J.P. Morgan Exchange-Traded Fund Trust - JIRE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | Reduced | 57,617,571 | 4,314,403 | 0.27% | 0.27% | 1 | -3,723,649 | -6.07% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,057,946 | 753,138 | 0.09% | 0.0% | 2 | +10,038,432 | 51442.21% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 5,936,698 | 444,539 | 0.12% | 0.12% | 3 | +177,001 | 3.07% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 3,272,122 | 245,016 | 0.01% | 0.01% | 4 | +512,302 | 18.56% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,898,625 | 217,049 | 0.06% | 0.06% | 5 | +164,330 | 6.01% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,780,194 | 133,300 | 0.32% | 0.29% | 6 | +281,363 | 18.77% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,777,070 | 133,067 | 0.31% | 0.3% | 7 | +45,782 | 2.64% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,706,206 | 127,761 | 0.35% | 0.33% | 8 | +191,685 | 12.66% | Q4 2025 | Jan 26, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | New | 1,671,130 | 125,134 | 1.27% | — | 9 | +1,671,130 | New | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,636,548 | 122,544 | 0.16% | 0.15% | 10 | +111,916 | 7.34% | Q4 2025 | Feb 12, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,616,537 | 121,046 | 1.19% | 1.45% | 11 | +141,480 | 9.59% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Reduced | 1,490,268 | 111,591 | 0.23% | 0.25% | 12 | -87,360 | -5.54% | Q4 2025 | Jan 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,632,821 | 103,795 | 1.89% | 1.78% | 13 | +151,411 | 10.22% | Q4 2025 | Jan 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,347,980 | 100,936 | 0.03% | 0.03% | 14 | +231,582 | 20.74% | Q4 2025 | Feb 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,246,584 | 93,344 | 1.26% | 1.59% | 15 | +112,416 | 9.91% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 1,240,202 | 92,866 | 0.1% | 0.09% | 16 | +131,479 | 11.86% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,204,109 | 90,163 | 3.62% | 4.87% | 17 | -427,604 | -26.21% | Q4 2025 | Jan 30, 2026 |
| EASTERN BANK | History | Added to | 1,049,850 | 78,612 | 1.36% | 1.33% | 18 | +31,287 | 3.07% | Q4 2025 | Jan 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 932,480 | 69,824 | 0.33% | 0.33% | 19 | +17,099 | 1.87% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | No change | 918,000 | 68,739 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 876,883 | 65,660 | 5.92% | 5.97% | 21 | +52 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Hughes Financial Services, LLC | History | Added to | 822,617 | 61,597 | 9.67% | 9.61% | 22 | +18,700 | 2.33% | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 807,304 | 60,451 | 1.16% | 1.15% | 23 | +28,238 | 3.62% | Q4 2025 | Feb 12, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 765,871 | 57,348 | 24.03% | 24.92% | 24 | +6,823 | 0.9% | Q4 2025 | Jan 14, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 754,348 | 56,485 | 11.84% | 11.34% | 25 | +38,735 | 5.41% | Q4 2025 | Jan 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 661,354 | 49,522 | 9.0% | 0.77% | 26 | +6,364 | 0.97% | Q4 2025 | Mar 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 629,076 | 47,105 | 0.71% | 0.64% | 27 | +77,164 | 13.98% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 628,804 | 47,089 | 0.07% | 0.08% | 28 | -171,222 | -21.4% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 511,036 | 38,266 | 1.25% | 1.26% | 29 | +10,569 | 2.11% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 505,580 | 37,857 | 0.02% | 0.02% | 30 | +148,904 | 41.75% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 496,275 | 37,161 | 0.1% | 0.1% | 31 | -7,588 | -1.51% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 471,987 | 35,342 | 0.02% | 0.02% | 32 | +138,851 | 41.68% | Q4 2025 | Feb 10, 2026 |
| First Financial Bank - Trust Division | History | Added to | 466,225 | 34,910 | 2.87% | 2.84% | 33 | +13,768 | 3.04% | Q4 2025 | Jan 02, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 465,225 | 34,836 | 3.62% | 3.43% | 34 | +20,480 | 4.6% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 456,208 | 34,160 | 0.62% | 0.53% | 35 | +90,165 | 24.63% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 454,696 | 34,047 | 1.08% | 0.04% | 36 | +437,623 | 2563.25% | Q4 2025 | Jan 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 423,633 | 31,721 | 1.05% | 1.02% | 37 | +46,973 | 12.47% | Q4 2025 | Jan 14, 2026 |
| Francis Financial, Inc. | History | Added to | 367,367 | 27,508 | 5.37% | 4.56% | 38 | +18,302 | 5.24% | Q4 2025 | Feb 11, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 368,322 | 27,493 | 4.42% | 4.38% | 39 | -3,601 | -0.97% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 338,269 | 25,327 | 0.01% | 0.0% | 40 | +290,130 | 602.69% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 326,182 | 24,424 | 1.15% | 1.15% | 41 | +35,199 | 12.1% | Q4 2025 | Jan 12, 2026 |
| Kendall Capital Management | History | Added to | 325,315 | 24,359 | 5.1% | 5.03% | 42 | +22,027 | 7.26% | Q4 2025 | Jan 16, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 322,180 | 24,135 | 2.49% | 2.8% | 43 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 318,343 | 23,837 | 3.19% | 3.09% | 44 | +12,020 | 3.92% | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | Added to | 313,751 | 23,502 | 1.7% | 1.85% | 45 | +119,782 | 61.75% | Q4 2025 | Jan 21, 2026 |
| Madison Asset Management, LLC | History | Reduced | 310,496 | 23,249 | 0.27% | 0.25% | 46 | -366 | -0.12% | Q4 2025 | Feb 04, 2026 |
| Choice Wealth Advisors, LLC | History | Added to | 300,715 | 22,517 | 8.9% | 9.47% | 47 | +143 | 0.05% | Q4 2025 | Jan 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 290,996 | 21,917 | 0.04% | 0.03% | 48 | +91,099 | 45.57% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 292,398 | 21,894 | 0.04% | 0.04% | 49 | +11,214 | 3.99% | Q4 2025 | Mar 16, 2026 |
| MORGAN STANLEY | History | Reduced | 288,842 | 21,628 | 0.0% | 0.0% | 50 | -36,529 | -11.23% | Q4 2025 | Feb 13, 2026 |
| EdgeRock Capital LLC | History | Added to | 285,201 | 21,359 | 5.68% | 5.48% | 51 | +17,685 | 6.61% | Q4 2025 | Jan 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 282,365 | 21,144 | 0.0% | — | 52 | +282,365 | New | Q4 2025 | Feb 17, 2026 |
| Family Investment Center, Inc. | History | Reduced | 281,619 | 21,087 | 4.26% | 4.43% | 53 | -8,349 | -2.88% | Q4 2025 | Jan 23, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 272,505 | 20,405 | 1.74% | 1.35% | 54 | +146,149 | 115.66% | Q4 2025 | Feb 11, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 585 | 19,956 | 1.38% | 1.31% | 55 | -277,150 | -99.79% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 263,536 | 19,733 | 0.1% | — | 56 | +263,536 | New | Q4 2025 | Feb 18, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 255,467 | 19,129 | 0.35% | 0.42% | 57 | -18,093 | -6.61% | Q4 2025 | Jan 28, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 255,404 | 19,124 | 1.37% | 1.28% | 58 | +20,668 | 8.8% | Q4 2025 | Feb 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 250,644 | 18,768 | 0.45% | 0.34% | 59 | +61,234 | 32.33% | Q4 2025 | Feb 03, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 206,140 | 15,435 | 0.98% | 0.75% | 60 | +51,385 | 33.2% | Q4 2025 | Feb 05, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 176,620 | 13,225 | 2.84% | 2.79% | 61 | +4,785 | 2.78% | Q4 2025 | Feb 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 172,957 | 12,951 | 0.11% | 0.09% | 62 | +7,616 | 4.61% | Q4 2025 | Jan 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 153,888 | 11,523 | 0.08% | 0.06% | 63 | +43,126 | 38.94% | Q4 2025 | Feb 17, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 144,210 | 10,798 | 2.54% | 2.52% | 64 | +5,480 | 3.95% | Q4 2025 | Jan 16, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 128,458 | 9,618 | 3.73% | 3.31% | 65 | +13,503 | 11.75% | Q4 2025 | Jan 23, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 128,163 | 9,596 | 1.04% | 0.85% | 66 | +28,404 | 28.47% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 120,689 | 9,037 | 0.0% | 0.0% | 67 | +117,110 | 3272.14% | Q4 2025 | Feb 13, 2026 |
| Providence Financial Advisors, LLC | History | Added to | 111,777 | 8,369 | 8.35% | 7.79% | 68 | +683 | 0.61% | Q4 2025 | Feb 10, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 109,333 | 8,186 | 2.35% | 2.0% | 69 | +15,751 | 16.83% | Q4 2025 | Jan 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 109,204 | 8,177 | 1.74% | 1.8% | 70 | +3,831 | 3.64% | Q4 2025 | Jan 30, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 105,191 | 7,876 | 3.98% | 4.25% | 71 | -3,427 | -3.16% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 102,199 | 7,652 | 0.0% | 0.0% | 72 | -198,567 | -66.02% | Q4 2025 | Feb 12, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 97,931 | 7,333 | 2.3% | 2.19% | 73 | +7,910 | 8.79% | Q4 2025 | Feb 11, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 95,820 | 7,174 | 1.0% | 0.93% | 74 | +9,496 | 11.0% | Q4 2025 | Jan 06, 2026 |
| Base Wealth Management LLC | History | Added to | 93,118 | 6,972 | 3.75% | 3.52% | 75 | +9,095 | 10.82% | Q4 2025 | Jan 21, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 92,954 | 6,960 | 2.52% | 2.97% | 76 | +264 | 0.28% | Q4 2025 | Jan 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 81,642 | 6,269 | 0.01% | 0.01% | 77 | -3,907 | -4.57% | Q4 2025 | Jan 08, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 83,689 | 6,266 | 0.49% | 0.47% | 78 | +4,457 | 5.63% | Q4 2025 | Jan 23, 2026 |
| Kaizen Financial Strategies | History | Added to | 79,310 | 5,938 | 2.62% | 2.52% | 79 | +3,990 | 5.3% | Q4 2025 | Jan 21, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 77,343 | 5,791 | 1.99% | 2.26% | 80 | -1,585 | -2.01% | Q4 2025 | Jan 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 74,581 | 5,586 | 1.81% | 2.44% | 81 | +2,618 | 3.64% | Q4 2025 | Jan 23, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 71,744 | 5,373 | 1.18% | 1.01% | 82 | +10,025 | 16.24% | Q4 2025 | Feb 17, 2026 |
| Investors Portfolio Services LLC | History | New | 71,492 | 5,353 | 4.82% | — | 83 | +71,492 | New | Q4 2025 | Feb 09, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 70,353 | 5,268 | 1.42% | 1.41% | 84 | -1,051 | -1.47% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 67,638 | 5,064 | 0.0% | 0.0% | 85 | +45,321 | 203.08% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 62,477 | 4,678 | 0.06% | 0.24% | 86 | -302,068 | -82.86% | Q4 2025 | Feb 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 61,008 | 4,568 | 1.23% | 1.1% | 87 | +10,600 | 21.03% | Q4 2025 | Feb 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 57,288 | 4,289 | 0.11% | 0.09% | 88 | +13,536 | 30.94% | Q4 2025 | Jan 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 51,758 | 3,875 | 0.09% | 0.1% | 89 | -283 | -0.54% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 47,505 | 3,578 | 0.24% | 0.25% | 90 | +1,237 | 2.67% | Q4 2025 | Jan 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 46,195 | 3,459 | 0.07% | 0.01% | 91 | +38,490 | 499.55% | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 45,694 | 3,421 | 0.08% | 0.09% | 92 | -2,304 | -4.8% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 45,561 | 3,411 | 0.37% | 0.24% | 93 | +16,731 | 58.03% | Q4 2025 | Jan 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 44,095 | 3,301 | 0.05% | — | 94 | +44,095 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 43,465 | 3,254 | 0.0% | 0.0% | 95 | +40,707 | 1475.96% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 43,284 | 3,241 | 0.01% | 0.01% | 96 | +3,056 | 7.6% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 39,256 | 2,939 | 0.05% | 0.07% | 97 | -830 | -2.07% | Q4 2025 | Feb 06, 2026 |
| Legacy Edge Advisors, LLC | History | New | 38,845 | 2,908 | 0.32% | — | 98 | +38,845 | New | Q4 2025 | Feb 02, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 38,102 | 2,853 | 0.6% | 0.58% | 99 | +1,391 | 3.79% | Q4 2025 | Jan 16, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 36,852 | 2,759 | 0.04% | 0.12% | 100 | -70,888 | -65.8% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 36,708 | 2,748 | 0.03% | 0.03% | 101 | +721 | 2.0% | Q4 2025 | Jan 29, 2026 |
| Dakota Wealth Management | History | New | 36,445 | 2,728 | 0.05% | — | 102 | +36,445 | New | Q4 2025 | Jan 13, 2026 |
| 5T Wealth, LLC | History | New | 36,170 | 2,708 | 1.08% | — | 103 | +36,170 | New | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 35,558 | 2,662 | 0.01% | 0.01% | 104 | +15,582 | 78.0% | Q4 2025 | Feb 18, 2026 |
| Cooper Financial Group | History | Added to | 35,541 | 2,661 | 0.28% | 0.14% | 105 | +18,381 | 107.12% | Q4 2025 | Jan 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 35,528 | 2,660 | 0.07% | 0.07% | 106 | -1,270 | -3.45% | Q4 2025 | Jan 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 34,202 | 2,561 | 0.12% | 0.13% | 107 | +383 | 1.13% | Q4 2025 | Feb 05, 2026 |
| WBH ADVISORY INC | History | Added to | 33,558 | 2,512 | 0.19% | 0.16% | 108 | +5,055 | 17.73% | Q4 2025 | Jan 26, 2026 |
| Ignite Planners, LLC | History | Added to | 31,797 | 2,498 | 0.38% | 0.34% | 109 | +3,909 | 14.02% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 33,153 | 2,482 | 0.03% | 0.03% | 110 | +3,164 | 10.55% | Q4 2025 | Feb 05, 2026 |
| Purus Wealth Management, LLC | History | Added to | 31,389 | 2,350 | 0.73% | 0.71% | 111 | +1,247 | 4.14% | Q4 2025 | Jan 27, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 31,366 | 2,348 | 0.66% | 0.68% | 112 | -143 | -0.45% | Q4 2025 | Feb 05, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 31,335 | 2,346 | 0.54% | 0.55% | 113 | +291 | 0.94% | Q4 2025 | Jan 28, 2026 |
| HB Wealth Management, LLC | History | Reduced | 30,941 | 2,316 | 0.01% | 0.02% | 114 | -1,746 | -5.34% | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | New | 30,329 | 2,271 | 0.04% | — | 115 | +30,329 | New | Q4 2025 | Mar 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 30,175 | 2,259 | 0.05% | 0.05% | 116 | -84 | -0.28% | Q4 2025 | Feb 02, 2026 |
| Red Mountain Financial, LLC | History | Added to | 29,704 | 2,224 | 2.18% | 1.82% | 117 | +5,332 | 21.88% | Q4 2025 | Jan 26, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 29,133 | 2,181 | 0.28% | 0.29% | 118 | -1,741 | -5.64% | Q4 2025 | Jan 13, 2026 |
| Lido Advisors, LLC | History | Added to | 27,037 | 2,024 | 0.01% | 0.0% | 119 | +16,427 | 154.83% | Q4 2025 | Feb 10, 2026 |
| Parcion Private Wealth LLC | History | No change | 26,473 | 1,982 | 0.12% | 0.12% | 120 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 25,694 | 1,923 | 0.07% | 0.07% | 121 | -778 | -2.94% | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 25,204 | 1,887 | 0.05% | 0.05% | 122 | -339 | -1.33% | Q4 2025 | Jan 28, 2026 |
| Wayfinding Financial, LLC | History | Added to | 24,738 | 1,852 | 0.78% | 0.77% | 123 | +290 | 1.19% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 24,165 | 1,809 | 0.0% | — | 124 | +24,165 | New | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 23,231 | 1,739 | 0.0% | 0.0% | 125 | +22,392 | 2668.89% | Q4 2025 | Feb 06, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 23,171 | 1,735 | 3.33% | 2.19% | 126 | -419 | -1.78% | Q4 2025 | Jan 21, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 23,009 | 1,722 | 0.21% | 0.19% | 127 | +2,610 | 12.79% | Q4 2025 | Jan 07, 2026 |
| Ascent Group, LLC | History | Reduced | 22,754 | 1,703 | 0.06% | 0.06% | 128 | -1,088 | -4.56% | Q4 2025 | Jan 20, 2026 |
| Vise Technologies, Inc. | History | Added to | 22,366 | 1,674 | 0.03% | 0.02% | 129 | +15,995 | 251.06% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,945 | 1,643 | 0.01% | 0.01% | 130 | +3,409 | 18.39% | Q4 2025 | Feb 13, 2026 |
| Boyer Financial Services, Inc. | History | New | 20,709 | 1,570 | 1.67% | — | 131 | +20,709 | New | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,941 | 1,568 | 0.0% | 0.0% | 132 | -62,909 | -75.03% | Q4 2025 | Feb 17, 2026 |
| LANE BROTHERS & CO INC | History | New | 20,897 | 1,564 | 1.13% | — | 133 | +20,897 | New | Q4 2025 | Mar 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 20,876 | 1,563 | 0.08% | 0.08% | 134 | +2,448 | 13.28% | Q4 2025 | Jan 07, 2026 |
| Balefire, LLC | History | Reduced | 20,519 | 1,536 | 0.3% | 0.32% | 135 | -1,364 | -6.23% | Q4 2025 | Jan 12, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 20,340 | 1,523 | 0.58% | 0.57% | 136 | +16 | 0.08% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 18,568 | 1,390 | 0.09% | 0.19% | 137 | -19,351 | -51.03% | Q4 2025 | Feb 06, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 18,573 | 1,390 | 0.31% | 0.28% | 138 | +1,562 | 9.18% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 18,108 | 1,355 | 0.03% | 0.03% | 139 | +3,235 | 21.75% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 17,871 | 1,338 | 0.14% | 0.09% | 140 | +7,201 | 67.49% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,704 | 1,325 | 0.0% | 0.0% | 141 | +4,409 | 33.16% | Q4 2025 | Feb 17, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 17,473 | 1,308 | 0.66% | 0.64% | 142 | +821 | 4.93% | Q4 2025 | Jan 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 17,036 | 1,275 | 0.09% | 0.02% | 143 | +12,467 | 272.86% | Q4 2025 | Jan 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,831 | 1,260 | 0.01% | 0.0% | 144 | +6,198 | 58.29% | Q4 2025 | Jan 29, 2026 |
| Elevation Wealth Management LLC | History | New | 16,646 | 1,246 | 1.2% | — | 145 | +16,646 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 15,903 | 1,190 | 0.0% | 0.0% | 146 | +8,343 | 110.36% | Q4 2025 | Feb 06, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 15,746 | 1,179 | 0.23% | 0.26% | 147 | -2,442 | -13.43% | Q4 2025 | Jan 09, 2026 |
| GTS SECURITIES LLC | History | Added to | 15,547 | 1,164 | 0.04% | 0.04% | 148 | +2,308 | 17.43% | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 15,376 | 1,151 | 0.14% | 0.14% | 149 | -1,165 | -7.04% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 14,877 | 1,113 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Merited Wealth, LLC | History | New | 14,781 | 1,106 | 1.03% | — | 151 | +14,781 | New | Q4 2025 | Mar 26, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 14,673 | 1,098 | 1.11% | 1.06% | 152 | -30 | -0.2% | Q4 2025 | Jan 26, 2026 |
| Ruggaard & Associates LLC | History | Added to | 14,152 | 1,059 | 0.42% | 0.38% | 153 | +348 | 2.52% | Q4 2025 | Feb 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 12,956 | 970 | 0.02% | 0.02% | 154 | +1,536 | 13.45% | Q4 2025 | Feb 19, 2026 |
| Saxony Capital Management, LLC | History | New | 12,772 | 956 | 0.59% | — | 155 | +12,772 | New | Q4 2025 | Jan 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 11,761 | 954 | 0.28% | — | 156 | +11,761 | New | Q4 2025 | Feb 10, 2026 |
| TFB Advisors LLC | History | Reduced | 12,583 | 942 | 0.26% | 0.27% | 157 | -42 | -0.33% | Q4 2025 | Feb 13, 2026 |
| McLaughlin Asset Management, Inc. | History | New | 12,534 | 938 | 0.84% | — | 158 | +12,534 | New | Q4 2025 | Feb 20, 2026 |
| First Bank & Trust | History | Added to | 12,164 | 910 | 0.15% | 0.13% | 159 | +1,659 | 15.79% | Q4 2025 | Jan 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 12,093 | 905 | 0.34% | 0.34% | 160 | +255 | 2.15% | Q4 2025 | Jan 08, 2026 |
| Integras Partners LLC | History | Reduced | 11,415 | 854 | 0.69% | 0.71% | 161 | -544 | -4.55% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,307 | 846 | 0.0% | 0.0% | 162 | +189 | 1.7% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 11,124 | 832 | 0.04% | 0.04% | 163 | +546 | 5.16% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 10,999 | 823 | 0.04% | 0.04% | 164 | +1,839 | 20.08% | Q4 2025 | Feb 05, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 10,813 | 809 | 0.21% | 0.14% | 165 | +4,302 | 66.07% | Q4 2025 | Jan 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,611 | 794 | 0.02% | 0.01% | 166 | +1,719 | 19.33% | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | New | 10,211 | 764 | 0.03% | — | 167 | +10,211 | New | Q4 2025 | Feb 04, 2026 |
| Integrated Capital Management, LLC | History | Added to | 9,922 | 742 | 0.32% | 0.32% | 168 | +132 | 1.35% | Q4 2025 | Jan 26, 2026 |
| GeoWealth Management, LLC | History | Added to | 9,853 | 737 | 0.03% | 0.02% | 169 | +713 | 7.8% | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 9,771 | 732 | 0.04% | 0.05% | 170 | -172 | -1.73% | Q4 2025 | Feb 13, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 9,672 | 724 | 0.26% | 0.16% | 171 | +4,224 | 77.53% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Added to | 9,586 | 717 | 0.0% | 0.0% | 172 | +31 | 0.32% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,533 | 713 | 0.06% | 0.06% | 173 | -75 | -0.78% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Reduced | 9,318 | 697 | 0.03% | 0.06% | 174 | -7,858 | -45.75% | Q4 2025 | Feb 12, 2026 |
| Northwest Capital Management Inc | History | Added to | 9,288 | 695 | 3.01% | 0.64% | 175 | +961 | 11.54% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,240 | 691 | 0.0% | 0.0% | 176 | -650 | -6.57% | Q4 2025 | Feb 11, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 9,195 | 688 | 0.03% | 0.02% | 177 | +3,020 | 48.91% | Q4 2025 | Feb 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,751 | 655 | 0.02% | 0.03% | 178 | -3,611 | -29.21% | Q4 2025 | Feb 19, 2026 |
| Atlas Wealth LLC | History | Added to | 8,690 | 650 | 0.2% | 0.15% | 179 | +2,385 | 37.83% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 8,625 | 645 | 0.0% | 0.0% | 180 | +3,922 | 83.39% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 8,442 | 632 | 0.01% | — | 181 | +8,442 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 8,199 | 613 | 0.0% | 0.0% | 182 | +7,232 | 747.88% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 8,154 | 610 | 0.07% | 0.07% | 183 | +1,146 | 16.35% | Q4 2025 | Feb 11, 2026 |
| Bank of Marin | History | No change | 7,851 | 587 | 0.41% | 0.41% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 7,511 | 562 | 0.35% | 0.43% | 185 | -851 | -10.18% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,270 | 544 | 0.01% | 0.01% | 186 | +1,275 | 21.27% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | Added to | 7,195 | 538 | 0.0% | 0.0% | 187 | +2,790 | 63.34% | Q4 2025 | Feb 17, 2026 |
| Traveka Wealth, LLC | History | Added to | 7,052 | 528 | 0.21% | 0.12% | 188 | +3,505 | 98.82% | Q4 2025 | Jan 08, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 7,015 | 525 | 0.2% | 0.2% | 189 | -100 | -1.41% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 6,935 | 519 | 0.01% | — | 190 | +6,935 | New | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,893 | 516 | 0.0% | 0.0% | 191 | +145 | 2.15% | Q4 2025 | Feb 06, 2026 |
| WealthPLAN Partners, LLC | History | New | 6,877 | 514 | 0.08% | — | 192 | +6,877 | New | Q4 2025 | Feb 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 6,767 | 506 | 0.02% | 0.01% | 193 | +2,071 | 44.1% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 6,683 | 500 | 0.03% | 0.03% | 194 | +149 | 2.28% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 6,673 | 499 | 0.13% | 0.19% | 195 | +329 | 5.19% | Q4 2025 | Feb 09, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,487 | 485 | 0.02% | 0.02% | 196 | -626 | -8.8% | Q4 2025 | Feb 04, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 6,201 | 470 | 0.18% | 0.11% | 197 | +2,551 | 69.89% | Q4 2025 | Jan 21, 2026 |
| Independence Asset Advisors, LLC | History | New | 6,214 | 465 | 0.26% | — | 198 | +6,214 | New | Q4 2025 | Feb 02, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 6,021 | 450 | 0.1% | 0.09% | 199 | +498 | 9.02% | Q4 2025 | Jan 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 6,005 | 449 | 0.06% | 0.07% | 200 | +145 | 2.47% | Q4 2025 | Jan 21, 2026 |
| Sovran Advisors, LLC | History | Added to | 5,800 | 449 | 0.04% | 0.04% | 201 | +85 | 1.49% | Q4 2025 | Jan 20, 2026 |
| Phoenix Wealth Advisors | History | No change | 5,995 | 448 | 0.17% | 0.17% | 202 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OneDigital Investment Advisors LLC | History | New | 5,730 | 429 | 0.0% | — | 203 | +5,730 | New | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,653 | 423 | 0.02% | 0.02% | 204 | +782 | 16.05% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,617 | 420 | 0.01% | 0.01% | 205 | +156 | 2.86% | Q4 2025 | Feb 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,543 | 415 | 0.0% | 0.01% | 206 | +548 | 10.97% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,469 | 409 | 0.01% | 0.01% | 207 | +224 | 4.27% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,368 | 401 | 0.0% | 0.01% | 208 | -1,100,359 | -99.51% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 5,300 | 396 | 0.02% | 0.02% | 209 | +7 | 0.13% | Q4 2025 | Feb 10, 2026 |
| Signature Wealth Management Group | History | Added to | 5,260 | 393 | 0.16% | 0.15% | 210 | +118 | 2.29% | Q4 2025 | Jan 15, 2026 |
| Patten Group, Inc. | History | Added to | 5,115 | 383 | 0.07% | 0.07% | 211 | +23 | 0.45% | Q4 2025 | Jan 23, 2026 |
| MCDONALD PARTNERS LLC | History | New | 5,078 | 380 | 0.12% | — | 212 | +5,078 | New | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Added to | 4,990 | 373 | 0.02% | 0.02% | 213 | +225 | 4.72% | Q4 2025 | Feb 10, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 4,988 | 373 | 0.2% | 0.21% | 214 | -24 | -0.48% | Q4 2025 | Jan 27, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 4,981 | 372 | 0.01% | — | 215 | +4,981 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 4,874 | 364 | 0.0% | 0.0% | 216 | -431 | -8.12% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | New | 4,734 | 354 | 0.0% | — | 217 | +4,734 | New | Q4 2025 | Jan 26, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 4,656 | 348 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aegis Wealth Management, Inc. | History | New | 4,558 | 341 | 0.27% | — | 219 | +4,558 | New | Q4 2025 | Feb 05, 2026 |
| Olde Wealth Management, LLC | History | Added to | 4,553 | 340 | 0.1% | 0.07% | 220 | +1,704 | 59.81% | Q4 2025 | Feb 12, 2026 |
| PUREfi Wealth, LLC | History | New | 4,498 | 336 | 0.26% | — | 221 | +4,498 | New | Q4 2025 | Jan 12, 2026 |
| Shira Ridge Wealth Management | History | Added to | 4,466 | 334 | 0.13% | 0.13% | 222 | +137 | 3.16% | Q4 2025 | Jan 12, 2026 |
| DAVENPORT & Co LLC | History | New | 4,442 | 332 | 0.0% | — | 223 | +4,442 | New | Q4 2025 | Jan 12, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 4,343 | 325 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 4,075 | 305 | 0.02% | — | 226 | +4,075 | New | Q4 2025 | Feb 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 4,079 | 305 | 0.0% | 0.0% | 225 | +221 | 5.73% | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 4,021 | 301 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | New | 3,970 | 297 | 0.0% | — | 228 | +3,970 | New | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,751 | 280 | 0.0% | 0.0% | 229 | +22 | 0.59% | Q4 2025 | Feb 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 3,673 | 275 | 0.09% | 0.11% | 230 | +76 | 2.11% | Q4 2025 | Jan 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,658 | 273 | 0.0% | 0.0% | 231 | -18 | -0.49% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,638 | 272 | 0.0% | 0.0% | 232 | +484 | 15.35% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 3,569 | 267 | 0.03% | 0.04% | 233 | +362 | 11.29% | Q4 2025 | Feb 13, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 3,478 | 260 | 0.19% | 0.21% | 234 | -300 | -7.94% | Q4 2025 | Jan 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 3,300 | 247 | 0.0% | — | 235 | +3,300 | New | Q4 2025 | Feb 12, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 3,298 | 246 | 0.16% | 0.16% | 236 | -39 | -1.17% | Q4 2025 | Feb 17, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 3,193 | 239 | 0.11% | 0.09% | 237 | +359 | 12.67% | Q4 2025 | Jan 07, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 3,172 | 237 | 0.01% | 0.01% | 238 | -367 | -10.37% | Q4 2025 | Jan 22, 2026 |
| United Advisor Group, LLC | History | Reduced | 3,114 | 233 | 0.03% | 0.03% | 239 | -142 | -4.36% | Q4 2025 | Jan 26, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 3,054 | 228 | 0.03% | — | 240 | +3,054 | New | Q4 2025 | Feb 04, 2026 |
| FWG Holdings, LLC | History | No change | 2,982 | 223 | 0.08% | 0.1% | 241 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Csenge Advisory Group | History | New | 2,943 | 220 | 0.01% | — | 242 | +2,943 | New | Q4 2025 | Feb 06, 2026 |
| Allen Capital Group, LLC | History | Reduced | 2,938 | 219 | 0.02% | 0.02% | 243 | -216 | -6.85% | Q4 2025 | Feb 09, 2026 |
| KENNEDY INVESTMENT GROUP | History | New | 2,852 | 213 | 0.08% | — | 244 | +2,852 | New | Q4 2025 | Feb 06, 2026 |
| Millington Financial Advisors, LLC | History | New | 2,584 | 206 | 0.09% | — | 245 | +2,584 | New | Q4 2025 | Feb 09, 2026 |
| Financial Partners Group, Inc | History | New | 2,615 | 205 | 0.02% | — | 246 | +2,615 | New | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,718 | 203 | 0.0% | — | 247 | +2,718 | New | Q4 2025 | Feb 18, 2026 |
| Elm3 Financial Group, LLC | History | New | 2,682 | 200 | 0.17% | — | 248 | +2,682 | New | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | Added to | 2,651 | 198 | 0.0% | 0.0% | 249 | +325 | 13.97% | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,317 | 173 | 0.01% | 0.01% | 250 | -9 | -0.39% | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 2,081 | 159 | 0.0% | — | 251 | +2,081 | New | Q4 2025 | Jan 26, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1,957 | 146 | 0.01% | 0.01% | 252 | -47 | -2.35% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 1,776 | 133 | 0.0% | 0.0% | 253 | +1,468 | 476.62% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,609 | 120 | 0.0% | — | 254 | +1,609 | New | Q4 2025 | Feb 17, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,320 | 98 | 0.1% | — | 255 | +1,320 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 1,308 | 97 | 0.0% | 0.0% | 256 | +4 | 0.31% | Q4 2025 | Jan 29, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,225 | 91 | 0.01% | 0.0% | 257 | +983 | 406.2% | Q4 2025 | Jan 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,125 | 84 | 0.04% | 0.0% | 258 | +965 | 603.13% | Q4 2025 | Feb 18, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 995 | 74 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 885 | 66 | 0.0% | — | 260 | +885 | New | Q4 2025 | Feb 13, 2026 |
| Paladin Advisory Group, LLC | History | No change | 805 | 60 | 0.04% | 0.05% | 261 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 778 | 58 | 0.0% | 0.0% | 262 | +212 | 37.46% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 754 | 56 | 0.0% | 0.0% | 263 | +654 | 654.0% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 743 | 55 | 0.0% | — | 264 | +743 | New | Q4 2025 | Feb 12, 2026 |
| Banco de Sabadell, S.A | History | No change | 659 | 49 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 576 | 43 | 0.0% | — | 266 | +576 | New | Q4 2025 | Feb 03, 2026 |
| Miller Global Investments, LLC | History | New | 555 | 41 | 0.04% | — | 267 | +555 | New | Q4 2025 | Jan 05, 2026 |
| GoalVest Advisory LLC | History | Reduced | 528 | 39 | 0.01% | 0.01% | 268 | -97 | -15.52% | Q4 2025 | Jan 05, 2026 |
| Signature Equity Partners, LLC | History | New | 469 | 35 | 0.02% | — | 269 | +469 | New | Q4 2025 | Feb 17, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 461 | 34 | 0.01% | — | 270 | +461 | New | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 402 | 30 | 0.01% | — | 271 | +402 | New | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 390 | 29 | 0.0% | — | 273 | +390 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | No change | 390 | 29 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 363 | 27 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 316 | 23 | 0.0% | 0.0% | 276 | -6,439 | -95.32% | Q4 2025 | Jan 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 308 | 23 | 0.01% | — | 275 | +308 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | No change | 314 | 23 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 304 | 22 | 0.0% | 0.0% | 278 | -61 | -16.71% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 279 | 20 | 0.0% | 0.0% | 279 | +9 | 3.33% | Q4 2025 | Jan 07, 2026 |
| Allworth Financial LP | History | New | 256 | 19 | 0.0% | — | 280 | +256 | New | Q4 2025 | Feb 05, 2026 |
| Key Capital Management, INC | History | New | 239 | 17 | 0.02% | — | 281 | +239 | New | Q4 2025 | Jan 26, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 221 | 16 | 0.01% | 0.02% | 283 | -200 | -47.51% | Q4 2025 | Jan 22, 2026 |
| Asset Dedication, LLC | History | Reduced | 223 | 16 | 0.0% | 0.0% | 282 | -13 | -5.51% | Q4 2025 | Jan 26, 2026 |
| Millstone Evans Group, LLC | History | New | 201 | 15 | 0.01% | — | 284 | +201 | New | Q4 2025 | Feb 02, 2026 |
| Anfield Capital Management, LLC | History | No change | 198 | 14 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | Reduced | 139 | 10 | 0.0% | 0.01% | 286 | -168 | -54.72% | Q4 2025 | Feb 12, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 125 | 9 | 0.06% | 0.04% | 287 | -130 | -50.98% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 103 | 8 | 0.0% | — | 288 | +103 | New | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 95 | 5 | 0.0% | — | 289 | +95 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | New | 68 | 5 | 0.0% | — | 291 | +68 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 71 | 5 | 0.0% | 0.0% | 290 | +45 | 173.08% | Q4 2025 | Feb 12, 2026 |
| Register Financial Advisors LLC | History | No change | 73 | 5 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 45 | 3 | 0.0% | — | 293 | +45 | New | Q4 2025 | Jan 22, 2026 |
| Motiv8 Investments LLC | History | New | 35 | 3 | 0.0% | — | 295 | +35 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| REAP Financial Group, LLC | History | New | 32 | 2 | 0.0% | — | 296 | +32 | New | Q4 2025 | Feb 10, 2026 |
| Johnson Financial Group, Inc. | History | New | 26 | 1 | 0.0% | — | 297 | +26 | New | Q4 2025 | Feb 12, 2026 |
| Wilkerson Advisory Group LLC | History | New | 23 | 1 | 0.0% | — | 302 | +23 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 21 | 1 | 0.0% | — | 298 | +21 | New | Q4 2025 | Mar 04, 2026 |
| Wealth Watch Advisors, INC | History | New | 15 | 1 | 0.0% | — | 301 | +15 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14 | 1 | 0.0% | — | 300 | +9 | 180.0% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 26 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -61,531 | -100.0% | Q3 2025 | Oct 20, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -45,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -24,494 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,138 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,007 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealth Alliance Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,732 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Bulwark Capital Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -720 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -490 | -100.0% | Q3 2025 | Oct 20, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -119 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 04, 2025 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Caldwell Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Cape Investment Advisory, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Spire Wealth Management | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |