iSHARES TRUST - HEFA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 50,393,002 | 2,084,254 | 0.26% | 0.24% | 1 | +1,102,706 | 2.24% | Q4 2025 | Mar 25, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 5,656,741 | 233,962 | 3.02% | 2.94% | 2 | +147,435 | 2.68% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,904,775 | 202,667 | 0.05% | 0.05% | 3 | -840,352 | -14.63% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,358,608 | 180,272 | 0.01% | 0.01% | 4 | -708,033 | -13.97% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 3,630,089 | 150,140 | 0.01% | 0.01% | 5 | +404,076 | 12.53% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 3,622,801 | 149,839 | 0.04% | 0.04% | 6 | +49,181 | 1.38% | Q4 2025 | Feb 11, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 3,553,862 | 146,987 | 1.44% | 2.22% | 7 | -640,907 | -15.28% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,552,545 | 146,933 | 0.09% | 0.09% | 8 | +128,437 | 3.75% | Q4 2025 | Feb 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 3,524,238 | 145,762 | 0.88% | 1.09% | 9 | -305,183 | -7.97% | Q4 2025 | Feb 17, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 3,470,264 | 143,530 | 3.82% | 4.39% | 10 | -575,174 | -14.22% | Q4 2025 | Jan 22, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 3,442,271 | 142,372 | 5.31% | 5.25% | 11 | +107,544 | 3.22% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,712,794 | 112,201 | 1.89% | 1.28% | 12 | +918,738 | 51.21% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,490,895 | 103,023 | 0.83% | 0.95% | 13 | +95,434 | 3.98% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,105,977 | 87,103 | 0.02% | 0.02% | 14 | -121,218 | -5.44% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,990,440 | 82,324 | 0.01% | 0.01% | 15 | +2,598 | 0.13% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,822,186 | 75,365 | 0.01% | 0.0% | 16 | +49,735 | 2.81% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,449,141 | 59,936 | 0.02% | 0.06% | 17 | -3,784,751 | -72.31% | Q4 2025 | Feb 10, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 1,426,001 | 58,979 | 3.16% | 3.14% | 18 | -8,507 | -0.59% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,357,783 | 56,168 | 0.08% | 0.08% | 19 | -8,306 | -0.61% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,346,942 | 55,709 | 0.06% | 0.06% | 20 | -52,942 | -3.78% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,259,083 | 52,075 | 0.13% | 0.12% | 21 | +101,169 | 8.74% | Q4 2025 | Feb 13, 2026 |
| Jordan Park Group LLC | History | Reduced | 1,006,633 | 41,634 | 2.41% | 2.36% | 22 | -37,763 | -3.62% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 1,005,341 | 41,580 | 0.01% | 0.01% | 23 | -15,548 | -1.52% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 989,461 | 40,924 | 0.05% | 0.05% | 24 | +38,218 | 4.02% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 945,472 | 39,104 | 0.02% | 0.02% | 25 | +83,882 | 9.74% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 876,190 | 36,239 | 0.01% | 0.02% | 26 | -437,240 | -33.29% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Reduced | 821,494 | 33,977 | 0.04% | 0.04% | 27 | -55,898 | -6.37% | Q4 2025 | Jan 30, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 810,326 | 33,515 | 7.24% | 7.14% | 28 | -14,046 | -1.7% | Q4 2025 | Jan 23, 2026 |
| Verde Capital Management | History | Added to | 774,533 | 32,034 | 6.83% | 6.31% | 29 | +55,519 | 7.72% | Q4 2025 | Feb 06, 2026 |
| SACHEM HILL LLC | History | Added to | 695,650 | 28,772 | 5.59% | 5.33% | 30 | +22,403 | 3.33% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 632,100 | 26,143 | 0.05% | 0.05% | 31 | -13,326 | -2.06% | Q4 2025 | Mar 16, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 519,911 | 21,503 | 7.03% | 7.25% | 32 | -2,037 | -0.39% | Q4 2025 | Jan 15, 2026 |
| Crumly & Associates Inc. | History | Added to | 454,722 | 18,807 | 3.95% | 3.8% | 33 | +16,220 | 3.7% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 448,039 | 18,531 | 0.05% | 0.05% | 34 | +1,809 | 0.41% | Q4 2025 | Feb 05, 2026 |
| BOKF, NA | History | Added to | 440,088 | 18,202 | 0.28% | 0.26% | 35 | +11,505 | 2.68% | Q4 2025 | Feb 03, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 435,920 | 18,029 | 4.81% | 5.0% | 36 | -16,817 | -3.71% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 435,430 | 18,009 | 0.02% | 0.03% | 37 | -146,224 | -25.14% | Q4 2025 | Feb 12, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 434,568 | 17,973 | 11.8% | 10.95% | 38 | +2,933 | 0.68% | Q4 2025 | Jan 22, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 433,765 | 17,940 | 0.4% | 0.39% | 39 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Csenge Advisory Group | History | Added to | 375,672 | 15,537 | 0.7% | 0.58% | 40 | +70,738 | 23.2% | Q4 2025 | Feb 06, 2026 |
| Denver PWM, LLC | History | No change | 404,319 | 15,347 | 5.13% | 4.78% | 41 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 344,620 | 14,253 | 0.0% | — | 42 | +344,620 | New | Q4 2025 | Feb 17, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 343,386 | 14,202 | 2.88% | 2.78% | 43 | +8,968 | 2.68% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 340,828 | 14,069 | 0.04% | 0.04% | 44 | -5,557 | -1.6% | Q4 2025 | Feb 10, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 332,591 | 13,755 | 9.4% | 10.43% | 45 | +8,096 | 2.49% | Q4 2025 | Jan 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 327,606 | 13,549 | 0.17% | 0.18% | 46 | -24,870 | -7.06% | Q4 2025 | Jan 21, 2026 |
| Modern Wealth Management, LLC | History | Added to | 323,563 | 13,382 | 0.24% | 0.25% | 47 | +2,081 | 0.65% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 298,339 | 12,339 | 0.38% | 0.35% | 48 | +11,242 | 3.92% | Q4 2025 | Feb 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 291,014 | 12,036 | 0.03% | 0.04% | 49 | -118,256 | -28.89% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 276,404 | 11,432 | 0.0% | 0.0% | 50 | +10,907 | 4.11% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 270,886 | 11,203 | 0.04% | — | 51 | +270,886 | New | Q4 2025 | Feb 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 260,034 | 10,755 | 3.76% | 3.37% | 52 | +30,003 | 13.04% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 252,437 | 10,440 | 0.01% | 0.01% | 53 | +44,191 | 21.22% | Q4 2025 | Feb 17, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 250,964 | 10,379 | 2.41% | 1.88% | 54 | +2,938 | 1.18% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 250,000 | 10,340 | 0.0% | 0.0% | 55 | +175,000 | 233.33% | Q4 2025 | Feb 11, 2026 |
| NEPC LLC | History | Added to | 241,150 | 9,973 | 0.21% | 0.25% | 56 | +3,323 | 1.4% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 239,665 | 9,930 | 0.02% | 0.02% | 57 | +23,244 | 10.74% | Q4 2025 | Feb 05, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 233,384 | 9,652 | 6.87% | — | 58 | +233,384 | New | Q4 2025 | Feb 13, 2026 |
| Cyr Financial Inc. | History | Added to | 230,857 | 9,548 | 5.95% | 5.75% | 59 | +18,241 | 8.58% | Q4 2025 | Jan 16, 2026 |
| CX Institutional | History | Reduced | 228,028 | 9,431 | 0.28% | 0.28% | 60 | -5,280 | -2.26% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 224,995 | 9,305 | 0.17% | 0.16% | 61 | +40,152 | 21.72% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 222,781 | 9,214 | 0.1% | 0.13% | 62 | +6,672 | 3.09% | Q4 2025 | Jan 23, 2026 |
| Darrow Company, Inc. | History | Reduced | 222,307 | 9,194 | 4.13% | 4.22% | 63 | -1,763 | -0.79% | Q4 2025 | Jan 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 221,415 | 9,157 | 0.33% | 0.34% | 64 | -6,809 | -2.98% | Q4 2025 | Feb 02, 2026 |
| Weaver Capital Management LLC | History | Reduced | 219,011 | 9,058 | 1.91% | 1.91% | 65 | -4,356 | -1.95% | Q4 2025 | Jan 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 212,935 | 8,806 | 0.17% | 0.16% | 66 | +7,723 | 3.76% | Q4 2025 | Feb 12, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 202,951 | 8,394 | 0.78% | 0.59% | 67 | +45,035 | 28.52% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 201,920 | 8,351 | 0.08% | 0.08% | 68 | +133 | 0.07% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 199,263 | 8,241 | 0.02% | 0.02% | 69 | +13,276 | 7.14% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 191,536 | 7,921 | 0.01% | 0.01% | 70 | +3,241 | 1.72% | Q4 2025 | Feb 11, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 159,322 | 6,592 | 5.56% | — | 71 | +159,322 | New | Q4 2025 | Jan 20, 2026 |
| RFG Advisory, LLC | History | Added to | 157,919 | 6,531 | 0.12% | 0.12% | 72 | +5,482 | 3.6% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 156,767 | 6,483 | 0.03% | 0.03% | 73 | +13,437 | 9.37% | Q4 2025 | Feb 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 148,161 | 6,127 | 1.71% | 1.72% | 74 | -9,448 | -5.99% | Q4 2025 | Jan 13, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 147,932 | 6,118 | 1.57% | 1.54% | 75 | -2,107 | -1.4% | Q4 2025 | Jan 22, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 143,408 | 5,931 | 4.97% | 3.79% | 76 | +21,160 | 17.31% | Q4 2025 | Jan 28, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 139,839 | 5,783 | 1.56% | 1.35% | 77 | +24,627 | 21.38% | Q4 2025 | Feb 09, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 139,561 | 5,772 | 5.08% | — | 78 | +139,561 | New | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 139,508 | 5,770 | 0.14% | 0.11% | 79 | +26,193 | 23.12% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Added to | 136,003 | 5,625 | 0.0% | 0.0% | 80 | +2,814 | 2.11% | Q4 2025 | Feb 13, 2026 |
| Summit Asset Management, LLC | History | No change | 135,870 | 5,619 | 0.8% | 0.83% | 81 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 130,408 | 5,529 | 0.01% | 0.01% | 82 | -3,985 | -2.97% | Q4 2025 | Jan 08, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 131,450 | 5,436 | 1.76% | 1.85% | 83 | -12,356 | -8.59% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 120,051 | 4,965 | 0.0% | 0.0% | 84 | +1,430 | 1.21% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 118,406 | 4,897 | 0.03% | 0.03% | 85 | +7,338 | 6.61% | Q4 2025 | Feb 12, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 117,285 | 4,850 | 1.89% | 1.64% | 86 | +14,834 | 14.48% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 117,221 | 4,848 | 0.03% | 0.08% | 87 | -252,777 | -68.32% | Q4 2025 | Jan 29, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 112,937 | 4,776 | 3.21% | 2.84% | 88 | -1,139 | -1.0% | Q4 2025 | Jan 21, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 114,975 | 4,755 | 1.08% | 1.14% | 89 | -2,900 | -2.46% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 110,655 | 4,713 | 0.73% | 0.69% | 90 | +5,091 | 4.82% | Q4 2025 | Feb 02, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 113,274 | 4,685 | 2.89% | 3.0% | 91 | -4,680 | -3.97% | Q4 2025 | Jan 07, 2026 |
| FIDUCIARY TRUST CO | History | No change | 112,698 | 4,661 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Friedenthal Financial | History | Reduced | 112,097 | 4,636 | 2.38% | 2.3% | 93 | -373 | -0.33% | Q4 2025 | Jan 27, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 105,021 | 4,453 | 0.18% | 0.17% | 94 | +3,274 | 3.22% | Q4 2025 | Jan 09, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 106,609 | 4,409 | 1.92% | 1.84% | 95 | +2,608 | 2.51% | Q4 2025 | Jan 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 104,753 | 4,332 | 0.07% | 0.09% | 96 | +2,852 | 2.8% | Q4 2025 | Feb 19, 2026 |
| Traveka Wealth, LLC | History | Reduced | 102,306 | 4,231 | 1.72% | 1.89% | 97 | -4,447 | -4.17% | Q4 2025 | Jan 08, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 101,859 | 4,212 | 0.3% | — | 98 | +101,859 | New | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | Added to | 101,026 | 4,178 | 0.12% | 0.11% | 99 | +4,749 | 4.93% | Q4 2025 | Jan 30, 2026 |
| CVFG LLC | History | Reduced | 97,382 | 4,027 | 2.76% | 2.79% | 100 | -163 | -0.17% | Q4 2025 | Feb 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 97,209 | 4,020 | 0.24% | 0.24% | 101 | -2,868 | -2.87% | Q4 2025 | Feb 10, 2026 |
| MATTERS CAPITAL LLC | History | New | 96,271 | 3,981 | 3.26% | — | 102 | +96,271 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 95,680 | 3,957 | 0.08% | 0.11% | 103 | -22,090 | -18.76% | Q4 2025 | Feb 02, 2026 |
| Cypress Capital, LLC | History | Added to | 95,176 | 3,936 | 1.1% | 1.06% | 104 | +1,538 | 1.64% | Q4 2025 | Feb 06, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 91,148 | 3,769 | 1.32% | 1.38% | 105 | +2,757 | 3.12% | Q4 2025 | Jan 15, 2026 |
| TritonPoint Partners, LLC | History | New | 90,652 | 3,749 | 2.0% | — | 106 | +90,652 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 88,103 | 3,643 | 0.04% | 0.04% | 107 | +26,140 | 42.19% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 87,657 | 3,625 | 0.0% | 0.0% | 108 | +2,559 | 3.01% | Q4 2025 | Feb 02, 2026 |
| IHT Wealth Management, LLC | History | Added to | 83,644 | 3,459 | 0.08% | 0.08% | 109 | +1,177 | 1.43% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 81,961 | 3,389 | 0.03% | — | 110 | +81,961 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 79,047 | 3,275 | 0.0% | 0.0% | 111 | +32,077 | 68.29% | Q4 2025 | Feb 18, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 79,142 | 3,273 | 0.12% | 0.03% | 112 | +59,550 | 303.95% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 79,066 | 3,270 | 0.01% | 0.01% | 113 | +489 | 0.62% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 78,762 | 3,257 | 0.05% | 0.05% | 114 | +3,816 | 5.09% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 76,495 | 3,163 | 0.02% | 0.02% | 115 | +1,440 | 1.92% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 74,604 | 3,085 | 0.08% | 0.07% | 116 | +4,833 | 6.93% | Q4 2025 | Jan 29, 2026 |
| VERITY Wealth Advisors | History | Added to | 72,685 | 3,006 | 1.87% | 1.8% | 117 | +581 | 0.81% | Q4 2025 | Jan 07, 2026 |
| Clark Wealth Partners | History | No change | 71,133 | 2,942 | 1.79% | 1.79% | 118 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 70,980 | 2,935 | 0.16% | 0.16% | 119 | -2,523 | -3.43% | Q4 2025 | Jan 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 70,126 | 2,900 | 0.04% | 0.04% | 120 | +4,923 | 7.55% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 69,419 | 2,871 | 0.0% | 0.0% | 121 | -7,504 | -9.76% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 63,153 | 2,612 | 0.03% | 0.04% | 122 | -4,596 | -6.78% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 62,639 | 2,590 | 0.05% | 0.05% | 123 | +484 | 0.78% | Q4 2025 | Jan 14, 2026 |
| FMR LLC | History | Added to | 61,927 | 2,561 | 0.0% | 0.0% | 124 | +7,295 | 13.35% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 61,333 | 2,537 | 0.02% | 0.02% | 125 | -691 | -1.11% | Q4 2025 | Jan 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 61,026 | 2,524 | 0.08% | 0.07% | 126 | +20,642 | 51.11% | Q4 2025 | Jan 20, 2026 |
| Apella Capital, LLC | History | Reduced | 60,860 | 2,517 | 0.05% | 0.05% | 127 | -333 | -0.54% | Q4 2025 | Jan 21, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 59,670 | 2,467 | 0.15% | 0.27% | 128 | -44,204 | -42.56% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 59,313 | 2,453 | 0.01% | 0.01% | 129 | +5,029 | 9.26% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 58,964 | 2,438 | 0.01% | 0.01% | 130 | +842 | 1.45% | Q4 2025 | Feb 12, 2026 |
| Capital Developers, LLC | History | New | 57,121 | 2,362 | 2.12% | — | 131 | +57,121 | New | Q4 2025 | Jan 30, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 55,674 | 2,302 | 1.57% | 1.52% | 132 | +4,349 | 8.47% | Q4 2025 | Feb 02, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 54,946 | 2,272 | 0.62% | 0.65% | 133 | -3,251 | -5.59% | Q4 2025 | Jan 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 54,604 | 2,258 | 0.29% | 0.32% | 134 | -1,923 | -3.4% | Q4 2025 | Feb 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 53,423 | 2,209 | 0.14% | 0.13% | 135 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 51,705 | 2,138 | 0.12% | 0.16% | 136 | -15,856 | -23.47% | Q4 2025 | Jan 21, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 50,741 | 2,098 | 0.76% | 0.82% | 137 | +2,523 | 5.23% | Q4 2025 | Feb 12, 2026 |
| Shepherd Street Advisors LLC | History | New | 48,994 | 2,026 | 1.94% | — | 138 | +48,994 | New | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 48,032 | 1,986 | 0.02% | 0.02% | 139 | +15,287 | 46.68% | Q4 2025 | Jan 26, 2026 |
| Grove Bank & Trust | History | No change | 47,500 | 1,964 | 0.22% | 0.22% | 140 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 47,079 | 1,947 | 0.1% | 0.1% | 141 | +233 | 0.5% | Q4 2025 | Feb 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 45,058 | 1,863 | 0.02% | 0.02% | 142 | +1,497 | 3.44% | Q4 2025 | Jan 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 45,006 | 1,861 | 0.02% | 0.03% | 143 | -4,863 | -9.75% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Added to | 44,536 | 1,842 | 0.03% | 0.03% | 144 | +971 | 2.23% | Q4 2025 | Feb 13, 2026 |
| SB Capital Management Inc | History | New | 44,393 | 1,836 | 0.67% | — | 145 | +44,393 | New | Q4 2025 | Feb 20, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 43,949 | 1,817 | 0.61% | 0.48% | 146 | +4,043 | 10.13% | Q4 2025 | Jan 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 43,067 | 1,781 | 0.03% | 0.02% | 147 | +1,146 | 2.73% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 42,956 | 1,776 | 0.07% | 0.01% | 148 | +40,095 | 1401.43% | Q4 2025 | Feb 04, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 42,705 | 1,766 | 0.7% | 0.66% | 149 | +2,463 | 6.12% | Q4 2025 | Jan 15, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 42,401 | 1,753 | 0.18% | 0.17% | 150 | +306 | 0.73% | Q4 2025 | Feb 13, 2026 |
| Golden State Equity Partners | History | Reduced | 40,596 | 1,679 | 0.27% | 0.28% | 151 | -1,554 | -3.69% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 40,488 | 1,674 | 0.01% | 0.02% | 152 | -10,016 | -19.83% | Q4 2025 | Jan 26, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 40,405 | 1,671 | 1.1% | 1.13% | 153 | +237 | 0.59% | Q4 2025 | Feb 10, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 39,389 | 1,629 | 0.82% | 0.9% | 154 | +175 | 0.45% | Q4 2025 | Feb 23, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 37,738 | 1,560 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 37,215 | 1,539 | 0.05% | 0.04% | 156 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MRWM Advisors, LLC | History | Added to | 36,966 | 1,528 | 0.82% | 0.83% | 157 | +260 | 0.71% | Q4 2025 | Jan 26, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 35,643 | 1,474 | 0.02% | 0.02% | 158 | -66 | -0.18% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Reduced | 35,380 | 1,463 | 0.0% | 0.01% | 159 | -7,856 | -18.17% | Q4 2025 | Jan 26, 2026 |
| Firestone Capital Management | History | Added to | 35,015 | 1,448 | 0.31% | 0.28% | 160 | +2,013 | 6.1% | Q4 2025 | Feb 09, 2026 |
| Osprey Private Wealth LLC | History | New | 34,655 | 1,433 | 0.41% | — | 161 | +34,655 | New | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 34,514 | 1,427 | 0.01% | 0.01% | 162 | -10,621 | -23.53% | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 34,527 | 1,408 | 0.01% | 0.01% | 163 | -404 | -1.16% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 33,557 | 1,387 | 0.0% | 0.0% | 164 | +539 | 1.63% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 33,477 | 1,385 | 0.06% | 0.06% | 165 | +1,251 | 3.88% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 32,943 | 1,362 | 0.05% | 0.04% | 166 | +6,869 | 26.34% | Q4 2025 | Feb 17, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 31,983 | 1,322 | 0.49% | 0.43% | 167 | +2,815 | 9.65% | Q4 2025 | Jan 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 31,250 | 1,292 | 0.02% | 0.03% | 168 | -15,206 | -32.73% | Q4 2025 | Jan 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 30,763 | 1,272 | 0.0% | 0.0% | 169 | -707 | -2.25% | Q4 2025 | Mar 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 30,018 | 1,241 | 0.03% | 0.02% | 170 | +8,980 | 42.68% | Q4 2025 | Feb 13, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 28,703 | 1,187 | 0.17% | 0.16% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 28,462 | 1,178 | 0.02% | 0.02% | 172 | +3,889 | 15.83% | Q4 2025 | Feb 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 27,816 | 1,150 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 27,414 | 1,133 | 0.39% | 0.38% | 174 | -603 | -2.15% | Q4 2025 | Jan 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 26,864 | 1,111 | 0.04% | 0.05% | 175 | +139 | 0.52% | Q4 2025 | Feb 09, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 25,664 | 1,061 | 0.08% | 0.02% | 176 | +19,940 | 348.36% | Q4 2025 | Jan 13, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 25,417 | 1,051 | 0.72% | 0.46% | 177 | +8,732 | 52.33% | Q4 2025 | Jan 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 25,372 | 1,049 | 0.15% | 0.14% | 178 | +1,814 | 7.7% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 25,235 | 1,043 | 0.0% | 0.01% | 179 | -8,681 | -25.6% | Q4 2025 | Jan 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 24,932 | 1,031 | 0.0% | 1.79% | 180 | +15,201 | 156.21% | Q4 2025 | Feb 17, 2026 |
| Cedar Wealth Management, LLC | History | No change | 24,812 | 1,026 | 0.31% | 0.3% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 24,441 | 1,010 | 0.02% | 0.02% | 182 | -67 | -0.27% | Q4 2025 | Jan 16, 2026 |
| Hirtle Callaghan & Co LLC | History | New | 24,199 | 1,000 | 0.03% | — | 183 | +24,199 | New | Q4 2025 | Feb 04, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 23,955 | 990 | 0.3% | 0.29% | 184 | +112 | 0.47% | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 23,378 | 966 | 0.01% | 0.02% | 185 | -29,536 | -55.82% | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 22,886 | 946 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MA Private Wealth | History | Reduced | 22,836 | 944 | 0.16% | 1.03% | 187 | -131,108 | -85.17% | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | Added to | 22,377 | 925 | 0.01% | 0.01% | 188 | +1,680 | 8.12% | Q4 2025 | Feb 17, 2026 |
| BCR Wealth Strategies, LLC | History | New | 22,343 | 924 | 0.31% | — | 189 | +22,343 | New | Q4 2025 | Jan 23, 2026 |
| Choate Investment Advisors | History | No change | 22,056 | 912 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 21,808 | 901 | 0.06% | 0.04% | 191 | +5,428 | 33.14% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Reduced | 21,628 | 894 | 0.0% | 0.0% | 192 | -3,001 | -12.18% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 21,449 | 887 | 0.01% | 0.01% | 193 | -327 | -1.5% | Q4 2025 | Jan 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 21,386 | 885 | 0.03% | 0.03% | 194 | +1,591 | 8.04% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 20,712 | 856 | 0.01% | 0.02% | 195 | +1,022 | 5.19% | Q4 2025 | Mar 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 20,665 | 854 | 0.09% | 0.07% | 196 | +4,640 | 28.95% | Q4 2025 | Jan 27, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 20,261 | 837 | 0.32% | 0.32% | 197 | -198 | -0.97% | Q4 2025 | Feb 04, 2026 |
| Kestra Investment Management, LLC | History | Added to | 20,050 | 829 | 0.02% | 0.02% | 198 | +429 | 2.19% | Q4 2025 | Feb 09, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 19,293 | 797 | 0.03% | 0.03% | 199 | -867 | -4.3% | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | Reduced | 19,210 | 794 | 0.0% | 0.01% | 200 | -1,875 | -8.89% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 18,930 | 782 | 0.02% | 0.01% | 201 | +1,456 | 8.33% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 18,863 | 780 | 0.02% | 0.02% | 202 | -471 | -2.44% | Q4 2025 | Feb 18, 2026 |
| Berkeley, Inc | History | Added to | 18,373 | 759 | 0.24% | 0.23% | 203 | +98 | 0.54% | Q4 2025 | Jan 26, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 17,299 | 715 | 0.0% | 0.0% | 204 | +1,245 | 7.76% | Q4 2025 | Feb 06, 2026 |
| GLENMEDE TRUST CO NA | History | New | 17,152 | 709 | 0.0% | — | 205 | +17,152 | New | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 17,003 | 703 | 0.03% | 0.03% | 206 | -177 | -1.03% | Q4 2025 | Jan 21, 2026 |
| Balefire, LLC | History | Added to | 16,818 | 695 | 0.14% | 0.11% | 207 | +3,294 | 24.36% | Q4 2025 | Jan 12, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 16,437 | 680 | 0.18% | 0.17% | 208 | +481 | 3.01% | Q4 2025 | Feb 09, 2026 |
| M Wealth Management, LLC | History | Added to | 16,404 | 678 | 0.59% | 0.56% | 209 | +291 | 1.81% | Q4 2025 | Jan 29, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 16,208 | 670 | 0.04% | 0.04% | 210 | -7,671 | -32.12% | Q4 2025 | Jan 30, 2026 |
| Detalus Advisors, LLC | History | Reduced | 16,223 | 670 | 0.16% | 0.19% | 211 | -2,250 | -12.18% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Reduced | 15,834 | 654 | 0.0% | 0.0% | 212 | -347 | -2.14% | Q4 2025 | Jan 26, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 15,666 | 647 | 0.22% | 0.24% | 213 | -2,735 | -14.86% | Q4 2025 | Feb 11, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 15,558 | 643 | 0.04% | 0.04% | 214 | -716 | -4.4% | Q4 2025 | Feb 13, 2026 |
| Provident Living Financial Services, Inc. | History | New | 15,524 | 642 | 0.63% | — | 215 | +15,524 | New | Q4 2025 | Jan 21, 2026 |
| Meridian Wealth Advisors, LLC | History | New | 15,125 | 625 | 0.09% | — | 216 | +15,125 | New | Q4 2025 | Feb 17, 2026 |
| Aspen Grove Capital, LLC | History | No change | 15,025 | 621 | 0.11% | 0.1% | 217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ProVise Management Group, LLC | History | Added to | 14,853 | 614 | 0.04% | 0.04% | 218 | +1,048 | 7.59% | Q4 2025 | Jan 29, 2026 |
| Fortis Group Advisors, LLC | History | New | 14,324 | 613 | 0.1% | — | 219 | +14,324 | New | Q4 2025 | Feb 06, 2026 |
| Clark Capital Management Group, Inc. | History | New | 14,698 | 607 | 0.0% | — | 220 | +14,698 | New | Q4 2025 | Feb 17, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 14,635 | 605 | 0.31% | 0.32% | 221 | +216 | 1.5% | Q4 2025 | Feb 10, 2026 |
| HEADINVEST, LLC | History | No change | 14,580 | 603 | 0.12% | 0.12% | 222 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Daviman Financial, LLC | History | New | 14,496 | 599 | 0.35% | — | 223 | +14,496 | New | Q4 2025 | Feb 06, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 14,134 | 584 | 0.23% | 0.24% | 224 | -16 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Allie Family Office LLC | History | Added to | 14,090 | 582 | 0.27% | 0.22% | 225 | +2,457 | 21.12% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 13,897 | 574 | 0.18% | 0.76% | 226 | -46,077 | -76.83% | Q4 2025 | Jan 30, 2026 |
| MOR Wealth Management, LLC | History | New | 13,860 | 573 | 0.26% | — | 227 | +13,860 | New | Q4 2025 | Jan 15, 2026 |
| 5T Wealth, LLC | History | Reduced | 13,559 | 560 | 0.22% | 0.26% | 228 | -1,350 | -9.05% | Q4 2025 | Jan 27, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 13,380 | 553 | 0.07% | 0.08% | 229 | -1,845 | -12.12% | Q4 2025 | Feb 02, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 13,351 | 552 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 12,572 | 519 | 0.1% | 0.1% | 231 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Redwood Financial Network Corp | History | Added to | 12,387 | 512 | 0.33% | 0.3% | 232 | +300 | 2.48% | Q4 2025 | Feb 10, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 12,152 | 502 | 0.34% | 0.34% | 233 | +215 | 1.8% | Q4 2025 | Jan 29, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 12,131 | 501 | 0.02% | 0.02% | 234 | +131 | 1.09% | Q4 2025 | Jan 22, 2026 |
| Canopy Partners, LLC | History | No change | 11,970 | 495 | 0.16% | 0.16% | 235 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Reduced | 11,633 | 481 | 0.02% | 0.08% | 237 | -36,651 | -75.91% | Q4 2025 | Jan 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 11,631 | 481 | 0.0% | 0.0% | 236 | +3,076 | 35.96% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,602 | 479 | 0.01% | 0.01% | 238 | +555 | 5.02% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 11,582 | 479 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 11,114 | 459 | 0.05% | 0.39% | 240 | -103,706 | -90.32% | Q4 2025 | Jan 20, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 10,929 | 452 | 0.04% | 0.04% | 241 | -1,259 | -10.33% | Q4 2025 | Jan 23, 2026 |
| PAX Financial Group, LLC | History | Reduced | 10,792 | 446 | 0.08% | 0.14% | 242 | -9,154 | -45.89% | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 10,668 | 441 | 0.02% | 0.02% | 243 | +856 | 8.72% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Reduced | 10,612 | 438 | 0.01% | 0.02% | 244 | -1,200 | -10.16% | Q4 2025 | Feb 19, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 10,500 | 434 | 0.0% | 0.0% | 245 | -17 | -0.16% | Q4 2025 | Jan 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,475 | 433 | 0.0% | 0.0% | 246 | +3,467 | 49.47% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 10,412 | 430 | 0.02% | — | 247 | +10,412 | New | Q4 2025 | Jan 21, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,101 | 417 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hamilton Wealth, LLC | History | No change | 10,090 | 417 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,069 | 416 | 0.0% | 0.0% | 251 | -3,758 | -27.18% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 10,065 | 416 | 0.0% | 0.0% | 250 | -1,782 | -15.04% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 10,039 | 415 | 0.0% | — | 252 | +10,039 | New | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,936 | 410 | 0.0% | 0.0% | 253 | +2,396 | 31.78% | Q4 2025 | Feb 17, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 9,889 | 409 | 0.15% | 1.41% | 254 | -86,215 | -89.71% | Q4 2025 | Feb 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 9,778 | 404 | 0.0% | — | 255 | +9,778 | New | Q4 2025 | Feb 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 9,717 | 401 | 0.02% | 0.02% | 256 | -103 | -1.05% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 9,691 | 400 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cannon Wealth Management Services, LLC | History | Reduced | 9,579 | 396 | 0.28% | 0.39% | 258 | -3,514 | -26.84% | Q4 2025 | Jan 27, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 9,368 | 387 | 0.08% | 0.05% | 259 | +1,742 | 22.84% | Q4 2025 | Feb 06, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 9,167 | 379 | 0.21% | 0.23% | 261 | -178 | -1.9% | Q4 2025 | Feb 03, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 9,182 | 379 | 0.14% | 0.13% | 260 | -24 | -0.26% | Q4 2025 | Jan 22, 2026 |
| GTS SECURITIES LLC | History | Reduced | 9,129 | 377 | 0.01% | 0.05% | 263 | -21,303 | -70.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 9,131 | 377 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stokes Family Office, LLC | History | Added to | 9,054 | 374 | 0.03% | 0.03% | 264 | +248 | 2.82% | Q4 2025 | Feb 18, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 8,995 | 373 | 0.1% | 0.11% | 266 | -34 | -0.38% | Q4 2025 | Jan 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 9,019 | 373 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HB Wealth Management, LLC | History | Reduced | 8,964 | 370 | 0.0% | 0.0% | 267 | -54 | -0.6% | Q4 2025 | Jan 28, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 8,900 | 368 | 0.31% | 0.32% | 268 | -900 | -9.18% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Wealth | History | New | 8,870 | 366 | 0.0% | — | 269 | +8,870 | New | Q4 2025 | Feb 13, 2026 |
| Keebeck Wealth Management | History | Reduced | 8,845 | 365 | 0.04% | 0.05% | 270 | -2,880 | -24.56% | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 8,812 | 364 | 0.05% | 0.05% | 271 | +1,186 | 15.55% | Q4 2025 | Feb 09, 2026 |
| IFG Advisory, LLC | History | Added to | 8,764 | 362 | 0.02% | 0.02% | 272 | +177 | 2.06% | Q4 2025 | Feb 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 8,748 | 361 | 0.02% | 0.02% | 273 | -710 | -7.51% | Q4 2025 | Feb 06, 2026 |
| Evanson Asset Management, LLC | History | Added to | 8,522 | 352 | 0.02% | 0.02% | 274 | +151 | 1.8% | Q4 2025 | Jan 12, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 8,419 | 348 | 0.08% | 0.09% | 275 | -1,537 | -15.44% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Reduced | 8,097 | 345 | 0.02% | 0.02% | 276 | -329 | -3.9% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 8,326 | 344 | 0.0% | — | 277 | +8,326 | New | Q4 2025 | Feb 11, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 8,306 | 343 | 0.05% | 0.05% | 278 | -589 | -6.62% | Q4 2025 | Jan 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 8,277 | 342 | 0.01% | 0.01% | 280 | -6,226 | -42.93% | Q4 2025 | Jan 07, 2026 |
| Leo Wealth, LLC | History | No change | 8,271 | 342 | 0.02% | 0.04% | 279 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 8,237 | 340 | 0.01% | 0.01% | 281 | +2,332 | 39.49% | Q4 2025 | Feb 11, 2026 |
| Chesley Taft & Associates LLC | History | No change | 8,214 | 339 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascent Group, LLC | History | Reduced | 8,180 | 338 | 0.01% | 0.02% | 283 | -3,291 | -28.69% | Q4 2025 | Jan 20, 2026 |
| Heritage Wealth Advisors | History | No change | 8,103 | 335 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,088 | 334 | 0.01% | 0.01% | 285 | +110 | 1.38% | Q4 2025 | Feb 03, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 8,069 | 333 | 0.03% | 0.03% | 286 | -189 | -2.29% | Q4 2025 | Feb 09, 2026 |
| M&T BANK CORP | History | Reduced | 8,030 | 331 | 0.0% | 0.0% | 287 | -7,200 | -47.28% | Q4 2025 | Jan 30, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 7,994 | 330 | 0.04% | 0.04% | 288 | +110 | 1.4% | Q4 2025 | Jan 14, 2026 |
| PUREfi Wealth, LLC | History | No change | 7,933 | 328 | 0.25% | 0.24% | 289 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,775 | 321 | 0.0% | 0.0% | 290 | +337 | 4.53% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,744 | 320 | 0.0% | 0.0% | 291 | +278 | 3.72% | Q4 2025 | Feb 11, 2026 |
| ARWA LLC | History | New | 7,677 | 317 | 0.19% | — | 292 | +7,677 | New | Q4 2025 | Feb 27, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,278 | 310 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 7,121 | 307 | 0.01% | 0.01% | 294 | +87 | 1.24% | Q4 2025 | Jan 23, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 7,413 | 306 | 0.1% | 0.11% | 295 | -987 | -11.75% | Q4 2025 | Jan 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 7,295 | 301 | 0.03% | 0.04% | 296 | -2,140 | -22.68% | Q4 2025 | Feb 13, 2026 |
| Richardson Capital Management LLC | History | Reduced | 7,173 | 296 | 0.15% | 0.13% | 297 | -6 | -0.08% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Added to | 6,918 | 286 | 0.0% | 0.0% | 298 | +1,095 | 18.8% | Q4 2025 | Feb 10, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 6,550 | 284 | 0.16% | 0.12% | 299 | -2,396 | -26.78% | Q4 2025 | Feb 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 6,560 | 271 | 0.05% | — | 300 | +6,560 | New | Q4 2025 | Feb 12, 2026 |
| City State Bank | History | No change | 6,550 | 270 | 0.07% | 0.07% | 301 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,372 | 263 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LVW Advisors, LLC | History | No change | 6,321 | 261 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Keystone Financial Group | History | Reduced | 6,170 | 255 | 0.02% | 0.03% | 304 | -3,076 | -33.27% | Q4 2025 | Feb 06, 2026 |
| West Wealth Group, LLC | History | Reduced | 6,133 | 253 | 0.05% | 0.06% | 305 | -446 | -6.78% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,029 | 249 | 0.03% | — | 306 | +6,029 | New | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Reduced | 6,019 | 249 | 0.0% | 0.0% | 307 | -1,278 | -17.51% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Reduced | 5,975 | 247 | 0.01% | 0.11% | 309 | -76,921 | -92.79% | Q4 2025 | Jan 14, 2026 |
| VANGUARD GROUP INC | History | No change | 5,976 | 247 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 5,938 | 245 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 5,815 | 240 | 0.05% | 0.05% | 311 | -89 | -1.51% | Q4 2025 | Jan 23, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 5,800 | 239 | 0.05% | 0.05% | 312 | -546 | -8.6% | Q4 2025 | Feb 02, 2026 |
| Glenview Trust Co | History | Reduced | 5,770 | 238 | 0.0% | 0.0% | 313 | -385 | -6.26% | Q4 2025 | Feb 09, 2026 |
| Demars Financial Group, LLC | History | No change | 5,734 | 237 | 0.08% | 0.08% | 314 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 5,690 | 235 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mosley Wealth Management | History | New | 5,758 | 234 | 0.11% | — | 316 | +5,758 | New | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 5,541 | 229 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Empower Advisory Group, LLC | History | New | 5,530 | 228 | 0.0% | — | 318 | +5,530 | New | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | New | 5,504 | 227 | 0.01% | — | 319 | +5,504 | New | Q4 2025 | Feb 17, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 5,420 | 224 | 0.03% | 0.03% | 320 | -302 | -5.28% | Q4 2025 | Jan 13, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 6,443 | 223 | 1.32% | 1.37% | 321 | -1,561 | -19.5% | Q4 2025 | Feb 05, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 5,380 | 222 | 0.03% | 0.03% | 322 | -405 | -7.0% | Q4 2025 | Feb 03, 2026 |
| LongView Wealth Management | History | Added to | 5,178 | 222 | 0.05% | 0.05% | 323 | +80 | 1.57% | Q4 2025 | Jan 13, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | No change | 5,300 | 219 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SIERRA OCEAN, LLC | History | No change | 5,247 | 217 | 0.18% | 0.17% | 325 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 5,181 | 214 | 0.16% | 0.01% | 326 | +4,746 | 1091.03% | Q4 2025 | Jan 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 5,168 | 213 | 0.0% | 0.0% | 327 | -1,187 | -18.68% | Q4 2025 | Feb 02, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 5,065 | 209 | 0.03% | 0.03% | 328 | -214 | -4.05% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,042 | 208 | 0.01% | 0.01% | 329 | -101 | -1.96% | Q4 2025 | Jan 23, 2026 |
| TFB Advisors LLC | History | Reduced | 5,020 | 207 | 0.06% | 0.06% | 330 | -30 | -0.59% | Q4 2025 | Feb 13, 2026 |
| Austin Private Wealth, LLC | History | New | 4,896 | 202 | 0.02% | — | 331 | +4,896 | New | Q4 2025 | Jan 20, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 4,889 | 202 | 0.06% | 0.07% | 332 | -857 | -14.91% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Advisors | History | Reduced | 4,800 | 198 | 0.01% | 0.02% | 333 | -200 | -4.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,750 | 196 | 0.0% | 0.0% | 334 | -187 | -3.79% | Q4 2025 | Feb 11, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 4,724 | 195 | 0.1% | 0.13% | 335 | -622 | -11.63% | Q4 2025 | Jan 30, 2026 |
| Ancora Advisors LLC | History | Reduced | 4,481 | 185 | 0.0% | 0.06% | 336 | -67,659 | -93.79% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 4,320 | 178 | 0.01% | — | 337 | +4,320 | New | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,275 | 176 | 0.0% | — | 338 | +4,260 | 28400.0% | Q4 2025 | Feb 17, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 4,218 | 174 | 0.11% | 0.11% | 339 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 4,093 | 170 | 0.05% | 0.02% | 340 | +2,794 | 215.09% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,090 | 169 | 0.01% | 0.01% | 341 | -642 | -13.57% | Q4 2025 | Jan 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,010 | 165 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,911 | 161 | 0.0% | 0.0% | 343 | -65 | -1.63% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,864 | 160 | 0.01% | 0.01% | 344 | -49 | -1.25% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,494 | 144 | 0.0% | 0.0% | 345 | -137 | -3.77% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,306 | 136 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | No change | 3,099 | 131 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Elequin Capital, LP | History | Reduced | 2,789 | 115 | 0.01% | 0.01% | 348 | -202 | -6.75% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 2,596 | 107 | 0.02% | 0.02% | 349 | -525 | -16.82% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | New | 2,279 | 94 | 0.01% | — | 350 | +2,279 | New | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | New | 2,009 | 83 | 0.04% | — | 351 | +2,009 | New | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 1,924 | 79 | 0.0% | — | 352 | +1,924 | New | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,900 | 78 | 0.0% | 0.0% | 353 | +34 | 1.82% | Q4 2025 | Feb 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,860 | 76 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,807 | 74 | 0.07% | — | 355 | +1,807 | New | Q4 2025 | Feb 13, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 1,725 | 71 | 0.01% | 0.02% | 356 | -1,714 | -49.84% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,713 | 70 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,559 | 64 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,497 | 61 | 0.05% | 0.01% | 359 | +1,233 | 467.05% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,445 | 59 | 0.0% | 0.0% | 360 | +500 | 52.91% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,398 | 58 | 0.0% | 0.0% | 361 | -67 | -4.57% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,289 | 53 | 0.0% | — | 362 | +1,289 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 1,243 | 51 | 0.01% | — | 364 | +1,243 | New | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,240 | 51 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,206 | 49 | 0.0% | 0.01% | 365 | -738 | -37.96% | Q4 2025 | Feb 20, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,094 | 45 | 0.01% | 0.01% | 367 | +20 | 1.86% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,104 | 45 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Co / SC | History | No change | 895 | 37 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 881 | 36 | 0.0% | 0.0% | 369 | -109 | -11.01% | Q4 2025 | Jan 16, 2026 |
| BESSEMER GROUP INC | History | No change | 848 | 35 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 837 | 34 | 0.0% | 0.0% | 371 | -85 | -9.22% | Q4 2025 | Feb 23, 2026 |
| Noble Wealth Management PBC | History | Reduced | 750 | 31 | 0.02% | 0.03% | 372 | -750 | -50.0% | Q4 2025 | Jan 05, 2026 |
| Millstone Evans Group, LLC | History | New | 707 | 29 | 0.02% | — | 373 | +707 | New | Q4 2025 | Feb 02, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 690 | 28 | 0.02% | 0.02% | 374 | -114 | -14.18% | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 670 | 27 | 0.0% | 0.0% | 375 | +386 | 135.92% | Q4 2025 | Jan 26, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 645 | 26 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 612 | 25 | 0.01% | — | 377 | +612 | New | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 592 | 24 | 0.0% | 0.0% | 378 | -1,328 | -69.17% | Q4 2025 | Feb 09, 2026 |
| WealthShield Partners, LLC | History | Reduced | 510 | 21 | 0.0% | 0.0% | 379 | -315 | -38.18% | Q4 2025 | Feb 03, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 488 | 20 | 0.04% | — | 380 | +488 | New | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | No change | 458 | 18 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | No change | 409 | 17 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| McIlrath & Eck, LLC | History | New | 389 | 16 | 0.0% | — | 383 | +389 | New | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | Reduced | 385 | 15 | 0.0% | 0.0% | 384 | -161 | -29.49% | Q4 2025 | Jan 30, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 298 | 12 | 0.0% | — | 385 | +298 | New | Q4 2025 | Jan 14, 2026 |
| Collier Financial | History | Reduced | 297 | 12 | 0.01% | 0.01% | 386 | -63 | -17.5% | Q4 2025 | Feb 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 286 | 11 | 0.03% | 0.03% | 387 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 253 | 10 | 0.01% | — | 388 | +253 | New | Q4 2025 | Feb 10, 2026 |
| Sunrise Financial Services, LLC | History | New | 245 | 10 | 0.01% | — | 389 | +245 | New | Q4 2025 | Feb 11, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 235 | 9 | 0.0% | 0.0% | 392 | -284 | -54.72% | Q4 2025 | Jan 30, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 226 | 9 | 0.0% | 0.0% | 391 | +192 | 564.71% | Q4 2025 | Jan 21, 2026 |
| Team Financial Group, LLC | History | Reduced | 223 | 9 | 0.0% | 0.0% | 390 | -54 | -19.49% | Q4 2025 | Jan 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 203 | 8 | 0.0% | 0.0% | 393 | +4 | 2.01% | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 213 | 8 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 192 | 7 | 0.0% | 0.01% | 398 | -433 | -69.28% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 173 | 7 | 0.0% | — | 399 | +173 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 182 | 7 | 0.0% | 0.0% | 396 | -13 | -6.67% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | No change | 176 | 7 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 180 | 7 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 169 | 6 | 0.0% | — | 401 | +169 | New | Q4 2025 | Feb 13, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 162 | 6 | 0.0% | — | 403 | +162 | New | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | No change | 157 | 6 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 163 | 6 | 0.0% | 0.01% | 402 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 143 | 5 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Networth Advisors, LLC | History | New | 114 | 4 | 0.0% | — | 406 | +114 | New | Q4 2025 | Jan 22, 2026 |
| SYM FINANCIAL Corp | History | New | 112 | 4 | 0.0% | — | 405 | +112 | New | Q4 2025 | Feb 13, 2026 |
| NorthAvenue LLC | History | New | 97 | 4 | 0.0% | — | 407 | +97 | New | Q4 2025 | Apr 02, 2026 |
| Tidemark, LLC | History | Reduced | 86 | 3 | 0.0% | 0.0% | 409 | -13 | -13.13% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 71 | 2 | 0.0% | — | 413 | +71 | New | Q4 2025 | Feb 19, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 61 | 2 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 57 | 2 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 44 | 1 | 0.0% | 0.0% | 418 | -270 | -85.99% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 28 | 1 | 0.0% | — | 416 | +28 | New | Q4 2025 | Feb 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 27 | 1 | 0.0% | 0.0% | 415 | -12 | -30.77% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 37 | 1 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Root Financial Partners, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -393,953 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -176,237 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.18% | — | -79,016 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -45,749 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -40,571 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -38,039 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,878 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.0% | — | -15,578 | -100.0% | Q3 2025 | Dec 17, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -11,533 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Central Pacific Bank - Trust Division | History | Closed out | 0 | 0 | — | 0.05% | — | -10,595 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -10,240 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,147 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Compass Ion Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,385 | -100.0% | Q3 2025 | Oct 29, 2025 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.18% | — | -7,863 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MCMORGAN & CO LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,850 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WT Wealth Management | History | Closed out | 0 | 0 | — | 0.08% | — | -6,789 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,448 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TSA Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,858 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,320 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,200 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,767 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,982 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Barnes Dennig Private Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,962 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,127 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -925 | -100.0% | Q3 2025 | Oct 20, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -669 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -615 | -100.0% | Q3 2025 | Feb 06, 2026 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -551 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -498 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wells Financial Advisors INC | History | Closed out | 0 | 0 | — | 0.02% | — | -425 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -412 | -100.0% | Q3 2025 | Oct 07, 2025 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -198 | -100.0% | Q3 2025 | Oct 20, 2025 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 14, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Oct 27, 2025 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GODSEY & GIBB, INC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 27, 2026 |
| Provident Wealth Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EPG Wealth Management LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WFA of San Diego, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |