Tidal Trust I - GRNY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 5,934,411 | 147,260 | 0.26% | 0.06% | 1 | +4,650,153 | 362.09% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,319,721 | 131,716 | 0.02% | — | 2 | +5,319,721 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,277,042 | 81,139 | 0.03% | 0.02% | 3 | +1,365,993 | 71.48% | Q4 2025 | Feb 18, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | New | 2,300,000 | 56,948 | 0.37% | — | 4 | +2,300,000 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,021,817 | 50,060 | 0.05% | 0.05% | 5 | +184,171 | 10.02% | Q4 2025 | Feb 06, 2026 |
| TTP Investments, Inc. | History | Added to | 1,740,166 | 43,086 | 14.05% | 9.56% | 6 | +435,563 | 33.39% | Q4 2025 | Jan 28, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 1,270,624 | 32,871 | 1.04% | 0.99% | 7 | +137,536 | 12.14% | Q4 2025 | Jan 23, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 1,322,606 | 32,747 | 8.48% | 8.83% | 8 | +17,150 | 1.31% | Q4 2025 | Jan 07, 2026 |
| Stenger Family Office, LLC | History | Reduced | 1,273,356 | 31,528 | 6.51% | 6.86% | 9 | -9,506 | -0.74% | Q4 2025 | Mar 04, 2026 |
| Socha Financial Group, LLC | History | Added to | 1,142,473 | 28,287 | 13.8% | 0.14% | 10 | +1,128,976 | 8364.64% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Added to | 1,117,377 | 27,666 | 0.01% | 0.0% | 11 | +995,639 | 817.85% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,036,486 | 25,663 | 0.07% | 0.05% | 12 | +364,202 | 54.17% | Q4 2025 | Feb 05, 2026 |
| Pasadena Private Wealth, LLC | History | New | 994,474 | 24,623 | 3.35% | — | 13 | +994,474 | New | Q4 2025 | Feb 10, 2026 |
| Reliant Wealth Planning | History | Reduced | 979,647 | 24,256 | 7.58% | 8.08% | 14 | -18,020 | -1.81% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 913,888 | 22,628 | 0.06% | 0.06% | 15 | +138,749 | 17.9% | Q4 2025 | Jan 26, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 913,800 | 22,625 | 0.26% | 0.22% | 16 | +246,800 | 37.0% | Q4 2025 | Feb 10, 2026 |
| Venture Visionary Partners LLC | History | Added to | 913,745 | 22,624 | 0.74% | 0.76% | 17 | +24,759 | 2.79% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 894,771 | 22,154 | 0.05% | 0.06% | 18 | +45,992 | 5.42% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Management, LLC | History | Added to | 812,731 | 20,123 | 13.55% | 13.32% | 19 | +22,811 | 2.89% | Q4 2025 | Jan 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 801,949 | 19,856 | 0.05% | 0.04% | 20 | +141,862 | 21.49% | Q4 2025 | Feb 11, 2026 |
| SMITH, MOORE & CO. | History | Added to | 771,453 | 19,101 | 1.44% | 1.44% | 21 | +20,252 | 2.7% | Q4 2025 | Jan 23, 2026 |
| bLong Financial, LLC | History | Added to | 690,955 | 17,108 | 11.95% | 5.98% | 22 | +347,850 | 101.38% | Q4 2025 | Feb 05, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Reduced | 687,220 | 17,015 | 9.15% | 9.59% | 23 | -2,987 | -0.43% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 683,497 | 16,923 | 0.06% | 0.05% | 24 | +218,753 | 47.07% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 679,857 | 16,833 | 0.02% | 0.01% | 25 | +181,698 | 36.47% | Q4 2025 | Feb 13, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Added to | 678,413 | 16,797 | 1.1% | 0.83% | 26 | +183,265 | 37.01% | Q4 2025 | Feb 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 596,861 | 14,778 | 1.12% | 0.88% | 27 | +159,803 | 36.56% | Q4 2025 | Jan 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 554,568 | 13,731 | 0.02% | 0.01% | 28 | +147,912 | 36.37% | Q4 2025 | Feb 12, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 554,108 | 13,719 | 5.97% | 6.77% | 29 | +34,827 | 6.71% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 530,550 | 13,136 | 0.02% | 0.02% | 30 | +63,996 | 13.72% | Q4 2025 | Feb 10, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 499,580 | 12,369 | 5.37% | — | 31 | +499,580 | New | Q4 2025 | Jan 23, 2026 |
| VestGen Advisors, LLC | History | Added to | 447,629 | 11,083 | 0.47% | 0.27% | 32 | +121,733 | 37.35% | Q4 2025 | Feb 17, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 436,483 | 10,807 | 8.06% | 7.4% | 33 | +67,575 | 18.32% | Q4 2025 | Jan 12, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 421,583 | 10,438 | 7.09% | 7.51% | 34 | -30 | -0.01% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 411,698 | 10,193 | 0.06% | 0.0% | 35 | +406,718 | 8167.03% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 408,153 | 10,105 | 0.13% | 0.13% | 36 | +20,344 | 5.25% | Q4 2025 | Jan 29, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 400,667 | 9,920 | 1.0% | 1.07% | 37 | -13,410 | -3.24% | Q4 2025 | Jan 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 383,988 | 9,507 | 0.0% | 0.0% | 38 | +308,345 | 407.63% | Q4 2025 | Feb 10, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 364,683 | 9,350 | 3.15% | 2.66% | 39 | +68,318 | 23.05% | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 370,680 | 9,178 | 1.55% | 1.41% | 40 | +41,608 | 12.64% | Q4 2025 | Jan 20, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 363,467 | 8,999 | 0.06% | 0.04% | 41 | +107,558 | 42.03% | Q4 2025 | Jan 29, 2026 |
| Brookwood Investment Group LLC | History | New | 362,672 | 8,979 | 1.08% | — | 42 | +362,672 | New | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 342,398 | 8,477 | 0.0% | 0.0% | 43 | +35,689 | 11.64% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 334,673 | 8,286 | 0.19% | 0.2% | 44 | +22,039 | 7.05% | Q4 2025 | Feb 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 317,934 | 7,872 | 1.48% | 3.95% | 45 | -517,815 | -61.96% | Q4 2025 | Jan 28, 2026 |
| Valley Financial Group, Inc. | History | New | 310,927 | 7,698 | 4.32% | — | 46 | +310,927 | New | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 307,134 | 7,604 | 0.27% | 0.27% | 47 | +13,634 | 4.65% | Q4 2025 | Jan 13, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 287,529 | 7,119 | 0.68% | 0.63% | 48 | +42,172 | 17.19% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 284,551 | 7,045 | 0.04% | 0.01% | 49 | +220,164 | 341.94% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 272,442 | 6,745 | 0.1% | 0.09% | 50 | +39,257 | 16.84% | Q4 2025 | Feb 17, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 261,849 | 6,483 | 6.56% | 5.92% | 51 | +21,164 | 8.79% | Q4 2025 | Jan 26, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 260,306 | 6,445 | 6.08% | 6.35% | 52 | +5,451 | 2.14% | Q4 2025 | Jan 27, 2026 |
| Weaver Consulting Group | History | Added to | 248,736 | 6,158 | 1.51% | 1.55% | 53 | +4,831 | 1.98% | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 247,974 | 6,139 | 0.16% | 0.17% | 54 | -380 | -0.15% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 246,137 | 6,094 | 0.0% | 0.0% | 55 | +114,737 | 87.32% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 238,285 | 5,899 | 0.27% | 0.15% | 56 | +111,726 | 88.28% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 236,147 | 5,846 | 0.01% | 0.0% | 57 | +141,147 | 148.58% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 235,985 | 5,842 | 0.01% | 0.0% | 58 | +200,149 | 558.51% | Q4 2025 | Feb 17, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Added to | 234,127 | 5,796 | 1.14% | 0.88% | 59 | +62,275 | 36.24% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 231,050 | 5,720 | 0.62% | 0.55% | 60 | +45,907 | 24.8% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 229,337 | 5,678 | 0.12% | 0.11% | 61 | +27,370 | 13.55% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 227,445 | 5,631 | 0.15% | 0.13% | 62 | +39,530 | 21.04% | Q4 2025 | Feb 17, 2026 |
| Vienna Asset Management LLC | History | Added to | 227,023 | 5,621 | 3.19% | 0.79% | 63 | +173,721 | 325.92% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 223,841 | 5,542 | 0.02% | 0.03% | 64 | -24,526 | -9.87% | Q4 2025 | Feb 12, 2026 |
| Brick & Kyle, Associates | History | Added to | 223,159 | 5,525 | 1.96% | 0.63% | 65 | +154,877 | 226.82% | Q4 2025 | Feb 13, 2026 |
| 1248 Management, LLC | History | No change | 219,427 | 5,433 | 2.91% | 3.09% | 66 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 217,551 | 5,386 | 0.06% | 0.01% | 67 | +183,160 | 532.58% | Q4 2025 | Jan 29, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 205,951 | 5,099 | 2.13% | 2.3% | 68 | -10,684 | -4.93% | Q4 2025 | Feb 03, 2026 |
| Emissary Wealth LLC | History | New | 205,138 | 5,079 | 4.27% | — | 69 | +205,138 | New | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 204,980 | 5,075 | 0.01% | 0.0% | 70 | +42,834 | 26.42% | Q4 2025 | Feb 17, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 204,387 | 5,060 | 1.74% | — | 71 | +204,387 | New | Q4 2025 | Jan 12, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | New | 200,068 | 4,953 | 3.0% | — | 72 | +200,068 | New | Q4 2025 | Feb 11, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 200,006 | 4,952 | 1.92% | 1.82% | 73 | +16,992 | 9.28% | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 197,700 | 4,895 | 0.0% | 0.0% | 74 | +15,000 | 8.21% | Q4 2025 | Feb 17, 2026 |
| WJ Wealth Management, LLC | History | New | 194,286 | 4,810 | 2.11% | — | 75 | +194,286 | New | Q4 2025 | Feb 05, 2026 |
| CMC Financial Group | History | Added to | 181,586 | 4,496 | 8.02% | 1.88% | 76 | +141,028 | 347.72% | Q4 2025 | Jan 26, 2026 |
| DAVENPORT & Co LLC | History | Added to | 169,380 | 4,193 | 0.02% | 0.02% | 77 | +39,168 | 30.08% | Q4 2025 | Jan 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 169,047 | 4,185 | 0.08% | 0.07% | 78 | +10,143 | 6.38% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 166,745 | 4,128 | 0.05% | 0.0% | 79 | +151,665 | 1005.74% | Q4 2025 | Feb 05, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 164,463 | 4,072 | 0.13% | 0.04% | 80 | +116,463 | 242.63% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 162,844 | 4,032 | 0.01% | 0.0% | 81 | +106,690 | 190.0% | Q4 2025 | Mar 16, 2026 |
| BXM Wealth LLC | History | Added to | 372,557 | 4,003 | 3.09% | 2.19% | 82 | +280,097 | 302.94% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 155,095 | 3,840 | 0.04% | 0.0% | 83 | +154,826 | 57556.13% | Q4 2025 | Jan 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 150,317 | 3,721 | 0.17% | 0.14% | 84 | +28,889 | 23.79% | Q4 2025 | Feb 13, 2026 |
| Financial Designs Corp | History | New | 146,965 | 3,638 | 2.06% | — | 85 | +146,965 | New | Q4 2025 | Jan 23, 2026 |
| Sun Financial Inc | History | New | 144,564 | 3,579 | 1.99% | — | 86 | +144,564 | New | Q4 2025 | Feb 02, 2026 |
| Longitude (Cayman) Ltd. | History | New | 140,000 | 3,466 | 1.5% | — | 87 | +140,000 | New | Q4 2025 | Feb 12, 2026 |
| Members Advisory Group LLC | History | Added to | 136,266 | 3,373 | 1.27% | 0.43% | 88 | +87,268 | 178.11% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Added to | 136,114 | 3,370 | 0.0% | 0.0% | 89 | +51,793 | 61.42% | Q4 2025 | Jan 29, 2026 |
| Financial Enhancement Group LLC | History | Added to | 129,989 | 3,318 | 0.43% | 0.36% | 90 | +25,190 | 24.04% | Q4 2025 | Jan 23, 2026 |
| Vivaldi Capital Management LP | History | Added to | 131,868 | 3,265 | 0.44% | 0.46% | 91 | +2,778 | 2.15% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 128,333 | 3,177 | 0.11% | 0.11% | 92 | +15,856 | 14.1% | Q4 2025 | Feb 04, 2026 |
| Fidelis Wealth Advisors LLC | History | New | 118,455 | 2,932 | 4.25% | — | 93 | +118,455 | New | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 114,943 | 2,845 | 0.04% | 0.04% | 94 | +24,216 | 26.69% | Q4 2025 | Feb 12, 2026 |
| WCG Wealth Advisors LLC | History | New | 114,550 | 2,836 | 0.08% | — | 95 | +114,550 | New | Q4 2025 | Feb 10, 2026 |
| Menard Financial Group LLC | History | Reduced | 110,763 | 2,742 | 1.88% | 1.87% | 96 | -324 | -0.29% | Q4 2025 | Feb 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 106,980 | 2,648 | 0.61% | 0.49% | 97 | +22,000 | 25.89% | Q4 2025 | Jan 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 99,698 | 2,558 | 0.0% | 0.0% | 98 | +17,801 | 21.74% | Q4 2025 | Jan 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 100,750 | 2,494 | 0.05% | 0.06% | 99 | +2,563 | 2.61% | Q4 2025 | Feb 03, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 98,539 | 2,483 | 0.95% | — | 100 | +98,539 | New | Q4 2025 | Feb 12, 2026 |
| Concentrum Wealth Management | History | New | 97,321 | 2,409 | 0.67% | — | 101 | +97,321 | New | Q4 2025 | Feb 04, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 95,911 | 2,374 | 0.64% | 0.54% | 102 | +23,026 | 31.59% | Q4 2025 | Feb 09, 2026 |
| Noble Wealth Management PBC | History | Added to | 95,722 | 2,370 | 1.19% | 1.2% | 103 | +5,146 | 5.68% | Q4 2025 | Jan 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 91,679 | 2,269 | 0.01% | 0.0% | 104 | +51,937 | 130.69% | Q4 2025 | Feb 17, 2026 |
| Morangie Management LLC | History | New | 91,533 | 2,266 | 1.8% | — | 105 | +91,533 | New | Q4 2025 | Jan 16, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 90,851 | 2,249 | 0.25% | 0.26% | 106 | +3,345 | 3.82% | Q4 2025 | Feb 17, 2026 |
| Cedarwood Wealth LLC | History | New | 83,308 | 2,136 | 2.38% | — | 107 | +83,308 | New | Q4 2025 | Mar 05, 2026 |
| World Investment Advisors | History | Added to | 84,853 | 2,100 | 0.03% | 0.03% | 108 | +16,447 | 24.04% | Q4 2025 | Mar 12, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 84,794 | 2,099 | 0.84% | 0.56% | 109 | +30,394 | 55.87% | Q4 2025 | Jan 14, 2026 |
| Ruggiero Investments, Inc. | History | New | 84,576 | 2,094 | 1.89% | — | 110 | +84,576 | New | Q4 2025 | Feb 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 84,272 | 2,086 | 0.1% | 0.1% | 111 | +17,320 | 25.87% | Q4 2025 | Jan 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 82,834 | 2,050 | 0.03% | 0.08% | 112 | -132,346 | -61.5% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 82,176 | 2,034 | 0.0% | 0.0% | 113 | +14,343 | 21.14% | Q4 2025 | Feb 17, 2026 |
| Phoenix Financial Ltd. | History | New | 82,130 | 2,033 | 0.02% | — | 114 | +82,130 | New | Q4 2025 | Feb 05, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 80,472 | 2,031 | 0.99% | 0.93% | 115 | +12,598 | 18.56% | Q4 2025 | Feb 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 81,153 | 2,009 | 0.09% | 0.03% | 116 | +53,724 | 195.87% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 77,664 | 1,922 | 0.0% | 0.0% | 117 | -20,932 | -21.23% | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 76,112 | 1,884 | 0.14% | 0.06% | 118 | +39,072 | 105.49% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 74,219 | 1,837 | 0.0% | 0.0% | 119 | +3,960 | 5.64% | Q4 2025 | Feb 13, 2026 |
| Oxler Private Wealth LLC | History | Added to | 73,088 | 1,809 | 0.52% | 0.15% | 120 | +52,979 | 263.46% | Q4 2025 | Jan 23, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 72,839 | 1,803 | 0.3% | — | 121 | +72,839 | New | Q4 2025 | Feb 12, 2026 |
| Counterweight Ventures, LLC | History | Added to | 72,048 | 1,783 | 1.0% | 0.96% | 122 | +6,179 | 9.38% | Q4 2025 | Jan 15, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | New | 71,021 | 1,758 | 0.5% | — | 123 | +71,021 | New | Q4 2025 | Jan 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 70,731 | 1,751 | 0.01% | 0.01% | 124 | +7,655 | 12.14% | Q4 2025 | Feb 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 69,423 | 1,718 | 0.24% | — | 125 | +69,423 | New | Q4 2025 | Feb 18, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 67,365 | 1,667 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 65,121 | 1,612 | 0.01% | — | 127 | +65,121 | New | Q4 2025 | Feb 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 64,228 | 1,590 | 0.46% | 0.47% | 128 | +2,127 | 3.43% | Q4 2025 | Feb 05, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 63,992 | 1,584 | 0.17% | 0.16% | 129 | +1,143 | 1.82% | Q4 2025 | Jan 27, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 61,434 | 1,521 | 1.0% | 1.1% | 130 | -500 | -0.81% | Q4 2025 | Feb 10, 2026 |
| GWN SECURITIES INC. | History | Added to | 57,679 | 1,428 | 0.29% | 0.3% | 131 | +5,745 | 11.06% | Q4 2025 | Feb 11, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 57,550 | 1,424 | 0.3% | 0.31% | 132 | +815 | 1.44% | Q4 2025 | Jan 22, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 56,781 | 1,405 | 0.46% | 0.45% | 133 | +7,868 | 16.09% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 55,727 | 1,379 | 0.02% | 0.01% | 134 | +7,029 | 14.43% | Q4 2025 | Feb 02, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 56,315 | 1,355 | 1.83% | 1.18% | 135 | +22,231 | 65.22% | Q4 2025 | Feb 10, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 53,805 | 1,332 | 0.14% | 0.15% | 136 | -250 | -0.46% | Q4 2025 | Jan 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 53,585 | 1,326 | 0.02% | 0.02% | 137 | +14,407 | 36.77% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 51,506 | 1,275 | 0.01% | 0.01% | 138 | +7,439 | 16.88% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | New | 50,199 | 1,242 | 0.1% | — | 139 | +50,199 | New | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | New | 47,951 | 1,187 | 0.03% | — | 140 | +47,951 | New | Q4 2025 | Jan 30, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 47,364 | 1,173 | 0.07% | 0.07% | 141 | -181 | -0.38% | Q4 2025 | Feb 13, 2026 |
| CAP Partners, LLC | History | Added to | 47,364 | 1,172 | 0.66% | 0.64% | 142 | +2,320 | 5.15% | Q4 2025 | Feb 04, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 46,957 | 1,162 | 0.32% | 0.28% | 143 | +7,774 | 19.84% | Q4 2025 | Jan 07, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 45,343 | 1,160 | 0.59% | 0.56% | 144 | +5,008 | 12.42% | Q4 2025 | Jan 29, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 45,746 | 1,132 | 0.25% | 0.23% | 145 | +4,375 | 10.58% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 45,630 | 1,129 | 0.0% | 0.0% | 146 | +17,241 | 60.73% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 45,634 | 1,129 | 0.02% | 0.03% | 147 | -69 | -0.15% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,356 | 1,123 | 0.0% | 0.0% | 148 | +581 | 1.3% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 45,108 | 1,116 | 0.01% | 0.02% | 149 | +3,991 | 9.71% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 43,844 | 1,085 | 0.01% | — | 150 | +43,844 | New | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 41,211 | 1,020 | 0.03% | 0.02% | 151 | +20,516 | 99.14% | Q4 2025 | Jan 06, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 40,515 | 1,003 | 0.55% | 0.39% | 152 | +12,590 | 45.09% | Q4 2025 | Feb 05, 2026 |
| Maia Wealth LLC | History | Reduced | 39,252 | 962 | 0.16% | 0.17% | 153 | -594 | -1.49% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | No change | 38,579 | 955 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 38,181 | 945 | 0.35% | 0.11% | 155 | +27,636 | 262.08% | Q4 2025 | Feb 17, 2026 |
| Fulcrum Equity Management | History | New | 37,968 | 940 | 0.9% | — | 156 | +37,968 | New | Q4 2025 | Jan 06, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 37,632 | 931 | 0.19% | 0.36% | 157 | -28,256 | -42.88% | Q4 2025 | Jan 29, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 36,797 | 911 | 0.07% | 0.06% | 158 | +4,495 | 13.92% | Q4 2025 | Feb 13, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 36,090 | 893 | 0.09% | 0.12% | 159 | -840 | -2.27% | Q4 2025 | Jan 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 35,091 | 869 | 0.03% | 0.03% | 160 | +3,225 | 10.12% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 34,282 | 848 | 0.0% | 0.0% | 161 | +2,237 | 6.98% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 33,562 | 830 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Truvestments Capital LLC | History | No change | 33,150 | 820 | 0.15% | 0.15% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 31,314 | 775 | 0.02% | — | 164 | +31,314 | New | Q4 2025 | Feb 17, 2026 |
| Wilmar Advisors LLC | History | No change | 30,000 | 742 | 0.58% | 0.61% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | New | 29,426 | 728 | 0.0% | — | 166 | +29,426 | New | Q4 2025 | Jan 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 29,107 | 720 | 0.0% | 0.0% | 167 | -18,079 | -38.31% | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | New | 28,935 | 716 | 0.01% | — | 168 | +28,935 | New | Q4 2025 | Feb 11, 2026 |
| Geneva Partners, LLC | History | Added to | 28,340 | 701 | 0.25% | 0.19% | 169 | +7,101 | 33.43% | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 28,170 | 697 | 0.0% | — | 170 | +28,170 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 27,688 | 685 | 0.0% | 0.0% | 171 | +5,000 | 22.04% | Q4 2025 | Feb 17, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Added to | 27,470 | 680 | 0.17% | 0.14% | 172 | +4,518 | 19.68% | Q4 2025 | Jan 22, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 27,027 | 669 | 0.21% | 0.23% | 173 | -385 | -1.4% | Q4 2025 | Jan 07, 2026 |
| ETF Store, Inc. | History | Added to | 26,265 | 650 | 0.66% | 0.64% | 174 | +2,142 | 8.88% | Q4 2025 | Jan 22, 2026 |
| Integrated Advisors Network LLC | History | Added to | 25,993 | 643 | 0.03% | 0.03% | 175 | +2,110 | 8.83% | Q4 2025 | Feb 17, 2026 |
| Tactive Advisors, LLC | History | Reduced | 25,550 | 632 | 0.19% | 0.19% | 176 | -1,058 | -3.98% | Q4 2025 | Jan 09, 2026 |
| Cerity Partners LLC | History | Added to | 25,127 | 622 | 0.0% | 0.0% | 177 | +10,822 | 75.65% | Q4 2025 | Feb 11, 2026 |
| Essex Financial Services, Inc. | History | No change | 24,900 | 616 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 24,338 | 602 | 0.19% | 0.2% | 179 | -25 | -0.1% | Q4 2025 | Feb 12, 2026 |
| ATX Financial Planning, LLC | History | New | 24,068 | 595 | 0.46% | — | 180 | +24,068 | New | Q4 2025 | Feb 19, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 22,847 | 565 | 0.02% | 0.01% | 181 | +3,741 | 19.58% | Q4 2025 | Jan 09, 2026 |
| SLT Holdings LLC | History | Reduced | 22,689 | 561 | 0.36% | 0.38% | 182 | -1,063 | -4.48% | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 22,606 | 559 | 0.0% | 0.0% | 183 | +22,006 | 3667.67% | Q4 2025 | Jan 27, 2026 |
| E&G Advisors, LP | History | Added to | 22,194 | 549 | 0.12% | 0.12% | 184 | +2,062 | 10.24% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 21,105 | 522 | 0.04% | — | 185 | +21,105 | New | Q4 2025 | Feb 03, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 21,030 | 520 | 0.05% | 0.05% | 186 | +2,518 | 13.6% | Q4 2025 | Feb 13, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 20,599 | 510 | 0.13% | 0.13% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | New | 19,489 | 482 | 0.02% | — | 188 | +19,489 | New | Q4 2025 | Feb 12, 2026 |
| IPG Investment Advisors LLC | History | No change | 19,300 | 477 | 0.08% | 0.09% | 189 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 18,311 | 453 | 0.0% | 0.0% | 190 | +11,916 | 186.33% | Q4 2025 | Feb 13, 2026 |
| CV Advisors LLC | History | No change | 18,278 | 452 | 0.12% | 0.13% | 191 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | Added to | 16,951 | 419 | 0.0% | 0.0% | 192 | +3,910 | 29.98% | Q4 2025 | Jan 26, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 16,894 | 418 | 0.16% | 0.13% | 193 | +2,782 | 19.71% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 16,447 | 407 | 0.0% | — | 194 | +16,447 | New | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 16,028 | 396 | 0.0% | 0.0% | 195 | -4,421 | -21.62% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | New | 15,558 | 385 | 0.07% | — | 196 | +15,558 | New | Q4 2025 | Feb 12, 2026 |
| Maridea Wealth Management LLC | History | Added to | 15,332 | 379 | 0.06% | 0.04% | 197 | +5,329 | 53.27% | Q4 2025 | Jan 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 15,110 | 374 | 0.01% | — | 198 | +15,110 | New | Q4 2025 | Feb 09, 2026 |
| Keebeck Wealth Management | History | Added to | 14,656 | 362 | 0.04% | 0.04% | 199 | +201 | 1.39% | Q4 2025 | Feb 17, 2026 |
| GK Wealth Management LLC | History | New | 13,750 | 340 | 0.23% | — | 201 | +13,750 | New | Q4 2025 | Jan 05, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 13,747 | 340 | 0.15% | 0.1% | 200 | +4,894 | 55.28% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,142 | 325 | 0.0% | 0.0% | 202 | +806 | 6.53% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,867 | 318 | 0.0% | 0.0% | 203 | +7,897 | 158.89% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 12,600 | 311 | 0.0% | — | 204 | +12,600 | New | Q4 2025 | Feb 17, 2026 |
| Ciovacco Capital Management LLC | History | No change | 12,362 | 306 | 0.15% | 0.16% | 205 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | New | 12,275 | 303 | 0.01% | — | 206 | +12,275 | New | Q4 2025 | Feb 13, 2026 |
| Revisor Wealth Management LLC | History | New | 11,976 | 301 | 0.08% | — | 207 | +11,976 | New | Q4 2025 | Jan 27, 2026 |
| Advisory Alpha, LLC | History | New | 12,017 | 297 | 0.01% | — | 209 | +12,017 | New | Q4 2025 | Feb 06, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 12,025 | 297 | 0.1% | 0.08% | 208 | +3,100 | 34.73% | Q4 2025 | Jan 28, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 12,005 | 297 | 0.13% | 0.11% | 210 | +2,921 | 32.16% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Planning LLC | History | No change | 11,986 | 296 | 0.09% | 0.09% | 211 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 10,743 | 265 | 0.01% | — | 212 | +10,743 | New | Q4 2025 | Feb 17, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 10,600 | 262 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 10,562 | 261 | 0.0% | — | 214 | +10,562 | New | Q4 2025 | Feb 18, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 10,577 | 261 | 0.09% | 0.13% | 215 | -4,223 | -28.53% | Q4 2025 | Jan 15, 2026 |
| RHL GROUP, LLC | History | New | 10,336 | 255 | 0.21% | — | 216 | +10,336 | New | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 21,042 | 252 | 0.01% | 0.01% | 217 | +3,894 | 22.71% | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | New | 9,970 | 246 | 0.0% | — | 218 | +9,970 | New | Q4 2025 | Feb 03, 2026 |
| Horrell Capital Management, Inc. | History | No change | 9,896 | 245 | 0.11% | 0.1% | 219 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Capital Partners, LLC | History | New | 9,797 | 242 | 0.11% | — | 222 | +9,797 | New | Q4 2025 | Jan 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 9,785 | 242 | 0.04% | — | 220 | +9,785 | New | Q4 2025 | Feb 10, 2026 |
| ORG Partners LLC | History | No change | 9,805 | 242 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 9,580 | 237 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quartz Partners, LLC | History | New | 9,506 | 235 | 0.09% | — | 224 | +9,506 | New | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | New | 9,361 | 231 | 0.0% | — | 225 | +9,361 | New | Q4 2025 | Jan 16, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 9,240 | 228 | 0.08% | 0.08% | 226 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 9,132 | 226 | 0.06% | 0.06% | 227 | +463 | 5.34% | Q4 2025 | Jan 26, 2026 |
| Csenge Advisory Group | History | New | 9,083 | 224 | 0.01% | — | 228 | +9,083 | New | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 8,869 | 219 | 0.0% | — | 229 | +8,869 | New | Q4 2025 | Feb 12, 2026 |
| Clark Wealth Partners | History | No change | 8,744 | 216 | 0.13% | 0.13% | 230 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 8,664 | 214 | 0.0% | 0.0% | 231 | +400 | 4.84% | Q4 2025 | Jan 21, 2026 |
| Petros Family Wealth, LLC | History | New | 8,636 | 213 | 0.14% | — | 233 | +8,636 | New | Q4 2025 | Jan 14, 2026 |
| Kovack Advisors, Inc. | History | New | 8,619 | 213 | 0.01% | — | 232 | +8,619 | New | Q4 2025 | Feb 17, 2026 |
| JMAC ENTERPRISES LLC | History | New | 8,567 | 212 | 0.04% | — | 234 | +8,567 | New | Q4 2025 | Jan 21, 2026 |
| CMG Global Holdings, LLC | History | New | 8,660 | 211 | 0.09% | — | 235 | +8,660 | New | Q4 2025 | Feb 05, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 8,521 | 210 | 0.05% | 0.05% | 236 | -447 | -4.98% | Q4 2025 | Feb 05, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | New | 8,443 | 209 | 0.01% | — | 237 | +8,443 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Select Advisors, LLC | History | New | 8,315 | 205 | 0.14% | — | 239 | +8,315 | New | Q4 2025 | Feb 10, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 8,300 | 205 | 0.04% | 0.04% | 238 | +226 | 2.8% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | Added to | 7,648 | 189 | 0.01% | 0.0% | 240 | +2,964 | 63.28% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 7,214 | 178 | 0.0% | 0.0% | 241 | +3,000 | 71.19% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | Added to | 7,090 | 175 | 0.01% | 0.01% | 242 | +500 | 7.59% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | New | 6,368 | 157 | 0.0% | — | 243 | +6,368 | New | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 6,200 | 153 | 0.0% | 0.0% | 244 | -1,000 | -13.89% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,921 | 146 | 0.0% | 0.0% | 245 | +11 | 0.19% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,864 | 145 | 0.01% | 0.01% | 246 | +1,992 | 51.45% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 5,088 | 125 | 0.03% | — | 247 | +5,088 | New | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 3,515 | 87 | 0.0% | 0.0% | 248 | +636 | 22.09% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,423 | 84 | 0.01% | 0.0% | 249 | +2,598 | 314.91% | Q4 2025 | Feb 20, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 3,033 | 75 | 0.02% | 0.08% | 250 | -5,667 | -65.14% | Q4 2025 | Feb 05, 2026 |
| BlackRock, Inc. | History | No change | 2,850 | 70 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,795 | 69 | 0.0% | 0.0% | 252 | +25 | 0.9% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,500 | 61 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 2,202 | 54 | 0.01% | 0.02% | 254 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,160 | 53 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,929 | 47 | 0.0% | 0.0% | 256 | -14 | -0.72% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | Added to | 1,796 | 44 | 0.0% | 0.0% | 257 | +1,291 | 255.64% | Q4 2025 | Jan 16, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 1,400 | 34 | 0.01% | 0.01% | 258 | +300 | 27.27% | Q4 2025 | Feb 11, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 1,050 | 25 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 995 | 24 | 0.0% | 0.0% | 260 | -3,234 | -76.47% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,000 | 24 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| West Financial Advisors, LLC | History | No change | 880 | 21 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MTM Investment Management, LLC | History | No change | 734 | 18 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 669 | 16 | 0.01% | — | 264 | +669 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 595 | 14 | 0.0% | — | 265 | +595 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 550 | 14 | 0.0% | — | 266 | +550 | New | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 561 | 13 | 0.0% | 0.0% | 267 | +49 | 9.57% | Q4 2025 | Jan 20, 2026 |
| Crewe Advisors LLC | History | New | 500 | 12 | 0.0% | — | 268 | +500 | New | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Added to | 478 | 11 | 0.0% | — | 269 | +475 | 15833.33% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 465 | 11 | 0.0% | 0.0% | 270 | +292 | 168.79% | Q4 2025 | Jan 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 410 | 10 | 0.0% | — | 271 | +410 | New | Q4 2025 | Jan 20, 2026 |
| SHP Wealth Management | History | New | 410 | 10 | 0.0% | — | 272 | +410 | New | Q4 2025 | Mar 04, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 400 | 9 | 0.0% | 0.01% | 273 | -950 | -70.37% | Q4 2025 | Jan 20, 2026 |
| Hilltop National Bank | History | New | 400 | 9 | 0.0% | — | 275 | +400 | New | Q4 2025 | Jan 07, 2026 |
| Global Wealth Strategies & Associates | History | New | 399 | 9 | 0.0% | — | 274 | +399 | New | Q4 2025 | Jan 02, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 318 | 8 | 0.01% | — | 276 | +318 | New | Q4 2025 | Feb 13, 2026 |
| Pacifica Partners Inc. | History | No change | 300 | 7 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 275 | 6 | 0.0% | 0.0% | 279 | +125 | 83.33% | Q4 2025 | Jan 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 246 | 6 | 0.0% | 0.0% | 278 | +120 | 95.24% | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | New | 200 | 4 | 0.0% | — | 283 | +200 | New | Q4 2025 | Feb 17, 2026 |
| Silicon Valley Capital Partners | History | Added to | 170 | 4 | 0.0% | 0.0% | 282 | +70 | 70.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NBT BANK N A /NY | History | No change | 25 | 4 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | New | 152 | 3 | 0.0% | — | 284 | +152 | New | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | New | 100 | 2 | 0.0% | — | 285 | +100 | New | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | No change | 100 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 52 | 1 | 0.0% | — | 287 | +52 | New | Q4 2025 | Jan 23, 2026 |
| Financial Management Professionals, Inc. | History | New | 49 | 1 | 0.0% | — | 288 | +49 | New | Q4 2025 | Jan 27, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Closed out | 0 | 0 | — | 0.22% | — | -105,253 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.09% | — | -72,466 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -57,780 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,453 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -23,851 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.44% | — | -21,444 | -100.0% | Q3 2025 | Nov 05, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,543 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.03% | — | -16,827 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,128 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,349 | -100.0% | Q3 2025 | Oct 29, 2025 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,781 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHILTON INVESTMENT CO INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,157 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,043 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,200 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,500 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Western Pacific Wealth Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Oct 07, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Nalls Sherbakoff Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -350 | -100.0% | Q3 2025 | Mar 12, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Prudent Man Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Team Financial Group, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Jan 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 13 | 0 | — | — | — | +12 | 1200.0% | Q4 2025 | Jan 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |