SPDR SERIES TRUST - JNK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | History | Reduced | 11,183,636 | 1,087,161 | 0.04% | 0.04% | 1 | -1,479,166 | -11.68% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 5,683,486 | 552,491 | 1.13% | 1.15% | 2 | +203,301 | 3.71% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,445,353 | 529,342 | 0.1% | 0.1% | 3 | +223,339 | 4.28% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 3,440,215 | 334,423 | 2.05% | 2.14% | 4 | -44,169 | -1.27% | Q4 2025 | Feb 17, 2026 |
| Japan Science & Technology Agency | History | No change | 2,900,000 | 281,909 | 5.18% | 5.06% | 5 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| American Family Investments, Inc. | History | New | 2,088,000 | 202,974 | 7.31% | — | 6 | +2,088,000 | New | Q4 2025 | Feb 04, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 2,065,815 | 201,130 | 0.14% | 0.14% | 7 | +94,200 | 4.78% | Q4 2025 | Feb 03, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 1,906,424 | 185,323 | 8.7% | 8.44% | 8 | -184,100 | -8.81% | Q4 2025 | Jan 15, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | New | 1,800,000 | 174,978 | 2.04% | — | 9 | +1,800,000 | New | Q4 2025 | Feb 05, 2026 |
| BlackRock, Inc. | History | Reduced | 1,761,967 | 171,280 | 0.0% | 0.0% | 10 | -36,076 | -2.01% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,758,815 | 170,974 | 0.05% | 0.08% | 11 | -1,067,783 | -37.78% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 1,365,413 | 132,731 | 0.04% | 0.04% | 12 | -136,903 | -9.11% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,297,491 | 126,129 | 0.22% | 0.25% | 13 | +19,208 | 1.5% | Q4 2025 | Feb 05, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 1,221,000 | 118,693 | 0.63% | 0.69% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,162,044 | 112,962 | 0.01% | 0.01% | 15 | -4,580 | -0.39% | Q4 2025 | Mar 25, 2026 |
| Man Group plc | History | Reduced | 1,089,271 | 105,888 | 0.18% | 0.2% | 16 | -105,993 | -8.87% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,008,957 | 98,080 | 0.02% | 0.02% | 17 | -8,197 | -0.81% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 989,589 | 96,192 | 0.02% | 0.02% | 18 | -8,286 | -0.83% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 913,187 | 88,770 | 0.01% | 0.0% | 19 | +80,106 | 9.62% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 866,095 | 84,193 | 0.04% | 0.05% | 20 | -145,181 | -14.36% | Q4 2025 | Feb 10, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 823,882 | 80,089 | 0.06% | — | 21 | +823,882 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 748,517 | 72,763 | 0.01% | 0.0% | 22 | +12,265 | 1.67% | Q4 2025 | Feb 17, 2026 |
| Counterpoint Mutual Funds LLC | History | Added to | 712,042 | 69,217 | 5.13% | 4.47% | 23 | +134,087 | 23.2% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 658,610 | 64,023 | 0.03% | 0.04% | 24 | +9,552 | 1.47% | Q4 2025 | Feb 06, 2026 |
| Aristotle Pacific Capital, LLC | History | Added to | 574,407 | 55,838 | 22.9% | 11.93% | 25 | +324,407 | 129.76% | Q4 2025 | Feb 17, 2026 |
| BLB&B Advisors, LLC | History | Added to | 550,140 | 53,479 | 2.24% | 2.05% | 26 | +65,209 | 13.45% | Q4 2025 | Jan 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 542,317 | 52,718 | 0.32% | 0.56% | 27 | -261,011 | -32.49% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 464,261 | 45,130 | 0.36% | 0.42% | 28 | -61,194 | -11.65% | Q4 2025 | Feb 03, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 423,504 | 41,168 | 0.11% | 0.11% | 29 | +22,691 | 5.66% | Q4 2025 | Feb 05, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 359,998 | 34,995 | 1.22% | 1.11% | 30 | +28,570 | 8.62% | Q4 2025 | Feb 13, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 337,566 | 32,814 | 1.01% | 0.7% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOEWS CORP /ADV | History | Reduced | 329,000 | 31,982 | 4.65% | 6.78% | 32 | -155,500 | -32.09% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Reduced | 328,120 | 31,896 | 0.01% | 0.01% | 33 | -86,389 | -20.84% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 327,377 | 31,824 | 0.03% | 0.04% | 34 | -7,200 | -2.15% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 318,952 | 31,006 | 0.01% | — | 35 | +318,952 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 290,815 | 28,270 | 0.01% | 0.02% | 36 | -4,544 | -1.54% | Q4 2025 | Mar 20, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 280,465 | 27,264 | 1.39% | 1.38% | 37 | +8,706 | 3.2% | Q4 2025 | Jan 27, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 279,826 | 27,201 | 4.3% | 4.18% | 38 | +19,630 | 7.54% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 279,124 | 27,133 | 0.01% | 0.01% | 39 | +28,301 | 11.28% | Q4 2025 | Feb 18, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 256,400 | 24,924 | 0.03% | 0.03% | 40 | +88,600 | 52.8% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 254,753 | 24,764 | 0.09% | 0.16% | 41 | -184,897 | -42.06% | Q4 2025 | Feb 06, 2026 |
| Howard Capital Management Inc. | History | Added to | 253,468 | 24,639 | 0.32% | 0.32% | 42 | +5,100 | 2.05% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 221,900 | 21,570 | 0.05% | 0.05% | 43 | +17,185 | 8.39% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | New | 215,100 | 21,041 | 0.07% | — | 44 | +215,100 | New | Q4 2025 | Feb 18, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 210,000 | 20,414 | 0.01% | 0.01% | 45 | -13,000 | -5.83% | Q4 2025 | Jan 23, 2026 |
| CNO Financial Group, Inc. | History | Added to | 208,200 | 20,239 | 11.47% | 10.23% | 46 | +51,000 | 32.44% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 186,467 | 18,126 | 0.14% | 0.15% | 47 | +10,100 | 5.73% | Q4 2025 | Jan 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 181,718 | 17,664 | 0.01% | 0.01% | 48 | -62,375 | -25.55% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 180,000 | 17,497 | 0.05% | 0.03% | 49 | +67,000 | 59.29% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 175,016 | 17,020 | 0.02% | 0.16% | 50 | -983,051 | -84.89% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 173,000 | 16,817 | 0.02% | 0.02% | 51 | -52,800 | -23.38% | Q4 2025 | Feb 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 166,301 | 16,166 | 0.03% | 0.03% | 52 | +27,100 | 19.47% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 165,447 | 16,083 | 0.02% | 0.02% | 53 | +27,173 | 19.65% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 163,600 | 15,903 | 0.02% | 0.01% | 54 | +110,000 | 205.22% | Q4 2025 | Feb 12, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 156,057 | 15,170 | 1.45% | 1.03% | 55 | +53,727 | 52.5% | Q4 2025 | Jan 27, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 149,647 | 14,550 | 0.13% | 0.14% | 56 | +17,549 | 13.28% | Q4 2025 | Jan 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 140,915 | 13,698 | 0.12% | 0.12% | 57 | -16,705 | -10.6% | Q4 2025 | Jan 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 138,429 | 13,456 | 0.1% | 0.1% | 58 | +1,288 | 0.94% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 136,187 | 13,238 | 0.09% | 0.12% | 59 | -28,554 | -17.33% | Q4 2025 | Feb 17, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 132,933 | 12,922 | 4.27% | 4.59% | 60 | +7,229 | 5.75% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 131,805 | 12,812 | 0.04% | — | 61 | +131,805 | New | Q4 2025 | Feb 12, 2026 |
| NewSquare Capital LLC | History | Reduced | 130,687 | 12,704 | 1.12% | 1.23% | 62 | -54,111 | -29.28% | Q4 2025 | Feb 17, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 128,660 | 12,507 | 3.77% | 3.97% | 63 | +65,393 | 103.36% | Q4 2025 | Feb 12, 2026 |
| Idaho Trust Co | History | Reduced | 127,777 | 12,421 | 4.11% | 4.63% | 64 | -12,542 | -8.94% | Q4 2025 | Feb 05, 2026 |
| Symmetry Partners, LLC | History | Added to | 126,584 | 12,305 | 0.73% | 1.29% | 65 | +5,615 | 4.64% | Q4 2025 | Jan 27, 2026 |
| Crabel Capital Management, LLC | History | Added to | 118,383 | 11,508 | 8.7% | 9.33% | 66 | +12,063 | 11.35% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 117,517 | 11,423 | 0.05% | 0.04% | 67 | +19,114 | 19.42% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 115,673 | 11,244 | 0.0% | 0.01% | 68 | -1,351,459 | -92.12% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 113,651 | 11,047 | 0.13% | 0.15% | 69 | -9,916 | -8.02% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 111,787 | 10,867 | 0.03% | 0.0% | 70 | +109,606 | 5025.49% | Q4 2025 | Jan 26, 2026 |
| ALLSTATE CORP | History | Reduced | 110,000 | 10,693 | 0.15% | 2.31% | 71 | -923,000 | -89.35% | Q4 2025 | Feb 09, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 109,096 | 10,605 | 4.56% | 4.6% | 72 | +10,580 | 10.74% | Q4 2025 | Feb 04, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 396,498 | 10,039 | 9.51% | — | 73 | +396,498 | New | Q4 2025 | Jan 13, 2026 |
| Somnio Financial Group, LLC | History | Added to | 98,640 | 9,588 | 6.34% | 6.27% | 74 | +4,273 | 4.53% | Q4 2025 | Jan 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 96,961 | 9,425 | 0.0% | 0.01% | 75 | -164,496 | -62.92% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 90,308 | 8,778 | 0.14% | 0.15% | 76 | +2,248 | 2.55% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Reduced | 86,600 | 8,418 | 0.0% | 0.0% | 77 | -6,700 | -7.18% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 86,406 | 8,400 | 0.02% | 0.02% | 78 | +2,932 | 3.51% | Q4 2025 | Feb 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 81,433 | 7,916 | 0.02% | 0.02% | 79 | -1,500 | -1.81% | Q4 2025 | Feb 10, 2026 |
| Up Capital Management, Inc. | History | New | 80,617 | 7,836 | 7.01% | — | 80 | +80,617 | New | Q4 2025 | Mar 23, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | No change | 79,820 | 7,759 | 3.93% | 4.23% | 81 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | New | 78,679 | 7,648 | 0.1% | — | 82 | +78,679 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 76,061 | 7,393 | 0.0% | 0.0% | 83 | -27,697 | -26.69% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 74,400 | 7,224 | 0.01% | 0.01% | 84 | +400 | 0.54% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 74,136 | 7,206 | 0.0% | 0.0% | 85 | +8,394 | 12.77% | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 73,141 | 7,116 | 0.01% | — | 86 | +73,141 | New | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Reduced | 72,665 | 7,063 | 0.14% | 0.17% | 87 | -8,145 | -10.08% | Q4 2025 | Jan 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 69,580 | 6,763 | 0.1% | 0.1% | 88 | +6,654 | 10.57% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 69,490 | 6,755 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 67,786 | 6,589 | 0.25% | 0.0% | 90 | +67,390 | 17017.68% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 67,534 | 6,564 | 0.0% | 0.0% | 91 | +33,137 | 96.34% | Q4 2025 | Feb 02, 2026 |
| Baird Financial Group, Inc. | History | Added to | 67,444 | 6,556 | 0.01% | 0.01% | 92 | +25,567 | 61.05% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 66,873 | 6,500 | 0.28% | 0.29% | 93 | +2,017 | 3.11% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | Added to | 64,079 | 6,229 | 0.37% | 0.28% | 94 | +10,000 | 18.49% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 61,171 | 5,946 | 0.02% | — | 95 | +61,171 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 61,132 | 5,942 | 0.06% | 0.09% | 96 | +947 | 1.57% | Q4 2025 | Jan 23, 2026 |
| Jump Financial, LLC | History | New | 60,635 | 5,894 | 0.07% | — | 97 | +60,635 | New | Q4 2025 | Feb 17, 2026 |
| Navigation Wealth Management, Inc. | History | Reduced | 59,854 | 5,818 | 8.64% | 8.78% | 98 | -1,170 | -1.92% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 59,231 | 5,794 | 0.27% | 0.32% | 99 | -632 | -1.06% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Reduced | 57,669 | 5,606 | 0.03% | 0.03% | 100 | -1,120 | -1.91% | Q4 2025 | Feb 17, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 55,973 | 5,441 | 3.62% | — | 101 | +55,973 | New | Q4 2025 | Jan 29, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 54,875 | 5,334 | 1.3% | 1.47% | 102 | +2,402 | 4.58% | Q4 2025 | Jan 07, 2026 |
| Brookstone Capital Management | History | Added to | 53,690 | 5,219 | 0.06% | 0.04% | 103 | +19,385 | 56.51% | Q4 2025 | Jan 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 49,734 | 4,834 | 0.1% | 0.11% | 104 | -4,045 | -7.52% | Q4 2025 | Feb 18, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 49,017 | 4,764 | 1.19% | 1.28% | 105 | +1,041 | 2.17% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 48,983 | 4,761 | 0.0% | 0.0% | 106 | +814 | 1.69% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 48,270 | 4,692 | 0.01% | 0.01% | 107 | +569 | 1.19% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 47,961 | 4,662 | 0.01% | — | 108 | +47,961 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 47,808 | 4,647 | 0.0% | 0.0% | 109 | +5,008 | 11.7% | Q4 2025 | Feb 13, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 46,134 | 4,484 | 1.24% | 1.27% | 110 | -901 | -1.92% | Q4 2025 | Jan 15, 2026 |
| Financial Partners Group, Inc | History | Added to | 44,469 | 4,349 | 0.5% | 0.06% | 111 | +39,407 | 778.49% | Q4 2025 | Feb 03, 2026 |
| Regal Investment Advisors LLC | History | Added to | 41,953 | 4,078 | 0.24% | 0.26% | 112 | +1,319 | 3.25% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 41,928 | 4,075 | 0.05% | 0.04% | 113 | +1,524 | 3.77% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 41,661 | 4,049 | 0.02% | 0.02% | 114 | +18 | 0.04% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 41,001 | 3,985 | 0.14% | 0.18% | 115 | -8,408 | -17.02% | Q4 2025 | Jan 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 40,514 | 3,938 | 0.07% | 0.08% | 116 | -872 | -2.11% | Q4 2025 | Feb 03, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 38,565 | 3,748 | 1.21% | 1.39% | 117 | -5,118 | -11.72% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 38,409 | 3,733 | 0.02% | 0.02% | 118 | +10,156 | 35.95% | Q4 2025 | Feb 12, 2026 |
| Graetz Wealth LLC | History | New | 38,340 | 3,727 | 3.39% | — | 119 | +38,340 | New | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 37,796 | 3,674 | 0.02% | 0.02% | 120 | +2,422 | 6.85% | Q4 2025 | Jan 29, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 37,762 | 3,670 | 0.19% | 0.19% | 121 | +2,930 | 8.41% | Q4 2025 | Feb 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 36,977 | 3,594 | 0.0% | 0.01% | 122 | -9,705 | -20.79% | Q4 2025 | Feb 02, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 36,118 | 3,511 | 0.05% | 0.09% | 123 | -25,710 | -41.58% | Q4 2025 | Feb 09, 2026 |
| Csenge Advisory Group | History | Reduced | 35,815 | 3,481 | 0.16% | 0.17% | 124 | -1,540 | -4.12% | Q4 2025 | Feb 06, 2026 |
| Global Endowment Management, LP | History | Added to | 35,550 | 3,456 | 0.43% | 0.18% | 125 | +20,550 | 137.0% | Q4 2025 | Feb 13, 2026 |
| Advisors Preferred, LLC | History | Added to | 34,707 | 3,374 | 0.55% | 0.42% | 126 | +5,698 | 19.64% | Q4 2025 | Feb 02, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 34,670 | 3,370 | 0.01% | 0.01% | 127 | -7,340 | -17.47% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 34,526 | 3,356 | 0.04% | 0.03% | 128 | +4,081 | 13.4% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Added to | 34,036 | 3,308 | 0.0% | 0.0% | 129 | +295 | 0.87% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 33,451 | 3,251 | 0.03% | 0.02% | 130 | -4,209 | -11.18% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 33,167 | 3,224 | 0.01% | 0.04% | 131 | -55,672 | -62.67% | Q4 2025 | Feb 18, 2026 |
| World Investment Advisors | History | Added to | 32,946 | 3,202 | 0.05% | 0.05% | 132 | +7,874 | 31.41% | Q4 2025 | Mar 12, 2026 |
| Nilsine Partners, LLC | History | Added to | 31,848 | 3,095 | 0.27% | 0.27% | 133 | +1,123 | 3.66% | Q4 2025 | Jan 15, 2026 |
| Canal Capital Management, LLC | History | Reduced | 30,765 | 2,990 | 0.42% | 0.58% | 134 | -8,433 | -21.51% | Q4 2025 | Jan 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 29,889 | 2,908 | 0.04% | 0.04% | 135 | +1,147 | 3.99% | Q4 2025 | Feb 03, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 29,801 | 2,896 | 0.09% | — | 136 | +29,801 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 29,503 | 2,867 | 0.0% | 0.01% | 137 | -45,513 | -60.67% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 29,474 | 2,865 | 0.02% | 0.02% | 138 | +78 | 0.27% | Q4 2025 | Jan 29, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 29,082 | 2,827 | 0.37% | 0.39% | 139 | -77 | -0.26% | Q4 2025 | Jan 26, 2026 |
| FEDERATED HERMES, INC. | History | No change | 29,075 | 2,826 | 0.0% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 27,625 | 2,685 | 0.03% | 0.04% | 141 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 27,519 | 2,675 | 0.41% | 0.43% | 142 | -123 | -0.44% | Q4 2025 | Jan 23, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 27,381 | 2,661 | 0.27% | 0.27% | 143 | +226 | 0.83% | Q4 2025 | Jan 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 27,200 | 2,645 | 0.0% | — | 144 | +27,200 | New | Q4 2025 | Feb 17, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 26,583 | 2,584 | 0.3% | 0.33% | 145 | -1,728 | -6.1% | Q4 2025 | Jan 02, 2026 |
| Thrive Capital Management, LLC | History | Added to | 26,291 | 2,555 | 0.57% | 0.58% | 146 | +3,220 | 13.96% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 26,090 | 2,536 | 0.0% | 0.0% | 147 | -1,083 | -3.99% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 25,694 | 2,497 | 0.15% | 0.15% | 148 | -338 | -1.3% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 25,529 | 2,481 | 0.06% | 0.05% | 149 | +5,177 | 25.44% | Q4 2025 | Jan 28, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 25,399 | 2,469 | 0.66% | 2.07% | 150 | -51,293 | -66.88% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Reduced | 25,396 | 2,468 | 0.01% | 0.02% | 151 | -173 | -0.68% | Q4 2025 | Feb 17, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 24,708 | 2,401 | 0.56% | 0.47% | 152 | +4,227 | 20.64% | Q4 2025 | Jan 26, 2026 |
| TI-TRUST, INC | History | Added to | 24,145 | 2,347 | 1.45% | 1.48% | 153 | +199 | 0.83% | Q4 2025 | Jan 23, 2026 |
| Balefire, LLC | History | Reduced | 23,962 | 2,329 | 0.45% | 0.49% | 154 | -883 | -3.55% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 23,589 | 2,293 | 0.0% | 0.0% | 155 | +3,095 | 15.1% | Q4 2025 | Mar 16, 2026 |
| Edgestream Partners, L.P. | History | Added to | 22,957 | 2,231 | 0.06% | 0.04% | 156 | +9,307 | 68.18% | Q4 2025 | Feb 13, 2026 |
| Garner Asset Management Corp | History | Added to | 22,727 | 2,209 | 0.85% | 0.81% | 157 | +2,287 | 11.19% | Q4 2025 | Feb 03, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Reduced | 22,547 | 2,191 | 2.35% | 2.45% | 158 | -4,843 | -17.68% | Q4 2025 | Jan 16, 2026 |
| Pacer Advisors, Inc. | History | No change | 22,196 | 2,157 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Global Retirement Partners, LLC | History | Added to | 21,812 | 2,120 | 0.04% | 0.05% | 160 | +953 | 4.57% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 21,745 | 2,113 | 0.0% | 0.0% | 161 | -44,142 | -67.0% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 21,503 | 2,090 | 0.01% | 0.01% | 162 | +6,796 | 46.21% | Q4 2025 | Feb 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 21,222 | 2,063 | 0.13% | 0.14% | 163 | -153 | -0.72% | Q4 2025 | Jan 26, 2026 |
| Red Wave Investments LLC | History | Reduced | 21,176 | 2,058 | 0.61% | 0.69% | 164 | -1,687 | -7.38% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | Added to | 21,064 | 2,047 | 0.63% | 0.61% | 165 | +1,768 | 9.16% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,035 | 2,044 | 0.0% | 0.0% | 166 | -9,775 | -31.73% | Q4 2025 | Feb 17, 2026 |
| Mount Lucas Management LP | History | Added to | 20,429 | 1,985 | 0.79% | 0.79% | 167 | +842 | 4.3% | Q4 2025 | Feb 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 20,353 | 1,978 | 0.07% | 0.07% | 168 | +1,046 | 5.42% | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 20,198 | 1,963 | 0.05% | 0.05% | 169 | +2 | 0.01% | Q4 2025 | Feb 03, 2026 |
| Virtus Fixed Income Advisers, LLC | History | Added to | 20,152 | 1,958 | 1.48% | 1.42% | 170 | +845 | 4.38% | Q4 2025 | Feb 12, 2026 |
| TFB Advisors LLC | History | Added to | 20,040 | 1,948 | 0.54% | 0.54% | 171 | +979 | 5.14% | Q4 2025 | Feb 13, 2026 |
| Global Trust Wealth Management LLC | History | New | 19,821 | 1,926 | 1.43% | — | 173 | +19,821 | New | Q4 2025 | Jan 28, 2026 |
| Stephenson & Company, Inc. | History | Added to | 19,816 | 1,926 | 1.06% | 1.1% | 172 | +242 | 1.24% | Q4 2025 | Jan 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 19,756 | 1,920 | 0.02% | 0.02% | 174 | -436 | -2.16% | Q4 2025 | Feb 06, 2026 |
| Sincerus Advisory, LLC | History | Added to | 19,664 | 1,911 | 1.54% | 1.47% | 175 | +2,116 | 12.06% | Q4 2025 | Jan 08, 2026 |
| MorganRosel Wealth Management, LLC | History | New | 19,143 | 1,860 | 0.47% | — | 176 | +19,143 | New | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 18,902 | 1,837 | 0.02% | 0.02% | 177 | -927 | -4.67% | Q4 2025 | Feb 05, 2026 |
| Caldwell Trust Co | History | Added to | 18,576 | 1,805 | 0.16% | 0.16% | 178 | +1,516 | 8.89% | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,729 | 1,729 | 0.0% | 0.0% | 179 | +6,927 | 64.13% | Q4 2025 | Jan 08, 2026 |
| Florin Court Capital LLP | History | Reduced | 17,500 | 1,701 | 2.37% | 1.74% | 180 | -5,100 | -22.57% | Q4 2025 | Feb 05, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 17,443 | 1,695 | 0.53% | 0.53% | 181 | +1,383 | 8.61% | Q4 2025 | Jan 07, 2026 |
| Cerity Partners LLC | History | Reduced | 17,388 | 1,690 | 0.0% | 0.0% | 182 | -225 | -1.28% | Q4 2025 | Feb 11, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 17,380 | 1,689 | 0.13% | 0.47% | 183 | -45,655 | -72.43% | Q4 2025 | Jan 20, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 17,260 | 1,677 | 0.27% | 0.29% | 184 | +175 | 1.02% | Q4 2025 | Jan 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 16,992 | 1,651 | 0.04% | 0.07% | 185 | -8,737 | -33.96% | Q4 2025 | Feb 09, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 16,791 | 1,632 | 0.36% | 0.83% | 186 | -22,089 | -56.81% | Q4 2025 | Jan 16, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 16,365 | 1,590 | 0.7% | 0.42% | 187 | +2,100 | 14.72% | Q4 2025 | Feb 12, 2026 |
| AXS Investments LLC | History | Added to | 16,183 | 1,573 | 0.75% | 0.69% | 188 | +69 | 0.43% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 15,491 | 1,505 | 0.04% | 0.07% | 189 | -11,889 | -43.42% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 15,437 | 1,500 | 0.01% | 0.01% | 190 | +357 | 2.37% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 15,370 | 1,494 | 0.0% | 0.0% | 191 | -1,624 | -9.56% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Added to | 15,262 | 1,494 | 0.08% | 0.08% | 192 | +753 | 5.19% | Q4 2025 | Feb 04, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 15,350 | 1,492 | 0.88% | 0.62% | 193 | +5,150 | 50.49% | Q4 2025 | Feb 13, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 15,256 | 1,483 | 0.19% | 0.2% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 15,252 | 1,480 | 0.59% | 0.5% | 195 | +2,780 | 22.29% | Q4 2025 | Feb 06, 2026 |
| Kelsey Financial, LLC | History | New | 15,044 | 1,462 | 1.26% | — | 196 | +15,044 | New | Q4 2025 | Jan 23, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Added to | 14,800 | 1,438 | 0.21% | 1.05% | 197 | +4,100 | 38.32% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 14,612 | 1,420 | 0.03% | 0.02% | 198 | +3,357 | 29.83% | Q4 2025 | Feb 05, 2026 |
| Betterment LLC | History | Reduced | 14,509 | 1,410 | 0.0% | 0.0% | 199 | -1,406 | -8.83% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | New | 14,500 | 1,409 | 0.01% | — | 200 | +14,500 | New | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 14,015 | 1,362 | 0.05% | 0.05% | 201 | -154 | -1.09% | Q4 2025 | Feb 17, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 13,985 | 1,359 | 0.15% | 0.15% | 202 | +1,304 | 10.28% | Q4 2025 | Feb 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,937 | 1,354 | 0.03% | 0.03% | 203 | +856 | 6.54% | Q4 2025 | Feb 13, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 13,898 | 1,351 | 0.15% | 0.14% | 204 | +1,805 | 14.93% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 13,858 | 1,346 | 0.0% | — | 205 | +13,858 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | New | 13,797 | 1,341 | 0.03% | — | 206 | +13,797 | New | Q4 2025 | Feb 02, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 13,574 | 1,319 | 0.22% | 0.21% | 207 | +2,623 | 23.95% | Q4 2025 | Jan 29, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 13,532 | 1,315 | 0.18% | 0.19% | 208 | +525 | 4.04% | Q4 2025 | Feb 09, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 13,478 | 1,310 | 0.03% | 0.05% | 209 | -8,304 | -38.12% | Q4 2025 | Feb 13, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 13,395 | 1,302 | 0.56% | 0.24% | 210 | +7,897 | 143.63% | Q4 2025 | Jan 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 13,300 | 1,292 | 0.0% | 0.0% | 211 | +1,100 | 9.02% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 16,124 | 1,291 | 0.03% | 0.03% | 212 | +2,047 | 14.54% | Q4 2025 | Feb 11, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 13,148 | 1,278 | 0.47% | 0.43% | 213 | +1,160 | 9.68% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Added to | 12,982 | 1,269 | 0.0% | 0.0% | 214 | +474 | 3.79% | Q4 2025 | Feb 10, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 12,853 | 1,249 | 0.1% | — | 215 | +12,853 | New | Q4 2025 | Jan 28, 2026 |
| First Western Trust Bank | History | Added to | 12,820 | 1,246 | 0.06% | 0.06% | 216 | +15 | 0.12% | Q4 2025 | Feb 12, 2026 |
| Calamos Advisors LLC | History | No change | 12,665 | 1,231 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,346 | 1,200 | 0.02% | 0.03% | 218 | -6,855 | -35.7% | Q4 2025 | Jan 22, 2026 |
| WHITTIER TRUST CO | History | Reduced | 12,199 | 1,189 | 0.01% | 0.01% | 219 | -77 | -0.63% | Q4 2025 | Jan 26, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 12,067 | 1,173 | 0.05% | 0.06% | 220 | -772 | -6.01% | Q4 2025 | Feb 13, 2026 |
| Virtue Capital Management, LLC | History | Added to | 11,952 | 1,162 | 0.18% | 0.08% | 221 | +1,812 | 17.87% | Q4 2025 | Feb 18, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 11,658 | 1,133 | 0.06% | 0.07% | 222 | +61 | 0.53% | Q4 2025 | Jan 26, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 11,642 | 1,131 | 0.01% | 0.02% | 223 | -8 | -0.07% | Q4 2025 | Feb 05, 2026 |
| Ascent Group, LLC | History | Reduced | 11,626 | 1,130 | 0.04% | 0.06% | 225 | -5,679 | -32.82% | Q4 2025 | Jan 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,632 | 1,130 | 0.0% | 0.0% | 224 | +2,838 | 32.27% | Q4 2025 | Feb 18, 2026 |
| Global View Capital Management LLC | History | Reduced | 11,602 | 1,127 | 0.21% | 0.49% | 226 | -12,077 | -51.0% | Q4 2025 | Jan 14, 2026 |
| Capital CS Group, LLC | History | Added to | 11,362 | 1,104 | 1.7% | 1.71% | 227 | +280 | 2.53% | Q4 2025 | Jan 09, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 11,307 | 1,099 | 0.09% | 0.23% | 228 | -14,250 | -55.76% | Q4 2025 | Jan 13, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 11,205 | 1,089 | 0.67% | 0.77% | 230 | -1,036 | -8.46% | Q4 2025 | Jan 07, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 11,205 | 1,089 | 0.2% | 0.02% | 229 | -77 | -0.68% | Q4 2025 | Mar 04, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 11,138 | 1,082 | 0.22% | 0.2% | 231 | +1,535 | 15.98% | Q4 2025 | Jan 15, 2026 |
| XTX Topco Ltd | History | New | 11,110 | 1,080 | 0.03% | — | 232 | +11,110 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 11,082 | 1,077 | 0.31% | 0.29% | 233 | +1,315 | 13.46% | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Reduced | 11,003 | 1,069 | 0.01% | 0.01% | 234 | -736 | -6.27% | Q4 2025 | Feb 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 10,886 | 1,063 | 0.05% | 0.06% | 235 | +602 | 5.85% | Q4 2025 | Feb 03, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 10,746 | 1,044 | 0.07% | 0.07% | 236 | +1,419 | 15.21% | Q4 2025 | Feb 04, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 10,697 | 1,039 | 0.07% | 0.07% | 237 | +562 | 5.55% | Q4 2025 | Feb 11, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 10,629 | 1,033 | 0.39% | 1.64% | 238 | -32,113 | -75.13% | Q4 2025 | Feb 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 10,453 | 1,016 | 0.58% | 0.62% | 239 | -157 | -1.48% | Q4 2025 | Jan 06, 2026 |
| Engineers Gate Manager LP | History | Reduced | 10,443 | 1,015 | 0.01% | 0.02% | 240 | -3,952 | -27.45% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,180 | 989 | 0.01% | 0.01% | 241 | -26 | -0.25% | Q4 2025 | Feb 02, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 10,046 | 976 | 0.02% | 0.02% | 242 | -695 | -6.47% | Q4 2025 | Jan 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 9,979 | 970 | 0.03% | 0.03% | 243 | -465 | -4.45% | Q4 2025 | Feb 02, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 9,978 | 969 | 0.01% | 0.01% | 244 | -583 | -5.52% | Q4 2025 | Jan 16, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 9,473 | 920 | 0.03% | 0.04% | 245 | -97 | -1.01% | Q4 2025 | Feb 04, 2026 |
| Wagner Wealth Management, Corp | History | New | 9,448 | 918 | 0.91% | — | 246 | +9,448 | New | Q4 2025 | Feb 12, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 9,276 | 901 | 0.33% | 1.27% | 247 | -24,907 | -72.86% | Q4 2025 | Jan 21, 2026 |
| Tactive Advisors, LLC | History | Reduced | 9,254 | 899 | 0.26% | 0.35% | 248 | -3,518 | -27.54% | Q4 2025 | Jan 09, 2026 |
| Freedom Financial Partners LLC | History | Added to | 9,198 | 894 | 0.33% | 0.34% | 249 | +140 | 1.55% | Q4 2025 | Jan 06, 2026 |
| Covenant Partners, LLC | History | No change | 9,158 | 890 | 0.26% | 0.25% | 250 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,016 | 876 | 0.0% | 0.0% | 251 | +3,892 | 75.96% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,852 | 860 | 0.01% | 0.01% | 252 | +85 | 0.97% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 8,833 | 858 | 0.21% | 0.22% | 253 | +96 | 1.1% | Q4 2025 | Jan 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 8,647 | 840 | 0.0% | 0.01% | 254 | -10,842 | -55.63% | Q4 2025 | Feb 03, 2026 |
| Genesis Financial Group, LLC | History | New | 8,636 | 839 | 0.49% | — | 255 | +8,636 | New | Q4 2025 | Jan 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,621 | 838 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CacheTech Inc. | History | Added to | 8,587 | 834 | 0.15% | 0.09% | 257 | +3,794 | 79.16% | Q4 2025 | Feb 18, 2026 |
| Navis Wealth Advisors, LLC | History | New | 8,564 | 832 | 0.35% | — | 258 | +8,564 | New | Q4 2025 | Feb 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 8,132 | 790 | 0.26% | 0.36% | 259 | -2,547 | -23.85% | Q4 2025 | Feb 12, 2026 |
| Gibbs Wealth Management | History | Reduced | 8,004 | 781 | 0.19% | 0.18% | 260 | -69 | -0.85% | Q4 2025 | Jan 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 7,985 | 776 | 0.06% | 0.07% | 261 | -515 | -6.06% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 7,769 | 755 | 0.0% | 0.0% | 262 | -2,632 | -25.31% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,743 | 752 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Visionary Wealth Advisors | History | Reduced | 7,671 | 745 | 0.03% | 0.04% | 264 | -970 | -11.23% | Q4 2025 | Feb 13, 2026 |
| Constant Guidance Financial LLC | History | New | 13,035 | 732 | 0.51% | — | 265 | +13,035 | New | Q4 2025 | Feb 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 7,517 | 730 | 0.07% | 0.08% | 266 | +80 | 1.08% | Q4 2025 | Jan 27, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 7,430 | 722 | 0.07% | 0.1% | 267 | -2,108 | -22.1% | Q4 2025 | Feb 17, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 7,418 | 721 | 0.06% | 0.1% | 268 | +303 | 4.26% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 7,383 | 717 | 0.01% | 0.03% | 269 | -8,471 | -53.43% | Q4 2025 | Jan 29, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 7,148 | 694 | 0.5% | 0.55% | 270 | +272 | 3.96% | Q4 2025 | Jan 23, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 6,937 | 673 | 0.22% | 0.68% | 271 | -4,243 | -37.95% | Q4 2025 | Jan 22, 2026 |
| Advisory Alpha, LLC | History | Added to | 6,920 | 672 | 0.02% | 0.02% | 272 | +105 | 1.54% | Q4 2025 | Feb 06, 2026 |
| Probity Advisors, Inc. | History | Reduced | 6,913 | 672 | 0.11% | 0.11% | 273 | -8 | -0.12% | Q4 2025 | Jan 27, 2026 |
| Integrated Capital Management, LLC | History | Added to | 6,801 | 661 | 0.28% | 0.29% | 274 | +53 | 0.79% | Q4 2025 | Jan 26, 2026 |
| Auour Investments LLC | History | Added to | 6,689 | 650 | 0.21% | 0.16% | 275 | +1,682 | 33.59% | Q4 2025 | Jan 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 6,633 | 644 | 0.06% | 0.07% | 276 | +4,377 | 194.02% | Q4 2025 | Feb 17, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 6,749 | 644 | 3.82% | 3.64% | 277 | -1,851 | -21.52% | Q4 2025 | Feb 05, 2026 |
| Livet Wealth, LLC | History | New | 6,568 | 638 | 0.39% | — | 278 | +6,568 | New | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 6,500 | 631 | 0.1% | 0.1% | 279 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,470 | 629 | 0.02% | 0.01% | 280 | +1,289 | 24.88% | Q4 2025 | Feb 17, 2026 |
| Sharper & Granite LLC | History | Added to | 6,353 | 617 | 0.22% | 0.22% | 281 | +107 | 1.71% | Q4 2025 | Jan 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 6,297 | 612 | 0.1% | — | 282 | +6,297 | New | Q4 2025 | Feb 12, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 6,100 | 592 | 0.08% | 0.1% | 283 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 6,080 | 591 | 0.21% | 0.19% | 284 | +727 | 13.58% | Q4 2025 | Feb 05, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 6,049 | 588 | 0.31% | 0.3% | 285 | +128 | 2.16% | Q4 2025 | Feb 10, 2026 |
| AlTi Global, Inc. | History | No change | 6,046 | 587 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | Added to | 5,966 | 579 | 0.06% | 0.06% | 287 | +89 | 1.51% | Q4 2025 | Jan 29, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 5,812 | 569 | 0.38% | 0.39% | 288 | +137 | 2.41% | Q4 2025 | Feb 11, 2026 |
| Everstar Asset Management, LLC | History | New | 69,092 | 561 | 0.3% | — | 289 | +69,092 | New | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,617 | 546 | 0.01% | 0.01% | 290 | -852 | -13.17% | Q4 2025 | Jan 20, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 5,579 | 542 | 0.08% | 0.09% | 291 | -525 | -8.6% | Q4 2025 | Feb 05, 2026 |
| United Advisor Group, LLC | History | Added to | 5,529 | 537 | 0.07% | 0.07% | 292 | +158 | 2.94% | Q4 2025 | Jan 26, 2026 |
| Arta Finance Wealth Management LLC | History | New | 5,494 | 534 | 0.27% | — | 293 | +5,494 | New | Q4 2025 | Jan 20, 2026 |
| Neuberger Berman Group LLC | History | Added to | 5,493 | 533 | 0.0% | 0.0% | 294 | +1,544 | 39.1% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,448 | 529 | 0.02% | 0.03% | 295 | +14 | 0.26% | Q4 2025 | Feb 09, 2026 |
| Eddie Patel Inc | History | New | 5,402 | 525 | 0.39% | — | 296 | +5,402 | New | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 5,380 | 522 | 0.0% | 0.0% | 297 | -108 | -1.97% | Q4 2025 | Jan 30, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 5,308 | 515 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 5,293 | 514 | 0.12% | 0.12% | 299 | +435 | 8.95% | Q4 2025 | Jan 16, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 5,268 | 512 | 0.65% | — | 300 | +5,268 | New | Q4 2025 | Feb 11, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 5,196 | 505 | 0.06% | 0.07% | 301 | +65 | 1.27% | Q4 2025 | Jan 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 5,154 | 501 | 0.02% | 0.03% | 302 | -3,146 | -37.9% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 5,139 | 499 | 0.0% | — | 303 | +5,139 | New | Q4 2025 | Feb 13, 2026 |
| ARWA LLC | History | New | 5,124 | 498 | 0.29% | — | 304 | +5,124 | New | Q4 2025 | Feb 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 5,103 | 496 | 0.02% | 0.01% | 305 | +1,600 | 45.68% | Q4 2025 | Jan 12, 2026 |
| Global Assets Advisory, LLC | History | Added to | 5,060 | 491 | 0.14% | 0.14% | 306 | +132 | 2.68% | Q4 2025 | Feb 09, 2026 |
| Fortis Capital Management LLC | History | Added to | 5,009 | 486 | 0.06% | 0.06% | 308 | +958 | 23.65% | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,002 | 486 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,982 | 484 | 0.0% | 0.01% | 309 | -7,774 | -60.94% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,925 | 478 | 0.0% | 0.0% | 310 | -66,893 | -93.14% | Q4 2025 | Feb 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,927 | 478 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Yoffe Investment Management, LLC | History | No change | 4,905 | 476 | 0.61% | 0.62% | 312 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 4,821 | 469 | 0.03% | 0.04% | 313 | -1,978 | -29.09% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 4,788 | 465 | 0.02% | 0.02% | 314 | +100 | 2.13% | Q4 2025 | Jan 26, 2026 |
| Fullerton Advisors, LLC | History | New | 4,676 | 454 | 0.45% | — | 315 | +4,676 | New | Q4 2025 | Feb 02, 2026 |
| Adams Wealth Management | History | Reduced | 4,658 | 452 | 0.1% | 0.1% | 316 | -135 | -2.82% | Q4 2025 | Feb 18, 2026 |
| Apollon Financial, LLC | History | Added to | 4,590 | 446 | 0.06% | 0.07% | 317 | +5 | 0.11% | Q4 2025 | Jan 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,561 | 443 | 0.04% | 0.03% | 318 | +576 | 14.45% | Q4 2025 | Jan 26, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 4,509 | 438 | 0.43% | — | 319 | +4,509 | New | Q4 2025 | Feb 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 4,450 | 432 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Single Point Partners, LLC | History | Added to | 4,422 | 429 | 0.08% | 0.09% | 321 | +30 | 0.68% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,413 | 428 | 0.01% | 0.03% | 322 | -8,982 | -67.05% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 4,401 | 428 | 0.02% | 0.03% | 323 | -761 | -14.74% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,396 | 427 | 0.0% | 0.01% | 324 | -1,717 | -28.09% | Q4 2025 | Jan 26, 2026 |
| Realta Investment Advisors | History | No change | 4,370 | 424 | 0.14% | 0.14% | 325 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,300 | 418 | 0.0% | — | 326 | +4,300 | New | Q4 2025 | Feb 12, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 4,282 | 416 | 0.01% | 0.17% | 327 | -60,499 | -93.39% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 4,242 | 412 | 0.0% | 0.0% | 328 | +410 | 10.7% | Q4 2025 | Feb 12, 2026 |
| Peak Financial Management, Inc. | History | Added to | 4,232 | 411 | 0.11% | 0.11% | 329 | +55 | 1.32% | Q4 2025 | Jan 23, 2026 |
| Maridea Wealth Management LLC | History | Added to | 4,197 | 407 | 0.06% | 0.06% | 331 | +17 | 0.41% | Q4 2025 | Jan 08, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 4,187 | 407 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 4,174 | 405 | 0.05% | 0.05% | 332 | +601 | 16.82% | Q4 2025 | Feb 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 4,113 | 399 | 0.42% | 0.47% | 333 | -242 | -5.56% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,036 | 392 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,027 | 391 | 0.01% | 0.02% | 335 | -555 | -12.11% | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 4,030 | 391 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,971 | 386 | 0.01% | 0.01% | 337 | -62 | -1.54% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Partners, LLC | History | New | 3,966 | 385 | 0.1% | — | 338 | +3,966 | New | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 3,931 | 382 | 0.0% | 0.0% | 339 | +193 | 5.16% | Q4 2025 | Feb 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 3,910 | 380 | 0.0% | 0.0% | 340 | +75 | 1.96% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,869 | 376 | 0.0% | 0.0% | 341 | -8,178 | -67.88% | Q4 2025 | Jan 30, 2026 |
| National Wealth Management Group, LLC | History | New | 3,863 | 375 | 0.13% | — | 342 | +3,863 | New | Q4 2025 | Jan 12, 2026 |
| GTS SECURITIES LLC | History | New | 3,821 | 371 | 0.01% | — | 343 | +3,821 | New | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,820 | 371 | 0.01% | 0.01% | 344 | -191 | -4.76% | Q4 2025 | Jan 29, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 3,809 | 370 | 0.01% | 0.01% | 345 | -133 | -3.37% | Q4 2025 | Feb 03, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 3,782 | 367 | 0.23% | 0.21% | 346 | +545 | 16.84% | Q4 2025 | Jan 21, 2026 |
| Sterling Investment Counsel, LLC | History | New | 3,838 | 366 | 0.1% | — | 347 | +3,838 | New | Q4 2025 | Jan 27, 2026 |
| Midwest Trust Co | History | Reduced | 3,716 | 361 | 0.0% | 0.01% | 348 | -371 | -9.08% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 3,700 | 359 | 0.02% | 0.01% | 349 | +1,342 | 56.91% | Q4 2025 | Jan 21, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 3,700 | 359 | 0.24% | 0.24% | 350 | -100 | -2.63% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 3,682 | 357 | 0.0% | — | 351 | +3,682 | New | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,660 | 355 | 0.0% | 0.08% | 352 | -68,730 | -94.94% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 3,641 | 353 | 0.02% | 0.02% | 353 | +292 | 8.72% | Q4 2025 | Feb 10, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 3,620 | 351 | 0.1% | 0.1% | 354 | +283 | 8.48% | Q4 2025 | Feb 09, 2026 |
| COMMERCE BANK | History | Reduced | 3,538 | 343 | 0.0% | 0.0% | 355 | -1,075 | -23.3% | Q4 2025 | Feb 13, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 3,536 | 343 | 0.09% | 0.12% | 356 | -786 | -18.19% | Q4 2025 | Jan 14, 2026 |
| Argent Trust Co | History | Reduced | 3,526 | 342 | 0.01% | 0.01% | 357 | -157 | -4.26% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 3,493 | 339 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Capital Analysts, LLC | History | Added to | 3,424 | 333 | 0.01% | 0.01% | 359 | +124 | 3.76% | Q4 2025 | Feb 11, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 3,434 | 333 | 0.28% | 0.29% | 360 | +33 | 0.97% | Q4 2025 | Jan 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 3,352 | 325 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Heritage Trust Co | History | No change | 3,347 | 325 | 0.03% | 0.03% | 362 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 3,306 | 321 | 0.05% | 0.05% | 363 | -72 | -2.13% | Q4 2025 | Feb 12, 2026 |
| McLean Asset Management Corp | History | No change | 3,245 | 317 | 0.06% | 0.07% | 364 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 3,223 | 313 | 0.16% | 0.16% | 365 | +15 | 0.47% | Q4 2025 | Jan 29, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 3,212 | 312 | 0.09% | 0.09% | 366 | +128 | 4.15% | Q4 2025 | Jan 22, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 3,207 | 311 | 0.14% | 0.22% | 368 | -1,578 | -32.98% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,208 | 311 | 0.0% | 0.0% | 367 | +261 | 8.86% | Q4 2025 | Feb 09, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,193 | 310 | 0.01% | 0.01% | 369 | +63 | 2.01% | Q4 2025 | Jan 12, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 3,183 | 309 | 0.13% | 0.13% | 370 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,172 | 308 | 0.01% | 0.01% | 371 | -2,228 | -41.26% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Added to | 3,153 | 306 | 0.01% | 0.01% | 372 | +75 | 2.44% | Q4 2025 | Feb 02, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Added to | 3,143 | 305 | 0.2% | 0.2% | 373 | +10 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 3,100 | 301 | 0.13% | 0.15% | 374 | -268 | -7.96% | Q4 2025 | Jan 28, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 3,026 | 294 | 0.56% | 1.03% | 375 | -5,359 | -63.91% | Q4 2025 | Jan 21, 2026 |
| StoneX Group Inc. | History | New | 3,006 | 292 | 0.01% | — | 376 | +3,006 | New | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | No change | 3,000 | 291 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| October Effect Ltd | History | Added to | 2,978 | 289 | 0.32% | 0.32% | 378 | +49 | 1.67% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,972 | 288 | 0.0% | 0.0% | 379 | -242 | -7.53% | Q4 2025 | Feb 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 2,937 | 285 | 0.01% | 0.01% | 380 | -361 | -10.95% | Q4 2025 | Jan 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,921 | 283 | 0.01% | 0.02% | 381 | -1,337 | -31.4% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,905 | 282 | 0.0% | 0.0% | 382 | -335 | -10.34% | Q4 2025 | Feb 11, 2026 |
| AlphaCentric Advisors LLC | History | New | 2,892 | 281 | 0.28% | — | 384 | +2,892 | New | Q4 2025 | Feb 12, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 2,873 | 281 | 0.36% | 0.54% | 383 | -880 | -23.45% | Q4 2025 | Feb 23, 2026 |
| Kovack Advisors, Inc. | History | New | 2,854 | 277 | 0.01% | — | 385 | +2,854 | New | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 2,825 | 274 | 0.0% | — | 386 | +2,825 | New | Q4 2025 | Jan 16, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 2,803 | 272 | 0.07% | 0.07% | 387 | +153 | 5.77% | Q4 2025 | Feb 03, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 2,790 | 271 | 0.15% | 0.16% | 388 | +47 | 1.71% | Q4 2025 | Jan 30, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 2,776 | 269 | 0.0% | 0.01% | 389 | -24,673 | -89.89% | Q4 2025 | Feb 13, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 2,773 | 269 | 0.6% | 2.67% | 390 | -9,120 | -76.68% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,765 | 268 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Synergy Asset Management, LLC | History | New | 2,689 | 261 | 0.03% | — | 392 | +2,689 | New | Q4 2025 | Jan 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | New | 2,664 | 258 | 0.01% | — | 393 | +2,664 | New | Q4 2025 | Feb 04, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 2,624 | 255 | 0.15% | 0.12% | 395 | +500 | 23.54% | Q4 2025 | Jan 06, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 2,612 | 255 | 0.02% | 0.02% | 394 | -1 | -0.04% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 2,610 | 253 | 0.01% | — | 397 | +2,610 | New | Q4 2025 | Feb 13, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 2,612 | 253 | 0.1% | 0.08% | 396 | +411 | 18.67% | Q4 2025 | Feb 11, 2026 |
| Bridgewater Associates, LP | History | No change | 2,598 | 252 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 2,568 | 250 | 0.03% | 0.03% | 399 | -142 | -5.24% | Q4 2025 | Jan 14, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 2,555 | 248 | 0.09% | 0.18% | 400 | -2,588 | -50.32% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,532 | 246 | 0.0% | 0.01% | 401 | -5,047 | -66.59% | Q4 2025 | Feb 17, 2026 |
| Broadview Financial Management, LLC | History | Added to | 2,538 | 246 | 0.16% | 0.17% | 402 | +26 | 1.04% | Q4 2025 | Feb 13, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 2,500 | 243 | 0.09% | 0.09% | 403 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 2,500 | 243 | 0.15% | 0.16% | 404 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Joseph Group Capital Management | History | Reduced | 2,492 | 242 | 0.06% | 0.08% | 405 | -237 | -8.68% | Q4 2025 | Jan 30, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 2,478 | 240 | 0.22% | — | 406 | +2,478 | New | Q4 2025 | Feb 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 2,460 | 239 | 0.45% | — | 407 | +2,460 | New | Q4 2025 | Feb 18, 2026 |
| BOSTON FAMILY OFFICE LLC | History | New | 2,445 | 238 | 0.02% | — | 408 | +2,445 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,451 | 238 | 0.0% | 0.0% | 409 | -205 | -7.72% | Q4 2025 | Feb 11, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 2,445 | 237 | 0.07% | 0.08% | 410 | -203 | -7.67% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,438 | 236 | 0.01% | 0.02% | 411 | -317 | -11.51% | Q4 2025 | Feb 06, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,401 | 233 | 0.06% | 0.05% | 412 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUB Investment Partners, LLC | History | No change | 2,404 | 233 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 2,371 | 230 | 0.06% | 0.07% | 414 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,359 | 229 | 0.01% | 0.01% | 415 | -284 | -10.75% | Q4 2025 | Feb 05, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 2,339 | 227 | 0.1% | 0.11% | 416 | -25 | -1.06% | Q4 2025 | Jan 28, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 2,318 | 226 | 0.01% | 0.02% | 417 | -2,854 | -55.18% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 2,318 | 225 | 0.0% | 0.04% | 418 | -17,440 | -88.27% | Q4 2025 | Feb 19, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,370 | 223 | 0.0% | 0.0% | 420 | +775 | 21.56% | Q4 2025 | Mar 09, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,300 | 223 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 2,287 | 222 | 0.12% | 0.13% | 421 | -188 | -7.6% | Q4 2025 | Feb 23, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 2,275 | 221 | 0.09% | 0.12% | 422 | -520 | -18.6% | Q4 2025 | Jan 20, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 2,271 | 220 | 0.06% | 0.07% | 423 | -108 | -4.54% | Q4 2025 | Jan 14, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 2,248 | 218 | 0.21% | 0.23% | 425 | -173 | -7.15% | Q4 2025 | Feb 04, 2026 |
| Keystone Financial Group | History | Added to | 2,250 | 218 | 0.02% | 0.02% | 424 | +23 | 1.03% | Q4 2025 | Feb 06, 2026 |
| BEACON FINANCIAL GROUP | History | New | 2,233 | 217 | 0.02% | — | 426 | +2,233 | New | Q4 2025 | Apr 01, 2026 |
| Sovran Advisors, LLC | History | No change | 2,222 | 217 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| King Wealth Management Group | History | Reduced | 2,199 | 214 | 0.03% | 0.03% | 428 | -302 | -12.08% | Q4 2025 | Feb 09, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 2,176 | 211 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,120 | 206 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 2,099 | 204 | 0.06% | 0.19% | 431 | -4,214 | -66.75% | Q4 2025 | Feb 05, 2026 |
| Petix & Botte Co | History | No change | 2,080 | 202 | 0.05% | 0.05% | 432 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,983 | 192 | 0.01% | 0.01% | 433 | +590 | 42.35% | Q4 2025 | Feb 06, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 1,913 | 185 | 0.06% | 0.59% | 434 | -18,404 | -90.58% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,891 | 183 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| North Star Investment Management Corp. | History | New | 1,550 | 150 | 0.01% | — | 437 | +1,550 | New | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,546 | 150 | 0.01% | 0.01% | 436 | +4 | 0.26% | Q4 2025 | Jan 29, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 1,541 | 149 | 0.04% | 0.04% | 438 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,504 | 146 | 0.06% | — | 440 | +1,504 | New | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | Added to | 1,507 | 146 | 0.0% | 0.0% | 439 | +1,128 | 297.63% | Q4 2025 | Jan 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,499 | 145 | 0.0% | 0.0% | 441 | +122 | 8.86% | Q4 2025 | Feb 09, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 1,497 | 145 | 0.22% | 0.2% | 442 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,470 | 142 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,457 | 141 | 0.0% | 0.0% | 444 | +987 | 210.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,202 | 116 | 0.01% | — | 445 | +1,202 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,196 | 116 | 0.02% | — | 446 | +1,196 | New | Q4 2025 | Feb 09, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,146 | 111 | 0.01% | 0.01% | 447 | -47 | -3.94% | Q4 2025 | Jan 28, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,090 | 105 | 0.01% | 0.01% | 448 | -119 | -9.84% | Q4 2025 | Feb 13, 2026 |
| Merited Wealth, LLC | History | New | 1,051 | 102 | 0.09% | — | 449 | +1,051 | New | Q4 2025 | Mar 26, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,000 | 97 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Activest Wealth Management | History | No change | 955 | 92 | 0.02% | 0.02% | 451 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clark Wealth Partners | History | No change | 942 | 91 | 0.06% | 0.06% | 452 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 932 | 90 | 0.01% | — | 453 | +932 | New | Q4 2025 | Feb 03, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 932 | 90 | 0.05% | 0.06% | 454 | -684 | -42.33% | Q4 2025 | Feb 18, 2026 |
| EPG Wealth Management LLC | History | No change | 920 | 89 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 820 | 80 | 0.01% | 0.0% | 456 | -180 | -18.0% | Q4 2025 | Feb 02, 2026 |
| Banque Cantonale Vaudoise | History | No change | 812 | 79 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 800 | 77 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 768 | 74 | 0.0% | 0.0% | 459 | +202 | 35.69% | Q4 2025 | Feb 17, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 771 | 74 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bogart Wealth, LLC | History | No change | 760 | 73 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TORONTO DOMINION BANK | History | New | 729 | 70 | 0.0% | — | 462 | +729 | New | Q4 2025 | Feb 17, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 710 | 69 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Missouri Trust & Investment Co | History | No change | 700 | 68 | 0.02% | 0.02% | 464 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 696 | 67 | 0.04% | 0.07% | 465 | -428 | -38.08% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 686 | 66 | 0.0% | 0.01% | 466 | -288 | -29.57% | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | New | 647 | 62 | 0.03% | — | 468 | +647 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 644 | 62 | 0.02% | 0.02% | 467 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 624 | 60 | 0.0% | 0.0% | 470 | -93 | -12.97% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 625 | 60 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 613 | 59 | 0.0% | — | 471 | +613 | New | Q4 2025 | Feb 05, 2026 |
| DV Trading LLC | History | New | 533 | 51 | 0.0% | — | 472 | +533 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 532 | 51 | 0.01% | — | 473 | +532 | New | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 515 | 50 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | New | 514 | 49 | 0.03% | — | 476 | +514 | New | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Reduced | 510 | 49 | 0.0% | 0.0% | 475 | -17 | -3.23% | Q4 2025 | Feb 13, 2026 |
| Basepoint Wealth LLC | History | New | 424 | 41 | 0.02% | — | 478 | +424 | New | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 425 | 41 | 0.0% | 0.0% | 477 | +2 | 0.47% | Q4 2025 | Jan 20, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 413 | 40 | 0.01% | 0.01% | 479 | +296 | 252.99% | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 404 | 39 | 0.02% | — | 482 | +404 | New | Q4 2025 | Feb 18, 2026 |
| Pacifica Partners Inc. | History | Added to | 410 | 39 | 0.02% | 0.0% | 481 | +310 | 310.0% | Q4 2025 | Jan 09, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 403 | 39 | 0.0% | 0.0% | 480 | -179 | -30.76% | Q4 2025 | Feb 04, 2026 |
| Principia Wealth Advisory, LLC | History | New | 400 | 38 | 0.02% | — | 483 | +400 | New | Q4 2025 | Feb 10, 2026 |
| Olistico Wealth, LLC | History | New | 372 | 36 | 0.02% | — | 484 | +372 | New | Q4 2025 | Jan 13, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 360 | 35 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Prestige Wealth Management Group LLC | History | New | 355 | 34 | 0.01% | — | 486 | +355 | New | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | No change | 352 | 34 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 342 | 33 | 0.03% | 0.02% | 488 | +175 | 104.79% | Q4 2025 | Feb 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 315 | 30 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 305 | 29 | 0.02% | 0.02% | 490 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BALLAST ADVISORS LLC | History | No change | 290 | 28 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 264 | 25 | 0.01% | — | 492 | +264 | New | Q4 2025 | Feb 03, 2026 |
| Evolution Advisers, Inc. | History | New | 249 | 24 | 0.01% | — | 494 | +249 | New | Q4 2025 | Jan 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 254 | 24 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Seneschal Advisors, LLC | History | No change | 250 | 24 | 0.02% | 0.02% | 495 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dorato Capital Management | History | New | 239 | 23 | 0.02% | — | 497 | +239 | New | Q4 2025 | Jan 16, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 239 | 23 | 0.0% | 0.0% | 496 | -1 | -0.42% | Q4 2025 | Feb 12, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 231 | 22 | 0.13% | 0.1% | 498 | -231 | -50.0% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 223 | 21 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 209 | 20 | 0.02% | 0.02% | 501 | -11 | -5.0% | Q4 2025 | Jan 29, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 214 | 20 | 0.01% | 0.01% | 500 | +5 | 2.39% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | Reduced | 204 | 19 | 0.01% | 0.02% | 504 | -94 | -31.54% | Q4 2025 | Feb 18, 2026 |
| GW&K Investment Management, LLC | History | No change | 200 | 19 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Independence Bank of Kentucky | History | No change | 200 | 19 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 180 | 17 | 0.0% | 0.0% | 505 | +149 | 480.65% | Q4 2025 | Jan 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 170 | 16 | 0.01% | — | 508 | +170 | New | Q4 2025 | Feb 11, 2026 |
| Front Row Advisors LLC | History | No change | 169 | 16 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | No change | 166 | 16 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ST GERMAIN D J CO INC | History | No change | 157 | 15 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SHP Wealth Management | History | New | 146 | 14 | 0.0% | — | 511 | +146 | New | Q4 2025 | Mar 04, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 148 | 14 | 0.0% | 0.0% | 510 | -102 | -40.8% | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | Added to | 143 | 13 | 0.0% | 0.0% | 512 | +64 | 81.01% | Q4 2025 | Jan 14, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 125 | 12 | 0.01% | 0.01% | 513 | +15 | 13.64% | Q4 2025 | Jan 08, 2026 |
| Richardson Capital Management LLC | History | No change | 126 | 12 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 132 | 12 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 125 | 12 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| REAP Financial Group, LLC | History | No change | 119 | 11 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 111 | 10 | 0.0% | — | 519 | +110 | 11000.0% | Q4 2025 | Feb 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 105 | 10 | 0.0% | 0.0% | 518 | +1 | 0.96% | Q4 2025 | Jan 15, 2026 |
| Davis Capital Management | History | No change | 104 | 10 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sachetta, LLC | History | Reduced | 99 | 9 | 0.0% | 0.05% | 523 | -1,376 | -93.29% | Q4 2025 | Feb 02, 2026 |
| Strategic Advocates LLC | History | No change | 93 | 9 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rakuten Securities, Inc. | History | No change | 102 | 9 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 88 | 8 | 0.0% | 0.0% | 524 | +2 | 2.33% | Q4 2025 | Jan 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 82 | 7 | 0.0% | — | 527 | +82 | New | Q4 2025 | Jan 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 73 | 7 | 0.0% | 0.0% | 525 | +33 | 82.5% | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | No change | 78 | 7 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 66 | 6 | 0.0% | — | 528 | +66 | New | Q4 2025 | Jan 20, 2026 |
| Bank of New Hampshire | History | New | 66 | 6 | 0.0% | — | 531 | +66 | New | Q4 2025 | Mar 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 64 | 6 | 0.0% | 0.0% | 530 | +46 | 255.56% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 63 | 6 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 48 | 5 | 0.0% | — | 533 | +48 | New | Q4 2025 | Feb 12, 2026 |
| ORG Wealth Partners, LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OPTIMA CAPITAL LLC | History | New | 49 | 4 | 0.0% | — | 534 | +49 | New | Q4 2025 | Jan 23, 2026 |
| McIlrath & Eck, LLC | History | Added to | 40 | 3 | 0.0% | 0.0% | 535 | +1 | 2.56% | Q4 2025 | Feb 03, 2026 |
| TSFG, LLC | History | No change | 32 | 3 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arlington Trust Co LLC | History | New | 30 | 2 | 0.0% | — | 541 | +30 | New | Q4 2025 | Jan 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 21 | 2 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Bridge, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Founders Capital Management | History | No change | 24 | 2 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 22 | 2 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Friedenthal Financial | History | Reduced | 19 | 1 | 0.0% | 0.0% | 543 | -76 | -80.0% | Q4 2025 | Jan 27, 2026 |
| Covestor Ltd | History | Reduced | 5 | 1 | 0.0% | 0.0% | 544 | -15 | -75.0% | Q4 2025 | Feb 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 15 | 1 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.84% | — | -201,975 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -82,437 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -66,798 | -100.0% | Q3 2025 | Oct 29, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,315 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -20,865 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Closed out | 0 | 0 | — | 1.53% | — | -17,389 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,389 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -15,725 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Prentice Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -14,874 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -12,873 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Lorne Steinberg Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -12,510 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.15% | — | -11,884 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,563 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.14% | — | -8,191 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Stanich Group LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -6,846 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,741 | -100.0% | Q3 2025 | Nov 06, 2025 |
| International Private Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -6,577 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -6,272 | -100.0% | Q3 2025 | Oct 29, 2025 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -6,113 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -5,831 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,514 | -100.0% | Q3 2025 | Oct 30, 2025 |
| ROMAN BUTLER FULLERTON & CO | History | Closed out | 0 | 0 | — | 0.13% | — | -4,966 | -100.0% | Q3 2025 | Nov 06, 2025 |
| RWA WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,646 | -100.0% | Q3 2025 | Nov 10, 2025 |
| IAMS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,632 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -4,521 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PAX Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,905 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,897 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,627 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Private Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,552 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,513 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,997 | -100.0% | Q3 2025 | Nov 13, 2025 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,714 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,477 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,471 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,367 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,354 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,274 | -100.0% | Q3 2025 | Oct 23, 2025 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,140 | -100.0% | Q3 2025 | Oct 06, 2025 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,084 | -100.0% | Q3 2025 | Nov 14, 2025 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,072 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,636 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,018 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -652 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Dogwood Wealth Management LLC | History | Reduced | 1 | 0 | — | 0.03% | — | -639 | -99.84% | Q4 2025 | Feb 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -529 | -100.0% | Q3 2025 | Oct 08, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TRUST CO OF VERMONT | History | Reduced | 1 | 0 | — | 0.0% | — | -418 | -99.76% | Q4 2025 | Jan 16, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.03% | — | -400 | -100.0% | Q3 2025 | Oct 07, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -319 | -100.0% | Q3 2025 | Oct 09, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2025 | Oct 29, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Darwin Wealth Management, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -10 | -52.63% | Q4 2025 | Jan 22, 2026 |
| Crewe Advisors LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 16, 2026 |
| Wilkerson Advisory Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Key Capital Management, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 26, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 14, 2026 |
| Strive Financial Group ,LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 18, 2026 |
| CITY HOLDING CO | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BNP PARIBAS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Concord Wealth Partners | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |