FIRST TRUST EXCHANGE-TRADED FUND IV - KNG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 5,698,242 | 280,068 | 0.08% | 0.09% | 1 | -327,532 | -5.44% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 5,367,743 | 263,824 | 0.02% | 0.02% | 2 | -468,393 | -8.03% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,407,046 | 167,456 | 0.03% | 0.04% | 3 | -743,632 | -17.92% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,154,293 | 105,883 | 0.03% | 0.04% | 4 | -357,031 | -14.22% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 2,110,299 | 103,721 | 0.02% | 0.02% | 5 | -189,438 | -8.24% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,312,250 | 64,497 | 0.02% | 0.02% | 6 | -267,153 | -16.91% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,195,525 | 58,760 | 0.08% | 0.09% | 7 | -132,078 | -9.95% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,185,529 | 58,268 | 0.01% | — | 8 | +1,185,529 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 1,065,920 | 52,390 | 0.06% | 0.06% | 9 | +39,677 | 3.87% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 589,012 | 28,955 | 0.04% | 0.05% | 10 | -171,497 | -22.55% | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 531,532 | 26,124 | 5.55% | 6.73% | 11 | -56,414 | -9.6% | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 516,539 | 25,387 | 0.39% | 0.43% | 12 | -13,462 | -2.54% | Q4 2025 | Jan 13, 2026 |
| PSI Advisors, LLC | History | Added to | 430,836 | 21,175 | 5.32% | 5.23% | 13 | +19,147 | 4.65% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 408,694 | 20,087 | 0.03% | 0.03% | 14 | -26,748 | -6.14% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 381,707 | 18,760 | 0.03% | 0.03% | 15 | +63,380 | 19.91% | Q4 2025 | Mar 16, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 355,998 | 17,497 | 2.19% | 2.1% | 16 | +21,047 | 6.28% | Q4 2025 | Feb 06, 2026 |
| Compass Financial Services Inc | History | Reduced | 351,034 | 17,253 | 7.44% | 7.66% | 17 | -310 | -0.09% | Q4 2025 | Feb 27, 2026 |
| Brookstone Capital Management | History | Added to | 327,513 | 16,097 | 0.18% | 0.19% | 18 | +4,999 | 1.55% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 323,346 | 15,892 | 0.07% | 0.07% | 19 | +34,480 | 11.94% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 311,776 | 15,324 | 0.04% | 0.04% | 20 | -5,159 | -1.63% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 304,021 | 14,942 | 0.01% | 0.02% | 21 | -160,695 | -34.58% | Q4 2025 | Feb 13, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 285,021 | 14,091 | 1.39% | 1.47% | 22 | +2,671 | 0.95% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 266,326 | 13,090 | 0.03% | 0.04% | 23 | -17,429 | -6.14% | Q4 2025 | Feb 05, 2026 |
| Solitude Financial Services | History | Reduced | 259,134 | 12,736 | 4.2% | 4.41% | 24 | -2,362 | -0.9% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 250,183 | 12,296 | 0.03% | 0.05% | 25 | -91,770 | -26.84% | Q4 2025 | Feb 13, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 249,208 | 12,249 | 1.02% | 1.11% | 26 | -11,378 | -4.37% | Q4 2025 | Feb 11, 2026 |
| Curran Financial Partners, LLC | History | Added to | 247,670 | 12,172 | 2.31% | 1.97% | 27 | +45,728 | 22.64% | Q4 2025 | Jan 22, 2026 |
| &PARTNERS | History | Added to | 217,753 | 10,702 | 0.06% | 0.07% | 28 | +8,132 | 3.88% | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | New | 197,740 | 9,756 | 1.51% | — | 29 | +197,740 | New | Q4 2025 | Jan 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 190,647 | 9,370 | 0.05% | 0.06% | 30 | -24,090 | -11.22% | Q4 2025 | Feb 12, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 188,523 | 9,265 | 4.75% | 5.84% | 31 | -31,673 | -14.38% | Q4 2025 | Feb 12, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 178,674 | 8,781 | 2.05% | 2.31% | 32 | -12,527 | -6.55% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 167,665 | 8,240 | 0.04% | 0.04% | 33 | +2,792 | 1.69% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 165,951 | 8,156 | 0.1% | 0.09% | 34 | -42,065 | -20.22% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 165,274 | 8,123 | 0.16% | 0.18% | 35 | +7,095 | 4.49% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 155,523 | 7,643 | 0.03% | 0.04% | 36 | -16,643 | -9.67% | Q4 2025 | Feb 18, 2026 |
| Argent Advisors, Inc. | History | Added to | 151,941 | 7,467 | 2.08% | 1.97% | 37 | +16,291 | 12.01% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 142,087 | 7,107 | 0.01% | 0.01% | 38 | -34,732 | -19.64% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 136,946 | 6,730 | 0.07% | 0.09% | 39 | +9,468 | 7.43% | Q4 2025 | Jan 23, 2026 |
| Tandem Financial, LLC | History | Added to | 132,836 | 6,669 | 8.0% | 1.08% | 40 | +73,998 | 125.77% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 123,801 | 6,084 | 0.16% | 0.14% | 41 | +20,305 | 19.62% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 111,138 | 5,462 | 0.34% | 0.13% | 42 | +73,389 | 194.41% | Q4 2025 | Feb 06, 2026 |
| Private Advisory Group LLC | History | Added to | 107,143 | 5,266 | 0.41% | 0.37% | 43 | +15,982 | 17.53% | Q4 2025 | Jan 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 105,365 | 5,178 | 0.01% | 0.01% | 44 | -4,927 | -4.47% | Q4 2025 | Feb 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 95,855 | 4,711 | 0.89% | 0.83% | 45 | +7,163 | 8.08% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 95,225 | 4,680 | 0.01% | 0.01% | 46 | -16,318 | -14.63% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 95,041 | 4,671 | 2.73% | — | 47 | +95,041 | New | Q4 2025 | Feb 11, 2026 |
| PFS Partners, LLC | History | Reduced | 93,669 | 4,603 | 2.11% | 2.32% | 48 | -5,061 | -5.13% | Q4 2025 | Jan 16, 2026 |
| Prospera Financial Services Inc | History | Reduced | 90,182 | 4,433 | 0.07% | 0.16% | 49 | -104,456 | -53.67% | Q4 2025 | Feb 09, 2026 |
| Indivisible Partners | History | New | 89,658 | 4,406 | 0.48% | — | 50 | +89,658 | New | Q4 2025 | Feb 03, 2026 |
| TKG Advisors, LLC | History | Added to | 87,511 | 4,301 | 1.73% | 1.83% | 51 | +819 | 0.94% | Q4 2025 | Jan 29, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 85,850 | 4,219 | 0.4% | 0.52% | 52 | +4,779 | 5.89% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 84,509 | 4,153 | 0.05% | 0.05% | 53 | +20,192 | 31.39% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 83,057 | 4,082 | 0.03% | — | 54 | +83,057 | New | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 82,829 | 4,071 | 0.04% | 0.04% | 55 | +399 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 78,607 | 3,863 | 0.39% | 0.37% | 56 | +5,386 | 7.36% | Q4 2025 | Jan 09, 2026 |
| Sigma Planning Corp | History | Reduced | 76,423 | 3,754 | 0.1% | 0.12% | 57 | -6,834 | -8.21% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Reduced | 76,108 | 3,740 | 0.0% | 0.01% | 58 | -4,978 | -6.14% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 73,535 | 3,614 | 0.11% | — | 59 | +73,535 | New | Q4 2025 | Feb 13, 2026 |
| Econ Financial Services Corp | History | Added to | 72,840 | 3,580 | 1.8% | 0.99% | 60 | +32,363 | 79.95% | Q4 2025 | Jan 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 72,274 | 3,552 | 0.07% | 0.37% | 61 | -238,185 | -76.72% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 72,182 | 3,547 | 0.07% | 0.08% | 62 | -8,774 | -10.84% | Q4 2025 | Feb 03, 2026 |
| G&S Capital LLC | History | Added to | 70,006 | 3,440 | 1.22% | 1.22% | 63 | +3,241 | 4.85% | Q4 2025 | Jan 28, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 69,268 | 3,404 | 0.38% | 0.4% | 64 | +547 | 0.8% | Q4 2025 | Feb 13, 2026 |
| Next Level Private LLC | History | Added to | 66,442 | 3,265 | 0.86% | 0.77% | 65 | +12,876 | 24.04% | Q4 2025 | Jan 07, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 65,462 | 3,217 | 0.02% | 0.03% | 66 | -38,673 | -37.14% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 63,868 | 3,139 | 0.21% | 0.21% | 67 | +10,516 | 19.71% | Q4 2025 | Feb 03, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 62,912 | 3,092 | 1.41% | 1.07% | 68 | +1,156 | 1.87% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 59,781 | 2,938 | 0.07% | 0.08% | 69 | -6,229 | -9.44% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | Reduced | 58,822 | 2,891 | 0.62% | 0.82% | 70 | -3,527 | -5.66% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 57,700 | 2,835 | 0.03% | 0.04% | 71 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | Reduced | 57,542 | 2,829 | 0.0% | 0.0% | 72 | -73 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 55,667 | 2,736 | 0.6% | 0.63% | 73 | -1,725 | -3.01% | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 52,147 | 2,563 | 0.03% | 0.04% | 74 | -3,687 | -6.6% | Q4 2025 | Jan 29, 2026 |
| Hobart Private Capital, LLC | History | Added to | 50,708 | 2,492 | 0.49% | 0.46% | 75 | +5,667 | 12.58% | Q4 2025 | Jan 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 50,472 | 2,480 | 0.02% | 0.02% | 76 | +570 | 1.14% | Q4 2025 | Feb 18, 2026 |
| Sequent Planning LLC | History | Added to | 49,704 | 2,442 | 0.62% | 0.39% | 77 | +21,750 | 77.81% | Q4 2025 | Feb 05, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 48,905 | 2,403 | 0.56% | 0.6% | 78 | +358 | 0.74% | Q4 2025 | Jan 27, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 48,649 | 2,391 | 0.86% | 1.0% | 79 | -5,166 | -9.6% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 47,393 | 2,329 | 0.16% | 0.23% | 80 | -10,739 | -18.47% | Q4 2025 | Jan 21, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 47,010 | 2,310 | 0.41% | 0.6% | 81 | -15,552 | -24.86% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 46,843 | 2,302 | 0.02% | 0.02% | 82 | -337 | -0.71% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 45,615 | 2,242 | 0.12% | 0.15% | 83 | -1,715 | -3.62% | Q4 2025 | Jan 26, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 45,247 | 2,223 | 0.04% | 0.2% | 84 | -162,624 | -78.23% | Q4 2025 | Feb 17, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 45,134 | 2,218 | 0.57% | 0.69% | 85 | -6,507 | -12.6% | Q4 2025 | Jan 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 44,400 | 2,182 | 0.05% | 0.04% | 86 | +4,433 | 11.09% | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 43,840 | 2,154 | 1.19% | — | 87 | +43,840 | New | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 43,019 | 2,126 | 0.14% | 0.21% | 88 | -14,450 | -25.14% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Added to | 43,108 | 2,118 | 0.01% | 0.01% | 89 | +2,342 | 5.74% | Q4 2025 | Jan 26, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 42,078 | 2,068 | 0.87% | 1.03% | 90 | -6,883 | -14.06% | Q4 2025 | Feb 05, 2026 |
| StoneX Group Inc. | History | Added to | 41,596 | 2,044 | 0.09% | 0.08% | 91 | +4,621 | 12.5% | Q4 2025 | Feb 12, 2026 |
| Maia Wealth LLC | History | Reduced | 38,833 | 2,031 | 0.35% | 0.32% | 92 | -169 | -0.43% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 39,658 | 1,949 | 0.1% | 0.11% | 93 | +693 | 1.78% | Q4 2025 | Feb 05, 2026 |
| Motiv8 Investments LLC | History | Added to | 39,130 | 1,923 | 1.05% | 0.98% | 94 | +1,765 | 4.72% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 38,116 | 1,873 | 0.05% | 0.06% | 95 | -12,059 | -24.03% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 37,461 | 1,841 | 0.01% | 0.01% | 96 | -2,184 | -5.51% | Q4 2025 | Jan 29, 2026 |
| Independent Advisor Alliance | History | Reduced | 36,145 | 1,776 | 0.04% | 0.05% | 97 | -2,586 | -6.68% | Q4 2025 | Feb 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 36,060 | 1,772 | 0.0% | 0.0% | 98 | -10,503 | -22.56% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 35,507 | 1,745 | 0.03% | 0.02% | 99 | +16,788 | 89.68% | Q4 2025 | Mar 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 35,478 | 1,743 | 0.06% | 0.04% | 100 | +4,175 | 13.34% | Q4 2025 | Jan 09, 2026 |
| CWM, LLC | History | Reduced | 33,980 | 1,670 | 0.0% | 0.01% | 101 | -1,257 | -3.57% | Q4 2025 | Jan 26, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 33,891 | 1,665 | 0.19% | 0.08% | 102 | +21,707 | 178.16% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 33,027 | 1,623 | 0.01% | 0.01% | 103 | -1,058 | -3.1% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 32,708 | 1,607 | 0.01% | 0.01% | 104 | +721 | 2.25% | Q4 2025 | Jan 26, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 32,543 | 1,599 | 1.52% | 1.78% | 105 | -3,905 | -10.71% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 31,460 | 1,546 | 0.0% | 0.0% | 106 | -26,956 | -46.14% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 31,399 | 1,543 | 0.05% | 0.05% | 107 | -1,542 | -4.68% | Q4 2025 | Feb 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 31,027 | 1,524 | 0.07% | 0.09% | 108 | -7,066 | -18.55% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 30,604 | 1,504 | 0.1% | 0.09% | 109 | +5,103 | 20.01% | Q4 2025 | Feb 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 30,484 | 1,498 | 0.02% | 0.03% | 110 | -17,867 | -36.95% | Q4 2025 | Feb 10, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 29,279 | 1,439 | 0.57% | 0.7% | 112 | -3,767 | -11.4% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 29,283 | 1,439 | 0.03% | 0.03% | 111 | +576 | 2.01% | Q4 2025 | Feb 02, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 28,774 | 1,414 | 0.06% | 0.07% | 113 | -2,409 | -7.73% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 28,348 | 1,393 | 0.0% | 0.0% | 114 | -29,013 | -50.58% | Q4 2025 | Feb 17, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 28,226 | 1,387 | 1.25% | 1.3% | 115 | -262 | -0.92% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 28,078 | 1,380 | 0.05% | 0.05% | 116 | +359 | 1.3% | Q4 2025 | Jan 13, 2026 |
| COMERICA BANK | History | Reduced | 27,981 | 1,375 | 0.01% | 0.01% | 117 | -9,455 | -25.26% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 27,905 | 1,371 | 0.03% | 0.03% | 118 | +6,031 | 27.57% | Q4 2025 | Jan 28, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 27,515 | 1,352 | 0.48% | 0.59% | 119 | -2,155 | -7.26% | Q4 2025 | Feb 09, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 27,322 | 1,342 | 0.45% | 0.46% | 120 | +297 | 1.1% | Q4 2025 | Jan 28, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 27,060 | 1,330 | 0.28% | 0.31% | 121 | -1,193 | -4.22% | Q4 2025 | Jan 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 26,955 | 1,324 | 0.03% | 0.06% | 122 | -34,157 | -55.89% | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 25,920 | 1,273 | 0.14% | 0.16% | 123 | -3,440 | -11.72% | Q4 2025 | Mar 03, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 25,681 | 1,262 | 0.05% | 0.06% | 124 | -3,570 | -12.2% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 25,496 | 1,253 | 0.0% | 0.0% | 125 | -867 | -3.29% | Q4 2025 | Feb 17, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 24,809 | 1,219 | 0.35% | 0.38% | 126 | -1,043 | -4.03% | Q4 2025 | Feb 09, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 24,591 | 1,208 | 0.02% | 0.04% | 127 | -28,822 | -53.96% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 24,279 | 1,193 | 0.01% | 0.02% | 128 | -6,013 | -19.85% | Q4 2025 | Jan 20, 2026 |
| Schulz Wealth, LTD. | History | No change | 24,225 | 1,190 | 0.76% | 0.79% | 129 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 23,705 | 1,165 | 0.04% | 0.04% | 130 | +2,042 | 9.43% | Q4 2025 | Jan 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 22,481 | 1,151 | 0.05% | — | 131 | +22,462 | 118221.05% | Q4 2025 | Jan 21, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 22,881 | 1,124 | 0.44% | 0.44% | 132 | +190 | 0.84% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 22,807 | 1,120 | 0.04% | 0.28% | 133 | -64,029 | -73.74% | Q4 2025 | Feb 04, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 22,625 | 1,112 | 0.75% | 0.86% | 134 | -2,300 | -9.23% | Q4 2025 | Jan 27, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 21,967 | 1,079 | 0.39% | 0.48% | 135 | -2,115 | -8.78% | Q4 2025 | Jan 26, 2026 |
| Tempo Wealth, LLC | History | New | 21,882 | 1,075 | 0.19% | — | 136 | +21,882 | New | Q4 2025 | Feb 25, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 21,590 | 1,061 | 0.03% | — | 137 | +21,590 | New | Q4 2025 | Jan 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 20,831 | 1,023 | 0.01% | 0.1% | 138 | -109,967 | -84.07% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 20,512 | 1,008 | 0.0% | 0.0% | 139 | +1,144 | 5.91% | Q4 2025 | Feb 06, 2026 |
| Corus Family Wealth Advisors | History | No change | 20,477 | 1,006 | 0.8% | 0.74% | 140 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 19,644 | 965 | 0.0% | 0.0% | 141 | +7,854 | 66.62% | Q4 2025 | Feb 13, 2026 |
| Trueblood Wealth Management, LLC | History | New | 19,034 | 935 | 0.36% | — | 142 | +19,034 | New | Q4 2025 | Jan 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 18,742 | 921 | 0.02% | 0.02% | 143 | +2,049 | 12.27% | Q4 2025 | Feb 12, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 18,550 | 911 | 0.4% | 0.43% | 144 | -349 | -1.85% | Q4 2025 | Feb 06, 2026 |
| NCM Capital Management, LLC | History | Added to | 18,002 | 884 | 0.33% | 0.32% | 145 | +1,254 | 7.49% | Q4 2025 | Mar 02, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 17,726 | 871 | 0.07% | 0.1% | 146 | -7,795 | -30.54% | Q4 2025 | Jan 29, 2026 |
| IFG Advisory, LLC | History | Added to | 17,446 | 857 | 0.04% | 0.04% | 147 | +111 | 0.64% | Q4 2025 | Feb 10, 2026 |
| Ignite Planners, LLC | History | Added to | 16,583 | 848 | 0.13% | 0.12% | 148 | +1,824 | 12.36% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 17,069 | 838 | 0.01% | 0.01% | 149 | +2,294 | 15.53% | Q4 2025 | Feb 09, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 16,729 | 822 | 0.11% | 0.14% | 150 | -2,761 | -14.17% | Q4 2025 | Jan 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 16,701 | 820 | 0.05% | 0.04% | 151 | +3,515 | 26.66% | Q4 2025 | Jan 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 16,225 | 797 | 0.22% | 0.22% | 152 | -210 | -1.28% | Q4 2025 | Feb 04, 2026 |
| APS Management Group, Inc. | History | Added to | 15,769 | 775 | 0.66% | 0.67% | 153 | +321 | 2.08% | Q4 2025 | Jan 28, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 15,546 | 764 | 0.35% | 2.3% | 154 | -84,471 | -84.46% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 15,275 | 750 | 0.36% | 0.29% | 155 | +2,374 | 18.4% | Q4 2025 | Feb 03, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 15,169 | 746 | 0.49% | 0.47% | 156 | -1,700 | -10.08% | Q4 2025 | Feb 12, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 14,774 | 728 | 0.94% | 1.19% | 157 | -1,150 | -7.22% | Q4 2025 | Jan 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,497 | 712 | 0.0% | 0.0% | 158 | -23,175 | -61.52% | Q4 2025 | Feb 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,289 | 702 | 0.03% | 0.03% | 159 | +5,378 | 60.35% | Q4 2025 | Jan 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 14,062 | 691 | 0.01% | 0.01% | 160 | +157 | 1.13% | Q4 2025 | Jan 21, 2026 |
| Core Wealth Partners LLC | History | Reduced | 13,734 | 675 | 0.3% | 0.35% | 161 | -1,687 | -10.94% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 13,673 | 672 | 0.03% | 0.03% | 162 | +97 | 0.71% | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 13,530 | 665 | 0.02% | 0.02% | 163 | -100 | -0.73% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 13,446 | 660 | 0.01% | 0.01% | 164 | -69 | -0.51% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 13,207 | 649 | 0.12% | 0.17% | 165 | -3,969 | -23.11% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 13,138 | 645 | 0.06% | 0.06% | 166 | -990 | -7.01% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 12,964 | 637 | 0.0% | 0.0% | 167 | +5,880 | 83.0% | Q4 2025 | Feb 12, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 12,380 | 634 | 0.32% | 0.35% | 168 | -320 | -2.52% | Q4 2025 | Jan 29, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 12,787 | 628 | 0.33% | — | 169 | +12,787 | New | Q4 2025 | Feb 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 12,578 | 618 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 12,400 | 609 | 0.01% | — | 171 | +12,400 | New | Q4 2025 | Feb 11, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 12,395 | 609 | 0.29% | 0.15% | 172 | +65 | 0.53% | Q4 2025 | Feb 06, 2026 |
| Balboa Wealth Partners | History | Added to | 12,357 | 607 | 0.1% | 0.1% | 174 | +731 | 6.29% | Q4 2025 | Jan 16, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 12,350 | 607 | 0.38% | 0.4% | 173 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PFG Investments, LLC | History | New | 12,117 | 595 | 0.03% | — | 175 | +12,117 | New | Q4 2025 | Jan 26, 2026 |
| Western Wealth Management, LLC | History | Reduced | 12,068 | 593 | 0.03% | 0.04% | 176 | -2,762 | -18.62% | Q4 2025 | Feb 05, 2026 |
| MTM Investment Management, LLC | History | No change | 11,840 | 581 | 0.19% | 0.19% | 177 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,680 | 574 | 0.02% | — | 178 | +11,680 | New | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 11,614 | 570 | 0.02% | — | 179 | +11,614 | New | Q4 2025 | Feb 13, 2026 |
| 1776 Wealth LLC | History | Reduced | 11,337 | 557 | 0.21% | 0.25% | 180 | -2,000 | -15.0% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,823 | 531 | 0.01% | 0.02% | 181 | -24,979 | -69.77% | Q4 2025 | Feb 02, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 10,794 | 530 | 0.16% | 0.16% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Herold Advisors, Inc. | History | Reduced | 10,668 | 524 | 0.12% | 0.13% | 183 | -790 | -6.89% | Q4 2025 | Feb 17, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 10,457 | 513 | 0.19% | 0.31% | 184 | -5,374 | -33.95% | Q4 2025 | Jan 21, 2026 |
| Marion Wealth Management | History | Reduced | 10,034 | 510 | 0.11% | 0.13% | 185 | -730 | -6.78% | Q4 2025 | Jan 26, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 10,019 | 492 | 0.33% | 0.35% | 186 | +62 | 0.62% | Q4 2025 | Jan 07, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 10,003 | 491 | 0.43% | — | 187 | +10,003 | New | Q4 2025 | Jan 07, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 9,988 | 490 | 0.04% | 0.04% | 188 | -186 | -1.83% | Q4 2025 | Jan 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 9,612 | 472 | 0.06% | 0.05% | 189 | +1,045 | 12.2% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,562 | 469 | 0.01% | 0.01% | 190 | +51 | 0.54% | Q4 2025 | Feb 03, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 9,211 | 452 | 0.03% | 0.03% | 191 | -1,382 | -13.05% | Q4 2025 | Feb 10, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 9,128 | 448 | 0.15% | — | 192 | +9,128 | New | Q4 2025 | Mar 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,007 | 442 | 0.01% | 0.01% | 193 | -662 | -6.85% | Q4 2025 | Jan 22, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8,940 | 439 | 0.05% | 0.06% | 194 | -1,615 | -15.3% | Q4 2025 | Feb 13, 2026 |
| NOVEM GROUP | History | Reduced | 8,726 | 428 | 0.05% | 0.05% | 195 | -781 | -8.21% | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 8,663 | 425 | 0.0% | — | 196 | +8,663 | New | Q4 2025 | Feb 17, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 8,397 | 412 | 0.11% | 2.91% | 197 | -203,499 | -96.04% | Q4 2025 | Jan 27, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 8,372 | 411 | 0.22% | 0.26% | 198 | -839 | -9.11% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,133 | 399 | 0.0% | 0.0% | 199 | -3,703 | -31.29% | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 8,095 | 397 | 0.02% | 0.02% | 200 | -531 | -6.16% | Q4 2025 | Jan 30, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 8,042 | 395 | 0.17% | 0.19% | 201 | -174 | -2.12% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 7,857 | 386 | 0.01% | 0.01% | 202 | -1,652 | -17.37% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 7,833 | 384 | 0.0% | 0.0% | 203 | -17,827 | -69.47% | Q4 2025 | Feb 12, 2026 |
| Financial Partners Group, Inc | History | Reduced | 7,492 | 383 | 0.04% | 0.05% | 204 | -1,153 | -13.34% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | Added to | 7,765 | 381 | 0.02% | 0.03% | 205 | +1,759 | 29.29% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 7,628 | 374 | 0.03% | 0.13% | 206 | -23,985 | -75.87% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 7,590 | 373 | 0.05% | 0.03% | 207 | +3,244 | 74.64% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 7,549 | 371 | 0.01% | 0.01% | 208 | -1,390 | -15.55% | Q4 2025 | Feb 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 7,481 | 367 | 0.01% | — | 209 | +7,481 | New | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 7,465 | 366 | 0.02% | 0.03% | 210 | -1,415 | -15.93% | Q4 2025 | Feb 13, 2026 |
| Global Assets Advisory, LLC | History | No change | 7,349 | 361 | 0.1% | 0.11% | 211 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 7,228 | 355 | 0.37% | 0.33% | 212 | -519 | -6.7% | Q4 2025 | Jan 16, 2026 |
| Opulen Financial Group LLC | History | Reduced | 7,183 | 353 | 0.26% | 0.27% | 213 | -47 | -0.65% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 7,112 | 349 | 0.1% | 0.09% | 214 | +1,200 | 20.3% | Q4 2025 | Jan 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,096 | 348 | 0.03% | 0.02% | 215 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Share Andrew L. | History | No change | 7,000 | 344 | 0.17% | 0.24% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CPC Advisors, LLC | History | Reduced | 6,986 | 343 | 0.03% | 0.04% | 217 | -5 | -0.07% | Q4 2025 | Jan 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,886 | 338 | 0.03% | 0.02% | 218 | +1,450 | 26.67% | Q4 2025 | Jan 09, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 6,782 | 333 | 0.08% | 0.11% | 219 | -1,810 | -21.07% | Q4 2025 | Feb 02, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 6,728 | 330 | 0.02% | 0.02% | 220 | +604 | 9.86% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Added to | 6,694 | 329 | 0.01% | 0.01% | 221 | +40 | 0.6% | Q4 2025 | Feb 06, 2026 |
| Mach-1 Financial Group, LLC | History | New | 6,645 | 326 | 0.07% | — | 222 | +6,645 | New | Q4 2025 | Feb 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 6,610 | 324 | 0.05% | 0.06% | 223 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,493 | 319 | 0.0% | — | 224 | +6,493 | New | Q4 2025 | Feb 18, 2026 |
| BOS Asset Management, LLC | History | Reduced | 6,480 | 318 | 0.09% | 0.09% | 225 | -60 | -0.92% | Q4 2025 | Jan 09, 2026 |
| Chronos Wealth Management, LLC | History | Added to | 6,400 | 314 | 0.15% | 0.13% | 226 | +1,050 | 19.63% | Q4 2025 | Jan 23, 2026 |
| WINNOW WEALTH LLC | History | New | 6,180 | 309 | 0.23% | — | 228 | +6,180 | New | Q4 2025 | Feb 11, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 6,301 | 309 | 0.1% | 0.14% | 227 | -2,497 | -28.38% | Q4 2025 | Feb 03, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 6,233 | 306 | 0.02% | 0.03% | 229 | -1,756 | -21.98% | Q4 2025 | Feb 03, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 5,949 | 292 | 0.01% | 0.01% | 230 | +645 | 12.16% | Q4 2025 | Feb 13, 2026 |
| Faithward Advisors, LLC | History | Reduced | 5,917 | 290 | 0.04% | 0.07% | 231 | -4,067 | -40.74% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,777 | 283 | 0.0% | 0.0% | 232 | -200 | -3.35% | Q4 2025 | Jan 30, 2026 |
| Van Diest Capital, LLC | History | New | 5,744 | 282 | 0.42% | — | 233 | +5,744 | New | Q4 2025 | Feb 19, 2026 |
| TFB Advisors LLC | History | No change | 5,617 | 276 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,438 | 267 | 0.0% | 0.01% | 235 | -1,640 | -23.17% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Reduced | 5,370 | 263 | 0.0% | 0.03% | 236 | -28,382 | -84.09% | Q4 2025 | Feb 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 5,325 | 261 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,306 | 260 | 0.01% | 0.01% | 238 | +246 | 4.86% | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 5,264 | 258 | 0.02% | — | 240 | +5,264 | New | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 5,258 | 258 | 0.01% | 0.01% | 239 | -1,070 | -16.91% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Reduced | 5,212 | 256 | 0.0% | 0.0% | 241 | -1,429 | -21.52% | Q4 2025 | Feb 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 5,189 | 255 | 0.01% | 0.02% | 242 | -741 | -12.5% | Q4 2025 | Jan 07, 2026 |
| Gibbs Wealth Management | History | Reduced | 4,916 | 247 | 0.06% | 0.07% | 243 | -1,085 | -18.08% | Q4 2025 | Jan 23, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | New | 4,995 | 245 | 0.04% | — | 244 | +4,995 | New | Q4 2025 | Jan 12, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 4,966 | 244 | 0.1% | 0.11% | 245 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 4,940 | 242 | 0.01% | 0.01% | 246 | -600 | -10.83% | Q4 2025 | Feb 17, 2026 |
| Capital CS Group, LLC | History | Added to | 4,888 | 240 | 0.37% | 0.38% | 248 | +12 | 0.25% | Q4 2025 | Jan 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 4,900 | 240 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,864 | 239 | 0.0% | 0.0% | 249 | +773 | 18.9% | Q4 2025 | Mar 09, 2026 |
| DB&C Advisors, LLC | History | New | 4,789 | 235 | 0.29% | — | 250 | +4,789 | New | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 4,778 | 234 | 0.0% | — | 252 | +4,778 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 4,778 | 234 | 0.01% | — | 253 | +4,778 | New | Q4 2025 | Feb 12, 2026 |
| AlphaStar Capital Management, LLC | History | New | 4,766 | 234 | 0.02% | — | 251 | +4,766 | New | Q4 2025 | Feb 02, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 4,730 | 232 | 0.1% | 0.11% | 254 | -413 | -8.03% | Q4 2025 | Jan 14, 2026 |
| Chris Bulman Inc | History | New | 4,706 | 231 | 0.1% | — | 255 | +4,706 | New | Q4 2025 | Jan 14, 2026 |
| GSG Advisors LLC | History | Added to | 4,595 | 225 | 0.06% | 0.06% | 256 | +95 | 2.11% | Q4 2025 | Jan 08, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 4,561 | 224 | 0.08% | 0.1% | 257 | -815 | -15.16% | Q4 2025 | Jan 26, 2026 |
| Institute for Wealth Management, LLC. | History | New | 4,473 | 219 | 0.02% | — | 258 | +4,473 | New | Q4 2025 | Jan 27, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | New | 4,322 | 212 | 0.1% | — | 259 | +4,322 | New | Q4 2025 | Jan 15, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 4,303 | 211 | 0.17% | 0.22% | 261 | -942 | -17.96% | Q4 2025 | Feb 03, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 4,297 | 211 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Claris Financial LLC | History | New | 4,215 | 207 | 0.11% | — | 262 | +4,215 | New | Q4 2025 | Feb 19, 2026 |
| BENJAMIN EDWARDS INC | History | New | 4,202 | 206 | 0.0% | — | 263 | +4,202 | New | Q4 2025 | Feb 02, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 4,134 | 203 | 0.03% | — | 265 | +4,134 | New | Q4 2025 | Feb 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,148 | 203 | 0.0% | 0.0% | 264 | +4,067 | 5020.99% | Q4 2025 | Feb 17, 2026 |
| Integrity Financial Corp /WA | History | Added to | 4,127 | 202 | 0.1% | 0.1% | 266 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Independent Wealth Network Inc. | History | New | 4,105 | 201 | 0.06% | — | 267 | +4,105 | New | Q4 2025 | Jan 26, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 3,603 | 179 | 0.06% | 0.04% | 268 | +1,072 | 42.35% | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 2,678 | 131 | 0.01% | — | 269 | +2,678 | New | Q4 2025 | Mar 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,589 | 127 | 0.01% | — | 270 | +2,589 | New | Q4 2025 | Feb 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 2,407 | 118 | 0.09% | 0.09% | 271 | -196 | -7.53% | Q4 2025 | Feb 10, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 2,004 | 98 | 0.06% | 0.06% | 272 | +103 | 5.42% | Q4 2025 | Feb 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,889 | 92 | 0.1% | 0.1% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Graney & King, LLC | History | No change | 1,527 | 75 | 0.04% | 0.05% | 274 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,500 | 73 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,389 | 68 | 0.07% | — | 276 | +1,389 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,350 | 66 | 0.0% | 0.0% | 277 | -44 | -3.16% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 1,070 | 52 | 0.01% | — | 278 | +1,070 | New | Q4 2025 | Feb 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 970 | 47 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| 10Elms LLP | History | Reduced | 850 | 41 | 0.04% | 0.13% | 280 | -1,975 | -69.91% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 784 | 38 | 0.0% | — | 281 | +784 | New | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 793 | 38 | 0.0% | 0.0% | 282 | -456 | -36.51% | Q4 2025 | Feb 06, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 772 | 37 | 0.01% | 0.01% | 283 | -119 | -13.36% | Q4 2025 | Jan 22, 2026 |
| TRUST CO OF VERMONT | History | Added to | 703 | 34 | 0.0% | 0.0% | 285 | +103 | 17.17% | Q4 2025 | Jan 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 700 | 34 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 586 | 28 | 0.01% | 0.02% | 286 | -554 | -48.6% | Q4 2025 | Feb 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 491 | 24 | 0.0% | 0.05% | 288 | -4,483 | -90.13% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 500 | 24 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 500 | 24 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 444 | 21 | 0.0% | — | 290 | +444 | New | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 389 | 19 | 0.0% | 0.0% | 292 | +5 | 1.3% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 405 | 19 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 368 | 18 | 0.01% | 0.01% | 293 | -35 | -8.68% | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 260 | 12 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 161 | 7 | 0.0% | 0.0% | 295 | +85 | 111.84% | Q4 2025 | Jan 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 140 | 6 | 0.0% | 0.04% | 298 | -2,033 | -93.56% | Q4 2025 | Jan 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 133 | 6 | 0.0% | 0.01% | 296 | +3 | 2.31% | Q4 2025 | Jan 20, 2026 |
| Davis Capital Management | History | No change | 132 | 6 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | New | 104 | 5 | 0.0% | — | 299 | +104 | New | Q4 2025 | Feb 13, 2026 |
| Imprint Wealth LLC | History | No change | 97 | 4 | 0.02% | 0.01% | 300 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | No change | 97 | 4 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 73 | 3 | 0.0% | — | 303 | +73 | New | Q4 2025 | Jan 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 76 | 3 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 50 | 2 | 0.0% | 0.18% | 306 | -8,641 | -99.42% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 59 | 2 | 0.0% | 0.0% | 304 | -357 | -85.82% | Q4 2025 | Feb 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 60 | 2 | 0.0% | — | 307 | +60 | New | Q4 2025 | Jan 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 27 | 1 | 0.0% | 0.0% | 308 | +1 | 3.85% | Q4 2025 | Feb 11, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 4.21% | — | -137,114 | -100.0% | Q3 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -119,892 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -26,162 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -22,964 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PURSUE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -15,884 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Summit Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -15,688 | -100.0% | Q3 2025 | Oct 21, 2025 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,346 | -100.0% | Q3 2025 | Oct 22, 2025 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -10,728 | -100.0% | Q3 2025 | Oct 31, 2025 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -8,805 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Northwest Financial Advisors | History | Closed out | 0 | 0 | — | 0.55% | — | -8,776 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -8,299 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,299 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,206 | -100.0% | Q3 2025 | Nov 06, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,269 | -100.0% | Q3 2025 | Oct 15, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,678 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -6,388 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,989 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,604 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -4,997 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,984 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,677 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,501 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,480 | -100.0% | Q3 2025 | Oct 24, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,931 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -436 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wiser Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -181 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ASSETMARK, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 23, 2026 |
| Beacon Capital Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |