Legg Mason ETF Investment Trust - LVHI
Detailed investor-level table based on 13F positions.
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 | 9,973,522 | 367,225 | 0.1% | 0.09% | 1 | +1,394,567 | 16.26% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 3,985,050 | 146,729 | 0.01% | 0.01% | 2 | +353,957 | 9.75% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,820,733 | 140,679 | 0.09% | 0.09% | 3 | +105,872 | 2.85% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,739,928 | 137,704 | 0.01% | 0.01% | 4 | +388,570 | 11.59% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,510,860 | 92,449 | 0.02% | 0.02% | 5 | +5,172 | 0.21% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,405,138 | 88,557 | 0.03% | 0.02% | 6 | +246,852 | 11.44% | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | Reduced | 2,205,917 | 81,221 | 0.17% | 0.18% | 7 | -224,474 | -9.24% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,903,982 | 70,104 | 0.02% | 0.02% | 8 | +173,653 | 10.04% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,419,817 | 52,277 | 1.0% | 0.95% | 9 | +60,716 | 4.47% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,394,108 | 51,331 | 0.01% | 0.01% | 10 | -296,151 | -17.52% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,392,971 | 51,289 | 0.06% | 0.05% | 11 | +54,177 | 4.05% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 1,382,391 | 50,899 | 0.01% | 0.01% | 12 | +61,882 | 4.69% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 1,362,608 | 50,171 | 0.05% | 0.05% | 13 | +42,948 | 3.25% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,309,172 | 48,203 | 0.06% | 0.06% | 14 | -20,363 | -1.53% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,268,455 | 46,704 | 0.04% | 0.03% | 15 | +287,427 | 29.3% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,246,084 | 45,880 | 0.07% | 0.07% | 16 | -278,142 | -18.25% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,242,587 | 45,752 | 0.03% | 0.02% | 17 | +257,666 | 26.16% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,152,169 | 42,424 | 0.01% | — | 18 | +1,152,169 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 971,487 | 35,770 | 0.1% | 0.08% | 19 | +236,149 | 32.11% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 960,254 | 35,356 | 0.17% | 0.16% | 20 | +38,770 | 4.21% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 871,242 | 32,079 | 0.13% | 0.02% | 21 | +772,166 | 779.37% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 679,433 | 25,016 | 1.13% | 0.99% | 22 | +83,989 | 14.11% | Q4 2025 | Feb 06, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 595,158 | 21,913 | 2.51% | 2.4% | 23 | +9,148 | 1.56% | Q4 2025 | Jan 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 570,221 | 20,995 | 0.14% | 0.13% | 24 | +44,439 | 8.45% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 562,298 | 20,703 | 0.05% | 0.05% | 25 | +21,238 | 3.93% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 532,185 | 19,595 | 0.15% | — | 26 | +532,185 | New | Q4 2025 | Feb 18, 2026 |
| Frontier Asset Management, LLC | History | Added to | 482,833 | 17,777 | 4.12% | 3.91% | 27 | +31,965 | 7.09% | Q4 2025 | Feb 04, 2026 |
| MOR Wealth Management, LLC | History | New | 452,727 | 16,669 | 7.62% | — | 28 | +452,727 | New | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 427,732 | 15,749 | 0.04% | 0.03% | 29 | +73,287 | 20.68% | Q4 2025 | Feb 05, 2026 |
| SK Wealth Management, LLC | History | Reduced | 407,694 | 15,675 | 4.37% | 5.83% | 30 | -35,888 | -8.09% | Q4 2025 | Jan 30, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 380,444 | 14,007 | 5.77% | 6.12% | 31 | -17,131 | -4.31% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 375,218 | 13,815 | 0.21% | 0.21% | 32 | +745 | 0.2% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 360,000 | 13,255 | 0.0% | 0.0% | 33 | +134,113 | 59.37% | Q4 2025 | Feb 12, 2026 |
| Curran Financial Partners, LLC | History | Added to | 353,895 | 13,030 | 2.47% | 2.06% | 34 | +53,805 | 17.93% | Q4 2025 | Jan 22, 2026 |
| World Investment Advisors | History | Reduced | 353,280 | 13,007 | 0.21% | 0.25% | 35 | -3,383 | -0.95% | Q4 2025 | Mar 12, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 352,981 | 12,996 | 0.89% | 0.83% | 36 | +233 | 0.07% | Q4 2025 | Jan 26, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | New | 348,095 | 12,816 | 2.84% | — | 37 | +348,095 | New | Q4 2025 | Jan 23, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 337,224 | 12,416 | 2.4% | 2.27% | 38 | +1,062 | 0.32% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 300,283 | 11,056 | 0.06% | 0.06% | 39 | +1,110 | 0.37% | Q4 2025 | Feb 12, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 266,584 | 9,815 | 8.12% | 7.55% | 40 | +7,841 | 3.03% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 266,549 | 9,814 | 0.02% | 0.03% | 41 | -87,271 | -24.67% | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 244,085 | 8,987 | 0.7% | — | 42 | +244,085 | New | Q4 2025 | Mar 04, 2026 |
| Keudell/Morrison Wealth Management | History | New | 241,000 | 8,873 | 1.86% | — | 43 | +241,000 | New | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 231,027 | 8,506 | 0.01% | 0.01% | 44 | +11,850 | 5.41% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 196,985 | 7,333 | 0.01% | 0.01% | 45 | +13,817 | 7.54% | Q4 2025 | Jan 08, 2026 |
| Atria Investments, Inc | History | Added to | 189,743 | 6,986 | 0.08% | 0.07% | 46 | +4,072 | 2.19% | Q4 2025 | Feb 05, 2026 |
| BFSG, LLC | History | Added to | 188,422 | 6,937 | 0.67% | 0.61% | 47 | +7,332 | 4.05% | Q4 2025 | Jan 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 185,656 | 6,835 | 0.04% | 0.04% | 48 | +10,171 | 5.8% | Q4 2025 | Jan 29, 2026 |
| VestGen Advisors, LLC | History | Reduced | 179,050 | 6,592 | 0.28% | 0.23% | 49 | -23,053 | -11.41% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 178,766 | 6,582 | 0.04% | 0.04% | 50 | -39,744 | -18.19% | Q4 2025 | Jan 29, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 174,343 | 6,419 | 5.38% | 5.03% | 51 | -2,555 | -1.44% | Q4 2025 | Jan 20, 2026 |
| Montis Financial, LLC | History | Reduced | 165,724 | 6,101 | 1.21% | 1.33% | 52 | -298 | -0.18% | Q4 2025 | Feb 11, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 164,982 | 6,074 | 2.88% | 1.21% | 53 | +26,856 | 19.44% | Q4 2025 | Feb 06, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 161,961 | 5,963 | 3.92% | — | 54 | +161,961 | New | Q4 2025 | Feb 13, 2026 |
| Haven Private, LLC | History | Added to | 160,489 | 5,909 | 2.59% | 2.34% | 55 | +7,765 | 5.08% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 138,576 | 5,102 | 0.0% | 0.0% | 56 | +100,974 | 268.53% | Q4 2025 | Feb 11, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 137,250 | 5,053 | 2.99% | 3.4% | 57 | -3,829 | -2.71% | Q4 2025 | Feb 17, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 136,935 | 5,041 | 1.45% | 1.36% | 58 | +7,275 | 5.61% | Q4 2025 | Jan 27, 2026 |
| Ethos Financial Group, LLC | History | Added to | 134,780 | 4,962 | 0.37% | 0.36% | 59 | +3,300 | 2.51% | Q4 2025 | Jan 20, 2026 |
| Focus Financial Network, Inc. | History | Added to | 132,468 | 4,877 | 0.17% | 0.16% | 60 | +1,678 | 1.28% | Q4 2025 | Jan 12, 2026 |
| Plan Group Financial, LLC | History | Added to | 132,177 | 4,866 | 1.26% | 1.21% | 61 | +2,817 | 2.18% | Q4 2025 | Feb 03, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 131,480 | 4,841 | 0.54% | 0.49% | 62 | +14,514 | 12.41% | Q4 2025 | Feb 17, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 127,193 | 4,683 | 3.05% | — | 63 | +127,193 | New | Q4 2025 | Apr 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 127,060 | 4,678 | 0.07% | 0.05% | 64 | +17,165 | 15.62% | Q4 2025 | Feb 02, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 122,065 | 4,494 | 2.04% | 1.83% | 65 | +3,251 | 2.74% | Q4 2025 | Jan 07, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 119,483 | 4,399 | 3.0% | 3.01% | 66 | +3,618 | 3.12% | Q4 2025 | Feb 02, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 118,338 | 4,357 | 2.36% | 2.29% | 67 | +915 | 0.78% | Q4 2025 | Jan 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 114,569 | 4,218 | 0.03% | 0.03% | 68 | +2,504 | 2.23% | Q4 2025 | Jan 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 114,202 | 4,204 | 0.15% | 0.15% | 69 | +3,742 | 3.39% | Q4 2025 | Feb 04, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 113,258 | 4,170 | 1.1% | 1.02% | 70 | +7,338 | 6.93% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 112,633 | 4,147 | 0.09% | 0.1% | 71 | +3,113 | 2.84% | Q4 2025 | Feb 06, 2026 |
| Sunrise Financial Services, LLC | History | New | 112,579 | 4,145 | 3.12% | — | 72 | +112,579 | New | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 101,676 | 3,743 | 0.0% | 0.0% | 73 | +36,378 | 55.71% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 97,636 | 3,594 | 0.04% | 0.05% | 74 | +12,097 | 14.14% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 95,638 | 3,521 | 0.01% | 0.03% | 75 | -138,541 | -59.16% | Q4 2025 | Feb 12, 2026 |
| Asset One Wealth Management LLC | History | New | 90,102 | 3,488 | 0.48% | — | 76 | +90,102 | New | Q4 2025 | Feb 17, 2026 |
| Principle Wealth Partners LLC | History | Added to | 93,975 | 3,460 | 0.19% | 0.19% | 77 | +10 | 0.01% | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 92,896 | 3,420 | 0.07% | 0.07% | 78 | +5,054 | 5.75% | Q4 2025 | Feb 06, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 91,759 | 3,378 | 0.51% | 0.37% | 79 | +23,578 | 34.58% | Q4 2025 | Jan 13, 2026 |
| CROBAN | History | Added to | 91,465 | 3,366 | 1.62% | 1.06% | 80 | +45,840 | 100.47% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 91,251 | 3,359 | 0.01% | 0.0% | 81 | +2,642 | 2.98% | Q4 2025 | Feb 13, 2026 |
| BLUELINE ADVISORS LLC | History | New | 90,632 | 3,337 | 2.72% | — | 82 | +90,632 | New | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 87,172 | 3,209 | 0.0% | 0.01% | 83 | -44,049 | -33.57% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 84,299 | 3,117 | 0.21% | 0.21% | 84 | +3,603 | 4.46% | Q4 2025 | Jan 15, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 77,624 | 2,893 | 0.84% | 0.81% | 85 | +6,311 | 8.85% | Q4 2025 | Jan 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 73,359 | 2,701 | 0.1% | 0.06% | 86 | +31,927 | 77.06% | Q4 2025 | Feb 17, 2026 |
| Bison Wealth, LLC | History | New | 69,367 | 2,698 | 0.3% | — | 87 | +69,367 | New | Q4 2025 | Mar 24, 2026 |
| Savvy Advisors, Inc. | History | Added to | 70,835 | 2,608 | 0.08% | 0.02% | 88 | +57,288 | 422.88% | Q4 2025 | Jan 20, 2026 |
| Maia Wealth LLC | History | Added to | 64,281 | 2,597 | 0.44% | 0.33% | 89 | +9,736 | 17.85% | Q4 2025 | Feb 17, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 66,938 | 2,464 | 1.75% | — | 90 | +66,938 | New | Q4 2025 | Feb 13, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 65,924 | 2,427 | 1.83% | 1.62% | 91 | +13,707 | 26.25% | Q4 2025 | Jan 20, 2026 |
| Sonoma Allocations LLC | History | Reduced | 61,696 | 2,383 | 0.79% | 1.57% | 92 | -61,632 | -49.97% | Q4 2025 | Feb 23, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 62,962 | 2,318 | 1.41% | 1.26% | 93 | +7,313 | 13.14% | Q4 2025 | Jan 16, 2026 |
| Sigma Planning Corp | History | Added to | 61,733 | 2,272 | 0.06% | 0.06% | 94 | +640 | 1.05% | Q4 2025 | Jan 30, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 61,361 | 2,259 | 0.18% | 0.18% | 95 | -1,550 | -2.46% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 61,230 | 2,254 | 0.05% | 0.05% | 96 | +1,377 | 2.3% | Q4 2025 | Feb 09, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 60,338 | 2,221 | 0.04% | 0.04% | 97 | +4,009 | 7.12% | Q4 2025 | Jan 16, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 59,460 | 2,189 | 0.13% | 0.13% | 98 | -1,180 | -1.95% | Q4 2025 | Feb 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 58,480 | 2,153 | 0.48% | 0.49% | 99 | +182 | 0.31% | Q4 2025 | Jan 09, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 57,891 | 2,131 | 0.91% | 0.86% | 100 | +537 | 0.94% | Q4 2025 | Jan 15, 2026 |
| Founders Financial Alliance, LLC | History | New | 57,349 | 2,111 | 0.4% | — | 101 | +57,349 | New | Q4 2025 | Feb 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 56,729 | 2,088 | 0.07% | 0.06% | 102 | -3,527 | -5.85% | Q4 2025 | Jan 09, 2026 |
| PFG Advisors | History | Added to | 56,624 | 2,084 | 0.1% | 0.08% | 103 | +571 | 1.02% | Q4 2025 | Jan 27, 2026 |
| Freestate Advisors LLC | History | Added to | 56,458 | 2,078 | 1.69% | 1.34% | 104 | +10,474 | 22.78% | Q4 2025 | Jan 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 55,784 | 2,053 | 0.23% | 0.22% | 105 | +671 | 1.22% | Q4 2025 | Jan 20, 2026 |
| Ameritas Advisory Services, LLC | History | New | 55,076 | 2,027 | 0.08% | — | 106 | +55,076 | New | Q4 2025 | Feb 04, 2026 |
| LANE BROTHERS & CO INC | History | New | 54,364 | 2,001 | 1.45% | — | 107 | +54,364 | New | Q4 2025 | Mar 13, 2026 |
| Balefire, LLC | History | Added to | 53,584 | 1,972 | 0.38% | 0.35% | 108 | +2,641 | 5.18% | Q4 2025 | Jan 12, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 53,117 | 1,955 | 1.34% | 0.79% | 109 | +20,843 | 64.58% | Q4 2025 | Jan 14, 2026 |
| Provident Wealth Management, LLC | History | Added to | 50,388 | 1,855 | 0.55% | 0.5% | 110 | +2,657 | 5.57% | Q4 2025 | Jan 28, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 48,970 | 1,803 | 0.13% | 0.11% | 111 | +631 | 1.31% | Q4 2025 | Jan 14, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 48,247 | 1,776 | 0.3% | 0.25% | 112 | +6,096 | 14.46% | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Partners, LLC | History | New | 47,025 | 1,731 | 0.45% | — | 113 | +47,025 | New | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 45,725 | 1,683 | 0.14% | 0.14% | 114 | -1,500 | -3.18% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 45,648 | 1,680 | 0.03% | 0.03% | 115 | +5,395 | 13.4% | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | New | 43,158 | 1,589 | 0.06% | — | 116 | +43,158 | New | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 42,762 | 1,574 | 0.02% | 0.02% | 117 | -4,350 | -9.23% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 41,888 | 1,542 | 0.01% | 0.01% | 118 | +1,681 | 4.18% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 41,527 | 1,529 | 0.01% | 0.01% | 119 | +9,282 | 28.79% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 41,471 | 1,526 | 0.03% | 0.03% | 120 | +3,298 | 8.64% | Q4 2025 | Feb 02, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 38,808 | 1,428 | 0.78% | 0.53% | 121 | +11,649 | 42.89% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Added to | 38,549 | 1,419 | 0.02% | 0.02% | 122 | +6,774 | 21.32% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 38,521 | 1,418 | 0.0% | 0.0% | 123 | +13,058 | 51.28% | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | Added to | 38,507 | 1,417 | 0.07% | 0.04% | 124 | +25,871 | 204.74% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 37,131 | 1,367 | 0.04% | 0.04% | 125 | +489 | 1.33% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 36,410 | 1,340 | 0.01% | 0.01% | 126 | +26,718 | 275.67% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 35,827 | 1,319 | 0.0% | 0.0% | 127 | +1,932 | 5.7% | Q4 2025 | Mar 16, 2026 |
| Trilogy Capital Inc. | History | Reduced | 35,598 | 1,310 | 0.06% | 0.06% | 128 | -1,361 | -3.68% | Q4 2025 | Jan 22, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 33,871 | 1,287 | 0.04% | 0.04% | 129 | -2,448 | -6.74% | Q4 2025 | Jan 23, 2026 |
| IFG Advisory, LLC | History | Added to | 34,699 | 1,277 | 0.06% | 0.03% | 130 | +12,561 | 56.74% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 34,042 | 1,253 | 0.02% | 0.02% | 131 | +7,072 | 26.22% | Q4 2025 | Jan 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 33,714 | 1,241 | 0.0% | 0.0% | 132 | -690 | -2.01% | Q4 2025 | Feb 12, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 33,244 | 1,224 | 0.59% | 0.51% | 133 | +2,770 | 9.09% | Q4 2025 | Feb 13, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 32,441 | 1,194 | 1.47% | 2.48% | 134 | -75,007 | -69.81% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | New | 31,660 | 1,165 | 0.02% | — | 135 | +31,660 | New | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 30,586 | 1,126 | 0.39% | 0.41% | 136 | +24,658 | 415.96% | Q4 2025 | Jan 20, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 30,371 | 1,118 | 0.13% | 0.12% | 137 | +1,327 | 4.57% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 29,992 | 1,104 | 0.02% | 0.02% | 138 | +2,242 | 8.08% | Q4 2025 | Feb 13, 2026 |
| Valued Retirements, Inc. | History | Added to | 29,306 | 1,079 | 1.05% | 0.79% | 139 | +7,908 | 36.96% | Q4 2025 | Feb 09, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 28,786 | 1,059 | 0.0% | 0.0% | 140 | +8,884 | 44.64% | Q4 2025 | Feb 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 28,783 | 1,059 | 0.12% | 0.1% | 141 | +3,975 | 16.02% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 28,710 | 1,057 | 0.03% | 0.02% | 142 | +5,164 | 21.93% | Q4 2025 | Feb 11, 2026 |
| Elevation Capital Advisory, LLC | History | New | 28,684 | 1,056 | 0.43% | — | 143 | +28,684 | New | Q4 2025 | Jan 26, 2026 |
| GTS SECURITIES LLC | History | Added to | 28,441 | 1,047 | 0.04% | 0.02% | 144 | +16,353 | 135.28% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 28,243 | 1,039 | 0.06% | 0.07% | 145 | -1,698 | -5.67% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 27,638 | 1,017 | 0.11% | 0.1% | 146 | +889 | 3.32% | Q4 2025 | Feb 13, 2026 |
| Lifetime Wealth Management P.C. | History | New | 27,539 | 1,013 | 0.64% | — | 147 | +27,539 | New | Q4 2025 | Mar 25, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 27,167 | 1,000 | 0.82% | 0.8% | 148 | +4,026 | 17.4% | Q4 2025 | Feb 02, 2026 |
| CHOREO, LLC | History | Added to | 27,040 | 999 | 0.01% | 0.01% | 149 | +282 | 1.05% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 26,813 | 987 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 26,593 | 979 | 0.11% | — | 151 | +26,593 | New | Q4 2025 | Feb 11, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 26,165 | 967 | 0.1% | 0.08% | 152 | +3,428 | 15.08% | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 25,978 | 956 | 0.53% | 0.48% | 153 | +2,342 | 9.91% | Q4 2025 | Jan 30, 2026 |
| Kingsview Wealth Management, LLC | History | New | 25,945 | 955 | 0.01% | — | 154 | +25,945 | New | Q4 2025 | Feb 09, 2026 |
| Hilltop Holdings Inc. | History | Added to | 25,773 | 948 | 0.06% | 0.05% | 155 | +279 | 1.09% | Q4 2025 | Feb 17, 2026 |
| Shore Point Advisors, LLC | History | Added to | 24,730 | 910 | 0.39% | 0.38% | 156 | +261 | 1.07% | Q4 2025 | Jan 23, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 23,605 | 906 | 0.15% | 0.14% | 157 | +516 | 2.23% | Q4 2025 | Feb 06, 2026 |
| M Holdings Securities, Inc. | History | New | 24,523 | 903 | 0.06% | — | 158 | +24,523 | New | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 24,432 | 899 | 0.02% | 0.02% | 159 | +4,428 | 22.14% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 23,738 | 874 | 0.0% | — | 160 | +23,738 | New | Q4 2025 | Mar 25, 2026 |
| OneAscent Financial Services LLC | History | New | 23,495 | 865 | 0.08% | — | 161 | +23,495 | New | Q4 2025 | Feb 11, 2026 |
| VestGen Investment Management | History | Added to | 21,579 | 794 | 0.44% | 0.43% | 162 | +1,179 | 5.78% | Q4 2025 | Feb 18, 2026 |
| Advisory Services Network, LLC | History | Added to | 21,036 | 774 | 0.01% | 0.01% | 163 | +507 | 2.47% | Q4 2025 | Feb 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 20,346 | 749 | 0.06% | 0.05% | 164 | +1,072 | 5.56% | Q4 2025 | Jan 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 19,977 | 735 | 0.04% | 0.03% | 165 | +5,789 | 40.8% | Q4 2025 | Jan 26, 2026 |
| True Vision MN LLC | History | Reduced | 19,768 | 727 | 0.37% | 0.36% | 166 | -16 | -0.08% | Q4 2025 | Jan 14, 2026 |
| BFI Infinity Ltd. | History | Added to | 19,713 | 726 | 0.45% | 0.28% | 167 | +7,638 | 63.25% | Q4 2025 | Jan 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,342 | 712 | 0.01% | 0.01% | 168 | +127 | 0.66% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 18,999 | 699 | 0.0% | 0.0% | 169 | +4,031 | 26.93% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,875 | 694 | 0.01% | 0.01% | 170 | +2,031 | 12.06% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 17,770 | 654 | 0.0% | 0.0% | 171 | +2,856 | 19.15% | Q4 2025 | Feb 13, 2026 |
| Nautilus Advisors LLC | History | Added to | 17,605 | 648 | 0.42% | 0.33% | 172 | +3,374 | 23.71% | Q4 2025 | Jan 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 16,783 | 617 | 0.0% | 0.0% | 173 | +2,208 | 15.15% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 16,407 | 604 | 0.03% | 0.03% | 174 | +87 | 0.53% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | New | 15,748 | 580 | 0.0% | — | 175 | +15,748 | New | Q4 2025 | Mar 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 15,648 | 576 | 0.03% | 0.02% | 176 | +3,969 | 33.98% | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 15,428 | 568 | 0.0% | 0.0% | 177 | -9,772 | -38.78% | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 15,309 | 564 | 0.03% | 0.03% | 178 | -265 | -1.7% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 15,210 | 560 | 0.0% | 0.0% | 179 | +2,460 | 19.29% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 14,937 | 549 | 0.01% | 0.01% | 180 | -448 | -2.91% | Q4 2025 | Feb 02, 2026 |
| Magnus Financial Group LLC | History | No change | 14,239 | 524 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 13,985 | 514 | 0.01% | 0.02% | 182 | -6,355 | -31.24% | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | Added to | 13,867 | 510 | 0.0% | 0.0% | 183 | +1,709 | 14.06% | Q4 2025 | Feb 06, 2026 |
| Hershey Financial Advisers, LLC | History | New | 13,733 | 505 | 0.43% | — | 184 | +13,733 | New | Q4 2025 | Feb 18, 2026 |
| Dentgroup LLC | History | No change | 13,427 | 494 | 0.34% | 0.3% | 185 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 13,266 | 488 | 0.02% | — | 186 | +13,266 | New | Q4 2025 | Feb 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 13,204 | 486 | 0.12% | 0.12% | 187 | -23 | -0.17% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 13,000 | 478 | 0.0% | 0.0% | 188 | +2,016 | 18.35% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Reduced | 12,844 | 472 | 0.02% | 0.02% | 189 | -2,926 | -18.55% | Q4 2025 | Jan 20, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,611 | 464 | 0.0% | — | 190 | +12,611 | New | Q4 2025 | Feb 10, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 12,592 | 463 | 0.4% | — | 191 | +12,592 | New | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 12,500 | 460 | 0.02% | 0.02% | 192 | +775 | 6.61% | Q4 2025 | Jan 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,449 | 458 | 0.01% | 0.01% | 193 | +738 | 6.3% | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | Added to | 11,524 | 442 | 0.07% | 0.05% | 194 | +1,896 | 19.69% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,811 | 434 | 0.0% | 0.0% | 195 | +4,588 | 63.52% | Q4 2025 | Feb 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 11,699 | 430 | 0.03% | 0.03% | 196 | +12 | 0.1% | Q4 2025 | Feb 11, 2026 |
| Indivisible Partners | History | New | 11,615 | 427 | 0.05% | — | 197 | +11,615 | New | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | No change | 11,498 | 423 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 11,439 | 421 | 0.01% | 0.0% | 199 | +3,044 | 36.26% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 11,349 | 418 | 0.0% | — | 200 | +11,349 | New | Q4 2025 | Feb 05, 2026 |
| Berger Financial Group, Inc | History | Added to | 10,992 | 404 | 0.02% | 0.02% | 201 | +104 | 0.96% | Q4 2025 | Jan 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 10,819 | 398 | 0.02% | 0.02% | 202 | +760 | 7.56% | Q4 2025 | Jan 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 10,633 | 392 | 0.0% | 0.0% | 203 | -40 | -0.37% | Q4 2025 | Jan 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 10,559 | 388 | 0.03% | 0.02% | 204 | +992 | 10.37% | Q4 2025 | Feb 20, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 9,839 | 362 | 0.14% | 0.22% | 205 | -7,682 | -43.84% | Q4 2025 | Feb 09, 2026 |
| Clarus Group, Inc. | History | No change | 9,725 | 358 | 0.13% | 0.12% | 206 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Centurion Wealth Management LLC | History | New | 9,572 | 352 | 0.08% | — | 207 | +9,572 | New | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,486 | 349 | 0.03% | 0.03% | 208 | +294 | 3.2% | Q4 2025 | Jan 26, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 9,310 | 342 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Creekside Partners | History | No change | 9,143 | 336 | 0.14% | 0.14% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 8,922 | 328 | 0.12% | 0.1% | 211 | +668 | 8.09% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Added to | 8,856 | 326 | 0.0% | 0.0% | 212 | +8,792 | 13737.5% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 8,848 | 325 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 8,518 | 313 | 0.02% | 0.02% | 214 | +98 | 1.16% | Q4 2025 | Feb 04, 2026 |
| SMITH, MOORE & CO. | History | Added to | 8,307 | 305 | 0.02% | 0.02% | 215 | +1,997 | 31.65% | Q4 2025 | Jan 23, 2026 |
| ProVise Management Group, LLC | History | Added to | 8,289 | 305 | 0.02% | 0.02% | 216 | +1,408 | 20.46% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 7,888 | 290 | 0.02% | 0.02% | 217 | -222 | -2.74% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 7,355 | 270 | 0.02% | — | 218 | +7,355 | New | Q4 2025 | Feb 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 7,114 | 261 | 0.02% | — | 219 | +7,114 | New | Q4 2025 | Jan 15, 2026 |
| Signal Advisors Wealth, LLC | History | New | 7,000 | 257 | 0.02% | — | 220 | +7,000 | New | Q4 2025 | Jan 13, 2026 |
| Elm3 Financial Group, LLC | History | New | 6,958 | 256 | 0.21% | — | 221 | +6,958 | New | Q4 2025 | Jan 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 6,748 | 248 | 0.03% | — | 222 | +6,748 | New | Q4 2025 | Feb 13, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 6,706 | 246 | 0.07% | 0.17% | 223 | -10,802 | -61.7% | Q4 2025 | Feb 06, 2026 |
| Clear Point Advisors Inc. | History | Added to | 6,687 | 246 | 0.19% | 0.18% | 224 | +147 | 2.25% | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 6,476 | 238 | 0.24% | — | 225 | +6,476 | New | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,462 | 237 | 0.03% | — | 226 | +6,462 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 6,430 | 236 | 0.0% | — | 227 | +6,430 | New | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 6,346 | 233 | 0.0% | 0.0% | 228 | +266 | 4.38% | Q4 2025 | Jan 20, 2026 |
| Prospera Financial Services Inc | History | New | 6,306 | 232 | 0.0% | — | 229 | +6,306 | New | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | New | 5,876 | 216 | 0.0% | — | 230 | +5,876 | New | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | New | 5,817 | 214 | 0.01% | — | 231 | +5,817 | New | Q4 2025 | Feb 11, 2026 |
| Encompass More Asset Management | History | New | 5,654 | 208 | 0.04% | — | 232 | +5,654 | New | Q4 2025 | Feb 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 5,580 | 205 | 0.01% | — | 233 | +5,580 | New | Q4 2025 | Feb 09, 2026 |
| Fortitude Financial, LLC | History | Reduced | 5,504 | 202 | 0.17% | 0.67% | 234 | -34,195 | -86.14% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,524 | 166 | 0.0% | 0.01% | 235 | -36,749 | -89.04% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,398 | 162 | 0.01% | 0.01% | 236 | +1,233 | 38.96% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,184 | 154 | 0.0% | 0.0% | 237 | -907 | -17.82% | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | New | 4,133 | 152 | 0.03% | — | 238 | +4,133 | New | Q4 2025 | Feb 12, 2026 |
| Advisors Preferred, LLC | History | Reduced | 4,022 | 149 | 0.02% | 0.03% | 239 | -1,545 | -27.75% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | New | 3,884 | 143 | 0.0% | — | 240 | +3,884 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,896 | 143 | 0.0% | 0.0% | 241 | +334 | 9.38% | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,789 | 139 | 0.01% | 0.01% | 242 | +1,851 | 95.51% | Q4 2025 | Jan 29, 2026 |
| Key FInancial Inc | History | No change | 3,360 | 123 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,306 | 121 | 0.04% | 0.04% | 244 | +72 | 2.23% | Q4 2025 | Jan 22, 2026 |
| Glassman Wealth Services | History | New | 3,277 | 120 | 0.02% | — | 245 | +3,277 | New | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,010 | 110 | 0.0% | 0.0% | 246 | -1,543 | -33.89% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | New | 2,970 | 109 | 0.0% | — | 247 | +2,970 | New | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | No change | 1,538 | 56 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 1,189 | 43 | 0.0% | 0.0% | 249 | +712 | 149.27% | Q4 2025 | Jan 30, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,139 | 41 | 0.02% | 0.6% | 250 | -35,411 | -96.88% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 1,001 | 36 | 0.02% | — | 253 | +1,001 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 1,000 | 36 | 0.01% | — | 251 | +1,000 | New | Q4 2025 | Jan 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 988 | 36 | 0.0% | 0.0% | 252 | +20 | 2.07% | Q4 2025 | Feb 06, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 1,105 | 33 | 0.2% | 2.89% | 255 | -18,171 | -94.27% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 918 | 33 | 0.0% | — | 254 | +918 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 800 | 29 | 0.0% | — | 256 | +800 | New | Q4 2025 | Feb 05, 2026 |
| Stephens Consulting, LLC | History | No change | 467 | 17 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FSA Advisors, Inc. | History | New | 11,942 | 16 | 0.01% | — | 258 | +11,942 | New | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | New | 400 | 15 | 0.0% | — | 259 | +400 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | New | 363 | 13 | 0.0% | — | 260 | +363 | New | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | No change | 328 | 12 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of New Hampshire | History | New | 300 | 11 | 0.0% | — | 262 | +300 | New | Q4 2025 | Mar 16, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 291 | 10 | 0.0% | 0.0% | 263 | -542 | -65.07% | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | New | 265 | 9 | 0.0% | — | 264 | +265 | New | Q4 2025 | Jan 20, 2026 |
| GODSEY & GIBB, INC | History | New | 144 | 5 | 0.0% | — | 265 | +144 | New | Q4 2025 | Jan 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 98 | 4 | 0.0% | 0.01% | 266 | -599 | -85.94% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | New | 110 | 4 | 0.0% | — | 267 | +110 | New | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 70 | 2 | 0.0% | — | 268 | +70 | New | Q4 2025 | Feb 10, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 79 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 49 | 1 | 0.0% | — | 273 | +49 | New | Q4 2025 | Feb 11, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 272 | -13 | -31.71% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 270 | -10 | -20.0% | Q4 2025 | Jan 20, 2026 |
| Asset Dedication, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KWB Wealth | History | Closed out | 0 | 0 | — | 0.44% | — | -122,902 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -80,451 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,514 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,944 | -100.0% | Q3 2025 | Nov 14, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -11,265 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,457 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,817 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -524 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -433 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -408 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Cape Investment Advisory, Inc. | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |