Goldman Sachs ETF Trust - GSST
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,385,447 | 120,393 | 0.01% | 0.01% | 1 | +331,513 | 16.14% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,358,155 | 68,546 | 0.02% | 0.02% | 2 | +311,469 | 29.76% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,242,300 | 62,699 | 0.17% | 0.18% | 3 | +52,499 | 4.41% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 950,599 | 47,976 | 0.01% | 0.01% | 4 | +169,463 | 21.69% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 905,610 | 45,706 | 0.01% | 0.01% | 5 | -78,356 | -7.96% | Q4 2025 | Mar 25, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 787,192 | 39,729 | 3.33% | 3.43% | 6 | +3,758 | 0.48% | Q4 2025 | Jan 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 770,854 | 38,905 | 0.01% | 0.01% | 7 | +146,893 | 23.54% | Q4 2025 | Feb 13, 2026 |
| Kensington Asset Management, LLC | History | Added to | 708,974 | 35,923 | 1.86% | 1.97% | 8 | +61,913 | 9.57% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 675,685 | 34,243 | 0.04% | 0.05% | 9 | +52,896 | 8.49% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 565,257 | 28,528 | 0.0% | 0.0% | 10 | +135,510 | 31.53% | Q4 2025 | Jan 29, 2026 |
| Avestar Capital, LLC | History | Added to | 403,258 | 20,402 | 1.32% | 1.33% | 11 | +1,841 | 0.46% | Q4 2025 | Feb 10, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 370,314 | 18,689 | 1.1% | 1.1% | 12 | +585 | 0.16% | Q4 2025 | Feb 03, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 368,597 | 18,603 | 2.31% | 2.11% | 13 | +32,681 | 9.73% | Q4 2025 | Jan 29, 2026 |
| One Capital Management, LLC | History | New | 325,677 | 16,436 | 0.5% | — | 14 | +325,677 | New | Q4 2025 | Feb 10, 2026 |
| Andrews Advisory Associates, LLC | History | New | 324,420 | 16,373 | 8.7% | — | 15 | +324,420 | New | Q4 2025 | Feb 18, 2026 |
| SPINNAKER TRUST | History | Added to | 320,669 | 16,184 | 0.87% | 0.88% | 16 | +7,588 | 2.42% | Q4 2025 | Feb 10, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 284,531 | 14,360 | 2.38% | 2.22% | 17 | +21,739 | 8.27% | Q4 2025 | Jan 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 261,154 | 13,180 | 0.15% | 0.15% | 18 | +6,193 | 2.43% | Q4 2025 | Jan 20, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 251,592 | 12,697 | 1.42% | — | 19 | +251,592 | New | Q4 2025 | Jan 14, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 207,261 | 10,460 | 6.19% | 6.49% | 20 | -1,184 | -0.57% | Q4 2025 | Feb 09, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 204,570 | 10,324 | 7.09% | 7.0% | 21 | +4,628 | 2.31% | Q4 2025 | Jan 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 197,655 | 9,975 | 1.88% | 1.1% | 22 | +84,860 | 75.23% | Q4 2025 | Jan 30, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 193,017 | 9,741 | 1.01% | 0.66% | 23 | +82,913 | 75.3% | Q4 2025 | Feb 09, 2026 |
| Inscription Capital, LLC | History | Reduced | 174,053 | 8,784 | 0.9% | 1.18% | 24 | -41,439 | -19.23% | Q4 2025 | Jan 29, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 170,216 | 8,590 | 4.65% | 3.38% | 25 | +48,044 | 39.32% | Q4 2025 | Jan 16, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 157,880 | 7,968 | 3.09% | 2.98% | 26 | +4,124 | 2.68% | Q4 2025 | Feb 13, 2026 |
| FOCUSED ALPHA, LLC | History | New | 149,621 | 7,551 | 2.22% | — | 27 | +149,621 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 149,420 | 7,547 | 0.01% | 0.01% | 28 | +33,454 | 28.85% | Q4 2025 | Jan 08, 2026 |
| Corient Private Wealth LLC | History | New | 139,799 | 7,055 | 0.01% | — | 29 | +139,799 | New | Q4 2025 | Mar 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 139,507 | 7,040 | 0.01% | 0.01% | 30 | +8,228 | 6.27% | Q4 2025 | Feb 06, 2026 |
| POTENTIA WEALTH | History | Added to | 137,235 | 6,926 | 2.54% | 2.34% | 31 | +16,505 | 13.67% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 136,023 | 6,865 | 0.01% | 0.01% | 32 | +1,566 | 1.16% | Q4 2025 | Feb 13, 2026 |
| Mainstream Capital Management LLC | History | Added to | 126,161 | 6,367 | 4.17% | 1.17% | 33 | +91,541 | 264.42% | Q4 2025 | Jan 21, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 121,157 | 6,114 | 0.37% | 0.38% | 34 | -1,294 | -1.06% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | New | 117,660 | 5,938 | 0.01% | — | 35 | +117,660 | New | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 108,056 | 5,454 | 0.01% | 0.01% | 36 | +19,977 | 22.68% | Q4 2025 | Feb 12, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 104,321 | 5,265 | 1.26% | 2.29% | 37 | -79,718 | -43.32% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 101,628 | 5,129 | 0.12% | 0.14% | 38 | -8,208 | -7.47% | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | Added to | 83,057 | 4,207 | 0.64% | 0.67% | 39 | +2,746 | 3.42% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 79,972 | 4,036 | 0.01% | 0.01% | 40 | +24,585 | 44.39% | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 71,279 | 3,597 | 0.24% | 0.22% | 41 | +6,821 | 10.58% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 70,241 | 3,545 | 0.01% | 0.0% | 42 | +19,986 | 39.77% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 68,380 | 3,451 | 0.2% | 0.14% | 43 | +23,375 | 51.94% | Q4 2025 | Jan 27, 2026 |
| G&S Capital LLC | History | Added to | 60,696 | 3,063 | 1.08% | 0.72% | 44 | +22,075 | 57.16% | Q4 2025 | Jan 28, 2026 |
| FreeGulliver LLC | History | New | 59,158 | 2,985 | 1.1% | — | 45 | +59,158 | New | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 58,690 | 2,967 | 0.02% | 0.02% | 46 | +2,738 | 4.89% | Q4 2025 | Feb 17, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 56,006 | 2,826 | 1.11% | 1.64% | 47 | -18,870 | -25.2% | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 53,037 | 2,676 | 0.14% | 0.13% | 48 | +9,176 | 20.92% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 50,102 | 2,528 | 0.0% | 0.01% | 49 | -1,042 | -2.04% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 49,748 | 2,510 | 0.0% | 0.0% | 50 | +7,824 | 18.66% | Q4 2025 | Feb 12, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 49,693 | 2,508 | 1.34% | 1.34% | 51 | +1,524 | 3.16% | Q4 2025 | Feb 24, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 47,021 | 2,373 | 0.0% | 0.0% | 52 | -2,306 | -4.67% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 46,380 | 2,340 | 0.01% | 0.01% | 53 | +20,202 | 77.17% | Q4 2025 | Feb 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 45,821 | 2,312 | 0.51% | 0.48% | 54 | +4,500 | 10.89% | Q4 2025 | Feb 11, 2026 |
| Procyon Advisors, LLC | History | New | 45,338 | 2,288 | 0.11% | — | 55 | +45,338 | New | Q4 2025 | Jan 07, 2026 |
| Fortis Capital Management LLC | History | Added to | 44,979 | 2,270 | 0.3% | 0.32% | 56 | +527 | 1.19% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 43,705 | 2,205 | 0.04% | 0.05% | 57 | -2,339 | -5.08% | Q4 2025 | Feb 19, 2026 |
| Brio Consultants, LLC | History | Reduced | 40,411 | 2,039 | 0.26% | 0.29% | 58 | -1,357 | -3.25% | Q4 2025 | Feb 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 40,391 | 2,038 | 0.01% | 0.01% | 59 | +2,331 | 6.12% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 33,656 | 1,698 | 0.03% | 0.05% | 60 | -8,868 | -20.85% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 33,092 | 1,670 | 0.0% | — | 61 | +33,092 | New | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 31,328 | 1,581 | 0.02% | 0.02% | 62 | -192 | -0.61% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | New | 29,994 | 1,513 | 0.01% | — | 63 | +29,994 | New | Q4 2025 | Jan 26, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 29,095 | 1,468 | 0.37% | 0.41% | 64 | -1,100 | -3.64% | Q4 2025 | Feb 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 27,068 | 1,366 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 24,645 | 1,243 | 0.01% | 0.01% | 66 | +3,000 | 13.86% | Q4 2025 | Jan 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 24,073 | 1,214 | 0.0% | 0.0% | 67 | +240 | 1.01% | Q4 2025 | Feb 13, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 23,129 | 1,167 | 1.18% | 1.23% | 68 | -1,415 | -5.77% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 22,110 | 1,115 | 0.02% | 0.02% | 69 | +172 | 0.78% | Q4 2025 | Jan 16, 2026 |
| Golden State Equity Partners | History | Added to | 21,903 | 1,105 | 0.18% | 0.18% | 70 | +730 | 3.45% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,209 | 1,070 | 0.0% | 0.0% | 71 | +5,168 | 32.22% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 19,976 | 1,008 | 0.02% | 0.02% | 72 | -453 | -2.22% | Q4 2025 | Feb 06, 2026 |
| Brookwood Investment Group LLC | History | New | 19,967 | 1,007 | 0.12% | — | 73 | +19,967 | New | Q4 2025 | Jan 22, 2026 |
| Blue Line Capital, LLC / IL | History | New | 19,800 | 999 | 1.18% | — | 74 | +19,800 | New | Q4 2025 | Feb 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | Added to | 19,598 | 989 | 0.84% | 0.02% | 75 | +15,542 | 383.19% | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 19,111 | 964 | 0.04% | 0.04% | 76 | +429 | 2.3% | Q4 2025 | Feb 09, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 17,919 | 906 | 0.07% | 0.02% | 77 | +11,873 | 196.38% | Q4 2025 | Jan 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,859 | 901 | 0.0% | 0.0% | 78 | +11,711 | 190.48% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | New | 17,589 | 887 | 0.0% | — | 79 | +17,589 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,905 | 853 | 0.01% | 0.01% | 80 | +310 | 1.87% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 16,727 | 844 | 0.01% | — | 81 | +16,727 | New | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,367 | 826 | 0.0% | 0.01% | 82 | -19,985 | -54.98% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 16,268 | 821 | 0.01% | 0.01% | 83 | -793 | -4.65% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 15,425 | 778 | 0.01% | 0.01% | 84 | -10,051 | -39.45% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 15,100 | 762 | 0.05% | 0.08% | 85 | -7,500 | -33.19% | Q4 2025 | Jan 27, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 14,990 | 756 | 0.11% | 0.14% | 86 | -2,296 | -13.28% | Q4 2025 | Jan 13, 2026 |
| Burford Brothers, Inc. | History | Added to | 14,604 | 737 | 0.3% | 0.32% | 87 | +48 | 0.33% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,061 | 709 | 0.0% | 0.0% | 88 | -24,337 | -63.38% | Q4 2025 | Feb 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,234 | 617 | 0.07% | 0.07% | 89 | +96 | 0.79% | Q4 2025 | Feb 13, 2026 |
| Everest Management Corp. | History | Reduced | 11,953 | 603 | 0.34% | 0.55% | 90 | -4,984 | -29.43% | Q4 2025 | Feb 02, 2026 |
| Rock Point Advisors, LLC | History | No change | 11,875 | 599 | 0.15% | 0.16% | 91 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 11,846 | 598 | 0.16% | 0.13% | 92 | +2,726 | 29.89% | Q4 2025 | Feb 09, 2026 |
| TD Capital Management LLC | History | Added to | 11,690 | 590 | 0.05% | 0.05% | 93 | +133 | 1.15% | Q4 2025 | Feb 26, 2026 |
| ATWOOD & PALMER INC | History | No change | 10,558 | 532 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Atlas Brown,Inc. | History | Added to | 10,500 | 529 | 0.16% | 0.13% | 95 | +2,000 | 23.53% | Q4 2025 | Jan 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 9,909 | 500 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 9,849 | 497 | 0.03% | 0.03% | 97 | -105 | -1.05% | Q4 2025 | Feb 17, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 9,462 | 479 | 0.3% | 0.31% | 98 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Register Financial Advisors LLC | History | No change | 8,700 | 439 | 0.17% | 0.17% | 99 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,500 | 428 | 0.0% | 0.01% | 101 | +2,000 | 30.77% | Q4 2025 | Jan 29, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 8,485 | 428 | 0.14% | 0.16% | 100 | -470 | -5.25% | Q4 2025 | Jan 08, 2026 |
| Synergy Financial Group, LTD | History | Added to | 8,453 | 426 | 0.3% | 0.28% | 102 | +210 | 2.55% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 8,414 | 424 | 0.0% | 0.0% | 103 | -122 | -1.43% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 8,080 | 407 | 0.15% | 1.78% | 104 | -83,282 | -91.16% | Q4 2025 | Feb 13, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 7,344 | 372 | 0.04% | 0.75% | 105 | -140,966 | -95.05% | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,289 | 367 | 0.01% | 0.01% | 106 | +265 | 3.77% | Q4 2025 | Jan 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 6,689 | 337 | 0.03% | 0.03% | 107 | -140 | -2.05% | Q4 2025 | Feb 09, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6,576 | 332 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Reduced | 6,126 | 309 | 0.0% | 0.0% | 109 | -32 | -0.52% | Q4 2025 | Jan 23, 2026 |
| Navalign, LLC | History | Added to | 6,132 | 309 | 0.08% | 0.08% | 110 | +9 | 0.15% | Q4 2025 | Feb 05, 2026 |
| CWC Advisors, LLC. | History | Added to | 6,066 | 306 | 0.15% | 0.14% | 111 | +235 | 4.03% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,036 | 305 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 5,650 | 285 | 0.01% | — | 113 | +5,650 | New | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 5,132 | 259 | 0.11% | 0.1% | 114 | +968 | 23.25% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,107 | 257 | 0.0% | 0.0% | 115 | +3,429 | 204.35% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,978 | 251 | 0.0% | 0.0% | 116 | -3,508 | -41.34% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | Reduced | 4,959 | 250 | 0.0% | 0.0% | 117 | -1,171 | -19.1% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,937 | 249 | 0.0% | 0.0% | 118 | +4,129 | 511.01% | Q4 2025 | Mar 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,852 | 244 | 0.0% | — | 119 | +4,852 | New | Q4 2025 | Feb 17, 2026 |
| North Forty Two & Co. | History | Reduced | 4,851 | 244 | 0.23% | 0.27% | 120 | -702 | -12.64% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,719 | 238 | 0.0% | 0.0% | 121 | -1,336 | -22.06% | Q4 2025 | Feb 05, 2026 |
| Proficio Capital Partners LLC | History | No change | 4,440 | 224 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Reduced | 4,416 | 222 | 0.0% | 0.01% | 123 | -600 | -11.96% | Q4 2025 | Mar 12, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 4,072 | 205 | 0.11% | 0.12% | 124 | -8 | -0.2% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 3,501 | 176 | 0.0% | 0.0% | 125 | -200 | -5.4% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,824 | 142 | 0.0% | 0.0% | 126 | -645 | -18.59% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,680 | 135 | 0.0% | 0.0% | 127 | +2,554 | 2026.98% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,491 | 125 | 0.01% | 0.01% | 128 | +991 | 66.07% | Q4 2025 | Jan 26, 2026 |
| Signature Equity Partners, LLC | History | New | 2,395 | 120 | 0.07% | — | 129 | +2,395 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,143 | 108 | 0.0% | — | 130 | +2,142 | 214200.0% | Q4 2025 | Feb 06, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,807 | 91 | 0.04% | — | 131 | +1,807 | New | Q4 2025 | Feb 10, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,713 | 86 | 0.02% | 0.02% | 132 | +296 | 20.89% | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,604 | 80 | 0.0% | — | 133 | +1,604 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,536 | 77 | 0.01% | 0.01% | 134 | +109 | 7.64% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | New | 649 | 32 | 0.0% | — | 135 | +649 | New | Q4 2025 | Feb 05, 2026 |
| Financial Management Professionals, Inc. | History | No change | 500 | 25 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mascoma Wealth Management LLC | History | No change | 466 | 23 | 0.0% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 437 | 22 | 0.0% | 0.0% | 138 | +117 | 36.56% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 408 | 20 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 138 | 6 | 0.0% | — | 140 | +138 | New | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 59 | 2 | 0.0% | 0.0% | 141 | +13 | 28.26% | Q4 2025 | Feb 09, 2026 |
| Arlington Trust Co LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -36,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,389 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,973 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,198 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Buska Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,155 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Nov 24, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Kingdom Financial Group LLC. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 06, 2026 |
| BARRETT & COMPANY, INC. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q4 2025 | Feb 13, 2026 |