Goldman Sachs ETF Trust - GPIX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McCarthy & Cox | History | Reduced | 7,498 | 395,870 | 4.8% | 4.83% | 1 | -397,546 | -98.15% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 4,282,956 | 226,140 | 0.06% | 0.04% | 2 | +1,445,041 | 50.92% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,433,828 | 128,506 | 0.01% | 0.01% | 3 | +806,500 | 49.56% | Q4 2025 | Feb 17, 2026 |
| Requisite Capital Management, LLC | History | Added to | 2,271,312 | 119,925 | 22.75% | 17.92% | 4 | +226,995 | 11.1% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,000,929 | 105,649 | 0.12% | 0.1% | 5 | +235,851 | 13.36% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 1,336,721 | 70,578 | 6.73% | 5.86% | 6 | +195,336 | 17.11% | Q4 2025 | Jan 28, 2026 |
| SK Wealth Management, LLC | History | Added to | 871,722 | 46,497 | 12.96% | 8.95% | 7 | +411,717 | 89.5% | Q4 2025 | Jan 30, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 863,545 | 45,595 | 12.26% | 12.37% | 8 | +23,402 | 2.79% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 794,590 | 41,954 | 0.01% | 0.01% | 9 | +418,338 | 111.19% | Q4 2025 | Feb 10, 2026 |
| Hilton Capital Management, LLC | History | New | 761,513 | 40,207 | 3.03% | — | 10 | +761,513 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 660,520 | 34,875 | 0.01% | 0.0% | 11 | +580,313 | 723.52% | Q4 2025 | Feb 13, 2026 |
| Americana Partners, LLC | History | Reduced | 644,407 | 34,024 | 0.93% | 1.15% | 12 | -87,679 | -11.98% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 545,924 | 28,824 | 0.04% | 0.0% | 13 | +538,957 | 7735.85% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 455,701 | 24,061 | 0.01% | 0.0% | 14 | +187,356 | 69.82% | Q4 2025 | Feb 18, 2026 |
| KINTRA WEALTH, LLC | History | New | 408,546 | 21,571 | 3.01% | — | 15 | +408,546 | New | Q4 2025 | Feb 18, 2026 |
| Graney & King, LLC | History | Added to | 332,028 | 17,531 | 10.25% | 11.77% | 16 | +6,482 | 1.99% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 328,783 | 17,359 | 0.0% | 0.0% | 17 | +190,574 | 137.89% | Q4 2025 | Jan 29, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 323,040 | 17,056 | 3.86% | 3.72% | 18 | +36,672 | 12.81% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 318,387 | 16,810 | 0.01% | 0.01% | 19 | +42,075 | 15.23% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 303,117 | 16,005 | 0.0% | — | 20 | +303,117 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 277,659 | 14,660 | 0.02% | 0.01% | 21 | +85,293 | 44.34% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 275,467 | 14,544 | 0.1% | 0.08% | 22 | +59,663 | 27.65% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | New | 256,443 | 13,540 | 0.25% | — | 23 | +256,443 | New | Q4 2025 | Feb 17, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 245,529 | 12,963 | 2.08% | 2.51% | 24 | -17,683 | -6.72% | Q4 2025 | Jan 26, 2026 |
| Mason & Associates Inc | History | Reduced | 225,511 | 11,906 | 2.24% | 2.38% | 25 | -720 | -0.32% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 223,720 | 11,812 | 0.01% | 0.01% | 26 | +109,610 | 96.06% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 214,592 | 11,330 | 0.02% | 0.01% | 27 | +87,713 | 69.13% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 210,882 | 11,134 | 0.01% | 0.01% | 28 | +110,650 | 110.39% | Q4 2025 | Feb 12, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 203,970 | 10,769 | 2.06% | 2.04% | 29 | +6,487 | 3.28% | Q4 2025 | Jan 21, 2026 |
| Wick Capital Partners, LLC | History | Added to | 198,478 | 10,479 | 1.88% | 1.25% | 30 | +97,960 | 97.46% | Q4 2025 | Mar 02, 2026 |
| Investors Portfolio Services LLC | History | New | 196,748 | 10,388 | 9.36% | — | 31 | +196,748 | New | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 185,584 | 9,798 | 0.04% | 0.02% | 32 | +98,140 | 112.23% | Q4 2025 | Feb 13, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 171,550 | 9,057 | 1.58% | 1.01% | 33 | +64,403 | 60.11% | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 147,249 | 7,774 | 0.03% | 0.02% | 34 | +20,172 | 15.87% | Q4 2025 | Feb 06, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | New | 140,000 | 7,392 | 0.2% | — | 35 | +140,000 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 137,826 | 7,277 | 0.01% | 0.01% | 36 | +69,235 | 100.94% | Q4 2025 | Mar 16, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 137,275 | 7,248 | 0.1% | 0.0% | 37 | +133,191 | 3261.29% | Q4 2025 | Feb 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 122,745 | 6,480 | 0.13% | 0.15% | 38 | -23,004 | -15.78% | Q4 2025 | Feb 05, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 115,905 | 6,119 | 5.13% | 4.92% | 39 | +853 | 0.74% | Q4 2025 | Jan 20, 2026 |
| Delta Investment Management, LLC | History | Added to | 111,315 | 5,877 | 1.02% | 1.03% | 40 | +1,098 | 1.0% | Q4 2025 | Jan 30, 2026 |
| American Alpha Advisors, LLC | History | Added to | 103,126 | 5,445 | 3.22% | 3.72% | 41 | +206 | 0.2% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 101,270 | 5,347 | 0.0% | 0.0% | 42 | +60,456 | 148.13% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 91,794 | 4,846 | 0.02% | 0.01% | 43 | +35,191 | 62.17% | Q4 2025 | Feb 17, 2026 |
| Focused Wealth Management, Inc | History | Added to | 91,658 | 4,839 | 0.51% | 0.45% | 44 | +11,331 | 14.11% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 89,722 | 4,760 | 0.01% | 0.01% | 45 | +16,524 | 22.57% | Q4 2025 | Jan 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 87,761 | 4,633 | 0.02% | 0.02% | 46 | +10,249 | 13.22% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | New | 87,214 | 4,605 | 0.01% | — | 47 | +87,214 | New | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 87,198 | 4,604 | 0.08% | 0.09% | 48 | +2,323 | 2.74% | Q4 2025 | Jan 07, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 84,091 | 4,440 | 0.8% | — | 49 | +84,091 | New | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 82,654 | 4,364 | 0.02% | 0.01% | 50 | +61,616 | 292.88% | Q4 2025 | Feb 12, 2026 |
| Semus Wealth Partners LLC | History | Added to | 81,723 | 4,314 | 2.32% | 2.17% | 51 | +8,389 | 11.44% | Q4 2025 | Jan 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 81,451 | 4,300 | 0.0% | 0.0% | 52 | -90,200 | -52.55% | Q4 2025 | Feb 12, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 81,012 | 4,248 | 0.92% | 0.49% | 53 | +38,394 | 90.09% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 78,981 | 4,170 | 0.08% | 0.08% | 54 | +3,303 | 4.36% | Q4 2025 | Jan 14, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 77,923 | 4,114 | 1.3% | 1.45% | 55 | -684 | -0.87% | Q4 2025 | Jan 08, 2026 |
| Aurora Private Wealth, Inc. | History | New | 77,190 | 4,076 | 2.68% | — | 56 | +77,190 | New | Q4 2025 | Feb 02, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 70,672 | 3,731 | 2.0% | 2.82% | 57 | -21,748 | -23.53% | Q4 2025 | Jan 20, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 69,154 | 3,651 | 0.26% | 0.27% | 58 | -4,600 | -6.24% | Q4 2025 | Jan 27, 2026 |
| BENJAMIN EDWARDS INC | History | New | 67,686 | 3,573 | 0.04% | — | 59 | +67,686 | New | Q4 2025 | Feb 02, 2026 |
| Strategic Blueprint, LLC | History | Added to | 66,115 | 3,490 | 0.21% | 0.07% | 60 | +37,432 | 130.5% | Q4 2025 | Jan 30, 2026 |
| Bridgewealth Advisory Group, LLC | History | New | 64,353 | 3,397 | 0.75% | — | 61 | +64,353 | New | Q4 2025 | Feb 04, 2026 |
| American National Bank of Texas | History | New | 64,338 | 3,397 | 3.26% | — | 62 | +64,338 | New | Q4 2025 | Jan 08, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 62,801 | 3,315 | 1.25% | 0.13% | 63 | +56,724 | 933.42% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 60,435 | 3,190 | 0.03% | 0.0% | 64 | +58,406 | 2878.56% | Q4 2025 | Jan 23, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 59,963 | 3,179 | 2.24% | 2.19% | 65 | -2,167 | -3.49% | Q4 2025 | Jan 15, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 59,645 | 3,149 | 0.49% | 0.38% | 66 | +18,554 | 45.15% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 59,609 | 3,147 | 0.06% | 0.09% | 67 | -18,468 | -23.65% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 59,072 | 3,119 | 0.04% | 0.01% | 68 | +49,412 | 511.51% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 59,064 | 3,118 | 0.01% | 0.01% | 69 | +1,697 | 2.96% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 58,527 | 3,090 | 0.72% | 0.5% | 70 | +17,127 | 41.37% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 58,284 | 3,077 | 0.12% | 0.12% | 71 | -2,282 | -3.77% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 57,857 | 3,054 | 0.0% | 0.0% | 72 | +9,672 | 20.07% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 55,238 | 2,916 | 0.03% | 0.02% | 73 | +26,423 | 91.7% | Q4 2025 | Jan 20, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 54,963 | 2,902 | 1.04% | 1.07% | 74 | -1,050 | -1.87% | Q4 2025 | Jan 26, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 54,711 | 2,888 | 0.69% | 0.7% | 75 | -345 | -0.63% | Q4 2025 | Feb 11, 2026 |
| Guild Investment Management, Inc. | History | New | 53,890 | 2,845 | 2.11% | — | 76 | +53,890 | New | Q4 2025 | Jan 21, 2026 |
| Horizon Investments, LLC | History | Added to | 53,802 | 2,820 | 0.04% | 0.04% | 77 | +135 | 0.25% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 52,632 | 2,778 | 0.16% | 0.18% | 78 | +714 | 1.38% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 52,433 | 2,768 | 0.0% | 0.0% | 79 | +3,085 | 6.25% | Q4 2025 | Mar 25, 2026 |
| FOCUSED ALPHA, LLC | History | New | 52,148 | 2,753 | 0.81% | — | 80 | +52,148 | New | Q4 2025 | Feb 13, 2026 |
| POTENTIA WEALTH | History | Added to | 51,988 | 2,744 | 1.01% | 0.6% | 81 | +21,998 | 73.35% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 47,592 | 2,512 | 0.02% | — | 82 | +47,592 | New | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 47,479 | 2,506 | 0.04% | 0.05% | 83 | +3,285 | 7.43% | Q4 2025 | Jan 16, 2026 |
| Navis Wealth Advisors, LLC | History | New | 47,110 | 2,487 | 1.05% | — | 84 | +47,110 | New | Q4 2025 | Feb 13, 2026 |
| Cedarwood Wealth LLC | History | New | 43,910 | 2,337 | 2.6% | — | 85 | +43,910 | New | Q4 2025 | Mar 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 43,953 | 2,320 | 0.01% | 0.0% | 86 | +28,402 | 182.64% | Q4 2025 | Feb 18, 2026 |
| M Holdings Securities, Inc. | History | New | 42,230 | 2,230 | 0.16% | — | 87 | +42,230 | New | Q4 2025 | Feb 11, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | Added to | 42,172 | 2,226 | 1.6% | 1.6% | 88 | +469 | 1.12% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 41,769 | 2,203 | 0.01% | — | 89 | +41,769 | New | Q4 2025 | Feb 17, 2026 |
| Invst, LLC | History | Added to | 41,692 | 2,201 | 0.24% | 0.21% | 90 | +5,800 | 16.16% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 41,188 | 2,175 | 0.01% | 0.0% | 91 | +18,235 | 79.44% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 40,924 | 2,160 | 0.05% | 0.02% | 92 | +25,773 | 170.11% | Q4 2025 | Feb 09, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 39,468 | 2,083 | 0.48% | 0.47% | 93 | +1,999 | 5.34% | Q4 2025 | Jan 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 38,804 | 2,048 | 0.09% | 0.01% | 94 | +34,060 | 717.96% | Q4 2025 | Feb 05, 2026 |
| Berger Financial Group, Inc | History | New | 38,619 | 2,039 | 0.12% | — | 95 | +38,619 | New | Q4 2025 | Jan 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 37,364 | 1,972 | 0.05% | 0.02% | 96 | +21,754 | 139.36% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 34,687 | 1,831 | 0.12% | 0.06% | 97 | +18,074 | 108.79% | Q4 2025 | Feb 20, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 33,122 | 1,748 | 0.54% | 0.55% | 98 | +69 | 0.21% | Q4 2025 | Jan 12, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 31,129 | 1,643 | 0.9% | 0.88% | 99 | +1,186 | 3.96% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 30,507 | 1,602 | 0.25% | 0.23% | 100 | +4,329 | 16.54% | Q4 2025 | Jan 08, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 30,048 | 1,586 | 0.46% | 0.4% | 101 | +5,743 | 23.63% | Q4 2025 | Jan 20, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 29,960 | 1,581 | 0.29% | 0.21% | 102 | +9,514 | 46.53% | Q4 2025 | Feb 06, 2026 |
| CAP Partners, LLC | History | Added to | 29,685 | 1,567 | 0.89% | 0.74% | 104 | +4,570 | 18.2% | Q4 2025 | Feb 04, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 29,680 | 1,567 | 0.24% | 0.23% | 103 | +2,565 | 9.46% | Q4 2025 | Jan 21, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 29,365 | 1,550 | 0.86% | 0.81% | 105 | +2,045 | 7.49% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 29,055 | 1,534 | 0.04% | — | 107 | +29,055 | New | Q4 2025 | Jan 23, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 29,063 | 1,534 | 0.03% | 0.03% | 106 | -2,912 | -9.11% | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 28,842 | 1,522 | 0.03% | 0.03% | 108 | -693 | -2.35% | Q4 2025 | Jan 22, 2026 |
| PATTEN & PATTEN INC/TN | History | New | 27,650 | 1,459 | 0.09% | — | 109 | +27,650 | New | Q4 2025 | Feb 03, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 27,553 | 1,454 | 0.05% | 0.03% | 110 | +10,636 | 62.87% | Q4 2025 | Feb 04, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 27,512 | 1,452 | 0.32% | 0.32% | 111 | +305 | 1.12% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 26,000 | 1,372 | 0.0% | 0.0% | 112 | -28,265 | -52.09% | Q4 2025 | Feb 17, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 25,014 | 1,320 | 0.45% | — | 113 | +25,014 | New | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | New | 24,415 | 1,288 | 0.01% | — | 114 | +24,415 | New | Q4 2025 | Feb 17, 2026 |
| Meadowbrook Wealth Management, LLC | History | Added to | 22,911 | 1,209 | 1.38% | 1.19% | 115 | +1,064 | 4.87% | Q4 2025 | Jan 12, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 22,290 | 1,170 | 0.45% | 0.35% | 116 | +6,720 | 43.16% | Q4 2025 | Jan 21, 2026 |
| WINNOW WEALTH LLC | History | Added to | 22,046 | 1,168 | 0.86% | 0.89% | 117 | +586 | 2.73% | Q4 2025 | Feb 11, 2026 |
| Moors & Cabot, Inc. | History | Added to | 21,691 | 1,145 | 0.05% | 0.04% | 118 | +3,335 | 18.17% | Q4 2025 | Feb 10, 2026 |
| Verity Asset Management, Inc. | History | New | 19,827 | 1,046 | 0.45% | — | 119 | +19,827 | New | Q4 2025 | Jan 30, 2026 |
| Madrid Wealth Management, LLC | History | New | 19,600 | 1,034 | 0.84% | — | 120 | +19,600 | New | Q4 2025 | Feb 02, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 19,326 | 1,020 | 0.16% | 0.08% | 121 | +8,825 | 84.04% | Q4 2025 | Jan 21, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 19,185 | 1,006 | 0.25% | 0.24% | 122 | +2,615 | 15.78% | Q4 2025 | Feb 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 18,550 | 979 | 0.11% | — | 123 | +18,550 | New | Q4 2025 | Jan 12, 2026 |
| Summit Financial, LLC | History | Reduced | 18,534 | 978 | 0.01% | 0.02% | 124 | -10,320 | -35.77% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,499 | 976 | 0.01% | 0.0% | 125 | +11,754 | 174.26% | Q4 2025 | Jan 29, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | New | 18,000 | 950 | 0.33% | — | 126 | +18,000 | New | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 17,321 | 914 | 0.03% | 0.03% | 127 | -4,536 | -20.75% | Q4 2025 | Jan 09, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 16,580 | 875 | 0.7% | 0.58% | 128 | +1,750 | 11.8% | Q4 2025 | Jan 08, 2026 |
| TrustBank | History | New | 16,480 | 870 | 0.36% | — | 129 | +16,480 | New | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | Added to | 15,912 | 840 | 0.04% | 0.02% | 130 | +9,912 | 165.2% | Q4 2025 | Jan 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 15,701 | 828 | 0.02% | 0.01% | 131 | +2,255 | 16.77% | Q4 2025 | Feb 12, 2026 |
| Curi Capital, LLC | History | Reduced | 15,199 | 802 | 0.01% | 0.02% | 132 | -1,930 | -11.27% | Q4 2025 | Feb 17, 2026 |
| Next Level Private LLC | History | Added to | 15,097 | 797 | 0.21% | 0.21% | 133 | +1,013 | 7.19% | Q4 2025 | Jan 07, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 15,002 | 792 | 1.7% | 1.44% | 134 | +1,394 | 10.24% | Q4 2025 | Feb 13, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 14,927 | 788 | 0.51% | 0.2% | 135 | +9,141 | 157.98% | Q4 2025 | Feb 17, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 14,905 | 787 | 0.58% | 0.58% | 136 | +747 | 5.28% | Q4 2025 | Feb 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 14,629 | 772 | 0.04% | 0.04% | 137 | +2,012 | 15.95% | Q4 2025 | Jan 26, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 14,524 | 766 | 0.27% | — | 138 | +14,524 | New | Q4 2025 | Jan 20, 2026 |
| Neuberger Berman Group LLC | History | New | 14,473 | 764 | 0.0% | — | 139 | +14,473 | New | Q4 2025 | Feb 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 14,450 | 762 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Herold Advisors, Inc. | History | Added to | 14,353 | 757 | 0.17% | 0.07% | 141 | +8,158 | 131.69% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 14,171 | 748 | 0.02% | 0.01% | 142 | +1,985 | 16.29% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 14,120 | 745 | 0.04% | 0.04% | 143 | +1,699 | 13.68% | Q4 2025 | Feb 05, 2026 |
| TBH Global Asset Management, LLC | History | New | 13,771 | 727 | 0.12% | — | 144 | +13,771 | New | Q4 2025 | Jan 29, 2026 |
| Belpointe Asset Management LLC | History | New | 13,480 | 711 | 0.03% | — | 145 | +13,480 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | New | 13,480 | 711 | 0.1% | — | 146 | +13,480 | New | Q4 2025 | Jan 27, 2026 |
| Stratos Investment Management, LLC | History | Added to | 13,246 | 699 | 0.03% | 0.03% | 147 | +406 | 3.16% | Q4 2025 | Jan 20, 2026 |
| Guided Capital Wealth Management, LLC | History | New | 13,071 | 690 | 0.48% | — | 148 | +13,071 | New | Q4 2025 | Jan 15, 2026 |
| Hamilton Wealth, LLC | History | Added to | 12,980 | 685 | 0.13% | 0.05% | 149 | +8,835 | 213.15% | Q4 2025 | Feb 19, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 12,738 | 672 | 0.47% | 0.55% | 150 | -2,922 | -18.66% | Q4 2025 | Feb 17, 2026 |
| URS Advisory LLC | History | New | 12,289 | 648 | 0.54% | — | 151 | +12,289 | New | Q4 2025 | Feb 17, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 11,967 | 631 | 0.11% | 0.11% | 152 | +704 | 6.25% | Q4 2025 | Jan 12, 2026 |
| Magnus Financial Group LLC | History | New | 11,517 | 608 | 0.05% | — | 153 | +11,517 | New | Q4 2025 | Jan 07, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,414 | 602 | 0.01% | 0.01% | 154 | +2,580 | 29.21% | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | New | 11,274 | 595 | 0.59% | — | 155 | +11,274 | New | Q4 2025 | Feb 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | New | 11,250 | 594 | 0.21% | — | 156 | +11,250 | New | Q4 2025 | Jan 28, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 11,249 | 593 | 0.11% | 0.1% | 157 | +1,524 | 15.67% | Q4 2025 | Jan 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 11,226 | 592 | 0.0% | 0.01% | 158 | +767 | 7.33% | Q4 2025 | Feb 17, 2026 |
| Nautilus Advisors LLC | History | Added to | 10,972 | 579 | 0.38% | 0.31% | 159 | +2,140 | 24.23% | Q4 2025 | Jan 22, 2026 |
| Visionary Wealth Advisors | History | New | 10,878 | 574 | 0.03% | — | 160 | +10,878 | New | Q4 2025 | Feb 13, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 10,871 | 573 | 0.08% | 0.08% | 161 | +200 | 1.87% | Q4 2025 | Feb 10, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | New | 10,798 | 570 | 0.27% | — | 162 | +10,798 | New | Q4 2025 | Jan 26, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 10,750 | 567 | 0.13% | 0.16% | 163 | -2,096 | -16.32% | Q4 2025 | Jan 06, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 10,452 | 551 | 0.12% | — | 164 | +10,452 | New | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | New | 10,000 | 528 | 0.12% | — | 165 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | New | 9,600 | 507 | 0.09% | — | 167 | +9,600 | New | Q4 2025 | Jan 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 9,615 | 507 | 0.04% | 0.03% | 166 | +3,800 | 65.35% | Q4 2025 | Jan 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 9,345 | 493 | 0.01% | — | 168 | +9,345 | New | Q4 2025 | Jan 29, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 9,202 | 485 | 0.15% | 0.12% | 169 | +1,881 | 25.69% | Q4 2025 | Jan 20, 2026 |
| Occidental Asset Management, LLC | History | New | 9,127 | 481 | 0.06% | — | 170 | +9,127 | New | Q4 2025 | Jan 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 9,082 | 480 | 0.05% | 0.06% | 171 | -1,110 | -10.89% | Q4 2025 | Jan 12, 2026 |
| Latitude Advisors, LLC | History | Added to | 9,048 | 477 | 0.21% | 0.19% | 172 | +1,154 | 14.62% | Q4 2025 | Jan 27, 2026 |
| SCOTIA CAPITAL INC. | History | New | 8,669 | 457 | 0.0% | — | 173 | +8,669 | New | Q4 2025 | Feb 12, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 8,514 | 449 | 0.3% | 0.21% | 174 | +2,459 | 40.61% | Q4 2025 | Jan 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,498 | 448 | 0.01% | 0.01% | 175 | +2,137 | 33.6% | Q4 2025 | Feb 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 8,466 | 447 | 0.01% | 0.01% | 176 | +1,115 | 15.17% | Q4 2025 | Feb 12, 2026 |
| Balboa Wealth Partners | History | Added to | 8,466 | 447 | 0.07% | 0.07% | 177 | +600 | 7.63% | Q4 2025 | Jan 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 8,164 | 431 | 0.01% | 0.0% | 178 | +4,164 | 104.1% | Q4 2025 | Feb 19, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 8,137 | 429 | 0.0% | — | 179 | +8,137 | New | Q4 2025 | Jan 29, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | New | 8,075 | 426 | 0.2% | — | 180 | +8,075 | New | Q4 2025 | Jan 22, 2026 |
| STAR Financial Bank | History | Added to | 7,558 | 399 | 0.2% | 0.13% | 181 | +3,202 | 73.51% | Q4 2025 | Feb 13, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | New | 7,466 | 394 | 0.11% | — | 182 | +7,466 | New | Q4 2025 | Jan 26, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 7,311 | 386 | 0.02% | 0.02% | 184 | +1,030 | 16.4% | Q4 2025 | Jan 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 7,319 | 386 | 0.1% | 0.11% | 183 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 7,284 | 384 | 0.14% | 0.14% | 185 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Vise Technologies, Inc. | History | New | 7,263 | 383 | 0.01% | — | 186 | +7,263 | New | Q4 2025 | Feb 11, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 7,185 | 379 | 0.06% | 0.06% | 187 | +345 | 5.04% | Q4 2025 | Jan 20, 2026 |
| Grant Private Wealth Management Inc | History | New | 7,141 | 377 | 0.23% | — | 188 | +7,141 | New | Q4 2025 | Jan 05, 2026 |
| Collier Financial | History | New | 7,128 | 376 | 0.28% | — | 189 | +7,128 | New | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 7,056 | 372 | 0.0% | — | 190 | +7,056 | New | Q4 2025 | Feb 13, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 7,010 | 370 | 0.15% | — | 191 | +7,010 | New | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,874 | 362 | 0.01% | 0.0% | 192 | +6,739 | 4991.85% | Q4 2025 | Feb 12, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 6,850 | 361 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,629 | 350 | 0.0% | 0.0% | 194 | -99,418 | -93.75% | Q4 2025 | Feb 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,573 | 347 | 0.01% | — | 195 | +6,573 | New | Q4 2025 | Feb 13, 2026 |
| Saxony Capital Management, LLC | History | Added to | 6,511 | 343 | 0.21% | 0.21% | 196 | +294 | 4.73% | Q4 2025 | Jan 15, 2026 |
| CFO4Life Group, LLC | History | No change | 6,366 | 336 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 6,346 | 335 | 0.0% | 0.0% | 198 | +6,313 | 19130.3% | Q4 2025 | Feb 13, 2026 |
| Meridian Financial Partners LLC | History | New | 6,219 | 327 | 0.13% | — | 199 | +6,219 | New | Q4 2025 | Feb 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 6,059 | 321 | 0.03% | 0.02% | 200 | +776 | 14.69% | Q4 2025 | Jan 20, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,043 | 319 | 0.04% | — | 201 | +6,043 | New | Q4 2025 | Feb 11, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 6,030 | 318 | 0.03% | 0.03% | 202 | +1,685 | 38.78% | Q4 2025 | Jan 20, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 5,994 | 316 | 0.03% | 0.03% | 203 | +1,064 | 21.58% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 5,935 | 313 | 0.0% | — | 204 | +5,935 | New | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 5,817 | 307 | 0.02% | 0.01% | 205 | +1,217 | 26.46% | Q4 2025 | Feb 13, 2026 |
| Jupiter Wealth Management LLC | History | No change | 5,889 | 307 | 0.14% | 0.15% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | No change | 5,800 | 306 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 5,755 | 303 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 5,720 | 302 | 0.21% | 0.21% | 209 | +70 | 1.24% | Q4 2025 | Jan 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,680 | 299 | 0.0% | 0.0% | 210 | +79 | 1.41% | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | New | 5,610 | 296 | 0.01% | — | 211 | +5,610 | New | Q4 2025 | Jan 30, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 5,400 | 285 | 0.01% | 0.01% | 212 | +900 | 20.0% | Q4 2025 | Jan 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 5,239 | 276 | 0.01% | 0.02% | 213 | -691 | -11.65% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 5,217 | 275 | 0.0% | — | 214 | +5,217 | New | Q4 2025 | Feb 06, 2026 |
| EdgeRock Capital LLC | History | New | 5,178 | 273 | 0.07% | — | 216 | +5,178 | New | Q4 2025 | Jan 14, 2026 |
| Betterment LLC | History | Added to | 5,169 | 273 | 0.0% | 0.0% | 215 | +1,115 | 27.5% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,911 | 259 | 0.0% | 0.0% | 217 | -191 | -3.74% | Q4 2025 | Feb 02, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 4,784 | 252 | 0.07% | — | 218 | +4,784 | New | Q4 2025 | Jan 12, 2026 |
| Hilltop Holdings Inc. | History | New | 4,759 | 251 | 0.01% | — | 219 | +4,759 | New | Q4 2025 | Feb 17, 2026 |
| Register Financial Advisors LLC | History | Added to | 4,740 | 250 | 0.1% | 0.09% | 220 | +200 | 4.41% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 4,664 | 246 | 0.0% | — | 222 | +4,664 | New | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | New | 4,663 | 246 | 0.02% | — | 221 | +4,663 | New | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisors, LLC | History | New | 4,650 | 245 | 0.0% | — | 223 | +4,650 | New | Q4 2025 | Jan 13, 2026 |
| Ignite Planners, LLC | History | No change | 4,618 | 245 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 4,600 | 242 | 0.01% | 0.0% | 225 | +1,750 | 61.4% | Q4 2025 | Jan 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 4,430 | 234 | 0.11% | 0.16% | 226 | -1,051 | -19.18% | Q4 2025 | Feb 10, 2026 |
| HERBST GROUP, LLC | History | New | 4,400 | 232 | 0.14% | — | 227 | +4,400 | New | Q4 2025 | Jan 16, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 4,396 | 232 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Waterloo Capital, L.P. | History | New | 4,332 | 228 | 0.02% | — | 229 | +4,332 | New | Q4 2025 | Feb 10, 2026 |
| Core Wealth Partners LLC | History | New | 4,308 | 227 | 0.1% | — | 230 | +4,308 | New | Q4 2025 | Feb 17, 2026 |
| Elite Wealth Management, Inc. | History | New | 4,273 | 225 | 0.06% | — | 231 | +4,273 | New | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 4,191 | 221 | 0.0% | — | 232 | +4,191 | New | Q4 2025 | Feb 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 4,125 | 217 | 0.01% | 0.04% | 233 | -7,925 | -65.77% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | New | 4,115 | 217 | 0.0% | — | 234 | +4,115 | New | Q4 2025 | Jan 26, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 4,050 | 213 | 0.03% | — | 235 | +4,050 | New | Q4 2025 | Feb 11, 2026 |
| Accurate Wealth Management, LLC | History | New | 4,000 | 212 | 0.03% | — | 236 | +4,000 | New | Q4 2025 | Jan 14, 2026 |
| Vienna Asset Management LLC | History | Reduced | 3,942 | 208 | 0.12% | 0.14% | 237 | -473 | -10.71% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,883 | 205 | 0.01% | 0.03% | 238 | -6,217 | -61.55% | Q4 2025 | Feb 04, 2026 |
| Ruggiero Investments, Inc. | History | New | 3,865 | 204 | 0.18% | — | 239 | +3,865 | New | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,800 | 200 | 0.0% | — | 240 | +3,800 | New | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 3,758 | 198 | 0.0% | — | 241 | +3,758 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 3,728 | 196 | 0.0% | 0.0% | 242 | +205 | 5.82% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,653 | 192 | 0.0% | 0.0% | 243 | +81 | 2.27% | Q4 2025 | Feb 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 3,139 | 165 | 0.06% | 0.07% | 244 | +25 | 0.8% | Q4 2025 | Jan 27, 2026 |
| GGM Financials LLC | History | Added to | 3,065 | 161 | 0.08% | 0.07% | 245 | +226 | 7.96% | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | New | 3,000 | 158 | 0.0% | — | 246 | +3,000 | New | Q4 2025 | Jan 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,663 | 140 | 0.01% | 0.01% | 247 | +1,563 | 142.09% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 2,521 | 133 | 0.0% | 0.0% | 248 | +586 | 30.28% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Added to | 2,476 | 131 | 0.0% | 0.0% | 249 | +1,582 | 176.96% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | New | 2,365 | 124 | 0.0% | — | 250 | +2,365 | New | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | New | 2,305 | 121 | 0.0% | — | 251 | +2,305 | New | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 2,170 | 114 | 0.01% | — | 252 | +2,170 | New | Q4 2025 | Jan 21, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,626 | 85 | 0.0% | 0.0% | 253 | +72 | 4.63% | Q4 2025 | Feb 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,350 | 71 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Redwood Park Advisors LLC | History | Added to | 1,098 | 57 | 0.04% | 0.02% | 255 | +615 | 127.33% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 1,000 | 52 | 0.0% | — | 256 | +1,000 | New | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 719 | 37 | 0.0% | 0.0% | 257 | +676 | 1572.09% | Q4 2025 | Jan 13, 2026 |
| Private Wealth Asset Management, LLC | History | New | 651 | 34 | 0.0% | — | 258 | +651 | New | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 580 | 30 | 0.0% | — | 260 | +580 | New | Q4 2025 | Jan 29, 2026 |
| Manchester Capital Management LLC | History | New | 576 | 30 | 0.0% | — | 259 | +576 | New | Q4 2025 | Feb 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 491 | 25 | 0.01% | 0.01% | 261 | +4 | 0.82% | Q4 2025 | Jan 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 400 | 21 | 0.02% | — | 262 | +400 | New | Q4 2025 | Feb 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 400 | 20 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | New | 300 | 15 | 0.0% | — | 264 | +300 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 228 | 12 | 0.0% | — | 265 | +228 | New | Q4 2025 | Feb 03, 2026 |
| Dunhill Financial, LLC | History | Added to | 245 | 12 | 0.0% | 0.0% | 266 | +5 | 2.08% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | New | 200 | 11 | 0.0% | — | 267 | +200 | New | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 200 | 10 | 0.0% | — | 268 | +200 | New | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | New | 150 | 8 | 0.0% | — | 269 | +150 | New | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | New | 138 | 7 | 0.0% | — | 270 | +138 | New | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | New | 96 | 5 | 0.0% | — | 271 | +96 | New | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | No change | 100 | 5 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | New | 80 | 4 | 0.0% | — | 273 | +80 | New | Q4 2025 | Jan 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 52 | 2 | 0.0% | — | 276 | +52 | New | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | New | 50 | 2 | 0.0% | — | 275 | +50 | New | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 31 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | No change | 25 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| 3EDGE Asset Management, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -38,940 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Integrity Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -22,302 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Portfolio Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -18,990 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -18,060 | -100.0% | Q3 2025 | Oct 31, 2025 |
| KWB Wealth | History | Closed out | 0 | 0 | — | 0.03% | — | -5,758 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,511 | -100.0% | Q3 2025 | Oct 17, 2025 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,361 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,311 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,201 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -4,033 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,972 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,972 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,883 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -797 | -100.0% | Q3 2025 | Nov 03, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Root Financial Partners, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |