Global X Funds - LIT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 49 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 | Added to | 1,239,132 | 80,370 | 0.02% | 0.02% | 1 | +823 | 0.07% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 337,360 | 21,881 | 0.12% | 0.14% | 2 | -86,142 | -20.34% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 296,697 | 19,243 | 0.01% | 0.01% | 3 | -17,495 | -5.57% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 295,215 | 19,147 | 0.0% | 0.0% | 4 | +211,299 | 251.8% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 291,026 | 18,876 | 0.0% | 0.0% | 5 | +21,985 | 8.17% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 265,692 | 17,232 | 0.01% | 0.0% | 6 | +256,800 | 2887.99% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 248,882 | 16,142 | 0.0% | 0.0% | 7 | -118,554 | -32.27% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 214,495 | 13,912 | 0.01% | 0.01% | 8 | -1,600 | -0.74% | Q4 2025 | Feb 10, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 180,915 | 12,756 | 3.01% | 3.02% | 9 | -26,000 | -12.57% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 177,711 | 11,526 | 0.0% | 0.0% | 10 | +61,485 | 52.9% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 118,094 | 7,659 | 0.0% | 0.0% | 11 | -39,845 | -25.23% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 106,465 | 6,904 | 0.0% | — | 12 | +106,465 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 102,177 | 6,621 | 0.0% | 0.0% | 13 | -43,981 | -30.09% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 94,954 | 6,158 | 0.0% | 0.0% | 14 | -7,784 | -7.58% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 91,895 | 5,960 | 0.01% | 0.01% | 15 | +3,359 | 3.79% | Q4 2025 | Feb 17, 2026 |
| Longbow Finance SA | History | No change | 80,000 | 5,204 | 0.88% | 0.45% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Chicago Wealth Management, Inc. | History | New | 77,716 | 5,040 | 2.03% | — | 17 | +77,716 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 64,158 | 4,161 | 0.0% | 0.0% | 18 | +38,169 | 146.87% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 61,789 | 4,007 | 0.0% | 0.0% | 19 | -20,363 | -24.79% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 60,760 | 3,940 | 0.0% | 0.0% | 20 | +8,439 | 16.13% | Q4 2025 | Feb 18, 2026 |
| Baker Avenue Asset Management, LP | History | New | 58,482 | 3,793 | 0.09% | — | 21 | +58,482 | New | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 55,336 | 3,589 | 0.01% | 0.01% | 22 | -802 | -1.43% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 48,412 | 3,139 | 0.0% | 0.0% | 23 | -5,991 | -11.01% | Q4 2025 | Feb 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 44,148 | 3,110 | 0.7% | 0.65% | 24 | -420 | -0.94% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 43,154 | 2,800 | 0.0% | 0.0% | 25 | -46 | -0.11% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Added to | 39,414 | 2,556 | 0.03% | 0.0% | 26 | +35,166 | 827.82% | Q4 2025 | Feb 17, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 38,460 | 2,494 | 1.77% | 1.61% | 27 | -833 | -2.12% | Q4 2025 | Feb 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 35,378 | 2,294 | 1.15% | 1.35% | 28 | -9,466 | -21.11% | Q4 2025 | Feb 09, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 35,363 | 2,293 | 0.01% | 0.0% | 29 | -1,318 | -3.59% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 32,465 | 2,106 | 0.01% | 0.01% | 30 | -1,665 | -4.88% | Q4 2025 | Feb 05, 2026 |
| Moran Wealth Management, LLC | History | Added to | 31,812 | 2,063 | 0.06% | 0.04% | 31 | +6,951 | 27.96% | Q4 2025 | Jan 26, 2026 |
| SIH Partners, LLLP | History | Added to | 31,705 | 2,056 | 0.04% | 0.05% | 32 | +2,492 | 8.53% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 31,400 | 2,036 | 0.0% | — | 33 | +31,400 | New | Q4 2025 | Feb 17, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 31,000 | 2,010 | 0.05% | — | 34 | +31,000 | New | Q4 2025 | Feb 17, 2026 |
| Canal Insurance CO | History | No change | 30,000 | 1,946 | 0.47% | 0.36% | 35 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 29,843 | 1,935 | 1.68% | 1.58% | 36 | -2,555 | -7.89% | Q4 2025 | Jan 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 29,571 | 1,917 | 0.0% | — | 37 | +29,571 | New | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 25,720 | 1,668 | 0.07% | 0.06% | 38 | +2,338 | 10.0% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 25,363 | 1,645 | 0.01% | 0.0% | 39 | +9,912 | 64.15% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 24,848 | 1,611 | 0.0% | 0.0% | 40 | -6,637 | -21.08% | Q4 2025 | Feb 13, 2026 |
| Purpose Unlimited Inc. | History | New | 24,600 | 1,595 | 0.07% | — | 41 | +24,600 | New | Q4 2025 | Mar 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,970 | 1,554 | 0.0% | 0.0% | 42 | -78,967 | -76.71% | Q4 2025 | Feb 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 32,500 | 1,418 | 0.34% | 0.04% | 43 | +29,100 | 855.88% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 20,495 | 1,329 | 0.05% | 0.0% | 44 | +19,663 | 2363.34% | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 19,394 | 1,257 | 0.0% | 0.0% | 45 | -92,795 | -82.71% | Q4 2025 | Mar 25, 2026 |
| Walleye Trading LLC | History | New | 18,154 | 1,177 | 0.0% | — | 46 | +18,154 | New | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 17,897 | 1,160 | 0.05% | 0.03% | 47 | -530 | -2.88% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 17,312 | 1,122 | 0.0% | 0.0% | 48 | +851 | 5.17% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,183 | 1,114 | 0.0% | 0.0% | 49 | -27 | -0.16% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 16,959 | 1,099 | 0.01% | 0.01% | 50 | -3,772 | -18.19% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,586 | 1,075 | 0.0% | 0.0% | 51 | -1,977 | -10.65% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 16,477 | 1,068 | 0.0% | 0.0% | 52 | -289 | -1.72% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | New | 13,654 | 885 | 0.02% | — | 53 | +13,654 | New | Q4 2025 | Feb 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 13,348 | 865 | 0.01% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Sage Capital Management, LLC | History | Added to | 12,912 | 837 | 0.39% | 0.33% | 55 | +191 | 1.5% | Q4 2025 | Jan 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 12,630 | 819 | 0.0% | 0.0% | 56 | +10,500 | 492.96% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,234 | 793 | 0.0% | 0.0% | 57 | +364 | 3.07% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,994 | 777 | 0.0% | 0.0% | 58 | +1,422 | 13.45% | Q4 2025 | Feb 06, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 11,769 | 763 | 0.25% | 0.23% | 59 | -114 | -0.96% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,606 | 753 | 0.0% | 0.0% | 60 | +37 | 0.32% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,602 | 687 | 0.02% | 0.02% | 61 | -70 | -0.66% | Q4 2025 | Jan 27, 2026 |
| IMC-Chicago, LLC | History | New | 10,432 | 676 | 0.0% | — | 62 | +10,432 | New | Q4 2025 | Jan 29, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | New | 10,400 | 674 | 0.4% | — | 63 | +10,400 | New | Q4 2025 | Feb 03, 2026 |
| Belvedere Trading LLC | History | New | 10,000 | 648 | 0.0% | — | 64 | +10,000 | New | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | New | 9,720 | 630 | 0.0% | — | 65 | +9,720 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,942 | 622 | 0.0% | 0.0% | 66 | +3,614 | 67.83% | Q4 2025 | Jan 08, 2026 |
| South Shore Capital Advisors | History | New | 9,500 | 616 | 0.45% | — | 67 | +9,500 | New | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,325 | 604 | 0.0% | 0.0% | 68 | +3,114 | 50.14% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,092 | 591 | 0.02% | 0.01% | 69 | +2,394 | 35.74% | Q4 2025 | Feb 17, 2026 |
| Synergy Asset Management, LLC | History | New | 8,901 | 577 | 0.06% | — | 70 | +8,901 | New | Q4 2025 | Jan 13, 2026 |
| Wick Capital Partners, LLC | History | New | 6,264 | 534 | 0.1% | — | 71 | +6,264 | New | Q4 2025 | Mar 02, 2026 |
| Creative Planning | History | Reduced | 7,928 | 514 | 0.0% | 0.0% | 72 | -119 | -1.48% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,765 | 503 | 0.0% | 0.0% | 73 | +168 | 2.21% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,566 | 490 | 0.0% | 0.0% | 74 | +5,402 | 249.63% | Q4 2025 | Feb 18, 2026 |
| CERTUITY, LLC | History | Added to | 7,476 | 484 | 0.03% | 0.02% | 75 | +2,041 | 37.55% | Q4 2025 | Jan 30, 2026 |
| Destination Wealth Management | History | Reduced | 7,355 | 477 | 0.01% | 0.01% | 76 | -166 | -2.21% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Reduced | 7,295 | 473 | 0.0% | 0.0% | 77 | -3,547 | -32.72% | Q4 2025 | Feb 17, 2026 |
| Fortis Group Advisors, LLC | History | New | 6,570 | 459 | 0.08% | — | 78 | +6,570 | New | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 6,885 | 446 | 0.0% | 0.0% | 79 | +100 | 1.47% | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | Reduced | 6,782 | 439 | 0.0% | 0.0% | 80 | -21,393 | -75.93% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 6,736 | 436 | 0.0% | 0.0% | 81 | +2,964 | 78.58% | Q4 2025 | Feb 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 6,686 | 433 | 0.02% | — | 82 | +6,686 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,609 | 428 | 0.0% | 0.0% | 83 | +2,897 | 78.04% | Q4 2025 | Feb 17, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 6,450 | 418 | 0.04% | 0.05% | 84 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CX Institutional | History | Reduced | 6,333 | 411 | 0.01% | 0.01% | 85 | -399 | -5.93% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | New | 6,301 | 408 | 0.0% | — | 86 | +6,301 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,107 | 396 | 0.0% | 0.0% | 87 | +301 | 5.18% | Q4 2025 | Mar 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 6,036 | 391 | 0.0% | 0.0% | 88 | +718 | 13.5% | Q4 2025 | Jan 20, 2026 |
| Lido Advisors, LLC | History | Added to | 6,754 | 386 | 0.0% | 0.0% | 89 | +72 | 1.08% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,911 | 381 | 0.0% | 0.0% | 90 | +618 | 11.68% | Q4 2025 | Feb 18, 2026 |
| Cordoba Advisory Partners LLC | History | New | 5,701 | 370 | 0.09% | — | 91 | +5,701 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 5,573 | 361 | 0.02% | 0.03% | 92 | -5,836 | -51.15% | Q4 2025 | Jan 21, 2026 |
| VVR Holdings LLC | History | New | 5,481 | 355 | 0.18% | — | 94 | +5,481 | New | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | Reduced | 5,461 | 355 | 0.02% | 0.01% | 93 | -107 | -1.92% | Q4 2025 | Feb 12, 2026 |
| Marex Group plc | History | New | 5,429 | 352 | 0.0% | — | 95 | +5,429 | New | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 5,300 | 344 | 0.0% | 0.0% | 96 | -463 | -8.03% | Q4 2025 | Feb 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,296 | 343 | 0.02% | 0.01% | 97 | +703 | 15.31% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 5,198 | 337 | 0.01% | 0.0% | 98 | +4,547 | 698.46% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Reduced | 5,062 | 328 | 0.02% | 0.02% | 99 | -95 | -1.84% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,043 | 327 | 0.0% | 0.0% | 100 | -7,171 | -58.71% | Q4 2025 | Jan 29, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 5,025 | 325 | 0.15% | — | 101 | +5,025 | New | Q4 2025 | Feb 06, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | New | 4,929 | 319 | 0.11% | — | 102 | +4,929 | New | Q4 2025 | Jan 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 4,900 | 317 | 0.0% | — | 103 | +4,900 | New | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 4,840 | 314 | 0.0% | 0.0% | 104 | +325 | 7.2% | Q4 2025 | Feb 12, 2026 |
| Eagle Strategies LLC | History | Reduced | 4,820 | 312 | 0.04% | 0.04% | 105 | -802 | -14.27% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Added to | 4,667 | 302 | 0.0% | 0.0% | 106 | +240 | 5.42% | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 4,637 | 300 | 0.02% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 4,594 | 297 | 0.0% | 0.0% | 108 | -3,744 | -44.9% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,449 | 288 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 4,379 | 284 | 0.02% | 0.03% | 110 | -3,497 | -44.4% | Q4 2025 | Feb 12, 2026 |
| PACK Private Wealth, LLC | History | No change | 4,289 | 278 | 0.13% | 0.11% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 4,095 | 265 | 0.0% | 0.01% | 112 | -105,705 | -96.27% | Q4 2025 | Mar 12, 2026 |
| CWM, LLC | History | Reduced | 4,088 | 265 | 0.0% | 0.0% | 113 | -328 | -7.43% | Q4 2025 | Jan 26, 2026 |
| ExodusPoint Capital Management, LP | History | New | 4,000 | 259 | 0.0% | — | 114 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 3,933 | 255 | 0.1% | 0.1% | 115 | -256 | -6.11% | Q4 2025 | Jan 28, 2026 |
| OPPENHEIMER & CO INC | History | New | 3,885 | 251 | 0.0% | — | 116 | +3,885 | New | Q4 2025 | Feb 02, 2026 |
| Keystone Wealth Services, LLC | History | No change | 3,833 | 248 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SFG Wealth Management, LLC. | History | New | 3,801 | 246 | 0.1% | — | 118 | +3,801 | New | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Reduced | 3,793 | 245 | 0.0% | 0.0% | 119 | -941 | -19.88% | Q4 2025 | Feb 13, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 3,425 | 244 | 0.09% | 0.09% | 121 | -400 | -10.46% | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,768 | 244 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hilltop Holdings Inc. | History | New | 3,750 | 243 | 0.01% | — | 122 | +3,750 | New | Q4 2025 | Feb 17, 2026 |
| Compagnie Lombard Odier SCmA | History | New | 3,700 | 239 | 0.0% | — | 123 | +3,700 | New | Q4 2025 | Jan 16, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 3,570 | 231 | 0.0% | 0.0% | 124 | -293 | -7.58% | Q4 2025 | Jan 16, 2026 |
| One Capital Management, LLC | History | New | 3,523 | 228 | 0.01% | — | 125 | +3,523 | New | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | New | 3,422 | 221 | 0.01% | — | 127 | +3,422 | New | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | New | 3,421 | 221 | 0.01% | — | 126 | +3,421 | New | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 3,377 | 219 | 0.0% | — | 128 | +3,377 | New | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,302 | 214 | 0.01% | 0.01% | 129 | -402 | -10.85% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,275 | 212 | 0.0% | 0.0% | 130 | +1,263 | 62.77% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 3,207 | 208 | 0.01% | — | 131 | +3,207 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 3,155 | 204 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 3,123 | 202 | 0.0% | 0.0% | 133 | -1,324 | -29.77% | Q4 2025 | Feb 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 3,094 | 200 | 0.15% | — | 134 | +3,094 | New | Q4 2025 | Feb 05, 2026 |
| CDKV HOLDINGS LLC | History | New | 2,890 | 187 | 0.16% | — | 135 | +2,890 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,827 | 183 | 0.0% | 0.0% | 136 | -535 | -15.91% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,836 | 183 | 0.0% | 0.0% | 137 | +299 | 11.79% | Q4 2025 | Feb 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 2,400 | 155 | 0.0% | 0.0% | 138 | +1,100 | 84.62% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2,334 | 151 | 0.0% | — | 139 | +2,334 | New | Q4 2025 | Feb 17, 2026 |
| Friedenthal Financial | History | New | 2,321 | 150 | 0.08% | — | 140 | +2,321 | New | Q4 2025 | Jan 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,292 | 148 | 0.0% | 0.0% | 141 | -174 | -7.06% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 2,156 | 139 | 0.0% | 0.0% | 142 | +899 | 71.52% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | No change | 2,000 | 129 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,819 | 117 | 0.01% | 0.0% | 144 | +904 | 98.8% | Q4 2025 | Jan 26, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,764 | 114 | 0.04% | 0.03% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | No change | 1,700 | 110 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,576 | 102 | 0.0% | 0.0% | 147 | -114 | -6.75% | Q4 2025 | Feb 09, 2026 |
| EFG International AG | History | New | 1,490 | 96 | 0.0% | — | 148 | +1,490 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 1,470 | 95 | 0.0% | 0.0% | 149 | +622 | 73.35% | Q4 2025 | Jan 29, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Reduced | 1,446 | 93 | 0.05% | 0.05% | 150 | -100 | -6.47% | Q4 2025 | Jan 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,342 | 87 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,305 | 84 | 0.01% | — | 153 | +1,305 | New | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | Added to | 1,309 | 84 | 0.02% | 0.0% | 152 | +1,002 | 326.38% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 1,272 | 82 | 0.0% | — | 154 | +1,272 | New | Q4 2025 | Feb 05, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 1,250 | 81 | 0.01% | — | 155 | +1,250 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,242 | 80 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,133 | 73 | 0.0% | — | 157 | +1,118 | 7453.33% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,103 | 71 | 0.0% | 0.0% | 158 | -172 | -13.49% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,057 | 68 | 0.0% | 0.0% | 159 | -222 | -17.36% | Q4 2025 | Feb 06, 2026 |
| Founders Capital Management | History | No change | 1,015 | 65 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 989 | 64 | 0.0% | 0.0% | 161 | -33 | -3.23% | Q4 2025 | Feb 12, 2026 |
| Realta Investment Advisors | History | Reduced | 976 | 63 | 0.02% | 0.23% | 163 | -11,242 | -92.01% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 985 | 63 | 0.0% | 0.0% | 162 | +365 | 58.87% | Q4 2025 | Feb 11, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 912 | 59 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 876 | 56 | 0.0% | 0.0% | 165 | -400 | -31.35% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 854 | 55 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ORG Wealth Partners, LLC | History | New | 821 | 53 | 0.01% | — | 167 | +821 | New | Q4 2025 | Jan 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 787 | 51 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 800 | 51 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| REAP Financial Group, LLC | History | No change | 767 | 49 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pacifica Partners Inc. | History | Reduced | 700 | 46 | 0.02% | 0.02% | 171 | -110 | -13.58% | Q4 2025 | Jan 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 705 | 45 | 0.0% | — | 172 | +705 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 684 | 44 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 663 | 43 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AlphaCore Capital LLC | History | Added to | 650 | 42 | 0.0% | 0.0% | 175 | +500 | 333.33% | Q4 2025 | Feb 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 632 | 41 | 0.03% | 0.02% | 176 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 600 | 39 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 580 | 37 | 0.02% | 0.02% | 178 | -160 | -21.62% | Q4 2025 | Feb 18, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 555 | 36 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Smithfield Trust Co | History | No change | 527 | 34 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | No change | 535 | 34 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 520 | 33 | 0.0% | — | 182 | +520 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 510 | 33 | 0.0% | 0.0% | 183 | -50 | -8.93% | Q4 2025 | Jan 14, 2026 |
| CGC Financial Services, LLC | History | No change | 514 | 33 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 495 | 32 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 500 | 32 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 465 | 30 | 0.0% | 0.0% | 187 | -32 | -6.44% | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | New | 505 | 29 | 0.01% | — | 189 | +505 | New | Q4 2025 | Feb 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 451 | 29 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Fairscale Capital, LLC | History | No change | 447 | 29 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 428 | 27 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 418 | 27 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 422 | 27 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 406 | 26 | 0.0% | — | 196 | +406 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 382 | 26 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 405 | 26 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 400 | 25 | 0.0% | 0.01% | 197 | -200 | -33.33% | Q4 2025 | Jan 23, 2026 |
| Kilter Group LLC | History | No change | 391 | 25 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 350 | 22 | 0.0% | — | 199 | +350 | New | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 333 | 21 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| First Command Advisory Services, Inc. | History | No change | 333 | 21 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BankPlus Trust Department | History | No change | 310 | 20 | 0.01% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 300 | 19 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 283 | 18 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 285 | 18 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Financial Freedom, LLC | History | No change | 287 | 18 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | No change | 291 | 18 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SHP Wealth Management | History | New | 262 | 16 | 0.0% | — | 209 | +262 | New | Q4 2025 | Mar 04, 2026 |
| Advisors Preferred, LLC | History | New | 256 | 16 | 0.0% | — | 208 | +256 | New | Q4 2025 | Feb 02, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 260 | 16 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 228 | 14 | 0.0% | 0.0% | 214 | +47 | 25.97% | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 202 | 14 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ST GERMAIN D J CO INC | History | No change | 220 | 14 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bangor Savings Bank | History | No change | 223 | 14 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Roble, Belko & Company, Inc | History | New | 200 | 13 | 0.0% | — | 215 | +200 | New | Q4 2025 | Jan 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 207 | 13 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 193 | 12 | 0.01% | — | 219 | +193 | New | Q4 2025 | Feb 18, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 187 | 12 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 200 | 12 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 157 | 10 | 0.0% | 0.0% | 221 | +82 | 109.33% | Q4 2025 | Feb 10, 2026 |
| Center for Financial Planning, Inc. | History | No change | 159 | 10 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Caitlin John, LLC | History | No change | 155 | 10 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Dunhill Financial, LLC | History | Reduced | 139 | 9 | 0.0% | 0.0% | 223 | -4 | -2.8% | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 130 | 8 | 0.0% | — | 230 | +130 | New | Q4 2025 | Feb 09, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 125 | 8 | 0.0% | 0.01% | 227 | -60 | -32.43% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 125 | 8 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HM PAYSON & CO | History | No change | 132 | 8 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | No change | 131 | 8 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Paladin Advisory Group, LLC | History | No change | 130 | 8 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 133 | 8 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quattro Advisors LLC | History | New | 115 | 7 | 0.01% | — | 234 | +115 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 109 | 7 | 0.0% | — | 232 | +109 | New | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 111 | 7 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| City State Bank | History | No change | 120 | 7 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 100 | 6 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 106 | 6 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Concord Wealth Partners | History | No change | 105 | 6 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Crews Bank & Trust | History | No change | 100 | 6 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cheviot Value Management, LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HOWE & RUSLING INC | History | New | 75 | 4 | 0.0% | — | 243 | +75 | New | Q4 2025 | Feb 17, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 76 | 4 | 0.0% | 0.0% | 246 | +43 | 130.3% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | No change | 70 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tidemark, LLC | History | No change | 63 | 4 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | New | 57 | 3 | 0.0% | — | 256 | +57 | New | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 50 | 3 | 0.0% | — | 255 | +50 | New | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | No change | 53 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Anfield Capital Management, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 60 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Nemes Rush Group LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strategic Advocates LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Keystone Financial Group, Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 45 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kingdom Financial Group LLC. | History | New | 46 | 2 | 0.0% | — | 263 | +46 | New | Q4 2025 | Feb 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 45 | 2 | 0.0% | — | 264 | +45 | New | Q4 2025 | Feb 19, 2026 |
| WHITTIER TRUST CO | History | No change | 40 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 39 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Elevated Capital Advisors, LLC | History | New | 22 | 1 | 0.0% | — | 270 | +22 | New | Q4 2025 | Jan 27, 2026 |
| NBT BANK N A /NY | History | Added to | 65 | 1 | 0.0% | 0.0% | 266 | +8 | 14.04% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 26 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NVWM, LLC | History | No change | 17 | 1 | 0.0% | — | 268 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GS Investments, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.44% | — | -287,311 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.36% | — | -18,588 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SHUFRO ROSE & CO LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,550 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -8,918 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,891 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lake Hills Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -7,930 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,241 | -100.0% | Q3 2025 | Oct 17, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,238 | -100.0% | Q3 2025 | Nov 05, 2025 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,197 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -850 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -462 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PINNEY & SCOFIELD, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Indiana Trust & Investment Management Co | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 09, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Armor Investment Advisors, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -50 | -76.92% | Q4 2025 | Feb 05, 2026 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Byrne Asset Management LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -20 | -57.14% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Quent Capital, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 29, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Winch Advisory Services, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quaker Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |