SPDR SERIES TRUST - HYMB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SEI INVESTMENTS CO | History | Reduced | 7,025,060 | 175,204 | 0.17% | 0.19% | 1 | -170,008 | -2.36% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,809,918 | 169,839 | 0.01% | 0.01% | 2 | +2,212,507 | 48.13% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,537,778 | 163,052 | 0.05% | 0.05% | 3 | +399,782 | 6.51% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,405,435 | 159,751 | 0.02% | 0.02% | 4 | +1,183,426 | 22.66% | Q4 2025 | Mar 25, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,691,092 | 141,935 | 0.03% | 0.03% | 5 | +118,466 | 2.13% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 4,740,456 | 118,226 | 0.01% | 0.01% | 6 | -255,777 | -5.12% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 3,205,405 | 79,942 | 0.02% | 0.02% | 7 | +70,952 | 2.26% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,608,179 | 65,048 | 0.0% | 0.0% | 8 | +126,547 | 5.1% | Q4 2025 | Feb 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 2,301,510 | 57,399 | 0.87% | 0.87% | 9 | +98,843 | 4.49% | Q4 2025 | Jan 22, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 2,142,746 | 53,440 | 1.28% | 1.36% | 10 | -64,855 | -2.94% | Q4 2025 | Feb 03, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 1,662,419 | 41,460 | 1.16% | 1.22% | 11 | -43,810 | -2.57% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,588,419 | 39,615 | 0.06% | 0.06% | 12 | +152,378 | 10.61% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,580,873 | 39,418 | 0.01% | 0.01% | 13 | -148,670 | -8.6% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 1,449,293 | 36,145 | 1.01% | 0.61% | 14 | +1,061,825 | 274.04% | Q4 2025 | Feb 10, 2026 |
| Cercano Management LLC | History | No change | 1,387,825 | 34,612 | 1.31% | 1.33% | 15 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 1,149,127 | 28,659 | 0.0% | 0.0% | 16 | +175,274 | 18.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,108,434 | 27,644 | 0.0% | 0.0% | 17 | +141,292 | 14.61% | Q4 2025 | Feb 10, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 1,062,705 | 26,503 | 3.12% | 3.31% | 18 | -45,308 | -4.09% | Q4 2025 | Jan 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 971,586 | 24,231 | 0.15% | 0.19% | 19 | -111,159 | -10.27% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 775,551 | 19,342 | 0.02% | 0.04% | 20 | -674,832 | -46.53% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 720,791 | 17,976 | 0.01% | 0.01% | 21 | -840,301 | -53.83% | Q4 2025 | Feb 10, 2026 |
| Jordan Park Group LLC | History | Added to | 680,126 | 16,962 | 0.98% | 0.92% | 22 | +30,628 | 4.72% | Q4 2025 | Feb 10, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 642,347 | 16,071 | 0.65% | 0.64% | 23 | +50,490 | 8.53% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 630,786 | 15,731 | 0.27% | 0.31% | 24 | +51,658 | 8.92% | Q4 2025 | Feb 19, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 585,312 | 14,597 | 0.26% | 0.29% | 25 | +8,436 | 1.46% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 552,298 | 13,774 | 0.02% | 0.02% | 26 | -48,992 | -8.15% | Q4 2025 | Feb 17, 2026 |
| Parkside Investments, LLC | History | Reduced | 541,900 | 13,514 | 1.7% | 1.85% | 27 | -51,200 | -8.63% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Reduced | 492,819 | 12,290 | 0.01% | 0.02% | 28 | -16,728 | -3.28% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 447,613 | 11,163 | 0.12% | 0.15% | 29 | +54,131 | 13.76% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 445,092 | 11,100 | 0.01% | 0.01% | 30 | +37,418 | 9.18% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 438,750 | 10,942 | 0.33% | 0.31% | 31 | +9,895 | 2.31% | Q4 2025 | Feb 11, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 409,627 | 10,216 | 1.8% | 1.86% | 32 | -548 | -0.13% | Q4 2025 | Jan 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 405,095 | 10,103 | 0.18% | 0.21% | 33 | -17,580 | -4.16% | Q4 2025 | Jan 16, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 397,718 | 9,919 | 0.91% | 0.92% | 34 | +2,022 | 0.51% | Q4 2025 | Jan 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 368,892 | 9,200 | 0.84% | 0.99% | 35 | -51,841 | -12.32% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 355,761 | 8,872 | 0.0% | 0.0% | 36 | +3,641 | 1.03% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 351,946 | 8,777 | 0.07% | 0.05% | 37 | -4,264 | -1.2% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 349,463 | 8,715 | 0.01% | 0.0% | 38 | +160,268 | 84.71% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 338,864 | 8,451 | 0.05% | 0.06% | 39 | -53,579 | -13.65% | Q4 2025 | Jan 29, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 320,658 | 7,997 | 2.82% | 3.28% | 40 | -4,324 | -1.33% | Q4 2025 | Feb 09, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 306,032 | 7,632 | 0.13% | 0.14% | 41 | -22,344 | -6.8% | Q4 2025 | Jan 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 291,312 | 7,258 | 0.01% | 0.01% | 42 | +45,676 | 18.59% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 286,430 | 7,143 | 0.01% | 0.01% | 43 | +64,082 | 28.82% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 270,409 | 6,744 | 0.12% | 0.01% | 44 | +254,948 | 1648.97% | Q4 2025 | Jan 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 258,107 | 6,437 | 0.01% | 0.01% | 45 | +14,128 | 5.79% | Q4 2025 | Feb 12, 2026 |
| Austin Wealth Management, LLC | History | Added to | 256,254 | 6,419 | 0.95% | 0.68% | 46 | +85,045 | 49.67% | Q4 2025 | Jan 26, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 247,535 | 6,173 | 1.31% | 1.14% | 47 | -28,607 | -10.36% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Added to | 236,944 | 5,909 | 0.07% | 0.02% | 48 | +182,148 | 332.41% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 226,917 | 5,659 | 0.07% | 0.05% | 49 | +15,330 | 7.25% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 220,176 | 5,491 | 0.01% | 0.01% | 50 | +78,534 | 55.45% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Added to | 209,361 | 5,221 | 0.41% | 0.41% | 51 | +10,275 | 5.16% | Q4 2025 | Jan 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 209,292 | 5,220 | 0.0% | — | 52 | +209,292 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 208,325 | 5,195 | 0.0% | 0.0% | 53 | +23,405 | 12.66% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 205,736 | 5,131 | 0.04% | 0.05% | 54 | -5,852 | -2.77% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 204,835 | 5,108 | 0.0% | 0.0% | 55 | +158,338 | 340.53% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 201,155 | 5,016 | 0.06% | 0.05% | 56 | +38,392 | 23.59% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Added to | 198,033 | 4,938 | 0.03% | 0.02% | 57 | +78,211 | 65.27% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 192,119 | 4,791 | 0.14% | 0.14% | 58 | +2,909 | 1.54% | Q4 2025 | Feb 02, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 186,534 | 4,652 | 1.07% | 1.13% | 59 | -2,114 | -1.12% | Q4 2025 | Jan 23, 2026 |
| Keystone Financial Group | History | Reduced | 185,505 | 4,626 | 0.34% | 0.46% | 60 | -52,557 | -22.08% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 183,219 | 4,569 | 0.17% | 0.17% | 61 | +1,064 | 0.58% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 175,739 | 4,382 | 0.08% | 0.0% | 62 | +167,532 | 2041.33% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 172,411 | 4,299 | 0.03% | 0.04% | 63 | -11,312 | -6.16% | Q4 2025 | Feb 18, 2026 |
| Quadrature Capital Ltd | History | New | 169,164 | 4,218 | 0.04% | — | 64 | +169,164 | New | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 167,154 | 4,168 | 0.05% | 0.05% | 65 | +8,965 | 5.67% | Q4 2025 | Jan 29, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 164,087 | 4,092 | 0.09% | — | 66 | +164,087 | New | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 155,841 | 3,886 | 0.05% | 0.05% | 67 | -7,089 | -4.35% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 152,823 | 3,823 | 0.01% | 0.01% | 68 | -28,560 | -15.75% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | New | 150,446 | 3,752 | 0.05% | — | 69 | +150,446 | New | Q4 2025 | Feb 13, 2026 |
| Erickson Financial Group, LLC | History | Reduced | 150,228 | 3,746 | 2.3% | 2.49% | 70 | -9,112 | -5.72% | Q4 2025 | Jan 21, 2026 |
| MY Wealth Management Inc. | History | New | 146,700 | 3,658 | 3.19% | — | 71 | +146,700 | New | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 140,778 | 3,511 | 0.01% | 0.01% | 72 | +19,579 | 16.15% | Q4 2025 | Feb 13, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 137,969 | 3,440 | 0.64% | 0.71% | 73 | -9,792 | -6.63% | Q4 2025 | Jan 06, 2026 |
| Elequin Capital, LP | History | Added to | 132,744 | 3,310 | 0.25% | 0.01% | 74 | +128,029 | 2715.36% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 132,069 | 3,293 | 0.03% | 0.03% | 75 | +28,437 | 27.44% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 131,970 | 3,291 | 0.01% | 0.02% | 76 | -23,823 | -15.29% | Q4 2025 | Feb 18, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 129,599 | 3,232 | 0.74% | 1.33% | 77 | -86,564 | -40.05% | Q4 2025 | Jan 30, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 125,516 | 3,130 | 0.05% | 0.04% | 78 | +18,691 | 17.5% | Q4 2025 | Jan 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 120,424 | 3,003 | 0.01% | 0.0% | 79 | +23,138 | 23.78% | Q4 2025 | Mar 16, 2026 |
| Harbor Group, Inc. | History | Added to | 118,880 | 2,964 | 0.44% | 0.47% | 80 | +624 | 0.53% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 116,770 | 2,912 | 0.0% | 0.0% | 81 | -3,466 | -2.88% | Q4 2025 | Feb 17, 2026 |
| Financial Partners Group, Inc | History | Added to | 114,123 | 2,864 | 0.33% | 0.35% | 82 | +2,527 | 2.26% | Q4 2025 | Feb 03, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 113,387 | 2,827 | 0.53% | 0.55% | 83 | +2,653 | 2.4% | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 112,748 | 2,811 | 0.07% | — | 84 | +112,736 | 939466.67% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 105,418 | 2,629 | 0.08% | 0.06% | 85 | +50,320 | 91.33% | Q4 2025 | Jan 20, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 103,822 | 2,589 | 0.08% | 0.08% | 86 | +1,702 | 1.67% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 103,571 | 2,583 | 0.02% | 0.0% | 87 | +92,568 | 841.3% | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 102,370 | 2,553 | 0.21% | 0.16% | 88 | +29,316 | 40.13% | Q4 2025 | Feb 09, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 99,059 | 2,470 | 0.17% | 0.18% | 89 | -2,024 | -2.0% | Q4 2025 | Feb 04, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 94,094 | 2,346 | 0.32% | 0.33% | 90 | -1,568 | -1.64% | Q4 2025 | Feb 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 93,036 | 2,320 | 0.05% | 0.05% | 91 | +4,925 | 5.59% | Q4 2025 | Jan 14, 2026 |
| Melone Private Wealth, LLC | History | Added to | 92,883 | 2,316 | 0.98% | 0.86% | 92 | +16,463 | 21.54% | Q4 2025 | Jan 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 91,277 | 2,276 | 0.01% | 0.01% | 93 | -618 | -0.67% | Q4 2025 | Feb 17, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 90,050 | 2,245 | 0.47% | 0.48% | 94 | +3,874 | 4.5% | Q4 2025 | Jan 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 88,491 | 2,206 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 88,380 | 2,204 | 0.13% | 0.21% | 96 | +2,499 | 2.91% | Q4 2025 | Jan 29, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 87,619 | 2,185 | 0.77% | 0.73% | 97 | -3,154 | -3.47% | Q4 2025 | Jan 30, 2026 |
| Friday Financial | History | Added to | 86,336 | 2,153 | 0.76% | 0.76% | 98 | +13,642 | 18.77% | Q4 2025 | Jan 09, 2026 |
| MATHER GROUP, LLC. | History | Added to | 86,210 | 2,150 | 0.02% | 0.02% | 99 | +289 | 0.34% | Q4 2025 | Jan 13, 2026 |
| Wedmont Private Capital | History | Added to | 84,495 | 2,119 | 0.07% | 0.08% | 100 | +44 | 0.05% | Q4 2025 | Jan 08, 2026 |
| Creative Planning | History | Added to | 81,895 | 2,042 | 0.0% | 0.0% | 101 | +31,350 | 62.02% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 81,473 | 2,032 | 0.02% | 0.02% | 102 | -1,475 | -1.78% | Q4 2025 | Jan 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 78,809 | 1,965 | 0.01% | 0.01% | 103 | +10,763 | 15.82% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 77,283 | 1,927 | 0.01% | 0.01% | 104 | +598 | 0.78% | Q4 2025 | Jan 26, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 74,640 | 1,861 | 0.24% | 0.25% | 105 | +687 | 0.93% | Q4 2025 | Feb 05, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 74,393 | 1,855 | 0.06% | 0.05% | 106 | +10,538 | 16.5% | Q4 2025 | Jan 16, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 74,234 | 1,851 | 0.81% | 0.94% | 107 | -8,781 | -10.58% | Q4 2025 | Feb 04, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 73,766 | 1,839 | 0.04% | 0.05% | 108 | -5,915 | -7.42% | Q4 2025 | Feb 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 73,391 | 1,830 | 0.31% | — | 109 | +73,391 | New | Q4 2025 | Feb 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 70,560 | 1,759 | 0.03% | 0.04% | 110 | -4,147 | -5.55% | Q4 2025 | Jan 07, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 66,538 | 1,747 | 0.16% | 0.16% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENTREWEALTH, LLC | History | Added to | 68,443 | 1,717 | 0.77% | 0.39% | 112 | +37,848 | 123.71% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 68,284 | 1,703 | 0.0% | 0.0% | 113 | +16,806 | 32.65% | Q4 2025 | Feb 05, 2026 |
| Traveka Wealth, LLC | History | Reduced | 68,076 | 1,697 | 0.69% | 0.77% | 114 | -724 | -1.05% | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | Reduced | 67,829 | 1,691 | 0.0% | 0.0% | 115 | -6,483 | -8.72% | Q4 2025 | Feb 11, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 67,095 | 1,673 | 0.25% | 0.25% | 116 | +1,532 | 2.34% | Q4 2025 | Jan 12, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 66,607 | 1,661 | 0.14% | 0.2% | 117 | -22,396 | -25.16% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 66,208 | 1,650 | 0.0% | 0.01% | 118 | -533 | -0.8% | Q4 2025 | Feb 10, 2026 |
| DRAVO BAY LLC | History | Reduced | 65,910 | 1,643 | 0.68% | 0.82% | 119 | -8,343 | -11.24% | Q4 2025 | Jan 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 64,511 | 1,608 | 0.03% | 0.03% | 120 | -9,472 | -12.8% | Q4 2025 | Jan 22, 2026 |
| Able Wealth Management LLC | History | Added to | 64,300 | 1,603 | 0.51% | 0.59% | 121 | +1,005 | 1.59% | Q4 2025 | Jan 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 64,172 | 1,600 | 0.05% | 0.05% | 122 | +1,782 | 2.86% | Q4 2025 | Feb 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 63,263 | 1,577 | 0.09% | 0.08% | 123 | +16,337 | 34.81% | Q4 2025 | Feb 17, 2026 |
| Orcam Financial Group | History | Reduced | 61,180 | 1,525 | 1.14% | 1.54% | 124 | -15,489 | -20.2% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 60,785 | 1,515 | 0.01% | 0.01% | 125 | +2,512 | 4.31% | Q4 2025 | Feb 17, 2026 |
| ASPIRIANT, LLC | History | New | 60,443 | 1,507 | 0.04% | — | 126 | +60,443 | New | Q4 2025 | Jan 20, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 59,650 | 1,487 | 0.94% | 0.9% | 127 | +5,669 | 10.5% | Q4 2025 | Feb 04, 2026 |
| Signature Wealth Management Partners, LLC | History | New | 58,576 | 1,460 | 0.72% | — | 128 | +58,576 | New | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 58,230 | 1,452 | 0.0% | 0.0% | 129 | +31,882 | 121.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 57,441 | 1,432 | 0.01% | 0.01% | 130 | -270 | -0.47% | Q4 2025 | Feb 13, 2026 |
| Artesa Financial Group, LLC | History | New | 56,666 | 1,413 | 1.45% | — | 131 | +56,666 | New | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 55,781 | 1,391 | 0.02% | 0.02% | 132 | +12,355 | 28.45% | Q4 2025 | Feb 12, 2026 |
| APS Management Group, Inc. | History | Reduced | 55,420 | 1,382 | 1.18% | 1.23% | 133 | -113 | -0.2% | Q4 2025 | Jan 28, 2026 |
| Manske Wealth Management | History | Added to | 54,466 | 1,358 | 0.4% | 0.4% | 134 | +1,853 | 3.52% | Q4 2025 | Feb 03, 2026 |
| FC Advisory LLC | History | Added to | 54,393 | 1,356 | 0.39% | 0.37% | 135 | +3,290 | 6.44% | Q4 2025 | Jan 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 54,120 | 1,349 | 0.06% | 0.06% | 136 | +728 | 1.36% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 53,953 | 1,345 | 0.01% | 0.01% | 137 | -230 | -0.42% | Q4 2025 | Feb 17, 2026 |
| Missouri Trust & Investment Co | History | Added to | 53,150 | 1,325 | 0.39% | 0.31% | 138 | +10,575 | 24.84% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 52,986 | 1,321 | 0.0% | 0.0% | 139 | +2,465 | 4.88% | Q4 2025 | Feb 13, 2026 |
| KWMG, LLC | History | Reduced | 52,688 | 1,314 | 0.11% | 0.14% | 140 | -9,514 | -15.3% | Q4 2025 | Jan 16, 2026 |
| FIRST HORIZON CORP | History | No change | 51,700 | 1,289 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| New Insight Wealth Advisors | History | Added to | 51,526 | 1,285 | 0.46% | 0.3% | 142 | +19,279 | 59.79% | Q4 2025 | Feb 17, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 51,317 | 1,279 | 0.37% | 0.41% | 143 | +3,419 | 7.14% | Q4 2025 | Jan 07, 2026 |
| Apella Capital, LLC | History | Added to | 50,629 | 1,262 | 0.02% | 0.02% | 144 | +9,252 | 22.36% | Q4 2025 | Jan 21, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 49,783 | 1,241 | 0.4% | 0.41% | 145 | -809 | -1.6% | Q4 2025 | Jan 30, 2026 |
| Diversified Enterprises, LLC | History | Added to | 49,151 | 1,225 | 0.07% | 0.07% | 146 | +5,642 | 12.97% | Q4 2025 | Jan 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 48,848 | 1,218 | 0.0% | 0.0% | 147 | +33,280 | 213.77% | Q4 2025 | Feb 02, 2026 |
| McAdam, LLC | History | Added to | 48,837 | 1,218 | 0.06% | 0.05% | 148 | +9,603 | 24.48% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 48,408 | 1,207 | 0.01% | 0.02% | 149 | -12,480 | -20.5% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 47,410 | 1,182 | 0.01% | 0.01% | 150 | -933 | -1.93% | Q4 2025 | Feb 12, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 46,600 | 1,162 | 0.05% | 0.22% | 151 | -168,600 | -78.35% | Q4 2025 | Jan 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 45,847 | 1,143 | 0.23% | 0.23% | 152 | +5,151 | 12.66% | Q4 2025 | Feb 11, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 44,651 | 1,113 | 0.98% | — | 153 | +44,651 | New | Q4 2025 | Jan 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 44,606 | 1,112 | 0.02% | 0.02% | 154 | -312 | -0.69% | Q4 2025 | Feb 12, 2026 |
| Breakwater Capital Group | History | Added to | 43,082 | 1,074 | 0.15% | 0.15% | 155 | +3,281 | 8.24% | Q4 2025 | Jan 09, 2026 |
| Inspire Advisors, LLC | History | Added to | 42,956 | 1,071 | 0.1% | 0.09% | 156 | +4,345 | 11.25% | Q4 2025 | Feb 13, 2026 |
| ACT Advisors, LLC. | History | Added to | 42,266 | 1,054 | 0.42% | 0.4% | 157 | +2,568 | 6.47% | Q4 2025 | Jan 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 41,616 | 1,037 | 0.0% | 0.0% | 158 | -4,594 | -9.94% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 41,183 | 1,027 | 0.09% | 0.1% | 159 | -3,085 | -6.97% | Q4 2025 | Jan 26, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 40,838 | 1,018 | 0.18% | 0.19% | 160 | -392 | -0.95% | Q4 2025 | Jan 23, 2026 |
| Betterment LLC | History | Reduced | 40,117 | 1,001 | 0.0% | 0.0% | 162 | -19,482 | -32.69% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 40,154 | 1,001 | 0.01% | 0.01% | 161 | -2,499 | -5.86% | Q4 2025 | Jan 20, 2026 |
| Compound Planning, Inc. | History | Reduced | 40,032 | 998 | 0.03% | 0.05% | 163 | -27,999 | -41.16% | Q4 2025 | Feb 19, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 39,884 | 994 | 0.11% | 0.16% | 164 | -13,583 | -25.4% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 38,929 | 970 | 0.02% | 0.0% | 165 | +30,042 | 338.04% | Q4 2025 | Mar 12, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 38,115 | 955 | 0.15% | 0.16% | 166 | -1,094 | -2.79% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 38,237 | 953 | 0.01% | 0.01% | 167 | -1,183 | -3.0% | Q4 2025 | Feb 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 38,064 | 949 | 0.15% | 0.16% | 168 | -951 | -2.44% | Q4 2025 | Jan 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 38,009 | 947 | 0.03% | 0.03% | 169 | -442 | -1.15% | Q4 2025 | Jan 30, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 37,321 | 930 | 0.57% | 0.62% | 170 | -1,366 | -3.53% | Q4 2025 | Jan 07, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 37,252 | 929 | 0.18% | 0.26% | 171 | -14,748 | -28.36% | Q4 2025 | Jan 16, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 36,770 | 917 | 0.05% | 0.03% | 172 | +12,332 | 50.46% | Q4 2025 | Jan 29, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 35,548 | 886 | 0.13% | 0.14% | 173 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| K2 Financial Inc. | History | Reduced | 35,232 | 882 | 0.68% | 0.72% | 174 | -626 | -1.75% | Q4 2025 | Jan 22, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 34,962 | 871 | 0.24% | 0.33% | 175 | -14,966 | -29.98% | Q4 2025 | Feb 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 34,740 | 866 | 0.06% | 0.06% | 176 | +27 | 0.08% | Q4 2025 | Jan 20, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 34,538 | 861 | 0.23% | 0.25% | 177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 33,352 | 831 | 0.01% | 0.02% | 179 | -8,552 | -20.41% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 33,352 | 831 | 0.04% | 0.07% | 180 | -8,552 | -20.41% | Q4 2025 | Feb 12, 2026 |
| Csenge Advisory Group | History | Reduced | 33,342 | 831 | 0.04% | 0.04% | 178 | -483 | -1.43% | Q4 2025 | Feb 06, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 32,665 | 819 | 0.61% | 0.4% | 181 | +12,731 | 63.87% | Q4 2025 | Feb 13, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 31,795 | 792 | 0.02% | 0.02% | 182 | -1,514 | -4.55% | Q4 2025 | Jan 22, 2026 |
| Rede Wealth, LLC | History | New | 31,733 | 791 | 0.27% | — | 184 | +31,733 | New | Q4 2025 | Jan 23, 2026 |
| Trust Point Inc. | History | Reduced | 31,739 | 791 | 0.06% | 0.07% | 183 | -2,505 | -7.32% | Q4 2025 | Jan 13, 2026 |
| IFP Advisors, Inc | History | Added to | 31,379 | 782 | 0.02% | 0.01% | 185 | +20,328 | 183.95% | Q4 2025 | Feb 06, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 31,301 | 780 | 0.21% | 0.22% | 186 | +395 | 1.28% | Q4 2025 | Feb 06, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 30,917 | 771 | 0.16% | 0.25% | 187 | -16,176 | -34.35% | Q4 2025 | Feb 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 30,632 | 763 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Facet Wealth, Inc. | History | Added to | 30,303 | 760 | 0.01% | 0.02% | 189 | +1,217 | 4.18% | Q4 2025 | Jan 29, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 30,469 | 759 | 0.38% | 0.18% | 190 | +16,268 | 114.56% | Q4 2025 | Jan 30, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 30,345 | 756 | 0.08% | 0.09% | 191 | -474 | -1.54% | Q4 2025 | Jan 28, 2026 |
| BCS Wealth Management | History | Added to | 29,902 | 745 | 0.08% | 0.07% | 193 | +17,031 | 132.32% | Q4 2025 | Jan 26, 2026 |
| SimpliFi, Inc. | History | Reduced | 29,892 | 745 | 0.32% | 0.37% | 192 | -4,953 | -14.21% | Q4 2025 | Jan 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 29,670 | 739 | 0.0% | 0.0% | 194 | -7,649 | -20.5% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 29,591 | 738 | 0.13% | 0.01% | 195 | +13 | 0.04% | Q4 2025 | Mar 04, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 29,508 | 735 | 0.08% | 0.09% | 196 | +207 | 0.71% | Q4 2025 | Jan 02, 2026 |
| CWM, LLC | History | Reduced | 29,438 | 734 | 0.0% | 0.0% | 197 | -7,838 | -21.03% | Q4 2025 | Jan 26, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 29,296 | 730 | 0.14% | — | 198 | +29,296 | New | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 29,212 | 728 | 0.0% | 0.0% | 199 | +12,194 | 71.65% | Q4 2025 | Feb 17, 2026 |
| Howard Capital Management Inc. | History | Added to | 29,043 | 724 | 0.01% | 0.01% | 200 | +2,354 | 8.82% | Q4 2025 | Jan 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 28,817 | 718 | 0.01% | — | 201 | +28,817 | New | Q4 2025 | Feb 18, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 28,181 | 702 | 0.47% | 0.46% | 202 | +4,700 | 20.02% | Q4 2025 | Feb 09, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 27,138 | 676 | 0.54% | 0.58% | 203 | +99 | 0.37% | Q4 2025 | Jan 21, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 26,909 | 671 | 0.51% | 0.49% | 204 | +5,014 | 22.9% | Q4 2025 | Jan 20, 2026 |
| Syverson Strege & Co | History | Added to | 26,750 | 667 | 0.16% | 0.16% | 205 | +774 | 2.98% | Q4 2025 | Feb 09, 2026 |
| Clark Asset Management, LLC | History | No change | 26,599 | 663 | 0.07% | 0.08% | 206 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 26,514 | 661 | 0.0% | 0.0% | 207 | -4,323 | -14.02% | Q4 2025 | Mar 20, 2026 |
| American Alpha Advisors, LLC | History | No change | 26,000 | 648 | 0.38% | 0.45% | 208 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 25,678 | 640 | 0.05% | 0.03% | 209 | +11,100 | 76.14% | Q4 2025 | Feb 04, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 25,411 | 633 | 0.09% | 0.1% | 210 | -536 | -2.07% | Q4 2025 | Jan 23, 2026 |
| Clifford Group, LLC | History | Reduced | 25,094 | 625 | 0.48% | 0.5% | 211 | -857 | -3.3% | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 24,800 | 625 | 0.26% | 0.28% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | No change | 24,935 | 621 | 0.18% | 0.18% | 213 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 23,893 | 599 | 0.08% | 0.08% | 214 | -48 | -0.2% | Q4 2025 | Jan 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,909 | 596 | 0.01% | 0.01% | 215 | +5,940 | 33.06% | Q4 2025 | Jan 29, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 23,337 | 582 | 0.1% | 0.11% | 216 | -1,318 | -5.35% | Q4 2025 | Jan 12, 2026 |
| Pallas Capital Advisors LLC | History | No change | 23,340 | 582 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 23,305 | 581 | 0.2% | 0.22% | 218 | -143 | -0.61% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 23,272 | 580 | 0.0% | 0.0% | 219 | +19,147 | 464.17% | Q4 2025 | Jan 23, 2026 |
| OneAscent Financial Services LLC | History | New | 22,360 | 557 | 0.05% | — | 220 | +22,360 | New | Q4 2025 | Feb 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 21,954 | 547 | 0.16% | 0.18% | 221 | -1,065 | -4.63% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | New | 21,809 | 543 | 0.0% | — | 223 | +21,809 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 21,786 | 543 | 0.0% | 0.0% | 222 | -3,054 | -12.29% | Q4 2025 | Jan 29, 2026 |
| Advisory Alpha, LLC | History | Reduced | 21,653 | 540 | 0.01% | 0.02% | 224 | -2,280 | -9.53% | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | Reduced | 21,621 | 539 | 0.0% | 0.01% | 225 | -18,874 | -46.61% | Q4 2025 | Jan 28, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 21,529 | 536 | 0.19% | 0.2% | 226 | -515 | -2.34% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 21,132 | 532 | 0.02% | 0.02% | 227 | -1,485 | -6.57% | Q4 2025 | Jan 23, 2026 |
| WBH ADVISORY INC | History | Reduced | 21,288 | 530 | 0.04% | 0.04% | 228 | -75 | -0.35% | Q4 2025 | Jan 26, 2026 |
| Vise Technologies, Inc. | History | Reduced | 21,170 | 527 | 0.01% | 0.02% | 229 | -588 | -2.7% | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | Added to | 20,782 | 518 | 0.14% | 0.12% | 230 | +6,624 | 46.79% | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | Reduced | 20,582 | 513 | 0.0% | 0.0% | 231 | -17,990 | -46.64% | Q4 2025 | Jan 09, 2026 |
| Tortoise Investment Management, LLC | History | No change | 20,355 | 507 | 0.04% | 0.05% | 232 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MBL Wealth, LLC | History | Added to | 20,140 | 502 | 0.04% | 0.04% | 233 | +1,280 | 6.79% | Q4 2025 | Jan 21, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 19,980 | 498 | 0.22% | 0.23% | 234 | -582 | -2.83% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 19,877 | 495 | 0.01% | 0.01% | 235 | +2,398 | 13.72% | Q4 2025 | Feb 13, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 19,700 | 491 | 0.21% | 0.24% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 19,496 | 486 | 0.15% | 0.13% | 237 | +4,320 | 28.47% | Q4 2025 | Jan 07, 2026 |
| Tenzing Financial LLC | History | New | 19,452 | 485 | 0.39% | — | 238 | +19,452 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,368 | 483 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 19,253 | 480 | 0.02% | 0.01% | 240 | +6,443 | 50.3% | Q4 2025 | Jan 21, 2026 |
| United Advisor Group, LLC | History | Reduced | 19,189 | 478 | 0.06% | 0.07% | 241 | -372 | -1.9% | Q4 2025 | Jan 26, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 19,170 | 478 | 0.43% | 0.45% | 242 | -120 | -0.62% | Q4 2025 | Feb 05, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 18,973 | 475 | 0.29% | 0.96% | 243 | -40,561 | -68.13% | Q4 2025 | Jan 12, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 18,450 | 460 | 0.05% | 0.05% | 244 | -450 | -2.38% | Q4 2025 | Jan 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,296 | 456 | 0.01% | 0.01% | 245 | -3,622 | -16.53% | Q4 2025 | Feb 03, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 18,214 | 454 | 0.09% | 0.07% | 246 | +4,491 | 32.73% | Q4 2025 | Jan 26, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 18,097 | 451 | 0.25% | 0.27% | 247 | -339 | -1.84% | Q4 2025 | Feb 05, 2026 |
| Xcel Wealth Management, LLC | History | No change | 18,000 | 448 | 0.11% | 0.12% | 248 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mason & Associates Inc | History | Reduced | 17,354 | 432 | 0.08% | 0.13% | 249 | -8,775 | -33.58% | Q4 2025 | Feb 05, 2026 |
| HCR Wealth Advisors | History | Added to | 17,050 | 425 | 0.04% | 0.03% | 250 | +7,000 | 69.65% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 16,782 | 418 | 0.0% | 0.0% | 251 | -4,900 | -22.6% | Q4 2025 | Feb 02, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 16,786 | 418 | 0.16% | 0.18% | 252 | -1,318 | -7.28% | Q4 2025 | Feb 03, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 16,550 | 412 | 0.1% | 0.11% | 253 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 16,433 | 409 | 0.02% | 0.01% | 254 | +10,752 | 189.26% | Q4 2025 | Feb 04, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 16,226 | 404 | 0.06% | 0.08% | 255 | -2,830 | -14.85% | Q4 2025 | Jan 13, 2026 |
| TCP Asset Management, LLC | History | No change | 15,978 | 398 | 0.07% | 0.07% | 256 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,847 | 395 | 0.0% | 0.0% | 257 | +106 | 0.67% | Q4 2025 | Feb 17, 2026 |
| CABANA LLC | History | New | 15,828 | 394 | 2.95% | — | 258 | +15,828 | New | Q4 2025 | Jan 28, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 15,542 | 387 | 0.01% | 0.01% | 259 | -400 | -2.51% | Q4 2025 | Jan 21, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 15,358 | 383 | 0.29% | 0.3% | 260 | +233 | 1.54% | Q4 2025 | Jan 27, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 15,343 | 382 | 0.04% | 0.05% | 261 | -807 | -5.0% | Q4 2025 | Feb 18, 2026 |
| Platform Technology Partners | History | Added to | 15,282 | 381 | 0.08% | 0.09% | 262 | +173 | 1.15% | Q4 2025 | Feb 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 15,078 | 376 | 0.05% | 0.06% | 263 | -112 | -0.74% | Q4 2025 | Feb 09, 2026 |
| Bison Wealth, LLC | History | New | 14,947 | 368 | 0.04% | — | 264 | +14,947 | New | Q4 2025 | Mar 24, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 14,780 | 368 | 0.03% | 0.04% | 265 | -203 | -1.35% | Q4 2025 | Jan 07, 2026 |
| WPG Advisers, LLC | History | Reduced | 14,695 | 366 | 0.27% | 0.3% | 266 | -623 | -4.07% | Q4 2025 | Jan 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 14,566 | 363 | 0.0% | 0.0% | 267 | +303 | 2.12% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 14,412 | 359 | 0.0% | 0.0% | 268 | +8 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Weaver Consulting Group | History | Added to | 13,978 | 348 | 0.09% | 0.08% | 269 | +800 | 6.07% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Added to | 13,830 | 344 | 0.01% | 0.01% | 270 | +83 | 0.6% | Q4 2025 | Feb 13, 2026 |
| Veery Capital, LLC | History | Added to | 13,728 | 342 | 0.1% | 0.09% | 271 | +2,642 | 23.83% | Q4 2025 | Jan 27, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 13,658 | 340 | 0.03% | 0.03% | 272 | -1,022 | -6.96% | Q4 2025 | Jan 27, 2026 |
| Carson Advisory Inc. | History | New | 13,600 | 339 | 0.18% | — | 274 | +13,600 | New | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisors, LLC | History | No change | 13,608 | 339 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 13,440 | 335 | 0.13% | 0.12% | 275 | +22 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 13,334 | 332 | 0.01% | 0.01% | 276 | -2,168 | -13.99% | Q4 2025 | Feb 17, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | New | 13,048 | 325 | 0.28% | — | 277 | +13,048 | New | Q4 2025 | Feb 05, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 13,005 | 325 | 0.15% | 0.25% | 278 | -3,560 | -21.49% | Q4 2025 | Jan 26, 2026 |
| Wealthfront Advisers LLC | History | Added to | 13,023 | 324 | 0.0% | 0.0% | 279 | +1,266 | 10.77% | Q4 2025 | Jan 30, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 12,988 | 323 | 0.05% | 0.05% | 280 | +2,003 | 18.23% | Q4 2025 | Jan 28, 2026 |
| Hilltop Partners LLC | History | Reduced | 12,799 | 319 | 0.08% | 0.1% | 281 | -929 | -6.77% | Q4 2025 | Feb 10, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 12,672 | 316 | 0.02% | 0.02% | 282 | +114 | 0.91% | Q4 2025 | Jan 29, 2026 |
| FSA Advisors, Inc. | History | New | 63,850 | 311 | 0.22% | — | 283 | +63,850 | New | Q4 2025 | Feb 02, 2026 |
| NewEdge Wealth, LLC | History | No change | 12,172 | 303 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 11,800 | 294 | 0.04% | 0.04% | 285 | +1,236 | 11.7% | Q4 2025 | Feb 10, 2026 |
| Marshall Financial Group, LLC | History | New | 11,661 | 290 | 0.06% | — | 286 | +11,661 | New | Q4 2025 | Jan 09, 2026 |
| Composition Wealth, LLC | History | Reduced | 11,585 | 288 | 0.0% | 0.0% | 287 | -38 | -0.33% | Q4 2025 | Feb 02, 2026 |
| Sigma Planning Corp | History | Reduced | 11,511 | 287 | 0.01% | 0.01% | 288 | -17 | -0.15% | Q4 2025 | Jan 30, 2026 |
| Premier Private Wealth Management LLC | History | New | 11,444 | 286 | 0.3% | — | 289 | +11,444 | New | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | Added to | 11,454 | 285 | 0.03% | 0.03% | 290 | +2,124 | 22.77% | Q4 2025 | Feb 03, 2026 |
| Symmetry Partners, LLC | History | New | 11,313 | 282 | 0.02% | — | 292 | +11,313 | New | Q4 2025 | Jan 27, 2026 |
| Fort Point Capital Partners LLC | History | No change | 11,196 | 282 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 11,268 | 281 | 0.0% | 0.0% | 293 | +1,467 | 14.97% | Q4 2025 | Feb 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 11,271 | 281 | 0.01% | 0.01% | 294 | +552 | 5.15% | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 11,293 | 281 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Latitude Advisors, LLC | History | Added to | 11,239 | 280 | 0.12% | 0.13% | 296 | +82 | 0.73% | Q4 2025 | Jan 27, 2026 |
| TSG Advice Partners, LLC | History | New | 10,908 | 272 | 0.04% | — | 297 | +10,908 | New | Q4 2025 | Feb 17, 2026 |
| Gallacher Capital Management LLC | History | New | 10,586 | 264 | 0.1% | — | 298 | +10,586 | New | Q4 2025 | Feb 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 10,564 | 263 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 10,533 | 262 | 0.01% | 0.02% | 301 | -6,507 | -38.19% | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | No change | 10,521 | 262 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 10,457 | 260 | 0.0% | 0.0% | 302 | +1,584 | 17.85% | Q4 2025 | Feb 09, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Added to | 10,400 | 259 | 0.39% | 0.41% | 303 | +811 | 8.46% | Q4 2025 | Feb 25, 2026 |
| TFB Advisors LLC | History | Reduced | 10,362 | 258 | 0.07% | 0.08% | 305 | -137 | -1.3% | Q4 2025 | Feb 13, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 10,352 | 258 | 0.15% | 0.15% | 304 | +29 | 0.28% | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 10,237 | 255 | 0.02% | 0.02% | 306 | -1,054 | -9.33% | Q4 2025 | Feb 17, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 10,140 | 252 | 0.08% | 0.13% | 307 | -4,774 | -32.01% | Q4 2025 | Feb 03, 2026 |
| SMITH, MOORE & CO. | History | New | 10,010 | 249 | 0.02% | — | 308 | +10,010 | New | Q4 2025 | Jan 23, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 9,907 | 247 | 0.2% | 0.22% | 309 | -607 | -5.77% | Q4 2025 | Jan 08, 2026 |
| Ariston Services Group | History | Reduced | 9,773 | 243 | 0.14% | 0.15% | 310 | -279 | -2.78% | Q4 2025 | Jan 23, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 9,669 | 241 | 0.18% | 0.18% | 311 | -109 | -1.11% | Q4 2025 | Jan 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 9,663 | 240 | 0.0% | 0.0% | 312 | -2,769 | -22.27% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 9,462 | 235 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BXM Wealth LLC | History | No change | 9,393 | 234 | 0.18% | 0.22% | 314 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Caldwell Trust Co | History | Reduced | 9,362 | 233 | 0.02% | 0.03% | 315 | -3,996 | -29.91% | Q4 2025 | Jan 30, 2026 |
| CITIGROUP INC | History | Reduced | 9,332 | 232 | 0.0% | 0.0% | 316 | -1,961 | -17.36% | Q4 2025 | Feb 13, 2026 |
| Bowman & Co S.C. | History | New | 9,273 | 231 | 0.1% | — | 317 | +9,273 | New | Q4 2025 | Jan 23, 2026 |
| Hilltop Holdings Inc. | History | New | 9,257 | 230 | 0.01% | — | 318 | +9,257 | New | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 9,213 | 229 | 0.01% | 0.02% | 319 | -2,235 | -19.52% | Q4 2025 | Jan 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | New | 9,166 | 228 | 0.03% | — | 320 | +9,166 | New | Q4 2025 | Jan 08, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 9,158 | 228 | 0.03% | 0.03% | 322 | -1,050 | -10.29% | Q4 2025 | Jan 22, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 9,156 | 228 | 0.09% | 0.1% | 321 | +139 | 1.54% | Q4 2025 | Feb 02, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 9,052 | 225 | 0.02% | 0.02% | 323 | -381 | -4.04% | Q4 2025 | Jan 09, 2026 |
| Kestra Investment Management, LLC | History | Added to | 9,031 | 225 | 0.01% | 0.01% | 324 | +95 | 1.06% | Q4 2025 | Feb 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 9,012 | 224 | 0.02% | 0.03% | 325 | -7,303 | -44.76% | Q4 2025 | Feb 12, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 9,012 | 224 | 0.06% | 0.07% | 326 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 8,960 | 223 | 0.15% | 0.15% | 327 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | New | 8,815 | 219 | 0.01% | — | 328 | +8,815 | New | Q4 2025 | Jan 27, 2026 |
| StoneX Group Inc. | History | New | 8,770 | 218 | 0.01% | — | 329 | +8,770 | New | Q4 2025 | Feb 12, 2026 |
| Retirement Investment Advisors, Inc. | History | Reduced | 8,718 | 217 | 0.02% | 0.02% | 330 | -546 | -5.89% | Q4 2025 | Jan 21, 2026 |
| XY Planning Network, Inc. | History | New | 8,421 | 210 | 0.04% | — | 332 | +8,421 | New | Q4 2025 | Jan 26, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,460 | 210 | 0.01% | 0.02% | 331 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 8,357 | 208 | 0.01% | — | 333 | +8,357 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 8,344 | 208 | 0.03% | — | 334 | +8,344 | New | Q4 2025 | Feb 09, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 8,221 | 205 | 0.01% | 0.01% | 335 | -208 | -2.47% | Q4 2025 | Jan 15, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 8,146 | 204 | 0.05% | 0.18% | 338 | -12,866 | -61.23% | Q4 2025 | Jan 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,180 | 204 | 0.01% | 0.01% | 337 | -701 | -7.89% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,210 | 204 | 0.01% | 0.01% | 336 | -34 | -0.41% | Q4 2025 | Jan 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 8,128 | 202 | 0.01% | 0.01% | 339 | -849 | -9.46% | Q4 2025 | Jan 23, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 8,079 | 201 | 0.0% | 0.0% | 340 | -5,786 | -41.73% | Q4 2025 | Jan 26, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 7,921 | 197 | 0.02% | 0.02% | 341 | +1,211 | 18.05% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 7,336 | 182 | 0.0% | 0.0% | 342 | +2,094 | 39.95% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | Added to | 7,141 | 178 | 0.02% | 0.02% | 343 | +109 | 1.55% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 6,246 | 155 | 0.0% | — | 344 | +6,246 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 5,796 | 144 | 0.0% | — | 345 | +5,796 | New | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | No change | 5,444 | 135 | 0.03% | 0.03% | 346 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLUELINE ADVISORS LLC | History | New | 5,165 | 128 | 0.1% | — | 347 | +5,165 | New | Q4 2025 | Feb 10, 2026 |
| Basepoint Wealth LLC | History | New | 4,558 | 113 | 0.07% | — | 348 | +4,558 | New | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4,530 | 112 | 0.01% | — | 349 | +4,530 | New | Q4 2025 | Feb 03, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,439 | 110 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,832 | 95 | 0.0% | 0.0% | 351 | +9 | 0.24% | Q4 2025 | Feb 11, 2026 |
| Clean Yield Group | History | No change | 3,593 | 89 | 0.02% | 0.03% | 352 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Signature Equity Partners, LLC | History | New | 3,014 | 75 | 0.04% | — | 354 | +3,014 | New | Q4 2025 | Feb 17, 2026 |
| Friedenthal Financial | History | No change | 3,031 | 75 | 0.04% | 0.04% | 353 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,669 | 66 | 0.0% | 0.0% | 355 | +1,620 | 154.43% | Q4 2025 | Jan 20, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 2,110 | 52 | 0.0% | — | 356 | +2,110 | New | Q4 2025 | Feb 12, 2026 |
| Nemes Rush Group LLC | History | Reduced | 2,057 | 51 | 0.0% | 0.01% | 358 | -3,329 | -61.81% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,050 | 51 | 0.0% | 0.0% | 357 | +112 | 5.78% | Q4 2025 | Jan 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,669 | 41 | 0.0% | 0.01% | 359 | -1,923 | -53.54% | Q4 2025 | Feb 06, 2026 |
| Trust Co | History | New | 1,673 | 41 | 0.0% | — | 360 | +1,673 | New | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,612 | 40 | 0.0% | 0.0% | 361 | -477 | -22.83% | Q4 2025 | Feb 09, 2026 |
| JDM Financial Group LLC | History | New | 1,504 | 37 | 0.01% | — | 363 | +1,504 | New | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,523 | 37 | 0.0% | 0.0% | 362 | +1,375 | 929.05% | Q4 2025 | Feb 11, 2026 |
| EPG Wealth Management LLC | History | No change | 1,421 | 35 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,353 | 33 | 0.03% | — | 365 | +1,353 | New | Q4 2025 | Feb 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,246 | 31 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,200 | 29 | 0.0% | 0.0% | 367 | -350 | -22.58% | Q4 2025 | Jan 28, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,028 | 25 | 0.0% | 0.0% | 369 | +15 | 1.48% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | No change | 1,010 | 25 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | New | 1,000 | 24 | 0.01% | — | 370 | +1,000 | New | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 973 | 24 | 0.01% | 0.01% | 372 | +4 | 0.41% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,000 | 24 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 892 | 22 | 0.01% | — | 374 | +892 | New | Q4 2025 | Feb 02, 2026 |
| Key FInancial Inc | History | No change | 900 | 22 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 779 | 19 | 0.0% | 0.0% | 376 | -79 | -9.21% | Q4 2025 | Feb 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 776 | 19 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Goodman Advisory Group, LLC | History | New | 759 | 18 | 0.0% | — | 377 | +759 | New | Q4 2025 | Feb 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 687 | 17 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Costello Asset Management, INC | History | Reduced | 671 | 16 | 0.01% | 0.01% | 380 | -284 | -29.74% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 658 | 16 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 595 | 14 | 0.0% | 0.0% | 381 | +423 | 245.93% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 533 | 13 | 0.0% | — | 382 | +533 | New | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 491 | 12 | 0.0% | 0.0% | 383 | +55 | 12.61% | Q4 2025 | Jan 21, 2026 |
| Millstone Evans Group, LLC | History | New | 423 | 10 | 0.01% | — | 384 | +423 | New | Q4 2025 | Feb 02, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 421 | 10 | 0.0% | 0.0% | 385 | -102 | -19.5% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | No change | 352 | 8 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GROUP ONE TRADING LLC | History | No change | 300 | 7 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 320 | 7 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | New | 274 | 6 | 0.0% | — | 390 | +274 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 224 | 6 | 0.0% | 0.0% | 389 | +131 | 140.86% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 221 | 5 | 0.0% | 0.0% | 391 | -277 | -55.62% | Q4 2025 | Feb 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 240 | 5 | 0.0% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 225 | 5 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rialto Wealth Management, LLC | History | No change | 235 | 5 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Spire Wealth Management | History | Reduced | 169 | 4 | 0.0% | 0.0% | 395 | -320 | -65.44% | Q4 2025 | Jan 14, 2026 |
| BAYBAN | History | New | 184 | 4 | 0.0% | — | 397 | +184 | New | Q4 2025 | Mar 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 172 | 4 | 0.0% | 0.0% | 396 | +4 | 2.38% | Q4 2025 | Feb 13, 2026 |
| Sunrise Financial Services, LLC | History | New | 130 | 3 | 0.0% | — | 399 | +130 | New | Q4 2025 | Feb 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 140 | 3 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NVWM, LLC | History | New | 92 | 2 | 0.0% | — | 400 | +92 | New | Q4 2025 | Jan 20, 2026 |
| Networth Advisors, LLC | History | New | 83 | 2 | 0.0% | — | 401 | +83 | New | Q4 2025 | Jan 22, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 83 | 2 | 0.0% | — | 402 | +83 | New | Q4 2025 | Feb 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 60 | 1 | 0.0% | — | 405 | +60 | New | Q4 2025 | Feb 19, 2026 |
| HOWE & RUSLING INC | History | No change | 48 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 77 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -483,064 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 3.13% | — | -388,191 | -100.0% | Q3 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116,126 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AJ Advisors, LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -104,075 | -100.0% | Q3 2025 | Oct 31, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,556 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,384 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BAR HARBOR WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -15,248 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,190 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -14,152 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FIDUCIENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,013 | -100.0% | Q3 2025 | Oct 30, 2025 |
| VanderPol Investments L.L.C. | History | Closed out | 0 | 0 | — | 0.56% | — | -12,782 | -100.0% | Q3 2025 | Oct 27, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,028 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BlackRock, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -12,000 | -99.99% | Q4 2025 | Feb 12, 2026 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,017 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,106 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,162 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,642 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,528 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -997 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -271 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2025 | Oct 15, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Dunhill Financial, LLC | History | Reduced | 36 | 0 | — | 0.0% | — | -58 | -61.7% | Q4 2025 | Jan 29, 2026 |
| PFS Partners, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 16, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Horizon Investments, LLC | History | Added to | 39 | 0 | — | — | — | +1 | 2.63% | Q4 2025 | Feb 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |