FLEXSHARES TRUST - GUNR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | Reduced | 66,012,371 | 3,026,667 | 0.39% | 0.38% | 1 | -1,052,841 | -1.57% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 4,546,036 | 208,435 | 3.89% | 3.73% | 2 | +340,810 | 8.1% | Q4 2025 | Feb 06, 2026 |
| Align Financial, LLC | History | New | 186,289 | 186,289 | 0.11% | — | 3 | +186,289 | New | Q4 2025 | Feb 17, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 3,979,018 | 182,437 | 14.82% | 16.54% | 4 | -416,073 | -9.47% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,592,669 | 164,723 | 2.03% | 2.0% | 5 | +56,143 | 1.59% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 1,946,464 | 89,245 | 0.01% | 0.0% | 6 | +117,110 | 6.4% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 1,650,224 | 75,662 | 0.06% | 0.03% | 7 | +704,234 | 74.44% | Q4 2025 | Feb 13, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,486,823 | 68,170 | 3.66% | 3.53% | 8 | +27,424 | 1.88% | Q4 2025 | Jan 29, 2026 |
| CONNABLE OFFICE INC | History | Added to | 1,248,153 | 57,227 | 5.25% | 3.8% | 9 | +311,192 | 33.21% | Q4 2025 | Feb 03, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 1,076,286 | 49,347 | 10.33% | 10.08% | 10 | -27,356 | -2.48% | Q4 2025 | Jan 08, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 941,998 | 43,190 | 2.36% | 2.32% | 11 | +47,737 | 5.34% | Q4 2025 | Jan 21, 2026 |
| NBT BANK N A /NY | History | Reduced | 914,168 | 41,916 | 2.71% | 2.68% | 12 | -24,143 | -2.57% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 764,886 | 35,070 | 4.4% | 3.35% | 13 | +203,190 | 36.17% | Q4 2025 | Jan 08, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 575,792 | 26,400 | 5.88% | 4.62% | 14 | +117,410 | 25.61% | Q4 2025 | Feb 09, 2026 |
| Hills Bank & Trust Co | History | Reduced | 543,984 | 24,941 | 1.45% | 1.41% | 15 | -3,242 | -0.59% | Q4 2025 | Feb 05, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 534,840 | 24,522 | 4.46% | 0.38% | 16 | -10,257 | -1.88% | Q4 2025 | Mar 04, 2026 |
| VPR Management LLC | History | No change | 497,600 | 22,814 | 10.16% | 9.9% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 460,801 | 21,127 | 0.0% | 0.0% | 18 | +13,631 | 3.05% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 422,135 | 19,354 | 0.03% | 0.03% | 19 | +738 | 0.18% | Q4 2025 | Feb 18, 2026 |
| Colony Family Offices, LLC | History | Added to | 417,956 | 19,163 | 4.78% | 4.67% | 20 | +5,827 | 1.41% | Q4 2025 | Jan 22, 2026 |
| CENTRAL TRUST Co | History | Added to | 404,960 | 18,567 | 0.36% | 0.34% | 21 | +29,905 | 7.97% | Q4 2025 | Feb 02, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 377,290 | 17,826 | 2.24% | 2.16% | 22 | +7,514 | 2.03% | Q4 2025 | Jan 14, 2026 |
| Navalign, LLC | History | Added to | 372,219 | 17,066 | 4.19% | 4.25% | 23 | +3,909 | 1.06% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 369,220 | 16,928 | 0.01% | 0.01% | 24 | -2,346 | -0.63% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 320,126 | 14,652 | 0.0% | 0.0% | 25 | +5,425 | 1.72% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 312,214 | 14,315 | 0.0% | 0.0% | 26 | +11,194 | 3.72% | Q4 2025 | Feb 11, 2026 |
| Farmers National Bank | History | New | 278,365 | 12,763 | 2.85% | — | 27 | +278,365 | New | Q4 2025 | Mar 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 246,973 | 11,323 | 0.0% | 0.0% | 28 | +5,799 | 2.4% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 233,310 | 10,697 | 0.0% | 0.0% | 29 | +14,849 | 6.8% | Q4 2025 | Jan 29, 2026 |
| M Holdings Securities, Inc. | History | New | 217,707 | 9,982 | 0.71% | — | 30 | +217,707 | New | Q4 2025 | Feb 11, 2026 |
| STEPH & CO | History | Reduced | 208,188 | 9,545 | 2.75% | 2.87% | 31 | -6,676 | -3.11% | Q4 2025 | Jan 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 204,988 | 9,398 | 0.03% | 0.03% | 32 | -5,748 | -2.73% | Q4 2025 | Feb 06, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 196,997 | 9,032 | 1.23% | 1.07% | 33 | +27,754 | 16.4% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 193,134 | 8,856 | 0.0% | — | 34 | +193,134 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 192,673 | 8,834 | 0.01% | 0.01% | 35 | +3,992 | 2.12% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 184,555 | 8,461 | 0.05% | 0.05% | 36 | +11,418 | 6.59% | Q4 2025 | Feb 13, 2026 |
| Brio Consultants, LLC | History | Added to | 183,981 | 8,435 | 1.1% | 1.05% | 37 | +10,029 | 5.77% | Q4 2025 | Feb 04, 2026 |
| Ledyard National Bank | History | Added to | 182,966 | 8,388 | 0.72% | 0.71% | 38 | +1,382 | 0.76% | Q4 2025 | Jan 21, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 176,300 | 8,083 | 1.17% | 1.2% | 39 | -10,106 | -5.42% | Q4 2025 | Jan 28, 2026 |
| United Bank | History | Reduced | 175,309 | 8,037 | 2.73% | 2.7% | 40 | -1,870 | -1.06% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 168,502 | 7,725 | 0.27% | 0.26% | 41 | +4,409 | 2.69% | Q4 2025 | Jan 13, 2026 |
| Austin Wealth Management, LLC | History | Added to | 159,736 | 7,521 | 1.11% | 1.06% | 42 | +4,275 | 2.75% | Q4 2025 | Jan 26, 2026 |
| Avos Capital Management, LLC | History | Added to | 158,284 | 7,257 | 3.17% | 3.23% | 43 | +77 | 0.05% | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 157,262 | 7,210 | 0.83% | 0.79% | 44 | +7,776 | 5.2% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 146,761 | 6,729 | 0.01% | 0.01% | 45 | +11,589 | 8.57% | Q4 2025 | Feb 17, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 138,542 | 6,352 | 2.52% | — | 46 | +138,542 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 123,053 | 5,641 | 2.25% | 2.22% | 47 | -1,535 | -1.23% | Q4 2025 | Jan 29, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 121,444 | 5,568 | 0.79% | — | 48 | +121,444 | New | Q4 2025 | Feb 20, 2026 |
| Boltwood Capital Management | History | Reduced | 115,703 | 5,304 | 1.38% | 1.37% | 49 | -1,494 | -1.27% | Q4 2025 | Jan 02, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 114,928 | 5,269 | 0.03% | 0.02% | 50 | +28,694 | 33.27% | Q4 2025 | Feb 17, 2026 |
| S. R. Schill & Associates | History | Reduced | 113,254 | 5,192 | 3.67% | 3.53% | 51 | -1,562 | -1.36% | Q4 2025 | Jan 23, 2026 |
| Fermata Advisors, LLC | History | Added to | 111,583 | 5,116 | 1.23% | 1.2% | 52 | +3,329 | 3.08% | Q4 2025 | Jan 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 109,254 | 5,009 | 0.0% | 0.0% | 53 | +12,543 | 12.97% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 98,488 | 4,515 | 0.03% | 0.04% | 54 | -1,176 | -1.18% | Q4 2025 | Feb 18, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 90,652 | 4,156 | 0.05% | 0.05% | 55 | -17,281 | -16.01% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 84,920 | 3,893 | 0.0% | 0.0% | 56 | -5,942 | -6.54% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 71,827 | 3,293 | 0.01% | 0.01% | 57 | +9,144 | 14.59% | Q4 2025 | Jan 30, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 70,676 | 3,240 | 0.95% | 0.92% | 58 | -251 | -0.35% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 68,648 | 3,146 | 0.44% | 0.47% | 59 | +527 | 0.77% | Q4 2025 | Jan 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 65,485 | 3,002 | 0.04% | — | 60 | +65,485 | New | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 61,220 | 2,806 | 0.0% | 0.0% | 61 | +19,457 | 46.59% | Q4 2025 | Feb 12, 2026 |
| Sageworth Trust Co | History | No change | 61,217 | 2,806 | 0.12% | 0.12% | 62 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 60,184 | 2,759 | 0.0% | 0.0% | 63 | +7,116 | 13.41% | Q4 2025 | Feb 10, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 59,543 | 2,730 | 1.33% | 1.28% | 64 | -1,726 | -2.82% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 54,832 | 2,590 | 0.0% | 0.0% | 65 | -6,722 | -10.92% | Q4 2025 | Jan 08, 2026 |
| AlTi Global, Inc. | History | Added to | 56,120 | 2,573 | 0.06% | 0.06% | 66 | +388 | 0.7% | Q4 2025 | Feb 13, 2026 |
| VeraBank, N.A. | History | Reduced | 55,327 | 2,536 | 0.46% | 0.49% | 67 | -4,595 | -7.67% | Q4 2025 | Feb 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 54,332 | 2,491 | 1.3% | 1.29% | 68 | -3,564 | -6.16% | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | Reduced | 53,211 | 2,439 | 0.28% | 0.3% | 69 | -221 | -0.41% | Q4 2025 | Jan 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 52,179 | 2,392 | 0.01% | 0.01% | 70 | +3,538 | 7.27% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 50,847 | 2,331 | 0.05% | 0.17% | 71 | -133,719 | -72.45% | Q4 2025 | Jan 14, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 48,480 | 2,222 | 1.04% | 1.09% | 72 | -3,410 | -6.57% | Q4 2025 | Feb 04, 2026 |
| Redwood Park Advisors LLC | History | Added to | 45,587 | 2,090 | 1.42% | 0.99% | 73 | +11,258 | 32.79% | Q4 2025 | Feb 17, 2026 |
| ENTREWEALTH, LLC | History | Added to | 40,399 | 2,084 | 0.94% | 0.86% | 74 | +2,070 | 5.4% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 45,329 | 2,078 | 0.16% | 0.17% | 75 | -825 | -1.79% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 43,404 | 1,990 | 0.01% | 0.0% | 76 | +8,368 | 23.88% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Reduced | 41,925 | 1,922 | 0.0% | 0.0% | 77 | -3,113 | -6.91% | Q4 2025 | Feb 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 41,676 | 1,910 | 0.6% | 0.67% | 78 | -4,327 | -9.41% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 41,075 | 1,883 | 0.0% | 0.0% | 79 | +8,636 | 26.62% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 40,490 | 1,856 | 0.0% | 0.0% | 80 | +35,507 | 712.56% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | New | 40,260 | 1,845 | 0.02% | — | 81 | +40,260 | New | Q4 2025 | Feb 05, 2026 |
| EJMK Ventures LLC | History | New | 39,669 | 1,818 | 1.12% | — | 82 | +39,669 | New | Q4 2025 | Mar 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 38,794 | 1,778 | 0.0% | 0.0% | 83 | +14,755 | 61.38% | Q4 2025 | Mar 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 38,265 | 1,754 | 0.0% | 0.0% | 84 | -3,981 | -9.42% | Q4 2025 | Mar 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 37,825 | 1,734 | 0.0% | 0.0% | 85 | +2,543 | 7.21% | Q4 2025 | Feb 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 37,286 | 1,709 | 0.07% | 0.07% | 86 | +1,937 | 5.48% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Reduced | 34,891 | 1,599 | 0.05% | 0.05% | 87 | -70 | -0.2% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 34,663 | 1,589 | 0.02% | 0.02% | 88 | +966 | 2.87% | Q4 2025 | Jan 20, 2026 |
| Brookwood Investment Group LLC | History | New | 34,616 | 1,587 | 0.19% | — | 89 | +34,616 | New | Q4 2025 | Jan 22, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 31,873 | 1,461 | 0.05% | 0.05% | 90 | -1,117 | -3.39% | Q4 2025 | Jan 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 31,428 | 1,440 | 0.11% | 0.1% | 91 | -351 | -1.1% | Q4 2025 | Jan 23, 2026 |
| GTS SECURITIES LLC | History | New | 31,394 | 1,439 | 0.05% | — | 92 | +31,394 | New | Q4 2025 | Feb 13, 2026 |
| Stelac Advisory Services LLC | History | Added to | 30,342 | 1,391 | 0.49% | 0.31% | 93 | +10,100 | 49.9% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | Added to | 28,687 | 1,315 | 0.11% | 0.1% | 94 | +1,834 | 6.83% | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 28,565 | 1,309 | 0.0% | 0.0% | 95 | +2,394 | 9.15% | Q4 2025 | Feb 13, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 28,229 | 1,294 | 0.55% | 0.52% | 96 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 27,476 | 1,259 | 0.0% | 0.0% | 97 | -965 | -3.39% | Q4 2025 | Feb 06, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 27,381 | 1,255 | 0.23% | 0.23% | 98 | -654 | -2.33% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 25,981 | 1,198 | 0.05% | 0.08% | 99 | -2,323 | -8.21% | Q4 2025 | Feb 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 25,965 | 1,190 | 0.45% | 0.45% | 100 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 25,814 | 1,183 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 25,781 | 1,182 | 0.07% | 0.07% | 102 | -1,825 | -6.61% | Q4 2025 | Feb 04, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 25,409 | 1,165 | 0.19% | 0.2% | 103 | -2,566 | -9.17% | Q4 2025 | Feb 09, 2026 |
| Kendall Capital Management | History | Added to | 24,054 | 1,102 | 0.23% | 0.22% | 104 | +1,928 | 8.71% | Q4 2025 | Jan 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 23,890 | 1,095 | 0.0% | 0.0% | 105 | +18,583 | 350.16% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,814 | 1,091 | 0.01% | 0.02% | 106 | +864 | 3.76% | Q4 2025 | Jan 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 23,719 | 1,087 | 0.0% | 0.0% | 107 | -1,672 | -6.59% | Q4 2025 | Jan 30, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 22,281 | 1,021 | 0.13% | 0.11% | 108 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 22,149 | 1,015 | 0.0% | 0.0% | 109 | -3,572 | -13.89% | Q4 2025 | Jan 29, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 21,887 | 1,003 | 0.22% | 0.2% | 110 | +3,260 | 17.5% | Q4 2025 | Feb 09, 2026 |
| BOKF, NA | History | Reduced | 21,041 | 964 | 0.01% | 0.01% | 111 | -1,562 | -6.91% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Added to | 20,211 | 932 | 0.01% | 0.01% | 112 | +6,728 | 49.9% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,821 | 908 | 0.0% | 0.0% | 113 | -2,133 | -9.72% | Q4 2025 | Feb 13, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 19,617 | 899 | 0.4% | 0.35% | 114 | +486 | 2.54% | Q4 2025 | Feb 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 19,361 | 887 | 0.24% | 0.26% | 115 | -2,071 | -9.66% | Q4 2025 | Feb 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 19,076 | 874 | 0.06% | 0.06% | 116 | -1,042 | -5.18% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 18,991 | 870 | 0.0% | 0.0% | 117 | +2,506 | 15.2% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 18,134 | 831 | 0.0% | 0.0% | 118 | +15,000 | 478.62% | Q4 2025 | Feb 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 18,000 | 825 | 0.0% | 0.0% | 119 | -2,000 | -10.0% | Q4 2025 | Feb 09, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 17,870 | 819 | 0.43% | — | 120 | +17,870 | New | Q4 2025 | Feb 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 17,736 | 813 | 0.0% | — | 121 | +17,736 | New | Q4 2025 | Feb 18, 2026 |
| Busey Bank | History | No change | 17,510 | 802 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 16,677 | 764 | 0.0% | 0.0% | 123 | -315 | -1.85% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,487 | 756 | 0.0% | 0.0% | 125 | -17,259 | -51.14% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 16,502 | 756 | 0.01% | 0.01% | 124 | -1,110 | -6.3% | Q4 2025 | Feb 05, 2026 |
| Douglass Winthrop Advisors, LLC | History | Added to | 16,466 | 754 | 0.01% | 0.01% | 126 | +877 | 5.63% | Q4 2025 | Feb 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 15,800 | 724 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 15,655 | 717 | 0.27% | 0.26% | 128 | -105 | -0.67% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 15,254 | 699 | 0.02% | 0.0% | 129 | +14,308 | 1512.47% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 15,138 | 694 | 0.01% | 0.02% | 130 | -14,402 | -48.75% | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 14,698 | 673 | 0.1% | 0.08% | 131 | +1,933 | 15.14% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 14,636 | 671 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 14,165 | 649 | 0.06% | 0.06% | 133 | +45 | 0.32% | Q4 2025 | Jan 30, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 13,545 | 647 | 0.04% | 0.05% | 134 | -2,009 | -12.92% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 13,851 | 635 | 0.0% | 0.0% | 135 | +3,844 | 38.41% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 13,354 | 630 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Valued Retirements, Inc. | History | Reduced | 13,543 | 620 | 0.61% | 0.67% | 137 | -1,258 | -8.5% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Reduced | 13,297 | 609 | 0.0% | 0.0% | 138 | -6,249 | -31.97% | Q4 2025 | Feb 11, 2026 |
| XML Financial, LLC | History | New | 13,107 | 600 | 0.05% | — | 139 | +13,107 | New | Q4 2025 | Feb 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 12,901 | 591 | 0.01% | — | 140 | +12,901 | New | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 11,700 | 536 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 11,642 | 533 | 0.16% | 0.17% | 142 | -933 | -7.42% | Q4 2025 | Jan 28, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 11,457 | 525 | 0.15% | 0.15% | 143 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Forza Wealth Management, LLC | History | No change | 11,238 | 515 | 0.19% | 0.19% | 144 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 9,902 | 504 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GREENLEAF TRUST | History | Reduced | 10,909 | 500 | 0.0% | 0.01% | 147 | -20,244 | -64.98% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,910 | 500 | 0.0% | — | 148 | +10,910 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 10,915 | 500 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Trace Wealth Advisors, LLC | History | Reduced | 10,839 | 496 | 0.36% | 0.5% | 149 | -4,330 | -28.55% | Q4 2025 | Feb 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 10,613 | 486 | 0.03% | 0.02% | 150 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 10,400 | 476 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Capital Analysts, LLC | History | Added to | 9,966 | 457 | 0.01% | 0.01% | 152 | +3,391 | 51.57% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | No change | 9,861 | 452 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | New | 9,826 | 450 | 0.14% | — | 154 | +9,826 | New | Q4 2025 | Feb 12, 2026 |
| Clayton Financial Group LLC | History | New | 9,795 | 449 | 0.23% | — | 155 | +9,795 | New | Q4 2025 | Jan 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 9,688 | 444 | 0.06% | 0.06% | 156 | +453 | 4.91% | Q4 2025 | Jan 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,618 | 441 | 0.0% | 0.0% | 157 | +211 | 2.24% | Q4 2025 | Feb 03, 2026 |
| Well Done, LLC | History | No change | 9,430 | 432 | 0.06% | 0.07% | 158 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SEVEN MILE ADVISORY | History | No change | 9,438 | 432 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,277 | 425 | 0.0% | 0.0% | 160 | +1,604 | 20.9% | Q4 2025 | Jan 05, 2026 |
| Fort Point Capital Partners LLC | History | No change | 8,553 | 421 | 0.05% | 0.04% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 8,940 | 410 | 0.0% | 0.0% | 162 | +2,568 | 40.3% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,824 | 404 | 0.0% | 0.0% | 163 | -950 | -9.72% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,629 | 395 | 0.01% | 0.0% | 164 | +2,257 | 35.42% | Q4 2025 | Feb 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 8,487 | 389 | 0.16% | 0.14% | 165 | +721 | 9.28% | Q4 2025 | Jan 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 8,467 | 388 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 8,310 | 381 | 0.04% | 0.04% | 167 | -245 | -2.86% | Q4 2025 | Feb 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 8,305 | 380 | 0.02% | 0.03% | 168 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 8,168 | 374 | 0.31% | 0.34% | 169 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 7,920 | 363 | 0.0% | — | 170 | +7,920 | New | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,892 | 361 | 0.01% | 0.01% | 172 | -52 | -0.65% | Q4 2025 | Feb 09, 2026 |
| WASHINGTON TRUST Co | History | No change | 7,885 | 361 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7,793 | 357 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 6,550 | 335 | 0.03% | 0.03% | 174 | +45 | 0.69% | Q4 2025 | Feb 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 7,195 | 329 | 0.01% | 0.01% | 175 | -1,082 | -13.07% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Added to | 7,165 | 328 | 0.01% | 0.01% | 176 | +836 | 13.21% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,150 | 327 | 0.0% | 0.0% | 177 | +1,464 | 25.75% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 7,128 | 326 | 0.01% | 0.01% | 178 | -654 | -8.4% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | Reduced | 7,103 | 325 | 0.01% | 0.01% | 179 | -115 | -1.59% | Q4 2025 | Feb 10, 2026 |
| VestGen Investment Management | History | Reduced | 6,941 | 318 | 0.18% | 0.19% | 180 | -270 | -3.74% | Q4 2025 | Feb 18, 2026 |
| Allworth Financial LP | History | New | 6,872 | 315 | 0.0% | — | 181 | +6,872 | New | Q4 2025 | Feb 05, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,682 | 306 | 0.21% | 0.21% | 182 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 6,418 | 294 | 0.0% | 0.0% | 183 | -310 | -4.61% | Q4 2025 | Feb 05, 2026 |
| Bienville Capital Management, LLC | History | Added to | 6,343 | 290 | 0.05% | 0.05% | 184 | +27 | 0.43% | Q4 2025 | Feb 17, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 6,182 | 283 | 0.05% | 0.06% | 185 | -572 | -8.47% | Q4 2025 | Feb 10, 2026 |
| Cannell & Spears LLC | History | New | 6,053 | 277 | 0.01% | — | 186 | +6,053 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 5,902 | 270 | 0.0% | 0.01% | 187 | +226 | 3.98% | Q4 2025 | Mar 12, 2026 |
| US BANCORP \DE\ | History | Added to | 5,873 | 269 | 0.0% | 0.0% | 188 | +262 | 4.67% | Q4 2025 | Jan 30, 2026 |
| F/m Investments LLC | History | No change | 5,879 | 269 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 5,851 | 268 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Nolet Wealth Management, LLC | History | New | 5,650 | 259 | 0.14% | — | 191 | +5,650 | New | Q4 2025 | Feb 27, 2026 |
| AWM CAPITAL, LLC | History | Added to | 5,628 | 258 | 0.02% | 0.02% | 192 | +38 | 0.68% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | No change | 5,600 | 257 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 5,585 | 256 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Essex Bank | History | Reduced | 5,537 | 253 | 0.05% | 0.06% | 195 | -289 | -4.96% | Q4 2025 | Feb 02, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,326 | 244 | 0.01% | 0.01% | 196 | +8 | 0.15% | Q4 2025 | Jan 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,300 | 243 | 0.0% | 0.0% | 197 | -11,000 | -67.48% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 5,277 | 241 | 0.0% | 0.0% | 198 | +314 | 6.33% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5,273 | 241 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | No change | 5,175 | 237 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Vavra Capital Management, LLC | History | New | 5,000 | 229 | 0.22% | — | 202 | +5,000 | New | Q4 2025 | Jan 22, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 5,015 | 229 | 0.21% | 0.2% | 201 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 4,970 | 227 | 0.1% | 0.09% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Carter Financial Group, INC. | History | Reduced | 4,863 | 222 | 0.13% | 0.13% | 204 | -217 | -4.27% | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 4,708 | 215 | 0.02% | 0.02% | 205 | +33 | 0.71% | Q4 2025 | Jan 07, 2026 |
| Plancorp, LLC | History | No change | 4,669 | 214 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 4,664 | 213 | 0.01% | — | 207 | +4,664 | New | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,611 | 211 | 0.0% | — | 208 | +4,611 | New | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | New | 4,578 | 209 | 0.01% | — | 209 | +4,578 | New | Q4 2025 | Jan 20, 2026 |
| Bank of New York Mellon Corp | History | New | 4,518 | 207 | 0.0% | — | 210 | +4,518 | New | Q4 2025 | Feb 10, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | New | 4,486 | 205 | 0.03% | — | 211 | +4,486 | New | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 4,446 | 203 | 0.01% | — | 212 | +4,446 | New | Q4 2025 | Jan 23, 2026 |
| Grove Bank & Trust | History | New | 3,180 | 145 | 0.02% | — | 213 | +3,180 | New | Q4 2025 | Jan 08, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 2,612 | 129 | 0.01% | 0.01% | 214 | -199 | -7.08% | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | No change | 2,644 | 121 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CNB Bank | History | No change | 2,150 | 98 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Community Bank, N.A. | History | Reduced | 2,060 | 94 | 0.01% | 0.01% | 217 | -425 | -17.1% | Q4 2025 | Feb 04, 2026 |
| Key FInancial Inc | History | Reduced | 2,032 | 93 | 0.02% | 0.02% | 218 | -21 | -1.02% | Q4 2025 | Feb 09, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 2,014 | 92 | 0.06% | 0.06% | 220 | +136 | 7.24% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,017 | 92 | 0.0% | 0.0% | 219 | +1 | 0.05% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,613 | 73 | 0.0% | 0.0% | 221 | +87 | 5.7% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,419 | 65 | 0.0% | 0.0% | 222 | -14 | -0.98% | Q4 2025 | Feb 12, 2026 |
| Caldwell Trust Co | History | Added to | 1,383 | 63 | 0.01% | 0.0% | 223 | +686 | 98.42% | Q4 2025 | Jan 30, 2026 |
| Legacy Bridge, LLC | History | No change | 1,182 | 54 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,138 | 52 | 0.0% | 0.0% | 225 | +111 | 10.81% | Q4 2025 | Feb 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 1,046 | 47 | 0.0% | — | 226 | +1,046 | New | Q4 2025 | Feb 05, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 1,000 | 45 | 0.13% | 0.12% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 950 | 43 | 0.0% | — | 228 | +950 | New | Q4 2025 | Feb 13, 2026 |
| Security National Bank | History | New | 945 | 43 | 0.01% | — | 229 | +945 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Added to | 918 | 42 | 0.0% | 0.0% | 230 | +4 | 0.44% | Q4 2025 | Feb 06, 2026 |
| Independence Bank of Kentucky | History | Reduced | 915 | 41 | 0.01% | 0.01% | 231 | -100 | -9.85% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 770 | 35 | 0.0% | 0.0% | 232 | +5 | 0.65% | Q4 2025 | Feb 13, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 747 | 34 | 0.02% | 0.05% | 233 | -940 | -55.72% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 636 | 29 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 648 | 29 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 589 | 27 | 0.0% | 0.0% | 236 | -183 | -23.7% | Q4 2025 | Jan 26, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 607 | 27 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | New | 490 | 22 | 0.0% | — | 239 | +490 | New | Q4 2025 | Feb 05, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 500 | 22 | 0.0% | 0.0% | 238 | -105 | -17.36% | Q4 2025 | Jan 29, 2026 |
| Kentucky Trust Co | History | No change | 493 | 22 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 447 | 20 | 0.0% | — | 241 | +447 | New | Q4 2025 | Feb 12, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 350 | 16 | 0.02% | — | 244 | +350 | New | Q4 2025 | Feb 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 350 | 16 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 338 | 16 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 318 | 14 | 0.0% | — | 245 | +318 | New | Q4 2025 | Feb 10, 2026 |
| UNION SAVINGS BANK | History | New | 255 | 11 | 0.0% | — | 247 | +255 | New | Q4 2025 | Mar 06, 2026 |
| Triumph Capital Management | History | New | 250 | 11 | 0.0% | — | 246 | +250 | New | Q4 2025 | Feb 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 214 | 9 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Activest Wealth Management | History | Added to | 185 | 8 | 0.0% | 0.0% | 250 | +1 | 0.54% | Q4 2025 | Jan 30, 2026 |
| Fortis Group Advisors, LLC | History | No change | 184 | 8 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 174 | 7 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 137 | 6 | 0.0% | — | 252 | +137 | New | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | New | 137 | 6 | 0.0% | — | 254 | +137 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 135 | 6 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Avion Wealth | History | No change | 144 | 6 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 111 | 5 | 0.0% | 0.0% | 256 | +43 | 63.24% | Q4 2025 | Jan 26, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Reduced | 101 | 4 | 0.01% | 0.0% | 258 | -13 | -11.4% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 105 | 4 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dogwood Wealth Management LLC | History | No change | 103 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | New | 79 | 3 | 0.0% | — | 262 | +79 | New | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 69 | 3 | 0.0% | — | 265 | +69 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 68 | 3 | 0.0% | — | 263 | +68 | New | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 82 | 3 | 0.0% | 0.0% | 260 | -10 | -10.87% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 68 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Basepoint Wealth LLC | History | New | 62 | 2 | 0.0% | — | 269 | +62 | New | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Advisors | History | New | 61 | 2 | 0.0% | — | 267 | +61 | New | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 61 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Dunhill Financial, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 39 | 1 | 0.0% | 0.0% | 270 | -14,961 | -99.74% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 30 | 1 | 0.0% | 0.0% | 271 | -362 | -92.35% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | New | 32 | 1 | 0.0% | — | 274 | +32 | New | Q4 2025 | Jan 28, 2026 |
| Quarry LP | History | New | 30 | 1 | 0.0% | — | 275 | +30 | New | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | New | 28 | 1 | 0.0% | — | 276 | +28 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 37 | 1 | 0.0% | — | 272 | +26 | 236.36% | Q4 2025 | Jan 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,721 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -53,388 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthcare Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -25,691 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Custos Family Office, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -17,870 | -100.0% | Q3 2025 | Oct 16, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,853 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,106 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,624 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,505 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -5,107 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Herold Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,873 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FIFTH THIRD BANCORP | History | Reduced | 16 | 0 | — | 0.0% | — | -1,402 | -98.87% | Q4 2025 | Feb 02, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,378 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Heritage Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14 | 0 | — | — | — | +7 | 100.0% | Q4 2025 | Feb 06, 2026 |
| Park Square Financial Group, LLC | History | Added to | 15 | 0 | — | — | — | +5 | 50.0% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |