BlackRock ETF Trust II - HIMU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 36 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,937,894 | 240,376 | 0.07% | 0.06% | 1 | +375,151 | 8.22% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 3,514,782 | 171,099 | 0.05% | 0.05% | 2 | +287,613 | 8.91% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Reduced | 3,302,138 | 160,748 | 0.0% | 0.0% | 3 | -172,077 | -4.95% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,425,419 | 118,069 | 0.01% | 0.01% | 4 | +171,834 | 7.62% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,623,793 | 79,046 | 0.0% | 0.01% | 5 | -395,736 | -19.6% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,486,630 | 72,369 | 0.0% | 0.0% | 6 | +423,017 | 39.77% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,351,806 | 65,805 | 0.04% | 0.05% | 7 | -74,858 | -5.25% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 898,793 | 43,753 | 0.01% | 0.01% | 8 | +35,515 | 4.11% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 736,665 | 35,860 | 0.09% | 0.08% | 9 | +91,843 | 14.24% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 726,557 | 35,368 | 0.04% | 0.04% | 10 | +67,712 | 10.28% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 623,367 | 30,345 | 0.04% | 0.03% | 11 | +77,697 | 14.24% | Q4 2025 | Feb 12, 2026 |
| Tolleson Wealth Management, Inc. | History | Added to | 594,674 | 28,948 | 4.18% | 4.17% | 12 | +46,418 | 8.47% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 544,081 | 26,480 | 0.01% | 0.0% | 13 | +158,540 | 41.12% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 521,056 | 25,364 | 0.14% | 0.13% | 14 | +46,547 | 9.81% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 471,505 | 22,952 | 0.0% | 0.0% | 15 | +81,751 | 20.98% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 465,466 | 22,658 | 0.01% | 0.01% | 16 | +19,472 | 4.37% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 425,502 | 20,713 | 0.01% | 0.01% | 17 | +40,630 | 10.56% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 421,652 | 20,526 | 0.17% | 0.15% | 18 | +22,995 | 5.77% | Q4 2025 | Jan 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 345,307 | 16,809 | 0.06% | 0.05% | 19 | +49,812 | 16.86% | Q4 2025 | Feb 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 317,603 | 15,461 | 0.02% | 0.02% | 20 | +50,061 | 18.71% | Q4 2025 | Feb 10, 2026 |
| SOFI WEALTH, LLC | History | Added to | 314,517 | 15,310 | 0.76% | 0.76% | 21 | +27,621 | 9.63% | Q4 2025 | Jan 30, 2026 |
| Kestra Investment Management, LLC | History | New | 271,457 | 13,214 | 0.32% | — | 22 | +271,457 | New | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 264,695 | 12,885 | 0.0% | 0.0% | 23 | +93,770 | 54.86% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 256,981 | 12,509 | 0.0% | 0.0% | 24 | -8,738 | -3.29% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 228,636 | 11,130 | 0.02% | 0.02% | 25 | +48,674 | 27.05% | Q4 2025 | Mar 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 209,348 | 10,191 | 0.12% | 0.08% | 26 | +31,798 | 17.91% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 188,860 | 9,193 | 0.17% | 0.16% | 27 | +10,940 | 6.15% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 179,592 | 8,743 | 0.01% | 0.01% | 28 | +7,213 | 4.18% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 171,208 | 8,334 | 0.01% | 0.01% | 29 | +57,414 | 50.45% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 168,646 | 8,209 | 0.09% | 0.07% | 30 | +86,729 | 105.87% | Q4 2025 | Jan 29, 2026 |
| J.Safra Asset Management Corp | History | New | 162,041 | 7,888 | 0.41% | — | 31 | +162,041 | New | Q4 2025 | Feb 11, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 159,604 | 7,769 | 2.04% | 2.09% | 32 | +13,074 | 8.92% | Q4 2025 | Feb 13, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 154,678 | 7,529 | 0.5% | 0.54% | 33 | -7,429 | -4.58% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 152,743 | 7,435 | 0.0% | — | 34 | +152,743 | New | Q4 2025 | Feb 17, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 150,173 | 7,310 | 0.71% | 0.81% | 35 | -12,072 | -7.44% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 141,765 | 6,901 | 0.02% | 0.02% | 36 | +5,253 | 3.85% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 138,878 | 6,760 | 0.08% | 0.06% | 37 | +34,128 | 32.58% | Q4 2025 | Jan 20, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 128,919 | 6,275 | 0.58% | 0.55% | 38 | +11,834 | 10.11% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 118,306 | 5,759 | 0.01% | 0.01% | 39 | +7,327 | 6.6% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 116,149 | 5,654 | 0.01% | 0.01% | 40 | +20,794 | 21.81% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 113,317 | 5,516 | 0.02% | 0.03% | 41 | -9,457 | -7.7% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | New | 102,442 | 4,986 | 0.04% | — | 42 | +102,442 | New | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 100,327 | 4,883 | 0.04% | 0.04% | 43 | +6,366 | 6.78% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Reduced | 99,174 | 4,827 | 0.07% | 0.07% | 44 | -44 | -0.04% | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 96,879 | 4,716 | 0.28% | 0.22% | 45 | +19,939 | 25.91% | Q4 2025 | Jan 20, 2026 |
| Cerity Partners LLC | History | Reduced | 89,486 | 4,356 | 0.01% | 0.01% | 46 | -103 | -0.11% | Q4 2025 | Feb 11, 2026 |
| HUB Investment Partners, LLC | History | New | 88,895 | 4,327 | 0.11% | — | 47 | +88,895 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 83,090 | 4,044 | 0.03% | 0.02% | 48 | +27,791 | 50.26% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 81,895 | 3,986 | 0.05% | 0.04% | 49 | +20,337 | 33.04% | Q4 2025 | Feb 10, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 76,833 | 3,769 | 2.0% | 1.9% | 50 | -13,249 | -14.71% | Q4 2025 | Jan 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 68,167 | 3,318 | 0.12% | 0.26% | 51 | -11,478 | -14.41% | Q4 2025 | Feb 04, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 64,058 | 3,118 | 0.38% | 0.4% | 52 | -1,473 | -2.25% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 62,423 | 3,038 | 0.0% | — | 53 | +62,423 | New | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 60,287 | 2,934 | 0.11% | 0.09% | 54 | +5,005 | 9.05% | Q4 2025 | Jan 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 59,890 | 2,915 | 0.05% | 0.05% | 55 | +1,917 | 3.31% | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | New | 59,602 | 2,901 | 0.0% | — | 56 | +59,602 | New | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Reduced | 59,259 | 2,884 | 0.1% | 0.19% | 57 | -47,447 | -44.47% | Q4 2025 | Jan 20, 2026 |
| Fairman Group, LLC | History | Added to | 59,118 | 2,877 | 2.3% | 2.31% | 58 | +822 | 1.41% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 58,766 | 2,861 | 0.01% | 0.0% | 59 | +8,031 | 15.83% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 57,748 | 2,811 | 0.01% | 0.01% | 60 | +9,257 | 19.09% | Q4 2025 | Feb 17, 2026 |
| Cardinal Strategic Wealth Guidance | History | New | 57,316 | 2,790 | 0.73% | — | 61 | +57,316 | New | Q4 2025 | Jan 27, 2026 |
| West Wealth Group, LLC | History | Added to | 57,191 | 2,784 | 0.58% | 0.52% | 62 | +10,324 | 22.03% | Q4 2025 | Jan 26, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 56,908 | 2,770 | 0.22% | 0.2% | 63 | +7,976 | 16.3% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 56,127 | 2,732 | 0.01% | 0.01% | 64 | +14,960 | 36.34% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 53,984 | 2,627 | 0.04% | 0.06% | 65 | -13,382 | -19.86% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 52,295 | 2,545 | 0.06% | — | 66 | +52,295 | New | Q4 2025 | Feb 17, 2026 |
| Keebeck Wealth Management | History | Added to | 51,403 | 2,502 | 0.29% | 0.11% | 67 | +31,879 | 163.28% | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 48,437 | 2,357 | 0.37% | 0.36% | 68 | +7,054 | 17.05% | Q4 2025 | Jan 23, 2026 |
| Kelly Financial Services LLC | History | Added to | 46,599 | 2,268 | 0.57% | 0.54% | 69 | +4,496 | 10.68% | Q4 2025 | Jan 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 46,201 | 2,267 | 0.11% | — | 70 | +46,201 | New | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 46,404 | 2,258 | 0.0% | 0.0% | 71 | +27,967 | 151.69% | Q4 2025 | Feb 13, 2026 |
| Detalus Advisors, LLC | History | Reduced | 44,616 | 2,171 | 0.53% | 0.66% | 72 | -6,942 | -13.46% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Added to | 43,855 | 2,134 | 0.01% | 0.01% | 73 | +8,227 | 23.09% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,663 | 1,979 | 0.01% | 0.0% | 74 | +10,724 | 35.82% | Q4 2025 | Feb 05, 2026 |
| May Hill Capital, LLC | History | Added to | 39,958 | 1,945 | 0.25% | 0.24% | 75 | +23,389 | 141.16% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 39,632 | 1,929 | 0.04% | 0.02% | 76 | +28,039 | 241.86% | Q4 2025 | Feb 11, 2026 |
| GSG Advisors LLC | History | Added to | 39,214 | 1,908 | 0.49% | 0.12% | 77 | +30,115 | 330.97% | Q4 2025 | Jan 08, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 37,559 | 1,828 | 0.43% | 0.44% | 78 | +691 | 1.87% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Reduced | 37,329 | 1,817 | 0.01% | 0.01% | 79 | -327 | -0.87% | Q4 2025 | Feb 17, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 35,110 | 1,709 | 0.51% | 0.52% | 80 | +1,832 | 5.51% | Q4 2025 | Jan 23, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 35,005 | 1,704 | 0.17% | 0.16% | 81 | +3,223 | 10.14% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 34,641 | 1,686 | 0.03% | 0.04% | 82 | -8,654 | -19.99% | Q4 2025 | Jan 16, 2026 |
| Keystone Financial Group | History | Added to | 33,519 | 1,631 | 0.12% | 0.12% | 83 | +2,208 | 7.05% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 33,416 | 1,626 | 0.02% | 0.02% | 84 | +5,434 | 19.42% | Q4 2025 | Feb 05, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 32,135 | 1,564 | 0.47% | 0.45% | 85 | +3,104 | 10.69% | Q4 2025 | Jan 13, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 31,998 | 1,557 | 0.63% | 0.65% | 86 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Added to | 30,829 | 1,500 | 0.02% | 0.02% | 87 | +88 | 0.29% | Q4 2025 | Jan 23, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 30,337 | 1,476 | 0.11% | 0.14% | 88 | -8,305 | -21.49% | Q4 2025 | Feb 10, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 29,965 | 1,458 | 0.14% | 0.1% | 89 | +13,739 | 84.67% | Q4 2025 | Jan 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 27,831 | 1,354 | 0.15% | 0.1% | 90 | +9,996 | 56.05% | Q4 2025 | Feb 18, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 26,039 | 1,267 | 0.54% | 0.55% | 91 | +943 | 3.76% | Q4 2025 | Feb 18, 2026 |
| High Falls Advisors, Inc | History | Reduced | 25,728 | 1,252 | 0.25% | 0.3% | 92 | -4,000 | -13.46% | Q4 2025 | Feb 18, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 23,426 | 1,140 | 0.02% | 0.02% | 93 | +621 | 2.72% | Q4 2025 | Feb 09, 2026 |
| Elequin Capital, LP | History | Reduced | 22,978 | 1,118 | 0.08% | 0.18% | 94 | -43,610 | -65.49% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,870 | 1,113 | 0.02% | 0.01% | 95 | +16,297 | 247.94% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Added to | 22,643 | 1,102 | 0.0% | 0.0% | 96 | +1,934 | 9.34% | Q4 2025 | Jan 23, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 22,635 | 1,101 | 0.63% | 0.43% | 97 | +7,832 | 52.91% | Q4 2025 | Jan 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,399 | 1,090 | 0.01% | 0.01% | 98 | +13,150 | 142.18% | Q4 2025 | Jan 23, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 21,812 | 1,061 | 0.06% | 0.06% | 99 | +253 | 1.17% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 21,635 | 1,053 | 0.03% | 0.03% | 100 | +922 | 4.45% | Q4 2025 | Feb 17, 2026 |
| Atlatl Advisers LLC | History | Added to | 21,579 | 1,050 | 0.4% | 0.39% | 101 | +1,802 | 9.11% | Q4 2025 | Feb 09, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 21,310 | 1,037 | 0.89% | — | 102 | +21,310 | New | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,111 | 1,027 | 0.02% | 0.03% | 103 | +57 | 0.27% | Q4 2025 | Feb 13, 2026 |
| COFG Advisors, LLC | History | New | 20,889 | 1,016 | 0.25% | — | 104 | +20,889 | New | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | New | 20,608 | 1,003 | 0.0% | — | 105 | +20,608 | New | Q4 2025 | Feb 12, 2026 |
| Sunbeam Capital Management, LLC | History | New | 20,475 | 996 | 0.59% | — | 106 | +20,475 | New | Q4 2025 | Feb 13, 2026 |
| Provident Wealth Management, LLC | History | Added to | 20,300 | 988 | 0.29% | 0.29% | 107 | +689 | 3.51% | Q4 2025 | Jan 28, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 20,251 | 985 | 0.15% | 0.17% | 108 | -102 | -0.5% | Q4 2025 | Jan 21, 2026 |
| Essex Financial Services, Inc. | History | No change | 19,710 | 959 | 0.05% | 0.06% | 109 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 19,398 | 944 | 0.28% | 0.35% | 110 | -4,001 | -17.1% | Q4 2025 | Jan 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 18,245 | 900 | 0.09% | 0.05% | 111 | +9,643 | 112.1% | Q4 2025 | Feb 12, 2026 |
| JB Capital LLC | History | Added to | 18,413 | 896 | 0.04% | 0.03% | 112 | +3,628 | 24.54% | Q4 2025 | Jan 20, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 17,857 | 869 | 0.05% | 0.04% | 113 | -811 | -4.34% | Q4 2025 | Jan 30, 2026 |
| PFG Advisors | History | Added to | 17,648 | 859 | 0.04% | 0.02% | 114 | +8,423 | 91.31% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 17,349 | 844 | 0.0% | 0.0% | 115 | -412 | -2.32% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 17,313 | 842 | 0.0% | 0.0% | 116 | +8,696 | 100.92% | Q4 2025 | Feb 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 17,239 | 839 | 0.14% | 0.15% | 117 | -318 | -1.81% | Q4 2025 | Jan 20, 2026 |
| WealthShield Partners, LLC | History | Reduced | 17,158 | 835 | 0.09% | 0.11% | 118 | -3,066 | -15.16% | Q4 2025 | Feb 03, 2026 |
| Versant Capital Management, Inc | History | Reduced | 17,121 | 833 | 0.1% | 0.13% | 119 | -1,620 | -8.64% | Q4 2025 | Jan 08, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | New | 16,934 | 824 | 0.27% | — | 120 | +16,934 | New | Q4 2025 | Jan 27, 2026 |
| True Vision MN LLC | History | Added to | 16,869 | 821 | 0.42% | 0.42% | 121 | +474 | 2.89% | Q4 2025 | Jan 14, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 16,832 | 819 | 0.71% | 0.34% | 122 | +8,735 | 107.88% | Q4 2025 | Feb 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 16,824 | 818 | 0.09% | 0.07% | 123 | +4,975 | 41.99% | Q4 2025 | Jan 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 16,636 | 809 | 0.01% | 0.01% | 124 | -826 | -4.73% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 16,458 | 804 | 0.0% | 0.0% | 125 | -14,714 | -47.2% | Q4 2025 | Jan 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 16,405 | 798 | 0.01% | 0.01% | 126 | +618 | 3.91% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 15,685 | 763 | 0.03% | 0.02% | 127 | +8,045 | 105.3% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 15,501 | 754 | 0.01% | 0.0% | 128 | +10,784 | 228.62% | Q4 2025 | Mar 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 15,234 | 741 | 0.02% | 0.02% | 129 | +2,188 | 16.77% | Q4 2025 | Jan 29, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 14,814 | 721 | 0.11% | 0.13% | 130 | -83 | -0.56% | Q4 2025 | Jan 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,389 | 700 | 0.0% | 0.0% | 131 | +2,828 | 24.46% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 14,352 | 698 | 0.0% | 0.0% | 132 | +3,363 | 30.6% | Q4 2025 | Jan 29, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 14,043 | 688 | 0.23% | 0.24% | 133 | +202 | 1.46% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 13,850 | 681 | 0.02% | 0.02% | 134 | +692 | 5.26% | Q4 2025 | Jan 23, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 13,596 | 661 | 0.01% | 0.01% | 135 | -3,242 | -19.25% | Q4 2025 | Jan 22, 2026 |
| GGM Financials LLC | History | Added to | 12,936 | 629 | 0.31% | 0.31% | 136 | +427 | 3.41% | Q4 2025 | Feb 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 12,609 | 614 | 0.02% | 0.02% | 137 | +2,649 | 26.6% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 12,525 | 609 | 0.02% | 0.03% | 138 | -5,682 | -31.21% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 12,319 | 599 | 0.01% | — | 139 | +12,319 | New | Q4 2025 | Jan 14, 2026 |
| Apeiron RIA LLC | History | Added to | 11,973 | 585 | 0.12% | 0.09% | 140 | +4,174 | 53.52% | Q4 2025 | Feb 03, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 11,970 | 582 | 0.08% | 0.08% | 141 | +1,173 | 10.86% | Q4 2025 | Jan 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 11,907 | 579 | 0.13% | 0.14% | 142 | -770 | -6.07% | Q4 2025 | Feb 17, 2026 |
| EQ LLC | History | Added to | 11,862 | 577 | 0.17% | 0.15% | 143 | +2,892 | 32.24% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 11,701 | 569 | 0.0% | — | 144 | +11,701 | New | Q4 2025 | Mar 25, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,570 | 563 | 0.01% | 0.01% | 145 | +2,502 | 27.59% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 11,559 | 562 | 0.02% | 0.01% | 146 | +5,051 | 77.61% | Q4 2025 | Feb 10, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 11,316 | 550 | 0.02% | 0.02% | 147 | +918 | 8.83% | Q4 2025 | Jan 16, 2026 |
| Magnolia Private Wealth, LLC | History | New | 11,247 | 547 | 0.38% | — | 148 | +11,247 | New | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 11,234 | 546 | 0.01% | 0.01% | 149 | -220 | -1.92% | Q4 2025 | Feb 13, 2026 |
| Synergy Investment Management, LLC | History | Added to | 10,984 | 534 | 0.19% | 0.2% | 150 | +454 | 4.31% | Q4 2025 | Feb 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 10,826 | 526 | 0.03% | 0.04% | 151 | +386 | 3.7% | Q4 2025 | Feb 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 10,682 | 525 | 0.04% | 0.04% | 152 | +2,032 | 23.49% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 10,692 | 520 | 0.01% | 0.01% | 153 | +4,651 | 76.99% | Q4 2025 | Feb 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 10,538 | 512 | 0.03% | 0.03% | 154 | +205 | 1.98% | Q4 2025 | Feb 10, 2026 |
| Claro Advisors Inc. | History | Added to | 10,416 | 507 | 0.07% | 0.06% | 155 | +2,371 | 29.47% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,357 | 504 | 0.01% | 0.02% | 156 | +660 | 6.81% | Q4 2025 | Feb 12, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 10,319 | 502 | 0.36% | — | 157 | +10,319 | New | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 9,995 | 490 | 0.08% | 0.08% | 158 | +329 | 3.4% | Q4 2025 | Feb 02, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 10,053 | 489 | 0.08% | — | 159 | +10,053 | New | Q4 2025 | Feb 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 9,593 | 466 | 0.02% | — | 160 | +9,593 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,403 | 457 | 0.0% | 0.0% | 161 | +1,257 | 15.43% | Q4 2025 | Feb 13, 2026 |
| Vantage Point Financial LLC | History | New | 9,348 | 455 | 0.16% | — | 163 | +9,348 | New | Q4 2025 | Feb 02, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 9,353 | 455 | 0.06% | 0.1% | 162 | -7,227 | -43.59% | Q4 2025 | Jan 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 9,339 | 454 | 0.01% | 0.0% | 164 | +967 | 11.55% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,313 | 453 | 0.01% | 0.01% | 165 | -404 | -4.16% | Q4 2025 | Feb 17, 2026 |
| UPTICK PARTNERS, LLC | History | New | 9,169 | 446 | 0.1% | — | 166 | +9,169 | New | Q4 2025 | Feb 02, 2026 |
| Empirical Asset Management, LLC | History | No change | 9,125 | 444 | 0.13% | 0.12% | 167 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 8,952 | 435 | 0.1% | 0.13% | 168 | -1,596 | -15.13% | Q4 2025 | Jan 09, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 8,893 | 432 | 0.05% | 0.03% | 169 | +2,925 | 49.01% | Q4 2025 | Jan 28, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 8,831 | 429 | 0.14% | 0.1% | 170 | +2,681 | 43.59% | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, LLC | History | New | 8,710 | 423 | 0.05% | — | 172 | +8,710 | New | Q4 2025 | Feb 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 8,695 | 423 | 0.05% | 0.07% | 171 | -949 | -9.84% | Q4 2025 | Feb 04, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 8,537 | 415 | 0.09% | 0.06% | 173 | +2,930 | 52.26% | Q4 2025 | Jan 05, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 8,312 | 404 | 0.09% | 0.11% | 174 | -541 | -6.11% | Q4 2025 | Jan 07, 2026 |
| Skyline Advisors, Inc. | History | New | 8,287 | 403 | 0.13% | — | 175 | +8,287 | New | Q4 2025 | Jan 12, 2026 |
| Redwood Investment Management, LLC | History | New | 8,251 | 402 | 0.05% | — | 176 | +8,251 | New | Q4 2025 | Feb 17, 2026 |
| Aspire Private Capital, LLC | History | Added to | 7,956 | 387 | 0.09% | 0.05% | 177 | +3,721 | 87.86% | Q4 2025 | Jan 16, 2026 |
| Foundry Financial Group, Inc. | History | No change | 7,620 | 370 | 0.19% | 0.2% | 178 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 1,996 | 368 | 0.87% | 1.03% | 179 | -5,468 | -73.26% | Q4 2025 | Jan 20, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 7,464 | 366 | 0.32% | — | 180 | +7,464 | New | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 7,428 | 361 | 0.01% | — | 181 | +7,428 | New | Q4 2025 | Feb 13, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 7,328 | 356 | 0.09% | 0.14% | 182 | -3,650 | -33.25% | Q4 2025 | Jan 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 7,255 | 353 | 0.01% | — | 183 | +7,255 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,190 | 350 | 0.0% | 0.0% | 184 | -19,564 | -73.13% | Q4 2025 | Feb 18, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 7,112 | 346 | 0.04% | 0.04% | 185 | +256 | 3.73% | Q4 2025 | Feb 13, 2026 |
| ArborFi Advisors, LLC | History | Added to | 6,981 | 339 | 0.28% | 0.26% | 186 | +536 | 8.32% | Q4 2025 | Jan 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 6,912 | 336 | 0.01% | 0.01% | 187 | +2,638 | 61.72% | Q4 2025 | Jan 23, 2026 |
| Savant Capital, LLC | History | Added to | 6,581 | 320 | 0.0% | 0.0% | 188 | +274 | 4.34% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,555 | 319 | 0.02% | 0.02% | 189 | +188 | 2.95% | Q4 2025 | Jan 30, 2026 |
| Sigma Planning Corp | History | Reduced | 6,483 | 315 | 0.01% | 0.01% | 190 | -5 | -0.08% | Q4 2025 | Jan 30, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 6,449 | 314 | 0.16% | 0.17% | 191 | +112 | 1.77% | Q4 2025 | Jan 08, 2026 |
| Northside Capital Management, LLC | History | No change | 6,266 | 305 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 6,226 | 303 | 0.24% | — | 193 | +6,226 | New | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 6,063 | 295 | 0.01% | 0.01% | 194 | +346 | 6.05% | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | New | 5,855 | 285 | 0.01% | — | 195 | +5,855 | New | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 5,650 | 275 | 0.01% | 0.01% | 196 | +647 | 12.93% | Q4 2025 | Feb 19, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 5,626 | 273 | 0.19% | 0.21% | 197 | -216 | -3.7% | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 5,554 | 270 | 0.01% | — | 198 | +5,554 | New | Q4 2025 | Feb 17, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 5,347 | 260 | 0.04% | 0.04% | 199 | +763 | 16.64% | Q4 2025 | Jan 14, 2026 |
| Faithward Advisors, LLC | History | New | 5,301 | 258 | 0.04% | — | 201 | +5,301 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | No change | 5,309 | 258 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Wealth Strategies & Associates | History | New | 5,254 | 255 | 0.06% | — | 202 | +5,254 | New | Q4 2025 | Jan 02, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 5,248 | 255 | 0.08% | 0.09% | 203 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Intrua Financial, LLC | History | Reduced | 5,227 | 254 | 0.03% | 0.03% | 204 | -1,005 | -16.13% | Q4 2025 | Feb 05, 2026 |
| Polaris Investment Advisors, LLC | History | New | 5,189 | 252 | 0.18% | — | 206 | +5,189 | New | Q4 2025 | Jan 15, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 5,188 | 252 | 0.08% | 0.11% | 205 | -1,147 | -18.11% | Q4 2025 | Jan 22, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 5,114 | 248 | 0.1% | 0.1% | 207 | +376 | 7.94% | Q4 2025 | Feb 09, 2026 |
| QTR Family Wealth, LLC | History | Added to | 4,941 | 242 | 0.11% | 0.11% | 208 | +57 | 1.17% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 4,897 | 238 | 0.06% | — | 209 | +4,897 | New | Q4 2025 | Feb 09, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 4,830 | 235 | 0.01% | 0.01% | 210 | +656 | 15.72% | Q4 2025 | Jan 22, 2026 |
| Western Wealth Management, LLC | History | New | 4,783 | 232 | 0.01% | — | 211 | +4,783 | New | Q4 2025 | Feb 05, 2026 |
| VestGen Advisors, LLC | History | New | 4,764 | 231 | 0.01% | — | 212 | +4,764 | New | Q4 2025 | Feb 17, 2026 |
| Archer Investment Management, LLC | History | New | 4,594 | 223 | 0.12% | — | 214 | +4,594 | New | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Added to | 4,601 | 223 | 0.0% | 0.0% | 213 | +436 | 10.47% | Q4 2025 | Jan 30, 2026 |
| Marion Wealth Management | History | New | 4,505 | 220 | 0.05% | — | 216 | +4,505 | New | Q4 2025 | Jan 26, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 4,530 | 220 | 0.08% | 0.09% | 215 | -379 | -7.72% | Q4 2025 | Jan 08, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 4,341 | 211 | 0.13% | 0.23% | 217 | -2,649 | -37.9% | Q4 2025 | Jan 07, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 4,295 | 209 | 0.02% | 0.03% | 218 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sharkey, Howes & Javer | History | New | 4,267 | 207 | 0.03% | — | 219 | +4,267 | New | Q4 2025 | Jan 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 4,258 | 207 | 0.0% | — | 220 | +4,258 | New | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 4,117 | 200 | 0.0% | — | 221 | +4,117 | New | Q4 2025 | Feb 19, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,073 | 198 | 0.02% | 0.03% | 222 | -2,931 | -41.85% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,589 | 174 | 0.01% | 0.01% | 223 | -81 | -2.21% | Q4 2025 | Feb 20, 2026 |
| Compass Financial Services Inc | History | No change | 3,262 | 158 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 3,096 | 150 | 0.02% | 0.02% | 225 | -412 | -11.74% | Q4 2025 | Jan 20, 2026 |
| YANKCOM Partnership | History | Added to | 2,904 | 141 | 0.06% | 0.06% | 226 | +137 | 4.95% | Q4 2025 | Jan 20, 2026 |
| TSFG, LLC | History | Added to | 2,326 | 113 | 0.02% | 0.02% | 227 | +74 | 3.29% | Q4 2025 | Feb 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,156 | 104 | 0.01% | 0.01% | 228 | -337 | -13.52% | Q4 2025 | Jan 14, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,136 | 103 | 0.03% | — | 229 | +2,136 | New | Q4 2025 | Feb 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,858 | 90 | 0.08% | — | 230 | +1,858 | New | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,696 | 82 | 0.03% | 0.16% | 231 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,616 | 78 | 0.0% | — | 232 | +1,616 | New | Q4 2025 | Jan 21, 2026 |
| FIRST HORIZON CORP | History | Added to | 1,465 | 71 | 0.0% | 0.0% | 233 | +256 | 21.17% | Q4 2025 | Jan 27, 2026 |
| EASTERN BANK | History | No change | 1,459 | 71 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BOKF, NA | History | No change | 743 | 36 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 731 | 35 | 0.01% | 0.0% | 236 | +671 | 1118.33% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Reduced | 618 | 30 | 0.0% | 0.0% | 237 | -231 | -27.21% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 595 | 28 | 0.01% | 0.02% | 239 | +137 | 29.91% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 582 | 28 | 0.0% | 0.0% | 238 | +52 | 9.81% | Q4 2025 | Feb 13, 2026 |
| Team Financial Group, LLC | History | Added to | 525 | 25 | 0.01% | 0.01% | 240 | +10 | 1.94% | Q4 2025 | Jan 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 491 | 23 | 0.0% | — | 241 | +491 | New | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 438 | 21 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 359 | 17 | 0.01% | — | 243 | +359 | New | Q4 2025 | Feb 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 345 | 16 | 0.01% | — | 245 | +345 | New | Q4 2025 | Feb 19, 2026 |
| Key Capital Management, INC | History | New | 334 | 16 | 0.02% | — | 244 | +334 | New | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 285 | 14 | 0.0% | 0.0% | 246 | +37 | 14.92% | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO | History | New | 258 | 12 | 0.0% | — | 247 | +258 | New | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 211 | 10 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 180 | 8 | 0.0% | 0.0% | 250 | -508 | -73.84% | Q4 2025 | Jan 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 169 | 8 | 0.0% | 0.0% | 249 | +42 | 33.07% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | Added to | 172 | 8 | 0.0% | 0.0% | 252 | +3 | 1.78% | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 167 | 8 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 114 | 5 | 0.0% | — | 254 | +114 | New | Q4 2025 | Feb 13, 2026 |
| NorthAvenue LLC | History | New | 105 | 5 | 0.0% | — | 255 | +105 | New | Q4 2025 | Apr 02, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 122 | 5 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 80 | 3 | 0.0% | — | 256 | +80 | New | Q4 2025 | Feb 05, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 73 | 3 | 0.0% | — | 258 | +73 | New | Q4 2025 | Feb 11, 2026 |
| Signature Resources Capital Management, LLC | History | New | 71 | 3 | 0.0% | — | 257 | +71 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 52 | 2 | 0.0% | 0.0% | 259 | +1 | 1.96% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 32 | 1 | 0.0% | — | 260 | +31 | 3100.0% | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 29 | 1 | 0.0% | — | 261 | +29 | New | Q4 2025 | Feb 17, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 2.79% | — | -122,849 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -34,916 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,590 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Carr Financial Group Corp | History | Closed out | 0 | 0 | — | 0.21% | — | -15,303 | -100.0% | Q3 2025 | Oct 08, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,617 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -5,318 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,937 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,774 | -100.0% | Q3 2025 | Oct 30, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,509 | -100.0% | Q3 2025 | Feb 04, 2026 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,134 | -100.0% | Q3 2025 | Nov 05, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,781 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,398 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -853 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q3 2025 | Nov 12, 2025 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -143 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Dynamic Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Legacy Wealth Managment, LLC/ID | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 03, 2026 |