J.P. Morgan Exchange-Traded Fund Trust - JAVA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 20,401,214 | 1,463,175 | 0.09% | 0.07% | 1 | +4,437,690 | 27.8% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 6,262,663 | 449,158 | 0.12% | 0.12% | 2 | +531,461 | 9.27% | Q4 2025 | Feb 11, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 4,776,468 | 342,568 | 3.36% | 3.46% | 3 | +1,014,584 | 26.97% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 4,199,747 | 258,773 | 4.7% | 4.39% | 4 | +355,013 | 9.23% | Q4 2025 | Jan 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,636,157 | 189,079 | 0.04% | 0.04% | 5 | +104,797 | 4.14% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,793,105 | 128,601 | 0.01% | 0.01% | 6 | +161,648 | 9.91% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,624,457 | 116,506 | 1.93% | — | 7 | +1,624,457 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,589,943 | 114,031 | 0.26% | 0.25% | 8 | +30,629 | 1.96% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,385,185 | 99,345 | 0.11% | 0.1% | 9 | +102,026 | 7.95% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,222,684 | 87,690 | 0.03% | 0.02% | 10 | -787 | -0.06% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,035,606 | 74,273 | 0.04% | 0.04% | 11 | +6,654 | 0.65% | Q4 2025 | Feb 06, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 1,020,642 | 73,200 | 2.28% | 2.37% | 12 | -46,785 | -4.38% | Q4 2025 | Jan 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,012,384 | 72,608 | 0.1% | 0.09% | 13 | +5,560 | 0.55% | Q4 2025 | Feb 12, 2026 |
| STEPH & CO | History | Added to | 822,317 | 58,976 | 17.0% | 15.83% | 14 | +70,458 | 9.37% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 816,619 | 58,567 | 0.0% | 0.0% | 15 | -17,229 | -2.07% | Q4 2025 | Feb 17, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 814,884 | 58,443 | 9.74% | 9.2% | 16 | +34,832 | 4.47% | Q4 2025 | Jan 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 771,979 | 55,366 | 1.06% | 1.01% | 17 | +44,466 | 6.11% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 755,860 | 54,210 | 0.01% | 0.01% | 18 | +2,260 | 0.3% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 708,677 | 50,826 | 0.03% | 0.03% | 19 | +119,096 | 20.2% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 653,515 | 46,870 | 0.01% | — | 20 | +653,515 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 625,136 | 44,834 | 0.61% | 0.75% | 21 | +56,663 | 9.97% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 595,496 | 42,708 | 0.18% | 0.18% | 22 | +31,200 | 5.53% | Q4 2025 | Feb 13, 2026 |
| Americana Partners, LLC | History | Reduced | 545,212 | 39,102 | 1.07% | 1.13% | 23 | -1,349 | -0.25% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 479,698 | 34,403 | 0.01% | 0.01% | 24 | -15,111 | -3.05% | Q4 2025 | Feb 18, 2026 |
| Intellus Advisors LLC | History | Added to | 476,628 | 34,183 | 4.54% | 4.42% | 25 | +7,389 | 1.57% | Q4 2025 | Feb 06, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 471,363 | 33,806 | 4.62% | 4.41% | 26 | +19,662 | 4.35% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 467,909 | 33,558 | 0.16% | 0.15% | 27 | +12,180 | 2.67% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 437,072 | 31,358 | 0.05% | 0.05% | 28 | -53,969 | -10.99% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 429,845 | 30,828 | 0.86% | 1.97% | 29 | -24,778 | -5.45% | Q4 2025 | Feb 10, 2026 |
| CI INVESTMENTS INC. | History | Added to | 428,318 | 30,718 | 0.13% | 0.1% | 30 | +22,200 | 5.47% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 425,260 | 30,499 | 0.03% | 0.02% | 31 | +52,050 | 13.95% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 423,996 | 30,409 | 0.03% | 0.05% | 32 | +15,595 | 3.82% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 406,818 | 29,176 | 0.93% | 0.87% | 33 | +35,248 | 9.49% | Q4 2025 | Jan 12, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 362,453 | 25,995 | 3.72% | 3.57% | 34 | +10,481 | 2.98% | Q4 2025 | Jan 12, 2026 |
| Convergence Financial, LLC | History | Added to | 361,450 | 25,923 | 3.78% | 3.7% | 35 | +4,418 | 1.24% | Q4 2025 | Feb 11, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 284,617 | 20,412 | 2.85% | 2.43% | 36 | +44,619 | 18.59% | Q4 2025 | Jan 06, 2026 |
| CWM, LLC | History | Reduced | 260,871 | 18,710 | 0.05% | 0.07% | 37 | -53,068 | -16.9% | Q4 2025 | Jan 26, 2026 |
| Prism Advisors, Inc. | History | Added to | 254,861 | 18,278 | 4.87% | 4.52% | 38 | +12,372 | 5.1% | Q4 2025 | Jan 23, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 240,658 | 17,260 | 3.64% | 3.76% | 39 | -62 | -0.03% | Q4 2025 | Jan 13, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 221,884 | 15,913 | 5.76% | 3.9% | 40 | +91,840 | 70.62% | Q4 2025 | Jan 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 219,272 | 15,726 | 0.0% | 0.0% | 41 | +17,361 | 8.6% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 219,067 | 15,711 | 0.04% | 0.03% | 42 | +60,964 | 38.56% | Q4 2025 | Feb 05, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 210,296 | 15,082 | 3.85% | 2.82% | 43 | +53,005 | 33.7% | Q4 2025 | Jan 07, 2026 |
| Confluence Wealth Services, Inc. | History | New | 200,000 | 14,343 | 0.59% | — | 44 | +200,000 | New | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 189,098 | 13,562 | 0.07% | 0.09% | 45 | -56,367 | -22.96% | Q4 2025 | Jan 29, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 178,725 | 12,818 | 0.82% | 0.57% | 46 | +53,882 | 43.16% | Q4 2025 | Feb 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 168,758 | 12,103 | 3.67% | 3.1% | 47 | +21,438 | 14.55% | Q4 2025 | Feb 10, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 150,472 | 10,791 | 2.91% | 2.78% | 48 | +14,187 | 10.41% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 150,283 | 10,778 | 0.04% | 0.02% | 49 | +74,866 | 99.27% | Q4 2025 | Feb 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 144,833 | 10,387 | 0.12% | 0.08% | 50 | +76,470 | 111.86% | Q4 2025 | Jan 29, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 138,849 | 9,958 | 4.26% | 5.93% | 51 | -66,265 | -32.31% | Q4 2025 | Feb 10, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 132,576 | 9,508 | 1.57% | 1.48% | 52 | +7,199 | 5.74% | Q4 2025 | Feb 06, 2026 |
| Weil Company, Inc. | History | Reduced | 129,860 | 9,313 | 2.14% | 2.22% | 53 | -3,925 | -2.93% | Q4 2025 | Jan 14, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 123,097 | 8,828 | 4.46% | 4.53% | 54 | +178 | 0.14% | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 121,806 | 8,735 | 0.07% | 0.07% | 55 | +2,424 | 2.03% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 119,851 | 8,595 | 0.02% | 0.02% | 56 | +35,844 | 42.67% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 119,139 | 8,544 | 0.05% | 0.04% | 57 | +17,471 | 17.18% | Q4 2025 | Jan 12, 2026 |
| Capital Analysts, LLC | History | Added to | 116,375 | 8,346 | 0.25% | 0.23% | 58 | +2,980 | 2.63% | Q4 2025 | Feb 11, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 106,360 | 7,628 | 3.34% | 3.16% | 59 | +6,244 | 6.24% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 102,137 | 7,325 | 0.18% | 0.01% | 60 | +96,702 | 1779.25% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 98,110 | 7,036 | 0.0% | 0.0% | 61 | +4,757 | 5.1% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 87,835 | 6,299 | 0.11% | 0.12% | 62 | +7,817 | 9.77% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 81,198 | 5,823 | 0.1% | 0.11% | 63 | +3,326 | 4.27% | Q4 2025 | Jan 16, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 79,594 | 5,708 | 0.45% | 0.34% | 64 | +19,894 | 33.32% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 78,628 | 5,639 | 0.06% | 0.06% | 65 | -4,609 | -5.54% | Q4 2025 | Feb 02, 2026 |
| Denver PWM, LLC | History | No change | 84,580 | 5,539 | 1.85% | 1.73% | 66 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GGM Financials LLC | History | Reduced | 74,481 | 5,341 | 2.6% | 2.8% | 67 | -6,055 | -7.52% | Q4 2025 | Feb 04, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 73,248 | 5,253 | 0.4% | 0.42% | 68 | -1,932 | -2.57% | Q4 2025 | Jan 23, 2026 |
| Composition Wealth, LLC | History | Reduced | 72,368 | 5,190 | 0.07% | 0.09% | 69 | -11,502 | -13.71% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 69,240 | 4,965 | 0.01% | 0.01% | 70 | +3,998 | 6.13% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 65,412 | 4,691 | 0.01% | 0.01% | 71 | -4,787 | -6.82% | Q4 2025 | Feb 17, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 65,170 | 4,673 | 0.62% | 0.58% | 72 | +4,222 | 6.93% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 64,991 | 4,661 | 0.09% | 0.1% | 73 | -837 | -1.27% | Q4 2025 | Feb 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 63,926 | 4,584 | 0.25% | 0.18% | 74 | +16,653 | 35.23% | Q4 2025 | Jan 07, 2026 |
| 5T Wealth, LLC | History | Added to | 61,851 | 4,435 | 1.77% | 1.58% | 75 | +9,175 | 17.42% | Q4 2025 | Jan 27, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 61,469 | 4,408 | 0.42% | 0.36% | 76 | +21,118 | 52.34% | Q4 2025 | Jan 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 61,255 | 4,393 | 0.09% | 0.09% | 77 | +7,037 | 12.98% | Q4 2025 | Feb 13, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 57,326 | 4,111 | 1.69% | 2.23% | 78 | -15,825 | -21.63% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Added to | 51,131 | 3,667 | 0.13% | 0.12% | 79 | +3,391 | 7.1% | Q4 2025 | Jan 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 48,205 | 3,457 | 0.16% | 0.14% | 80 | +9,386 | 24.18% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 46,629 | 3,344 | 0.13% | 0.12% | 81 | +868 | 1.9% | Q4 2025 | Feb 17, 2026 |
| CMH Wealth Management LLC | History | Added to | 44,745 | 3,209 | 0.69% | 0.64% | 82 | +1,177 | 2.7% | Q4 2025 | Jan 13, 2026 |
| Fortis Group Advisors, LLC | History | New | 42,603 | 3,193 | 0.54% | — | 83 | +42,603 | New | Q4 2025 | Feb 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 43,513 | 3,122 | 0.02% | — | 84 | +43,513 | New | Q4 2025 | Feb 18, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 41,884 | 3,003 | 0.23% | 0.22% | 85 | +1,566 | 3.88% | Q4 2025 | Jan 09, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 37,916 | 2,741 | 0.08% | — | 86 | +37,916 | New | Q4 2025 | Feb 13, 2026 |
| Crumly & Associates Inc. | History | Reduced | 37,097 | 2,660 | 0.56% | 0.57% | 87 | -903 | -2.38% | Q4 2025 | Jan 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 36,219 | 2,597 | 0.02% | 0.02% | 88 | +5,629 | 18.4% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 35,213 | 2,525 | 0.0% | 0.0% | 89 | +19,674 | 126.61% | Q4 2025 | Mar 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 33,099 | 2,373 | 0.05% | 0.05% | 90 | +4,101 | 14.14% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,889 | 2,298 | 0.0% | 0.0% | 91 | +944 | 3.15% | Q4 2025 | Jan 08, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 31,916 | 2,289 | 1.92% | — | 92 | +31,916 | New | Q4 2025 | Feb 05, 2026 |
| WBH ADVISORY INC | History | Added to | 30,614 | 2,195 | 0.16% | 0.13% | 93 | +5,917 | 23.96% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,984 | 2,078 | 0.03% | 0.03% | 94 | +1,160 | 4.17% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 28,097 | 2,015 | 0.0% | 0.0% | 95 | +20,009 | 247.39% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 27,346 | 1,961 | 0.05% | 0.05% | 96 | -2,837 | -9.4% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 27,225 | 1,952 | 0.01% | 0.01% | 97 | +623 | 2.34% | Q4 2025 | Jan 29, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 25,876 | 1,855 | 0.52% | 0.58% | 98 | -2,673 | -9.36% | Q4 2025 | Jan 26, 2026 |
| Elevation Wealth Management LLC | History | New | 25,444 | 1,824 | 1.75% | — | 99 | +25,444 | New | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 25,299 | 1,814 | 0.0% | 0.0% | 100 | +652 | 2.65% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 24,458 | 1,754 | 0.02% | 0.02% | 101 | +1,811 | 8.0% | Q4 2025 | Feb 05, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 24,169 | 1,733 | 0.05% | 0.05% | 102 | +198 | 0.83% | Q4 2025 | Jan 22, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 23,982 | 1,719 | 0.29% | 0.29% | 103 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 23,623 | 1,694 | 0.04% | 0.04% | 104 | +1,303 | 5.84% | Q4 2025 | Feb 06, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 22,771 | 1,633 | 0.37% | 0.35% | 105 | +443 | 1.98% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 22,441 | 1,609 | 0.04% | 0.04% | 106 | -1,419 | -5.95% | Q4 2025 | Jan 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 22,119 | 1,586 | 0.19% | 0.19% | 107 | -1,531 | -6.47% | Q4 2025 | Feb 13, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 22,098 | 1,584 | 0.36% | 0.33% | 108 | +2,370 | 12.01% | Q4 2025 | Feb 11, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 21,580 | 1,547 | 1.15% | 1.21% | 109 | -1,186 | -5.21% | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | Added to | 20,721 | 1,486 | 0.26% | 0.22% | 110 | +3,198 | 18.25% | Q4 2025 | Jan 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 18,978 | 1,361 | 0.0% | 0.0% | 111 | +8,476 | 80.71% | Q4 2025 | Feb 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 17,290 | 1,328 | 0.39% | 0.25% | 112 | +6,608 | 61.86% | Q4 2025 | Feb 10, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 18,329 | 1,314 | 0.88% | 0.91% | 113 | -125 | -0.68% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 18,309 | 1,313 | 0.03% | 0.01% | 114 | +11,436 | 166.39% | Q4 2025 | Feb 17, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 17,768 | 1,274 | 0.28% | 0.28% | 115 | -300 | -1.66% | Q4 2025 | Jan 21, 2026 |
| Wayfinding Financial, LLC | History | Added to | 17,176 | 1,231 | 0.52% | 0.51% | 116 | +130 | 0.76% | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 16,990 | 1,218 | 0.1% | 0.08% | 117 | +3,621 | 27.09% | Q4 2025 | Jan 23, 2026 |
| Krilogy Financial LLC | History | Reduced | 15,843 | 1,187 | 0.04% | 0.04% | 118 | -199 | -1.24% | Q4 2025 | Jan 27, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 15,908 | 1,140 | 0.08% | 0.08% | 119 | -595 | -3.61% | Q4 2025 | Jan 16, 2026 |
| Ignite Planners, LLC | History | Added to | 15,139 | 1,134 | 0.17% | 0.11% | 120 | +5,145 | 51.48% | Q4 2025 | Feb 06, 2026 |
| Traveka Wealth, LLC | History | Added to | 15,694 | 1,125 | 0.46% | 0.29% | 121 | +6,141 | 64.28% | Q4 2025 | Jan 08, 2026 |
| IFG Advisory, LLC | History | Added to | 15,654 | 1,122 | 0.05% | 0.05% | 122 | +507 | 3.35% | Q4 2025 | Feb 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 15,592 | 1,118 | 0.14% | 0.13% | 123 | +1,396 | 9.83% | Q4 2025 | Jan 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 15,463 | 1,108 | 0.02% | 0.01% | 124 | +5,487 | 55.0% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 15,368 | 1,102 | 0.04% | 0.03% | 125 | +2,910 | 23.36% | Q4 2025 | Jan 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 15,023 | 1,086 | 0.07% | 0.09% | 126 | -2,396 | -13.76% | Q4 2025 | Jan 15, 2026 |
| Merited Wealth, LLC | History | New | 14,526 | 1,041 | 0.97% | — | 127 | +14,526 | New | Q4 2025 | Mar 26, 2026 |
| Compound Planning, Inc. | History | Reduced | 14,403 | 1,032 | 0.03% | 0.03% | 128 | -891 | -5.83% | Q4 2025 | Feb 19, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 14,197 | 1,018 | 0.24% | 0.25% | 129 | -98 | -0.69% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 13,950 | 1,000 | 0.01% | 0.01% | 130 | -3,935 | -22.0% | Q4 2025 | Feb 11, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 13,931 | 999 | 0.22% | 0.16% | 131 | +3,556 | 34.27% | Q4 2025 | Jan 14, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 13,796 | 989 | 0.48% | 0.43% | 132 | +2,695 | 24.28% | Q4 2025 | Jan 16, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 13,335 | 956 | 0.52% | 0.52% | 133 | +49 | 0.37% | Q4 2025 | Jan 21, 2026 |
| HUB Investment Partners, LLC | History | No change | 13,083 | 938 | 0.02% | 0.03% | 134 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 12,732 | 913 | 0.7% | 0.68% | 135 | -139 | -1.08% | Q4 2025 | Jan 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,634 | 906 | 0.08% | 0.08% | 136 | +149 | 1.19% | Q4 2025 | Jan 26, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 12,602 | 903 | 0.31% | 0.04% | 137 | +12,325 | 4449.46% | Q4 2025 | Jan 20, 2026 |
| Rothschild Wealth LLC | History | New | 12,101 | 867 | 0.08% | — | 138 | +12,101 | New | Q4 2025 | Feb 17, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 11,795 | 845 | 0.56% | 0.64% | 139 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 11,688 | 838 | 0.11% | — | 140 | +11,688 | New | Q4 2025 | Feb 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 11,409 | 818 | 0.01% | 0.01% | 141 | +4,826 | 73.31% | Q4 2025 | Feb 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 10,900 | 781 | 0.0% | 0.0% | 142 | -1,800 | -14.17% | Q4 2025 | Feb 12, 2026 |
| Bill Few Associates, Inc. | History | Added to | 10,859 | 778 | 0.19% | 0.14% | 143 | +2,731 | 33.6% | Q4 2025 | Jan 12, 2026 |
| StoneX Group Inc. | History | Reduced | 10,524 | 754 | 0.03% | 0.07% | 144 | -13,179 | -55.6% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,474 | 751 | 0.0% | 0.0% | 145 | -4,792 | -31.39% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 10,420 | 747 | 0.0% | 0.0% | 146 | +420 | 4.2% | Q4 2025 | Feb 17, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 10,365 | 743 | 0.5% | 0.5% | 147 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rehmann Capital Advisory Group | History | New | 10,066 | 721 | 0.04% | — | 148 | +10,066 | New | Q4 2025 | Mar 04, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 9,896 | 709 | 0.39% | 0.16% | 149 | +4,371 | 79.11% | Q4 2025 | Feb 02, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 9,827 | 704 | 0.05% | 0.05% | 150 | -883 | -8.24% | Q4 2025 | Feb 12, 2026 |
| Verity Asset Management, Inc. | History | Added to | 9,799 | 702 | 0.3% | 0.21% | 151 | +589 | 6.4% | Q4 2025 | Jan 30, 2026 |
| Mutual Advisors, LLC | History | Reduced | 9,743 | 698 | 0.01% | 0.02% | 152 | -231 | -2.32% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 9,462 | 678 | 0.01% | 0.01% | 153 | +39 | 0.41% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 9,300 | 667 | 0.05% | 0.05% | 154 | +143 | 1.56% | Q4 2025 | Feb 04, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 8,946 | 641 | 0.17% | 0.23% | 155 | +884 | 10.97% | Q4 2025 | Feb 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 8,691 | 623 | 0.01% | 0.01% | 156 | -91 | -1.04% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 8,500 | 609 | 0.0% | 0.01% | 157 | +467 | 5.81% | Q4 2025 | Jan 26, 2026 |
| Obermeyer Wealth Partners | History | No change | 8,372 | 600 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NVWM, LLC | History | No change | 8,003 | 573 | 0.12% | 0.12% | 159 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,746 | 555 | 0.01% | 0.01% | 160 | +266 | 3.56% | Q4 2025 | Feb 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 7,623 | 546 | 0.2% | 0.21% | 161 | -224 | -2.85% | Q4 2025 | Jan 08, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 7,497 | 537 | 0.42% | 0.47% | 162 | -1,272 | -14.51% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 7,480 | 536 | 0.13% | 0.16% | 163 | -1,298 | -14.79% | Q4 2025 | Jan 02, 2026 |
| Financial Connections Group, Inc. | History | No change | 7,360 | 527 | 0.18% | 0.2% | 164 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 7,093 | 508 | 0.03% | 0.03% | 165 | +123 | 1.76% | Q4 2025 | Jan 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 7,044 | 505 | 0.12% | — | 166 | +7,044 | New | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,950 | 498 | 0.01% | 0.01% | 167 | -1,201 | -14.73% | Q4 2025 | Jan 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 6,531 | 468 | 0.04% | 0.03% | 168 | +715 | 12.29% | Q4 2025 | Jan 07, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,520 | 467 | 0.01% | 0.01% | 169 | +260 | 4.15% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 6,288 | 450 | 0.01% | 0.01% | 170 | -300 | -4.55% | Q4 2025 | Jan 20, 2026 |
| Strategic Financial Concepts, LLC | History | New | 6,271 | 449 | 0.41% | — | 171 | +6,271 | New | Q4 2025 | Feb 09, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,984 | 439 | 0.04% | 0.04% | 172 | -99 | -1.63% | Q4 2025 | Jan 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 6,121 | 438 | 0.11% | 0.12% | 173 | -833 | -11.98% | Q4 2025 | Feb 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 5,908 | 423 | 0.02% | — | 175 | +5,908 | New | Q4 2025 | Feb 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 5,906 | 423 | 0.03% | 0.03% | 174 | -1,250 | -17.47% | Q4 2025 | Feb 10, 2026 |
| Procyon Advisors, LLC | History | New | 5,894 | 422 | 0.02% | — | 176 | +5,894 | New | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,830 | 418 | 0.0% | 0.0% | 177 | +2,720 | 87.46% | Q4 2025 | Feb 12, 2026 |
| WealthPLAN Partners, LLC | History | New | 5,801 | 416 | 0.06% | — | 178 | +5,801 | New | Q4 2025 | Feb 12, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 5,641 | 404 | 0.15% | 0.16% | 179 | -361 | -6.01% | Q4 2025 | Jan 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 5,573 | 399 | 0.04% | 0.05% | 181 | +612 | 12.34% | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 5,564 | 399 | 0.01% | 0.01% | 180 | -223 | -3.85% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 5,311 | 380 | 0.0% | 0.0% | 182 | -364 | -6.41% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 5,310 | 380 | 0.0% | 0.0% | 183 | -140 | -2.57% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | No change | 5,086 | 364 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 4,850 | 347 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 4,816 | 345 | 0.08% | 0.08% | 186 | +289 | 6.38% | Q4 2025 | Feb 02, 2026 |
| Plan Group Financial, LLC | History | Added to | 4,753 | 340 | 0.09% | 0.06% | 187 | +1,316 | 38.29% | Q4 2025 | Feb 03, 2026 |
| First PREMIER Bank | History | No change | 4,718 | 338 | 0.08% | 0.07% | 188 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,631 | 336 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | New | 4,484 | 321 | 0.0% | — | 190 | +4,484 | New | Q4 2025 | Feb 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 4,333 | 310 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,290 | 307 | 0.0% | 0.16% | 192 | -251,549 | -98.32% | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Advisors, LLC | History | Reduced | 4,253 | 305 | 0.13% | 0.24% | 193 | -3,640 | -46.12% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Added to | 4,222 | 302 | 0.0% | 0.0% | 194 | +926 | 28.09% | Q4 2025 | Jan 26, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | New | 4,065 | 291 | 0.05% | — | 195 | +4,065 | New | Q4 2025 | Feb 03, 2026 |
| MBA Advisors LLC | History | No change | 4,066 | 291 | 0.12% | 0.12% | 196 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CIBC WORLD MARKET INC. | History | New | 3,625 | 259 | 0.0% | — | 197 | +3,625 | New | Q4 2025 | Feb 10, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 3,622 | 259 | 0.22% | 0.18% | 198 | +720 | 24.81% | Q4 2025 | Jan 26, 2026 |
| Pathstone Holdings, LLC | History | New | 3,447 | 247 | 0.0% | — | 199 | +3,447 | New | Q4 2025 | Feb 13, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 3,200 | 229 | 0.02% | 0.03% | 200 | -2,500 | -43.86% | Q4 2025 | Jan 27, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 3,178 | 227 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | No change | 3,100 | 222 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,022 | 216 | 0.0% | 0.0% | 203 | +1,625 | 116.32% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 2,983 | 213 | 0.03% | 0.03% | 204 | -418 | -12.29% | Q4 2025 | Jan 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 2,927 | 209 | 0.0% | — | 205 | +2,927 | New | Q4 2025 | Feb 17, 2026 |
| Aegis Wealth Management, Inc. | History | New | 2,867 | 205 | 0.16% | — | 206 | +2,867 | New | Q4 2025 | Feb 05, 2026 |
| Kelly Financial Services LLC | History | New | 2,839 | 203 | 0.05% | — | 207 | +2,839 | New | Q4 2025 | Jan 13, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 2,803 | 201 | 0.01% | — | 208 | +2,803 | New | Q4 2025 | Feb 05, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 2,681 | 201 | 0.08% | 0.09% | 209 | -290 | -9.76% | Q4 2025 | Feb 11, 2026 |
| Empirical Asset Management, LLC | History | New | 2,791 | 200 | 0.06% | — | 210 | +2,791 | New | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 2,219 | 165 | 0.0% | 0.0% | 211 | +174 | 8.51% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | No change | 1,840 | 131 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 1,803 | 129 | 0.03% | — | 213 | +1,803 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,522 | 109 | 0.0% | 0.0% | 214 | -24 | -1.55% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,438 | 103 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 1,014 | 72 | 0.03% | — | 216 | +1,014 | New | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Reduced | 800 | 57 | 0.0% | 0.0% | 217 | -8 | -0.99% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 737 | 52 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 688 | 49 | 0.3% | 0.1% | 219 | -11 | -1.57% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 624 | 44 | 0.04% | 0.07% | 220 | -9,530 | -93.85% | Q4 2025 | Feb 06, 2026 |
| Greenline Wealth Management LLC | History | New | 626 | 44 | 0.05% | — | 221 | +626 | New | Q4 2025 | Feb 13, 2026 |
| Fairway Wealth LLC | History | New | 509 | 36 | 0.01% | — | 222 | +509 | New | Q4 2025 | Jan 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 453 | 32 | 0.0% | — | 223 | +453 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 446 | 31 | 0.0% | — | 224 | +446 | New | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Added to | 429 | 30 | 0.0% | 0.0% | 225 | +34 | 8.61% | Q4 2025 | Jan 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 334 | 23 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 311 | 22 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Allworth Financial LP | History | New | 298 | 21 | 0.0% | — | 228 | +298 | New | Q4 2025 | Feb 05, 2026 |
| Key Capital Management, INC | History | New | 292 | 20 | 0.02% | — | 229 | +292 | New | Q4 2025 | Jan 26, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 261 | 19 | 0.02% | — | 230 | +261 | New | Q4 2025 | Feb 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 239 | 17 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Harbor Asset Planning, Inc. | History | New | 187 | 13 | 0.01% | — | 232 | +187 | New | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 172 | 12 | 0.0% | 0.0% | 233 | -64 | -27.12% | Q4 2025 | Feb 09, 2026 |
| WealthShield Partners, LLC | History | No change | 159 | 11 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 140 | 10 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BAYBAN | History | New | 115 | 8 | 0.01% | — | 237 | +115 | New | Q4 2025 | Mar 05, 2026 |
| Rossby Financial, LCC | History | No change | 122 | 8 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 95 | 6 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stone House Investment Management, LLC | History | New | 64 | 4 | 0.0% | — | 240 | +64 | New | Q4 2025 | Jan 21, 2026 |
| GODSEY & GIBB, INC | History | New | 62 | 4 | 0.0% | — | 239 | +62 | New | Q4 2025 | Jan 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 62 | 4 | 0.0% | 0.0% | 242 | +8 | 14.81% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | No change | 63 | 4 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 34 | 2 | 0.0% | 0.0% | 246 | -129 | -79.14% | Q4 2025 | Jan 13, 2026 |
| Motiv8 Investments LLC | History | New | 22 | 2 | 0.0% | — | 247 | +22 | New | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 31 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | No change | 39 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -17,085 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.6% | — | -8,331 | -100.0% | Q3 2025 | Oct 20, 2025 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,500 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -5,603 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VISIONARY HORIZONS, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,081 | -100.0% | Q3 2025 | Oct 23, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,572 | -100.0% | Q3 2025 | Feb 04, 2026 |
| CRA Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,068 | -100.0% | Q3 2025 | Oct 16, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -937 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |