Janus Detroit Street Trust - JSI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Reduced | 2,412,988 | 125,620 | 0.18% | 0.18% | 1 | -16,439 | -0.68% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,306,604 | 68,217 | 0.09% | 0.1% | 2 | +80,128 | 6.53% | Q4 2025 | Jan 08, 2026 |
| LPL Financial LLC | History | Added to | 1,099,744 | 57,252 | 0.02% | 0.01% | 3 | +342,506 | 45.23% | Q4 2025 | Feb 11, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 884,218 | 46,032 | 3.79% | 3.69% | 4 | +64,713 | 7.9% | Q4 2025 | Jan 27, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 839,414 | 43,699 | 8.8% | 9.19% | 5 | +7,142 | 0.86% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | New | 797,856 | 41,536 | 0.05% | — | 6 | +797,856 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 775,532 | 40,374 | 0.01% | 0.01% | 7 | +242,587 | 45.52% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 684,338 | 35,626 | 0.01% | 0.0% | 8 | +82,802 | 13.77% | Q4 2025 | Jan 29, 2026 |
| ATWOOD & PALMER INC | History | Added to | 684,089 | 35,613 | 2.02% | 2.02% | 9 | +25,956 | 3.94% | Q4 2025 | Jan 28, 2026 |
| Clearwater Capital Advisors, LLC | History | New | 599,398 | 31,204 | 2.6% | — | 10 | +599,398 | New | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 511,412 | 26,624 | 0.15% | 0.0% | 11 | +501,850 | 5248.38% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 505,314 | 26,306 | 0.0% | 0.0% | 12 | +1,171 | 0.23% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 498,889 | 25,965 | 0.01% | 0.0% | 13 | +159,578 | 47.03% | Q4 2025 | Feb 17, 2026 |
| Financial Enhancement Group LLC | History | Added to | 490,883 | 25,643 | 3.34% | 3.3% | 14 | +19,621 | 4.16% | Q4 2025 | Jan 23, 2026 |
| Advisory Resource Group | History | Added to | 487,299 | 25,368 | 4.46% | 3.59% | 15 | +104,676 | 27.36% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 479,303 | 24,953 | 0.07% | 0.06% | 16 | +53,383 | 12.53% | Q4 2025 | Feb 05, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 434,624 | 22,627 | 1.01% | 0.65% | 17 | +183,813 | 73.29% | Q4 2025 | Feb 10, 2026 |
| Marshall Financial Group, LLC | History | Added to | 411,739 | 21,435 | 4.16% | 3.99% | 18 | +20,057 | 5.12% | Q4 2025 | Jan 09, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 386,180 | 20,174 | 2.52% | 2.5% | 19 | +9,464 | 2.51% | Q4 2025 | Feb 06, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 375,276 | 19,536 | 2.72% | 2.64% | 20 | +11,978 | 3.3% | Q4 2025 | Jan 26, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 355,124 | 18,509 | 0.96% | 1.2% | 21 | -28,228 | -7.36% | Q4 2025 | Feb 13, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 326,735 | 17,009 | 7.17% | 7.28% | 22 | -3,250 | -0.98% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Added to | 319,803 | 16,648 | 0.1% | 0.07% | 23 | +103,177 | 47.63% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 297,350 | 15,480 | 0.07% | 0.01% | 24 | +254,614 | 595.78% | Q4 2025 | Feb 17, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 272,130 | 14,167 | 4.49% | 4.56% | 25 | +4,135 | 1.54% | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 240,272 | 12,508 | 0.0% | 0.0% | 26 | -4,321 | -1.77% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 234,527 | 12,209 | 0.0% | 0.0% | 27 | +86,580 | 58.52% | Q4 2025 | Feb 13, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 228,773 | 11,909 | 5.55% | 5.58% | 28 | +2,820 | 1.25% | Q4 2025 | Jan 07, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 225,432 | 11,735 | 1.49% | 1.22% | 29 | +54,656 | 32.0% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 212,916 | 11,084 | 0.0% | — | 30 | +212,916 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 209,218 | 10,891 | 0.22% | 0.25% | 31 | -3,088 | -1.45% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 202,251 | 10,529 | 0.01% | 0.01% | 32 | +10,966 | 5.73% | Q4 2025 | Feb 02, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 180,654 | 9,404 | 0.44% | 0.43% | 33 | +12,657 | 7.53% | Q4 2025 | Feb 13, 2026 |
| Crumly & Associates Inc. | History | Reduced | 179,881 | 9,364 | 1.96% | 2.39% | 34 | -29,183 | -13.96% | Q4 2025 | Jan 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 166,741 | 8,680 | 0.49% | 0.32% | 35 | +58,833 | 54.52% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 164,258 | 8,551 | 0.04% | 0.03% | 36 | +45,874 | 38.75% | Q4 2025 | Feb 13, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 163,232 | 8,497 | 1.46% | 1.3% | 37 | +8,990 | 5.83% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 161,270 | 8,395 | 0.15% | 0.13% | 38 | +26,575 | 19.73% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | Added to | 141,305 | 7,356 | 0.04% | 0.03% | 39 | +36,676 | 35.05% | Q4 2025 | Feb 13, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 139,513 | 7,263 | 1.88% | 1.55% | 40 | +26,352 | 23.29% | Q4 2025 | Feb 06, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 138,797 | 7,225 | 1.83% | 1.88% | 41 | +4,107 | 3.05% | Q4 2025 | Feb 03, 2026 |
| Englebert Financial Advisers, LLC | History | New | 137,808 | 7,174 | 8.21% | — | 42 | +137,808 | New | Q4 2025 | Feb 04, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 125,436 | 6,530 | 0.45% | 0.42% | 43 | +7,459 | 6.32% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 124,414 | 6,476 | 0.01% | 0.0% | 44 | +29,871 | 31.6% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 121,843 | 6,343 | 0.0% | — | 45 | +121,843 | New | Q4 2025 | Feb 17, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 121,618 | 6,331 | 4.22% | 1.71% | 46 | +76,215 | 167.86% | Q4 2025 | Jan 07, 2026 |
| Brookstone Capital Management | History | Reduced | 118,451 | 6,166 | 0.07% | 0.11% | 47 | -56,756 | -32.39% | Q4 2025 | Jan 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 110,468 | 5,750 | 0.11% | 0.1% | 48 | +17,209 | 18.45% | Q4 2025 | Jan 14, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 109,391 | 5,694 | 3.69% | 4.42% | 49 | -18,684 | -14.59% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 108,228 | 5,634 | 0.27% | 0.24% | 50 | +2,591 | 2.45% | Q4 2025 | Jan 21, 2026 |
| Auour Investments LLC | History | Added to | 106,873 | 5,563 | 1.77% | 1.61% | 51 | +12,298 | 13.0% | Q4 2025 | Jan 12, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 106,628 | 5,551 | 1.48% | 2.38% | 52 | -56,858 | -34.78% | Q4 2025 | Jan 27, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 101,885 | 5,304 | 2.89% | 3.04% | 53 | -9,109 | -8.21% | Q4 2025 | Jan 28, 2026 |
| CPC Advisors, LLC | History | Reduced | 96,135 | 5,004 | 0.51% | 0.53% | 54 | -177 | -0.18% | Q4 2025 | Jan 28, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 95,243 | 4,979 | 0.95% | 1.25% | 55 | -21,523 | -18.43% | Q4 2025 | Jan 27, 2026 |
| Atria Investments, Inc | History | Added to | 95,016 | 4,946 | 0.06% | 0.05% | 56 | +10,129 | 11.93% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 92,807 | 4,831 | 0.0% | 0.0% | 57 | -3,452 | -3.59% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 90,615 | 4,717 | 0.0% | 0.0% | 58 | +56,952 | 169.18% | Q4 2025 | Mar 25, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 86,504 | 4,503 | 0.34% | 0.21% | 59 | +38,348 | 79.63% | Q4 2025 | Jan 07, 2026 |
| Seneca House Advisors | History | Reduced | 85,556 | 4,454 | 1.67% | 2.04% | 60 | -11,206 | -11.58% | Q4 2025 | Feb 17, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 82,091 | 4,273 | 1.72% | 1.74% | 61 | +6,280 | 8.28% | Q4 2025 | Jan 16, 2026 |
| Weaver Consulting Group | History | Added to | 80,153 | 4,172 | 1.02% | 0.67% | 62 | +29,650 | 58.71% | Q4 2025 | Feb 10, 2026 |
| Miller Global Investments, LLC | History | New | 77,866 | 4,053 | 3.67% | — | 63 | +77,866 | New | Q4 2025 | Jan 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 77,612 | 4,040 | 2.75% | 1.97% | 64 | +25,722 | 49.57% | Q4 2025 | Jan 29, 2026 |
| Addison Capital Co | History | New | 76,142 | 3,963 | 0.99% | — | 65 | +76,142 | New | Q4 2025 | Feb 02, 2026 |
| Blue Edge Capital, LLC | History | Added to | 69,616 | 3,624 | 0.48% | 0.5% | 66 | +2,338 | 3.48% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 96,810 | 3,530 | 0.0% | 0.02% | 67 | -85,609 | -46.93% | Q4 2025 | Mar 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 65,579 | 3,414 | 0.04% | 0.0% | 68 | +63,268 | 2737.69% | Q4 2025 | Jan 23, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 63,331 | 3,297 | 0.59% | 0.6% | 69 | +4,130 | 6.98% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 61,895 | 3,222 | 0.23% | 0.2% | 70 | +12,540 | 25.41% | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 61,605 | 3,207 | 0.27% | 0.26% | 71 | +867 | 1.43% | Q4 2025 | Feb 13, 2026 |
| Aureum Wealth Management, LLC | History | New | 58,916 | 3,067 | 2.85% | — | 72 | +58,916 | New | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 58,848 | 3,063 | 0.0% | 0.0% | 73 | -1,219 | -2.03% | Q4 2025 | Feb 06, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | New | 58,244 | 3,032 | 1.39% | — | 74 | +58,244 | New | Q4 2025 | Feb 04, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 56,237 | 2,937 | 0.64% | 0.65% | 75 | +127 | 0.23% | Q4 2025 | Feb 05, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 55,396 | 2,883 | 1.29% | — | 76 | +55,396 | New | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 52,457 | 2,730 | 0.1% | 0.1% | 77 | +1,895 | 3.75% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 47,680 | 2,482 | 0.0% | — | 78 | +47,680 | New | Q4 2025 | Feb 05, 2026 |
| QTR Family Wealth, LLC | History | Added to | 43,356 | 2,272 | 1.0% | 0.72% | 79 | +14,243 | 48.92% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 43,565 | 2,268 | 1.51% | 1.49% | 80 | +1,620 | 3.86% | Q4 2025 | Feb 05, 2026 |
| Magnus Financial Group LLC | History | Reduced | 38,365 | 1,997 | 0.15% | 0.31% | 81 | -36,179 | -48.53% | Q4 2025 | Jan 07, 2026 |
| Endowment Wealth Management, Inc. | History | New | 34,065 | 1,773 | 0.81% | — | 82 | +34,065 | New | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 33,816 | 1,760 | 0.01% | 0.01% | 83 | +3,007 | 9.76% | Q4 2025 | Feb 18, 2026 |
| Retirement Planning Group, LLC | History | Added to | 33,479 | 1,742 | 0.06% | 0.03% | 84 | +14,679 | 78.08% | Q4 2025 | Feb 03, 2026 |
| Signal Advisors Wealth, LLC | History | New | 31,396 | 1,634 | 0.13% | — | 85 | +31,396 | New | Q4 2025 | Jan 13, 2026 |
| Bulwark Capital Corp | History | Added to | 28,787 | 1,498 | 1.07% | 0.91% | 86 | +6,477 | 29.03% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 28,261 | 1,471 | 0.0% | 0.0% | 87 | +7,023 | 33.07% | Q4 2025 | Feb 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 22,100 | 1,150 | 0.05% | 0.04% | 88 | +5,679 | 34.58% | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 20,417 | 1,062 | 0.01% | 0.01% | 89 | -2,800 | -12.06% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | New | 19,768 | 1,029 | 0.0% | — | 90 | +19,768 | New | Q4 2025 | Feb 06, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 19,761 | 1,028 | 0.23% | 0.27% | 91 | -2,492 | -11.2% | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 19,220 | 1,000 | 0.02% | 0.02% | 92 | +2,483 | 14.84% | Q4 2025 | Feb 11, 2026 |
| BOS Asset Management, LLC | History | No change | 19,025 | 990 | 0.27% | 0.28% | 93 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 18,851 | 981 | 0.35% | 0.23% | 94 | +5,887 | 45.41% | Q4 2025 | Feb 03, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 18,085 | 941 | 0.66% | 1.03% | 95 | -8,907 | -33.0% | Q4 2025 | Feb 06, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 18,009 | 937 | 0.51% | 0.71% | 96 | -5,114 | -22.12% | Q4 2025 | Jan 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 16,737 | 871 | 0.02% | 0.01% | 97 | +10,965 | 189.97% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 16,195 | 843 | 0.0% | 0.0% | 98 | -2,942 | -15.37% | Q4 2025 | Feb 13, 2026 |
| Navis Wealth Advisors, LLC | History | New | 15,933 | 829 | 0.35% | — | 99 | +15,933 | New | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 15,368 | 800 | 0.0% | 0.0% | 100 | +693 | 4.72% | Q4 2025 | Feb 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 15,304 | 796 | 0.53% | 0.56% | 101 | -437 | -2.78% | Q4 2025 | Feb 11, 2026 |
| Northside Capital Management, LLC | History | No change | 14,000 | 728 | 0.06% | 0.07% | 102 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 13,491 | 702 | 0.0% | 0.0% | 103 | +3,963 | 41.59% | Q4 2025 | Feb 17, 2026 |
| Community Bank, N.A. | History | Added to | 12,566 | 654 | 0.08% | 0.08% | 104 | +426 | 3.51% | Q4 2025 | Feb 04, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 12,123 | 631 | 0.02% | 0.06% | 105 | -5,772 | -32.25% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 11,805 | 614 | 0.0% | 0.01% | 106 | -165 | -1.38% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,137 | 579 | 0.01% | 0.0% | 107 | +5,504 | 97.71% | Q4 2025 | Jan 20, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 10,307 | 536 | 0.0% | — | 108 | +10,307 | New | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,818 | 511 | 0.0% | 0.0% | 109 | +3,858 | 64.73% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,760 | 508 | 0.0% | — | 110 | +9,760 | New | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,163 | 477 | 0.0% | 0.0% | 111 | -1,384 | -13.12% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | New | 8,950 | 465 | 0.01% | — | 112 | +8,950 | New | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,726 | 454 | 0.02% | 0.02% | 113 | +654 | 8.1% | Q4 2025 | Jan 27, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 8,184 | 426 | 0.06% | 0.07% | 114 | -1,271 | -13.44% | Q4 2025 | Jan 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,165 | 425 | 0.01% | 0.01% | 115 | +3,926 | 92.62% | Q4 2025 | Feb 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | New | 8,051 | 419 | 0.04% | — | 116 | +8,051 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,830 | 407 | 0.0% | 0.0% | 117 | -216 | -2.68% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,508 | 390 | 0.0% | — | 118 | +7,508 | New | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,450 | 387 | 0.01% | 0.01% | 119 | -150 | -1.97% | Q4 2025 | Jan 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 7,301 | 380 | 0.05% | 0.06% | 120 | -2,151 | -22.76% | Q4 2025 | Feb 13, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 6,968 | 362 | 0.1% | 0.1% | 121 | +589 | 9.23% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 6,874 | 357 | 0.0% | 0.0% | 122 | +4,838 | 237.62% | Q4 2025 | Jan 29, 2026 |
| GK Wealth Management LLC | History | Added to | 6,788 | 353 | 0.23% | 0.17% | 123 | +2,232 | 48.99% | Q4 2025 | Jan 05, 2026 |
| Alchemi Wealth, LLC | History | New | 6,607 | 344 | 0.19% | — | 124 | +6,607 | New | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 6,059 | 315 | 0.0% | 0.01% | 125 | -25,912 | -81.05% | Q4 2025 | Jan 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 6,004 | 312 | 0.02% | — | 126 | +6,004 | New | Q4 2025 | Feb 11, 2026 |
| Core Wealth Partners LLC | History | Reduced | 5,681 | 295 | 0.13% | 0.26% | 127 | -4,995 | -46.79% | Q4 2025 | Feb 17, 2026 |
| Destiny Wealth Partners, LLC | History | New | 5,491 | 287 | 0.03% | — | 128 | +5,491 | New | Q4 2025 | Feb 03, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 5,423 | 282 | 0.01% | 0.01% | 129 | -687 | -11.24% | Q4 2025 | Jan 26, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 5,376 | 279 | 0.21% | — | 130 | +5,376 | New | Q4 2025 | Feb 11, 2026 |
| Revisor Wealth Management LLC | History | New | 5,309 | 276 | 0.07% | — | 131 | +5,309 | New | Q4 2025 | Jan 27, 2026 |
| Brucke Financial, Inc. | History | New | 4,955 | 257 | 0.14% | — | 132 | +4,955 | New | Q4 2025 | Jan 12, 2026 |
| CLG LLC | History | Added to | 4,767 | 248 | 0.06% | 0.07% | 133 | +95 | 2.03% | Q4 2025 | Jan 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 4,743 | 246 | 0.01% | — | 134 | +4,743 | New | Q4 2025 | Feb 09, 2026 |
| Modern Wealth Management, LLC | History | No change | 4,316 | 224 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 4,014 | 208 | 0.07% | 0.08% | 136 | -468 | -10.44% | Q4 2025 | Jan 07, 2026 |
| SIGNATUREFD, LLC | History | New | 1,118 | 58 | 0.0% | — | 137 | +1,118 | New | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 800 | 41 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 773 | 40 | 0.02% | 0.03% | 139 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 697 | 36 | 0.0% | 0.0% | 140 | -8 | -1.13% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 395 | 20 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 297 | 15 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 277 | 14 | 0.01% | — | 143 | +277 | New | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | New | 237 | 12 | 0.0% | — | 144 | +237 | New | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 237 | 12 | 0.0% | — | 145 | +237 | New | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Reduced | 211 | 10 | 0.0% | 0.0% | 146 | -80 | -27.49% | Q4 2025 | Jan 30, 2026 |
| GODSEY & GIBB, INC | History | New | 130 | 6 | 0.0% | — | 147 | +130 | New | Q4 2025 | Jan 27, 2026 |
| Sound Income Strategies, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 46 | 2 | 0.0% | — | 149 | +46 | New | Q4 2025 | Feb 19, 2026 |
| Key Capital Management, INC | History | New | 25 | 1 | 0.0% | — | 150 | +25 | New | Q4 2025 | Jan 26, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -803,375 | -100.0% | Q3 2025 | Nov 10, 2025 |
| State of New Jersey Common Pension Fund D | History | Closed out | 0 | 0 | — | 0.05% | — | -255,248 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.2% | — | -70,826 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -28,796 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sanchez Wealth Management Group | History | Closed out | 0 | 0 | — | 0.26% | — | -21,987 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -17,655 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,324 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -7,371 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,649 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.02% | — | -5,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -770 | -100.0% | Q3 2025 | Oct 08, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q3 2025 | Nov 24, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |