HONDA MOTOR CO LTD - HMC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 44 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Reduced | 10,532,249 | 310,490 | 0.11% | 0.12% | 1 | -40,256 | -0.38% | Q4 2025 | Feb 09, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 4,391,701 | 127,359 | 2.1% | 2.28% | 2 | -15,971 | -0.36% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 3,477,779 | 102,525 | 0.01% | 0.01% | 3 | -1,596,235 | -31.46% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,735,631 | 80,646 | 0.01% | 0.01% | 4 | -1,464,649 | -34.87% | Q4 2025 | Feb 17, 2026 |
| DONALD SMITH & CO., INC. | History | Added to | 2,648,828 | 78,087 | 1.46% | 1.26% | 5 | +590,128 | 28.67% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,502,038 | 73,760 | 0.01% | 0.01% | 6 | -240,203 | -8.76% | Q4 2025 | Mar 25, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 2,302,204 | 67,868 | 1.37% | 1.47% | 7 | +27,965 | 1.23% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 2,239,792 | 66,029 | 0.0% | 0.0% | 8 | -63,358 | -2.75% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 1,776,586 | 52,373 | 0.0% | 0.0% | 9 | -39,641 | -2.18% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,581,361 | 46,618 | 0.01% | 0.01% | 10 | -78,842 | -4.75% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,198,316 | 35,326 | 0.03% | 0.03% | 11 | +72,476 | 6.44% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,094,152 | 32,255 | 0.0% | 0.0% | 12 | -102,135 | -8.54% | Q4 2025 | Feb 17, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 953,081 | 28,097 | 0.21% | 0.22% | 13 | +57,039 | 6.37% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 864,741 | 25,492 | 0.07% | 0.02% | 14 | +680,217 | 368.63% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 808,513 | 23,834 | 0.01% | 0.01% | 15 | +103,195 | 14.63% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 788,084 | 23,232 | 0.06% | 0.07% | 16 | +623 | 0.08% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 549,317 | 16,195 | 0.01% | 0.01% | 17 | +34,499 | 6.7% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 528,065 | 15,567 | 0.0% | 0.0% | 18 | +16,011 | 3.13% | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 439,203 | 12,947 | 0.01% | 0.0% | 19 | +402,390 | 1093.06% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 397,086 | 11,706 | 0.0% | 0.0% | 20 | +221,392 | 126.01% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 396,440 | 11,687 | 0.06% | 0.06% | 21 | +70,289 | 21.55% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 386,928 | 11,406 | 0.01% | 0.0% | 22 | +272,818 | 239.08% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 383,792 | 11,314 | 0.0% | 0.0% | 23 | +253,692 | 195.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 383,170 | 11,295 | 0.0% | 0.01% | 24 | -639,316 | -62.53% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 378,162 | 11,148 | 0.02% | 0.03% | 25 | +12,615 | 3.45% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 354,231 | 10,442 | 0.0% | — | 26 | +354,231 | New | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 322,100 | 9,495 | 0.01% | 0.02% | 27 | -162,100 | -33.48% | Q4 2025 | Feb 12, 2026 |
| Auto-Owners Insurance Co | History | Added to | 291,150 | 8,583 | 0.18% | 0.13% | 28 | +123,000 | 73.15% | Q4 2025 | Mar 09, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 286,593 | 8,448 | 0.01% | 0.0% | 29 | +227,793 | 387.4% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 252,984 | 7,457 | 0.0% | 0.0% | 30 | +8,856 | 3.63% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 252,571 | 7,445 | 0.0% | 0.0% | 31 | -91,467 | -26.59% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 236,540 | 6,973 | 0.01% | 0.02% | 32 | +5,167 | 2.23% | Q4 2025 | Jan 23, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 190,680 | 5,621 | 0.01% | 0.01% | 33 | -2,500 | -1.29% | Q4 2025 | Feb 06, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 184,830 | 5,448 | 0.86% | 0.88% | 34 | +2,252 | 1.23% | Q4 2025 | Jan 12, 2026 |
| Addenda Capital Inc. | History | Reduced | 179,400 | 5,288 | 0.16% | 0.18% | 35 | -19,583 | -9.84% | Q4 2025 | Jan 22, 2026 |
| Walleye Capital LLC | History | New | 178,899 | 5,273 | 0.02% | — | 36 | +178,899 | New | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 176,833 | 5,213 | 0.0% | 0.0% | 37 | -134 | -0.08% | Q4 2025 | Feb 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 174,454 | 5,142 | 0.22% | 0.2% | 38 | +17,790 | 11.36% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 172,765 | 5,093 | 0.01% | 0.01% | 39 | +3,977 | 2.36% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 161,906 | 4,773 | 0.01% | 0.01% | 40 | -39,535 | -19.63% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 161,769 | 4,768 | 0.0% | 0.0% | 41 | -10,244 | -5.96% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 161,124 | 4,749 | 0.07% | 0.08% | 42 | -20,762 | -11.41% | Q4 2025 | Feb 03, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 144,429 | 4,257 | 0.3% | 0.27% | 43 | +29,766 | 25.96% | Q4 2025 | Jan 14, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 142,234 | 4,193 | 0.53% | 0.59% | 44 | -2,631 | -1.82% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 140,291 | 4,135 | 0.0% | 0.0% | 45 | +18,124 | 14.84% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 137,231 | 4,045 | 0.0% | 0.0% | 46 | -10,952 | -7.39% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 132,856 | 3,916 | 0.0% | 0.0% | 47 | -4,511 | -3.28% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 131,139 | 3,865 | 0.04% | 0.04% | 48 | +14,339 | 12.28% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 130,287 | 3,840 | 0.0% | 0.0% | 49 | -23,246 | -15.14% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 129,967 | 3,831 | 0.01% | 0.01% | 50 | +2,020 | 1.58% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 128,821 | 3,797 | 0.04% | 0.05% | 51 | +9,719 | 8.16% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 127,212 | 3,750 | 0.01% | 0.01% | 52 | +2,442 | 1.96% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 123,375 | 3,637 | 0.0% | 0.0% | 53 | +9,407 | 8.25% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 120,992 | 3,567 | 0.0% | 0.01% | 54 | -11,838 | -8.91% | Q4 2025 | Feb 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 119,469 | 3,538 | 0.05% | 0.05% | 55 | -1,340 | -1.11% | Q4 2025 | Feb 03, 2026 |
| Cadence Bank | History | Added to | 117,801 | 3,472 | 0.2% | 0.22% | 56 | +1,874 | 1.62% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 115,401 | 3,402 | 0.0% | 0.0% | 57 | +6,233 | 5.71% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 111,933 | 3,299 | 0.06% | 0.06% | 58 | +14,288 | 14.63% | Q4 2025 | Jan 23, 2026 |
| Ethic Inc. | History | Reduced | 101,894 | 3,003 | 0.05% | 0.06% | 59 | -15,011 | -12.84% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 100,960 | 2,976 | 0.03% | 0.04% | 60 | -17,737 | -14.94% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 97,622 | 2,877 | 0.08% | 0.03% | 61 | +50,303 | 106.31% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 92,815 | 2,736 | 0.0% | 0.0% | 62 | +44,534 | 92.24% | Q4 2025 | Feb 12, 2026 |
| Callan Family Office, LLC | History | Added to | 90,109 | 2,656 | 0.06% | 0.03% | 63 | +54,590 | 153.69% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 88,335 | 2,604 | 0.0% | 0.0% | 64 | +1,271 | 1.46% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 82,731 | 2,438 | 0.0% | 0.0% | 65 | +5,033 | 6.48% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 79,627 | 2,347 | 0.07% | 0.06% | 66 | +22,798 | 40.12% | Q4 2025 | Feb 13, 2026 |
| Royal Fund Management, LLC | History | Added to | 77,707 | 2,290 | 0.21% | 0.25% | 67 | +9,186 | 13.41% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 74,624 | 2,199 | 0.0% | 0.0% | 68 | -6,153 | -7.62% | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | Reduced | 73,544 | 2,168 | 0.0% | 0.0% | 69 | -13,689 | -15.69% | Q4 2025 | Feb 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 72,935 | 2,150 | 0.11% | 0.13% | 70 | -9,150 | -11.15% | Q4 2025 | Feb 02, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 72,632 | 2,141 | 0.0% | — | 71 | +72,632 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 68,908 | 2,031 | 0.0% | 0.0% | 72 | -2,083 | -2.93% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 68,088 | 2,007 | 0.01% | — | 73 | +68,088 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 66,748 | 1,967 | 0.0% | 0.0% | 74 | -13,894 | -17.23% | Q4 2025 | Feb 17, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 65,403 | 1,928 | 0.1% | 0.12% | 75 | -9,097 | -12.21% | Q4 2025 | Jan 15, 2026 |
| XTX Topco Ltd | History | Added to | 65,005 | 1,916 | 0.05% | 0.02% | 76 | +54,473 | 517.21% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 64,877 | 1,912 | 0.0% | 0.0% | 77 | -2,124 | -3.17% | Q4 2025 | Feb 06, 2026 |
| Caprock Group, LLC | History | Added to | 63,919 | 1,884 | 0.04% | 0.05% | 78 | +7,289 | 12.87% | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 63,466 | 1,871 | 0.03% | 0.03% | 79 | -7,139 | -10.11% | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 56,709 | 1,671 | 0.03% | 0.06% | 80 | +5,694 | 11.16% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 54,880 | 1,618 | 0.0% | 0.0% | 81 | +46,233 | 534.67% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 54,541 | 1,591 | 0.0% | 0.0% | 82 | -6,753 | -11.02% | Q4 2025 | Mar 09, 2026 |
| Cetera Investment Advisers | History | Added to | 52,902 | 1,559 | 0.0% | 0.0% | 83 | +6,278 | 13.47% | Q4 2025 | Feb 17, 2026 |
| BTC Capital Management, Inc. | History | Added to | 52,855 | 1,558 | 0.11% | 0.1% | 84 | +6,627 | 14.34% | Q4 2025 | Jan 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 52,653 | 1,552 | 0.02% | 0.02% | 85 | -890 | -1.66% | Q4 2025 | Feb 02, 2026 |
| Graham Capital Management, L.P. | History | New | 49,901 | 1,471 | 0.04% | — | 86 | +49,901 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 49,683 | 1,464 | 0.01% | 0.01% | 87 | +4,058 | 8.89% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 49,463 | 1,458 | 0.0% | 0.0% | 88 | +2,737 | 5.86% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 49,154 | 1,449 | 0.0% | 0.0% | 89 | -6,305 | -11.37% | Q4 2025 | Feb 06, 2026 |
| LFG Wealth Partners, LLC | History | New | 49,126 | 1,448 | 0.92% | — | 90 | +49,126 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 48,962 | 1,443 | 0.0% | — | 91 | +48,962 | New | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 47,895 | 1,411 | 0.01% | 0.02% | 92 | -14,502 | -23.24% | Q4 2025 | Feb 18, 2026 |
| Hudson Portfolio Management LLC | History | No change | 47,640 | 1,404 | 1.21% | 1.3% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Reduced | 47,614 | 1,403 | 0.24% | 0.28% | 94 | -3,100 | -6.11% | Q4 2025 | Feb 24, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 43,993 | 1,296 | 0.32% | 0.34% | 95 | -1,540 | -3.38% | Q4 2025 | Jan 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 42,437 | 1,251 | 0.0% | 0.0% | 96 | +7,820 | 22.59% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | No change | 42,418 | 1,250 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cogent Private Wealth, Inc. | History | New | 40,751 | 1,201 | 0.91% | — | 98 | +40,751 | New | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 40,409 | 1,191 | 0.01% | 0.01% | 99 | +5,530 | 15.85% | Q4 2025 | Jan 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 38,837 | 1,144 | 0.05% | — | 100 | +38,837 | New | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 38,500 | 1,134 | 0.0% | 0.0% | 101 | +35,276 | 1094.17% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 37,493 | 1,105 | 0.0% | 0.0% | 102 | +36,438 | 3453.84% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | New | 37,419 | 1,103 | 0.0% | — | 103 | +37,419 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 35,615 | 1,049 | 0.02% | 0.02% | 104 | -1,683 | -4.51% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 35,566 | 1,049 | 0.0% | 0.0% | 105 | +881 | 2.54% | Q4 2025 | Jan 08, 2026 |
| Naviter Wealth, LLC | History | Reduced | 34,523 | 1,017 | 0.13% | 0.14% | 107 | -5,066 | -12.8% | Q4 2025 | Jan 21, 2026 |
| Harrington Investments, INC | History | Reduced | 34,523 | 1,017 | 0.51% | 0.56% | 106 | -1,875 | -5.15% | Q4 2025 | Jan 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 34,114 | 1,005 | 0.02% | 0.04% | 108 | -5,239 | -13.31% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 33,255 | 980 | 0.0% | 0.0% | 109 | -66,027 | -66.5% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 33,275 | 980 | 0.0% | 0.0% | 110 | -1,504 | -4.32% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 32,997 | 972 | 0.02% | — | 111 | +32,997 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 32,356 | 953 | 0.0% | 0.0% | 112 | +1,778 | 5.81% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 31,653 | 933 | 0.0% | 0.0% | 113 | +2,562 | 8.81% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 31,277 | 922 | 0.0% | 0.0% | 114 | +6,330 | 25.37% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 30,546 | 900 | 0.0% | 0.0% | 115 | -985 | -3.12% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 30,336 | 894 | 0.0% | 0.0% | 116 | -4,026 | -11.72% | Q4 2025 | Feb 12, 2026 |
| Walleye Trading LLC | History | Reduced | 28,300 | 834 | 0.0% | 0.0% | 117 | -19,250 | -40.48% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 28,051 | 827 | 0.19% | 0.04% | 118 | +20,260 | 260.04% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | Reduced | 27,983 | 824 | 0.15% | 0.16% | 119 | -550 | -1.93% | Q4 2025 | Jan 06, 2026 |
| Brooklyn Investment Group | History | Added to | 26,672 | 790 | 0.04% | 0.07% | 121 | +9,651 | 56.7% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 26,824 | 790 | 0.01% | 0.02% | 120 | -78 | -0.29% | Q4 2025 | Feb 06, 2026 |
| Persium Advisors, LLC | History | Added to | 26,478 | 780 | 0.56% | 0.57% | 122 | +1,707 | 6.89% | Q4 2025 | Jan 21, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 26,336 | 776 | 0.01% | 0.02% | 123 | +3,757 | 16.64% | Q4 2025 | Feb 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 26,151 | 770 | 0.02% | 0.02% | 124 | -5,200 | -16.59% | Q4 2025 | Jan 27, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 25,550 | 753 | 0.24% | 0.28% | 125 | -990 | -3.73% | Q4 2025 | Jan 27, 2026 |
| Lido Advisors, LLC | History | Added to | 24,020 | 739 | 0.0% | 0.0% | 126 | +1 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 25,033 | 737 | 0.0% | 0.01% | 127 | -3,927 | -13.56% | Q4 2025 | Feb 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 24,857 | 732 | 0.0% | 0.0% | 128 | +11,324 | 83.68% | Q4 2025 | Feb 10, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 24,705 | 728 | 0.05% | 0.12% | 129 | -39,199 | -61.34% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 24,283 | 715 | 0.0% | 0.0% | 130 | -3,123 | -11.4% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,182 | 713 | 0.0% | 0.0% | 131 | +2,673 | 12.43% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 23,848 | 703 | 0.0% | 0.0% | 132 | +35 | 0.15% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 22,955 | 676 | 0.0% | 0.01% | 133 | -11,927 | -34.19% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | Reduced | 21,332 | 628 | 0.0% | 0.0% | 134 | -9 | -0.04% | Q4 2025 | Feb 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 20,779 | 612 | 0.03% | — | 135 | +20,779 | New | Q4 2025 | Feb 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 20,418 | 601 | 0.01% | 0.01% | 136 | -4,765 | -18.92% | Q4 2025 | Feb 17, 2026 |
| Plan A Wealth LLC | History | Added to | 20,179 | 594 | 0.29% | 0.3% | 137 | +1,024 | 5.35% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Added to | 20,040 | 593 | 0.01% | 0.01% | 138 | +2,600 | 14.91% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 19,965 | 588 | 0.0% | 0.0% | 139 | +1,017 | 5.37% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 19,909 | 586 | 0.02% | 0.02% | 140 | +459 | 2.36% | Q4 2025 | Feb 19, 2026 |
| Investment Research Partners LLC | History | Reduced | 19,406 | 572 | 0.25% | 0.27% | 141 | -72 | -0.37% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 19,266 | 567 | 0.0% | 0.0% | 142 | +2,466 | 14.68% | Q4 2025 | Feb 18, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 18,678 | 550 | 0.13% | 0.02% | 144 | +17,828 | 2097.41% | Q4 2025 | Mar 03, 2026 |
| Neuberger Berman Group LLC | History | Added to | 18,670 | 550 | 0.0% | 0.0% | 143 | +50 | 0.27% | Q4 2025 | Feb 13, 2026 |
| IPG Investment Advisors LLC | History | Added to | 18,155 | 535 | 0.09% | 0.08% | 145 | +4,033 | 28.56% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 18,057 | 532 | 0.0% | — | 146 | +18,057 | New | Q4 2025 | Feb 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 17,989 | 530 | 0.01% | 0.01% | 147 | -115 | -0.64% | Q4 2025 | Feb 02, 2026 |
| Summit Global Investments | History | Reduced | 17,713 | 522 | 0.03% | 0.04% | 148 | -2,482 | -12.29% | Q4 2025 | Feb 18, 2026 |
| GLENMEDE TRUST CO NA | History | New | 17,576 | 518 | 0.0% | — | 149 | +17,576 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 17,334 | 513 | 0.02% | 0.03% | 150 | +2,841 | 19.6% | Q4 2025 | Feb 13, 2026 |
| SG Trading Solutions, LLC | History | New | 17,348 | 511 | 0.12% | — | 151 | +17,348 | New | Q4 2025 | Feb 24, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 16,845 | 496 | 0.04% | 0.04% | 152 | -238 | -1.39% | Q4 2025 | Jan 29, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 16,807 | 495 | 0.03% | 0.03% | 153 | +4,546 | 37.08% | Q4 2025 | Jan 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 16,565 | 488 | 0.0% | 0.01% | 154 | +2,022 | 13.9% | Q4 2025 | Feb 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 16,194 | 477 | 0.01% | 0.01% | 155 | +7,979 | 97.13% | Q4 2025 | Jan 16, 2026 |
| Virtu Financial LLC | History | Added to | 16,105 | 475 | 0.02% | 0.01% | 156 | +8,044 | 99.79% | Q4 2025 | Feb 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 16,014 | 472 | 0.0% | 0.0% | 157 | +3,988 | 33.16% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 15,985 | 471 | 0.01% | 0.01% | 158 | -5,643 | -26.09% | Q4 2025 | Feb 12, 2026 |
| Hedges Asset Management LLC | History | Added to | 15,800 | 465 | 0.33% | 0.37% | 159 | +100 | 0.64% | Q4 2025 | Jan 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 15,429 | 454 | 0.01% | 0.0% | 160 | +687 | 4.66% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 15,390 | 453 | 0.01% | 0.01% | 161 | -2,544 | -14.19% | Q4 2025 | Jan 22, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 15,011 | 449 | 0.0% | 0.0% | 162 | +1,867 | 14.2% | Q4 2025 | Feb 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 14,794 | 448 | 0.0% | 0.0% | 163 | -340 | -2.25% | Q4 2025 | Jan 21, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 14,955 | 441 | 0.01% | 0.01% | 164 | -543 | -3.5% | Q4 2025 | Feb 06, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 14,811 | 436 | 0.02% | 0.03% | 165 | +711 | 5.04% | Q4 2025 | Jan 21, 2026 |
| Ovata Capital Management Ltd | History | No change | 14,062 | 413 | 0.05% | 0.09% | 166 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| M Holdings Securities, Inc. | History | New | 13,945 | 411 | 0.03% | — | 167 | +13,945 | New | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 13,884 | 409 | 0.0% | 0.0% | 168 | +2,060 | 17.42% | Q4 2025 | Feb 05, 2026 |
| Engineers Gate Manager LP | History | New | 13,412 | 395 | 0.0% | — | 169 | +13,412 | New | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Reduced | 13,293 | 391 | 0.02% | 0.03% | 170 | -1,976 | -12.94% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 12,973 | 382 | 0.01% | 0.0% | 171 | +7,546 | 139.05% | Q4 2025 | Feb 06, 2026 |
| Squarepoint Ops LLC | History | New | 12,895 | 380 | 0.0% | — | 172 | +12,895 | New | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 12,900 | 380 | 0.0% | 0.0% | 173 | +150 | 1.18% | Q4 2025 | Feb 12, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 12,854 | 378 | 0.02% | 0.02% | 174 | +488 | 3.95% | Q4 2025 | Feb 03, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 12,790 | 377 | 0.04% | 0.05% | 175 | -894 | -6.53% | Q4 2025 | Jan 09, 2026 |
| Entropy Technologies, LP | History | New | 12,714 | 374 | 0.02% | — | 176 | +12,714 | New | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 12,677 | 373 | 0.05% | 0.05% | 177 | +676 | 5.63% | Q4 2025 | Jan 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 12,363 | 371 | 0.0% | 0.0% | 178 | +938 | 8.21% | Q4 2025 | Jan 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,525 | 369 | 0.01% | 0.01% | 179 | -285 | -2.22% | Q4 2025 | Feb 09, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 12,314 | 363 | 0.14% | 0.19% | 180 | -3,506 | -22.16% | Q4 2025 | Feb 03, 2026 |
| May Hill Capital, LLC | History | New | 12,140 | 357 | 0.05% | — | 181 | +12,140 | New | Q4 2025 | Feb 05, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 11,799 | 347 | 0.02% | — | 184 | +11,799 | New | Q4 2025 | Jan 15, 2026 |
| BSW Wealth Partners | History | Reduced | 11,802 | 347 | 0.04% | 0.06% | 182 | -2,793 | -19.14% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 11,794 | 347 | 0.0% | 0.0% | 183 | +1,063 | 9.91% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 11,766 | 346 | 0.01% | 0.01% | 185 | -479 | -3.91% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 11,666 | 343 | 0.0% | 0.0% | 186 | +162 | 1.41% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,539 | 340 | 0.0% | 0.0% | 187 | +1,297 | 12.66% | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | New | 11,503 | 339 | 0.08% | — | 188 | +11,503 | New | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | New | 11,323 | 333 | 0.02% | — | 189 | +11,323 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 11,213 | 330 | 0.0% | 0.0% | 190 | -84 | -0.74% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 11,082 | 326 | 0.07% | 0.08% | 191 | -193 | -1.71% | Q4 2025 | Jan 16, 2026 |
| Ballentine Partners, LLC | History | Reduced | 10,448 | 308 | 0.0% | 0.01% | 192 | -4,488 | -30.05% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | New | 10,421 | 307 | 0.01% | — | 193 | +10,421 | New | Q4 2025 | Feb 02, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 10,399 | 306 | 0.11% | — | 194 | +10,399 | New | Q4 2025 | Jan 26, 2026 |
| Cetera Trust Company, N.A | History | Added to | 10,370 | 305 | 0.16% | 0.15% | 197 | +1,400 | 15.61% | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Reduced | 10,354 | 305 | 0.02% | 0.02% | 195 | -483 | -4.46% | Q4 2025 | Jan 26, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 10,350 | 305 | 0.04% | 0.04% | 196 | +61 | 0.59% | Q4 2025 | Jan 29, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 10,085 | 297 | 0.06% | 0.08% | 198 | +1,061 | 11.76% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 9,952 | 293 | 0.01% | 0.01% | 199 | -771 | -7.19% | Q4 2025 | Feb 06, 2026 |
| 626 Financial, LLC | History | New | 9,876 | 291 | 0.13% | — | 200 | +9,876 | New | Q4 2025 | Feb 05, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 9,585 | 282 | 0.15% | 0.15% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 9,261 | 273 | 0.0% | 0.0% | 202 | -6,195 | -40.08% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 9,279 | 273 | 0.0% | 0.0% | 203 | +1,741 | 23.1% | Q4 2025 | Feb 06, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 9,054 | 266 | 0.01% | 0.01% | 204 | -888 | -8.93% | Q4 2025 | Feb 04, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 8,989 | 264 | 0.06% | 0.07% | 205 | -97 | -1.07% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,874 | 261 | 0.0% | 0.0% | 206 | -1,054 | -10.62% | Q4 2025 | Mar 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,593 | 253 | 0.0% | 0.0% | 207 | +849 | 10.96% | Q4 2025 | Feb 02, 2026 |
| KINTRA WEALTH, LLC | History | New | 8,530 | 251 | 0.04% | — | 208 | +8,530 | New | Q4 2025 | Feb 18, 2026 |
| M&T BANK CORP | History | Reduced | 8,519 | 250 | 0.0% | 0.0% | 209 | -261 | -2.97% | Q4 2025 | Jan 30, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 8,439 | 248 | 0.01% | 0.01% | 211 | -668 | -7.34% | Q4 2025 | Jan 27, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 1,273 | 248 | 0.11% | 0.13% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Optas, LLC | History | Reduced | 8,378 | 246 | 0.04% | 0.05% | 212 | -1,262 | -13.09% | Q4 2025 | Jan 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 8,283 | 244 | 0.0% | 0.0% | 213 | +1,638 | 24.65% | Q4 2025 | Jan 30, 2026 |
| XPONANCE LLC | History | Added to | 8,184 | 241 | 0.0% | 0.0% | 214 | +829 | 11.27% | Q4 2025 | Feb 12, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 8,100 | 238 | 0.03% | 0.04% | 215 | -1,950 | -19.4% | Q4 2025 | Jan 21, 2026 |
| Trust Point Inc. | History | New | 8,057 | 237 | 0.02% | — | 217 | +8,057 | New | Q4 2025 | Jan 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 8,053 | 237 | 0.0% | — | 216 | +8,053 | New | Q4 2025 | Feb 11, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 7,930 | 233 | 0.1% | — | 218 | +7,930 | New | Q4 2025 | Mar 10, 2026 |
| Ascent Group, LLC | History | Added to | 7,860 | 231 | 0.01% | 0.01% | 219 | +895 | 12.85% | Q4 2025 | Jan 20, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 7,748 | 228 | 0.2% | — | 220 | +7,748 | New | Q4 2025 | Mar 11, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 7,665 | 225 | 0.03% | 0.03% | 221 | +184 | 2.46% | Q4 2025 | Jan 15, 2026 |
| HRT FINANCIAL LP | History | New | 7,563 | 222 | 0.0% | — | 222 | +7,563 | New | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,498 | 221 | 0.0% | 0.0% | 223 | +7,414 | 8826.19% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 7,465 | 220 | 0.0% | 0.01% | 224 | -5,390 | -41.93% | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | New | 7,320 | 215 | 0.14% | — | 225 | +7,320 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,265 | 214 | 0.0% | 0.0% | 226 | +400 | 5.83% | Q4 2025 | Feb 09, 2026 |
| West Family Investments, Inc. | History | No change | 7,236 | 213 | 0.05% | 7.52% | 227 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 7,049 | 207 | 0.01% | 0.01% | 228 | -11,894 | -62.79% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,842 | 201 | 0.0% | 0.0% | 229 | +46 | 0.68% | Q4 2025 | Jan 26, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 6,551 | 193 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Reduced | 6,384 | 188 | 0.01% | 0.01% | 231 | -650 | -9.24% | Q4 2025 | Jan 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 6,140 | 181 | 0.02% | — | 232 | +6,140 | New | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | New | 6,078 | 179 | 0.13% | — | 233 | +6,078 | New | Q4 2025 | Jan 27, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 6,052 | 178 | 0.04% | 0.04% | 234 | +376 | 6.62% | Q4 2025 | Jan 05, 2026 |
| McMillan Office, Inc. | History | New | 6,000 | 176 | 0.02% | — | 235 | +6,000 | New | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,690 | 167 | 0.0% | 0.0% | 236 | -6,584 | -53.64% | Q4 2025 | Jan 16, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 5,434 | 160 | 0.2% | 0.23% | 237 | -603 | -9.99% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,342 | 157 | 0.0% | 0.0% | 238 | +48 | 0.91% | Q4 2025 | Feb 12, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 5,141 | 151 | 0.1% | 0.11% | 239 | +14 | 0.27% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,856 | 143 | 0.0% | — | 241 | +4,856 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,863 | 143 | 0.0% | 0.0% | 240 | +233 | 5.03% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,958 | 117 | 0.0% | 0.0% | 242 | +137 | 3.59% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,919 | 115 | 0.01% | — | 243 | +3,919 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,887 | 114 | 0.0% | 0.0% | 244 | -6,264 | -61.71% | Q4 2025 | Jan 23, 2026 |
| Cromwell Holdings LLC | History | No change | 3,704 | 109 | 0.06% | 0.06% | 245 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SG Americas Securities, LLC | History | New | 3,550 | 105 | 0.0% | — | 246 | +3,550 | New | Q4 2025 | Jan 09, 2026 |
| MAI Capital Management | History | Added to | 3,359 | 99 | 0.0% | 0.0% | 247 | +398 | 13.44% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,354 | 98 | 0.0% | 0.0% | 248 | +3,020 | 904.19% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 3,300 | 97 | 0.0% | 0.0% | 249 | -1,246 | -27.41% | Q4 2025 | Jan 26, 2026 |
| Pflug Koory, LLC | History | No change | 3,113 | 91 | 0.04% | 0.05% | 250 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| State of Wyoming | History | New | 3,073 | 90 | 0.01% | — | 251 | +3,073 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 3,034 | 89 | 0.0% | — | 252 | +3,034 | New | Q4 2025 | Feb 05, 2026 |
| Manchester Capital Management LLC | History | Added to | 2,720 | 80 | 0.01% | 0.01% | 253 | +1,226 | 82.06% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,659 | 78 | 0.0% | 0.0% | 254 | -18 | -0.67% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,574 | 75 | 0.0% | 0.0% | 255 | -179 | -6.5% | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,457 | 72 | 0.01% | 0.0% | 256 | +779 | 46.42% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 2,079 | 61 | 0.02% | 0.02% | 257 | +30 | 1.46% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | New | 2,002 | 59 | 0.0% | — | 258 | +2,002 | New | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,695 | 49 | 0.0% | 0.0% | 259 | -9,268 | -84.54% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,600 | 47 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Grove Bank & Trust | History | Reduced | 1,513 | 44 | 0.0% | 0.01% | 261 | -13 | -0.85% | Q4 2025 | Jan 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,326 | 39 | 0.0% | 0.0% | 262 | +102 | 8.33% | Q4 2025 | Jan 15, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,239 | 36 | 0.0% | 0.0% | 263 | +22 | 1.81% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,217 | 35 | 0.0% | 0.0% | 264 | -285 | -18.97% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 1,060 | 32 | 0.0% | — | 265 | +1,060 | New | Q4 2025 | Jan 21, 2026 |
| Lodestone Wealth Management LLC | History | New | 1,069 | 31 | 0.01% | — | 266 | +1,069 | New | Q4 2025 | Jan 15, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 1,018 | 30 | 0.0% | 0.0% | 267 | +18 | 1.8% | Q4 2025 | Jan 21, 2026 |
| LRI Investments, LLC | History | No change | 1,031 | 30 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,000 | 29 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 952 | 28 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 918 | 27 | 0.0% | 0.0% | 271 | -2,011 | -68.66% | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | Added to | 941 | 27 | 0.02% | 0.02% | 273 | +111 | 13.37% | Q4 2025 | Jan 28, 2026 |
| WealthCollab, LLC | History | No change | 916 | 27 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | Added to | 910 | 26 | 0.0% | 0.0% | 274 | +193 | 26.92% | Q4 2025 | Feb 06, 2026 |
| Asset Planning,Inc | History | No change | 865 | 25 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 839 | 24 | 0.0% | 0.0% | 276 | +200 | 31.3% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 806 | 23 | 0.01% | — | 278 | +806 | New | Q4 2025 | Feb 18, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 800 | 23 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 750 | 22 | 0.0% | 0.0% | 279 | +31 | 4.31% | Q4 2025 | Jan 22, 2026 |
| NBT BANK N A /NY | History | Reduced | 29 | 19 | 0.0% | 0.0% | 280 | -2 | -6.45% | Q4 2025 | Jan 23, 2026 |
| TD Waterhouse Canada Inc. | History | New | 593 | 17 | 0.0% | — | 282 | +593 | New | Q4 2025 | Jan 27, 2026 |
| Oakworth Capital, Inc. | History | No change | 600 | 17 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 543 | 16 | 0.0% | 0.0% | 284 | +343 | 171.5% | Q4 2025 | Jan 21, 2026 |
| TCTC Holdings, LLC | History | No change | 549 | 16 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 513 | 15 | 0.0% | 0.0% | 285 | +409 | 393.27% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 511 | 15 | 0.0% | 0.0% | 286 | -16 | -3.04% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 507 | 14 | 0.0% | — | 287 | +507 | New | Q4 2025 | Feb 06, 2026 |
| Costello Asset Management, INC | History | No change | 500 | 14 | 0.0% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 500 | 14 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 466 | 13 | 0.0% | 0.01% | 290 | -700 | -60.03% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 453 | 13 | 0.0% | 0.0% | 293 | +153 | 51.0% | Q4 2025 | Feb 24, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 451 | 13 | 0.0% | 0.0% | 292 | +113 | 33.43% | Q4 2025 | Jan 28, 2026 |
| Winch Advisory Services, LLC | History | Added to | 462 | 13 | 0.0% | 0.0% | 291 | +10 | 2.21% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 430 | 12 | 0.0% | 0.0% | 295 | +71 | 19.78% | Q4 2025 | Jan 26, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 409 | 12 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 439 | 12 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 415 | 12 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 411 | 12 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Reduced | 391 | 11 | 0.0% | 0.0% | 301 | -37 | -8.64% | Q4 2025 | Jan 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 400 | 11 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MTM Investment Management, LLC | History | No change | 406 | 11 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 348 | 10 | 0.0% | — | 307 | +348 | New | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 350 | 10 | 0.0% | 0.0% | 302 | +149 | 74.13% | Q4 2025 | Feb 12, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 371 | 10 | 0.0% | 0.0% | 304 | -32 | -7.94% | Q4 2025 | Jan 27, 2026 |
| UMB Bank, n.a. | History | Added to | 366 | 10 | 0.0% | 0.0% | 303 | +7 | 1.95% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 373 | 10 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 342 | 10 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CVA Family Office, LLC | History | Reduced | 317 | 9 | 0.0% | 0.0% | 310 | -35 | -9.94% | Q4 2025 | Jan 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 335 | 9 | 0.0% | 0.0% | 308 | -30 | -8.22% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 324 | 9 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 255 | 8 | 0.0% | 0.0% | 311 | -13,297 | -98.12% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 261 | 7 | 0.0% | 0.0% | 314 | -4 | -1.51% | Q4 2025 | Jan 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 250 | 7 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 207 | 6 | 0.01% | — | 321 | +207 | New | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 222 | 6 | 0.0% | 0.0% | 317 | +17 | 8.29% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 229 | 6 | 0.0% | 0.0% | 316 | -4 | -1.72% | Q4 2025 | Jan 29, 2026 |
| HM PAYSON & CO | History | No change | 231 | 6 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 210 | 6 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| YANKCOM Partnership | History | No change | 204 | 6 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Caldwell Trust Co | History | No change | 205 | 6 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| True Wealth Design, LLC | History | Reduced | 186 | 5 | 0.0% | 0.0% | 326 | -202 | -52.06% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Financial Management LLC | History | New | 174 | 5 | 0.0% | — | 327 | +174 | New | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 171 | 5 | 0.0% | 0.0% | 323 | -29 | -14.5% | Q4 2025 | Feb 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 202 | 5 | 0.0% | 0.0% | 322 | -3 | -1.46% | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | No change | 183 | 5 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 174 | 5 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Merited Wealth, LLC | History | New | 139 | 4 | 0.0% | — | 329 | +139 | New | Q4 2025 | Mar 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 156 | 4 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 122 | 3 | 0.0% | — | 338 | +122 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 113 | 3 | 0.0% | — | 339 | +113 | New | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | Reduced | 127 | 3 | 0.0% | 0.0% | 337 | -31 | -19.62% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Co / SC | History | Added to | 109 | 3 | 0.0% | 0.0% | 336 | +17 | 18.48% | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 117 | 3 | 0.0% | 0.0% | 331 | -14 | -10.69% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 103 | 3 | 0.0% | 0.0% | 334 | +11 | 11.96% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 103 | 3 | 0.0% | 0.0% | 330 | +9 | 9.57% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 122 | 3 | 0.0% | 0.0% | 335 | +4 | 3.39% | Q4 2025 | Feb 06, 2026 |
| COUNTRY TRUST BANK | History | No change | 131 | 3 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 123 | 3 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Independence Bank of Kentucky | History | Reduced | 76 | 2 | 0.0% | 0.0% | 343 | -130 | -63.11% | Q4 2025 | Jan 20, 2026 |
| IMA Advisory Services, Inc. | History | New | 97 | 2 | 0.0% | — | 341 | +97 | New | Q4 2025 | Feb 11, 2026 |
| Abound Wealth Management | History | Added to | 89 | 2 | 0.0% | — | 345 | +72 | 423.53% | Q4 2025 | Jan 12, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 69 | 2 | 0.0% | 0.0% | 342 | +1 | 1.47% | Q4 2025 | Jan 22, 2026 |
| North Star Investment Management Corp. | History | No change | 97 | 2 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CNB Bank | History | No change | 100 | 2 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strategic Advocates LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Perspectives, Inc | History | No change | 100 | 2 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Navigoe, LLC | History | No change | 74 | 2 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Curat Global, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | New | 67 | 1 | 0.0% | — | 354 | +67 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 50 | 1 | 0.0% | — | 358 | +50 | New | Q4 2025 | Mar 04, 2026 |
| JNBA Financial Advisors | History | New | 42 | 1 | 0.0% | — | 356 | +42 | New | Q4 2025 | Jan 26, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 35 | 1 | 0.0% | — | 350 | +35 | New | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 47 | 1 | 0.0% | 0.0% | 352 | -35 | -42.68% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | Added to | 34 | 1 | 0.0% | — | 353 | +33 | 3300.0% | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | New | 18 | 1 | 0.0% | — | 357 | +18 | New | Q4 2025 | Feb 02, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 65 | 1 | 0.0% | 0.0% | 360 | -8 | -10.96% | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 43 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SWAN Capital LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -445,569 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -146,164 | -100.0% | Q3 2025 | Nov 13, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -116,074 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,639 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.08% | — | -17,424 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,992 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.13% | — | -16,460 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,652 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Closed out | 0 | 0 | — | 0.03% | — | -14,043 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,125 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MidWestOne Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,800 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,557 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Corient IA LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -7,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.0% | — | -6,660 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,252 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,884 | -100.0% | Q3 2025 | Nov 04, 2025 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,754 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VSM Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Citizens National Bank Trust Department | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -353 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -239 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Jan 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Retirement Wealth Solutions LLC | History | Reduced | 26 | 0 | — | 0.0% | — | -57 | -68.67% | Q4 2025 | Jan 07, 2026 |
| OPTIMA CAPITAL LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 17, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 23, 2026 |
| Elevated Capital Advisors, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Jan 27, 2026 |
| Trust Co | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 15, 2026 |
| Nemes Rush Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Elyxium Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 20, 2026 |
| American Capital Advisory, LLC | History | Added to | 18 | 0 | — | — | — | +2 | 12.5% | Q4 2025 | Jan 30, 2026 |
| MASECO LLP | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 22, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 28, 2026 |
| CENTRAL TRUST Co | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ST GERMAIN D J CO INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |