | +2,491,686 | New | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,140,794 | 133,028 | 24.19% | 1.93% | 5 | +91,337 | 4.46% | Q4 2025 | Mar 04, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 1,862,224 | 115,718 | 6.36% | 6.03% | 6 | +62,618 | 3.48% | Q4 2025 | Feb 13, 2026 |
| Hackensack Meridian Health, Inc. | History | No change | 1,606,000 | 99,796 | 9.1% | 9.77% | 7 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Johns Hopkins University | History | No change | 1,572,088 | 97,689 | 7.11% | 5.19% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,062,299 | 66,011 | 0.0% | 0.0% | 9 | +654 | 0.06% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 1,057,386 | 65,706 | 0.0% | 0.0% | 10 | -4,122 | -0.39% | Q4 2025 | Feb 13, 2026 |
| NEPC LLC | History | Added to | 870,237 | 54,076 | 1.15% | 1.14% | 11 | +139,347 | 19.07% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 803,996 | 49,960 | 0.0% | 0.0% | 12 | -169,350 | -17.4% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Added to | 661,418 | 41,100 | 0.97% | 0.8% | 13 | +107,652 | 19.44% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 562,118 | 34,930 | 0.0% | 0.0% | 14 | +14,940 | 2.73% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 521,804 | 32,424 | 0.01% | 0.01% | 15 | +20,490 | 4.09% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 521,429 | 32,401 | 0.0% | 0.0% | 16 | -82,444 | -13.65% | Q4 2025 | Feb 17, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 495,844 | 30,811 | 0.47% | 0.36% | 17 | +168,097 | 51.29% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | New | 459,825 | 28,573 | 0.02% | — | 18 | +459,825 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 444,653 | 27,630 | 0.0% | 0.0% | 19 | +6,479 | 1.48% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 418,689 | 26,017 | 0.01% | 0.01% | 20 | -3,969 | -0.94% | Q4 2025 | Feb 18, 2026 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 352,374 | 21,896 | 60.37% | 60.42% | 21 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 335,418 | 20,842 | 0.0% | 0.0% | 22 | -8,757 | -2.54% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 291,244 | 18,097 | 0.0% | 0.0% | 23 | -18,877 | -6.09% | Q4 2025 | Feb 13, 2026 |
| Prairiewood Capital, LLC | History | Added to | 255,519 | 15,877 | 4.93% | 4.76% | 24 | +12,800 | 5.27% | Q4 2025 | Jan 26, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 241,194 | 14,987 | 1.66% | 2.08% | 25 | -58,990 | -19.65% | Q4 2025 | Jan 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 216,150 | 13,431 | 0.01% | 0.01% | 26 | -2,597 | -1.19% | Q4 2025 | Feb 02, 2026 |
| Sachetta, LLC | History | Added to | 209,044 | 12,989 | 7.11% | 4.56% | 27 | +2,222 | 1.07% | Q4 2025 | Feb 02, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 179,649 | 11,163 | 3.19% | 3.14% | 28 | +2,030 | 1.14% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 177,745 | 11,045 | 0.0% | 0.0% | 29 | -90,475 | -33.73% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 170,134 | 10,572 | 0.02% | 0.02% | 30 | +5,328 | 3.23% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 167,456 | 10,406 | 0.02% | — | 31 | +167,456 | New | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 161,465 | 10,033 | 0.0% | 0.0% | 32 | +9,563 | 6.3% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 160,828 | 9,993 | 1.25% | 1.3% | 33 | -75 | -0.05% | Q4 2025 | Jan 08, 2026 |
| PACK Private Wealth, LLC | History | Added to | 160,496 | 9,973 | 4.55% | 4.42% | 34 | +2,136 | 1.35% | Q4 2025 | Feb 17, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 142,670 | 8,865 | 1.72% | 1.65% | 35 | +2,777 | 1.99% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 142,370 | 8,839 | 0.0% | 0.0% | 36 | +11,368 | 8.68% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 137,787 | 8,562 | 1.21% | 1.19% | 37 | +11,102 | 8.76% | Q4 2025 | Jan 12, 2026 |
| Treasure Coast Financial Planning | History | Added to | 123,335 | 7,659 | 4.07% | 3.68% | 38 | +11,825 | 10.6% | Q4 2025 | Jan 22, 2026 |
| M&T BANK CORP | History | Added to | 123,251 | 7,658 | 0.02% | 0.0% | 39 | +119,300 | 3019.49% | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 114,913 | 7,140 | 0.0% | 0.0% | 40 | -2,635 | -2.24% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 113,576 | 7,057 | 0.0% | — | 41 | +113,576 | New | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 105,828 | 6,576 | 0.12% | 0.12% | 42 | +4,268 | 4.2% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 102,433 | 6,365 | 0.08% | 0.08% | 43 | -6,412 | -5.89% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 98,507 | 6,121 | 0.01% | 0.01% | 44 | +6,348 | 6.89% | Q4 2025 | Mar 16, 2026 |
| Cadence Wealth Management LLC | History | Added to | 88,617 | 5,506 | 2.66% | 2.61% | 45 | +4,512 | 5.36% | Q4 2025 | Feb 06, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 88,296 | 5,486 | 2.66% | 2.63% | 46 | -1,278 | -1.43% | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 84,999 | 5,281 | 0.01% | 0.01% | 47 | +2,840 | 3.46% | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | Added to | 80,865 | 5,024 | 0.07% | 0.07% | 48 | +298 | 0.37% | Q4 2025 | Feb 13, 2026 |
| VPR Management LLC | History | No change | 77,550 | 4,818 | 2.15% | 2.09% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 74,034 | 4,600 | 0.01% | 0.01% | 50 | +429 | 0.58% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | New | 72,005 | 4,474 | 0.1% | — | 51 | +72,005 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 68,677 | 4,267 | 0.0% | 0.0% | 52 | +370 | 0.54% | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 68,482 | 4,255 | 0.49% | 0.48% | 53 | +1,306 | 1.94% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Reduced | 67,650 | 4,203 | 0.01% | 0.01% | 54 | -2,291 | -3.28% | Q4 2025 | Feb 11, 2026 |
| TMB Capital Partners, LLC | History | New | 67,500 | 4,194 | 1.43% | — | 55 | +67,500 | New | Q4 2025 | Feb 19, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 63,779 | 3,963 | 0.0% | 0.0% | 56 | +11,212 | 21.33% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 61,392 | 3,814 | 0.02% | 0.02% | 57 | +1,285 | 2.14% | Q4 2025 | Jan 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 60,518 | 3,760 | 0.24% | 0.28% | 58 | -10,071 | -14.27% | Q4 2025 | Jan 26, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 58,966 | 3,664 | 2.74% | 2.63% | 59 | -22 | -0.04% | Q4 2025 | Jan 20, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 56,400 | 3,504 | 0.04% | 0.03% | 60 | +9,200 | 19.49% | Q4 2025 | Jan 26, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 55,341 | 3,438 | 0.32% | 0.27% | 61 | +6,528 | 13.37% | Q4 2025 | Feb 11, 2026 |
| Cambria Investment Management, L.P. | History | New | 50,865 | 3,160 | 0.18% | — | 62 | +50,865 | New | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | New | 50,865 | 3,160 | 0.05% | — | 63 | +50,865 | New | Q4 2025 | Feb 18, 2026 |
| Bristlecone Value Partners, LLC | History | New | 50,369 | 3,129 | 3.61% | — | 64 | +50,369 | New | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 48,285 | 3,000 | 0.18% | 0.18% | 65 | +326 | 0.68% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 47,821 | 2,971 | 0.0% | — | 66 | +47,821 | New | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 45,600 | 2,833 | 0.01% | — | 67 | +45,600 | New | Q4 2025 | Jan 26, 2026 |
| Hills Bank & Trust Co | History | Added to | 44,967 | 2,794 | 0.16% | 0.16% | 68 | +11 | 0.02% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 44,429 | 2,760 | 0.0% | 0.0% | 69 | +498 | 1.13% | Q4 2025 | Feb 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 44,396 | 2,758 | 0.25% | 0.25% | 70 | -1,083 | -2.38% | Q4 2025 | Feb 12, 2026 |
| Boltwood Capital Management | History | Reduced | 42,575 | 2,645 | 0.69% | 0.71% | 71 | -2,225 | -4.97% | Q4 2025 | Jan 02, 2026 |
| Wealthfront Advisers LLC | History | Added to | 41,347 | 2,569 | 0.01% | 0.01% | 72 | +4,256 | 11.47% | Q4 2025 | Jan 30, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 40,822 | 2,537 | 0.98% | 1.26% | 73 | -17,808 | -30.37% | Q4 2025 | Jan 30, 2026 |
| Gotham Asset Management, LLC | History | Added to | 38,379 | 2,384 | 0.01% | 0.01% | 74 | +128 | 0.33% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 36,681 | 2,279 | 0.0% | 0.0% | 75 | -11,993 | -24.64% | Q4 2025 | Feb 05, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 35,834 | 2,226 | 0.85% | 0.84% | 76 | -16 | -0.04% | Q4 2025 | Feb 05, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 35,588 | 2,211 | 0.41% | 0.39% | 77 | +1,339 | 3.91% | Q4 2025 | Jan 06, 2026 |
| STEPH & CO | History | Reduced | 35,045 | 2,177 | 0.63% | 0.64% | 78 | -284 | -0.8% | Q4 2025 | Jan 23, 2026 |
| SOL Capital Management CO | History | Reduced | 34,670 | 2,154 | 0.19% | 0.21% | 79 | -4,500 | -11.49% | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 34,054 | 2,116 | 0.0% | 0.0% | 80 | -63,598 | -65.13% | Q4 2025 | Feb 12, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 33,564 | 2,085 | 0.96% | 1.0% | 81 | -1,359 | -3.89% | Q4 2025 | Jan 15, 2026 |
| Haverford Trust Co | History | New | 30,101 | 1,870 | 0.02% | — | 82 | +30,101 | New | Q4 2025 | Feb 13, 2026 |
| Catalyst Investment Management LLC | History | New | 29,914 | 1,858 | 1.76% | — | 83 | +29,914 | New | Q4 2025 | Feb 20, 2026 |
| Brio Consultants, LLC | History | Added to | 29,468 | 1,831 | 0.24% | 0.24% | 84 | +90 | 0.31% | Q4 2025 | Feb 04, 2026 |
| Rothschild Wealth LLC | History | New | 29,358 | 1,824 | 0.18% | — | 85 | +29,358 | New | Q4 2025 | Feb 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 27,117 | 1,685 | 0.32% | 0.33% | 86 | -1,581 | -5.51% | Q4 2025 | Jan 30, 2026 |
| Hilltop Holdings Inc. | History | New | 27,034 | 1,679 | 0.1% | — | 87 | +27,034 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 25,839 | 1,605 | 0.0% | 0.0% | 88 | -520 | -1.97% | Q4 2025 | Feb 17, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 25,465 | 1,582 | 0.06% | 0.04% | 89 | +7,025 | 38.1% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 25,019 | 1,554 | 0.03% | 0.03% | 90 | -19 | -0.08% | Q4 2025 | Jan 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 24,993 | 1,553 | 0.03% | 0.03% | 91 | +3,890 | 18.43% | Q4 2025 | Jan 16, 2026 |
| Focus Partners Wealth | History | Added to | 24,971 | 1,551 | 0.0% | 0.0% | 92 | +2,045 | 8.92% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 24,478 | 1,521 | 0.05% | 0.02% | 93 | +15,249 | 165.23% | Q4 2025 | Feb 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 23,748 | 1,475 | 0.14% | 0.16% | 94 | -2,971 | -11.12% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 23,382 | 1,452 | 0.01% | 0.01% | 95 | +8 | 0.03% | Q4 2025 | Feb 18, 2026 |
| Kathmere Capital Management, LLC | History | New | 23,141 | 1,437 | 0.1% | — | 96 | +23,141 | New | Q4 2025 | Jan 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 22,953 | 1,426 | 0.18% | 0.5% | 97 | -49,277 | -68.22% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 22,780 | 1,415 | 0.01% | — | 98 | +22,780 | New | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | Reduced | 22,631 | 1,406 | 0.13% | 0.13% | 99 | -172 | -0.75% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 22,326 | 1,387 | 0.0% | 0.0% | 100 | +10,706 | 92.13% | Q4 2025 | Feb 10, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 22,000 | 1,367 | 0.3% | 0.3% | 101 | +1,768 | 8.74% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,314 | 1,366 | 0.0% | 0.0% | 102 | +2,053 | 10.66% | Q4 2025 | Jan 08, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 21,799 | 1,354 | 0.53% | 0.55% | 103 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | Reduced | 20,829 | 1,294 | 0.0% | 0.0% | 104 | -1,739 | -7.71% | Q4 2025 | Feb 17, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 19,624 | 1,219 | 0.83% | 0.84% | 105 | -201 | -1.01% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | No change | 19,017 | 1,181 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 18,285 | 1,136 | 0.08% | 0.08% | 107 | -25 | -0.14% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 16,793 | 1,043 | 0.0% | 0.0% | 108 | -1,669 | -9.04% | Q4 2025 | Jan 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 16,450 | 1,022 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Firestone Capital Management | History | Reduced | 16,328 | 1,014 | 0.22% | 0.23% | 110 | -1,564 | -8.74% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,919 | 989 | 0.0% | 0.0% | 111 | +3,045 | 23.65% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 14,750 | 921 | 0.01% | 0.01% | 112 | -2,540 | -14.69% | Q4 2025 | Jan 23, 2026 |
| Kimelman & Baird, LLC | History | No change | 14,500 | 901 | 0.07% | 0.07% | 113 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 13,850 | 860 | 0.0% | 0.0% | 114 | +8,434 | 155.72% | Q4 2025 | Feb 17, 2026 |
| Hedeker Wealth, LLC | History | Added to | 13,628 | 846 | 0.18% | 0.16% | 115 | +708 | 5.48% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,505 | 839 | 0.01% | 0.01% | 116 | +3,822 | 39.47% | Q4 2025 | Jan 23, 2026 |
| Sage Mountain Advisors LLC | History | No change | 13,394 | 832 | 0.04% | 0.05% | 117 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 13,070 | 812 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 12,803 | 795 | 0.14% | 0.11% | 119 | +463 | 3.75% | Q4 2025 | Jan 29, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | New | 12,547 | 779 | 0.09% | — | 120 | +12,547 | New | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,356 | 767 | 0.0% | 0.0% | 121 | +3,743 | 43.46% | Q4 2025 | Feb 13, 2026 |
| Lynx Investment Advisory | History | Reduced | 12,007 | 746 | 0.41% | 0.47% | 122 | -1,257 | -9.48% | Q4 2025 | Feb 05, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 11,857 | 736 | 0.03% | 0.03% | 123 | +83 | 0.7% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 11,672 | 725 | 0.02% | 0.02% | 124 | -4,626 | -28.38% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 11,601 | 720 | 0.5% | 0.49% | 125 | +2 | 0.02% | Q4 2025 | Jan 22, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 11,313 | 702 | 0.1% | — | 126 | +11,313 | New | Q4 2025 | Feb 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,132 | 691 | 0.0% | 0.0% | 127 | +281 | 2.59% | Q4 2025 | Feb 03, 2026 |
| Redwood Park Advisors LLC | History | Added to | 11,117 | 690 | 0.47% | 0.42% | 128 | +244 | 2.24% | Q4 2025 | Feb 17, 2026 |
| J2 Capital Management Inc | History | Added to | 10,998 | 683 | 0.5% | 0.46% | 129 | +689 | 6.68% | Q4 2025 | Jan 20, 2026 |
| Fermata Advisors, LLC | History | Added to | 10,848 | 674 | 0.16% | 0.16% | 130 | +234 | 2.2% | Q4 2025 | Jan 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 10,800 | 671 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| United Bank | History | No change | 10,668 | 662 | 0.22% | 0.22% | 132 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BAYBAN | History | New | 10,520 | 653 | 0.58% | — | 133 | +10,520 | New | Q4 2025 | Mar 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,050 | 624 | 0.0% | 0.0% | 134 | +4,043 | 67.3% | Q4 2025 | Mar 25, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 9,891 | 614 | 0.09% | 0.1% | 135 | -870 | -8.08% | Q4 2025 | Feb 03, 2026 |
| Old Port Advisors | History | Reduced | 9,467 | 588 | 0.14% | 0.14% | 136 | -223 | -2.3% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,209 | 572 | 0.01% | 0.01% | 137 | +1,170 | 14.55% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 9,029 | 560 | 0.0% | 0.0% | 138 | +495 | 5.8% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,937 | 555 | 0.0% | 0.0% | 139 | +4,879 | 120.23% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 8,800 | 546 | 0.0% | 0.0% | 140 | -16,600 | -65.35% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 8,748 | 543 | 0.0% | 0.0% | 141 | -531 | -5.72% | Q4 2025 | Feb 13, 2026 |
| Pathway Financial Advisors LLC | History | No change | 8,431 | 540 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 8,689 | 539 | 0.2% | 0.2% | 143 | -213 | -2.39% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | New | 8,502 | 528 | 0.0% | — | 144 | +8,502 | New | Q4 2025 | Jan 28, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 8,043 | 499 | 0.01% | 0.01% | 145 | -1,026 | -11.31% | Q4 2025 | Feb 03, 2026 |
| Asempa Wealth Advisors | History | New | 7,906 | 491 | 0.42% | — | 146 | +7,906 | New | Q4 2025 | Jan 08, 2026 |
| Neuberger Berman Group LLC | History | No change | 7,669 | 476 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,671 | 476 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 7,506 | 466 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,303 | 453 | 0.0% | 0.0% | 150 | -17 | -0.23% | Q4 2025 | Feb 06, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 7,019 | 436 | 0.05% | 0.03% | 151 | +2,012 | 40.18% | Q4 2025 | Jan 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,969 | 433 | 0.0% | 0.0% | 152 | +254 | 3.78% | Q4 2025 | Feb 17, 2026 |
| ArchPoint Investors | History | No change | 6,900 | 428 | 0.1% | 0.11% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,836 | 424 | 0.01% | 0.01% | 154 | +1 | 0.01% | Q4 2025 | Feb 09, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 6,766 | 420 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 6,550 | 408 | 0.0% | 0.0% | 156 | +2,488 | 61.25% | Q4 2025 | Feb 18, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 6,514 | 404 | 0.07% | 0.07% | 157 | -81 | -1.23% | Q4 2025 | Jan 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 6,473 | 402 | 0.0% | — | 158 | +6,473 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | New | 6,405 | 397 | 0.0% | — | 159 | +6,405 | New | Q4 2025 | Mar 09, 2026 |
| Opus Financial Solutions LLC | History | New | 6,253 | 388 | 0.37% | — | 160 | +6,253 | New | Q4 2025 | Feb 17, 2026 |
| Rock Creek Group, LP | History | Reduced | 5,916 | 367 | 0.04% | 0.06% | 161 | -3,085 | -34.27% | Q4 2025 | Feb 10, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 5,889 | 365 | 0.14% | 0.14% | 162 | -144 | -2.39% | Q4 2025 | Feb 17, 2026 |
| Oath Planning, LLC | History | New | 5,861 | 364 | 0.36% | — | 163 | +5,861 | New | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,708 | 354 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 5,613 | 348 | 0.0% | 0.0% | 165 | +496 | 9.69% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 5,600 | 347 | 0.0% | 0.0% | 166 | +1,271 | 29.36% | Q4 2025 | Jan 29, 2026 |
| TKG Advisors, LLC | History | No change | 5,493 | 341 | 0.14% | 0.14% | 167 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 5,191 | 322 | 0.0% | — | 168 | +5,191 | New | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,931 | 306 | 0.0% | 0.0% | 170 | -2,562 | -34.19% | Q4 2025 | Feb 13, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 4,926 | 306 | 0.01% | 0.01% | 169 | -160 | -3.15% | Q4 2025 | Feb 04, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,898 | 304 | 0.01% | 0.01% | 171 | -679 | -12.18% | Q4 2025 | Jan 27, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 4,754 | 295 | 0.04% | 0.04% | 172 | -423 | -8.17% | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,497 | 279 | 0.0% | 0.0% | 173 | +847 | 23.21% | Q4 2025 | Feb 17, 2026 |
| McAlvany Wealth Management LLC | History | New | 4,447 | 276 | 0.21% | — | 176 | +4,447 | New | Q4 2025 | Mar 25, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 4,365 | 276 | 0.11% | 0.09% | 175 | +975 | 28.76% | Q4 2025 | Jan 21, 2026 |
| Hudock, Inc. | History | Added to | 4,447 | 276 | 0.04% | 0.04% | 174 | +44 | 1.0% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 4,411 | 274 | 0.0% | — | 177 | +4,411 | New | Q4 2025 | Feb 05, 2026 |
| JNBA Financial Advisors | History | Reduced | 4,089 | 254 | 0.02% | 0.02% | 178 | -85 | -2.04% | Q4 2025 | Jan 26, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 4,061 | 252 | 0.12% | 0.14% | 179 | -269 | -6.21% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,036 | 250 | 0.0% | 0.0% | 181 | -385 | -8.71% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,035 | 250 | 0.01% | 0.01% | 183 | -357 | -8.13% | Q4 2025 | Feb 02, 2026 |
| COMMERCE BANK | History | Reduced | 4,025 | 250 | 0.0% | 0.0% | 180 | -345 | -7.89% | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 4,030 | 250 | 0.01% | 0.0% | 182 | +42 | 1.05% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | New | 3,821 | 237 | 0.0% | — | 185 | +3,821 | New | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,817 | 237 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 3,783 | 235 | 0.03% | 0.03% | 186 | -74 | -1.92% | Q4 2025 | Feb 10, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 3,765 | 233 | 0.03% | 0.03% | 187 | -126 | -3.24% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,673 | 229 | 0.01% | 0.0% | 189 | +2,334 | 174.31% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,700 | 229 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 3,625 | 225 | 0.01% | 0.02% | 190 | -845 | -18.9% | Q4 2025 | Jan 23, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 3,632 | 225 | 0.01% | 0.01% | 191 | -4 | -0.11% | Q4 2025 | Jan 20, 2026 |
| Savant Capital, LLC | History | Reduced | 3,600 | 223 | 0.0% | 0.01% | 192 | -11,502 | -76.16% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 3,400 | 211 | 0.0% | — | 193 | +3,400 | New | Q4 2025 | Feb 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | New | 3,375 | 209 | 0.03% | — | 194 | +3,375 | New | Q4 2025 | Jan 21, 2026 |
| Essex Bank | History | New | 3,304 | 205 | 0.04% | — | 195 | +3,304 | New | Q4 2025 | Feb 02, 2026 |
| Navalign, LLC | History | New | 3,007 | 186 | 0.05% | — | 196 | +3,007 | New | Q4 2025 | Feb 05, 2026 |
| Capital Analysts, LLC | History | No change | 2,613 | 162 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 2,602 | 161 | 0.01% | 0.0% | 198 | +2,562 | 6405.0% | Q4 2025 | Jan 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 2,502 | 155 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | New | 2,405 | 149 | 0.01% | — | 200 | +2,405 | New | Q4 2025 | Jan 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,111 | 131 | 0.0% | 0.0% | 201 | +2,080 | 6709.68% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 2,093 | 130 | 0.0% | 0.0% | 202 | +1,255 | 149.76% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,070 | 128 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,948 | 121 | 0.0% | 0.0% | 204 | +1,473 | 310.11% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | Reduced | 1,800 | 111 | 0.01% | 0.01% | 205 | -651 | -26.56% | Q4 2025 | Jan 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,760 | 109 | 0.02% | — | 206 | +1,760 | New | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,745 | 108 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 1,560 | 96 | 0.01% | 0.02% | 208 | -37 | -2.32% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,398 | 86 | 0.0% | — | 209 | +1,398 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,226 | 76 | 0.0% | 0.0% | 210 | +1 | 0.08% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,119 | 69 | 0.0% | 0.0% | 211 | -208 | -15.67% | Q4 2025 | Feb 12, 2026 |
| Hurley Capital, LLC | History | No change | 1,100 | 68 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 1,087 | 67 | 0.0% | — | 213 | +1,087 | New | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,063 | 66 | 0.06% | — | 214 | +1,063 | New | Q4 2025 | Feb 10, 2026 |
| 4Thought Financial Group Inc. | History | New | 793 | 49 | 0.02% | — | 215 | +793 | New | Q4 2025 | Jan 29, 2026 |
| ST GERMAIN D J CO INC | History | No change | 750 | 46 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | No change | 750 | 46 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 750 | 46 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 698 | 43 | 0.0% | 0.0% | 219 | +270 | 63.08% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 534 | 37 | 0.01% | 0.0% | 220 | +455 | 575.95% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | New | 567 | 35 | 0.0% | — | 221 | +567 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 552 | 34 | 0.0% | 0.0% | 222 | -312 | -36.11% | Q4 2025 | Jan 26, 2026 |
| Grove Bank & Trust | History | No change | 485 | 30 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 451 | 28 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 405 | 25 | 0.0% | 0.0% | 225 | +3 | 0.75% | Q4 2025 | Feb 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 400 | 24 | 0.0% | 0.0% | 226 | +250 | 166.67% | Q4 2025 | Jan 20, 2026 |
| ASSETMARK, INC | History | Added to | 367 | 22 | 0.0% | 0.0% | 227 | +153 | 71.5% | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 360 | 22 | 0.0% | 0.0% | 228 | +5 | 1.41% | Q4 2025 | Feb 13, 2026 |
| Strategic Advocates LLC | History | No change | 289 | 18 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Reduced | 219 | 14 | 0.0% | 0.02% | 230 | -12,154 | -98.23% | Q4 2025 | Feb 02, 2026 |
| SHP Wealth Management | History | New | 234 | 14 | 0.0% | — | 231 | +234 | New | Q4 2025 | Mar 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 210 | 13 | 0.0% | 0.0% | 232 | +4 | 1.94% | Q4 2025 | Feb 09, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 183 | 11 | 0.0% | 0.0% | 236 | +12 | 7.02% | Q4 2025 | Feb 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 187 | 11 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Operose Advisors LLC | History | No change | 189 | 11 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 155 | 10 | 0.0% | 0.0% | 239 | +136 | 715.79% | Q4 2025 | Jan 21, 2026 |
| TCTC Holdings, LLC | History | No change | 175 | 10 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 141 | 8 | 0.0% | — | 241 | +141 | New | Q4 2025 | Feb 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 130 | 8 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bank & Trust Co | History | New | 110 | 6 | 0.0% | — | 244 | +110 | New | Q4 2025 | Jan 13, 2026 |
| Parallel Advisors, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 106 | 6 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 75 | 4 | 0.0% | — | 246 | +75 | New | Q4 2025 | Feb 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 67 | 4 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 27 | 1 | 0.0% | — | 248 | +27 | New | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | No change | 29 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -78,421 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,407 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.81% | — | -28,773 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -27,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,886 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,769 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Cromwell Holdings LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,960 | -100.0% | Q3 2025 | Oct 24, 2025 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 18, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Feb 06, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 309 | 0 | — | — | — | +49 | 18.85% | Q4 2025 | Jan 27, 2026 |
| CGC Financial Services, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 03, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Brooklands Fund Management Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |