Haleon plc - HLN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | Reduced | 151,755,452 | 1,534,247 | 0.83% | 0.75% | 1 | -2,629,170 | -1.7% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 107,941,807 | 1,091,291 | 0.06% | 0.05% | 2 | +3,939,221 | 3.79% | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 31,423,276 | 317,689 | 0.25% | 0.23% | 3 | -1,924,656 | -5.77% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 21,495,383 | 217,318 | 0.01% | 0.01% | 4 | +2,962,856 | 15.99% | Q4 2025 | Feb 13, 2026 |
| HARDING LOEVNER LP | History | Reduced | 16,615,687 | 167,953 | 1.48% | 1.18% | 5 | -1,293,714 | -7.22% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 16,175,000 | 163,529 | 0.02% | — | 6 | +16,175,000 | New | Q4 2025 | Feb 10, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 20,414,233 | 142,577 | 0.29% | 0.25% | 7 | -364,431 | -1.75% | Q4 2025 | Feb 17, 2026 |
| Sculptor Capital LP | History | Added to | 10,454,868 | 105,698 | 1.09% | 1.05% | 8 | +505,000 | 5.08% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,441,178 | 105,560 | 0.01% | 0.01% | 9 | +1,589,494 | 17.96% | Q4 2025 | Mar 25, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 10,003,941 | 101,140 | 0.14% | 0.02% | 10 | +8,115,633 | 429.78% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 9,347,998 | 94,508 | 0.01% | 0.01% | 11 | -1,358,148 | -12.69% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,500,496 | 85,940 | 0.03% | 0.01% | 12 | +6,966,416 | 454.11% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,100,217 | 81,893 | 0.01% | 0.01% | 13 | -3,884,455 | -32.41% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 8,027,189 | 81,154 | 0.05% | 0.0% | 14 | +7,845,391 | 4315.44% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,507,613 | 75,901 | 0.01% | 0.01% | 15 | +3,750,081 | 99.8% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 69,051 | 69,051 | 0.04% | — | 16 | +69,051 | New | Q4 2025 | Feb 17, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 6,761,355 | 68,357 | 0.94% | 1.02% | 17 | -1,405,621 | -17.21% | Q4 2025 | Jan 22, 2026 |
| Nuveen, LLC | History | Added to | 6,169,355 | 62,372 | 0.02% | 0.01% | 18 | +159,955 | 2.66% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,051,452 | 61,180 | 0.02% | 0.01% | 19 | +1,119,988 | 22.71% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,480,081 | 55,394 | 0.02% | 0.02% | 20 | -1,706,335 | -23.74% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,397,200 | 54,565 | 0.1% | 0.09% | 21 | +13,651 | 0.25% | Q4 2025 | Mar 16, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 4,992,529 | 50,474 | 0.01% | 0.02% | 22 | -10,687,696 | -68.16% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 4,983,206 | 50,380 | 0.0% | 0.0% | 23 | -1,266,772 | -20.27% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,817,059 | 48,700 | 0.01% | 0.01% | 24 | +137,289 | 2.93% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 4,739,817 | 47,919 | 0.05% | 0.04% | 25 | +2,377,519 | 100.64% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 4,507,206 | 45,568 | 0.04% | 0.02% | 26 | +2,016,796 | 80.98% | Q4 2025 | Feb 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 4,457,159 | 45,061 | 0.12% | 0.11% | 27 | +153,530 | 3.57% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,726,852 | 37,678 | 0.01% | 0.01% | 28 | +74,897 | 2.05% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,505,109 | 35,436 | 0.12% | 0.18% | 29 | -2,383,369 | -40.48% | Q4 2025 | Feb 17, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 3,335,583 | 33,722 | 0.06% | 0.05% | 30 | +278,632 | 9.11% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,825,075 | 28,561 | 0.0% | — | 31 | +2,825,075 | New | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | Added to | 2,789,451 | 28,201 | 2.64% | 2.41% | 32 | +62,101 | 2.28% | Q4 2025 | Feb 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,653,319 | 26,825 | 0.0% | 0.0% | 33 | +78,489 | 3.05% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,109,051 | 21,322 | 0.02% | 0.02% | 34 | -17,295 | -0.81% | Q4 2025 | Feb 13, 2026 |
| CLARK ESTATES INC/NY | History | No change | 1,800,000 | 18,198 | 4.42% | 3.69% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 1,640,030 | 16,580 | 0.0% | 0.0% | 36 | +93,384 | 6.04% | Q4 2025 | Feb 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,626,326 | 16,442 | 0.04% | 0.04% | 37 | -90,512 | -5.27% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 1,598,290 | 16,158 | 0.04% | 0.02% | 38 | +709,451 | 79.82% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,538,636 | 15,555 | 0.0% | 0.0% | 39 | +113,568 | 7.97% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,520,060 | 15,367 | 0.0% | 0.0% | 40 | +1,274,208 | 518.28% | Q4 2025 | Feb 11, 2026 |
| Tidal Investments LLC | History | Added to | 1,434,108 | 14,498 | 0.03% | 0.02% | 41 | +121,449 | 9.25% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 1,202,351 | 12,155 | 0.01% | 0.0% | 42 | +1,074,354 | 839.36% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 1,196,795 | 12,099 | 0.0% | 0.02% | 43 | -3,886,027 | -76.45% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,143,572 | 11,561 | 0.01% | — | 44 | +1,143,572 | New | Q4 2025 | Feb 13, 2026 |
| SCHARF INVESTMENTS, LLC | History | Added to | 1,095,734 | 11,077 | 0.3% | 0.21% | 45 | +162,406 | 17.4% | Q4 2025 | Jan 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,092,582 | 11,046 | 0.02% | 0.02% | 46 | +290,644 | 36.24% | Q4 2025 | Feb 17, 2026 |
| Heathbridge Capital Management Ltd. | History | Reduced | 1,050,050 | 10,616 | 4.06% | 3.66% | 47 | -13,950 | -1.31% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,026,679 | 10,380 | 0.02% | 0.02% | 48 | -13,060 | -1.26% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,023,190 | 10,344 | 0.01% | 0.01% | 49 | +2,714 | 0.27% | Q4 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 1,013,242 | 10,213 | 0.02% | 0.01% | 50 | +526,609 | 108.21% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Added to | 995,987 | 10,069 | 0.0% | 0.0% | 51 | +515,670 | 107.36% | Q4 2025 | Jan 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 995,477 | 10,064 | 0.01% | 0.0% | 52 | +95,819 | 10.65% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 975,113 | 9,858 | 0.0% | 0.0% | 53 | -11,337 | -1.15% | Q4 2025 | Feb 13, 2026 |
| LMR Partners LLP | History | New | 900,000 | 9,099 | 0.02% | — | 54 | +900,000 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 767,525 | 7,759 | 0.01% | 0.01% | 55 | -197,093 | -20.43% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 766,999 | 7,754 | 0.0% | — | 56 | +766,999 | New | Q4 2025 | Jan 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 766,196 | 7,746 | 0.03% | 0.02% | 57 | +283,229 | 58.64% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 738,649 | 7,467 | 0.16% | 0.19% | 58 | +67,677 | 10.09% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 698,267 | 7,059 | 0.1% | 0.09% | 59 | +69,818 | 11.11% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 678,621 | 6,860 | 0.01% | 0.01% | 60 | -54,651 | -7.45% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 665,634 | 6,729 | 0.01% | — | 61 | +665,634 | New | Q4 2025 | Feb 17, 2026 |
| WELCH & FORBES LLC | History | No change | 643,501 | 6,505 | 0.08% | 0.07% | 62 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 620,293 | 6,270 | 0.01% | 0.01% | 63 | +145,668 | 30.69% | Q4 2025 | Feb 13, 2026 |
| GAM Holding AG | History | Reduced | 594,409 | 6,009 | 0.38% | 0.34% | 64 | -12,264 | -2.02% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 580,657 | 5,870 | 0.0% | 0.0% | 65 | +310,657 | 115.06% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 572,944 | 5,792 | 0.02% | 0.02% | 66 | -223,899 | -28.1% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 571,175 | 5,774 | 0.08% | 0.09% | 67 | -63,980 | -10.07% | Q4 2025 | Feb 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 567,581 | 5,738 | 0.0% | 0.0% | 68 | +117,171 | 26.01% | Q4 2025 | Feb 13, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 539,640 | 5,455 | 1.34% | 1.31% | 69 | -33,795 | -5.89% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 528,603 | 5,344 | 0.0% | 0.0% | 70 | +97,451 | 22.6% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 523,191 | 5,289 | 0.01% | 0.01% | 71 | -2,609 | -0.5% | Q4 2025 | Jan 30, 2026 |
| SG Americas Securities, LLC | History | Added to | 521,539 | 5,273 | 0.01% | 0.0% | 72 | +492,910 | 1721.72% | Q4 2025 | Jan 09, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 492,501 | 4,979 | 0.06% | 0.05% | 73 | -47,551 | -8.8% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 472,915 | 4,781 | 0.03% | 0.03% | 74 | -3,322 | -0.7% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 472,616 | 4,778 | 0.0% | 0.0% | 75 | -1,460 | -0.31% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 471,815 | 4,770 | 0.01% | 0.01% | 76 | +8,584 | 1.85% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Reduced | 445,616 | 4,505 | 0.01% | 0.01% | 77 | -12,360 | -2.7% | Q4 2025 | Feb 11, 2026 |
| DRW Securities, LLC | History | Added to | 445,055 | 4,499 | 0.12% | 0.01% | 78 | +356,692 | 403.67% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 431,088 | 4,358 | 0.03% | — | 79 | +431,088 | New | Q4 2025 | Feb 18, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 390,621 | 3,949 | 1.14% | — | 80 | +390,621 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 387,083 | 3,913 | 0.03% | 0.01% | 81 | +177,299 | 84.52% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 373,257 | 3,773 | 0.0% | 0.0% | 82 | -633,446 | -62.92% | Q4 2025 | Feb 10, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 364,453 | 3,684 | 0.26% | 0.23% | 83 | -86,236 | -19.13% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 355,687 | 3,595 | 0.0% | 0.0% | 84 | -164 | -0.05% | Q4 2025 | Feb 17, 2026 |
| Third View Private Wealth, LLC | History | New | 342,380 | 3,461 | 0.47% | — | 85 | +342,380 | New | Q4 2025 | Jan 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 335,837 | 3,395 | 0.05% | 0.01% | 86 | +267,125 | 388.76% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 330,176 | 3,338 | 0.01% | 0.0% | 87 | +86,679 | 35.6% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 323,155 | 3,267 | 0.04% | 0.03% | 88 | +30,377 | 10.38% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 318,604 | 3,220 | 0.0% | 0.0% | 89 | +5,795 | 1.85% | Q4 2025 | Feb 18, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 318,000 | 3,214 | 0.12% | 0.09% | 90 | +70,000 | 28.23% | Q4 2025 | Jan 28, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 314,996 | 3,184 | 0.0% | 0.0% | 91 | -16,624 | -5.01% | Q4 2025 | Feb 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 310,856 | 3,142 | 0.04% | 0.04% | 92 | -9,066 | -2.83% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 291,629 | 2,948 | 0.02% | 0.01% | 93 | +68,973 | 30.98% | Q4 2025 | Jan 29, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Reduced | 282,504 | 2,860 | 0.19% | 0.55% | 94 | -429,725 | -60.34% | Q4 2025 | Feb 10, 2026 |
| LGT Group Foundation | History | Added to | 274,608 | 2,768 | 0.03% | 0.0% | 95 | +256,935 | 1453.83% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 249,235 | 2,519 | 0.01% | 0.01% | 96 | +25,519 | 11.41% | Q4 2025 | Jan 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 249,112 | 2,518 | 0.0% | 0.0% | 97 | +14,659 | 6.25% | Q4 2025 | Feb 06, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | New | 240,129 | 2,443 | 0.07% | — | 98 | +240,129 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 220,585 | 2,230 | 0.01% | 0.01% | 99 | -7,063 | -3.1% | Q4 2025 | Feb 02, 2026 |
| Vident Advisory, LLC | History | Reduced | 214,286 | 2,166 | 0.02% | 0.02% | 100 | -43,041 | -16.73% | Q4 2025 | Feb 18, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 213,399 | 2,157 | 0.13% | 0.13% | 101 | +3,967 | 1.89% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 212,175 | 2,145 | 0.03% | 0.02% | 102 | +3,356 | 1.61% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 211,735 | 2,140 | 0.0% | 0.0% | 103 | +2,149 | 1.03% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 211,337 | 2,136 | 0.01% | 0.01% | 104 | +211 | 0.1% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 210,154 | 2,124 | 0.01% | 0.01% | 105 | +13,423 | 6.82% | Q4 2025 | Jan 30, 2026 |
| CHOREO, LLC | History | Reduced | 204,232 | 2,058 | 0.03% | 0.03% | 106 | -24,440 | -10.69% | Q4 2025 | Jan 23, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 199,219 | 2,014 | 0.06% | 0.06% | 107 | +7,670 | 4.0% | Q4 2025 | Jan 30, 2026 |
| Brooklyn Investment Group | History | Added to | 199,046 | 2,008 | 0.09% | 0.09% | 108 | +138,068 | 226.42% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 198,129 | 2,003 | 0.0% | 0.0% | 109 | -10,186 | -4.89% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 192,505 | 1,946 | 0.02% | 0.02% | 110 | +9,969 | 5.46% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 190,125 | 1,922 | 0.01% | 0.01% | 111 | +52,008 | 37.66% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 188,521 | 1,905 | 0.0% | 0.0% | 112 | +6,513 | 3.58% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 184,148 | 1,861 | 0.02% | 0.01% | 113 | +39,184 | 27.03% | Q4 2025 | Feb 02, 2026 |
| MILFORD FUNDS LTD | History | New | 180,000 | 1,819 | 0.04% | — | 114 | +180,000 | New | Q4 2025 | Feb 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 172,439 | 1,743 | 0.43% | 0.22% | 115 | +75,466 | 77.82% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Added to | 170,971 | 1,728 | 0.0% | 0.0% | 116 | +16,406 | 10.61% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 149,935 | 1,515 | 0.03% | 0.04% | 117 | +124,984 | 500.92% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 149,855 | 1,515 | 0.0% | 0.0% | 118 | +11,101 | 8.0% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 143,497 | 1,448 | 0.0% | 0.0% | 119 | +7,671 | 5.65% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 140,637 | 1,421 | 0.0% | 0.0% | 120 | -84,770 | -37.61% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 139,955 | 1,414 | 0.0% | 0.0% | 121 | -322,528 | -69.74% | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 139,878 | 1,414 | 0.01% | 0.01% | 122 | -3,381 | -2.36% | Q4 2025 | Jan 27, 2026 |
| Atria Investments, Inc | History | Added to | 137,684 | 1,391 | 0.02% | 0.01% | 123 | +9,368 | 7.3% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 136,563 | 1,380 | 0.0% | 0.0% | 124 | -14,900 | -9.84% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 134,669 | 1,361 | 0.02% | 0.02% | 125 | +15,742 | 13.24% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 133,581 | 1,350 | 0.01% | 0.01% | 126 | +5,857 | 4.59% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 128,238 | 1,296 | 0.0% | 0.0% | 127 | +11,496 | 9.85% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 125,409 | 1,267 | 0.0% | 0.0% | 128 | +60,234 | 92.42% | Q4 2025 | Feb 18, 2026 |
| Pathstone Holdings, LLC | History | New | 125,206 | 1,265 | 0.0% | — | 129 | +125,206 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 125,442 | 1,236 | 0.0% | 0.0% | 130 | +8,615 | 7.37% | Q4 2025 | Mar 09, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 117,312 | 1,186 | 0.03% | 0.03% | 131 | +59,884 | 104.28% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 114,341 | 1,156 | 0.01% | 0.01% | 132 | -51,710 | -31.14% | Q4 2025 | Jan 05, 2026 |
| Savant Capital, LLC | History | Added to | 113,228 | 1,144 | 0.01% | 0.0% | 133 | +85,646 | 310.51% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 111,826 | 1,130 | 0.0% | — | 134 | +111,826 | New | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 109,422 | 1,106 | 0.02% | 0.02% | 135 | +14,170 | 14.88% | Q4 2025 | Jan 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 106,686 | 1,095 | 0.0% | 0.0% | 136 | -3,894 | -3.52% | Q4 2025 | Jan 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 105,175 | 1,063 | 0.02% | 0.02% | 137 | -29,311 | -21.79% | Q4 2025 | Jan 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 100,971 | 1,020 | 0.02% | 0.02% | 138 | -32,597 | -24.4% | Q4 2025 | Feb 13, 2026 |
| Altshuler Shaham Ltd | History | Reduced | 100,000 | 1,011 | 0.02% | 1.18% | 139 | -7,838,977 | -98.74% | Q4 2025 | Feb 17, 2026 |
| American Assets Investment Management, LLC | History | No change | 100,000 | 1,011 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 99,380 | 1,004 | 0.02% | 0.01% | 141 | +5,749 | 6.14% | Q4 2025 | Jan 05, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 98,897 | 999 | 0.19% | 0.02% | 142 | +88,089 | 815.04% | Q4 2025 | Feb 04, 2026 |
| Calamos Advisors LLC | History | Reduced | 96,862 | 979 | 0.0% | 0.0% | 143 | -1,203 | -1.23% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 95,650 | 967 | 0.01% | 0.01% | 144 | -2,084 | -2.13% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 94,957 | 956 | 0.01% | 0.01% | 145 | +1,431 | 1.53% | Q4 2025 | Feb 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 94,215 | 952 | 0.0% | — | 146 | +94,215 | New | Q4 2025 | Feb 17, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 89,640 | 930 | 0.1% | 0.11% | 147 | -1,165 | -1.28% | Q4 2025 | Jan 21, 2026 |
| NewEdge Wealth, LLC | History | Added to | 91,766 | 927 | 0.01% | 0.01% | 148 | +14,528 | 18.81% | Q4 2025 | Feb 03, 2026 |
| Aquatic Capital Management LLC | History | Added to | 87,487 | 884 | 0.03% | 0.01% | 149 | +8,145 | 10.27% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 86,571 | 875 | 0.02% | — | 150 | +86,571 | New | Q4 2025 | Feb 02, 2026 |
| Ethic Inc. | History | Reduced | 86,544 | 874 | 0.01% | 0.01% | 151 | -8,405 | -8.85% | Q4 2025 | Feb 03, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 86,226 | 871 | 0.0% | 0.0% | 152 | +31,145 | 56.54% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 85,836 | 867 | 0.0% | 0.0% | 153 | +7,950 | 10.21% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 83,165 | 840 | 0.0% | 0.0% | 154 | +16,958 | 25.61% | Q4 2025 | Feb 13, 2026 |
| Dynasty Wealth Management, LLC | History | New | 83,086 | 839 | 0.01% | — | 155 | +83,086 | New | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Added to | 81,731 | 826 | 0.01% | 0.01% | 156 | +26,731 | 48.6% | Q4 2025 | Jan 16, 2026 |
| Cohen Klingenstein LLC | History | No change | 81,613 | 825 | 0.03% | 0.02% | 157 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| M&T BANK CORP | History | Added to | 80,720 | 816 | 0.0% | 0.0% | 158 | +5,541 | 7.37% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 80,281 | 811 | 0.0% | 0.0% | 159 | +21,166 | 35.8% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 79,868 | 807 | 0.04% | 0.04% | 160 | +6,767 | 9.26% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 78,144 | 790 | 0.02% | 0.02% | 161 | -2,640 | -3.27% | Q4 2025 | Feb 13, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 76,530 | 773 | 0.06% | 0.06% | 162 | -138 | -0.18% | Q4 2025 | Feb 03, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 75,918 | 767 | 0.19% | 0.15% | 163 | +3,206 | 4.41% | Q4 2025 | Jan 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 74,352 | 751 | 0.02% | 0.03% | 164 | -36,261 | -32.78% | Q4 2025 | Feb 13, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 71,482 | 722 | 0.33% | 0.33% | 165 | -7,111 | -9.05% | Q4 2025 | Jan 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 71,206 | 719 | 0.01% | 0.01% | 166 | +256 | 0.36% | Q4 2025 | Feb 03, 2026 |
| GLENMEDE TRUST CO NA | History | New | 69,078 | 698 | 0.0% | — | 167 | +69,078 | New | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 68,815 | 695 | 0.0% | 0.0% | 168 | -5,724 | -7.68% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 67,217 | 679 | 0.17% | 0.15% | 169 | +192 | 0.29% | Q4 2025 | Jan 12, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 66,329 | 670 | 0.03% | 0.03% | 170 | +326 | 0.49% | Q4 2025 | Jan 23, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 66,351 | 670 | 0.18% | 0.16% | 171 | +302 | 0.46% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 65,833 | 665 | 0.01% | 0.0% | 172 | +27,674 | 72.52% | Q4 2025 | Jan 26, 2026 |
| Ascent Group, LLC | History | Added to | 65,478 | 661 | 0.02% | 0.01% | 173 | +32,260 | 97.12% | Q4 2025 | Jan 20, 2026 |
| KAHN BROTHERS GROUP INC | History | Reduced | 65,321 | 660 | 0.12% | 0.11% | 174 | -2,706 | -3.98% | Q4 2025 | Feb 12, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 64,828 | 655 | 0.08% | 0.08% | 175 | -4,424 | -6.39% | Q4 2025 | Feb 02, 2026 |
| Future Fund LLC | History | Reduced | 63,803 | 645 | 0.2% | 0.23% | 176 | -8,694 | -11.99% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 63,726 | 644 | 0.0% | 0.0% | 177 | +1,431 | 2.3% | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 62,910 | 636 | 0.01% | 0.01% | 178 | -3,359 | -5.07% | Q4 2025 | Feb 19, 2026 |
| &PARTNERS | History | Added to | 62,125 | 628 | 0.0% | 0.0% | 180 | +9,390 | 17.81% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 62,172 | 628 | 0.01% | 0.01% | 179 | -2,941 | -4.52% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 61,998 | 626 | 0.01% | 0.02% | 181 | +4,723 | 8.25% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 61,352 | 620 | 0.01% | 0.0% | 182 | +28,530 | 86.92% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 60,668 | 613 | 0.01% | 0.16% | 183 | -585,179 | -90.61% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 58,463 | 591 | 0.02% | 0.01% | 184 | +12,712 | 27.79% | Q4 2025 | Feb 06, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 57,628 | 582 | 0.17% | 0.18% | 185 | -5,500 | -8.71% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 57,150 | 577 | 0.0% | 0.0% | 186 | +346 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 56,689 | 573 | 0.0% | 0.0% | 187 | +4,676 | 8.99% | Q4 2025 | Feb 13, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 55,820 | 564 | 0.2% | — | 188 | +55,820 | New | Q4 2025 | Feb 12, 2026 |
| Argent Trust Co | History | Added to | 55,368 | 559 | 0.02% | 0.02% | 189 | +5,071 | 10.08% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 55,058 | 557 | 0.0% | 0.0% | 190 | +1,051 | 1.95% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 54,841 | 554 | 0.0% | 0.0% | 191 | +12,658 | 30.01% | Q4 2025 | Feb 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 54,429 | 550 | 0.01% | 0.0% | 192 | +42,989 | 375.78% | Q4 2025 | Jan 16, 2026 |
| Keystone Financial Planning, Inc. | History | Reduced | 54,366 | 549 | 0.16% | 0.58% | 193 | -168,476 | -75.6% | Q4 2025 | Jan 07, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 54,206 | 548 | 0.03% | 0.02% | 194 | +1,913 | 3.66% | Q4 2025 | Feb 04, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 53,562 | 541 | 0.12% | 0.11% | 195 | -751 | -1.38% | Q4 2025 | Jan 16, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 53,299 | 538 | 0.0% | 0.0% | 196 | +25,007 | 88.39% | Q4 2025 | Feb 09, 2026 |
| Caprock Group, LLC | History | Added to | 52,696 | 532 | 0.01% | 0.01% | 197 | +515 | 0.99% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 51,642 | 522 | 0.0% | 0.0% | 198 | +3,808 | 7.96% | Q4 2025 | Feb 17, 2026 |
| SUMMITRY LLC | History | Added to | 50,815 | 513 | 0.02% | 0.02% | 199 | +6,345 | 14.27% | Q4 2025 | Feb 09, 2026 |
| Torrey Growth & Income Advisors | History | Reduced | 50,334 | 508 | 0.18% | 0.19% | 200 | -21,361 | -29.79% | Q4 2025 | Feb 17, 2026 |
| Cardinal Capital Management | History | Added to | 48,323 | 488 | 0.06% | 0.06% | 201 | +238 | 0.49% | Q4 2025 | Jan 30, 2026 |
| Naviter Wealth, LLC | History | Reduced | 47,461 | 479 | 0.06% | 0.05% | 202 | -2,202 | -4.43% | Q4 2025 | Jan 21, 2026 |
| ExodusPoint Capital Management, LP | History | New | 47,356 | 478 | 0.0% | — | 204 | +47,356 | New | Q4 2025 | Feb 17, 2026 |
| WealthTrust Axiom LLC | History | No change | 47,286 | 478 | 0.12% | 0.11% | 203 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 45,494 | 460 | 0.01% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 44,388 | 448 | 0.01% | 0.01% | 206 | -33,899 | -43.3% | Q4 2025 | Jan 23, 2026 |
| Clarius Group, LLC | History | New | 44,292 | 447 | 0.03% | — | 207 | +44,292 | New | Q4 2025 | Jan 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 44,131 | 446 | 0.03% | 0.02% | 208 | +1,267 | 2.96% | Q4 2025 | Jan 30, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 43,840 | 443 | 0.05% | 0.05% | 209 | -400 | -0.9% | Q4 2025 | Jan 07, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 43,705 | 441 | 0.03% | 0.03% | 210 | -5,838 | -11.78% | Q4 2025 | Jan 13, 2026 |
| Lido Advisors, LLC | History | Added to | 48,899 | 440 | 0.0% | 0.0% | 211 | +1 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Martin Investment Management, LLC | History | Reduced | 42,345 | 428 | 0.12% | 0.11% | 212 | -4,430 | -9.47% | Q4 2025 | Feb 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 41,650 | 421 | 0.03% | 0.02% | 213 | +8,899 | 27.17% | Q4 2025 | Jan 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 41,438 | 420 | 0.01% | 0.0% | 214 | -1,053 | -2.48% | Q4 2025 | Feb 10, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 41,222 | 416 | 0.02% | 0.01% | 215 | +13,922 | 51.0% | Q4 2025 | Jan 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 40,834 | 412 | 0.06% | — | 216 | +40,834 | New | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | Added to | 39,605 | 400 | 0.03% | 0.02% | 217 | +16,978 | 75.03% | Q4 2025 | Jan 13, 2026 |
| R Squared Ltd | History | Added to | 39,576 | 400 | 0.19% | 0.12% | 218 | +7,521 | 23.46% | Q4 2025 | Jan 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 39,425 | 398 | 0.02% | 0.01% | 219 | +18,488 | 88.3% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 38,581 | 390 | 0.0% | 0.0% | 220 | +4,482 | 13.14% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 38,484 | 386 | 0.0% | 0.0% | 221 | +12,793 | 49.8% | Q4 2025 | Jan 15, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 37,076 | 374 | 0.05% | 0.05% | 222 | -898 | -2.36% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 36,789 | 371 | 0.01% | 0.01% | 223 | +431 | 1.19% | Q4 2025 | Jan 23, 2026 |
| Ballentine Partners, LLC | History | Added to | 36,549 | 369 | 0.01% | 0.0% | 224 | +14,191 | 63.47% | Q4 2025 | Feb 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 36,228 | 366 | 0.0% | 0.0% | 225 | +6,858 | 23.35% | Q4 2025 | Feb 09, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 36,108 | 365 | 0.06% | 0.05% | 226 | +364 | 1.02% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 36,196 | 365 | 0.01% | 0.01% | 227 | +14 | 0.04% | Q4 2025 | Feb 03, 2026 |
| Independent Advisor Alliance | History | Added to | 35,848 | 362 | 0.01% | 0.01% | 228 | +13,561 | 60.85% | Q4 2025 | Feb 04, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 35,339 | 357 | 0.08% | 0.07% | 229 | -845 | -2.34% | Q4 2025 | Jan 16, 2026 |
| AlphaCore Capital LLC | History | Reduced | 35,255 | 356 | 0.01% | 0.01% | 230 | -11,360 | -24.37% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 35,018 | 354 | 0.01% | 0.01% | 231 | +8,477 | 31.94% | Q4 2025 | Feb 06, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 34,554 | 349 | 0.11% | 0.13% | 232 | -4,944 | -12.52% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Added to | 34,545 | 349 | 0.01% | 0.01% | 233 | +599 | 1.76% | Q4 2025 | Feb 19, 2026 |
| New Republic Capital, LLC | History | Added to | 33,479 | 338 | 0.09% | 0.03% | 234 | +23,338 | 230.14% | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | Added to | 32,853 | 332 | 0.01% | 0.0% | 235 | +10,574 | 47.46% | Q4 2025 | Jan 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 32,888 | 331 | 0.01% | 0.02% | 236 | +3,439 | 11.68% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 32,372 | 327 | 0.02% | 0.02% | 237 | +153 | 0.47% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Added to | 32,176 | 325 | 0.0% | 0.0% | 238 | +20 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 31,183 | 315 | 0.02% | 0.01% | 239 | +17,991 | 136.38% | Q4 2025 | Mar 04, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 31,137 | 314 | 0.03% | 0.03% | 240 | -901 | -2.81% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 30,895 | 312 | 0.0% | 0.0% | 241 | +13,464 | 77.24% | Q4 2025 | Feb 17, 2026 |
| MANE GLOBAL CAPITAL MANAGEMENT LP | History | New | 30,795 | 311 | 0.02% | — | 242 | +30,795 | New | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | Added to | 30,555 | 308 | 0.01% | 0.01% | 243 | +6,474 | 26.88% | Q4 2025 | Jan 27, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 29,237 | 295 | 0.17% | 0.15% | 244 | -148 | -0.5% | Q4 2025 | Jan 15, 2026 |
| Lafayette Investments, Inc. | History | No change | 29,104 | 294 | 0.06% | 0.05% | 245 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 28,721 | 290 | 0.02% | 0.01% | 246 | +4,114 | 16.72% | Q4 2025 | Feb 11, 2026 |
| May Hill Capital, LLC | History | Added to | 27,494 | 277 | 0.04% | 0.03% | 247 | +17,063 | 163.58% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 27,371 | 276 | 0.0% | 0.0% | 248 | +11,133 | 68.56% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | New | 26,960 | 272 | 0.0% | — | 250 | +26,960 | New | Q4 2025 | Feb 09, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 27,000 | 272 | 0.01% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Reduced | 26,868 | 271 | 0.17% | 0.29% | 251 | -23,000 | -46.12% | Q4 2025 | Feb 04, 2026 |
| Seed Wealth Management, Inc. | History | No change | 26,580 | 268 | 0.18% | 0.16% | 252 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 26,446 | 267 | 0.01% | 0.01% | 253 | +2,997 | 12.78% | Q4 2025 | Jan 29, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 26,275 | 265 | 0.01% | 0.0% | 254 | +3,260 | 14.16% | Q4 2025 | Feb 04, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 25,934 | 262 | 0.13% | 0.13% | 255 | -668 | -2.51% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | Added to | 25,847 | 261 | 0.0% | 0.0% | 256 | +1,406 | 5.75% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 25,736 | 260 | 0.0% | 0.0% | 257 | +7,342 | 39.92% | Q4 2025 | Feb 18, 2026 |
| Versant Capital Management, Inc | History | Added to | 25,494 | 257 | 0.03% | 0.03% | 258 | +4,807 | 23.24% | Q4 2025 | Jan 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 25,138 | 254 | 0.0% | 0.0% | 259 | +2,768 | 12.37% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 24,946 | 252 | 0.0% | 0.0% | 260 | -8,329 | -25.03% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 24,965 | 252 | 0.01% | 0.0% | 261 | +3,505 | 16.33% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 24,744 | 250 | 0.0% | 0.0% | 262 | +1,100 | 4.65% | Q4 2025 | Feb 02, 2026 |
| Wallace Capital Management Inc. | History | Reduced | 24,551 | 248 | 0.03% | 0.06% | 264 | -24,986 | -50.44% | Q4 2025 | Feb 17, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 24,489 | 248 | 0.01% | 0.01% | 263 | -2,900 | -10.59% | Q4 2025 | Feb 13, 2026 |
| Haverford Trust Co | History | No change | 24,454 | 247 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 24,002 | 242 | 0.0% | 0.0% | 266 | +364 | 1.54% | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 23,280 | 236 | 0.0% | 0.0% | 267 | +1,013 | 4.55% | Q4 2025 | Feb 05, 2026 |
| Bollard Group LLC | History | New | 23,277 | 235 | 0.01% | — | 268 | +23,277 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,922 | 231 | 0.0% | 0.0% | 269 | +9,848 | 75.33% | Q4 2025 | Jan 23, 2026 |
| Fielder Capital Group LLC | History | Added to | 22,885 | 231 | 0.05% | 0.05% | 270 | +75 | 0.33% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 22,571 | 228 | 0.0% | — | 271 | +22,571 | New | Q4 2025 | Feb 18, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 22,355 | 226 | 0.05% | — | 273 | +22,355 | New | Q4 2025 | Feb 03, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 22,445 | 226 | 0.01% | 0.01% | 272 | -4,860 | -17.8% | Q4 2025 | Feb 02, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 22,293 | 225 | 0.0% | — | 275 | +22,293 | New | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 22,279 | 225 | 0.01% | — | 274 | +22,279 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 22,050 | 222 | 0.0% | 0.0% | 276 | +6,815 | 44.73% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Added to | 21,885 | 221 | 0.0% | 0.0% | 277 | +220 | 1.02% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 21,731 | 219 | 0.0% | 0.0% | 278 | +569 | 2.69% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 21,361 | 215 | 0.0% | 0.0% | 279 | -661,556 | -96.87% | Q4 2025 | Feb 19, 2026 |
| GAMMA Investing LLC | History | Reduced | 21,324 | 215 | 0.01% | 0.01% | 280 | -2,051 | -8.77% | Q4 2025 | Jan 05, 2026 |
| BAILARD, INC. | History | Reduced | 21,259 | 214 | 0.0% | 0.0% | 281 | -261 | -1.21% | Q4 2025 | Feb 04, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 20,942 | 211 | 0.04% | 0.04% | 282 | +242 | 1.17% | Q4 2025 | Jan 27, 2026 |
| Ariston Services Group | History | No change | 20,721 | 209 | 0.12% | 0.11% | 283 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Keystone Financial Group | History | New | 20,581 | 208 | 0.02% | — | 285 | +20,581 | New | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,654 | 208 | 0.0% | 0.0% | 284 | +2,172 | 11.75% | Q4 2025 | Feb 10, 2026 |
| REXFORD CAPITAL INC | History | Added to | 20,524 | 207 | 0.16% | 0.14% | 286 | +800 | 4.06% | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 20,022 | 202 | 0.0% | 0.0% | 287 | +4,463 | 28.68% | Q4 2025 | Jan 28, 2026 |
| PFG Investments, LLC | History | Reduced | 20,075 | 202 | 0.01% | 0.01% | 288 | -1,065 | -5.04% | Q4 2025 | Jan 26, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 19,807 | 200 | 0.18% | — | 290 | +19,807 | New | Q4 2025 | Mar 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 19,840 | 200 | 0.01% | 0.01% | 289 | +990 | 5.25% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 19,745 | 199 | 0.01% | 0.01% | 291 | -4,235 | -17.66% | Q4 2025 | Feb 17, 2026 |
| Greenwich Wealth Management LLC | History | No change | 19,546 | 198 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Reduced | 19,564 | 197 | 0.0% | 0.0% | 293 | -273,287 | -93.32% | Q4 2025 | Feb 13, 2026 |
| EWA, LLC | History | New | 19,168 | 193 | 0.05% | — | 294 | +19,168 | New | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 19,053 | 192 | 0.0% | 0.0% | 295 | +6,307 | 49.48% | Q4 2025 | Feb 06, 2026 |
| Golden State Equity Partners | History | Added to | 18,590 | 187 | 0.03% | 0.03% | 296 | +505 | 2.79% | Q4 2025 | Jan 29, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 18,301 | 185 | 0.0% | 0.0% | 299 | -6,406 | -25.93% | Q4 2025 | Jan 29, 2026 |
| Keel Point, LLC | History | Added to | 18,340 | 185 | 0.01% | 0.01% | 300 | +4,405 | 31.61% | Q4 2025 | Feb 12, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 18,414 | 185 | 0.0% | 0.0% | 297 | +2,080 | 12.73% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 18,311 | 185 | 0.0% | 0.0% | 301 | -1,885 | -9.33% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Added to | 18,318 | 185 | 0.0% | 0.0% | 298 | +167 | 0.92% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 17,849 | 180 | 0.0% | 0.0% | 302 | +464 | 2.67% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 17,783 | 179 | 0.01% | — | 303 | +17,783 | New | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 17,884 | 178 | 0.0% | 0.0% | 304 | +528 | 3.04% | Q4 2025 | Feb 11, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 17,477 | 176 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 17,170 | 173 | 0.0% | 0.0% | 306 | -4,159 | -19.5% | Q4 2025 | Jan 22, 2026 |
| Beacon Financial Strategies CORP | History | No change | 19,888 | 173 | 0.1% | 0.09% | 307 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Yoffe Investment Management, LLC | History | No change | 17,073 | 172 | 0.22% | 0.2% | 308 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Choate Investment Advisors | History | Reduced | 17,006 | 171 | 0.0% | 0.0% | 309 | -5,934 | -25.87% | Q4 2025 | Feb 09, 2026 |
| PDS Planning, Inc | History | Reduced | 16,654 | 168 | 0.01% | 0.01% | 310 | -1,864 | -10.07% | Q4 2025 | Jan 26, 2026 |
| Moors & Cabot, Inc. | History | No change | 16,334 | 165 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 16,205 | 163 | 0.0% | 0.0% | 312 | +1,049 | 6.92% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 15,940 | 161 | 0.0% | 0.0% | 314 | -3,051 | -16.07% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 15,976 | 161 | 0.01% | 0.01% | 313 | -144 | -0.89% | Q4 2025 | Feb 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 15,836 | 160 | 0.01% | — | 315 | +15,836 | New | Q4 2025 | Feb 17, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 15,533 | 157 | 0.02% | 0.02% | 316 | +378 | 2.49% | Q4 2025 | Feb 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 15,617 | 157 | 0.03% | 0.03% | 317 | +66 | 0.42% | Q4 2025 | Jan 30, 2026 |
| Drucker Wealth 3.0, LLC | History | New | 15,503 | 156 | 0.03% | — | 318 | +15,503 | New | Q4 2025 | Feb 03, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 15,212 | 153 | 0.0% | 0.0% | 319 | -1,444 | -8.67% | Q4 2025 | Jan 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 14,885 | 150 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 14,525 | 146 | 0.01% | 0.01% | 321 | -860 | -5.59% | Q4 2025 | Jan 27, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 14,047 | 142 | 0.0% | 0.0% | 322 | +9,411 | 203.0% | Q4 2025 | Feb 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 14,053 | 142 | 0.02% | 0.02% | 323 | +182 | 1.31% | Q4 2025 | Jan 22, 2026 |
| McAdam, LLC | History | New | 13,686 | 138 | 0.01% | — | 324 | +13,686 | New | Q4 2025 | Feb 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 13,491 | 136 | 0.0% | 0.0% | 325 | -591 | -4.2% | Q4 2025 | Feb 11, 2026 |
| West Family Investments, Inc. | History | Reduced | 13,481 | 136 | 0.03% | 4.27% | 326 | -568 | -4.04% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 13,344 | 134 | 0.01% | 0.01% | 327 | -1,154 | -7.96% | Q4 2025 | Jan 21, 2026 |
| Essex Bank | History | Added to | 13,295 | 134 | 0.03% | 0.03% | 328 | +25 | 0.19% | Q4 2025 | Feb 02, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 13,061 | 132 | 0.0% | — | 330 | +13,061 | New | Q4 2025 | Jan 07, 2026 |
| Hilltop National Bank | History | Added to | 13,124 | 132 | 0.03% | 0.01% | 329 | +9,895 | 306.44% | Q4 2025 | Jan 07, 2026 |
| Venturi Wealth Management, LLC | History | New | 13,041 | 131 | 0.01% | — | 332 | +13,041 | New | Q4 2025 | Jan 22, 2026 |
| GABELLI FUNDS LLC | History | New | 13,000 | 131 | 0.0% | — | 331 | +13,000 | New | Q4 2025 | Feb 05, 2026 |
| Prospect Financial Group LLC | History | Reduced | 12,661 | 128 | 0.12% | 0.13% | 334 | -2,043 | -13.89% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Added to | 12,738 | 128 | 0.0% | 0.0% | 333 | +311 | 2.5% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 12,863 | 127 | 0.0% | — | 336 | +12,863 | New | Q4 2025 | Feb 05, 2026 |
| Busey Bank | History | New | 12,645 | 127 | 0.0% | — | 335 | +12,645 | New | Q4 2025 | Jan 27, 2026 |
| Procyon Advisors, LLC | History | Added to | 12,478 | 126 | 0.01% | 0.01% | 337 | +931 | 8.06% | Q4 2025 | Jan 07, 2026 |
| Stratos Investment Management, LLC | History | New | 12,325 | 124 | 0.0% | — | 339 | +12,325 | New | Q4 2025 | Jan 20, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 12,314 | 124 | 0.0% | 0.0% | 338 | +67 | 0.55% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 12,173 | 123 | 0.01% | 0.01% | 340 | -295 | -2.37% | Q4 2025 | Feb 05, 2026 |
| Bain Capital Public Equity, LP | History | New | 12,144 | 122 | 0.07% | — | 342 | +12,144 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 12,098 | 122 | 0.01% | 0.01% | 341 | +1,715 | 16.52% | Q4 2025 | Feb 13, 2026 |
| Frec Markets, Inc. | History | New | 11,983 | 121 | 0.04% | — | 346 | +11,983 | New | Q4 2025 | Feb 17, 2026 |
| Cromwell Holdings LLC | History | Added to | 12,060 | 121 | 0.07% | 0.05% | 345 | +2,357 | 24.29% | Q4 2025 | Jan 20, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 12,000 | 121 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ballew Advisors, Inc | History | No change | 12,411 | 121 | 0.07% | 0.06% | 344 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allen Capital Group, LLC | History | New | 11,899 | 120 | 0.01% | — | 347 | +11,899 | New | Q4 2025 | Feb 09, 2026 |
| COMMERCE BANK | History | New | 11,675 | 118 | 0.0% | — | 348 | +11,675 | New | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | No change | 11,676 | 118 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Marotta Asset Management | History | Reduced | 11,639 | 117 | 0.02% | 0.02% | 351 | -455 | -3.76% | Q4 2025 | Jan 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 11,656 | 117 | 0.0% | 0.0% | 350 | +318 | 2.8% | Q4 2025 | Feb 02, 2026 |
| Sage Mountain Advisors LLC | History | No change | 11,409 | 115 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Added to | 11,297 | 114 | 0.0% | 0.0% | 354 | +9,538 | 542.24% | Q4 2025 | Feb 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 11,373 | 114 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Holistic Financial Partners | History | Reduced | 11,187 | 113 | 0.04% | 0.05% | 357 | -2,491 | -18.21% | Q4 2025 | Jan 07, 2026 |
| Composition Wealth, LLC | History | Added to | 11,274 | 113 | 0.0% | 0.0% | 355 | +601 | 5.63% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 11,207 | 113 | 0.0% | 0.0% | 356 | -138 | -1.22% | Q4 2025 | Jan 20, 2026 |
| MidFirst Bank | History | New | 11,059 | 111 | 0.01% | — | 361 | +11,059 | New | Q4 2025 | Feb 25, 2026 |
| Aureus Asset Management, LLC | History | New | 11,001 | 111 | 0.01% | — | 358 | +11,001 | New | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | New | 10,996 | 111 | 0.01% | — | 359 | +10,996 | New | Q4 2025 | Jan 21, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 11,042 | 111 | 0.02% | 0.03% | 360 | +182 | 1.68% | Q4 2025 | Feb 10, 2026 |
| Atala Financial Inc | History | No change | 10,871 | 109 | 0.07% | 0.06% | 362 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PCM Encore, LLC | History | New | 10,754 | 108 | 0.02% | — | 363 | +10,754 | New | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | New | 10,652 | 107 | 0.0% | — | 365 | +10,652 | New | Q4 2025 | Jan 16, 2026 |
| Magnetar Financial LLC | History | New | 10,617 | 107 | 0.0% | — | 364 | +10,617 | New | Q4 2025 | Feb 17, 2026 |
| Old Port Advisors | History | Reduced | 10,601 | 107 | 0.03% | 0.03% | 366 | -1,421 | -11.82% | Q4 2025 | Jan 08, 2026 |
| Park Place Capital Corp | History | Reduced | 10,562 | 106 | 0.02% | 0.02% | 367 | -307 | -2.82% | Q4 2025 | Jan 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,472 | 105 | 0.0% | 0.01% | 368 | -5,920 | -36.12% | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 10,376 | 104 | 0.0% | 0.0% | 369 | -16,300 | -61.1% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 10,197 | 103 | 0.0% | — | 370 | +10,197 | New | Q4 2025 | Feb 02, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 10,209 | 103 | 0.05% | 0.05% | 371 | -980 | -8.76% | Q4 2025 | Feb 09, 2026 |
| a16z Perennial Management, L.P. | History | No change | 10,097 | 102 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | New | 10,027 | 101 | 0.0% | — | 375 | +10,027 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 10,044 | 101 | 0.0% | 0.0% | 374 | -7,862 | -43.91% | Q4 2025 | Feb 12, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Reduced | 10,064 | 101 | 0.04% | 0.03% | 373 | -375 | -3.59% | Q4 2025 | Feb 10, 2026 |
| McMillan Office, Inc. | History | New | 9,055 | 91 | 0.01% | — | 376 | +9,055 | New | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 8,692 | 87 | 0.0% | 0.0% | 378 | -610 | -6.56% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,659 | 87 | 0.01% | 0.01% | 377 | +467 | 5.7% | Q4 2025 | Jan 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 8,394 | 84 | 0.02% | 0.04% | 379 | +2,073 | 32.8% | Q4 2025 | Mar 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 7,987 | 80 | 0.0% | 0.0% | 380 | -4,798 | -37.53% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 7,800 | 78 | 0.0% | — | 381 | +7,800 | New | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 7,469 | 75 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 7,427 | 75 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CENTRAL TRUST Co | History | Reduced | 7,329 | 74 | 0.0% | 0.0% | 384 | -720 | -8.95% | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 7,236 | 73 | 0.01% | 0.01% | 386 | -420 | -5.49% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 7,279 | 73 | 0.0% | 0.0% | 385 | +39 | 0.54% | Q4 2025 | Feb 06, 2026 |
| TSFG, LLC | History | No change | 6,865 | 69 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 6,264 | 63 | 0.0% | 0.0% | 388 | +2,567 | 69.43% | Q4 2025 | Feb 04, 2026 |
| AdvisorNet Financial, Inc | History | No change | 6,097 | 61 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ASSETMARK, INC | History | Added to | 5,962 | 60 | 0.0% | 0.0% | 390 | +1,252 | 26.58% | Q4 2025 | Jan 23, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 5,694 | 57 | 0.0% | 0.0% | 392 | -250 | -4.21% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,693 | 57 | 0.0% | 0.0% | 391 | +75 | 1.33% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 5,488 | 55 | 0.01% | 0.03% | 393 | -1,424 | -20.6% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 5,420 | 54 | 0.0% | — | 394 | +5,420 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Added to | 5,116 | 51 | 0.0% | 0.0% | 395 | +4,318 | 541.1% | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | Added to | 4,638 | 46 | 0.0% | 0.0% | 396 | +47 | 1.02% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Added to | 4,347 | 44 | 0.0% | 0.0% | 397 | +112 | 2.64% | Q4 2025 | Feb 17, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 4,155 | 42 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Added to | 4,149 | 41 | 0.0% | 0.0% | 399 | +360 | 9.5% | Q4 2025 | Jan 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3,966 | 40 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ransom Advisory, Ltd | History | Added to | 3,819 | 38 | 0.01% | 0.01% | 402 | +819 | 27.3% | Q4 2025 | Jan 06, 2026 |
| IFP Advisors, Inc | History | Added to | 3,799 | 38 | 0.0% | 0.0% | 401 | +607 | 19.02% | Q4 2025 | Feb 06, 2026 |
| Addison Advisors LLC | History | Reduced | 3,658 | 36 | 0.01% | 0.01% | 404 | -841 | -18.69% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 3,575 | 36 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,500 | 35 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GW&K Investment Management, LLC | History | No change | 3,500 | 35 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Citizens National Bank Trust Department | History | No change | 3,276 | 33 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,166 | 32 | 0.0% | 0.0% | 408 | +136 | 4.49% | Q4 2025 | Feb 10, 2026 |
| Grove Bank & Trust | History | No change | 3,009 | 30 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,847 | 28 | 0.0% | 0.0% | 411 | +1,433 | 101.34% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | Added to | 2,835 | 28 | 0.0% | 0.0% | 410 | +600 | 26.85% | Q4 2025 | Jan 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 2,725 | 28 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| City State Bank | History | No change | 2,758 | 27 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 2,381 | 26 | 0.02% | 0.01% | 414 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,562 | 25 | 0.0% | 0.0% | 415 | -13 | -0.5% | Q4 2025 | Jan 14, 2026 |
| EFG International AG | History | New | 2,305 | 23 | 0.0% | — | 416 | +2,305 | New | Q4 2025 | Feb 17, 2026 |
| Stephens Consulting, LLC | History | Added to | 2,215 | 22 | 0.01% | 0.0% | 417 | +2,000 | 930.23% | Q4 2025 | Jan 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,069 | 20 | 0.0% | — | 420 | +2,069 | New | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,002 | 20 | 0.0% | 0.0% | 423 | +454 | 29.33% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,046 | 20 | 0.0% | 0.0% | 422 | +402 | 24.45% | Q4 2025 | Jan 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 2,000 | 20 | 0.0% | 0.0% | 418 | -102 | -4.85% | Q4 2025 | Feb 02, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,000 | 20 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,997 | 20 | 0.01% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Graney & King, LLC | History | No change | 2,003 | 20 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,791 | 18 | 0.0% | 0.0% | 426 | +183 | 11.38% | Q4 2025 | Jan 28, 2026 |
| HM PAYSON & CO | History | No change | 1,810 | 18 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Co / SC | History | No change | 1,831 | 18 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | Reduced | 1,727 | 17 | 0.0% | 0.0% | 428 | -267 | -13.39% | Q4 2025 | Feb 09, 2026 |
| West Branch Capital LLC | History | No change | 1,714 | 17 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 1,647 | 16 | 0.01% | — | 432 | +1,647 | New | Q4 2025 | Feb 11, 2026 |
| Aviso Financial Inc. | History | New | 1,603 | 16 | 0.0% | — | 431 | +1,603 | New | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,674 | 16 | 0.0% | 0.0% | 430 | -652 | -28.03% | Q4 2025 | Jan 22, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,506 | 15 | 0.0% | 0.0% | 433 | -199 | -11.67% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,408 | 14 | 0.0% | 0.0% | 437 | +309 | 28.12% | Q4 2025 | Jan 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,466 | 14 | 0.0% | 0.0% | 434 | +283 | 23.92% | Q4 2025 | Jan 30, 2026 |
| Costello Asset Management, INC | History | Reduced | 1,400 | 14 | 0.0% | 0.0% | 436 | -200 | -12.5% | Q4 2025 | Feb 03, 2026 |
| Independence Bank of Kentucky | History | Added to | 1,394 | 14 | 0.0% | 0.0% | 435 | +164 | 13.33% | Q4 2025 | Jan 20, 2026 |
| Navigoe, LLC | History | No change | 1,466 | 14 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 1,335 | 13 | 0.0% | 0.0% | 439 | -1,770 | -57.0% | Q4 2025 | Jan 20, 2026 |
| UNION SAVINGS BANK | History | New | 1,333 | 13 | 0.01% | — | 441 | +1,333 | New | Q4 2025 | Mar 06, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 1,372 | 13 | 0.0% | 0.0% | 440 | -115 | -7.73% | Q4 2025 | Feb 03, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1,177 | 12 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,662 | 12 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,285 | 12 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 1,175 | 11 | 0.0% | — | 447 | +1,175 | New | Q4 2025 | Mar 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,155 | 11 | 0.0% | 0.0% | 445 | +568 | 96.76% | Q4 2025 | Feb 09, 2026 |
| LRI Investments, LLC | History | Reduced | 1,106 | 11 | 0.0% | 0.0% | 449 | -471 | -29.87% | Q4 2025 | Feb 04, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,040 | 11 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,095 | 11 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,128 | 11 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,000 | 10 | 0.0% | 0.0% | 453 | +700 | 233.33% | Q4 2025 | Jan 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 997 | 10 | 0.0% | 0.0% | 452 | +470 | 89.18% | Q4 2025 | Jan 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,058 | 10 | 0.0% | 0.0% | 455 | +179 | 20.36% | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,009 | 10 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TCTC Holdings, LLC | History | No change | 1,017 | 10 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clean Yield Group | History | No change | 1,000 | 10 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,039 | 10 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | No change | 1,064 | 10 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | No change | 1,007 | 10 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Advisors LLC | History | New | 956 | 9 | 0.0% | — | 465 | +956 | New | Q4 2025 | Jan 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 987 | 9 | 0.0% | 0.0% | 461 | -328 | -24.94% | Q4 2025 | Feb 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 970 | 9 | 0.0% | 0.0% | 460 | +161 | 19.9% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Reduced | 915 | 9 | 0.0% | 0.0% | 464 | -75 | -7.58% | Q4 2025 | Feb 02, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 950 | 9 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CNB Bank | History | No change | 910 | 9 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 950 | 9 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Corp | History | No change | 890 | 9 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MTM Investment Management, LLC | History | No change | 989 | 9 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 916 | 9 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Fairman Group, LLC | History | No change | 927 | 9 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | No change | 920 | 9 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 971 | 9 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 856 | 8 | 0.01% | — | 480 | +825 | 2661.29% | Q4 2025 | Feb 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 807 | 8 | 0.0% | — | 478 | +807 | New | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 882 | 8 | 0.0% | 0.0% | 473 | +127 | 16.82% | Q4 2025 | Jan 29, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 781 | 8 | 0.0% | 0.0% | 479 | +100 | 14.68% | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 849 | 8 | 0.0% | 0.0% | 477 | +45 | 5.6% | Q4 2025 | Feb 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 855 | 8 | 0.0% | 0.0% | 474 | -16 | -1.84% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 850 | 8 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 818 | 8 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 787 | 7 | 0.0% | — | 487 | +787 | New | Q4 2025 | Feb 19, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 789 | 7 | 0.0% | 0.0% | 483 | +344 | 77.3% | Q4 2025 | Jan 22, 2026 |
| True Wealth Design, LLC | History | Added to | 710 | 7 | 0.0% | 0.0% | 486 | +87 | 13.96% | Q4 2025 | Jan 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 773 | 7 | 0.0% | 0.0% | 481 | +68 | 9.65% | Q4 2025 | Jan 20, 2026 |
| DT Investment Partners, LLC | History | No change | 730 | 7 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 737 | 7 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Financial Connections Group, Inc. | History | No change | 741 | 7 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 598 | 6 | 0.0% | — | 492 | +598 | New | Q4 2025 | Feb 09, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 650 | 6 | 0.0% | 0.0% | 491 | +500 | 333.33% | Q4 2025 | Feb 17, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 636 | 6 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| First Command Advisory Services, Inc. | History | No change | 647 | 6 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Piscataqua Savings Bank | History | No change | 682 | 6 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Perspectives, Inc | History | No change | 628 | 6 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF VERMONT | History | Added to | 563 | 5 | 0.0% | 0.0% | 496 | +363 | 181.5% | Q4 2025 | Jan 16, 2026 |
| Millstone Evans Group, LLC | History | Added to | 592 | 5 | 0.0% | 0.0% | 500 | +231 | 63.99% | Q4 2025 | Feb 02, 2026 |
| SouthState Bank Corp | History | Added to | 533 | 5 | 0.0% | 0.0% | 494 | +213 | 66.56% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 593 | 5 | 0.0% | 0.0% | 498 | +178 | 42.89% | Q4 2025 | Jan 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 511 | 5 | 0.0% | 0.0% | 499 | -165 | -24.41% | Q4 2025 | Feb 10, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 551 | 5 | 0.0% | 0.0% | 495 | -100 | -15.36% | Q4 2025 | Jan 29, 2026 |
| Colonial Trust Advisors | History | No change | 519 | 5 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 439 | 4 | 0.0% | — | 508 | +439 | New | Q4 2025 | Feb 05, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 404 | 4 | 0.0% | 0.0% | 506 | +291 | 257.52% | Q4 2025 | Mar 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 400 | 4 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 458 | 4 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MOTCO | History | No change | 408 | 4 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | No change | 480 | 4 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 400 | 4 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Arlington Trust Co LLC | History | No change | 400 | 4 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Nova Wealth Management, Inc. | History | No change | 396 | 4 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Signature Equity Partners, LLC | History | New | 394 | 3 | 0.0% | — | 529 | +394 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 378 | 3 | 0.0% | — | 513 | +378 | New | Q4 2025 | Jan 20, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 355 | 3 | 0.0% | — | 530 | +355 | New | Q4 2025 | Feb 19, 2026 |
| Garner Asset Management Corp | History | New | 350 | 3 | 0.0% | — | 520 | +350 | New | Q4 2025 | Feb 03, 2026 |
| WealthCollab, LLC | History | Reduced | 300 | 3 | 0.0% | 0.0% | 525 | -350 | -53.85% | Q4 2025 | Jan 27, 2026 |
| Stone House Investment Management, LLC | History | New | 339 | 3 | 0.0% | — | 519 | +339 | New | Q4 2025 | Jan 21, 2026 |
| Trust Co | History | New | 308 | 3 | 0.0% | — | 517 | +308 | New | Q4 2025 | Jan 15, 2026 |
| Navalign, LLC | History | New | 305 | 3 | 0.0% | — | 522 | +305 | New | Q4 2025 | Feb 05, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 326 | 3 | 0.0% | 0.0% | 523 | +137 | 72.49% | Q4 2025 | Feb 24, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 298 | 3 | 0.0% | 0.0% | 521 | -43 | -12.61% | Q4 2025 | Feb 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 317 | 3 | 0.0% | 0.0% | 526 | -1 | -0.31% | Q4 2025 | Jan 29, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 393 | 3 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WEBSTER BANK, N. A. | History | No change | 348 | 3 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COUNTRY TRUST BANK | History | No change | 300 | 3 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 375 | 3 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Asset Dedication, LLC | History | No change | 356 | 3 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | No change | 249 | 3 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 375 | 3 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 321 | 3 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 375 | 3 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | Reduced | 286 | 2 | 0.0% | 0.0% | 536 | -322 | -52.96% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 273 | 2 | 0.0% | — | 547 | +273 | New | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | New | 266 | 2 | 0.0% | — | 534 | +266 | New | Q4 2025 | Feb 12, 2026 |
| Community Bank, N.A. | History | New | 241 | 2 | 0.0% | — | 535 | +241 | New | Q4 2025 | Feb 04, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 296 | 2 | 0.0% | — | 533 | +218 | 279.49% | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 207 | 2 | 0.0% | — | 546 | +207 | New | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 200 | 2 | 0.0% | — | 531 | +200 | New | Q4 2025 | Jan 20, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 230 | 2 | 0.0% | 0.0% | 539 | -79 | -25.57% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Reduced | 276 | 2 | 0.0% | 0.0% | 544 | -43 | -13.48% | Q4 2025 | Feb 12, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 250 | 2 | 0.0% | 0.0% | 537 | +21 | 9.17% | Q4 2025 | Jan 05, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 214 | 2 | 0.0% | 0.0% | 543 | +10 | 4.9% | Q4 2025 | Feb 10, 2026 |
| CGC Financial Services, LLC | History | Reduced | 292 | 2 | 0.0% | 0.0% | 541 | -1 | -0.34% | Q4 2025 | Feb 03, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 211 | 2 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Truvestments Capital LLC | History | No change | 291 | 2 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | No change | 221 | 2 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| YANKCOM Partnership | History | No change | 210 | 2 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 200 | 2 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Towne Trust Company, N.A | History | Reduced | 100 | 1 | 0.0% | 0.0% | 550 | -400 | -80.0% | Q4 2025 | Jan 26, 2026 |
| Bare Financial Services, Inc | History | Reduced | 188 | 1 | 0.0% | 0.0% | 567 | -325 | -63.35% | Q4 2025 | Feb 06, 2026 |
| Nemes Rush Group LLC | History | New | 177 | 1 | 0.0% | — | 565 | +177 | New | Q4 2025 | Feb 11, 2026 |
| West Financial Advisors, LLC | History | New | 170 | 1 | 0.0% | — | 562 | +170 | New | Q4 2025 | Jan 13, 2026 |
| Strategic Wealth Advisors LLC | History | New | 150 | 1 | 0.0% | — | 573 | +150 | New | Q4 2025 | Feb 03, 2026 |
| CVA Family Office, LLC | History | Reduced | 125 | 1 | 0.0% | 0.0% | 561 | -106 | -45.89% | Q4 2025 | Jan 12, 2026 |
| Kilter Group LLC | History | Added to | 124 | 1 | 0.0% | — | 570 | +104 | 520.0% | Q4 2025 | Feb 13, 2026 |
| Meramec Financial Planners, LLC | History | New | 100 | 1 | 0.0% | — | 572 | +100 | New | Q4 2025 | Feb 10, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 168 | 1 | 0.0% | — | 569 | +66 | 64.71% | Q4 2025 | Jan 07, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 185 | 1 | 0.0% | 0.0% | 564 | +59 | 46.83% | Q4 2025 | Jan 21, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 100 | 1 | 0.0% | — | 548 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 190 | 1 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 1 | 0.0% | — | 551 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 100 | 1 | 0.0% | — | 552 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | No change | 140 | 1 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Oakworth Capital, Inc. | History | No change | 100 | 1 | 0.0% | — | 554 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Heritage Wealth Advisors | History | No change | 123 | 1 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pacific Center for Financial Services | History | No change | 144 | 1 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pflug Koory, LLC | History | No change | 100 | 1 | 0.0% | — | 557 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 100 | 1 | 0.0% | — | 558 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | No change | 100 | 1 | 0.0% | — | 559 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pacifica Partners Inc. | History | No change | 175 | 1 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Corsicana & Co. | History | No change | 125 | 1 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Aspect Partners, LLC | History | No change | 100 | 1 | 0.0% | — | 566 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bank & Trust Co | History | No change | 163 | 1 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 172 | 1 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -3,124,287 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,434,399 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -971,808 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -523,016 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arlington Partners LLC | History | Closed out | 0 | 0 | — | 1.58% | — | -508,886 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -356,750 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -242,796 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -239,528 | -100.0% | Q3 2025 | Oct 17, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -230,879 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.6% | — | -163,003 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.01% | — | -157,116 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Canal Insurance CO | History | Closed out | 0 | 0 | — | 0.19% | — | -100,000 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -91,134 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -81,278 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -79,046 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -77,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -57,355 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -49,724 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -49,067 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -48,439 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -40,234 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -37,735 | -100.0% | Q3 2025 | Nov 06, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -34,823 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -31,395 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -28,551 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -19,039 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,836 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,784 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Optas, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,867 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MEYER HANDELMAN CO | History | Closed out | 0 | 0 | — | 0.0% | — | -17,169 | -100.0% | Q3 2025 | Oct 16, 2025 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -17,028 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,700 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,542 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,275 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arkos Global Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -14,625 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.02% | — | -14,489 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,103 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Baron Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,646 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Saranac Partners Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,410 | -100.0% | Q3 2025 | Dec 05, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,673 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,246 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,087 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,072 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,592 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.07% | — | -6,234 | -100.0% | Q3 2025 | Feb 05, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,826 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,062 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,411 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -2,061 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,593 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,451 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -808 | -100.0% | Q3 2025 | Oct 16, 2025 |
| VSM Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jackson, Grant Investment Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -798 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -767 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PARK CIRCLE Co | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ESL Trust Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -395 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -372 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -333 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 73 | 0 | — | 0.0% | — | -300 | -80.43% | Q4 2025 | Feb 05, 2026 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 03, 2025 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -263 | -100.0% | Q3 2025 | Nov 25, 2025 |
| Abound Wealth Management | History | Reduced | 26 | 0 | — | 0.0% | — | -242 | -90.3% | Q4 2025 | Jan 12, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 06, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | — | — | -101 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Jan 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 92 | 0 | — | 0.0% | — | -82 | -47.13% | Q4 2025 | Jan 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 81 | 0 | — | — | — | +81 | New | Q4 2025 | Jan 28, 2026 |
| Manchester Capital Management LLC | History | New | 79 | 0 | — | — | — | +79 | New | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 78 | 0 | — | — | — | +78 | New | Q4 2025 | Jan 27, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 66 | 0 | — | — | — | +66 | New | Q4 2025 | Feb 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 60 | 0 | — | — | — | +60 | New | Q4 2025 | Jan 28, 2026 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | — | — | -58 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PITTENGER & ANDERSON INC | History | New | 53 | 0 | — | — | — | +53 | New | Q4 2025 | Feb 02, 2026 |
| Strive Financial Group ,LLC | History | New | 39 | 0 | — | — | — | +39 | New | Q4 2025 | Feb 18, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 05, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BAYBAN | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Mar 05, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Morse Asset Management, Inc | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q4 2025 | Feb 03, 2026 |
| NATIXIS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Leonteq Securities AG | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| POM Investment Strategies, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Capital Management Investments LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Centennial Bank/AR/ | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| American Capital Advisory, LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Holos Integrated Wealth LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |