John Hancock Exchange-Traded Fund Trust - JHMM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,732,924 | 309,901 | 0.07% | 0.07% | 1 | -75,673 | -1.57% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 4,281,549 | 280,355 | 0.08% | 0.08% | 2 | +89,575 | 2.14% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,625,434 | 237,393 | 0.04% | 0.04% | 3 | +106,364 | 3.02% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 214,185 | 214,185 | 0.12% | — | 4 | +214,185 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 2,921,594 | 191,305 | 0.16% | — | 5 | +2,921,594 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,914,232 | 190,824 | 0.01% | 0.01% | 6 | +140,174 | 5.05% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,853,524 | 186,848 | 0.06% | 0.06% | 7 | +60,174 | 2.15% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 2,021,666 | 132,378 | 0.02% | 0.02% | 8 | +52,969 | 2.69% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,754,077 | 114,856 | 0.15% | 0.15% | 9 | -29,901 | -1.68% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,700,817 | 111,369 | 0.07% | 0.06% | 10 | +313,491 | 22.6% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,654,981 | 108,368 | 0.07% | 0.07% | 11 | -13,494 | -0.81% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,410,295 | 92,347 | 0.02% | — | 12 | +1,410,295 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,190,310 | 77,941 | 0.01% | 0.0% | 13 | +88,314 | 8.01% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,090,004 | 71,373 | 0.08% | 0.08% | 14 | -20,199 | -1.82% | Q4 2025 | Feb 17, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 972,582 | 63,684 | 8.0% | 7.93% | 15 | +19,005 | 1.99% | Q4 2025 | Jan 07, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 885,460 | 57,979 | 5.98% | 6.0% | 16 | -6,003 | -0.67% | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 805,228 | 52,726 | 0.25% | 0.25% | 17 | +12,510 | 1.58% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 679,135 | 44,469 | 0.05% | 0.1% | 18 | -291,470 | -30.03% | Q4 2025 | Feb 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 672,760 | 44,052 | 3.7% | 3.68% | 19 | +14,113 | 2.14% | Q4 2025 | Jan 12, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 653,786 | 42,809 | 10.3% | 10.5% | 20 | +30,577 | 4.91% | Q4 2025 | Feb 05, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 559,358 | 36,626 | 6.92% | 6.74% | 21 | +24,681 | 4.62% | Q4 2025 | Feb 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 487,105 | 32,232 | 0.06% | 0.06% | 22 | -182 | -0.04% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 488,420 | 31,981 | 0.01% | 0.01% | 23 | -7,025 | -1.42% | Q4 2025 | Feb 10, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 431,594 | 28,260 | 20.74% | — | 24 | +431,594 | New | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 375,081 | 24,560 | 0.04% | 0.01% | 25 | +267,590 | 248.94% | Q4 2025 | Mar 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 319,390 | 20,913 | 0.67% | 0.8% | 26 | -108,149 | -25.3% | Q4 2025 | Jan 09, 2026 |
| KPP Advisory Services LLC | History | Added to | 278,878 | 18,260 | 2.65% | 2.57% | 27 | +10,821 | 4.04% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 260,296 | 17,044 | 0.05% | 0.05% | 28 | -39,478 | -13.17% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 240,365 | 15,745 | 0.12% | — | 29 | +240,365 | New | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 210,464 | 13,781 | 0.16% | 0.15% | 30 | +17,846 | 9.26% | Q4 2025 | Jan 20, 2026 |
| ENZI WEALTH | History | Reduced | 200,483 | 13,745 | 4.85% | 13.53% | 31 | -402,612 | -66.76% | Q4 2025 | Jan 15, 2026 |
| Choice Wealth Advisors, LLC | History | Added to | 199,595 | 13,069 | 5.17% | 5.52% | 32 | +503 | 0.25% | Q4 2025 | Jan 08, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 196,544 | 12,869 | 2.83% | 2.71% | 33 | +12,401 | 6.73% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 194,920 | 12,769 | 0.02% | 0.02% | 34 | -60,344 | -23.64% | Q4 2025 | Feb 17, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 189,734 | 12,423 | 1.5% | 1.57% | 35 | -7,796 | -3.95% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 186,305 | 12,199 | 0.14% | 0.11% | 36 | -578 | -0.31% | Q4 2025 | Feb 13, 2026 |
| Sanchez Wealth Management Group | History | Added to | 180,900 | 11,845 | 2.53% | 2.43% | 37 | +11,511 | 6.8% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Added to | 163,417 | 10,700 | 0.02% | 0.02% | 38 | +2,546 | 1.58% | Q4 2025 | Feb 11, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 157,014 | 10,281 | 0.48% | 0.48% | 39 | +4,304 | 2.82% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 156,305 | 10,234 | 0.05% | 0.06% | 40 | +22,877 | 17.15% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 145,659 | 9,537 | 0.05% | 0.02% | 41 | +74,983 | 106.09% | Q4 2025 | Jan 29, 2026 |
| Hixon Zuercher, LLC | History | Added to | 144,855 | 9,485 | 2.88% | 2.84% | 42 | +396 | 0.27% | Q4 2025 | Jan 26, 2026 |
| 46 Peaks LLC | History | New | 141,733 | 9,280 | 6.81% | — | 43 | +141,733 | New | Q4 2025 | Feb 26, 2026 |
| BankPlus Trust Department | History | Added to | 135,982 | 8,904 | 2.33% | 2.34% | 44 | +599 | 0.44% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 134,367 | 8,798 | 0.04% | 0.04% | 45 | -876 | -0.65% | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 121,834 | 7,977 | 0.27% | 0.26% | 46 | -16 | -0.01% | Q4 2025 | Feb 12, 2026 |
| Graney & King, LLC | History | Added to | 107,565 | 7,043 | 4.12% | 3.65% | 47 | +26,076 | 32.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 107,295 | 7,025 | 0.01% | 0.01% | 48 | +3,306 | 3.18% | Q4 2025 | Feb 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 106,210 | 6,954 | 1.45% | 1.43% | 49 | +3,738 | 3.65% | Q4 2025 | Jan 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 100,633 | 6,589 | 0.13% | 0.13% | 50 | -217 | -0.22% | Q4 2025 | Feb 12, 2026 |
| Forge Financial Services LLC | History | Reduced | 97,709 | 6,397 | 2.74% | 2.99% | 51 | -489 | -0.5% | Q4 2025 | Feb 12, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 96,528 | 6,320 | 0.38% | 0.4% | 52 | -1,091 | -1.12% | Q4 2025 | Jan 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 93,987 | 6,154 | 0.08% | 0.08% | 53 | -3,643 | -3.73% | Q4 2025 | Jan 29, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 90,285 | 5,911 | 0.25% | 0.23% | 54 | +6,222 | 7.4% | Q4 2025 | Feb 10, 2026 |
| FMA Wealth Management, LLC | History | Added to | 83,507 | 5,468 | 3.54% | 3.71% | 55 | +23 | 0.03% | Q4 2025 | Jan 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 83,180 | 5,446 | 0.12% | 0.18% | 56 | -100 | -0.12% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 81,511 | 5,337 | 0.01% | 0.01% | 57 | +3,946 | 5.09% | Q4 2025 | Feb 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 77,732 | 5,089 | 0.12% | 0.12% | 58 | +476 | 0.62% | Q4 2025 | Feb 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 77,648 | 5,084 | 0.6% | 0.7% | 59 | -7,015 | -8.29% | Q4 2025 | Jan 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 72,772 | 4,765 | 0.01% | 0.01% | 60 | -1,547 | -2.08% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 67,727 | 4,434 | 0.22% | 0.21% | 61 | -12,319 | -15.39% | Q4 2025 | Jan 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 63,832 | 4,391 | 0.11% | 0.11% | 62 | +1,662 | 2.67% | Q4 2025 | Jan 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 66,386 | 4,346 | 0.26% | 0.18% | 63 | +19,324 | 41.06% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 61,802 | 4,046 | 0.0% | 0.0% | 64 | +8,266 | 15.44% | Q4 2025 | Feb 11, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 60,551 | 3,964 | 2.17% | 2.12% | 65 | +2,204 | 3.78% | Q4 2025 | Feb 10, 2026 |
| Atlas Wealth LLC | History | Reduced | 59,462 | 3,893 | 1.18% | 1.25% | 66 | -180 | -0.3% | Q4 2025 | Feb 05, 2026 |
| ERn Financial, LLC | History | Added to | 58,329 | 3,819 | 0.72% | 0.7% | 67 | +3,862 | 7.09% | Q4 2025 | Jan 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 55,635 | 3,643 | 0.41% | 0.41% | 68 | -738 | -1.31% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 54,909 | 3,595 | 0.0% | 0.0% | 69 | +4,504 | 8.94% | Q4 2025 | Feb 02, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 54,225 | 3,550 | 1.27% | 1.3% | 70 | -315 | -0.58% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 51,511 | 3,372 | 0.07% | 0.08% | 71 | +1,862 | 3.75% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 48,331 | 3,164 | 0.02% | 0.02% | 72 | +766 | 1.61% | Q4 2025 | Feb 17, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 47,485 | 3,109 | 1.26% | 1.19% | 73 | +4,195 | 9.69% | Q4 2025 | Jan 22, 2026 |
| DAVENPORT & Co LLC | History | Added to | 47,276 | 3,095 | 0.02% | 0.02% | 74 | +2,352 | 5.24% | Q4 2025 | Jan 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 45,691 | 2,991 | 0.03% | 0.04% | 75 | +7,969 | 21.13% | Q4 2025 | Jan 29, 2026 |
| DORVAL Corp | History | Added to | 45,548 | 2,982 | 0.95% | 0.86% | 76 | +5,439 | 13.56% | Q4 2025 | Jan 26, 2026 |
| WPG Advisers, LLC | History | Reduced | 45,147 | 2,956 | 2.19% | 2.87% | 77 | -12,000 | -21.0% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 45,124 | 2,954 | 0.04% | 0.04% | 78 | +6,366 | 16.42% | Q4 2025 | Feb 09, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 44,789 | 2,932 | 0.31% | 0.32% | 79 | -171 | -0.38% | Q4 2025 | Feb 18, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 44,608 | 2,920 | 0.34% | 0.35% | 80 | -291 | -0.65% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 44,500 | 2,913 | 0.03% | 0.04% | 81 | +5,915 | 15.33% | Q4 2025 | Jan 23, 2026 |
| Keystone Financial Services, LLC | History | Added to | 42,123 | 2,758 | 1.88% | 1.91% | 82 | +4 | 0.01% | Q4 2025 | Jan 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 41,727 | 2,732 | 0.04% | 0.03% | 83 | +17,916 | 75.24% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 41,727 | 2,732 | 0.13% | 0.17% | 84 | +3,136 | 8.13% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 39,338 | 2,575 | 0.01% | 0.02% | 85 | -39,070 | -49.83% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 38,362 | 2,511 | 0.04% | 0.06% | 86 | -266 | -0.69% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 36,917 | 2,417 | 0.0% | 0.0% | 87 | +1,902 | 5.43% | Q4 2025 | Feb 06, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 36,754 | 2,406 | 0.81% | 0.73% | 88 | -6 | -0.02% | Q4 2025 | Jan 13, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 35,903 | 2,350 | 0.44% | 0.44% | 89 | +1,347 | 3.9% | Q4 2025 | Jan 30, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 34,766 | 2,276 | 0.38% | — | 90 | +34,766 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 32,908 | 2,154 | 0.07% | 0.12% | 91 | -18,732 | -36.27% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 32,178 | 2,106 | 0.13% | 0.14% | 92 | -130 | -0.4% | Q4 2025 | Feb 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 31,642 | 2,071 | 0.27% | — | 93 | +31,642 | New | Q4 2025 | Feb 04, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 31,507 | 2,063 | 0.6% | 0.54% | 94 | -86 | -0.27% | Q4 2025 | Feb 06, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 30,990 | 2,029 | 1.12% | 1.06% | 95 | +3,149 | 11.31% | Q4 2025 | Feb 04, 2026 |
| Atria Investments, Inc | History | New | 30,875 | 2,021 | 0.02% | — | 96 | +30,875 | New | Q4 2025 | Feb 05, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 30,474 | 1,995 | 0.02% | 0.03% | 97 | -7,153 | -19.01% | Q4 2025 | Jan 26, 2026 |
| JNBA Financial Advisors | History | Reduced | 29,128 | 1,907 | 0.17% | 0.17% | 98 | -109 | -0.37% | Q4 2025 | Jan 26, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 28,948 | 1,895 | 0.58% | 0.7% | 99 | -4,212 | -12.7% | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | Reduced | 28,885 | 1,891 | 0.03% | 0.02% | 100 | -3,052 | -9.56% | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 28,711 | 1,879 | 0.07% | 0.06% | 101 | +3,730 | 14.93% | Q4 2025 | Jan 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 28,513 | 1,867 | 0.01% | 0.01% | 102 | -2,512 | -8.1% | Q4 2025 | Jan 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 28,091 | 1,839 | 0.1% | 0.11% | 103 | -1,296 | -4.41% | Q4 2025 | Jan 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 27,484 | 1,799 | 0.12% | 0.17% | 104 | -6,439 | -18.98% | Q4 2025 | Feb 03, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 27,465 | 1,798 | 0.14% | 0.15% | 105 | -584 | -2.08% | Q4 2025 | Feb 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 27,312 | 1,788 | 0.63% | 0.71% | 106 | -3,284 | -10.73% | Q4 2025 | Jan 09, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 27,310 | 1,788 | 1.26% | 1.39% | 107 | -1,468 | -5.1% | Q4 2025 | Jan 27, 2026 |
| Signature Equity Partners, LLC | History | New | 26,198 | 1,715 | 0.95% | — | 108 | +26,198 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 26,129 | 1,711 | 0.0% | — | 109 | +26,129 | New | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Added to | 24,731 | 1,619 | 0.0% | 0.0% | 110 | +1,651 | 7.15% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 24,415 | 1,598 | 0.0% | 0.0% | 111 | +7,849 | 47.38% | Q4 2025 | Feb 18, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 23,991 | 1,570 | 1.19% | — | 112 | +23,991 | New | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Reduced | 23,918 | 1,566 | 0.02% | 0.02% | 113 | -45 | -0.19% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 23,735 | 1,554 | 0.01% | 0.01% | 114 | -343 | -1.42% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 23,653 | 1,548 | 0.03% | 0.03% | 115 | -220 | -0.92% | Q4 2025 | Jan 16, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 23,524 | 1,540 | 0.02% | 0.02% | 116 | +1,324 | 5.96% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Added to | 23,428 | 1,534 | 0.01% | 0.01% | 117 | +496 | 2.16% | Q4 2025 | Jan 29, 2026 |
| Magnus Financial Group LLC | History | Reduced | 22,822 | 1,494 | 0.11% | 0.13% | 118 | -2,663 | -10.45% | Q4 2025 | Jan 07, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 21,438 | 1,403 | 0.98% | 1.06% | 119 | -919 | -4.11% | Q4 2025 | Jan 23, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 21,337 | 1,397 | 0.5% | 0.19% | 120 | +13,978 | 189.94% | Q4 2025 | Jan 26, 2026 |
| Convergence Financial, LLC | History | Reduced | 20,792 | 1,361 | 0.2% | 0.2% | 121 | -221 | -1.05% | Q4 2025 | Feb 11, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 20,731 | 1,357 | 0.32% | 0.37% | 122 | -2,345 | -10.16% | Q4 2025 | Jan 22, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 20,355 | 1,332 | 0.48% | 0.51% | 123 | -424 | -2.04% | Q4 2025 | Jan 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 20,124 | 1,317 | 0.03% | 0.03% | 124 | -21 | -0.1% | Q4 2025 | Feb 03, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 18,394 | 1,204 | 0.14% | 0.14% | 125 | -460 | -2.44% | Q4 2025 | Feb 13, 2026 |
| FreeGulliver LLC | History | Reduced | 18,203 | 1,191 | 0.44% | 0.6% | 126 | -2,748 | -13.12% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 18,031 | 1,180 | 0.04% | — | 127 | +18,031 | New | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 18,012 | 1,179 | 0.08% | 0.09% | 128 | -11 | -0.06% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 17,430 | 1,141 | 0.01% | 0.01% | 129 | +305 | 1.78% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 17,376 | 1,137 | 0.06% | 0.05% | 130 | +2,019 | 13.15% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 17,325 | 1,134 | 0.01% | — | 131 | +17,325 | New | Q4 2025 | Feb 18, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,628 | 1,088 | 0.02% | 0.01% | 132 | +2,097 | 14.43% | Q4 2025 | Feb 17, 2026 |
| Sun Financial Inc | History | New | 16,346 | 1,070 | 0.6% | — | 133 | +16,346 | New | Q4 2025 | Feb 02, 2026 |
| Rossmore Private Capital | History | No change | 15,421 | 1,009 | 0.09% | 0.11% | 134 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 14,775 | 967 | 0.2% | 0.2% | 135 | +66 | 0.45% | Q4 2025 | Feb 03, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,823 | 905 | 0.45% | 0.47% | 136 | -9 | -0.07% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Added to | 13,606 | 890 | 0.0% | 0.0% | 137 | +9,469 | 228.89% | Q4 2025 | Feb 17, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 13,559 | 887 | 0.15% | 0.16% | 138 | +78 | 0.58% | Q4 2025 | Jan 07, 2026 |
| WCG Wealth Advisors LLC | History | New | 12,654 | 828 | 0.02% | — | 139 | +12,654 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 12,244 | 801 | 0.0% | 0.0% | 140 | +2,706 | 28.37% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | New | 11,065 | 763 | 0.02% | — | 141 | +11,065 | New | Q4 2025 | Jan 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 11,460 | 750 | 0.03% | 0.04% | 142 | -210 | -1.8% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 11,116 | 727 | 0.0% | 0.0% | 143 | +768 | 7.42% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,067 | 724 | 0.03% | 0.04% | 144 | +310 | 2.88% | Q4 2025 | Feb 05, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 10,951 | 717 | 0.02% | 0.02% | 145 | -696 | -5.98% | Q4 2025 | Jan 16, 2026 |
| HORAN Wealth, LLC | History | Added to | 10,949 | 716 | 0.11% | 0.1% | 146 | +643 | 6.24% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 10,418 | 682 | 0.0% | — | 147 | +10,418 | New | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | No change | 10,369 | 678 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 10,026 | 656 | 0.56% | 0.58% | 149 | -38 | -0.38% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 9,748 | 638 | 0.0% | — | 150 | +9,748 | New | Q4 2025 | Feb 12, 2026 |
| Coastline Trust Co | History | No change | 9,424 | 617 | 0.06% | 0.07% | 151 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| VICUS CAPITAL | History | Reduced | 9,286 | 608 | 0.05% | 0.05% | 152 | -126 | -1.34% | Q4 2025 | Jan 22, 2026 |
| World Investment Advisors | History | Added to | 9,286 | 608 | 0.01% | 0.01% | 153 | +46 | 0.5% | Q4 2025 | Mar 12, 2026 |
| EPG Wealth Management LLC | History | Added to | 8,679 | 568 | 0.15% | 0.15% | 154 | +3 | 0.03% | Q4 2025 | Jan 28, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 8,650 | 566 | 0.16% | 0.27% | 155 | -5,064 | -36.93% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 8,431 | 552 | 0.0% | — | 156 | +8,431 | New | Q4 2025 | Feb 05, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 8,005 | 524 | 0.14% | 0.16% | 157 | +45 | 0.57% | Q4 2025 | Jan 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 7,999 | 523 | 0.04% | 0.05% | 158 | -861 | -9.72% | Q4 2025 | Feb 13, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 7,889 | 516 | 0.13% | 0.3% | 159 | -10,291 | -56.61% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,847 | 514 | 0.0% | 0.0% | 160 | -133 | -1.67% | Q4 2025 | Feb 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 7,813 | 511 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,766 | 508 | 0.0% | 0.0% | 162 | -25 | -0.32% | Q4 2025 | Feb 11, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 7,720 | 505 | 0.21% | 0.21% | 163 | +219 | 2.92% | Q4 2025 | Jan 14, 2026 |
| Intelligence Driven Advisers, LLC | History | New | 7,425 | 486 | 0.07% | — | 164 | +7,425 | New | Q4 2025 | Jan 23, 2026 |
| Diversified Trust Co | History | No change | 7,350 | 481 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 7,199 | 471 | 0.06% | 0.06% | 166 | +744 | 11.53% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 7,192 | 471 | 0.0% | 0.0% | 167 | +21 | 0.29% | Q4 2025 | Jan 26, 2026 |
| Modern Wealth Management, LLC | History | New | 6,717 | 439 | 0.01% | — | 168 | +6,717 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | New | 6,580 | 430 | 0.0% | — | 169 | +6,580 | New | Q4 2025 | Mar 09, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 6,400 | 419 | 0.14% | 0.2% | 170 | -1,960 | -23.44% | Q4 2025 | Feb 10, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 6,389 | 418 | 0.14% | 0.18% | 171 | -1,995 | -23.8% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,371 | 417 | 0.0% | 0.0% | 172 | +1,110 | 21.1% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 6,289 | 411 | 0.01% | 0.01% | 173 | +1,666 | 36.04% | Q4 2025 | Jan 30, 2026 |
| Weaver Consulting Group | History | Added to | 6,291 | 411 | 0.1% | 0.1% | 174 | +407 | 6.92% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 6,271 | 410 | 0.03% | 0.09% | 175 | -11,613 | -64.94% | Q4 2025 | Jan 23, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 6,256 | 409 | 0.04% | 0.04% | 176 | -12,512 | -66.67% | Q4 2025 | Jan 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 6,211 | 406 | 0.03% | 0.03% | 177 | +800 | 14.78% | Q4 2025 | Feb 17, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 6,017 | 393 | 0.17% | — | 178 | +6,017 | New | Q4 2025 | Mar 10, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 5,891 | 385 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Goodwin Investment Advisory | History | Reduced | 5,866 | 384 | 0.42% | 0.5% | 180 | -1,288 | -18.0% | Q4 2025 | Feb 09, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 5,614 | 367 | 0.06% | 0.07% | 181 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Reduced | 5,521 | 361 | 0.0% | 0.0% | 182 | -2,381 | -30.13% | Q4 2025 | Jan 23, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 5,440 | 356 | 0.1% | 0.11% | 183 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 5,354 | 351 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cooper Financial Group | History | Reduced | 5,244 | 343 | 0.04% | 0.23% | 185 | -26,195 | -83.32% | Q4 2025 | Jan 08, 2026 |
| AE Wealth Management LLC | History | Added to | 5,238 | 342 | 0.0% | 0.0% | 186 | +101 | 1.97% | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,876 | 319 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 4,675 | 306 | 0.16% | 0.16% | 188 | +4 | 0.09% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,611 | 301 | 0.0% | 0.0% | 189 | -200 | -4.16% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 4,546 | 298 | 0.0% | 0.0% | 190 | +18 | 0.4% | Q4 2025 | Feb 09, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 4,244 | 277 | 0.06% | 0.06% | 191 | -46 | -1.07% | Q4 2025 | Jan 16, 2026 |
| Financially in Tune, LLC | History | New | 4,198 | 274 | 0.26% | — | 192 | +4,198 | New | Q4 2025 | Feb 27, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 4,001 | 261 | 0.04% | 0.05% | 193 | -198 | -4.72% | Q4 2025 | Feb 10, 2026 |
| Clarendon Private LLC | History | New | 3,954 | 258 | 0.22% | — | 194 | +3,954 | New | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 3,863 | 253 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 3,829 | 250 | 0.0% | — | 196 | +3,829 | New | Q4 2025 | Feb 06, 2026 |
| Balefire, LLC | History | No change | 3,722 | 243 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 3,577 | 234 | 0.01% | 0.01% | 198 | -478 | -11.79% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | New | 3,479 | 227 | 0.0% | — | 199 | +3,479 | New | Q4 2025 | Feb 13, 2026 |
| TFC Financial Management, Inc. | History | New | 3,477 | 227 | 0.03% | — | 200 | +3,477 | New | Q4 2025 | Jan 23, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 3,433 | 224 | 0.07% | 0.07% | 201 | -138 | -3.86% | Q4 2025 | Feb 11, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 3,404 | 222 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | New | 3,338 | 218 | 0.01% | — | 203 | +3,338 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 3,196 | 217 | 0.0% | — | 204 | +3,196 | New | Q4 2025 | Jan 08, 2026 |
| URS Advisory LLC | History | New | 3,252 | 212 | 0.18% | — | 205 | +3,252 | New | Q4 2025 | Feb 17, 2026 |
| 360 Financial, Inc. | History | Reduced | 3,224 | 211 | 0.06% | 0.11% | 206 | -1,982 | -38.07% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 3,072 | 201 | 0.01% | 0.01% | 207 | -56 | -1.79% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Reduced | 3,047 | 199 | 0.04% | 0.04% | 208 | -401 | -11.63% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,930 | 191 | 0.02% | 0.02% | 209 | -517 | -15.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 2,799 | 183 | 0.0% | 0.0% | 210 | +227 | 8.83% | Q4 2025 | Feb 06, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 2,374 | 155 | 0.15% | — | 211 | +2,374 | New | Q4 2025 | Feb 19, 2026 |
| Spire Wealth Management | History | Reduced | 2,113 | 138 | 0.0% | 0.01% | 212 | -235 | -10.01% | Q4 2025 | Jan 14, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 2,034 | 133 | 0.11% | 0.16% | 213 | -945 | -31.72% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,933 | 126 | 0.01% | 0.01% | 214 | +655 | 51.25% | Q4 2025 | Feb 10, 2026 |
| Timmons Wealth Management, LLC | History | New | 1,755 | 114 | 0.11% | — | 215 | +1,755 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,693 | 110 | 0.0% | 0.0% | 216 | -638 | -27.37% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,525 | 99 | 0.0% | 0.0% | 217 | -389 | -20.32% | Q4 2025 | Feb 02, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,478 | 96 | 0.06% | 0.07% | 218 | +8 | 0.54% | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,402 | 91 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CITY HOLDING CO | History | No change | 1,320 | 86 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,271 | 83 | 0.0% | — | 221 | +1,271 | New | Q4 2025 | Jan 21, 2026 |
| Bank & Trust Co | History | No change | 1,188 | 77 | 0.05% | 0.06% | 222 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,175 | 76 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 1,100 | 72 | 0.02% | 0.05% | 224 | -1,356 | -55.21% | Q4 2025 | Jan 22, 2026 |
| MidFirst Bank | History | New | 1,111 | 72 | 0.01% | — | 225 | +1,111 | New | Q4 2025 | Feb 25, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 1,078 | 70 | 0.05% | 0.04% | 226 | +1 | 0.09% | Q4 2025 | Feb 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,000 | 65 | 0.05% | 0.07% | 227 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 882 | 57 | 0.0% | — | 228 | +882 | New | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | No change | 871 | 57 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 867 | 56 | 0.01% | 0.01% | 230 | -75 | -7.96% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 822 | 53 | 0.0% | 0.0% | 231 | +4 | 0.49% | Q4 2025 | Jan 14, 2026 |
| Caldwell Trust Co | History | No change | 780 | 51 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Monetary Solutions, Ltd | History | New | 630 | 41 | 0.04% | — | 233 | +630 | New | Q4 2025 | Feb 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 593 | 38 | 0.02% | 0.03% | 234 | -593 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Strive Financial Group ,LLC | History | New | 550 | 36 | 0.02% | — | 236 | +550 | New | Q4 2025 | Feb 18, 2026 |
| Millstone Evans Group, LLC | History | No change | 562 | 36 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 540 | 35 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 526 | 34 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Elyxium Wealth, LLC | History | New | 513 | 33 | 0.01% | — | 240 | +513 | New | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 492 | 33 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 488 | 32 | 0.0% | — | 241 | +488 | New | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | New | 461 | 30 | 0.0% | — | 242 | +461 | New | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Added to | 462 | 30 | 0.0% | 0.0% | 243 | +3 | 0.65% | Q4 2025 | Jan 16, 2026 |
| BlackRock, Inc. | History | No change | 420 | 27 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 400 | 26 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 385 | 25 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Bank of New Hampshire | History | New | 368 | 24 | 0.01% | — | 247 | +368 | New | Q4 2025 | Mar 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 368 | 24 | 0.0% | — | 248 | +368 | New | Q4 2025 | Feb 09, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 366 | 23 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 310 | 20 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STEPH & CO | History | Reduced | 305 | 19 | 0.01% | 0.01% | 251 | -161 | -34.55% | Q4 2025 | Jan 23, 2026 |
| Investors Research Corp | History | Reduced | 245 | 16 | 0.0% | 0.0% | 252 | -125 | -33.78% | Q4 2025 | Jan 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 215 | 14 | 0.0% | 0.01% | 253 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 200 | 13 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JDM Financial Group LLC | History | No change | 213 | 13 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 172 | 11 | 0.0% | 0.0% | 257 | -5 | -2.82% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 182 | 11 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 155 | 10 | 0.0% | — | 258 | +155 | New | Q4 2025 | Feb 05, 2026 |
| Independence Bank of Kentucky | History | New | 132 | 8 | 0.0% | — | 259 | +132 | New | Q4 2025 | Jan 20, 2026 |
| SWAN Capital LLC | History | New | 129 | 8 | 0.0% | — | 260 | +129 | New | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 107 | 7 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 105 | 6 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Asset Dedication, LLC | History | No change | 95 | 6 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 103 | 6 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 68 | 4 | 0.0% | 0.0% | 265 | -231 | -77.26% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | New | 53 | 3 | 0.0% | — | 266 | +53 | New | Q4 2025 | Jan 30, 2026 |
| OPTIMA CAPITAL LLC | History | New | 51 | 3 | 0.0% | — | 269 | +51 | New | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Avion Wealth | History | No change | 58 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 33 | 2 | 0.0% | — | 270 | +33 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.01% | — | -150,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -20,469 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,307 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -6,776 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,664 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,224 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,564 | -100.0% | Q3 2025 | Dec 01, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,340 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.01% | — | -2,480 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,661 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,468 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -729 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -660 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -333 | -100.0% | Q3 2025 | Oct 15, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DHJJ Financial Advisors, Ltd. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |