SPDR SERIES TRUST - KBE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,062,249 | 246,537 | 0.03% | 0.01% | 1 | +2,227,625 | 121.42% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,936,912 | 238,931 | 0.03% | 0.03% | 2 | +465,898 | 13.42% | Q4 2025 | Mar 25, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,090,186 | 126,853 | 0.04% | 0.0% | 3 | +1,948,605 | 1376.32% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,376,134 | 83,517 | 0.01% | 0.0% | 4 | +1,062,897 | 339.33% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,354,768 | 82,220 | 0.01% | 0.0% | 5 | +351,959 | 35.1% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,330,255 | 80,733 | 0.0% | 0.01% | 6 | -173,543 | -11.54% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 1,272,604 | 77,234 | 0.01% | 0.01% | 7 | +137,029 | 12.07% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,069,818 | 64,927 | 0.01% | 0.01% | 8 | -99,221 | -8.49% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 784,992 | 47,641 | 0.01% | 0.0% | 9 | +610,719 | 350.44% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 617,683 | 37,487 | 0.01% | 0.01% | 10 | -58,114 | -8.6% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 463,143 | 28,109 | 0.0% | — | 11 | +463,143 | New | Q4 2025 | Feb 17, 2026 |
| Wharton Business Group, LLC | History | Reduced | 430,306 | 26,115 | 0.99% | 1.12% | 12 | -2,555 | -0.59% | Q4 2025 | Feb 11, 2026 |
| Madison Asset Management, LLC | History | Reduced | 406,063 | 24,643 | 0.28% | 0.28% | 13 | -14,631 | -3.48% | Q4 2025 | Feb 04, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 400,000 | 24,276 | 0.27% | 0.17% | 14 | -227,284 | -36.23% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 367,844 | 22,324 | 0.01% | 0.01% | 15 | -168,324 | -31.39% | Q4 2025 | Feb 11, 2026 |
| PEAK6 LLC | History | Added to | 347,900 | 21,114 | 0.04% | 0.03% | 16 | +11,900 | 3.54% | Q4 2025 | Mar 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 321,167 | 19,491 | 0.01% | 0.01% | 17 | -60,535 | -15.86% | Q4 2025 | Feb 06, 2026 |
| Janney Capital Management LLC | History | Reduced | 319,806 | 19,409 | 1.22% | 1.21% | 18 | -7,311 | -2.23% | Q4 2025 | Feb 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 312,536 | 18,967 | 0.05% | 0.05% | 19 | +9,536 | 3.15% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 228,275 | 13,854 | 0.02% | 0.01% | 20 | +125,600 | 122.33% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 224,578 | 13,629 | 0.0% | 0.01% | 21 | -49,246 | -17.98% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Added to | 216,492 | 13,138 | 0.01% | 0.0% | 22 | +124,539 | 135.44% | Q4 2025 | Feb 13, 2026 |
| ProVise Management Group, LLC | History | Added to | 215,959 | 13,106 | 0.93% | 0.92% | 23 | +6,463 | 3.09% | Q4 2025 | Jan 29, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 205,332 | 12,461 | 5.64% | 5.7% | 24 | +413 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 170,016 | 10,318 | 0.0% | 0.0% | 25 | +163,145 | 2374.4% | Q4 2025 | Feb 10, 2026 |
| Point72 Asset Management, L.P. | History | New | 154,000 | 9,346 | 0.01% | — | 26 | +154,000 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 136,100 | 8,259 | 0.01% | 0.01% | 27 | -18,200 | -11.8% | Q4 2025 | Feb 13, 2026 |
| AGAVE CAPITAL MANAGEMENT Ltd | History | New | 116,828 | 7,111 | 1.19% | — | 28 | +116,828 | New | Q4 2025 | Feb 11, 2026 |
| MRA Advisory Group | History | New | 114,245 | 6,933 | 2.91% | — | 29 | +114,245 | New | Q4 2025 | Jan 16, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 110,000 | 6,675 | 0.1% | — | 30 | +110,000 | New | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 104,833 | 6,362 | 0.11% | 0.03% | 31 | +55,624 | 113.04% | Q4 2025 | Feb 18, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 100,956 | 6,127 | 0.01% | 0.01% | 32 | +4,555 | 4.73% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 95,664 | 5,805 | 0.0% | 0.0% | 33 | +70,294 | 277.08% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 95,211 | 5,778 | 0.01% | 0.01% | 34 | +6,400 | 7.21% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 83,476 | 5,066 | 0.0% | 0.0% | 35 | +28,009 | 50.5% | Q4 2025 | Feb 11, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 78,445 | 4,760 | 0.46% | 0.06% | 36 | +71,767 | 1074.68% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 77,261 | 4,689 | 0.0% | 0.0% | 37 | +723 | 0.94% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 76,963 | 4,670 | 0.0% | 0.0% | 38 | +3,101 | 4.2% | Q4 2025 | Feb 17, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Added to | 75,000 | 4,551 | 1.35% | 0.57% | 39 | +50,000 | 200.0% | Q4 2025 | Feb 18, 2026 |
| Sage Advisory Services, Ltd.Co. | History | New | 74,165 | 4,501 | 2.45% | — | 40 | +74,165 | New | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 72,656 | 4,409 | 0.0% | 0.0% | 41 | +46,687 | 179.78% | Q4 2025 | Feb 10, 2026 |
| Caption Management, LLC | History | New | 70,000 | 4,248 | 0.03% | — | 42 | +70,000 | New | Q4 2025 | Feb 17, 2026 |
| Trans-Canada Capital Inc. | History | No change | 70,000 | 4,248 | 0.24% | 0.25% | 43 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Walleye Capital LLC | History | New | 60,864 | 3,693 | 0.01% | — | 44 | +60,864 | New | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | New | 57,888 | 3,513 | 0.21% | — | 45 | +57,888 | New | Q4 2025 | Feb 13, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 53,022 | 3,217 | 0.32% | 0.42% | 46 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 52,453 | 3,183 | 0.02% | 0.0% | 47 | +39,168 | 294.83% | Q4 2025 | Feb 09, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 49,723 | 3,017 | 0.87% | 0.92% | 48 | -1,483 | -2.9% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 46,746 | 2,837 | 0.0% | 0.0% | 49 | +11,093 | 31.11% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 46,486 | 2,821 | 0.05% | 0.05% | 50 | -746 | -1.58% | Q4 2025 | Feb 04, 2026 |
| Squarepoint Ops LLC | History | Reduced | 44,798 | 2,718 | 0.0% | 0.0% | 51 | -27,469 | -38.01% | Q4 2025 | Feb 13, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 37,507 | 2,276 | 0.17% | 0.19% | 52 | -356 | -0.94% | Q4 2025 | Feb 03, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 36,743 | 2,229 | 0.0% | 0.0% | 53 | +1,026 | 2.87% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 34,737 | 2,111 | 0.0% | 0.0% | 54 | +2,605 | 8.11% | Q4 2025 | Feb 17, 2026 |
| LOM Asset Management Ltd | History | Reduced | 34,696 | 2,105 | 0.61% | 0.65% | 55 | -915 | -2.57% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 34,104 | 2,069 | 0.0% | 0.0% | 56 | +31,441 | 1180.66% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 33,885 | 2,056 | 0.0% | 0.0% | 57 | +16,683 | 96.98% | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 32,837 | 2,011 | 0.0% | — | 58 | +32,837 | New | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 32,903 | 1,996 | 0.01% | 0.0% | 59 | +21,226 | 181.78% | Q4 2025 | Jan 29, 2026 |
| SG Americas Securities, LLC | History | Added to | 32,846 | 1,993 | 0.0% | 0.0% | 60 | +29,569 | 902.32% | Q4 2025 | Jan 09, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 28,972 | 1,758 | 0.0% | — | 61 | +28,972 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 28,214 | 1,712 | 0.0% | 0.0% | 62 | -632 | -2.19% | Q4 2025 | Feb 10, 2026 |
| Aspen Grove Capital, LLC | History | No change | 25,920 | 1,573 | 0.27% | 0.26% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,765 | 1,563 | 0.0% | 0.0% | 64 | -25,250 | -49.5% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 25,661 | 1,557 | 0.0% | 0.0% | 65 | +4,274 | 19.98% | Q4 2025 | Feb 10, 2026 |
| IMC-Chicago, LLC | History | New | 25,622 | 1,554 | 0.0% | — | 66 | +25,622 | New | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 24,991 | 1,516 | 0.0% | 0.0% | 67 | +2,685 | 12.04% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 24,372 | 1,479 | 0.01% | — | 68 | +24,372 | New | Q4 2025 | Feb 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 24,183 | 1,467 | 0.0% | 155.46% | 69 | -539,358 | -95.71% | Q4 2025 | Feb 17, 2026 |
| SAPIENT CAPITAL LLC | History | New | 22,800 | 1,396 | 0.02% | — | 70 | +22,800 | New | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 22,532 | 1,367 | 0.02% | 0.01% | 71 | +5,038 | 28.8% | Q4 2025 | Feb 02, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 22,090 | 1,340 | 0.08% | 0.12% | 72 | -10,600 | -32.43% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 21,608 | 1,311 | 0.02% | 0.03% | 73 | -1,552 | -6.7% | Q4 2025 | Feb 06, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 20,547 | 1,250 | 0.01% | 0.01% | 74 | -2,877 | -12.28% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Reduced | 20,548 | 1,247 | 0.03% | 0.06% | 75 | -31,618 | -60.61% | Q4 2025 | Feb 12, 2026 |
| GM Advisory Group, LLC | History | No change | 20,525 | 1,245 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 20,472 | 1,242 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,953 | 1,089 | 0.01% | 0.01% | 78 | +2,983 | 19.93% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | Reduced | 17,052 | 1,034 | 0.01% | 0.01% | 79 | -3 | -0.02% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,803 | 1,019 | 0.0% | 0.0% | 80 | +5,983 | 55.3% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 16,381 | 994 | 0.0% | 0.0% | 81 | +716 | 4.57% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,818 | 960 | 0.0% | 0.01% | 82 | -36,586 | -69.82% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | Added to | 15,591 | 939 | 0.0% | 0.0% | 83 | +1,379 | 9.7% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 15,008 | 910 | 0.0% | 0.0% | 84 | -1,987 | -11.69% | Q4 2025 | Mar 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 14,700 | 892 | 0.0% | 0.18% | 85 | -2,015,740 | -99.28% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | No change | 14,587 | 885 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 14,341 | 870 | 0.09% | 0.09% | 87 | -683 | -4.55% | Q4 2025 | Jan 26, 2026 |
| HRT FINANCIAL LP | History | Added to | 14,190 | 861 | 0.0% | 0.0% | 88 | +3,735 | 35.72% | Q4 2025 | Feb 12, 2026 |
| Clark Capital Management Group, Inc. | History | New | 14,107 | 856 | 0.01% | — | 89 | +14,107 | New | Q4 2025 | Feb 17, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 13,741 | 833 | 0.09% | 0.1% | 90 | -661 | -4.59% | Q4 2025 | Jan 23, 2026 |
| Stirlingshire Investments, Inc. | History | New | 13,475 | 817 | 0.72% | — | 91 | +13,475 | New | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 13,441 | 816 | 0.0% | 0.0% | 92 | +253 | 1.92% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 12,388 | 751 | 0.0% | 0.0% | 93 | +582 | 4.93% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,171 | 738 | 0.01% | 0.01% | 94 | -36 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 11,408 | 692 | 0.02% | 0.04% | 95 | -5,369 | -32.0% | Q4 2025 | Jan 27, 2026 |
| Vectors Research Management, LLC | History | Reduced | 11,090 | 673 | 0.21% | 0.21% | 96 | -74 | -0.66% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,017 | 668 | 0.01% | 0.02% | 97 | -5,381 | -32.81% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,985 | 666 | 0.0% | 0.0% | 98 | -287 | -2.55% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 10,903 | 661 | 0.01% | 0.01% | 99 | -143 | -1.29% | Q4 2025 | Feb 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 10,703 | 649 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 10,633 | 645 | 0.09% | 0.09% | 101 | +251 | 2.42% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,434 | 633 | 0.0% | 0.0% | 102 | +309 | 3.05% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 10,441 | 633 | 0.01% | 0.01% | 103 | -98 | -0.93% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 10,321 | 626 | 0.0% | — | 104 | +10,321 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 10,280 | 623 | 0.02% | 0.01% | 105 | +4,016 | 64.11% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,964 | 604 | 0.0% | 0.0% | 106 | -931 | -8.55% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,860 | 598 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 9,615 | 583 | 0.02% | 0.02% | 108 | -130 | -1.33% | Q4 2025 | Feb 09, 2026 |
| HANOVER ADVISORS INC | History | New | 9,191 | 557 | 0.22% | — | 109 | +9,191 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 9,176 | 556 | 0.0% | 0.0% | 110 | +294 | 3.31% | Q4 2025 | Feb 17, 2026 |
| Simmons Bank | History | Reduced | 9,027 | 547 | 0.04% | 0.04% | 111 | -6 | -0.07% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 8,853 | 537 | 0.0% | 0.0% | 112 | +1,147 | 14.88% | Q4 2025 | Feb 17, 2026 |
| Almanack Investment Partners, LLC. | History | New | 8,838 | 536 | 0.09% | — | 113 | +8,838 | New | Q4 2025 | Jan 29, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 8,650 | 524 | 0.06% | — | 114 | +8,650 | New | Q4 2025 | Jan 20, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 8,508 | 516 | 0.02% | 0.03% | 115 | -2,541 | -23.0% | Q4 2025 | Feb 17, 2026 |
| Montecito Bank & Trust | History | No change | 8,490 | 515 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Voya Financial Advisors, Inc. | History | New | 8,253 | 508 | 0.05% | — | 118 | +8,253 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8,380 | 508 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| South Shore Capital Advisors | History | New | 8,364 | 507 | 0.37% | — | 119 | +8,364 | New | Q4 2025 | Jan 21, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 8,287 | 502 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,153 | 494 | 0.0% | 0.0% | 121 | +1,450 | 21.63% | Q4 2025 | Mar 16, 2026 |
| Atria Investments, Inc | History | Added to | 8,086 | 490 | 0.01% | 0.0% | 122 | +1,049 | 14.91% | Q4 2025 | Feb 05, 2026 |
| Chicago Partners Investment Group LLC | History | New | 7,791 | 489 | 0.01% | — | 123 | +7,791 | New | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 7,972 | 483 | 0.0% | 0.0% | 124 | -360 | -4.32% | Q4 2025 | Feb 17, 2026 |
| Magnus Financial Group LLC | History | Reduced | 7,668 | 465 | 0.04% | 0.04% | 125 | -88 | -1.13% | Q4 2025 | Jan 07, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 8,622 | 456 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RCW Management, LLC | History | New | 7,429 | 450 | 0.45% | — | 127 | +7,429 | New | Q4 2025 | Jan 30, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 7,391 | 448 | 0.16% | 0.15% | 128 | -28 | -0.38% | Q4 2025 | Jan 30, 2026 |
| Objective Capital Management, LLC | History | No change | 7,304 | 443 | 0.45% | 0.45% | 129 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,209 | 437 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,079 | 429 | 0.0% | 0.0% | 131 | -4,857 | -40.69% | Q4 2025 | Feb 12, 2026 |
| Blue Water Asset Management | History | New | 7,007 | 425 | 0.15% | — | 132 | +7,007 | New | Q4 2025 | Feb 05, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 6,962 | 422 | 0.31% | — | 133 | +6,962 | New | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,865 | 416 | 0.0% | 0.0% | 134 | -1,559 | -18.51% | Q4 2025 | Mar 09, 2026 |
| FAIRFIELD, BUSH & CO. | History | Reduced | 6,852 | 415 | 0.22% | 0.21% | 135 | -191 | -2.71% | Q4 2025 | Feb 13, 2026 |
| Formidable Asset Management, LLC | History | No change | 7,000 | 415 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wealthfront Advisers LLC | History | Added to | 6,835 | 414 | 0.0% | 0.0% | 137 | +287 | 4.38% | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,539 | 411 | 0.0% | 0.0% | 138 | +22 | 0.34% | Q4 2025 | Jan 08, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 6,748 | 409 | 0.0% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 6,590 | 399 | 0.01% | — | 140 | +6,590 | New | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,353 | 385 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sage Capital Management, LLC | History | Added to | 6,279 | 381 | 0.18% | 0.17% | 142 | +24 | 0.38% | Q4 2025 | Jan 15, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 6,200 | 376 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Asset One Wealth Management LLC | History | New | 5,809 | 374 | 0.05% | — | 144 | +5,809 | New | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | New | 6,091 | 369 | 0.03% | — | 145 | +6,091 | New | Q4 2025 | Feb 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 5,671 | 344 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 5,649 | 342 | 0.0% | 0.0% | 147 | +292 | 5.45% | Q4 2025 | Feb 17, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 5,421 | 329 | 0.17% | 0.17% | 148 | +78 | 1.46% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,194 | 315 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,161 | 313 | 0.0% | 0.0% | 150 | -61 | -1.17% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,962 | 301 | 0.0% | 0.0% | 151 | -80 | -1.59% | Q4 2025 | Feb 13, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 4,926 | 298 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Cerity Partners LLC | History | Reduced | 4,712 | 285 | 0.0% | 0.0% | 153 | -100 | -2.08% | Q4 2025 | Feb 11, 2026 |
| Trexquant Investment LP | History | New | 4,569 | 277 | 0.0% | — | 155 | +4,569 | New | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 4,570 | 277 | 0.02% | 0.02% | 154 | +3 | 0.07% | Q4 2025 | Feb 03, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 4,550 | 276 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NORDEN GROUP LLC | History | Reduced | 4,544 | 275 | 0.03% | 0.68% | 157 | -108,151 | -95.97% | Q4 2025 | Jan 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 4,463 | 270 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 4,416 | 268 | 0.04% | 0.04% | 159 | -18 | -0.41% | Q4 2025 | Jan 26, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,380 | 265 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,347 | 263 | 0.0% | 0.0% | 161 | -113 | -2.53% | Q4 2025 | Jan 20, 2026 |
| XTX Topco Ltd | History | Reduced | 4,331 | 262 | 0.01% | 0.02% | 162 | -2,950 | -40.52% | Q4 2025 | Feb 17, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 4,299 | 260 | 0.01% | 0.01% | 163 | -74 | -1.69% | Q4 2025 | Jan 29, 2026 |
| WP Advisors, LLC | History | Added to | 4,256 | 258 | 0.06% | 0.06% | 164 | +21 | 0.5% | Q4 2025 | Jan 28, 2026 |
| COMMERCE BANK | History | Reduced | 4,202 | 255 | 0.0% | 0.0% | 166 | -62 | -1.45% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 4,206 | 255 | 0.0% | 0.0% | 165 | +3 | 0.07% | Q4 2025 | Jan 30, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,125 | 250 | 0.0% | — | 167 | +4,125 | New | Q4 2025 | Feb 18, 2026 |
| SOL Capital Management CO | History | No change | 4,097 | 249 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,086 | 248 | 0.0% | — | 169 | +4,086 | New | Q4 2025 | Feb 18, 2026 |
| Cedarwood Wealth LLC | History | New | 3,924 | 247 | 0.28% | — | 170 | +3,924 | New | Q4 2025 | Mar 05, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 4,050 | 245 | 0.0% | 0.54% | 171 | -585,799 | -99.31% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Added to | 4,011 | 243 | 0.0% | — | 172 | +4,007 | 100175.0% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | No change | 4,000 | 242 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,000 | 242 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 4,000 | 242 | 0.17% | 0.16% | 175 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | Reduced | 3,932 | 238 | 0.0% | 0.0% | 176 | -286 | -6.78% | Q4 2025 | Jan 23, 2026 |
| Accel Wealth Management | History | New | 3,773 | 228 | 0.06% | — | 177 | +3,773 | New | Q4 2025 | Jan 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 3,742 | 227 | 0.01% | 0.01% | 178 | +19 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 3,686 | 223 | 0.04% | 0.04% | 179 | +1 | 0.03% | Q4 2025 | Jan 07, 2026 |
| HB Wealth Management, LLC | History | No change | 3,626 | 220 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Added to | 3,568 | 216 | 0.0% | 0.0% | 181 | +1,461 | 69.34% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 3,494 | 212 | 0.0% | — | 182 | +3,494 | New | Q4 2025 | Jan 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,505 | 212 | 0.01% | 0.01% | 183 | +21 | 0.6% | Q4 2025 | Feb 03, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,469 | 210 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,436 | 208 | 0.0% | 0.01% | 186 | -3,229 | -48.45% | Q4 2025 | Jan 23, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 3,431 | 208 | 0.12% | 0.12% | 185 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| EVOKE WEALTH, LLC | History | No change | 3,400 | 206 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,390 | 205 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 3,153 | 191 | 0.0% | 0.0% | 189 | +220 | 7.5% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,009 | 182 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Heritage Wealth Advisors | History | No change | 2,989 | 181 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | Reduced | 2,954 | 179 | 0.01% | 0.01% | 192 | -29 | -0.97% | Q4 2025 | Jan 23, 2026 |
| BigSur Wealth Management LLC | History | No change | 2,925 | 177 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,889 | 175 | 0.0% | 0.0% | 194 | +80 | 2.85% | Q4 2025 | Jan 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 2,857 | 173 | 0.0% | — | 195 | +2,857 | New | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,758 | 167 | 0.02% | — | 196 | +2,758 | New | Q4 2025 | Feb 13, 2026 |
| Balentine LLC | History | No change | 2,640 | 160 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,360 | 143 | 0.05% | 0.09% | 198 | +1,560 | 195.0% | Q4 2025 | Jan 20, 2026 |
| Nemes Rush Group LLC | History | No change | 2,150 | 130 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Reduced | 2,119 | 128 | 0.0% | 0.01% | 200 | -2,597 | -55.07% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,920 | 116 | 0.0% | 0.0% | 201 | -190 | -9.0% | Q4 2025 | Feb 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,690 | 102 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,626 | 98 | 0.01% | 0.01% | 203 | +392 | 31.77% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,530 | 92 | 0.0% | 0.0% | 204 | -1,967 | -56.25% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,454 | 88 | 0.01% | — | 205 | +1,454 | New | Q4 2025 | Feb 03, 2026 |
| Capital Investment Counsel, Inc | History | New | 1,425 | 86 | 0.01% | — | 206 | +1,425 | New | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,413 | 85 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,374 | 83 | 0.0% | 0.0% | 208 | +26 | 1.93% | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,365 | 82 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,346 | 81 | 0.0% | 0.0% | 210 | -128 | -8.68% | Q4 2025 | Jan 30, 2026 |
| EFG International AG | History | New | 1,260 | 76 | 0.0% | — | 211 | +1,260 | New | Q4 2025 | Feb 17, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,250 | 75 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | Reduced | 1,102 | 66 | 0.0% | 0.0% | 214 | -164 | -12.95% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,100 | 66 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,061 | 64 | 0.0% | 0.0% | 215 | -707 | -39.99% | Q4 2025 | Jan 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,004 | 60 | 0.0% | — | 216 | +1,004 | New | Q4 2025 | Jan 21, 2026 |
| DV Trading LLC | History | New | 923 | 56 | 0.0% | — | 217 | +923 | New | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 938 | 56 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 877 | 53 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 850 | 51 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Camelot Portfolios, LLC | History | New | 825 | 50 | 0.03% | — | 221 | +825 | New | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 715 | 43 | 0.0% | 0.0% | 222 | -44 | -5.8% | Q4 2025 | Feb 12, 2026 |
| Advocate Investing Services LLC | History | New | 707 | 42 | 0.04% | — | 223 | +707 | New | Q4 2025 | Feb 12, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 635 | 38 | 0.01% | 0.01% | 224 | +103 | 19.36% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | No change | 623 | 37 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CX Institutional | History | Reduced | 568 | 34 | 0.0% | 0.01% | 227 | -6,895 | -92.39% | Q4 2025 | Feb 02, 2026 |
| North Star Investment Management Corp. | History | No change | 576 | 34 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 528 | 32 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 500 | 30 | 0.0% | 0.0% | 231 | -460 | -47.92% | Q4 2025 | Jan 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 509 | 30 | 0.01% | 0.01% | 229 | +3 | 0.59% | Q4 2025 | Jan 30, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 496 | 30 | 0.01% | 0.01% | 232 | +3 | 0.61% | Q4 2025 | Jan 30, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 500 | 30 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 413 | 25 | 0.01% | 0.02% | 233 | -315 | -43.27% | Q4 2025 | Feb 04, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 351 | 21 | 0.0% | 0.0% | 235 | +3 | 0.86% | Q4 2025 | Feb 11, 2026 |
| Trust Co | History | No change | 356 | 21 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 355 | 21 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 333 | 20 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Founders Capital Management | History | No change | 300 | 18 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Y.D. More Investments Ltd | History | No change | 300 | 18 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Viewpoint Capital Management LLC | History | No change | 275 | 16 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 250 | 15 | 0.0% | 0.0% | 241 | -200 | -44.44% | Q4 2025 | Feb 06, 2026 |
| WFA of San Diego, LLC | History | No change | 215 | 13 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 208 | 12 | 0.0% | 0.0% | 244 | -170 | -44.97% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | No change | 209 | 12 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mascoma Wealth Management LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bogart Wealth, LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EASTERN BANK | History | No change | 183 | 11 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 185 | 11 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Register Financial Advisors LLC | History | No change | 150 | 9 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 134 | 8 | 0.01% | — | 251 | +134 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 135 | 8 | 0.0% | 0.0% | 250 | -18 | -11.76% | Q4 2025 | Jan 26, 2026 |
| Compass Financial Services Inc | History | Added to | 145 | 8 | 0.0% | 0.0% | 252 | +1 | 0.69% | Q4 2025 | Feb 27, 2026 |
| Cape Investment Advisory, Inc. | History | New | 104 | 6 | 0.0% | — | 256 | +104 | New | Q4 2025 | Feb 17, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 100 | 6 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 100 | 6 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 108 | 6 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 96 | 5 | 0.0% | — | 257 | +96 | New | Q4 2025 | Feb 05, 2026 |
| Archer Investment Corp | History | Added to | 94 | 5 | 0.0% | 0.0% | 258 | +1 | 1.08% | Q4 2025 | Jan 30, 2026 |
| Lodestone Wealth Management LLC | History | New | 50 | 3 | 0.0% | — | 261 | +50 | New | Q4 2025 | Jan 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 56 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Duquesne Family Office LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -482,095 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NAN FUNG TRINITY (HK) Ltd | History | Closed out | 0 | 0 | — | 2.3% | — | -388,500 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -60,010 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.69% | — | -40,520 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,666 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -21,743 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,963 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.31% | — | -13,712 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -13,259 | -100.0% | Q3 2025 | Oct 22, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -9,826 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,639 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -9,229 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,723 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,009 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,323 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,189 | -100.0% | Q3 2025 | Oct 20, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,166 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,612 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -637 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -413 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2025 | Oct 16, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Coston, McIsaac & Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |