DBX ETF TRUST - HDEF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 27,590,619 | 855,033 | 0.13% | 0.14% | 1 | -1,780,992 | -6.06% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,871,729 | 58,004 | 0.24% | — | 2 | +1,871,729 | New | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,835,107 | 56,869 | 0.09% | 0.09% | 3 | +3,303 | 0.18% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,800,573 | 55,905 | 0.08% | 0.08% | 4 | +112,953 | 6.69% | Q4 2025 | Jan 08, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 1,778,177 | 55,105 | 7.29% | 7.11% | 5 | -6,843 | -0.38% | Q4 2025 | Jan 22, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 1,341,902 | 41,586 | 1.17% | 0.7% | 6 | +961,145 | 252.43% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 1,285,847 | 39,848 | 0.0% | 0.0% | 7 | +60,254 | 4.92% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,097,598 | 34,014 | 0.0% | 0.0% | 8 | +105,663 | 10.65% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 992,462 | 30,756 | 0.75% | 0.72% | 9 | +23,547 | 2.43% | Q4 2025 | Jan 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 873,483 | 27,069 | 0.0% | 0.0% | 10 | -3,601 | -0.41% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 785,991 | 24,357 | 0.01% | 0.0% | 11 | +226,472 | 40.48% | Q4 2025 | Feb 11, 2026 |
| Allen Investment Management, LLC | History | New | 596,285 | 18,502 | 0.2% | — | 12 | +596,285 | New | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 548,178 | 16,988 | 0.0% | 0.0% | 13 | -214,056 | -28.08% | Q4 2025 | Jan 29, 2026 |
| TSFG, LLC | History | Added to | 475,838 | 14,746 | 2.2% | 1.42% | 14 | +172,578 | 56.91% | Q4 2025 | Feb 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 462,730 | 14,340 | 0.18% | 0.18% | 15 | +20,407 | 4.61% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 415,862 | 12,887 | 0.0% | — | 16 | +415,862 | New | Q4 2025 | Feb 17, 2026 |
| Columbus Macro, LLC | History | Reduced | 402,069 | 12,460 | 1.36% | 1.39% | 17 | -11,950 | -2.89% | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 395,864 | 12,267 | 0.0% | 0.0% | 18 | -126,012 | -24.15% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 365,685 | 11,332 | 0.02% | 0.02% | 19 | +15,413 | 4.4% | Q4 2025 | Mar 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 338,763 | 10,498 | 0.02% | 0.0% | 20 | +326,543 | 2672.2% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 334,070 | 10,352 | 0.01% | 0.01% | 21 | -10,664 | -3.09% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 309,433 | 9,589 | 0.12% | 0.11% | 22 | +17,822 | 6.11% | Q4 2025 | Jan 26, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 308,635 | 9,564 | 0.16% | 0.15% | 23 | +23,782 | 8.35% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 304,530 | 9,437 | 0.07% | 0.08% | 24 | -30,723 | -9.16% | Q4 2025 | Feb 12, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 295,184 | 9,147 | 2.36% | 2.25% | 25 | +7,506 | 2.61% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 285,354 | 8,843 | 0.0% | 0.0% | 26 | +39,620 | 16.12% | Q4 2025 | Feb 11, 2026 |
| White Pine Investment CO | History | Reduced | 252,875 | 7,837 | 1.85% | 1.77% | 27 | -317 | -0.13% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Reduced | 204,917 | 6,350 | 0.01% | 0.01% | 28 | -2,262 | -1.09% | Q4 2025 | Jan 23, 2026 |
| CSM Advisors, LLC | History | Added to | 185,973 | 5,762 | 0.16% | 0.12% | 29 | +42,238 | 29.39% | Q4 2025 | Feb 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 171,549 | 5,316 | 0.31% | 0.49% | 30 | +3,336 | 1.98% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 155,671 | 4,824 | 0.01% | 0.01% | 31 | +154 | 0.1% | Q4 2025 | Feb 06, 2026 |
| Paller Financial Services Inc | History | New | 150,902 | 4,676 | 3.75% | — | 32 | +150,902 | New | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 149,902 | 4,645 | 0.01% | 0.01% | 33 | -17,006 | -10.19% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 142,701 | 4,422 | 0.0% | 0.0% | 34 | +24,281 | 20.5% | Q4 2025 | Feb 18, 2026 |
| SWS Partners | History | Added to | 1,254,423 | 3,887 | 0.94% | 0.93% | 35 | +1,125,141 | 870.3% | Q4 2025 | Jan 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 118,116 | 3,660 | 0.0% | 0.0% | 36 | +73,481 | 164.63% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 115,121 | 3,567 | 0.0% | 0.0% | 37 | +73,634 | 177.49% | Q4 2025 | Feb 17, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 97,944 | 3,035 | 0.21% | 0.28% | 38 | -41,252 | -29.64% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 95,598 | 2,962 | 0.0% | 0.0% | 39 | -9,413 | -8.96% | Q4 2025 | Feb 13, 2026 |
| Indivisible Partners | History | New | 88,650 | 2,747 | 0.3% | — | 40 | +88,650 | New | Q4 2025 | Feb 03, 2026 |
| REGIONS FINANCIAL CORP | History | New | 80,073 | 2,481 | 0.02% | — | 41 | +80,073 | New | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 76,090 | 2,358 | 0.0% | 0.0% | 42 | -21,770 | -22.25% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 75,979 | 2,354 | 0.0% | — | 43 | +75,979 | New | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 68,808 | 2,132 | 0.15% | 0.15% | 44 | -325 | -0.47% | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 67,071 | 2,078 | 0.07% | 0.07% | 45 | -11,522 | -14.66% | Q4 2025 | Jan 09, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 66,665 | 2,065 | 1.71% | 1.63% | 46 | -985 | -1.46% | Q4 2025 | Feb 13, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 55,295 | 1,713 | 0.19% | 0.19% | 47 | +1,039 | 1.91% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 53,076 | 1,644 | 0.0% | 0.0% | 48 | +4,805 | 9.95% | Q4 2025 | Feb 17, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 52,144 | 1,615 | 0.57% | 0.57% | 49 | -3,187 | -5.76% | Q4 2025 | Feb 10, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 50,980 | 1,579 | 0.19% | 0.28% | 50 | -26,330 | -34.06% | Q4 2025 | Jan 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 42,580 | 1,319 | 0.0% | 0.0% | 51 | -6,354 | -12.98% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 36,814 | 1,140 | 0.02% | 0.02% | 52 | +1,537 | 4.36% | Q4 2025 | Mar 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 34,273 | 1,062 | 0.02% | 0.02% | 53 | -884 | -2.51% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 33,710 | 1,044 | 0.0% | 0.0% | 54 | +7,582 | 29.02% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 33,261 | 1,030 | 0.02% | 0.04% | 55 | -11,175 | -25.15% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 32,163 | 996 | 0.02% | 0.02% | 56 | +1,443 | 4.7% | Q4 2025 | Feb 06, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 29,459 | 912 | 0.02% | 0.02% | 57 | -1,349 | -4.38% | Q4 2025 | Jan 07, 2026 |
| FMR LLC | History | Added to | 29,005 | 898 | 0.0% | 0.0% | 58 | +2,228 | 8.32% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 28,735 | 890 | 0.01% | 0.01% | 59 | -200 | -0.69% | Q4 2025 | Feb 13, 2026 |
| 5T Wealth, LLC | History | Added to | 27,602 | 855 | 0.34% | 0.28% | 60 | +5,585 | 25.37% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 27,534 | 853 | 0.0% | 0.0% | 61 | -162 | -0.58% | Q4 2025 | Feb 18, 2026 |
| GLENMEDE TRUST CO NA | History | New | 23,900 | 740 | 0.0% | — | 62 | +23,900 | New | Q4 2025 | Feb 17, 2026 |
| Austin Wealth Management, LLC | History | Added to | 23,670 | 731 | 0.11% | 0.1% | 63 | +1,539 | 6.95% | Q4 2025 | Jan 26, 2026 |
| PFG Advisors | History | Reduced | 20,642 | 639 | 0.03% | 0.03% | 64 | -512 | -2.42% | Q4 2025 | Jan 27, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 19,226 | 598 | 0.01% | 0.01% | 65 | +12,021 | 166.84% | Q4 2025 | Jan 08, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 18,968 | 587 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Navis Wealth Advisors, LLC | History | New | 17,800 | 551 | 0.23% | — | 67 | +17,800 | New | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 17,388 | 538 | 0.02% | 0.04% | 68 | -17,960 | -50.81% | Q4 2025 | Feb 13, 2026 |
| TBH Global Asset Management, LLC | History | New | 17,076 | 529 | 0.09% | — | 69 | +17,076 | New | Q4 2025 | Jan 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 16,674 | 516 | 0.06% | 0.04% | 70 | +5,979 | 55.9% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 16,212 | 502 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,058 | 466 | 0.0% | 0.0% | 72 | +4,292 | 39.87% | Q4 2025 | Feb 17, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 14,204 | 440 | 0.31% | — | 73 | +14,204 | New | Q4 2025 | Feb 13, 2026 |
| GDS Wealth Management | History | Added to | 13,975 | 433 | 0.03% | 0.02% | 74 | +1,476 | 11.81% | Q4 2025 | Feb 02, 2026 |
| FOCUSED ALPHA, LLC | History | New | 13,136 | 407 | 0.12% | — | 75 | +13,136 | New | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,952 | 401 | 0.0% | 0.0% | 76 | +3,573 | 38.1% | Q4 2025 | Feb 03, 2026 |
| FDx Advisors, Inc. | History | Reduced | 12,581 | 390 | 0.2% | 0.11% | 77 | -71 | -0.56% | Q4 2025 | Feb 10, 2026 |
| Patten Group, Inc. | History | Added to | 12,337 | 382 | 0.07% | 0.06% | 78 | +1,811 | 17.21% | Q4 2025 | Jan 23, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 12,319 | 381 | 0.0% | 0.0% | 79 | -1,413 | -10.29% | Q4 2025 | Feb 13, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 12,256 | 379 | 0.27% | — | 81 | +12,256 | New | Q4 2025 | Jan 26, 2026 |
| Headland Capital, LLC | History | Added to | 12,241 | 379 | 0.11% | 0.1% | 80 | +3 | 0.02% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Reduced | 11,991 | 371 | 0.0% | 0.03% | 82 | -596,285 | -98.03% | Q4 2025 | Mar 09, 2026 |
| REDW Wealth LLC | History | New | 11,860 | 367 | 0.14% | — | 83 | +11,860 | New | Q4 2025 | Jan 28, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 11,874 | 367 | 0.15% | 0.11% | 84 | +3,357 | 39.42% | Q4 2025 | Jan 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 10,988 | 340 | 0.01% | 0.01% | 85 | -10,991 | -50.01% | Q4 2025 | Jan 16, 2026 |
| ENTREWEALTH, LLC | History | Added to | 10,068 | 334 | 0.15% | 0.14% | 86 | +1,088 | 12.12% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 10,655 | 330 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | No change | 10,523 | 326 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 9,934 | 307 | 0.0% | 0.01% | 89 | -9,710 | -49.43% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,810 | 304 | 0.0% | 0.0% | 90 | +45 | 0.46% | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 9,338 | 289 | 0.02% | 0.03% | 91 | -1,537 | -14.13% | Q4 2025 | Jan 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,564 | 265 | 0.0% | 0.0% | 92 | +1,179 | 15.96% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | No change | 8,511 | 263 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,302 | 257 | 0.0% | 0.0% | 94 | +2,970 | 55.7% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,324 | 257 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 8,130 | 251 | 0.02% | 0.03% | 97 | -1,323 | -14.0% | Q4 2025 | Jan 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 8,130 | 251 | 0.12% | 0.12% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,987 | 247 | 0.0% | 0.0% | 98 | -74 | -0.92% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Group, LLC | History | No change | 7,739 | 239 | 0.11% | 0.11% | 99 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Capital Investment Advisors, LLC | History | New | 6,966 | 215 | 0.0% | — | 100 | +6,966 | New | Q4 2025 | Jan 13, 2026 |
| Focus Partners Wealth | History | New | 6,880 | 213 | 0.0% | — | 101 | +6,880 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | New | 6,770 | 209 | 0.0% | — | 102 | +6,770 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 5,814 | 180 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 5,635 | 174 | 0.02% | — | 104 | +5,635 | New | Q4 2025 | Jan 27, 2026 |
| Lodestone Wealth Management LLC | History | New | 5,321 | 164 | 0.07% | — | 105 | +5,321 | New | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,497 | 139 | 0.0% | — | 106 | +4,497 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 4,283 | 133 | 0.0% | 0.0% | 107 | +433 | 11.25% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,996 | 123 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 3,325 | 103 | 0.0% | — | 109 | +3,325 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,794 | 86 | 0.0% | 0.0% | 110 | -696 | -19.94% | Q4 2025 | Feb 17, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,756 | 85 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | No change | 2,504 | 77 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,796 | 55 | 0.0% | 0.0% | 113 | +74 | 4.3% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,750 | 54 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| North Star Investment Management Corp. | History | No change | 1,621 | 50 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,441 | 44 | 0.0% | 0.0% | 116 | -73 | -4.82% | Q4 2025 | Jan 23, 2026 |
| Red Tortoise LLC | History | Added to | 718 | 22 | 0.01% | 0.01% | 117 | +4 | 0.56% | Q4 2025 | Jan 22, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 708 | 21 | 0.0% | 0.0% | 118 | +1 | 0.14% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 670 | 20 | 0.0% | — | 119 | +670 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 635 | 19 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 601 | 18 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 504 | 15 | 0.01% | — | 125 | +504 | New | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 503 | 15 | 0.01% | — | 124 | +503 | New | Q4 2025 | Jan 23, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 511 | 15 | 0.09% | 0.03% | 123 | -20 | -3.77% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 500 | 15 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | No change | 435 | 13 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | No change | 321 | 9 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 268 | 8 | 0.0% | — | 129 | +263 | 5260.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | No change | 266 | 8 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 226 | 7 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | New | 121 | 3 | 0.0% | — | 131 | +121 | New | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -47,703 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Orin Green Financial, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -11,596 | -100.0% | Q3 2025 | Oct 28, 2025 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,873 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,523 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,640 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,166 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -541 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -239 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 11, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |