INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - GSY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 5,192,345 | 260,915 | 0.07% | 0.08% | 1 | -28,257 | -0.54% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 4,606,527 | 231,478 | 0.01% | 0.01% | 2 | -213,699 | -4.43% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,861,555 | 194,043 | 0.04% | 0.04% | 3 | +575 | 0.01% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 2,058,073 | 103,418 | 3.39% | 0.02% | 4 | +2,047,310 | 19021.74% | Q4 2025 | Feb 13, 2026 |
| Bramshill Investments, LLC | History | Added to | 2,021,825 | 101,596 | 5.74% | 2.84% | 5 | +1,195,330 | 144.63% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,567,074 | 78,745 | 0.01% | 0.01% | 6 | +213,271 | 15.75% | Q4 2025 | Jan 29, 2026 |
| Annex Advisory Services, LLC | History | New | 1,554,711 | 78,124 | 1.49% | — | 7 | +1,554,711 | New | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,531,312 | 76,948 | 0.2% | 0.03% | 8 | +1,333,336 | 673.48% | Q4 2025 | Feb 05, 2026 |
| Gradient Investments LLC | History | Reduced | 1,409,616 | 70,833 | 1.12% | 1.21% | 9 | -28,572 | -1.99% | Q4 2025 | Jan 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,352,189 | 67,947 | 1.18% | 1.01% | 10 | +398,081 | 41.72% | Q4 2025 | Feb 19, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,249,389 | 62,831 | 2.53% | 1.81% | 11 | +416,003 | 49.92% | Q4 2025 | Jan 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,144,379 | 57,505 | 0.0% | 0.0% | 12 | -74,775 | -6.13% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 1,112,141 | 55,885 | 0.06% | 0.06% | 13 | +92,839 | 9.11% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,036,988 | 52,108 | 0.02% | 0.02% | 14 | +35,316 | 3.53% | Q4 2025 | Feb 18, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 771,854 | 38,785 | 0.94% | 0.0% | 15 | +771,176 | 113742.77% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 522,041 | 26,233 | 0.07% | 0.08% | 16 | -10,544 | -1.98% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 519,975 | 26,129 | 0.04% | 0.05% | 17 | -235,051 | -31.13% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 447,210 | 22,472 | 0.13% | 0.13% | 18 | +21,989 | 5.17% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 431,110 | 21,663 | 0.82% | 0.84% | 19 | -4,415 | -1.01% | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | Reduced | 426,881 | 21,450 | 0.2% | 0.2% | 20 | -12,040 | -2.74% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 414,974 | 20,852 | 0.0% | 0.0% | 21 | +17,847 | 4.49% | Q4 2025 | Feb 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 365,711 | 18,376 | 0.99% | 0.98% | 22 | +13,602 | 3.86% | Q4 2025 | Jan 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 358,244 | 18,001 | 0.01% | 0.0% | 23 | +24,052 | 7.2% | Q4 2025 | Feb 10, 2026 |
| Advocate Investing Services LLC | History | New | 322,294 | 16,195 | 14.51% | — | 24 | +322,294 | New | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 294,161 | 14,781 | 0.01% | 0.01% | 25 | +42,011 | 16.66% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 293,000 | 14,723 | 0.05% | 0.06% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 292,626 | 14,704 | 1.82% | 2.25% | 27 | -56,592 | -16.21% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 282,533 | 14,197 | 0.03% | 0.04% | 28 | +4,148 | 1.49% | Q4 2025 | Feb 13, 2026 |
| Avestar Capital, LLC | History | Added to | 280,495 | 14,094 | 0.91% | 0.53% | 29 | +120,308 | 75.1% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 278,063 | 13,972 | 0.27% | 0.23% | 30 | +60,504 | 27.81% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 253,365 | 12,731 | 0.83% | 0.89% | 31 | -6,859 | -2.64% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 248,690 | 12,496 | 0.27% | 0.27% | 32 | +4,443 | 1.82% | Q4 2025 | Feb 02, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 242,722 | 12,196 | 0.45% | 0.51% | 33 | -29,060 | -10.69% | Q4 2025 | Jan 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 234,583 | 11,787 | 0.06% | 0.06% | 34 | +707 | 0.3% | Q4 2025 | Feb 17, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 230,596 | 11,568 | 2.83% | 2.7% | 35 | +24,506 | 11.89% | Q4 2025 | Jan 23, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 212,508 | 10,678 | 4.46% | 4.45% | 36 | +10,043 | 4.96% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 203,709 | 10,236 | 0.16% | 0.16% | 37 | +5,827 | 2.94% | Q4 2025 | Feb 12, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 191,055 | 9,600 | 4.02% | 4.28% | 38 | -10,105 | -5.02% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 190,760 | 9,585 | 0.04% | 0.04% | 39 | +6,396 | 3.47% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 187,898 | 9,441 | 0.11% | 0.15% | 40 | +10,260 | 5.78% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 186,865 | 9,390 | 0.44% | 0.37% | 41 | +15,532 | 9.07% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 167,553 | 8,420 | 0.02% | 0.02% | 42 | +22,667 | 15.64% | Q4 2025 | Feb 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 164,545 | 8,268 | 1.01% | 0.71% | 43 | +55,115 | 50.37% | Q4 2025 | Jan 07, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 154,767 | 7,777 | 2.74% | 3.04% | 44 | +7,215 | 4.89% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 139,142 | 6,991 | 0.03% | 0.03% | 45 | -9,678 | -6.5% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 137,976 | 6,933 | 0.0% | — | 46 | +137,976 | New | Q4 2025 | Mar 25, 2026 |
| Creative Planning | History | Reduced | 136,254 | 6,846 | 0.0% | 0.01% | 47 | -14,835 | -9.82% | Q4 2025 | Feb 17, 2026 |
| Transcendent Capital Group LLC | History | Added to | 130,052 | 6,535 | 2.96% | 0.31% | 48 | +116,181 | 837.58% | Q4 2025 | Jan 26, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 128,969 | 6,480 | 1.31% | 1.28% | 49 | +7,409 | 6.09% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 125,888 | 6,474 | 0.03% | 0.03% | 50 | +20,257 | 19.18% | Q4 2025 | Feb 17, 2026 |
| Wealth Intelligence, LLC | History | New | 122,644 | 6,162 | 3.06% | — | 51 | +122,644 | New | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 118,032 | 5,931 | 0.0% | 0.0% | 52 | +40,795 | 52.82% | Q4 2025 | Feb 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 117,880 | 5,923 | 0.24% | 0.15% | 53 | +47,297 | 67.01% | Q4 2025 | Jan 16, 2026 |
| Daner Wealth Management, LLC | History | Added to | 111,320 | 5,604 | 3.43% | 3.57% | 54 | +2,220 | 2.03% | Q4 2025 | Feb 11, 2026 |
| GenTrust, LLC | History | Added to | 110,975 | 5,576 | 0.24% | 0.16% | 55 | +42,788 | 62.75% | Q4 2025 | Feb 02, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 110,193 | 5,537 | 0.62% | 0.63% | 56 | -1,715 | -1.53% | Q4 2025 | Jan 21, 2026 |
| Hardworking Capital Advisors, LLC | History | New | 109,388 | 5,496 | 4.99% | — | 57 | +109,388 | New | Q4 2025 | Feb 12, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 103,259 | 5,188 | 0.22% | 0.23% | 58 | -4,493 | -4.17% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 97,737 | 4,911 | 0.01% | 0.01% | 59 | -15,005 | -13.31% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Reduced | 95,269 | 4,787 | 0.07% | 0.07% | 60 | -5,587 | -5.54% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 93,926 | 4,719 | 0.03% | — | 61 | +93,926 | New | Q4 2025 | Feb 03, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 92,731 | 4,659 | 0.08% | 0.09% | 62 | +14,802 | 18.99% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 87,025 | 4,372 | 0.0% | 0.0% | 63 | -17,338 | -16.61% | Q4 2025 | Feb 10, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 86,902 | 4,366 | 3.11% | — | 64 | +86,902 | New | Q4 2025 | Feb 13, 2026 |
| TruWealth Advisors, LLC | History | Added to | 84,595 | 4,250 | 0.21% | 0.21% | 65 | +3,182 | 3.91% | Q4 2025 | Jan 07, 2026 |
| Mariner, LLC | History | Added to | 80,063 | 4,023 | 0.0% | 0.01% | 66 | +2,007 | 2.57% | Q4 2025 | Feb 13, 2026 |
| Brown Financial Advisors | History | Added to | 78,674 | 3,953 | 1.45% | 1.33% | 67 | +7,087 | 9.9% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 76,885 | 3,863 | 0.0% | — | 68 | +76,885 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 76,502 | 3,844 | 0.01% | 0.0% | 69 | +4,480 | 6.22% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 76,202 | 3,829 | 0.02% | 0.02% | 70 | +1,877 | 2.53% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 74,661 | 3,751 | 0.07% | 0.07% | 71 | +12,554 | 20.21% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 69,033 | 3,468 | 0.01% | 0.01% | 72 | +2,965 | 4.49% | Q4 2025 | Feb 18, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 64,758 | 3,254 | 0.46% | — | 73 | +64,758 | New | Q4 2025 | Feb 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 58,225 | 2,925 | 0.01% | 0.01% | 74 | +26,436 | 83.16% | Q4 2025 | Feb 18, 2026 |
| Peterson Wealth Services | History | Added to | 57,056 | 2,867 | 0.73% | 0.02% | 75 | +55,034 | 2721.76% | Q4 2025 | Feb 12, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 52,377 | 2,632 | 1.43% | 1.33% | 76 | +1,725 | 3.41% | Q4 2025 | Jan 28, 2026 |
| Trust Co | History | Added to | 50,227 | 2,523 | 0.24% | 0.26% | 77 | +11 | 0.02% | Q4 2025 | Jan 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 48,988 | 2,461 | 0.14% | 0.19% | 78 | -16,452 | -25.14% | Q4 2025 | Jan 13, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 48,936 | 2,459 | 0.44% | 0.44% | 79 | -1,190 | -2.37% | Q4 2025 | Jan 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 48,145 | 2,419 | 0.03% | 0.03% | 80 | -3,151 | -6.14% | Q4 2025 | Feb 02, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 47,122 | 2,367 | 1.09% | 1.05% | 81 | +1,028 | 2.23% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 46,418 | 2,332 | 0.01% | 0.02% | 82 | -6,807 | -12.79% | Q4 2025 | Jan 29, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 45,155 | 2,269 | 0.84% | 0.85% | 83 | +1,156 | 2.63% | Q4 2025 | Feb 04, 2026 |
| Colonial River Investments, LLC | History | Added to | 43,284 | 2,175 | 0.78% | 0.71% | 84 | +4,922 | 12.83% | Q4 2025 | Feb 04, 2026 |
| GeoWealth Management, LLC | History | Added to | 42,125 | 2,116 | 0.08% | 0.03% | 85 | +24,570 | 139.96% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 42,125 | 2,116 | 0.08% | 0.03% | 86 | +24,570 | 139.96% | Q4 2025 | Jan 30, 2026 |
| 9823 Capital, L.P. | History | New | 41,948 | 2,107 | 1.45% | — | 87 | +41,948 | New | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 41,258 | 2,073 | 0.08% | — | 88 | +41,258 | New | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 41,202 | 2,069 | 0.08% | 0.13% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 41,145 | 2,067 | 0.5% | 0.25% | 90 | +22,548 | 121.25% | Q4 2025 | Feb 02, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 40,531 | 2,036 | 1.09% | 1.09% | 91 | +1,010 | 2.56% | Q4 2025 | Feb 24, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 39,478 | 1,983 | 0.07% | 0.08% | 92 | -3,236 | -7.58% | Q4 2025 | Jan 27, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 38,470 | 1,933 | 1.34% | 1.41% | 93 | +1,355 | 3.65% | Q4 2025 | Jan 23, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 37,993 | 1,909 | 0.29% | 0.36% | 94 | -3,528 | -8.5% | Q4 2025 | Jan 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 36,799 | 1,849 | 0.28% | 0.29% | 95 | +264 | 0.72% | Q4 2025 | Jan 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 36,491 | 1,833 | 0.06% | 0.05% | 96 | +2,121 | 6.17% | Q4 2025 | Jan 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 36,380 | 1,828 | 0.16% | 0.13% | 97 | +7,976 | 28.08% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 34,295 | 1,723 | 0.02% | 0.03% | 98 | -25,645 | -42.78% | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 33,963 | 1,706 | 0.29% | 0.38% | 99 | -6,214 | -15.47% | Q4 2025 | Jan 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 33,426 | 1,679 | 0.04% | 0.05% | 100 | -2,411 | -6.73% | Q4 2025 | Jan 29, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 32,586 | 1,637 | 1.44% | 1.47% | 101 | +2 | 0.01% | Q4 2025 | Jan 14, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Added to | 32,500 | 1,633 | 1.41% | 1.05% | 102 | +7,500 | 30.0% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 31,422 | 1,578 | 0.03% | 0.03% | 103 | +1,602 | 5.37% | Q4 2025 | Mar 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 30,134 | 1,514 | 0.02% | 0.02% | 104 | +2,752 | 10.05% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 29,555 | 1,485 | 0.01% | 0.01% | 105 | +514 | 1.77% | Q4 2025 | Feb 12, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 29,338 | 1,474 | 1.21% | 1.2% | 106 | +1,192 | 4.24% | Q4 2025 | Feb 13, 2026 |
| Mattson Financial Services, LLC | History | Added to | 28,972 | 1,455 | 0.34% | 0.33% | 107 | +1,121 | 4.02% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 28,769 | 1,445 | 0.0% | 0.0% | 108 | +5,934 | 25.99% | Q4 2025 | Feb 13, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 28,445 | 1,429 | 0.88% | 1.27% | 109 | -8,572 | -23.16% | Q4 2025 | Feb 17, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 27,765 | 1,395 | 0.61% | 0.59% | 110 | -2,000 | -6.72% | Q4 2025 | Jan 30, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 25,468 | 1,279 | 0.16% | 0.2% | 111 | -1,197 | -4.49% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 25,177 | 1,265 | 0.01% | 0.0% | 112 | +6,281 | 33.24% | Q4 2025 | Jan 29, 2026 |
| ETF Store, Inc. | History | Added to | 24,859 | 1,249 | 1.27% | 1.19% | 113 | +2,543 | 11.4% | Q4 2025 | Jan 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 24,330 | 1,222 | 0.02% | 0.03% | 114 | -11,099 | -31.33% | Q4 2025 | Feb 10, 2026 |
| Paladin Wealth, LLC | History | Added to | 24,333 | 1,222 | 0.83% | 0.83% | 115 | +1,638 | 7.22% | Q4 2025 | Jan 15, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 23,281 | 1,171 | 0.5% | 0.61% | 116 | -1,059 | -4.35% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 23,269 | 1,169 | 0.01% | 0.01% | 117 | +7,377 | 46.42% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 21,551 | 1,082 | 0.04% | 0.04% | 118 | +1,961 | 10.01% | Q4 2025 | Jan 21, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 21,023 | 1,056 | 1.07% | 1.11% | 119 | -1,463 | -6.51% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Reduced | 20,674 | 1,038 | 0.01% | 0.01% | 120 | -745 | -3.48% | Q4 2025 | Feb 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 20,453 | 1,027 | 0.1% | 0.1% | 121 | -115 | -0.56% | Q4 2025 | Jan 23, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 19,847 | 997 | 0.46% | 0.21% | 122 | +11,197 | 129.45% | Q4 2025 | Jan 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 19,826 | 996 | 0.0% | 0.0% | 123 | +14,209 | 252.96% | Q4 2025 | Feb 17, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Added to | 19,489 | 979 | 0.22% | 0.2% | 124 | +590 | 3.12% | Q4 2025 | Jan 29, 2026 |
| Redwood Financial Network Corp | History | Added to | 19,264 | 968 | 0.62% | 0.38% | 125 | +7,449 | 63.05% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 19,030 | 956 | 0.02% | 0.04% | 126 | -2,634 | -12.16% | Q4 2025 | Feb 05, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 18,740 | 941 | 0.07% | 0.11% | 127 | -10,245 | -35.35% | Q4 2025 | Jan 16, 2026 |
| Intrua Financial, LLC | History | Added to | 18,284 | 918 | 0.1% | 0.08% | 128 | +3,875 | 26.89% | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 17,235 | 866 | 0.0% | 0.0% | 129 | -20 | -0.12% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 16,626 | 835 | 0.0% | 0.0% | 130 | -111,988 | -87.07% | Q4 2025 | Feb 19, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 16,004 | 804 | 0.35% | 0.35% | 131 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 15,974 | 802 | 0.74% | — | 132 | +15,974 | New | Q4 2025 | Feb 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,825 | 795 | 0.0% | — | 133 | +15,825 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 15,201 | 763 | 0.37% | 0.58% | 134 | -10,206 | -40.17% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 14,838 | 745 | 0.01% | 0.01% | 135 | +338 | 2.33% | Q4 2025 | Jan 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 14,823 | 744 | 0.0% | 0.0% | 136 | +5,574 | 60.27% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 14,174 | 712 | 0.0% | 0.0% | 137 | +15 | 0.11% | Q4 2025 | Jan 30, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 14,065 | 707 | 0.19% | 0.16% | 138 | +2,659 | 23.31% | Q4 2025 | Feb 09, 2026 |
| Petix & Botte Co | History | Reduced | 13,972 | 702 | 0.16% | 0.16% | 139 | -199 | -1.4% | Q4 2025 | Feb 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 13,867 | 696 | 0.25% | 0.26% | 140 | +1,265 | 10.04% | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 13,496 | 678 | 0.03% | 0.04% | 141 | -3,040 | -18.38% | Q4 2025 | Feb 02, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 13,320 | 669 | 0.14% | 0.15% | 142 | +141 | 1.07% | Q4 2025 | Jan 30, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 13,280 | 667 | 0.05% | 0.07% | 143 | -4,465 | -25.16% | Q4 2025 | Jan 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,263 | 666 | 0.01% | 0.01% | 144 | -80 | -0.6% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 12,914 | 648 | 0.0% | 0.0% | 145 | +5,781 | 81.05% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 12,485 | 627 | 0.03% | 0.03% | 146 | -2,061 | -14.17% | Q4 2025 | Feb 17, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 12,219 | 614 | 0.11% | 0.1% | 147 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 11,895 | 597 | 0.07% | 0.07% | 148 | +1,515 | 14.6% | Q4 2025 | Feb 11, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 11,870 | 596 | 0.13% | — | 149 | +11,870 | New | Q4 2025 | Feb 11, 2026 |
| National Wealth Management Group, LLC | History | Added to | 11,796 | 592 | 0.21% | 0.16% | 150 | +3,235 | 37.79% | Q4 2025 | Jan 12, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 11,688 | 587 | 0.06% | 0.09% | 151 | -5,662 | -32.63% | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 11,632 | 584 | 0.04% | 0.06% | 152 | -3,922 | -25.22% | Q4 2025 | Jan 29, 2026 |
| Hilltop Holdings Inc. | History | Added to | 11,615 | 583 | 0.03% | 0.03% | 153 | +244 | 2.15% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | New | 11,585 | 582 | 0.0% | — | 154 | +11,585 | New | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 11,436 | 575 | 0.04% | 0.04% | 155 | -401 | -3.39% | Q4 2025 | Feb 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 11,375 | 571 | 0.18% | 0.19% | 156 | +354 | 3.21% | Q4 2025 | Jan 07, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 11,211 | 563 | 0.03% | 0.04% | 157 | -159 | -1.4% | Q4 2025 | Feb 18, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 11,125 | 559 | 0.05% | 0.05% | 158 | +119 | 1.08% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 11,097 | 557 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 10,980 | 551 | 0.06% | 0.07% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 10,952 | 550 | 0.41% | 0.43% | 161 | +24 | 0.22% | Q4 2025 | Feb 05, 2026 |
| CGC Financial Services, LLC | History | Reduced | 10,510 | 528 | 0.14% | 0.19% | 162 | -3,269 | -23.72% | Q4 2025 | Feb 03, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 10,323 | 518 | 0.14% | 0.17% | 163 | -3,088 | -23.03% | Q4 2025 | Feb 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 9,998 | 503 | 0.25% | 0.26% | 164 | +497 | 5.23% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 9,988 | 501 | 0.02% | 0.02% | 165 | -204 | -2.0% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | Reduced | 9,937 | 499 | 0.11% | 0.14% | 166 | -173 | -1.71% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | New | 9,898 | 497 | 0.0% | — | 167 | +9,898 | New | Q4 2025 | Feb 13, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 9,754 | 490 | 0.34% | 0.34% | 168 | -239 | -2.39% | Q4 2025 | Jan 26, 2026 |
| 4J Wealth Management LLC | History | Added to | 9,701 | 487 | 0.28% | 0.27% | 169 | +620 | 6.83% | Q4 2025 | Jan 15, 2026 |
| Detalus Advisors, LLC | History | No change | 9,150 | 459 | 0.11% | 0.12% | 170 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,964 | 450 | 0.01% | 0.01% | 171 | +1,542 | 20.78% | Q4 2025 | Feb 09, 2026 |
| KWB Wealth | History | Added to | 8,673 | 435 | 0.04% | 0.05% | 172 | +188 | 2.22% | Q4 2025 | Jan 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 8,592 | 431 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 8,566 | 430 | 0.06% | 0.06% | 174 | +36 | 0.42% | Q4 2025 | Feb 10, 2026 |
| Financial Sense Advisors, Inc. | History | New | 8,214 | 412 | 0.08% | — | 175 | +8,214 | New | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Group | History | New | 7,903 | 397 | 0.04% | — | 176 | +7,903 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,765 | 390 | 0.0% | — | 177 | +7,765 | New | Q4 2025 | Feb 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 7,550 | 379 | 0.03% | 0.02% | 178 | +3,156 | 71.83% | Q4 2025 | Feb 17, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 7,527 | 378 | 0.04% | 0.05% | 179 | -625 | -7.67% | Q4 2025 | Feb 03, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 7,513 | 377 | 0.1% | — | 180 | +7,513 | New | Q4 2025 | Jan 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,264 | 365 | 0.0% | 0.0% | 181 | +77 | 1.07% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisory Team LLC | History | New | 7,236 | 363 | 0.32% | — | 182 | +7,236 | New | Q4 2025 | Feb 05, 2026 |
| BLUELINE ADVISORS LLC | History | New | 7,131 | 358 | 0.29% | — | 183 | +7,131 | New | Q4 2025 | Feb 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 7,054 | 354 | 0.03% | 0.03% | 184 | +22 | 0.31% | Q4 2025 | Jan 09, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 6,940 | 348 | 0.14% | 0.2% | 185 | -2,942 | -29.77% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,910 | 346 | 0.01% | 0.01% | 186 | +841 | 13.86% | Q4 2025 | Jan 28, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 6,806 | 342 | 0.03% | 0.02% | 187 | +72 | 1.07% | Q4 2025 | Feb 17, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 6,697 | 336 | 0.06% | 0.08% | 188 | -1,391 | -17.2% | Q4 2025 | Jan 29, 2026 |
| Triasima Portfolio Management inc. | History | New | 6,425 | 322 | 0.05% | — | 189 | +6,425 | New | Q4 2025 | Feb 02, 2026 |
| Concorde Asset Management, LLC | History | Added to | 6,394 | 321 | 0.13% | 0.11% | 191 | +1,085 | 20.44% | Q4 2025 | Feb 13, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 6,400 | 321 | 0.05% | 0.06% | 190 | -1,000 | -13.51% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 6,388 | 320 | 0.0% | 0.01% | 192 | -119 | -1.83% | Q4 2025 | Jan 13, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 6,323 | 318 | 0.31% | — | 194 | +6,323 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,344 | 318 | 0.02% | 0.02% | 193 | +194 | 3.15% | Q4 2025 | Feb 03, 2026 |
| COMMERCE BANK | History | No change | 6,200 | 311 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,081 | 305 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | New | 5,900 | 296 | 0.04% | — | 197 | +5,900 | New | Q4 2025 | Feb 12, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 5,851 | 294 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 5,771 | 289 | 0.0% | 0.0% | 199 | +1,071 | 22.79% | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 28,932 | 282 | 0.01% | 0.03% | 200 | -1,322 | -4.37% | Q4 2025 | Feb 11, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 5,590 | 280 | 0.05% | 0.05% | 201 | +49 | 0.88% | Q4 2025 | Feb 17, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 5,530 | 277 | 0.04% | — | 202 | +5,530 | New | Q4 2025 | Jan 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 5,430 | 272 | 0.03% | 0.08% | 203 | -9,242 | -62.99% | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 5,394 | 271 | 0.01% | 0.01% | 204 | -119 | -2.16% | Q4 2025 | Jan 28, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 5,385 | 270 | 0.03% | 0.1% | 205 | -9,729 | -64.37% | Q4 2025 | Jan 14, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 5,377 | 270 | 0.1% | 0.1% | 206 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 5,113 | 256 | 0.11% | 0.1% | 207 | +728 | 16.6% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,999 | 251 | 0.0% | 0.0% | 208 | -30 | -0.6% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 4,603 | 231 | 0.0% | 0.0% | 209 | +3 | 0.07% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,586 | 230 | 0.0% | 0.0% | 210 | -11,912 | -72.2% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | Added to | 4,527 | 227 | 0.01% | 0.01% | 211 | +6 | 0.13% | Q4 2025 | Jan 30, 2026 |
| GWN SECURITIES INC. | History | Added to | 4,504 | 226 | 0.05% | 0.05% | 212 | +5 | 0.11% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 4,478 | 225 | 0.01% | 0.01% | 213 | -3,544 | -44.18% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 4,387 | 220 | 0.0% | 0.0% | 214 | +1,747 | 66.17% | Q4 2025 | Feb 13, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 4,229 | 212 | 0.18% | 0.26% | 216 | -1,987 | -31.97% | Q4 2025 | Feb 13, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | No change | 4,232 | 212 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 4,159 | 209 | 0.0% | 0.0% | 217 | -833 | -16.69% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 4,173 | 209 | 0.05% | 0.06% | 218 | -598 | -12.53% | Q4 2025 | Jan 28, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 4,022 | 202 | 0.0% | — | 219 | +4,022 | New | Q4 2025 | Feb 12, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 4,000 | 201 | 0.01% | 0.02% | 220 | -2,000 | -33.33% | Q4 2025 | Jan 27, 2026 |
| AMG National Trust Bank | History | No change | 4,000 | 201 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Main Management LLC | History | No change | 3,652 | 184 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | Added to | 3,024 | 151 | 0.03% | 0.03% | 223 | +596 | 24.55% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | No change | 3,000 | 150 | 0.0% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,750 | 138 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 2,746 | 137 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,708 | 136 | 0.0% | 0.0% | 227 | -978 | -26.53% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,242 | 112 | 0.0% | 0.0% | 228 | +2 | 0.09% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,880 | 94 | 0.0% | 0.0% | 229 | -3,000 | -61.48% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,755 | 88 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,692 | 85 | 0.0% | 0.0% | 232 | -96 | -5.37% | Q4 2025 | Mar 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,708 | 85 | 0.0% | 0.0% | 231 | +2 | 0.12% | Q4 2025 | Feb 17, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,370 | 68 | 0.03% | 0.04% | 233 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 1,317 | 66 | 0.0% | — | 234 | +1,317 | New | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,085 | 54 | 0.03% | 0.16% | 235 | -4,986 | -82.13% | Q4 2025 | Jan 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 1,038 | 52 | 0.01% | 0.01% | 236 | +11 | 1.07% | Q4 2025 | Jan 21, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 50 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,000 | 50 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 890 | 44 | 0.0% | — | 239 | +890 | New | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | Reduced | 839 | 42 | 0.01% | 0.01% | 240 | -10 | -1.18% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 815 | 40 | 0.0% | 0.0% | 241 | +700 | 608.7% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 722 | 36 | 0.0% | 0.0% | 242 | +97 | 15.52% | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 688 | 34 | 0.0% | — | 244 | +688 | New | Q4 2025 | Mar 04, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 684 | 34 | 0.0% | 0.0% | 243 | +514 | 302.35% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 676 | 33 | 0.0% | — | 245 | +676 | New | Q4 2025 | Feb 05, 2026 |
| Lodestone Wealth Management LLC | History | New | 656 | 32 | 0.01% | — | 246 | +656 | New | Q4 2025 | Jan 15, 2026 |
| Motiv8 Investments LLC | History | New | 609 | 31 | 0.02% | — | 247 | +609 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 606 | 30 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | New | 526 | 26 | 0.0% | — | 249 | +526 | New | Q4 2025 | Feb 02, 2026 |
| Collier Financial | History | Reduced | 536 | 26 | 0.02% | 0.02% | 250 | -1 | -0.19% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 494 | 24 | 0.01% | — | 251 | +494 | New | Q4 2025 | Feb 05, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 448 | 22 | 0.01% | — | 253 | +448 | New | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 457 | 22 | 0.0% | 0.0% | 252 | +87 | 23.51% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | No change | 434 | 21 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 408 | 20 | 0.0% | 0.0% | 255 | +4 | 0.99% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | No change | 372 | 18 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 356 | 17 | 0.01% | 0.01% | 257 | -32 | -8.25% | Q4 2025 | Jan 26, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 310 | 15 | 0.01% | — | 258 | +310 | New | Q4 2025 | Feb 19, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 288 | 14 | 0.0% | 0.0% | 259 | -5 | -1.71% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 273 | 13 | 0.0% | 0.0% | 260 | +2 | 0.74% | Q4 2025 | Feb 26, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 186 | 9 | 0.0% | 0.01% | 261 | -1,738 | -90.33% | Q4 2025 | Jan 21, 2026 |
| Scarborough Advisors, LLC | History | Added to | 183 | 9 | 0.0% | 0.0% | 262 | +2 | 1.1% | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | Added to | 124 | 6 | 0.0% | 0.0% | 263 | +1 | 0.81% | Q4 2025 | Jan 26, 2026 |
| Strategic Advocates LLC | History | Reduced | 70 | 3 | 0.0% | 0.01% | 265 | -337 | -82.8% | Q4 2025 | Feb 11, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 60 | 3 | 0.0% | 0.0% | 264 | +1 | 1.69% | Q4 2025 | Jan 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 61 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | New | 54 | 2 | 0.0% | — | 267 | +54 | New | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Pasadena Private Wealth, LLC | History | Closed out | 0 | 0 | — | 2.73% | — | -378,269 | -100.0% | Q3 2025 | Oct 24, 2025 |
| RETIREMENT CAPITAL STRATEGIES | History | Closed out | 0 | 0 | — | 2.27% | — | -118,042 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101,210 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.14% | — | -48,656 | -100.0% | Q3 2025 | Oct 21, 2025 |
| J HAGAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.69% | — | -22,823 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,594 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CRUX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.2% | — | -10,068 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,134 | -100.0% | Q3 2025 | Oct 31, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,494 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WT Wealth Management | History | Closed out | 0 | 0 | — | 0.1% | — | -6,591 | -100.0% | Q3 2025 | Oct 22, 2025 |
| COURIER CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,450 | -100.0% | Q3 2025 | Oct 29, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,377 | -100.0% | Q3 2025 | Oct 21, 2025 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -5,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -5,161 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -4,800 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,371 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -4,239 | -100.0% | Q3 2025 | Nov 04, 2025 |
| EdgeRock Capital LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,982 | -100.0% | Q3 2025 | Oct 28, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,352 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.01% | — | -625 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -436 | -100.0% | Q3 2025 | Nov 12, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -278 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Transamerica Financial Advisors, LLC | History | Reduced | 8 | 0 | — | — | — | -1 | -11.11% | Q4 2025 | Feb 13, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |