Nuveen Preferred & Income Opportunities Fund - JPC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 6,918,424 | 56,108 | 0.0% | 0.0% | 1 | -526,888 | -7.08% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,522,267 | 36,675 | 0.0% | 0.0% | 2 | +140,418 | 3.2% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,403,045 | 35,708 | 0.01% | 0.01% | 3 | -92,485 | -2.06% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 4,314,973 | 34,994 | 0.01% | 0.01% | 4 | +130,250 | 3.11% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,823,922 | 31,012 | 0.01% | 0.01% | 5 | +344,530 | 9.9% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Added to | 3,151,446 | 25,558 | 0.0% | 0.0% | 6 | +130,564 | 4.32% | Q4 2025 | Feb 19, 2026 |
| LPL Financial LLC | History | Added to | 2,252,995 | 18,271 | 0.0% | 0.01% | 7 | +17,976 | 0.8% | Q4 2025 | Feb 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,896,826 | 15,383 | 0.11% | 0.11% | 8 | -8,370 | -0.44% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,235,664 | 10,021 | 0.01% | 0.02% | 9 | -638,253 | -34.06% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,211,339 | 9,823 | 0.02% | 0.02% | 10 | +43,990 | 3.77% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,190,306 | 9,653 | 0.01% | 0.01% | 11 | -16,867 | -1.4% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,130,474 | 9,169 | 0.0% | — | 12 | +1,130,474 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,115,920 | 9,050 | 0.02% | 0.02% | 13 | +9,282 | 0.84% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 1,025,620 | 8,317 | 0.01% | 0.01% | 14 | +27,078 | 2.71% | Q4 2025 | Feb 11, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 1,002,592 | 8,131 | 0.96% | 0.99% | 15 | -4,313 | -0.43% | Q4 2025 | Jan 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 961,953 | 7,801 | 0.16% | 0.19% | 16 | -36,746 | -3.68% | Q4 2025 | Feb 03, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 926,024 | 7,510 | 6.2% | 6.59% | 17 | -18,110 | -1.92% | Q4 2025 | Feb 19, 2026 |
| Penserra Capital Management LLC | History | Added to | 922,135 | 7,478 | 0.09% | 0.08% | 18 | +85,390 | 10.21% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 818,097 | 6,634 | 0.11% | 0.14% | 19 | -200,409 | -19.68% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 787,910 | 6,389 | 0.01% | 0.01% | 20 | -240,219 | -23.36% | Q4 2025 | Feb 02, 2026 |
| COHEN & STEERS, INC. | History | No change | 785,251 | 6,368 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 757,993 | 6,147 | 0.0% | 0.0% | 22 | -2,942 | -0.39% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 733,307 | 5,947 | 0.01% | 0.01% | 23 | +112,236 | 18.07% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 657,118 | 5,329 | 0.02% | 0.02% | 24 | +237,977 | 56.78% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 536,132 | 4,364 | 0.11% | 0.11% | 25 | +3,629 | 0.68% | Q4 2025 | Jan 28, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 536,942 | 4,354 | 0.19% | 0.19% | 26 | -1,046 | -0.19% | Q4 2025 | Feb 10, 2026 |
| FCA CORP /TX | History | Added to | 515,677 | 4,182 | 1.18% | 1.08% | 27 | +42,116 | 8.89% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 502,224 | 4,073 | 0.05% | 0.05% | 28 | -7,628 | -1.5% | Q4 2025 | Jan 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 480,149 | 3,894 | 0.0% | 0.0% | 29 | +12,521 | 2.68% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | No change | 454,537 | 3,753 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 440,000 | 3,568 | 100.0% | 100.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 437,632 | 3,549 | 0.0% | 0.0% | 32 | -139,797 | -24.21% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 423,675 | 3,436 | 0.01% | 0.01% | 33 | -32,955 | -7.22% | Q4 2025 | Feb 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 373,908 | 3,032 | 0.1% | 0.15% | 34 | -137,394 | -26.87% | Q4 2025 | Jan 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 353,598 | 2,885 | 0.0% | 0.0% | 35 | +47,581 | 15.55% | Q4 2025 | Jan 08, 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | History | Reduced | 348,264 | 2,824 | 0.96% | 1.11% | 36 | -4,152 | -1.18% | Q4 2025 | Jan 28, 2026 |
| Fiera Capital Corp | History | Added to | 346,849 | 2,812 | 0.01% | 0.01% | 37 | +70,282 | 25.41% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 340,448 | 2,761 | 0.01% | 0.01% | 38 | +10,745 | 3.26% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 336,817 | 2,731 | 0.01% | 0.01% | 39 | +117,613 | 53.65% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 326,921 | 2,651 | 0.01% | 0.01% | 40 | +68,053 | 26.29% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 318,905 | 2,586 | 0.0% | 0.0% | 41 | +203,579 | 176.52% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 314,730 | 2,552 | 0.04% | 0.05% | 42 | -21,441 | -6.38% | Q4 2025 | Jan 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 300,000 | 2,433 | 0.18% | 0.19% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 292,799 | 2,374 | 0.23% | 0.25% | 44 | -23,288 | -7.37% | Q4 2025 | Feb 17, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 274,024 | 2,222 | 0.52% | 0.54% | 45 | -358 | -0.13% | Q4 2025 | Jan 16, 2026 |
| MSH Capital Advisors LLC | History | Added to | 258,815 | 2,098 | 0.45% | 0.56% | 46 | +5,049 | 1.99% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 246,620 | 2,000 | 0.01% | 0.01% | 47 | -3,803 | -1.52% | Q4 2025 | Jan 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 237,856 | 1,929 | 0.0% | 0.0% | 48 | +952 | 0.4% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 222,344 | 1,803 | 0.06% | 0.07% | 49 | -8,668 | -3.75% | Q4 2025 | Jan 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 209,431 | 1,691 | 0.04% | 0.02% | 50 | +90,513 | 76.11% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 202,186 | 1,639 | 0.01% | 0.01% | 51 | -24,300 | -10.73% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 196,865 | 1,596 | 0.04% | 0.04% | 52 | +1,509 | 0.77% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Added to | 189,627 | 1,537 | 0.01% | 0.01% | 53 | +48,473 | 34.34% | Q4 2025 | Feb 17, 2026 |
| Wright Wealth LLC | History | New | 172,985 | 1,402 | 0.91% | — | 54 | +172,985 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 161,712 | 1,312 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Added to | 158,854 | 1,288 | 0.02% | 0.01% | 56 | +86,362 | 119.13% | Q4 2025 | Feb 13, 2026 |
| E&G Advisors, LP | History | Reduced | 158,245 | 1,281 | 0.29% | 0.32% | 57 | -8,991 | -5.38% | Q4 2025 | Jan 23, 2026 |
| Sowell Financial Services LLC | History | Reduced | 154,997 | 1,257 | 0.05% | 0.05% | 58 | -280 | -0.18% | Q4 2025 | Jan 21, 2026 |
| Thoma Capital Management LLC | History | Reduced | 154,498 | 1,252 | 0.72% | 2.04% | 59 | -279,073 | -64.37% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 150,238 | 1,218 | 0.01% | 0.01% | 60 | -5,865 | -3.76% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 146,735 | 1,190 | 0.0% | 0.0% | 61 | +16,676 | 12.82% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 130,528 | 1,058 | 0.03% | 0.03% | 62 | +3,500 | 2.76% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 123,451 | 1,001 | 0.02% | 0.02% | 63 | +10,730 | 9.52% | Q4 2025 | Jan 14, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 118,931 | 964 | 0.34% | 0.34% | 64 | -1,438 | -1.19% | Q4 2025 | Jan 30, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 111,354 | 903 | 0.03% | 0.03% | 65 | -7,861 | -6.59% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 109,682 | 889 | 0.01% | 0.01% | 66 | +212 | 0.19% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 104,883 | 850 | 0.08% | 0.11% | 67 | -27,435 | -20.73% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 101,834 | 825 | 0.02% | 0.03% | 68 | -5,032 | -4.71% | Q4 2025 | Feb 05, 2026 |
| Palogic Value Management, L.P. | History | Added to | 100,564 | 815 | 0.34% | 0.33% | 69 | +247 | 0.25% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 100,323 | 813 | 0.01% | 0.0% | 70 | +81,997 | 447.44% | Q4 2025 | Mar 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 98,358 | 803 | 0.04% | 0.05% | 71 | -8,523 | -7.97% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 97,432 | 790 | 0.01% | 0.0% | 72 | +54,325 | 126.02% | Q4 2025 | Feb 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 97,108 | 787 | 0.45% | 0.47% | 73 | -122 | -0.13% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 96,870 | 785 | 0.02% | 0.02% | 74 | +16,004 | 19.79% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 95,424 | 773 | 0.01% | 0.01% | 75 | +39,176 | 69.65% | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | Added to | 90,506 | 734 | 0.16% | 0.19% | 76 | +3,473 | 3.99% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Reduced | 88,269 | 715 | 0.02% | 0.03% | 77 | -1,494 | -1.66% | Q4 2025 | Jan 14, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 86,884 | 704 | 0.37% | 0.32% | 78 | +13,579 | 18.52% | Q4 2025 | Feb 02, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 86,571 | 702 | 0.13% | 0.13% | 79 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Mariner, LLC | History | Added to | 85,794 | 695 | 0.0% | 0.0% | 80 | +3,283 | 3.98% | Q4 2025 | Feb 13, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 85,354 | 692 | 0.16% | 0.17% | 81 | -3,700 | -4.15% | Q4 2025 | Jan 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 83,682 | 678 | 0.02% | 0.02% | 82 | +9,692 | 13.1% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Reduced | 77,525 | 628 | 0.03% | 0.03% | 83 | -5,305 | -6.4% | Q4 2025 | Feb 12, 2026 |
| Bramshill Investments, LLC | History | Added to | 75,805 | 614 | 0.03% | 0.04% | 84 | +519 | 0.69% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | No change | 75,613 | 613 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RVW Wealth, LLC | History | No change | 70,922 | 575 | 0.04% | 0.05% | 86 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Anchor Capital Management Group Inc | History | No change | 70,000 | 574 | 0.29% | 0.29% | 87 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Abel Hall, LLC | History | No change | 70,000 | 567 | 0.13% | 0.23% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Accel Wealth Management | History | Reduced | 68,329 | 554 | 0.15% | 0.17% | 89 | -2,336 | -3.31% | Q4 2025 | Jan 20, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 67,748 | 549 | 0.12% | 0.13% | 90 | -302 | -0.44% | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 67,631 | 548 | 0.01% | 0.01% | 91 | +8,917 | 15.19% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 67,421 | 546 | 0.01% | 0.01% | 92 | -1,648 | -2.39% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 66,236 | 537 | 0.03% | 0.03% | 93 | -2,274 | -3.32% | Q4 2025 | Feb 10, 2026 |
| Live Oak Private Wealth LLC | History | No change | 65,572 | 531 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 63,701 | 516 | 0.0% | 0.0% | 95 | -948 | -1.47% | Q4 2025 | Jan 29, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 63,250 | 512 | 0.21% | 0.21% | 96 | +2,000 | 3.27% | Q4 2025 | Feb 04, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 58,444 | 473 | 0.05% | 0.06% | 97 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 56,922 | 461 | 0.03% | 0.04% | 98 | -4,997 | -8.07% | Q4 2025 | Feb 03, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 55,837 | 452 | 0.01% | — | 100 | +55,837 | New | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 55,831 | 452 | 0.0% | 0.0% | 99 | -1,162 | -2.04% | Q4 2025 | Feb 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 55,269 | 448 | 0.14% | 0.15% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gridiron Partners, LLC | History | Reduced | 52,969 | 429 | 0.24% | 0.25% | 103 | -1,608,135 | -96.81% | Q4 2025 | Jan 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 52,930 | 429 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 52,811 | 428 | 0.0% | 0.0% | 104 | -58,851 | -52.7% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 52,594 | 426 | 0.01% | 0.0% | 105 | +51,566 | 5016.15% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 52,209 | 423 | 0.0% | 0.0% | 106 | -10,230 | -16.38% | Q4 2025 | Mar 16, 2026 |
| FIRST MERCHANTS CORP | History | New | 51,643 | 418 | 0.02% | — | 107 | +51,643 | New | Q4 2025 | Jan 12, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 50,149 | 406 | 0.17% | 0.14% | 108 | +12,301 | 32.5% | Q4 2025 | Jan 14, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 50,000 | 405 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 49,782 | 403 | 0.17% | 0.25% | 110 | -22,108 | -30.75% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 49,695 | 403 | 0.0% | 0.01% | 111 | +479 | 0.97% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 49,570 | 402 | 0.0% | — | 112 | +49,570 | New | Q4 2025 | Feb 13, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 49,025 | 397 | 0.17% | 0.18% | 113 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NWF Advisory Services Inc. | History | Added to | 46,974 | 380 | 0.04% | 0.04% | 114 | +356 | 0.76% | Q4 2025 | Mar 03, 2026 |
| Investmark Advisory Group LLC | History | Added to | 45,486 | 368 | 0.16% | 0.16% | 115 | +233 | 0.51% | Q4 2025 | Jan 28, 2026 |
| Carson Advisory Inc. | History | Reduced | 45,061 | 365 | 0.19% | 0.2% | 116 | -800 | -1.74% | Q4 2025 | Feb 12, 2026 |
| Operose Advisors LLC | History | No change | 44,465 | 360 | 0.08% | 0.09% | 117 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | New | 43,265 | 350 | 0.01% | — | 118 | +43,265 | New | Q4 2025 | Jan 20, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 42,500 | 344 | 0.02% | 0.03% | 119 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 42,211 | 342 | 0.01% | 0.03% | 121 | -15,589 | -26.97% | Q4 2025 | Feb 04, 2026 |
| Sage Capital Advisors,llc | History | Added to | 42,193 | 342 | 0.08% | 0.08% | 120 | +1,014 | 2.46% | Q4 2025 | Jan 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 40,888 | 331 | 0.0% | 0.0% | 122 | -771 | -1.85% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 39,363 | 319 | 0.02% | 0.02% | 123 | +8,370 | 27.01% | Q4 2025 | Jan 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 38,295 | 310 | 0.04% | — | 124 | +38,295 | New | Q4 2025 | Feb 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 36,794 | 298 | 0.0% | 0.0% | 125 | -9,963 | -21.31% | Q4 2025 | Jan 29, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 35,311 | 286 | 0.19% | 0.2% | 126 | +729 | 2.11% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 35,016 | 283 | 0.0% | 0.0% | 127 | +3,494 | 11.08% | Q4 2025 | Feb 18, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 34,485 | 279 | 0.03% | 0.04% | 128 | -123 | -0.36% | Q4 2025 | Jan 26, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 34,405 | 279 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 34,117 | 276 | 0.01% | 0.01% | 130 | +22,274 | 188.08% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 33,850 | 274 | 0.0% | 0.0% | 131 | +13,924 | 69.88% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 33,396 | 270 | 0.0% | 0.0% | 132 | -200 | -0.6% | Q4 2025 | Feb 13, 2026 |
| Fund Advisors of America Inc/FL | History | New | 32,854 | 266 | 0.24% | — | 133 | +32,854 | New | Q4 2025 | Mar 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 32,255 | 261 | 0.01% | 0.02% | 134 | +2,618 | 8.83% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 32,146 | 260 | 0.01% | 0.01% | 135 | -1,407 | -4.19% | Q4 2025 | Feb 17, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 259 | 0.11% | 0.1% | 136 | -30,171 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vestmark Advisory Solutions, Inc. | History | New | 31,755 | 257 | 0.0% | — | 137 | +31,755 | New | Q4 2025 | Feb 06, 2026 |
| Uptown Financial Advisors LLC | History | No change | 31,600 | 256 | 0.18% | 0.21% | 138 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 31,392 | 254 | 0.01% | 0.02% | 139 | -5,008 | -13.76% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 31,178 | 252 | 0.0% | 0.0% | 141 | +9,180 | 41.73% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | No change | 31,148 | 252 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 30,719 | 249 | 0.11% | 0.11% | 142 | +5,158 | 20.18% | Q4 2025 | Feb 13, 2026 |
| Asset One Wealth Management LLC | History | New | 29,850 | 244 | 0.03% | — | 143 | +29,850 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 29,895 | 242 | 0.0% | 0.0% | 144 | -3,336 | -10.04% | Q4 2025 | Feb 02, 2026 |
| Creative Planning | History | Added to | 29,564 | 239 | 0.0% | 0.0% | 145 | +3,279 | 12.47% | Q4 2025 | Feb 17, 2026 |
| Advisor OS, LLC | History | Reduced | 29,490 | 239 | 0.02% | 0.02% | 146 | -133 | -0.45% | Q4 2025 | Feb 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 29,367 | 238 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 29,059 | 235 | 0.0% | 0.0% | 148 | +3,313 | 12.87% | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | New | 28,107 | 228 | 0.02% | — | 149 | +28,107 | New | Q4 2025 | Feb 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 27,624 | 224 | 0.01% | 0.0% | 151 | +11,139 | 67.57% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | Added to | 27,725 | 224 | 0.03% | 0.03% | 150 | +164 | 0.6% | Q4 2025 | Jan 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 27,144 | 220 | 0.09% | 0.09% | 152 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SageGuard Financial Group, LLC | History | New | 26,722 | 216 | 0.03% | — | 153 | +26,722 | New | Q4 2025 | Jan 27, 2026 |
| Summit Financial, LLC | History | Reduced | 26,466 | 214 | 0.0% | 0.0% | 154 | -97 | -0.37% | Q4 2025 | Feb 13, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 25,997 | 211 | 0.12% | 0.1% | 155 | +5,585 | 27.36% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO | History | Reduced | 25,835 | 210 | 0.0% | 0.0% | 156 | -1,208 | -4.47% | Q4 2025 | Jan 26, 2026 |
| IFG Advisory, LLC | History | Reduced | 25,661 | 208 | 0.01% | 0.01% | 157 | -10,024 | -28.09% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Reduced | 25,398 | 205 | 0.01% | 0.01% | 158 | -15 | -0.06% | Q4 2025 | Jan 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 24,921 | 202 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 24,871 | 201 | 0.0% | — | 160 | +24,871 | New | Q4 2025 | Feb 05, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 24,785 | 201 | 0.12% | — | 161 | +24,785 | New | Q4 2025 | Feb 11, 2026 |
| Catalina Capital Group, LLC | History | Added to | 24,565 | 199 | 0.12% | 0.12% | 162 | +128 | 0.52% | Q4 2025 | Jan 16, 2026 |
| HUB Investment Partners, LLC | History | Added to | 24,462 | 198 | 0.01% | 0.01% | 164 | +4,144 | 20.4% | Q4 2025 | Feb 17, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 24,474 | 198 | 0.04% | 0.04% | 163 | -1,977 | -7.47% | Q4 2025 | Jan 27, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 24,389 | 197 | 0.12% | 0.12% | 165 | +719 | 3.04% | Q4 2025 | Jan 14, 2026 |
| Berger Financial Group, Inc | History | Added to | 24,179 | 196 | 0.01% | 0.01% | 166 | +544 | 2.3% | Q4 2025 | Jan 27, 2026 |
| CHOREO, LLC | History | Reduced | 23,723 | 194 | 0.0% | 0.0% | 167 | -8,252 | -25.81% | Q4 2025 | Jan 23, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 23,465 | 190 | 0.04% | 0.05% | 168 | -1,103 | -4.49% | Q4 2025 | Jan 30, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 23,108 | 187 | 0.04% | 0.03% | 169 | +2,392 | 11.55% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Added to | 22,968 | 186 | 0.01% | 0.01% | 171 | +775 | 3.49% | Q4 2025 | Jan 26, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 22,996 | 186 | 0.12% | 0.13% | 170 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 22,893 | 185 | 0.0% | 0.0% | 172 | +389 | 1.73% | Q4 2025 | Jan 22, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 22,748 | 184 | 0.06% | 0.06% | 173 | -2,874 | -11.22% | Q4 2025 | Feb 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 22,502 | 182 | 0.07% | 0.07% | 174 | +40 | 0.18% | Q4 2025 | Jan 22, 2026 |
| Sage Capital Management, LLC | History | No change | 22,500 | 182 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 22,176 | 179 | 0.03% | 0.03% | 176 | +101 | 0.46% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 21,700 | 175 | 0.0% | 0.0% | 177 | -8,671 | -28.55% | Q4 2025 | Jan 23, 2026 |
| Waterfront Wealth Inc. | History | Added to | 20,673 | 168 | 0.03% | 0.03% | 178 | +11 | 0.05% | Q4 2025 | Jan 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 20,475 | 166 | 0.01% | 0.01% | 179 | +1,300 | 6.78% | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | No change | 20,222 | 164 | 0.02% | 0.03% | 180 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DV Trading LLC | History | New | 20,218 | 163 | 0.0% | — | 182 | +20,218 | New | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 20,071 | 163 | 0.0% | 0.0% | 181 | -3,874 | -16.18% | Q4 2025 | Jan 05, 2026 |
| Vines Capital Management, LLC | History | New | 19,913 | 161 | 0.16% | — | 184 | +19,913 | New | Q4 2025 | Feb 17, 2026 |
| WealthTrust Axiom LLC | History | No change | 19,879 | 161 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 19,365 | 157 | 0.0% | 0.0% | 185 | +610 | 3.25% | Q4 2025 | Feb 17, 2026 |
| Mueller Wealth, LLC | History | New | 19,187 | 155 | 0.13% | — | 186 | +19,187 | New | Q4 2025 | Feb 10, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 18,991 | 154 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 18,952 | 153 | 0.01% | 0.01% | 188 | -2,472 | -11.54% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 18,867 | 153 | 0.0% | 0.0% | 189 | +445 | 2.42% | Q4 2025 | Feb 03, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 18,427 | 149 | 0.0% | 0.0% | 191 | -9,610 | -34.28% | Q4 2025 | Feb 10, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 18,482 | 149 | 0.06% | 0.07% | 192 | -1,350 | -6.81% | Q4 2025 | Feb 13, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 18,373 | 149 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BURNEY CO/ | History | Reduced | 18,289 | 148 | 0.0% | 0.01% | 193 | -3,421 | -15.76% | Q4 2025 | Jan 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 18,352 | 148 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | Added to | 17,902 | 145 | 0.0% | 0.0% | 195 | +564 | 3.25% | Q4 2025 | Feb 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 17,771 | 144 | 0.0% | 0.0% | 196 | +3,607 | 25.47% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 17,640 | 143 | 0.0% | 0.0% | 197 | -20,298 | -53.5% | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 17,521 | 142 | 0.0% | — | 198 | +17,521 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 17,539 | 142 | 0.0% | 0.01% | 200 | -10,191 | -36.75% | Q4 2025 | Feb 17, 2026 |
| JB Capital LLC | History | Added to | 17,568 | 142 | 0.01% | 0.0% | 199 | +3,557 | 25.39% | Q4 2025 | Jan 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 17,322 | 140 | 0.0% | 0.0% | 201 | +791 | 4.78% | Q4 2025 | Mar 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 16,695 | 135 | 0.01% | 0.01% | 203 | +22 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 16,720 | 135 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 16,645 | 134 | 0.0% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 16,426 | 133 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BEACON FINANCIAL GROUP | History | New | 16,112 | 130 | 0.01% | — | 207 | +16,112 | New | Q4 2025 | Apr 01, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 16,109 | 130 | 0.0% | 0.0% | 206 | -667 | -3.98% | Q4 2025 | Feb 03, 2026 |
| Advance Capital Management, Inc. | History | No change | 15,926 | 129 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Realta Investment Advisors | History | Reduced | 15,668 | 127 | 0.04% | 0.06% | 209 | -5,916 | -27.41% | Q4 2025 | Jan 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,362 | 124 | 0.02% | — | 210 | +15,362 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,312 | 124 | 0.0% | 0.0% | 211 | +2,000 | 15.02% | Q4 2025 | Jan 16, 2026 |
| Argentarii, LLC | History | No change | 15,073 | 122 | 0.04% | 0.05% | 212 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Segment Wealth Management, LLC | History | New | 15,006 | 121 | 0.01% | — | 213 | +15,006 | New | Q4 2025 | Jan 29, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 14,901 | 120 | 0.0% | 0.01% | 214 | -1,087 | -6.8% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | No change | 14,722 | 119 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| River Wealth Advisors LLC | History | No change | 14,688 | 119 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 14,560 | 118 | 0.1% | 0.11% | 217 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 14,193 | 115 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| US BANCORP \DE\ | History | Added to | 14,021 | 113 | 0.0% | 0.0% | 219 | +8,044 | 134.58% | Q4 2025 | Jan 30, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 14,000 | 113 | 0.04% | 0.04% | 221 | +1,000 | 7.69% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | No change | 14,011 | 113 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Royal Fund Management, LLC | History | Added to | 13,823 | 112 | 0.01% | 0.02% | 223 | +2,636 | 23.56% | Q4 2025 | Jan 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,843 | 112 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 13,672 | 110 | 0.03% | 0.03% | 225 | +70 | 0.51% | Q4 2025 | Feb 17, 2026 |
| VeraBank, N.A. | History | No change | 13,658 | 110 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MKT Advisors LLC | History | Reduced | 13,388 | 108 | 0.04% | 0.05% | 227 | -3,170 | -19.14% | Q4 2025 | Jan 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 13,426 | 108 | 0.0% | 0.0% | 226 | +156 | 1.18% | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | Reduced | 13,212 | 107 | 0.0% | 0.0% | 228 | -8,299 | -38.58% | Q4 2025 | Feb 03, 2026 |
| Tempo Wealth, LLC | History | New | 13,034 | 105 | 0.02% | — | 231 | +13,034 | New | Q4 2025 | Feb 25, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 13,000 | 105 | 0.0% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 13,000 | 105 | 0.06% | 0.07% | 230 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 12,841 | 104 | 0.01% | 0.01% | 232 | +22 | 0.17% | Q4 2025 | Jan 09, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | New | 12,721 | 103 | 0.03% | — | 234 | +12,721 | New | Q4 2025 | Jan 12, 2026 |
| SFE Investment Counsel | History | No change | 12,816 | 103 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,677 | 102 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strategic Financial Concepts, LLC | History | New | 12,554 | 101 | 0.09% | — | 237 | +12,554 | New | Q4 2025 | Feb 09, 2026 |
| Diesslin Group, Inc. | History | New | 12,528 | 101 | 0.04% | — | 239 | +12,528 | New | Q4 2025 | Feb 25, 2026 |
| Aspire Growth Partners LLC | History | Added to | 12,564 | 101 | 0.07% | 0.07% | 238 | +396 | 3.25% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 12,498 | 101 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Coastline Trust Co | History | No change | 12,143 | 98 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 12,108 | 98 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| American Financial Advisors, LLC | History | New | 12,000 | 97 | 0.01% | — | 244 | +12,000 | New | Q4 2025 | Feb 03, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 12,000 | 97 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 12,000 | 97 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 11,767 | 95 | 0.04% | 0.05% | 245 | -1,360 | -10.36% | Q4 2025 | Feb 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 11,833 | 95 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 11,653 | 94 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Powell Investment Advisors, LLC | History | No change | 11,627 | 94 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LifeSteps Financial, Inc. | History | No change | 11,520 | 93 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 11,428 | 92 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Certified Advisory Corp | History | Added to | 11,320 | 91 | 0.01% | 0.01% | 251 | +269 | 2.43% | Q4 2025 | Jan 12, 2026 |
| Sunpointe, LLC | History | No change | 11,200 | 90 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Oakworth Capital, Inc. | History | New | 10,966 | 88 | 0.0% | — | 254 | +10,966 | New | Q4 2025 | Jan 30, 2026 |
| BankPlus Wealth Management LLC | History | Reduced | 10,892 | 88 | 0.05% | 0.06% | 255 | -615 | -5.34% | Q4 2025 | Feb 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 10,904 | 88 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 10,657 | 86 | 0.01% | — | 257 | +10,657 | New | Q4 2025 | Feb 09, 2026 |
| Fox Hill Wealth Management | History | New | 10,633 | 86 | 0.04% | — | 256 | +10,633 | New | Q4 2025 | Feb 12, 2026 |
| W.H. Cornerstone Investments Inc. | History | New | 10,489 | 85 | 0.05% | — | 258 | +10,489 | New | Q4 2025 | Feb 10, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 10,380 | 84 | 0.06% | 0.06% | 259 | -2,049 | -16.49% | Q4 2025 | Feb 12, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 10,290 | 83 | 0.03% | — | 260 | +10,290 | New | Q4 2025 | Feb 09, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 10,005 | 81 | 0.03% | 0.03% | 261 | -4 | -0.04% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 9,880 | 80 | 0.0% | 0.0% | 262 | -19,965 | -66.9% | Q4 2025 | Feb 02, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 9,888 | 80 | 0.02% | — | 264 | +9,888 | New | Q4 2025 | Jan 28, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 10,000 | 80 | 0.05% | 0.05% | 263 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 9,645 | 78 | 0.0% | 0.0% | 265 | -217 | -2.2% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 9,357 | 75 | 0.01% | 0.01% | 266 | -1,422 | -13.19% | Q4 2025 | Feb 26, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 9,016 | 73 | 0.04% | 0.06% | 267 | -9,016 | -50.0% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 8,799 | 71 | 0.0% | 0.0% | 268 | +626 | 7.66% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | No change | 8,135 | 65 | 0.0% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 8,000 | 64 | 0.0% | 0.0% | 270 | +7,131 | 820.6% | Q4 2025 | Feb 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 7,645 | 62 | 0.01% | — | 271 | +7,645 | New | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 7,493 | 60 | 0.0% | 0.0% | 272 | -2,669 | -26.26% | Q4 2025 | Feb 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 6,248 | 50 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MAI Capital Management | History | Reduced | 5,675 | 46 | 0.0% | 0.0% | 274 | -8,523 | -60.03% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 4,966 | 40 | 0.01% | 0.01% | 275 | +79 | 1.62% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,943 | 40 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 4,483 | 36 | 0.0% | 0.0% | 278 | -1,913 | -29.91% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,489 | 36 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CoreFirst Bank & Trust | History | No change | 4,197 | 34 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,184 | 33 | 0.0% | 0.0% | 280 | +79 | 1.92% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,901 | 31 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 3,749 | 30 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,207 | 26 | 0.0% | — | 283 | +3,207 | New | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,154 | 25 | 0.0% | 0.0% | 284 | +2,000 | 173.31% | Q4 2025 | Feb 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,600 | 21 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 2,499 | 20 | 0.01% | — | 286 | +2,499 | New | Q4 2025 | Feb 04, 2026 |
| WPG Advisers, LLC | History | Reduced | 2,474 | 20 | 0.01% | 0.02% | 287 | -810 | -24.67% | Q4 2025 | Jan 28, 2026 |
| Blue Trust, Inc. | History | No change | 2,398 | 19 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 2,215 | 17 | 0.01% | 0.01% | 289 | -264 | -10.65% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,999 | 16 | 0.0% | — | 291 | +1,999 | New | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 1,999 | 16 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 2,000 | 16 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,900 | 15 | 0.01% | — | 293 | +1,900 | New | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | Added to | 1,713 | 13 | 0.0% | 0.0% | 294 | +559 | 48.44% | Q4 2025 | Jan 23, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,400 | 11 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,249 | 10 | 0.0% | — | 296 | +1,249 | New | Q4 2025 | Feb 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 1,137 | 9 | 0.0% | — | 297 | +1,137 | New | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,229 | 9 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SWAN Capital LLC | History | No change | 995 | 8 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 1,092 | 8 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1,043 | 8 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 902 | 7 | 0.0% | 0.01% | 303 | -3,300 | -78.53% | Q4 2025 | Jan 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 976 | 7 | 0.0% | 0.0% | 302 | +15 | 1.56% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 941 | 7 | 0.0% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 748 | 6 | 0.0% | 0.0% | 305 | -2 | -0.27% | Q4 2025 | Feb 04, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 805 | 6 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Motiv8 Investments LLC | History | New | 627 | 5 | 0.0% | — | 308 | +627 | New | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | No change | 676 | 5 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Caldwell Trust Co | History | No change | 669 | 5 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Darwin Wealth Management, LLC | History | No change | 551 | 4 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LRI Investments, LLC | History | No change | 427 | 3 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Navalign, LLC | History | New | 277 | 2 | 0.0% | — | 314 | +277 | New | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 359 | 2 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 276 | 2 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 350 | 2 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ORG Partners LLC | History | No change | 247 | 2 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 219 | 1 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | No change | 136 | 1 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.09% | — | -529,686 | -100.0% | Q3 2025 | Nov 13, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.06% | — | -179,162 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -85,144 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Everstar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -69,074 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Portfolio Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -40,638 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Penbrook Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -25,710 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,129 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -14,550 | -100.0% | Q3 2025 | Oct 28, 2025 |
| TCFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,525 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -10,687 | -100.0% | Q3 2025 | Oct 29, 2025 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,565 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ellis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,244 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Evolution Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,162 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,771 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,000 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,872 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,681 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -429 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -374 | -100.0% | Q3 2025 | Oct 07, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CBIZ Investment Advisory Services, LLC | History | New | 87 | 0 | — | — | — | +87 | New | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 10 | 0 | — | — | — | -33 | -76.74% | Q4 2025 | Feb 17, 2026 |
| SFAM, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 95 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Pflug Koory, LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |