J.P. Morgan Exchange-Traded Fund Trust - JBND
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 13,119,154 | 709,352 | 0.19% | 0.13% | 1 | +4,600,361 | 54.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 6,001,353 | 324,493 | 1.33% | — | 2 | +6,001,353 | New | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,623,078 | 249,969 | 0.48% | 0.46% | 3 | +441,209 | 10.55% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,803,121 | 205,626 | 0.05% | 0.02% | 4 | +2,463,071 | 183.8% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,110,945 | 168,208 | 0.01% | 0.0% | 5 | +1,905,828 | 158.14% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 3,013,673 | 162,949 | 0.18% | 0.14% | 6 | +792,069 | 35.65% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,868,779 | 155,114 | 0.01% | 0.0% | 7 | +2,193,962 | 325.12% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,646,574 | 143,100 | 0.04% | 0.02% | 8 | +1,496,728 | 130.17% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,630,270 | 142,218 | 0.67% | 0.53% | 9 | +641,537 | 32.26% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,054,089 | 111,065 | 0.25% | 0.07% | 10 | +1,476,606 | 255.7% | Q4 2025 | Feb 11, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 1,921,439 | 103,892 | 8.65% | 8.69% | 11 | +103,877 | 5.72% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,487,107 | 80,408 | 0.01% | — | 12 | +1,487,107 | New | Q4 2025 | Feb 17, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 1,456,617 | 78,759 | 5.04% | 4.95% | 13 | +53,745 | 3.83% | Q4 2025 | Jan 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 1,408,140 | 76,138 | 1.03% | — | 14 | +1,408,140 | New | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,401,713 | 75,790 | 0.18% | 0.15% | 15 | +336,831 | 31.63% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,384,178 | 74,842 | 0.02% | 0.02% | 16 | +357,796 | 34.86% | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | Added to | 1,359,312 | 73,749 | 1.08% | 1.08% | 17 | +57,499 | 4.42% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,347,529 | 72,860 | 0.1% | 0.08% | 18 | +261,283 | 24.05% | Q4 2025 | Feb 12, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,331,163 | 71,975 | 4.17% | 4.16% | 19 | +45,862 | 3.57% | Q4 2025 | Jan 27, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,245,983 | 67,295 | 4.36% | 3.71% | 20 | +258,585 | 26.19% | Q4 2025 | Jan 23, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 1,200,760 | 64,925 | 7.52% | 7.67% | 21 | +21,024 | 1.78% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 1,178,579 | 63,726 | 0.17% | 0.17% | 22 | +124,052 | 11.76% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Added to | 957,525 | 51,972 | 2.26% | 0.56% | 23 | +718,609 | 300.78% | Q4 2025 | Feb 12, 2026 |
| LVZ, Inc. | History | Added to | 937,097 | 50,668 | 5.66% | 5.7% | 24 | +10,620 | 1.15% | Q4 2025 | Feb 10, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 878,288 | 47,489 | 6.33% | 2.28% | 25 | +596,642 | 211.84% | Q4 2025 | Jan 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 835,688 | 45,185 | 0.03% | 0.02% | 26 | +254,507 | 43.79% | Q4 2025 | Feb 17, 2026 |
| Intrua Financial, LLC | History | Added to | 714,720 | 38,644 | 4.08% | 3.96% | 27 | +40,972 | 6.08% | Q4 2025 | Feb 05, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 683,422 | 36,952 | 1.22% | 1.25% | 28 | +58,449 | 9.35% | Q4 2025 | Jan 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 650,520 | 35,173 | 9.32% | 10.27% | 29 | +12,613 | 1.98% | Q4 2025 | Jan 12, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 621,004 | 33,577 | 2.87% | 2.25% | 30 | +335,664 | 117.64% | Q4 2025 | Feb 11, 2026 |
| Essex LLC | History | Added to | 614,394 | 33,220 | 5.88% | 4.16% | 31 | +190,674 | 45.0% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 611,024 | 33,038 | 0.09% | 0.02% | 32 | +445,288 | 268.67% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Added to | 608,573 | 32,905 | 1.09% | 1.04% | 33 | +61,408 | 11.22% | Q4 2025 | Feb 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 548,417 | 29,652 | 0.54% | 0.57% | 34 | +10,526 | 1.96% | Q4 2025 | Jan 07, 2026 |
| FMR LLC | History | Added to | 514,174 | 27,801 | 0.0% | — | 35 | +514,165 | 5712944.44% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 499,423 | 27,003 | 0.17% | 0.1% | 36 | +205,417 | 69.87% | Q4 2025 | Jan 29, 2026 |
| Arlington Financial Advisors, LLC | History | New | 498,856 | 26,973 | 3.86% | — | 37 | +498,856 | New | Q4 2025 | Jan 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 489,864 | 26,486 | 0.0% | 0.0% | 38 | +437,064 | 827.77% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 481,078 | 26,011 | 0.29% | 0.36% | 39 | +17,599 | 3.8% | Q4 2025 | Feb 03, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 473,515 | 25,602 | 0.25% | 0.12% | 40 | +302,994 | 177.69% | Q4 2025 | Feb 10, 2026 |
| CGC Financial Services, LLC | History | Added to | 450,200 | 24,342 | 6.51% | 6.62% | 41 | +6,671 | 1.5% | Q4 2025 | Feb 03, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 424,830 | 22,970 | 1.94% | 1.88% | 42 | +24,819 | 6.2% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 368,627 | 19,935 | 0.03% | 0.03% | 43 | -17,675 | -4.58% | Q4 2025 | Jan 08, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 361,721 | 19,558 | 0.32% | — | 44 | +361,721 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 357,905 | 19,351 | 1.37% | 1.47% | 45 | +16,243 | 4.75% | Q4 2025 | Jan 21, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 351,700 | 19,016 | 0.89% | 0.79% | 46 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 347,456 | 18,787 | 0.03% | 0.02% | 47 | +119,284 | 52.28% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 327,495 | 17,750 | 0.82% | 0.85% | 48 | +9,478 | 2.98% | Q4 2025 | Feb 13, 2026 |
| Vawter Financial, Ltd. | History | Added to | 326,006 | 17,627 | 7.44% | 3.32% | 49 | +190,959 | 141.4% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 319,903 | 17,297 | 0.02% | 0.02% | 50 | +27,055 | 9.24% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 290,762 | 15,721 | 0.53% | 0.55% | 51 | -6,474 | -2.18% | Q4 2025 | Jan 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 285,316 | 15,427 | 0.19% | 0.19% | 52 | +12,293 | 4.5% | Q4 2025 | Jan 29, 2026 |
| CGN Advisors LLC | History | Added to | 281,089 | 15,198 | 1.2% | 1.23% | 53 | +5,354 | 1.94% | Q4 2025 | Jan 05, 2026 |
| Independence Asset Advisors, LLC | History | New | 279,465 | 15,162 | 8.36% | — | 54 | +279,465 | New | Q4 2025 | Feb 02, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | New | 278,276 | 15,046 | 6.76% | — | 55 | +278,276 | New | Q4 2025 | Jan 12, 2026 |
| KWB Wealth | History | Added to | 273,771 | 14,802 | 1.4% | 0.91% | 56 | +120,057 | 78.1% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Wealth Management, LLC | History | Added to | 269,526 | 14,573 | 9.81% | 9.7% | 57 | +4,128 | 1.56% | Q4 2025 | Jan 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 267,004 | 14,436 | 3.18% | 2.66% | 58 | +51,419 | 23.85% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 263,658 | 14,256 | 0.02% | 0.01% | 59 | +77,926 | 41.96% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 231,374 | 12,510 | 0.05% | 0.05% | 60 | +26,009 | 12.66% | Q4 2025 | Feb 18, 2026 |
| Argo Wealth Advisory, LLC | History | New | 221,010 | 11,950 | 7.15% | — | 61 | +221,010 | New | Q4 2025 | Jan 26, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 220,578 | 11,926 | 5.13% | 2.33% | 62 | +126,795 | 135.2% | Q4 2025 | Jan 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 210,525 | 11,383 | 0.37% | 0.52% | 63 | -1 | -0.0% | Q4 2025 | Jan 20, 2026 |
| Citizens Business Bank | History | Added to | 209,053 | 11,303 | 1.87% | 1.89% | 64 | +400 | 0.19% | Q4 2025 | Feb 02, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 206,732 | 11,178 | 4.4% | 4.66% | 65 | -23,345 | -10.15% | Q4 2025 | Feb 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 200,500 | 10,841 | 0.19% | 0.18% | 66 | +42,085 | 26.57% | Q4 2025 | Feb 19, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 195,217 | 10,555 | 1.18% | 1.14% | 67 | +16,584 | 9.28% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 191,450 | 10,351 | 0.06% | — | 68 | +191,450 | New | Q4 2025 | Jan 29, 2026 |
| Opes Wealth Management LLC | History | Added to | 184,125 | 9,955 | 1.62% | 1.72% | 69 | +945 | 0.52% | Q4 2025 | Feb 02, 2026 |
| WBH ADVISORY INC | History | Added to | 183,190 | 9,905 | 0.73% | 0.56% | 70 | +48,408 | 35.92% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 178,190 | 9,634 | 1.31% | 0.07% | 71 | +169,022 | 1843.61% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 176,231 | 9,528 | 0.17% | 0.18% | 72 | +31,806 | 22.02% | Q4 2025 | Feb 06, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 169,557 | 9,167 | 4.11% | 4.21% | 73 | -245 | -0.14% | Q4 2025 | Jan 15, 2026 |
| Sonoma Allocations LLC | History | Reduced | 169,762 | 9,156 | 3.04% | 5.3% | 74 | -97,270 | -36.43% | Q4 2025 | Feb 23, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 167,825 | 9,074 | 3.0% | 3.02% | 75 | +3,138 | 1.91% | Q4 2025 | Feb 19, 2026 |
| Echo Wealth Management, LLC | History | New | 164,419 | 8,890 | 5.19% | — | 76 | +164,419 | New | Q4 2025 | Jan 22, 2026 |
| Guided Capital Wealth Management, LLC | History | Added to | 162,936 | 8,809 | 6.17% | 6.2% | 77 | +29,391 | 22.01% | Q4 2025 | Jan 15, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 162,789 | 8,801 | 1.93% | 2.22% | 78 | -17,267 | -9.59% | Q4 2025 | Jan 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 158,290 | 8,558 | 0.49% | 0.46% | 79 | +16,183 | 11.39% | Q4 2025 | Feb 10, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 157,540 | 8,518 | 1.97% | 1.7% | 80 | +19,715 | 14.3% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 155,928 | 8,431 | 0.07% | — | 81 | +155,928 | New | Q4 2025 | Jan 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 155,096 | 8,386 | 0.17% | 0.15% | 82 | +32,593 | 26.61% | Q4 2025 | Feb 09, 2026 |
| Financial Planning Navigators CORP | History | New | 152,184 | 8,228 | 3.78% | — | 83 | +152,184 | New | Q4 2025 | Jan 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 136,373 | 7,374 | 0.14% | 0.14% | 84 | +5,277 | 4.03% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 136,158 | 7,362 | 0.15% | 0.01% | 85 | +130,591 | 2345.81% | Q4 2025 | Feb 03, 2026 |
| Cooper Financial Group | History | Added to | 129,912 | 7,024 | 0.75% | 0.72% | 86 | +10,410 | 8.71% | Q4 2025 | Jan 08, 2026 |
| WESPAC Advisors, LLC | History | Added to | 129,477 | 7,000 | 3.8% | 2.92% | 87 | +37,081 | 40.13% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 128,967 | 6,973 | 0.03% | 0.0% | 88 | +119,899 | 1322.22% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 127,260 | 6,880 | 0.29% | 0.43% | 89 | -111,298 | -46.65% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 126,288 | 6,828 | 0.01% | 0.01% | 90 | +9,501 | 8.14% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 123,846 | 6,696 | 0.05% | 0.05% | 91 | +5,804 | 4.92% | Q4 2025 | Feb 12, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 122,056 | 6,599 | 0.9% | 1.9% | 92 | +7,095 | 6.17% | Q4 2025 | Feb 17, 2026 |
| Gallacher Capital Management LLC | History | Added to | 121,330 | 6,560 | 2.54% | 2.34% | 93 | +11,940 | 10.92% | Q4 2025 | Feb 03, 2026 |
| AGH Wealth Advisors, LLC | History | Added to | 117,937 | 6,377 | 4.79% | 4.63% | 94 | +1,298 | 1.11% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 111,886 | 6,049 | 0.07% | 0.09% | 95 | -70,217 | -38.56% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 110,374 | 5,967 | 0.1% | 0.03% | 96 | +73,450 | 198.92% | Q4 2025 | Feb 09, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 107,823 | 5,829 | 0.69% | 0.67% | 97 | +2,472 | 2.35% | Q4 2025 | Jan 29, 2026 |
| OPTIMA CAPITAL LLC | History | New | 98,815 | 5,356 | 2.32% | — | 98 | +98,815 | New | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 98,482 | 5,324 | 0.04% | 0.03% | 99 | +24,288 | 32.74% | Q4 2025 | Feb 17, 2026 |
| New Capital Management LP | History | New | 95,816 | 5,180 | 1.3% | — | 100 | +95,816 | New | Q4 2025 | Jan 20, 2026 |
| Sovran Advisors, LLC | History | Added to | 95,228 | 5,161 | 0.44% | 0.45% | 101 | +1,985 | 2.13% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Added to | 86,587 | 5,063 | 0.03% | 0.0% | 102 | +73,296 | 551.47% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | New | 91,184 | 4,930 | 0.12% | — | 103 | +91,184 | New | Q4 2025 | Feb 13, 2026 |
| ERn Financial, LLC | History | Added to | 90,866 | 4,913 | 0.92% | 0.86% | 104 | +10,141 | 12.56% | Q4 2025 | Jan 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 86,723 | 4,689 | 0.01% | 0.0% | 105 | +42,780 | 97.35% | Q4 2025 | Feb 10, 2026 |
| TBH Global Asset Management, LLC | History | New | 84,329 | 4,559 | 0.76% | — | 106 | +84,329 | New | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 83,791 | 4,530 | 0.03% | 0.02% | 107 | +31,742 | 60.98% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 82,573 | 4,464 | 0.08% | 0.08% | 108 | +2,724 | 3.41% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 81,061 | 4,382 | 0.12% | 0.12% | 109 | +4,746 | 6.22% | Q4 2025 | Jan 30, 2026 |
| IFG Advisory, LLC | History | Added to | 79,881 | 4,319 | 0.19% | 0.19% | 110 | +3,709 | 4.87% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Added to | 75,883 | 4,103 | 0.08% | 0.07% | 111 | +10,888 | 16.75% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 74,695 | 4,038 | 0.09% | 0.08% | 112 | +15,796 | 26.82% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 74,360 | 4,020 | 0.0% | 0.0% | 113 | +57,114 | 331.17% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 74,053 | 4,017 | 0.14% | 0.07% | 114 | +35,934 | 94.27% | Q4 2025 | Jan 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 71,830 | 3,883 | 0.02% | 0.03% | 115 | -28,468 | -28.38% | Q4 2025 | Feb 03, 2026 |
| Boyer Financial Services, Inc. | History | New | 70,569 | 3,810 | 4.04% | — | 116 | +70,569 | New | Q4 2025 | Jan 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 69,522 | 3,771 | 0.09% | 0.08% | 117 | +15,801 | 29.41% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 66,972 | 3,621 | 0.04% | 0.05% | 118 | -7,521 | -10.1% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 66,436 | 3,592 | 0.09% | 0.01% | 119 | +58,313 | 717.88% | Q4 2025 | Feb 17, 2026 |
| Sherman Wealth Management LLC | History | New | 60,611 | 3,277 | 2.85% | — | 120 | +60,611 | New | Q4 2025 | Jan 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 60,307 | 3,260 | 0.63% | 0.63% | 121 | +972 | 1.64% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | Added to | 59,643 | 3,224 | 0.11% | 0.1% | 122 | +8,509 | 16.64% | Q4 2025 | Jan 20, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 59,355 | 3,209 | 1.42% | 1.45% | 123 | -185 | -0.31% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 56,897 | 3,076 | 0.04% | 0.01% | 124 | +42,706 | 300.94% | Q4 2025 | Feb 09, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 56,667 | 3,069 | 0.64% | 0.7% | 125 | +10,207 | 21.97% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 56,674 | 3,064 | 0.05% | 0.07% | 126 | +868 | 1.56% | Q4 2025 | Feb 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 55,674 | 3,020 | 0.08% | 0.03% | 127 | +36,359 | 188.24% | Q4 2025 | Feb 02, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 55,537 | 3,002 | 1.76% | 1.75% | 128 | +2,031 | 3.8% | Q4 2025 | Feb 17, 2026 |
| GGM Financials LLC | History | Added to | 51,141 | 2,765 | 1.34% | 0.54% | 129 | +31,219 | 156.71% | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | New | 49,564 | 2,679 | 0.0% | — | 130 | +49,564 | New | Q4 2025 | Jan 29, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 49,151 | 2,657 | 0.15% | 0.17% | 131 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Western Wealth Management, LLC | History | Added to | 47,878 | 2,588 | 0.12% | 0.12% | 132 | +7,538 | 18.69% | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 47,529 | 2,569 | 0.07% | — | 133 | +47,529 | New | Q4 2025 | Jan 07, 2026 |
| Regal Investment Advisors LLC | History | Added to | 41,946 | 2,268 | 0.14% | 0.05% | 134 | +26,824 | 177.38% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 41,465 | 2,241 | 0.5% | 0.48% | 135 | +4,584 | 12.43% | Q4 2025 | Jan 09, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 41,293 | 2,232 | 0.74% | 0.69% | 136 | +4,588 | 12.5% | Q4 2025 | Feb 05, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 40,663 | 2,198 | 1.19% | 1.2% | 137 | -3,715 | -8.37% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | Added to | 39,964 | 2,160 | 0.0% | 0.0% | 138 | +38,414 | 2478.32% | Q4 2025 | Jan 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 35,195 | 1,902 | 0.91% | 0.9% | 139 | -1,752 | -4.74% | Q4 2025 | Feb 03, 2026 |
| GWN SECURITIES INC. | History | Added to | 33,131 | 1,791 | 0.36% | 0.35% | 140 | +5,507 | 19.94% | Q4 2025 | Feb 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 32,209 | 1,741 | 0.21% | 0.07% | 141 | +21,989 | 215.16% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 30,982 | 1,675 | 0.0% | — | 142 | +30,982 | New | Q4 2025 | Feb 05, 2026 |
| Archer Investment Corp | History | Reduced | 29,630 | 1,602 | 0.36% | 0.37% | 143 | -981 | -3.2% | Q4 2025 | Jan 30, 2026 |
| Wayfinding Financial, LLC | History | New | 28,010 | 1,519 | 0.64% | — | 144 | +28,010 | New | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,039 | 1,516 | 0.0% | 0.0% | 145 | +3,526 | 14.38% | Q4 2025 | Feb 02, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 28,035 | 1,515 | 0.02% | 0.02% | 146 | -27 | -0.1% | Q4 2025 | Jan 21, 2026 |
| Asset One Wealth Management LLC | History | New | 28,012 | 1,510 | 0.21% | — | 147 | +28,012 | New | Q4 2025 | Feb 17, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 26,881 | 1,453 | 0.53% | 0.57% | 148 | -762 | -2.76% | Q4 2025 | Jan 13, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 26,573 | 1,436 | 0.44% | 0.44% | 149 | +951 | 3.71% | Q4 2025 | Jan 12, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | New | 25,102 | 1,357 | 2.6% | — | 150 | +25,102 | New | Q4 2025 | Jan 21, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 24,410 | 1,319 | 0.24% | 0.24% | 151 | +1,800 | 7.96% | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | Added to | 23,865 | 1,290 | 0.23% | 0.21% | 152 | +2,451 | 11.45% | Q4 2025 | Jan 14, 2026 |
| Golden State Equity Partners | History | New | 21,866 | 1,182 | 0.19% | — | 153 | +21,866 | New | Q4 2025 | Jan 29, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 21,717 | 1,180 | 0.12% | 0.09% | 154 | +5,272 | 32.06% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 21,679 | 1,172 | 0.0% | 0.0% | 155 | +7,643 | 54.45% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | New | 21,300 | 1,151 | 0.01% | — | 156 | +21,300 | New | Q4 2025 | Jan 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 20,074 | 1,085 | 0.03% | 0.05% | 157 | +4,485 | 28.77% | Q4 2025 | Feb 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 19,906 | 1,076 | 0.13% | 0.03% | 158 | +15,781 | 382.57% | Q4 2025 | Jan 07, 2026 |
| Blue Trust, Inc. | History | Added to | 19,313 | 1,044 | 0.01% | 0.01% | 159 | +223 | 1.17% | Q4 2025 | Jan 16, 2026 |
| Elevation Wealth Management LLC | History | New | 18,965 | 1,028 | 0.99% | — | 160 | +18,965 | New | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 18,830 | 1,018 | 0.0% | — | 161 | +18,830 | New | Q4 2025 | Feb 17, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 18,169 | 984 | 0.85% | 0.93% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 17,993 | 972 | 0.08% | — | 163 | +17,993 | New | Q4 2025 | Mar 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 17,314 | 937 | 0.27% | 0.2% | 164 | +6,305 | 57.27% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | New | 17,057 | 922 | 0.0% | — | 165 | +17,057 | New | Q4 2025 | Feb 11, 2026 |
| Inspire Advisors, LLC | History | Reduced | 16,029 | 866 | 0.08% | 0.09% | 166 | -1,300 | -7.5% | Q4 2025 | Feb 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 15,946 | 862 | 0.21% | 0.17% | 167 | +4,082 | 34.41% | Q4 2025 | Feb 02, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 15,754 | 851 | 0.22% | 0.19% | 168 | +3,098 | 24.48% | Q4 2025 | Jan 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 15,558 | 841 | 0.23% | 0.07% | 169 | +12,358 | 386.19% | Q4 2025 | Feb 09, 2026 |
| Ignite Planners, LLC | History | Added to | 15,385 | 832 | 0.13% | 0.04% | 170 | +10,731 | 230.58% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,839 | 802 | 0.01% | 0.0% | 171 | +14,339 | 2867.8% | Q4 2025 | Jan 23, 2026 |
| Gateway Wealth Partners, LLC | History | New | 14,784 | 799 | 0.09% | — | 172 | +14,784 | New | Q4 2025 | Feb 11, 2026 |
| Heritage Wealth Management, Inc. | History | New | 14,763 | 798 | 0.22% | — | 173 | +14,763 | New | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,545 | 786 | 0.07% | 0.06% | 174 | +2,773 | 23.56% | Q4 2025 | Jan 26, 2026 |
| Vienna Asset Management LLC | History | Added to | 13,861 | 749 | 0.42% | 0.16% | 175 | +8,883 | 178.45% | Q4 2025 | Feb 13, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 13,691 | 740 | 0.16% | 0.16% | 176 | -75 | -0.54% | Q4 2025 | Jan 12, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 13,637 | 737 | 0.37% | 0.41% | 177 | -397 | -2.83% | Q4 2025 | Feb 02, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 13,575 | 734 | 0.01% | 0.0% | 178 | +8,230 | 153.98% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,012 | 703 | 0.01% | 0.0% | 179 | +9,157 | 237.54% | Q4 2025 | Jan 20, 2026 |
| Focus Partners Wealth | History | Added to | 12,873 | 696 | 0.0% | 0.0% | 180 | +6,264 | 94.78% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 12,592 | 680 | 0.02% | — | 181 | +12,592 | New | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | New | 12,376 | 669 | 0.02% | — | 182 | +12,376 | New | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,305 | 665 | 0.03% | 0.02% | 183 | +2,902 | 30.86% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,251 | 662 | 0.0% | 0.0% | 185 | +8,271 | 207.81% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 12,245 | 662 | 0.0% | 0.0% | 184 | +3,188 | 35.2% | Q4 2025 | Feb 18, 2026 |
| MCDONALD PARTNERS LLC | History | New | 12,011 | 649 | 0.2% | — | 186 | +12,011 | New | Q4 2025 | Feb 02, 2026 |
| 5T Wealth, LLC | History | Added to | 11,946 | 645 | 0.26% | 0.17% | 187 | +4,846 | 68.25% | Q4 2025 | Jan 27, 2026 |
| Ancora Advisors LLC | History | New | 11,864 | 641 | 0.01% | — | 188 | +11,864 | New | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 11,724 | 633 | 0.04% | 0.04% | 189 | +481 | 4.28% | Q4 2025 | Jan 16, 2026 |
| Investors Portfolio Services LLC | History | New | 11,683 | 631 | 0.57% | — | 190 | +11,683 | New | Q4 2025 | Feb 09, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 11,415 | 617 | 0.14% | 0.15% | 191 | +100 | 0.88% | Q4 2025 | Jan 30, 2026 |
| Balentine LLC | History | Reduced | 11,371 | 614 | 0.02% | 0.03% | 192 | -2,141 | -15.85% | Q4 2025 | Feb 02, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 11,265 | 609 | 0.49% | 0.41% | 193 | +1,963 | 21.1% | Q4 2025 | Jan 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 11,261 | 608 | 0.06% | 0.06% | 194 | +3,178 | 39.32% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 11,160 | 603 | 0.04% | 0.02% | 195 | +5,815 | 108.79% | Q4 2025 | Feb 02, 2026 |
| Herold Advisors, Inc. | History | New | 11,093 | 599 | 0.13% | — | 196 | +11,093 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 10,796 | 583 | 0.0% | 0.0% | 197 | +9,435 | 693.24% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Concepts, LLC | History | New | 10,201 | 551 | 0.5% | — | 198 | +10,201 | New | Q4 2025 | Feb 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,103 | 546 | 0.02% | 0.01% | 199 | +4,491 | 80.02% | Q4 2025 | Jan 09, 2026 |
| Summit Wealth Partners, LLC | History | No change | 9,596 | 518 | 0.1% | 0.09% | 200 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 9,516 | 514 | 0.0% | 0.0% | 201 | -138,302 | -93.56% | Q4 2025 | Mar 25, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 9,328 | 504 | 0.06% | — | 202 | +9,328 | New | Q4 2025 | Jan 20, 2026 |
| Beckerman Institutional, LLC | History | Added to | 9,308 | 503 | 0.28% | 0.13% | 203 | +5,071 | 119.68% | Q4 2025 | Feb 10, 2026 |
| Kestra Investment Management, LLC | History | New | 8,971 | 485 | 0.01% | — | 204 | +8,971 | New | Q4 2025 | Feb 09, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | New | 8,908 | 481 | 0.08% | — | 205 | +8,908 | New | Q4 2025 | Jan 27, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 7,860 | 424 | 0.23% | 0.24% | 206 | +3 | 0.04% | Q4 2025 | Jan 21, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 7,723 | 417 | 0.18% | 0.19% | 207 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 7,635 | 414 | 0.0% | — | 208 | +7,635 | New | Q4 2025 | Feb 12, 2026 |
| Fortitude Financial, LLC | History | Added to | 7,322 | 395 | 0.34% | 0.26% | 209 | +1,544 | 26.72% | Q4 2025 | Jan 27, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 7,279 | 393 | 0.23% | 0.25% | 210 | +100 | 1.39% | Q4 2025 | Feb 09, 2026 |
| UPTICK PARTNERS, LLC | History | New | 7,181 | 388 | 0.08% | — | 211 | +7,181 | New | Q4 2025 | Feb 02, 2026 |
| Taylor Securities Services, Inc. | History | New | 7,078 | 382 | 0.17% | — | 212 | +7,078 | New | Q4 2025 | Mar 05, 2026 |
| Betterment LLC | History | Added to | 7,039 | 381 | 0.0% | 0.0% | 213 | +700 | 11.04% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,936 | 375 | 0.01% | 0.01% | 214 | -124 | -1.76% | Q4 2025 | Feb 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 6,594 | 356 | 0.14% | 0.15% | 215 | +5 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Weaver Consulting Group | History | New | 6,574 | 355 | 0.09% | — | 216 | +6,574 | New | Q4 2025 | Feb 10, 2026 |
| Plan Group Financial, LLC | History | Added to | 6,238 | 337 | 0.09% | 0.06% | 217 | +2,106 | 50.97% | Q4 2025 | Feb 03, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 6,208 | 335 | 0.06% | 0.07% | 218 | -845 | -11.98% | Q4 2025 | Feb 06, 2026 |
| Simplicity Wealth,LLC | History | New | 6,094 | 329 | 0.02% | — | 219 | +6,094 | New | Q4 2025 | Jan 30, 2026 |
| Aegis Wealth Management, Inc. | History | New | 6,088 | 329 | 0.26% | — | 220 | +6,088 | New | Q4 2025 | Feb 05, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 5,925 | 320 | 0.07% | 0.07% | 221 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Purus Wealth Management, LLC | History | New | 5,779 | 312 | 0.1% | — | 222 | +5,779 | New | Q4 2025 | Jan 27, 2026 |
| Petros Family Wealth, LLC | History | New | 5,654 | 305 | 0.2% | — | 223 | +5,654 | New | Q4 2025 | Jan 14, 2026 |
| BAM Wealth Management, LLC | History | New | 5,546 | 299 | 0.22% | — | 224 | +5,546 | New | Q4 2025 | Jan 20, 2026 |
| Farrell Financial LLC | History | New | 5,463 | 295 | 0.17% | — | 225 | +5,463 | New | Q4 2025 | Jan 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 5,314 | 287 | 0.02% | 0.01% | 226 | +1,261 | 31.11% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,236 | 283 | 0.01% | 0.0% | 227 | +2,519 | 92.71% | Q4 2025 | Jan 28, 2026 |
| Auxano Advisors, LLC | History | New | 5,187 | 280 | 0.06% | — | 228 | +5,187 | New | Q4 2025 | Feb 06, 2026 |
| Cambridge Advisors Inc. | History | New | 4,928 | 266 | 0.05% | — | 229 | +4,928 | New | Q4 2025 | Jan 21, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 4,900 | 265 | 0.04% | 0.05% | 230 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | New | 4,604 | 248 | 0.0% | — | 231 | +4,604 | New | Q4 2025 | Mar 12, 2026 |
| Latitude Advisors, LLC | History | Added to | 4,595 | 248 | 0.11% | 0.11% | 232 | +42 | 0.92% | Q4 2025 | Jan 27, 2026 |
| High Falls Advisors, Inc | History | Added to | 4,541 | 245 | 0.05% | 0.05% | 233 | +218 | 5.04% | Q4 2025 | Feb 18, 2026 |
| Prospect Financial Services LLC | History | Added to | 4,475 | 241 | 0.14% | 0.13% | 234 | +340 | 8.22% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,288 | 231 | 0.01% | 0.01% | 235 | +1,921 | 81.16% | Q4 2025 | Jan 20, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 4,084 | 220 | 0.06% | 0.07% | 236 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Semus Wealth Partners LLC | History | New | 3,989 | 215 | 0.12% | — | 237 | +3,989 | New | Q4 2025 | Jan 27, 2026 |
| Kure Advisory, LLC | History | New | 3,986 | 215 | 0.12% | — | 238 | +3,986 | New | Q4 2025 | Jan 08, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 3,940 | 213 | 0.29% | 0.16% | 239 | +1,824 | 86.2% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 3,062 | 165 | 0.0% | 0.0% | 240 | +941 | 44.37% | Q4 2025 | Feb 09, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 2,910 | 157 | 0.1% | — | 241 | +2,910 | New | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 2,663 | 143 | 0.0% | 0.0% | 242 | -1,681 | -38.7% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 2,617 | 141 | 0.01% | — | 243 | +2,617 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 2,172 | 117 | 0.0% | — | 244 | +2,172 | New | Q4 2025 | Mar 16, 2026 |
| Root Financial Partners, LLC | History | New | 1,762 | 95 | 0.0% | — | 245 | +1,762 | New | Q4 2025 | Feb 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,395 | 75 | 0.07% | — | 247 | +1,395 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,390 | 75 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,373 | 74 | 0.0% | 0.01% | 248 | -316 | -18.71% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,209 | 65 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | New | 1,073 | 58 | 0.0% | — | 250 | +1,073 | New | Q4 2025 | Feb 09, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 935 | 50 | 0.02% | 0.03% | 251 | -95 | -9.22% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 802 | 43 | 0.0% | 0.0% | 252 | +327 | 68.84% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 750 | 40 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Planning Group LLC | History | No change | 695 | 37 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fairway Wealth LLC | History | New | 643 | 34 | 0.01% | — | 255 | +643 | New | Q4 2025 | Jan 28, 2026 |
| LGT Financial Advisors LLC | History | Added to | 538 | 29 | 0.18% | 0.04% | 256 | +157 | 41.21% | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 498 | 26 | 0.01% | — | 257 | +498 | New | Q4 2025 | Jan 22, 2026 |
| MCF Advisors LLC | History | New | 325 | 17 | 0.0% | — | 258 | +325 | New | Q4 2025 | Feb 11, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 269 | 14 | 0.0% | — | 259 | +269 | New | Q4 2025 | Feb 02, 2026 |
| Bernard Wealth Management Corp. | History | No change | 225 | 12 | 0.0% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| William B. Walkup & Associates, Inc. | History | New | 201 | 10 | 0.01% | — | 262 | +201 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | New | 187 | 10 | 0.0% | — | 261 | +187 | New | Q4 2025 | Jan 29, 2026 |
| Clark Wealth Partners | History | No change | 146 | 7 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Triumph Capital Management | History | New | 117 | 6 | 0.0% | — | 265 | +117 | New | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | New | 106 | 6 | 0.0% | — | 264 | +106 | New | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 95 | 5 | 0.0% | — | 266 | +95 | New | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Co / SC | History | No change | 79 | 4 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 35 | 1 | 0.0% | — | 268 | +35 | New | Q4 2025 | Feb 11, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 24 | 1 | 0.0% | — | 269 | +24 | New | Q4 2025 | Feb 06, 2026 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 2.11% | — | -104,880 | -100.0% | Q3 2025 | Oct 31, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,598 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Northwest Financial Advisors | History | Closed out | 0 | 0 | — | 2.95% | — | -42,390 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -35,953 | -100.0% | Q3 2025 | Nov 14, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -16,925 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,088 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,664 | -100.0% | Q3 2025 | Feb 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,390 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Taylor & Morgan Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,911 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Fermata Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,319 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,213 | -100.0% | Q3 2025 | Nov 18, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -658 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -300 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Nov 10, 2025 |