Goldman Sachs ETF Trust - GSIE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 22,119,644 | 949,817 | 0.17% | 0.17% | 1 | +747,167 | 3.5% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 5,780,977 | 248,235 | 0.07% | 0.07% | 2 | -189,037 | -3.17% | Q4 2025 | Feb 11, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 5,429,627 | 233,148 | 1.88% | 1.88% | 3 | -168,447 | -3.01% | Q4 2025 | Jan 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,684,547 | 201,154 | 0.01% | 0.01% | 4 | +382,520 | 8.89% | Q4 2025 | Feb 17, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 4,478,415 | 192,302 | 5.73% | 5.58% | 5 | +76,820 | 1.75% | Q4 2025 | Jan 16, 2026 |
| MORGAN STANLEY | History | Added to | 3,313,212 | 142,269 | 0.01% | 0.01% | 6 | +19,726 | 0.6% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 3,095,283 | 132,911 | 0.25% | 0.26% | 7 | -157,962 | -4.86% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,736,987 | 117,526 | 0.03% | 0.04% | 8 | -373,081 | -12.0% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,590,791 | 111,248 | 0.72% | 0.75% | 9 | -90,551 | -3.38% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,941,802 | 83,380 | 0.11% | 0.1% | 10 | +25,202 | 1.31% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,737,052 | 74,589 | 0.01% | 0.01% | 11 | -206,206 | -10.61% | Q4 2025 | Mar 25, 2026 |
| Cerity Partners LLC | History | Added to | 1,366,320 | 58,669 | 0.09% | 0.09% | 12 | +1,969 | 0.14% | Q4 2025 | Feb 11, 2026 |
| Annex Advisory Services, LLC | History | Added to | 1,365,028 | 58,614 | 1.12% | 0.15% | 13 | +1,193,163 | 694.24% | Q4 2025 | Jan 26, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,331,851 | 57,189 | 5.9% | 5.66% | 14 | +8,587 | 0.65% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,286,568 | 55,245 | 0.11% | 0.11% | 15 | +2,311 | 0.18% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,284,447 | 55,154 | 1.9% | 1.84% | 16 | +47,159 | 3.81% | Q4 2025 | Jan 14, 2026 |
| Brio Consultants, LLC | History | Added to | 1,022,545 | 43,908 | 5.71% | 5.54% | 17 | +42,332 | 4.32% | Q4 2025 | Feb 04, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 1,009,773 | 43,359 | 1.63% | 1.55% | 18 | -12,949 | -1.27% | Q4 2025 | Feb 04, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 1,008,073 | 43,354 | 5.47% | 5.27% | 19 | -7,779 | -0.77% | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 993,660 | 42,667 | 0.42% | 0.42% | 20 | -8,162 | -0.81% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 972,476 | 41,758 | 0.01% | 0.01% | 21 | -17,315 | -1.75% | Q4 2025 | Jan 29, 2026 |
| High Probability Advisors, LLC | History | Added to | 970,100 | 41,656 | 5.56% | 5.39% | 22 | +13,439 | 1.4% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 969,218 | 41,617 | 0.01% | — | 23 | +969,218 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 960,951 | 41,263 | 0.06% | 0.06% | 24 | -13,106 | -1.35% | Q4 2025 | Mar 09, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 903,394 | 41,095 | 1.9% | 1.91% | 25 | -24,450 | -2.64% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 948,988 | 40,749 | 0.01% | 0.01% | 26 | +38,122 | 4.19% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 945,892 | 40,616 | 0.63% | 0.68% | 27 | -63,954 | -6.33% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 733,447 | 31,494 | 0.02% | 0.02% | 28 | +15,411 | 2.15% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 717,165 | 30,795 | 0.01% | 0.01% | 29 | -14,556 | -1.99% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 714,410 | 30,676 | 19.78% | 19.54% | 30 | -6,913 | -0.96% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 712,975 | 30,615 | 0.17% | 0.09% | 31 | +277,327 | 63.66% | Q4 2025 | Jan 29, 2026 |
| GFG Capital, LLC | History | Reduced | 708,781 | 30,435 | 10.84% | 10.12% | 32 | -3,633 | -0.51% | Q4 2025 | Jan 15, 2026 |
| STRAIGHTLINE GROUP LLC | History | Reduced | 682,684 | 30,249 | 16.54% | 16.29% | 33 | -13 | -0.0% | Q4 2025 | Feb 09, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 703,394 | 30,203 | 2.85% | 2.68% | 34 | +43,419 | 6.58% | Q4 2025 | Jan 20, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 649,776 | 27,901 | 3.2% | 3.09% | 35 | +12,207 | 1.91% | Q4 2025 | Jan 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 608,263 | 26,242 | 0.05% | 0.05% | 36 | +33,385 | 5.81% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 610,791 | 26,227 | 0.03% | 0.03% | 37 | -7,216 | -1.17% | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 600,503 | 25,785 | 2.99% | 3.01% | 38 | -9,788 | -1.6% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | New | 578,310 | 24,832 | 0.55% | — | 39 | +578,310 | New | Q4 2025 | Feb 05, 2026 |
| Hixon Zuercher, LLC | History | Reduced | 565,608 | 24,287 | 7.36% | 7.11% | 40 | -2,314 | -0.41% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 543,358 | 23,331 | 0.01% | 0.01% | 41 | +5,304 | 0.99% | Q4 2025 | Feb 17, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 505,853 | 21,721 | 9.34% | 8.8% | 42 | +28,545 | 5.98% | Q4 2025 | Jan 28, 2026 |
| Ledyard National Bank | History | Added to | 498,040 | 21,385 | 1.84% | 1.83% | 43 | +331 | 0.07% | Q4 2025 | Jan 21, 2026 |
| Lebenthal Global Advisors, LLC | History | New | 482,960 | 20,738 | 3.2% | — | 44 | +482,960 | New | Q4 2025 | Jan 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 480,415 | 20,629 | 0.07% | 0.07% | 45 | +43,473 | 9.95% | Q4 2025 | Feb 06, 2026 |
| Paul R. Ried Financial Group, LLC | History | Added to | 478,183 | 20,533 | 9.7% | 9.87% | 46 | +3,583 | 0.75% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 475,103 | 20,400 | 0.71% | 0.71% | 47 | +1,615 | 0.34% | Q4 2025 | Jan 13, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 468,352 | 20,111 | 2.87% | 5.69% | 48 | -465,982 | -49.87% | Q4 2025 | Jan 26, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 441,848 | 18,973 | 1.25% | 1.22% | 49 | +1,101 | 0.25% | Q4 2025 | Jan 09, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 429,780 | 18,454 | 1.7% | 1.22% | 50 | +116,303 | 37.1% | Q4 2025 | Jan 23, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 422,232 | 18,130 | 2.18% | 2.11% | 51 | +5,858 | 1.41% | Q4 2025 | Jan 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 387,081 | 16,621 | 0.43% | 0.48% | 52 | +1,869 | 0.49% | Q4 2025 | Feb 02, 2026 |
| White Pine Investment CO | History | Reduced | 373,145 | 16,023 | 3.78% | 3.66% | 53 | -1,691 | -0.45% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 363,417 | 15,605 | 0.02% | 0.02% | 54 | +20,693 | 6.04% | Q4 2025 | Feb 06, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 341,670 | 15,235 | 1.88% | 2.49% | 55 | -61,719 | -15.3% | Q4 2025 | Feb 23, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 340,132 | 14,605 | 7.78% | 8.05% | 56 | -617 | -0.18% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 334,048 | 14,344 | 0.04% | 0.04% | 57 | +8,104 | 2.49% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 326,450 | 14,285 | 0.02% | 0.02% | 58 | +15,580 | 5.01% | Q4 2025 | Jan 08, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 297,648 | 12,781 | 2.26% | 2.39% | 59 | +2,388 | 0.81% | Q4 2025 | Mar 05, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 293,492 | 12,602 | 7.03% | — | 60 | +293,492 | New | Q4 2025 | Feb 17, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 292,893 | 12,576 | 2.3% | 2.28% | 61 | -2,475 | -0.84% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 287,380 | 12,340 | 0.02% | 0.02% | 62 | +22,948 | 8.68% | Q4 2025 | Mar 16, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 269,020 | 11,608 | 0.15% | 0.13% | 63 | +26,726 | 11.03% | Q4 2025 | Feb 03, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 269,621 | 11,577 | 0.66% | 0.66% | 64 | -3,447 | -1.26% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 266,575 | 11,447 | 0.03% | 0.02% | 65 | +102,076 | 62.05% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 266,514 | 11,444 | 0.43% | 0.42% | 66 | -1,633 | -0.61% | Q4 2025 | Feb 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 265,657 | 11,407 | 0.73% | 0.76% | 67 | -8,935 | -3.25% | Q4 2025 | Jan 20, 2026 |
| Keebeck Wealth Management | History | Reduced | 240,094 | 10,309 | 1.19% | 1.27% | 68 | -21,003 | -8.04% | Q4 2025 | Feb 17, 2026 |
| FCA CORP /TX | History | Reduced | 237,908 | 10,215 | 2.88% | 2.75% | 69 | -3,371 | -1.4% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 228,348 | 9,805 | 0.36% | 0.37% | 70 | +977 | 0.43% | Q4 2025 | Feb 06, 2026 |
| Vawter Financial, Ltd. | History | Added to | 217,928 | 9,357 | 3.95% | 3.31% | 71 | +40,485 | 22.82% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 214,627 | 9,216 | 0.18% | 0.18% | 72 | -207 | -0.1% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 213,756 | 9,184 | 0.01% | 0.01% | 73 | -15,591 | -6.8% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 211,157 | 9,067 | 0.05% | — | 74 | +211,157 | New | Q4 2025 | Feb 17, 2026 |
| Bridgewealth Advisory Group, LLC | History | New | 196,214 | 8,425 | 1.86% | — | 75 | +196,214 | New | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 187,836 | 8,065 | 0.01% | 0.01% | 76 | +42,613 | 29.34% | Q4 2025 | Feb 18, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 176,632 | 7,584 | 1.58% | 1.53% | 77 | +4,440 | 2.58% | Q4 2025 | Jan 22, 2026 |
| Blue Water Asset Management | History | New | 173,445 | 7,447 | 2.68% | — | 78 | +173,445 | New | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 163,272 | 7,010 | 0.01% | 0.01% | 79 | -2,988 | -1.8% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 151,836 | 6,519 | 0.08% | 0.1% | 80 | -119,950 | -44.13% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | New | 151,311 | 6,497 | 0.62% | — | 81 | +151,311 | New | Q4 2025 | Feb 17, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 147,213 | 6,321 | 1.6% | 1.83% | 82 | -19,627 | -11.76% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 144,626 | 6,210 | 0.02% | 0.02% | 83 | -3,020 | -2.05% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 137,672 | 5,911 | 0.01% | 0.02% | 84 | -19,795 | -12.57% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 137,019 | 5,883 | 0.13% | 0.14% | 85 | +2,675 | 1.99% | Q4 2025 | Feb 06, 2026 |
| CFO4Life Group, LLC | History | Reduced | 136,991 | 5,882 | 0.84% | 0.86% | 86 | -6,483 | -4.52% | Q4 2025 | Feb 06, 2026 |
| IFC Advisors LLC | History | No change | 134,265 | 5,765 | 0.84% | 1.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 128,509 | 5,518 | 0.47% | 0.45% | 88 | +3,226 | 2.57% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 125,829 | 5,403 | 0.0% | 0.0% | 89 | +31,226 | 33.01% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | Added to | 122,254 | 5,249 | 0.43% | 0.4% | 90 | +5,515 | 4.72% | Q4 2025 | Feb 26, 2026 |
| GeoWealth Management, LLC | History | Added to | 121,334 | 5,210 | 0.19% | 0.17% | 91 | +10,188 | 9.17% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 94,667 | 4,064 | 0.01% | 0.02% | 92 | -10,012 | -9.56% | Q4 2025 | Feb 18, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 93,612 | 4,019 | 0.31% | 0.29% | 93 | +3,817 | 4.25% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 93,421 | 4,011 | 0.24% | 0.26% | 94 | -5,300 | -5.37% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 91,989 | 3,949 | 0.03% | 0.03% | 95 | -2,925 | -3.08% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 89,328 | 3,835 | 0.13% | 0.13% | 96 | -3,353 | -3.62% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 88,135 | 3,784 | 0.74% | 0.69% | 97 | +9,093 | 11.5% | Q4 2025 | Feb 04, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 83,837 | 3,599 | 0.12% | 0.12% | 98 | -2,915 | -3.36% | Q4 2025 | Feb 03, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 82,334 | 3,535 | 3.02% | 2.98% | 99 | +1,356 | 1.67% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Reduced | 81,929 | 3,518 | 0.02% | 0.02% | 100 | -1,365 | -1.64% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 81,344 | 3,492 | 0.02% | 0.03% | 101 | -5,086 | -5.88% | Q4 2025 | Feb 17, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 79,493 | 3,413 | 1.26% | 1.27% | 102 | -506 | -0.63% | Q4 2025 | Jan 13, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 79,457 | 3,411 | 0.78% | 0.7% | 103 | -1,554 | -1.92% | Q4 2025 | Feb 02, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 78,162 | 3,356 | 1.06% | 1.15% | 104 | -712 | -0.9% | Q4 2025 | Jan 08, 2026 |
| Selby Wealth Management, LLC | History | New | 77,635 | 3,333 | 1.34% | — | 105 | +77,635 | New | Q4 2025 | Feb 13, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 74,755 | 3,209 | 1.31% | 1.26% | 106 | +1,643 | 2.25% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Reduced | 67,701 | 2,907 | 0.02% | 0.02% | 107 | -22,965 | -25.33% | Q4 2025 | Feb 17, 2026 |
| Ducere Wealth Management LLC | History | New | 67,016 | 2,877 | 1.13% | — | 108 | +67,016 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 65,869 | 2,828 | 0.01% | 0.01% | 109 | +3,435 | 5.5% | Q4 2025 | Jan 29, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 64,744 | 2,780 | 0.23% | 0.23% | 110 | -1,523 | -2.3% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 63,867 | 2,742 | 0.0% | 0.0% | 111 | -15,096 | -19.12% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 61,318 | 2,633 | 0.3% | 0.28% | 112 | +72 | 0.12% | Q4 2025 | Jan 21, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 60,866 | 2,613 | 0.03% | 0.03% | 113 | -1,563 | -2.5% | Q4 2025 | Feb 05, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 60,340 | 2,591 | 0.14% | 0.15% | 114 | -7,237 | -10.71% | Q4 2025 | Jan 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 53,765 | 2,308 | 0.08% | 0.08% | 115 | +63 | 0.12% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 53,369 | 2,291 | 0.0% | 0.0% | 116 | +9,956 | 22.93% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 53,370 | 2,291 | 0.15% | 0.16% | 117 | -676 | -1.25% | Q4 2025 | Jan 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 51,130 | 2,206 | 0.08% | 0.13% | 118 | -284 | -0.55% | Q4 2025 | Feb 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 49,862 | 2,141 | 0.2% | 0.19% | 119 | +1 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prostatis Group LLC | History | Added to | 48,993 | 2,103 | 0.5% | 0.48% | 120 | +2,329 | 4.99% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 46,601 | 2,001 | 0.03% | 0.01% | 121 | +35,586 | 323.07% | Q4 2025 | Mar 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 46,389 | 1,991 | 0.01% | — | 122 | +46,389 | New | Q4 2025 | Feb 18, 2026 |
| Emerald Advisors, LLC | History | Reduced | 39,336 | 1,689 | 0.23% | 0.23% | 123 | -3,414 | -7.99% | Q4 2025 | Jan 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 37,274 | 1,600 | 0.08% | 0.08% | 124 | +10,168 | 37.51% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 37,070 | 1,591 | 0.02% | 0.02% | 125 | +9,964 | 36.76% | Q4 2025 | Feb 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 36,486 | 1,566 | 0.09% | 0.12% | 126 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 35,138 | 1,508 | 0.0% | 0.0% | 127 | +11,180 | 46.66% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 34,935 | 1,500 | 0.02% | — | 129 | +34,935 | New | Q4 2025 | Feb 17, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 34,937 | 1,500 | 0.18% | 0.16% | 128 | +2,698 | 8.37% | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 34,910 | 1,499 | 0.04% | 0.03% | 130 | +3,106 | 9.77% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 34,903 | 1,498 | 0.0% | 0.0% | 131 | -6,843 | -16.39% | Q4 2025 | Feb 17, 2026 |
| Maia Wealth LLC | History | Reduced | 31,847 | 1,463 | 0.25% | 0.25% | 132 | -4,427 | -12.2% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 33,970 | 1,458 | 0.03% | — | 133 | +33,970 | New | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 33,756 | 1,449 | 0.05% | 0.07% | 134 | -23,340 | -40.88% | Q4 2025 | Jan 09, 2026 |
| Inscription Capital, LLC | History | No change | 33,739 | 1,448 | 0.15% | 0.15% | 135 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NWF Advisory Services Inc. | History | Added to | 33,319 | 1,430 | 0.16% | 0.15% | 136 | +651 | 1.99% | Q4 2025 | Mar 03, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 32,199 | 1,382 | 1.16% | — | 137 | +32,199 | New | Q4 2025 | Jan 23, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 31,310 | 1,344 | 2.41% | 2.85% | 138 | -2,770 | -8.13% | Q4 2025 | Jan 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 30,535 | 1,311 | 0.05% | 0.05% | 139 | -145 | -0.47% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 30,489 | 1,309 | 0.02% | 0.01% | 140 | -693 | -2.22% | Q4 2025 | Feb 11, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 30,466 | 1,308 | 0.78% | 0.77% | 141 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Glenview Trust Co | History | Reduced | 30,253 | 1,299 | 0.02% | 0.02% | 142 | -1,442 | -4.55% | Q4 2025 | Feb 09, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 29,744 | 1,277 | 0.24% | 0.25% | 143 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 29,220 | 1,254 | 0.26% | 0.26% | 144 | -9 | -0.03% | Q4 2025 | Jan 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 28,836 | 1,238 | 0.02% | 0.02% | 145 | +572 | 2.02% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,902 | 1,198 | 0.0% | 0.0% | 146 | +4,636 | 19.93% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 27,548 | 1,182 | 0.0% | 0.0% | 147 | -29,072 | -51.35% | Q4 2025 | Feb 13, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 26,773 | 1,149 | 0.28% | 0.27% | 148 | -113 | -0.42% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | No change | 26,401 | 1,133 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 26,335 | 1,130 | 0.09% | 0.1% | 150 | -2,051 | -7.23% | Q4 2025 | Feb 17, 2026 |
| Lunt Capital Management, Inc. | History | No change | 25,198 | 1,082 | 0.41% | 0.4% | 151 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 24,677 | 1,059 | 0.25% | 0.11% | 152 | +12,728 | 106.52% | Q4 2025 | Feb 17, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 23,388 | 1,004 | 0.41% | 0.41% | 153 | +1 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 23,290 | 1,000 | 0.09% | 0.14% | 154 | -14,220 | -37.91% | Q4 2025 | Jan 26, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 23,228 | 997 | 0.03% | 0.04% | 155 | -64 | -0.27% | Q4 2025 | Jan 14, 2026 |
| Edge Financial Advisors LLC | History | Added to | 21,338 | 915 | 0.39% | 0.39% | 156 | +31 | 0.15% | Q4 2025 | Jan 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 21,275 | 913 | 0.0% | 0.0% | 157 | +507 | 2.44% | Q4 2025 | Feb 02, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 19,798 | 882 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 20,101 | 863 | 0.02% | 0.02% | 159 | -1,829 | -8.34% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 19,860 | 852 | 0.03% | 0.03% | 160 | -1,090 | -5.2% | Q4 2025 | Jan 21, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 19,787 | 849 | 0.05% | 0.04% | 161 | -588 | -2.89% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 19,362 | 831 | 0.04% | 0.04% | 162 | -1,076 | -5.26% | Q4 2025 | Jan 26, 2026 |
| Quantum Financial Planning Services, Inc. | History | New | 18,810 | 807 | 0.29% | — | 163 | +18,810 | New | Q4 2025 | Jan 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 18,415 | 790 | 0.06% | 0.07% | 164 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 18,151 | 779 | 0.01% | 0.01% | 165 | +2,002 | 12.4% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 17,631 | 757 | 0.08% | 0.09% | 166 | +35 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 16,508 | 708 | 0.06% | 0.06% | 167 | -1,324 | -7.42% | Q4 2025 | Jan 12, 2026 |
| EVOKE WEALTH, LLC | History | No change | 15,938 | 684 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 15,712 | 674 | 0.26% | 0.27% | 169 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,519 | 666 | 0.01% | 0.01% | 170 | +2,824 | 22.24% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 15,459 | 663 | 0.04% | 0.04% | 171 | +252 | 1.66% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,240 | 654 | 0.0% | 0.0% | 172 | +1,705 | 12.6% | Q4 2025 | Feb 11, 2026 |
| Stokes Family Office, LLC | History | Reduced | 15,038 | 645 | 0.06% | 0.08% | 173 | -4,936 | -24.71% | Q4 2025 | Feb 18, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 14,815 | 636 | 0.0% | 0.0% | 174 | -258 | -1.71% | Q4 2025 | Jan 30, 2026 |
| MGO ONE SEVEN LLC | History | New | 14,682 | 630 | 0.01% | — | 175 | +14,682 | New | Q4 2025 | Feb 03, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 14,568 | 625 | 0.35% | 0.35% | 176 | -79 | -0.54% | Q4 2025 | Feb 10, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 14,192 | 609 | 0.04% | 0.05% | 177 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 14,122 | 606 | 0.0% | 0.0% | 178 | -557 | -3.79% | Q4 2025 | Feb 12, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 13,709 | 588 | 0.28% | 0.32% | 179 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 12,671 | 544 | 0.04% | 0.04% | 180 | -283 | -2.18% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | Added to | 12,201 | 523 | 0.04% | 0.04% | 181 | +1,273 | 11.65% | Q4 2025 | Feb 04, 2026 |
| ASSETMARK, INC | History | Added to | 11,408 | 489 | 0.0% | 0.0% | 182 | +3,990 | 53.79% | Q4 2025 | Jan 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 11,190 | 488 | 0.0% | 0.0% | 183 | +3,381 | 43.3% | Q4 2025 | Jan 15, 2026 |
| 46 Peaks LLC | History | New | 11,339 | 486 | 0.36% | — | 184 | +11,339 | New | Q4 2025 | Feb 26, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 11,203 | 481 | 0.4% | 0.57% | 185 | -5,693 | -33.69% | Q4 2025 | Feb 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 11,115 | 477 | 0.14% | 0.17% | 186 | -1,983 | -15.14% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 11,032 | 473 | 0.0% | 0.0% | 187 | +56 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 10,980 | 471 | 0.29% | 0.34% | 188 | -3,050 | -21.74% | Q4 2025 | Jan 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,769 | 462 | 0.02% | 0.02% | 190 | -1,174 | -9.83% | Q4 2025 | Feb 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 10,779 | 462 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,756 | 461 | 0.0% | 0.0% | 191 | +4,171 | 63.34% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Reduced | 9,789 | 420 | 0.0% | 0.0% | 192 | -2,903 | -22.87% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 9,533 | 409 | 0.07% | 0.07% | 193 | +288 | 3.12% | Q4 2025 | Feb 17, 2026 |
| SFE Investment Counsel | History | Added to | 9,443 | 405 | 0.06% | 0.05% | 194 | +1,539 | 19.47% | Q4 2025 | Feb 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 9,243 | 396 | 0.02% | 0.03% | 195 | -235 | -2.48% | Q4 2025 | Feb 11, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 8,975 | 385 | 0.35% | 0.37% | 196 | -755 | -7.76% | Q4 2025 | Jan 23, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 8,953 | 384 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Legacy Advisors, LLC | History | Reduced | 8,869 | 382 | 0.04% | 0.05% | 198 | -416 | -4.48% | Q4 2025 | Jan 27, 2026 |
| Round Rock Advisors LLC | History | Reduced | 8,888 | 381 | 0.06% | 0.06% | 199 | -50 | -0.56% | Q4 2025 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,868 | 380 | 0.0% | 0.0% | 200 | +515 | 6.17% | Q4 2025 | Feb 13, 2026 |
| Segment Wealth Management, LLC | History | New | 8,820 | 378 | 0.02% | — | 201 | +8,820 | New | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 8,767 | 376 | 0.0% | 0.0% | 202 | +1,896 | 27.59% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | No change | 9,162 | 376 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| True Link Financial Advisors, LLC | History | New | 8,716 | 374 | 0.02% | — | 204 | +8,716 | New | Q4 2025 | Jan 29, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 8,596 | 369 | 0.0% | 0.01% | 205 | -20 | -0.23% | Q4 2025 | Feb 03, 2026 |
| Alteri Wealth LLC | History | Added to | 8,473 | 363 | 0.12% | 0.12% | 206 | +5 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 8,117 | 353 | 0.08% | 0.09% | 207 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,047 | 345 | 0.02% | 0.02% | 208 | -49 | -0.61% | Q4 2025 | Feb 12, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 8,026 | 344 | 0.06% | 0.06% | 209 | +3 | 0.04% | Q4 2025 | Jan 16, 2026 |
| BFI Wealth Solutions, LLC | History | New | 8,000 | 343 | 0.33% | — | 210 | +8,000 | New | Q4 2025 | Feb 19, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 7,916 | 339 | 0.23% | 0.22% | 211 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 7,774 | 333 | 0.02% | — | 212 | +7,774 | New | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 7,620 | 327 | 0.01% | — | 213 | +7,620 | New | Q4 2025 | Feb 09, 2026 |
| Cambridge Advisors Inc. | History | No change | 7,600 | 326 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 7,562 | 324 | 0.0% | — | 215 | +7,562 | New | Q4 2025 | Feb 13, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 7,563 | 324 | 0.12% | 0.11% | 216 | +300 | 4.13% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,394 | 317 | 0.0% | 0.0% | 217 | +651 | 9.65% | Q4 2025 | Jan 26, 2026 |
| EdgeRock Capital LLC | History | No change | 6,946 | 298 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,839 | 293 | 0.0% | 0.0% | 219 | +1,307 | 23.63% | Q4 2025 | Feb 09, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 6,787 | 291 | 0.1% | 0.1% | 220 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 6,758 | 290 | 0.06% | 0.06% | 221 | +32 | 0.48% | Q4 2025 | Jan 30, 2026 |
| VANGUARD GROUP INC | History | Added to | 6,734 | 289 | 0.0% | 0.0% | 222 | +91 | 1.37% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 6,666 | 286 | 0.0% | — | 223 | +6,666 | New | Q4 2025 | Feb 18, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 6,580 | 282 | 0.08% | 0.08% | 224 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,505 | 279 | 0.03% | — | 225 | +6,505 | New | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,459 | 277 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,424 | 275 | 0.02% | 0.02% | 227 | -890 | -12.17% | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | No change | 6,355 | 272 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 6,189 | 265 | 0.03% | 0.04% | 229 | -1,177 | -15.98% | Q4 2025 | Jan 26, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 6,112 | 262 | 0.02% | 0.02% | 230 | +553 | 9.95% | Q4 2025 | Feb 13, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 6,059 | 260 | 0.07% | 0.07% | 231 | -13 | -0.21% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,003 | 257 | 0.0% | 0.0% | 232 | -770 | -11.37% | Q4 2025 | Jan 30, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 5,950 | 255 | 0.02% | 0.02% | 233 | -44 | -0.73% | Q4 2025 | Jan 09, 2026 |
| SYM FINANCIAL Corp | History | Added to | 5,862 | 251 | 0.03% | 0.02% | 234 | +812 | 16.08% | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 5,823 | 250 | 0.11% | 0.12% | 235 | -3 | -0.05% | Q4 2025 | Jan 23, 2026 |
| GTS SECURITIES LLC | History | Reduced | 5,731 | 246 | 0.01% | 0.01% | 236 | -2,345 | -29.04% | Q4 2025 | Feb 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 5,582 | 239 | 0.01% | 0.03% | 237 | -5,721 | -50.61% | Q4 2025 | Jan 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 5,490 | 235 | 0.07% | — | 238 | +5,490 | New | Q4 2025 | Jan 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 5,373 | 230 | 0.0% | 0.0% | 239 | +2 | 0.04% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,247 | 225 | 0.03% | — | 240 | +5,247 | New | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | New | 5,167 | 225 | 0.01% | — | 241 | +5,167 | New | Q4 2025 | Jan 08, 2026 |
| Global Assets Advisory, LLC | History | No change | 5,247 | 225 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,208 | 223 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,992 | 214 | 0.0% | 0.0% | 244 | +22 | 0.44% | Q4 2025 | Feb 09, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 4,971 | 213 | 0.11% | 0.11% | 245 | +14 | 0.28% | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | New | 4,664 | 200 | 0.01% | — | 246 | +4,664 | New | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | No change | 4,576 | 196 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,351 | 186 | 0.0% | 0.0% | 248 | -624 | -12.54% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,785 | 162 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 3,705 | 159 | 0.01% | — | 250 | +3,705 | New | Q4 2025 | Feb 02, 2026 |
| ORG Wealth Partners, LLC | History | No change | 3,617 | 155 | 0.04% | 0.03% | 251 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 3,232 | 138 | 0.0% | — | 252 | +3,232 | New | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,168 | 136 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 2,939 | 128 | 0.01% | 0.01% | 254 | -198 | -6.31% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | No change | 2,803 | 120 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| United Community Bank | History | No change | 2,645 | 113 | 0.04% | 0.03% | 256 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EPG Wealth Management LLC | History | New | 2,579 | 110 | 0.03% | — | 257 | +2,579 | New | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,467 | 105 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,414 | 103 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| MAI Capital Management | History | No change | 2,200 | 94 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | No change | 2,143 | 92 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,813 | 77 | 0.0% | — | 262 | +1,813 | New | Q4 2025 | Feb 17, 2026 |
| CNB Bank | History | No change | 1,623 | 69 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,520 | 65 | 0.0% | 0.0% | 264 | +1,473 | 3134.04% | Q4 2025 | Feb 17, 2026 |
| Family CFO Inc | History | New | 1,491 | 64 | 0.03% | — | 265 | +1,491 | New | Q4 2025 | Jan 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,417 | 60 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,409 | 60 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,322 | 56 | 0.0% | 0.0% | 268 | -434 | -24.72% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,235 | 53 | 0.01% | 0.01% | 269 | +6 | 0.49% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | No change | 1,193 | 51 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,187 | 50 | 0.0% | 0.0% | 271 | -10 | -0.84% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,076 | 46 | 0.0% | 0.0% | 272 | +128 | 13.5% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 1,015 | 43 | 0.0% | 0.0% | 273 | +251 | 32.85% | Q4 2025 | Jan 26, 2026 |
| Miller Global Investments, LLC | History | New | 992 | 42 | 0.04% | — | 276 | +992 | New | Q4 2025 | Jan 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 983 | 42 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Independence Bank of Kentucky | History | No change | 1,000 | 42 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 978 | 41 | 0.0% | 0.0% | 277 | -87 | -8.17% | Q4 2025 | Jan 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 949 | 40 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 921 | 39 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 902 | 38 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Legacy Bridge, LLC | History | No change | 883 | 37 | 0.02% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 716 | 31 | 0.03% | — | 282 | +716 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | New | 585 | 25 | 0.0% | — | 284 | +585 | New | Q4 2025 | Feb 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 593 | 25 | 0.0% | 0.0% | 283 | +3 | 0.51% | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 519 | 22 | 0.0% | — | 285 | +519 | New | Q4 2025 | Feb 09, 2026 |
| JNBA Financial Advisors | History | Added to | 514 | 22 | 0.0% | 0.0% | 286 | +2 | 0.39% | Q4 2025 | Jan 26, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 498 | 21 | 0.01% | 0.01% | 288 | -71 | -12.48% | Q4 2025 | Jan 12, 2026 |
| Mascoma Wealth Management LLC | History | No change | 505 | 21 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 461 | 19 | 0.0% | 0.0% | 289 | -2,743 | -85.61% | Q4 2025 | Jan 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 436 | 18 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 436 | 18 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| 10Elms LLP | History | No change | 392 | 16 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MASECO LLP | History | New | 342 | 14 | 0.0% | — | 294 | +342 | New | Q4 2025 | Jan 22, 2026 |
| Key Capital Management, INC | History | New | 336 | 14 | 0.01% | — | 295 | +336 | New | Q4 2025 | Jan 26, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 337 | 14 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 323 | 13 | 0.0% | — | 296 | +323 | New | Q4 2025 | Feb 17, 2026 |
| RHL GROUP, LLC | History | New | 294 | 12 | 0.01% | — | 298 | +294 | New | Q4 2025 | Feb 09, 2026 |
| Prestige Wealth Management Group LLC | History | New | 291 | 12 | 0.0% | — | 297 | +291 | New | Q4 2025 | Feb 11, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 283 | 12 | 0.0% | 0.0% | 299 | -9 | -3.08% | Q4 2025 | Feb 05, 2026 |
| Register Financial Advisors LLC | History | Added to | 265 | 11 | 0.0% | 0.0% | 300 | +1 | 0.38% | Q4 2025 | Jan 21, 2026 |
| ORG Partners LLC | History | No change | 245 | 10 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Planning Project LLC | History | New | 215 | 9 | 0.0% | — | 304 | +215 | New | Q4 2025 | Feb 12, 2026 |
| Realta Investment Advisors | History | Added to | 225 | 9 | 0.0% | 0.0% | 303 | +1 | 0.45% | Q4 2025 | Jan 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 226 | 9 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Colonial Trust Co / SC | History | No change | 175 | 7 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 143 | 6 | 0.0% | 0.0% | 307 | -465 | -76.48% | Q4 2025 | Feb 11, 2026 |
| Modus Advisors, LLC | History | New | 158 | 6 | 0.0% | — | 308 | +158 | New | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 147 | 6 | 0.0% | 0.0% | 306 | +1 | 0.68% | Q4 2025 | Feb 10, 2026 |
| Stephens Consulting, LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Activest Wealth Management | History | No change | 138 | 5 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 123 | 5 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 94 | 4 | 0.0% | — | 312 | +94 | New | Q4 2025 | Feb 03, 2026 |
| Cheviot Value Management, LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 54 | 2 | 0.0% | — | 314 | +54 | New | Q4 2025 | Jan 20, 2026 |
| ALERUS FINANCIAL NA | History | New | 54 | 2 | 0.0% | — | 315 | +54 | New | Q4 2025 | Feb 13, 2026 |
| Roxbury Financial LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 29 | 1 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 39 | 1 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -380,186 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -264,253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.23% | — | -43,704 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -24,120 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,532 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KINTRA WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,550 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,104 | -100.0% | Q3 2025 | Oct 14, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,896 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,775 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Boston Trust Walden Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -4,984 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,383 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,194 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -510 | -100.0% | Q3 2025 | Oct 20, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -317 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -265 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHP Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Mar 04, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |