Lloyds Banking Group plc - LYG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 151,258,982 | 801,672 | 0.27% | 0.25% | 1 | +1,300,718 | 0.87% | Q4 2025 | Feb 09, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 55,986,442 | 296,728 | 4.9% | 4.76% | 2 | -6,789,708 | -10.82% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 43,612,872 | 231,148 | 0.01% | 0.01% | 3 | +4,568,467 | 11.7% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 24,652,300 | 130,657 | 0.02% | 0.01% | 4 | -781,237 | -3.07% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 23,685,544 | 125,533 | 0.01% | 0.01% | 5 | -1,777,282 | -6.98% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 16,323,708 | 86,515 | 0.05% | 0.06% | 6 | -5,300,015 | -24.51% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 14,802,992 | 78,455 | 0.13% | 0.11% | 7 | +673,473 | 4.77% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 14,494,967 | 76,823 | 0.01% | 0.01% | 8 | +215,695 | 1.51% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 13,013,356 | 68,970 | 0.01% | 0.01% | 9 | -434,307 | -3.23% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 10,615,651 | 56,262 | 0.0% | 0.0% | 10 | -618,277 | -5.5% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 9,093,989 | 48,198 | 0.02% | 0.02% | 11 | +981,713 | 12.1% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 9,039,753 | 47,910 | 0.0% | 0.0% | 12 | -843,137 | -8.53% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,483,271 | 39,661 | 0.01% | 0.01% | 13 | -921,858 | -10.97% | Q4 2025 | Feb 10, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 6,971,101 | 36,946 | 0.07% | 0.05% | 14 | +642,848 | 10.16% | Q4 2025 | Feb 04, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 4,926,174 | 26,108 | 0.37% | 0.35% | 15 | -153,459 | -3.02% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,811,406 | 20,200 | 0.0% | 0.0% | 16 | -464,442 | -10.86% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 3,637,078 | 19,276 | 0.01% | 0.02% | 17 | -5,178,601 | -58.74% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 3,416,144 | 18,105 | 0.04% | 0.03% | 18 | +660,256 | 23.96% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,055,373 | 16,193 | 0.09% | 0.08% | 19 | +196,875 | 6.89% | Q4 2025 | Feb 11, 2026 |
| Janney Capital Management LLC | History | Reduced | 3,001,295 | 15,907 | 1.0% | 0.87% | 20 | -66,069 | -2.15% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,941,493 | 15,589 | 0.02% | 0.0% | 21 | +2,736,293 | 1333.48% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 2,426,464 | 12,860 | 0.02% | 0.03% | 22 | -1,039,864 | -30.0% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,417,351 | 12,811 | 0.0% | 0.0% | 23 | +1,443,781 | 148.3% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,409,680 | 12,771 | 0.01% | 0.01% | 24 | +654,579 | 37.3% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,368,327 | 12,558 | 0.0% | 0.0% | 25 | +88,309 | 3.87% | Q4 2025 | Feb 18, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,280,250 | 12,085 | 0.0% | 0.0% | 26 | +298,140 | 15.04% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,092,012 | 11,087 | 0.0% | 0.0% | 27 | +109,009 | 5.5% | Q4 2025 | Feb 11, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 2,057,267 | 10,903 | 0.01% | 0.01% | 28 | -25,079 | -1.2% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,934,490 | 10,252 | 0.0% | 0.0% | 29 | +844,955 | 77.55% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,798,065 | 9,529 | 0.01% | 0.01% | 30 | -52,209 | -2.82% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,645,966 | 8,723 | 0.0% | 0.0% | 31 | +778,868 | 89.82% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,627,532 | 8,625 | 0.0% | 0.0% | 32 | -506,842 | -23.75% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 1,492,606 | 7,910 | 0.01% | 0.01% | 33 | +37,294 | 2.56% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 1,473,080 | 7,807 | 0.12% | 0.11% | 34 | +50,167 | 3.53% | Q4 2025 | Feb 03, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,421,576 | 7,534 | 0.08% | 0.07% | 35 | +83,844 | 6.27% | Q4 2025 | Feb 02, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 1,270,284 | 6,733 | 0.01% | 0.01% | 36 | -358,181 | -22.0% | Q4 2025 | Feb 10, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 1,258,776 | 6,671 | 0.28% | 0.22% | 37 | +112,845 | 9.85% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,250,381 | 6,627 | 0.02% | 0.01% | 38 | +140,968 | 12.71% | Q4 2025 | Feb 13, 2026 |
| Beck Bode, LLC | History | Reduced | 1,198,846 | 6,353 | 1.06% | 0.93% | 39 | -68,341 | -5.39% | Q4 2025 | Feb 09, 2026 |
| Henry James International Management Inc. | History | Added to | 1,110,928 | 5,887 | 1.86% | 1.16% | 40 | +278,600 | 33.47% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,074,048 | 5,693 | 0.0% | — | 41 | +1,074,048 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,021,088 | 5,411 | 0.0% | 0.0% | 42 | -5,593,607 | -84.56% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,018,993 | 5,400 | 0.01% | 0.01% | 43 | +292 | 0.03% | Q4 2025 | Feb 18, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 995,220 | 5,274 | 0.1% | 0.09% | 44 | +25,669 | 2.65% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Added to | 989,792 | 5,228 | 0.01% | 0.01% | 45 | +52,378 | 5.59% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 983,459 | 5,213 | 0.01% | 0.01% | 46 | +91,951 | 10.31% | Q4 2025 | Feb 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 980,000 | 5,194 | 0.19% | 0.16% | 47 | +50,000 | 5.38% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 921,703 | 4,885 | 0.01% | 0.01% | 48 | +7,570 | 0.83% | Q4 2025 | Mar 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 908,470 | 4,814 | 0.01% | 0.01% | 49 | -138,895 | -13.26% | Q4 2025 | Jan 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 851,384 | 4,512 | 0.04% | 0.04% | 50 | +28,626 | 3.48% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 817,225 | 4,331 | 0.06% | 0.04% | 51 | +352,038 | 75.68% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 763,810 | 4,048 | 0.0% | 0.0% | 52 | +8,405 | 1.11% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 700,332 | 3,711 | 0.0% | 0.0% | 53 | -41,442 | -5.59% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 679,441 | 3,601 | 0.0% | 0.0% | 54 | -371,498 | -35.35% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 653,363 | 3,462 | 0.0% | 0.0% | 55 | +61,564 | 10.4% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 652,015 | 3,455 | 0.0% | 0.0% | 56 | +17,846 | 2.81% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 620,239 | 3,287 | 0.04% | 0.04% | 57 | -104,614 | -14.43% | Q4 2025 | Feb 02, 2026 |
| XTX Topco Ltd | History | Added to | 565,549 | 2,997 | 0.08% | 0.03% | 58 | +447,433 | 378.81% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 561,924 | 2,978 | 0.0% | 0.0% | 59 | +71,546 | 14.59% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 555,694 | 2,945 | 0.01% | — | 60 | +555,694 | New | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 526,739 | 2,791 | 0.0% | 0.0% | 61 | +29,899 | 6.02% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 519,800 | 2,754 | 0.0% | 0.03% | 62 | -4,650,200 | -89.95% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 515,412 | 2,731 | 0.0% | — | 63 | +515,412 | New | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 498,691 | 2,643 | 0.08% | 0.05% | 64 | +128,289 | 34.64% | Q4 2025 | Feb 19, 2026 |
| CITIGROUP INC | History | Reduced | 497,139 | 2,634 | 0.0% | 0.0% | 65 | -364,174 | -42.28% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 493,442 | 2,615 | 0.04% | 0.0% | 66 | +460,431 | 1394.78% | Q4 2025 | Feb 09, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 484,036 | 2,565 | 0.03% | 0.03% | 67 | -29,291 | -5.71% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 476,637 | 2,526 | 0.04% | 0.04% | 68 | +67,825 | 16.59% | Q4 2025 | Feb 06, 2026 |
| Brooklyn Investment Group | History | Added to | 454,021 | 2,410 | 0.11% | 0.08% | 69 | +314,481 | 225.37% | Q4 2025 | Feb 12, 2026 |
| Symmetry Investments LP | History | Reduced | 445,800 | 2,362 | 0.2% | 0.13% | 70 | -128,305 | -22.35% | Q4 2025 | Feb 17, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 428,958 | 2,273 | 0.09% | 0.1% | 71 | -114,720 | -21.1% | Q4 2025 | Feb 11, 2026 |
| HF Advisory Group, LLC | History | Added to | 421,216 | 2,232 | 0.78% | 0.67% | 72 | +19,512 | 4.86% | Q4 2025 | Jan 23, 2026 |
| Caprock Group, LLC | History | Reduced | 414,188 | 2,195 | 0.05% | 0.05% | 73 | -14,757 | -3.44% | Q4 2025 | Jan 28, 2026 |
| Vident Advisory, LLC | History | Reduced | 399,308 | 2,116 | 0.02% | 0.02% | 74 | -64,414 | -13.89% | Q4 2025 | Feb 18, 2026 |
| Neuberger Berman Group LLC | History | Added to | 397,465 | 2,106 | 0.0% | 0.0% | 75 | +19,099 | 5.05% | Q4 2025 | Feb 13, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 388,170 | 2,057 | 0.07% | 0.06% | 76 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Naviter Wealth, LLC | History | Reduced | 356,222 | 1,887 | 0.25% | 0.21% | 77 | -34,333 | -8.79% | Q4 2025 | Jan 21, 2026 |
| BTC Capital Management, Inc. | History | New | 348,118 | 1,846 | 0.13% | — | 78 | +348,118 | New | Q4 2025 | Jan 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 345,933 | 1,833 | 0.04% | — | 79 | +345,933 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 342,808 | 1,816 | 0.03% | 0.02% | 80 | +22,384 | 6.99% | Q4 2025 | Feb 12, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 338,220 | 1,792 | 1.36% | 1.38% | 81 | -50,573 | -13.01% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 332,200 | 1,760 | 0.0% | 0.0% | 82 | +248,300 | 295.95% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 330,370 | 1,750 | 0.0% | 0.0% | 83 | +65,450 | 24.71% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 325,896 | 1,727 | 0.02% | 0.01% | 84 | +59,618 | 22.39% | Q4 2025 | Feb 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 325,419 | 1,724 | 0.05% | 0.05% | 85 | -10,714 | -3.19% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 323,387 | 1,714 | 0.01% | 0.01% | 86 | -3,953 | -1.21% | Q4 2025 | Jan 05, 2026 |
| HRT FINANCIAL LP | History | New | 314,721 | 1,668 | 0.01% | — | 87 | +314,721 | New | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 309,619 | 1,640 | 0.03% | 0.02% | 88 | -2,873 | -0.92% | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 307,579 | 1,630 | 0.02% | 0.02% | 89 | +79,815 | 35.04% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 306,535 | 1,621 | 0.0% | 0.0% | 90 | +129,207 | 72.86% | Q4 2025 | Mar 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 303,915 | 1,610 | 0.0% | 0.0% | 91 | +39,222 | 14.82% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 295,498 | 1,566 | 0.0% | 0.0% | 92 | +3,026 | 1.03% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Added to | 283,297 | 1,501 | 0.0% | 0.0% | 93 | +38,289 | 15.63% | Q4 2025 | Feb 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 282,448 | 1,496 | 0.0% | 0.0% | 94 | -56,673 | -16.71% | Q4 2025 | Feb 06, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 278,900 | 1,478 | 0.07% | — | 95 | +278,900 | New | Q4 2025 | Feb 13, 2026 |
| Royal Palms Capital LLC | History | New | 278,661 | 1,476 | 1.75% | — | 96 | +278,661 | New | Q4 2025 | Feb 09, 2026 |
| Callan Family Office, LLC | History | Added to | 277,325 | 1,469 | 0.03% | 0.03% | 97 | +71,942 | 35.03% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 273,792 | 1,451 | 0.01% | 0.01% | 98 | +16,522 | 6.42% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 266,662 | 1,413 | 0.02% | 0.02% | 99 | -41,127 | -13.36% | Q4 2025 | Feb 09, 2026 |
| Revisor Wealth Management LLC | History | Added to | 252,396 | 1,366 | 0.37% | 0.19% | 100 | +126,621 | 100.67% | Q4 2025 | Jan 27, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 253,845 | 1,347 | 0.13% | 0.11% | 101 | +197 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 253,461 | 1,343 | 0.01% | 0.01% | 102 | +84,029 | 49.59% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 247,230 | 1,310 | 0.0% | 0.0% | 103 | +6,208 | 2.58% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 233,021 | 1,235 | 0.01% | 0.01% | 104 | +37,583 | 19.23% | Q4 2025 | Feb 12, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 231,342 | 1,226 | 0.09% | 0.11% | 105 | -72,400 | -23.84% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 230,201 | 1,220 | 0.0% | 0.0% | 106 | +76,779 | 50.04% | Q4 2025 | Feb 13, 2026 |
| INTRUST BANK NA | History | Added to | 229,364 | 1,215 | 0.1% | 0.08% | 107 | +14,566 | 6.78% | Q4 2025 | Feb 06, 2026 |
| Walleye Trading LLC | History | Added to | 210,519 | 1,115 | 0.0% | 0.0% | 108 | +193,327 | 1124.52% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 195,055 | 1,033 | 0.01% | 0.0% | 109 | +13,893 | 7.67% | Q4 2025 | Jan 29, 2026 |
| Ellevest, Inc. | History | Reduced | 194,779 | 1,032 | 0.14% | 0.13% | 110 | -224 | -0.11% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 191,968 | 1,017 | 0.01% | 0.01% | 111 | +11,662 | 6.47% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 183,461 | 998 | 0.0% | 0.0% | 112 | +31,872 | 21.03% | Q4 2025 | Jan 08, 2026 |
| May Hill Capital, LLC | History | Added to | 183,360 | 971 | 0.13% | 0.11% | 113 | +97,031 | 112.4% | Q4 2025 | Feb 05, 2026 |
| Forum Financial Management, LP | History | No change | 181,796 | 963 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 180,246 | 955 | 0.11% | 0.08% | 115 | +35,862 | 24.84% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 175,610 | 930 | 0.23% | 0.2% | 116 | -5,643 | -3.11% | Q4 2025 | Jan 12, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 175,469 | 929 | 0.03% | 0.12% | 117 | -1,277,387 | -87.92% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 175,371 | 928 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 171,907 | 911 | 0.18% | 0.18% | 119 | +31,863 | 22.75% | Q4 2025 | Feb 10, 2026 |
| Qtron Investments LLC | History | Reduced | 169,615 | 898 | 0.12% | 0.13% | 120 | -57,504 | -25.32% | Q4 2025 | Feb 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 167,904 | 889 | 0.06% | 0.05% | 121 | +9,785 | 6.19% | Q4 2025 | Jan 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 166,388 | 881 | 0.05% | 0.04% | 122 | +29,931 | 21.93% | Q4 2025 | Jan 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 164,875 | 873 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ballentine Partners, LLC | History | Added to | 163,649 | 867 | 0.01% | 0.01% | 124 | +6,179 | 3.92% | Q4 2025 | Feb 03, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 161,785 | 857 | 0.33% | 0.29% | 125 | -789 | -0.49% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 160,835 | 852 | 0.0% | 0.0% | 126 | -61,263 | -27.58% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 156,298 | 849 | 0.0% | 0.0% | 127 | +31,527 | 25.27% | Q4 2025 | Jan 15, 2026 |
| CIBC Asset Management Inc | History | Added to | 153,060 | 811 | 0.0% | 0.0% | 128 | +20,489 | 15.46% | Q4 2025 | Feb 10, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 146,357 | 775 | 0.14% | 0.11% | 129 | +6,988 | 5.01% | Q4 2025 | Jan 16, 2026 |
| SYON CAPITAL LLC | History | Added to | 140,676 | 745 | 0.04% | 0.03% | 130 | +144 | 0.1% | Q4 2025 | Feb 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 137,377 | 728 | 0.04% | 0.03% | 131 | +10,720 | 8.46% | Q4 2025 | Feb 11, 2026 |
| Quantbot Technologies LP | History | Added to | 136,872 | 725 | 0.02% | 0.01% | 132 | +39,708 | 40.87% | Q4 2025 | Feb 10, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 135,919 | 720 | 0.0% | — | 133 | +135,919 | New | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 128,373 | 706 | 0.01% | 0.01% | 134 | -36,920 | -22.34% | Q4 2025 | Jan 21, 2026 |
| Vise Technologies, Inc. | History | New | 128,362 | 680 | 0.01% | — | 135 | +128,362 | New | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 124,960 | 662 | 0.01% | 0.01% | 136 | -8,496 | -6.37% | Q4 2025 | Jan 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 124,231 | 658 | 0.0% | 0.0% | 137 | +1,438 | 1.17% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 123,860 | 656 | 0.0% | 0.0% | 138 | +29,519 | 31.29% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 122,963 | 651 | 0.0% | 0.0% | 139 | -1,947 | -1.56% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 122,364 | 648 | 0.0% | — | 140 | +122,364 | New | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 120,951 | 641 | 0.01% | 0.01% | 141 | +3,502 | 2.98% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 119,781 | 635 | 0.0% | 0.0% | 142 | -3,291 | -2.67% | Q4 2025 | Feb 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 117,638 | 623 | 0.01% | 0.01% | 143 | -9,184 | -7.24% | Q4 2025 | Jan 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 116,034 | 614 | 0.01% | 0.01% | 144 | -25,593 | -18.07% | Q4 2025 | Feb 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 115,278 | 610 | 0.11% | 0.14% | 145 | -61,797 | -34.9% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Added to | 114,061 | 607 | 0.01% | 0.01% | 146 | +13,876 | 13.85% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 114,330 | 605 | 0.0% | 0.0% | 147 | +1,448 | 1.28% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 111,979 | 593 | 0.0% | 0.0% | 149 | -80,496 | -41.82% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 112,072 | 593 | 0.0% | 0.0% | 148 | +10,479 | 10.31% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 110,671 | 586 | 0.01% | 0.01% | 150 | -12,716 | -10.31% | Q4 2025 | Jan 22, 2026 |
| Edge Wealth Management LLC | History | Reduced | 110,000 | 583 | 0.1% | 0.16% | 151 | -90,000 | -45.0% | Q4 2025 | Jan 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 107,422 | 569 | 0.02% | — | 152 | +107,422 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 104,700 | 554 | 0.0% | 0.0% | 153 | +102,650 | 5007.32% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 104,383 | 553 | 0.01% | — | 154 | +104,383 | New | Q4 2025 | Feb 17, 2026 |
| Papamarkou Wellner Asset Management inc. | History | Added to | 104,100 | 551 | 0.33% | 0.29% | 155 | +2,000 | 1.96% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 103,660 | 549 | 0.0% | 0.0% | 156 | -21,868 | -17.42% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 102,483 | 543 | 0.01% | 0.01% | 157 | +20,123 | 24.43% | Q4 2025 | Feb 03, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 102,533 | 543 | 0.03% | 0.05% | 158 | +876 | 0.86% | Q4 2025 | Jan 29, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 101,991 | 540 | 0.18% | 0.12% | 159 | +28,952 | 39.64% | Q4 2025 | Feb 12, 2026 |
| Cetera Trust Company, N.A | History | No change | 99,725 | 528 | 0.28% | 0.25% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Reduced | 97,591 | 517 | 0.07% | 0.08% | 161 | -27,322 | -21.87% | Q4 2025 | Jan 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 94,898 | 502 | 0.02% | 0.02% | 162 | +1,381 | 1.48% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Added to | 94,660 | 501 | 0.01% | 0.01% | 163 | +13,485 | 16.61% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | Reduced | 91,763 | 486 | 0.01% | 0.03% | 164 | -307,946 | -77.04% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 90,619 | 483 | 0.02% | 0.02% | 165 | +10,751 | 13.46% | Q4 2025 | Feb 13, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 90,094 | 477 | 0.28% | 0.23% | 166 | +6,140 | 7.31% | Q4 2025 | Jan 27, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 89,990 | 476 | 0.0% | 0.0% | 167 | -4,275 | -4.54% | Q4 2025 | Feb 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 89,676 | 475 | 0.07% | 0.07% | 168 | -1,168 | -1.29% | Q4 2025 | Jan 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 89,499 | 474 | 0.0% | 0.0% | 169 | -119 | -0.13% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 85,602 | 452 | 0.0% | 0.0% | 170 | -2,604 | -2.95% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 85,207 | 451 | 0.0% | 0.0% | 171 | -2,475 | -2.82% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 84,042 | 445 | 0.02% | 0.01% | 172 | +4,496 | 5.65% | Q4 2025 | Feb 06, 2026 |
| Abel Hall, LLC | History | Added to | 83,374 | 441 | 0.1% | 0.06% | 173 | +48,279 | 137.57% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 79,950 | 423 | 0.01% | 0.01% | 174 | -6,682 | -7.71% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 79,754 | 422 | 0.0% | 0.0% | 175 | +8,639 | 12.15% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 79,364 | 420 | 0.02% | 0.01% | 176 | +48,961 | 161.04% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 78,991 | 418 | 0.02% | 0.02% | 177 | +2,852 | 3.75% | Q4 2025 | Jan 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 78,769 | 417 | 0.0% | 0.0% | 178 | +40,911 | 108.06% | Q4 2025 | Jan 23, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 77,387 | 410 | 0.01% | 0.01% | 179 | +706 | 0.92% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 74,043 | 392 | 0.0% | 0.0% | 180 | +5,890 | 8.64% | Q4 2025 | Feb 17, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 70,113 | 384 | 0.02% | 0.02% | 181 | +15,072 | 27.38% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Added to | 70,255 | 372 | 0.0% | 0.0% | 182 | +19,015 | 37.11% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 69,859 | 370 | 0.0% | 0.0% | 183 | +29,727 | 74.07% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 68,955 | 365 | 0.01% | 0.01% | 184 | -16,951 | -19.73% | Q4 2025 | Feb 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 68,934 | 365 | 0.01% | 0.01% | 185 | +7,896 | 12.94% | Q4 2025 | Jan 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 68,313 | 362 | 0.01% | 0.0% | 186 | +869 | 1.29% | Q4 2025 | Feb 17, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 68,041 | 360 | 0.2% | 0.22% | 187 | -23,771 | -25.89% | Q4 2025 | Jan 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 67,534 | 357 | 0.0% | 0.0% | 188 | +16,141 | 31.41% | Q4 2025 | Feb 02, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 66,229 | 351 | 0.0% | 0.0% | 189 | +19,823 | 42.72% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 65,748 | 348 | 0.0% | 0.0% | 190 | +2,850 | 4.53% | Q4 2025 | Jan 28, 2026 |
| BSW Wealth Partners | History | Added to | 63,438 | 336 | 0.04% | 0.04% | 191 | +641 | 1.02% | Q4 2025 | Jan 23, 2026 |
| PDS Planning, Inc | History | Added to | 63,071 | 334 | 0.02% | 0.02% | 192 | +3,336 | 5.58% | Q4 2025 | Jan 26, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 61,945 | 328 | 0.1% | 0.26% | 193 | +2,955 | 5.01% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 61,798 | 327 | 0.0% | 0.0% | 194 | -13,869 | -18.33% | Q4 2025 | Feb 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 61,660 | 326 | 0.0% | 0.0% | 195 | +24,567 | 66.23% | Q4 2025 | Jan 30, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 61,114 | 323 | 0.08% | 0.06% | 196 | +8,344 | 15.81% | Q4 2025 | Jan 23, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 60,090 | 318 | 0.02% | 0.02% | 199 | +1,225 | 2.08% | Q4 2025 | Jan 15, 2026 |
| Alliance Wealth Advisors, LLC | History | Reduced | 60,063 | 318 | 0.14% | 0.12% | 198 | -508 | -0.84% | Q4 2025 | Jan 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 60,157 | 318 | 0.01% | 0.0% | 197 | +218 | 0.36% | Q4 2025 | Feb 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 59,056 | 312 | 0.02% | 0.01% | 200 | +18,344 | 45.06% | Q4 2025 | Jan 23, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 58,531 | 310 | 0.11% | — | 201 | +58,531 | New | Q4 2025 | Feb 12, 2026 |
| Traub Capital Management LLC | History | Reduced | 58,383 | 309 | 0.3% | 0.29% | 203 | -6,075 | -9.42% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 58,414 | 309 | 0.0% | 0.0% | 202 | +320 | 0.55% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | New | 58,039 | 307 | 0.02% | — | 204 | +58,039 | New | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Added to | 55,907 | 296 | 0.01% | 0.01% | 205 | +88 | 0.16% | Q4 2025 | Jan 20, 2026 |
| Lido Advisors, LLC | History | Added to | 64,017 | 295 | 0.0% | 0.0% | 206 | +6,170 | 10.67% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 55,434 | 293 | 0.0% | — | 207 | +55,434 | New | Q4 2025 | Feb 18, 2026 |
| Savant Capital, LLC | History | Added to | 54,912 | 291 | 0.0% | 0.0% | 208 | +11,789 | 27.34% | Q4 2025 | Feb 10, 2026 |
| Five Oceans Advisors | History | No change | 54,791 | 290 | 0.1% | 0.09% | 209 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 54,447 | 288 | 0.0% | — | 210 | +54,447 | New | Q4 2025 | Feb 05, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 54,000 | 286 | 0.02% | 0.02% | 211 | -12,000 | -18.18% | Q4 2025 | Feb 26, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 53,534 | 283 | 0.17% | 0.14% | 212 | +4,058 | 8.2% | Q4 2025 | Jan 06, 2026 |
| Virtu Financial LLC | History | New | 53,006 | 281 | 0.01% | — | 213 | +53,006 | New | Q4 2025 | Feb 23, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 52,625 | 278 | 0.16% | — | 214 | +52,625 | New | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 52,359 | 277 | 0.01% | 0.01% | 215 | +802 | 1.56% | Q4 2025 | Jan 27, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 51,533 | 273 | 0.08% | — | 216 | +51,533 | New | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Added to | 50,769 | 269 | 0.0% | 0.0% | 217 | +3,423 | 7.23% | Q4 2025 | Jan 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 50,420 | 267 | 0.05% | 0.04% | 218 | +9,647 | 23.66% | Q4 2025 | Feb 04, 2026 |
| one8zero8, LLC | History | No change | 50,000 | 265 | 0.06% | 0.05% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Frec Markets, Inc. | History | New | 49,717 | 263 | 0.08% | — | 222 | +49,717 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 49,642 | 263 | 0.0% | — | 220 | +49,642 | New | Q4 2025 | Feb 13, 2026 |
| Clarius Group, LLC | History | No change | 49,760 | 263 | 0.02% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 49,339 | 261 | 0.01% | 0.01% | 223 | +544 | 1.11% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 49,109 | 260 | 0.0% | 0.0% | 224 | -4,472 | -8.35% | Q4 2025 | Feb 13, 2026 |
| West Family Investments, Inc. | History | No change | 48,734 | 258 | 0.06% | 7.48% | 225 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 48,409 | 256 | 0.02% | — | 226 | +48,409 | New | Q4 2025 | Feb 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 48,152 | 255 | 0.05% | 0.04% | 227 | -281 | -0.58% | Q4 2025 | Jan 30, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 46,975 | 248 | 0.0% | 0.0% | 228 | +165 | 0.35% | Q4 2025 | Jan 16, 2026 |
| Fielder Capital Group LLC | History | Added to | 46,743 | 247 | 0.05% | 0.05% | 229 | +130 | 0.28% | Q4 2025 | Feb 10, 2026 |
| TORONTO DOMINION BANK | History | No change | 46,095 | 244 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| New Republic Capital, LLC | History | Added to | 45,384 | 240 | 0.06% | 0.03% | 233 | +24,937 | 121.96% | Q4 2025 | Feb 10, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 45,295 | 240 | 0.04% | 0.05% | 232 | -13,775 | -23.32% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 45,429 | 240 | 0.03% | 0.03% | 231 | -711 | -1.54% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 44,928 | 238 | 0.01% | 0.0% | 234 | +10,136 | 29.13% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | Added to | 43,921 | 232 | 0.02% | 0.01% | 235 | +13,840 | 46.01% | Q4 2025 | Jan 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 43,406 | 230 | 0.0% | 0.0% | 236 | +5,804 | 15.44% | Q4 2025 | Jan 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 42,912 | 227 | 0.0% | 0.0% | 237 | +173 | 0.4% | Q4 2025 | Jan 21, 2026 |
| CHICAGO TRUST Co NA | History | No change | 42,000 | 222 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cromwell Holdings LLC | History | No change | 41,924 | 222 | 0.12% | 0.1% | 239 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 41,594 | 220 | 0.03% | — | 240 | +41,594 | New | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 40,583 | 215 | 0.0% | 0.0% | 241 | +16,628 | 69.41% | Q4 2025 | Jan 29, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 39,260 | 208 | 0.1% | 0.09% | 242 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FIRST HORIZON CORP | History | Added to | 38,465 | 203 | 0.01% | 0.0% | 243 | +19,979 | 108.08% | Q4 2025 | Jan 27, 2026 |
| AMG National Trust Bank | History | Reduced | 38,263 | 202 | 0.0% | 0.05% | 244 | -417,676 | -91.61% | Q4 2025 | Jan 30, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 37,096 | 196 | 0.12% | — | 245 | +37,096 | New | Q4 2025 | Feb 09, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 36,814 | 195 | 0.0% | 0.0% | 246 | -5,881 | -13.77% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | Added to | 36,118 | 191 | 0.01% | 0.01% | 247 | +534 | 1.5% | Q4 2025 | Feb 12, 2026 |
| Optas, LLC | History | Reduced | 35,627 | 188 | 0.03% | 0.03% | 248 | -322 | -0.9% | Q4 2025 | Jan 27, 2026 |
| Addison Advisors LLC | History | Added to | 35,623 | 188 | 0.04% | 0.04% | 249 | +118 | 0.33% | Q4 2025 | Feb 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 35,040 | 185 | 0.05% | — | 250 | +35,040 | New | Q4 2025 | Mar 03, 2026 |
| HUB Investment Partners, LLC | History | Added to | 34,651 | 183 | 0.0% | 0.0% | 251 | +2,878 | 9.06% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 34,249 | 181 | 0.0% | 0.0% | 252 | +5,974 | 21.13% | Q4 2025 | Mar 12, 2026 |
| Platform Technology Partners | History | Reduced | 33,641 | 178 | 0.04% | 0.04% | 253 | -260 | -0.77% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 32,971 | 174 | 0.01% | 0.01% | 254 | -2,646 | -7.43% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 32,602 | 172 | 0.0% | 0.0% | 255 | +10,093 | 44.84% | Q4 2025 | Feb 11, 2026 |
| Wedmont Private Capital | History | Added to | 32,264 | 172 | 0.01% | 0.01% | 256 | +1,816 | 5.96% | Q4 2025 | Jan 08, 2026 |
| SPWM Advisors LLC | History | New | 32,071 | 169 | 0.16% | — | 257 | +32,071 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 31,287 | 165 | 0.0% | 0.0% | 258 | -3,116 | -9.06% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 31,037 | 164 | 0.0% | 0.0% | 259 | -1,281 | -3.96% | Q4 2025 | Feb 06, 2026 |
| Portside Wealth Group, LLC | History | Added to | 30,728 | 162 | 0.02% | 0.01% | 260 | +15,483 | 101.56% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 29,544 | 156 | 0.0% | 0.0% | 261 | +7,554 | 34.35% | Q4 2025 | Feb 18, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 29,614 | 156 | 0.09% | 0.1% | 262 | -6,714 | -18.48% | Q4 2025 | Jan 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 29,140 | 154 | 0.0% | — | 263 | +29,140 | New | Q4 2025 | Feb 18, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 29,039 | 153 | 0.02% | 0.02% | 264 | +1,226 | 4.41% | Q4 2025 | Jan 07, 2026 |
| Gibbs Wealth Management | History | Added to | 28,440 | 153 | 0.04% | 0.03% | 266 | +630 | 2.27% | Q4 2025 | Jan 23, 2026 |
| Ariadne Wealth Management, LP | History | No change | 26,381 | 153 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Reduced | 28,591 | 151 | 0.02% | 0.02% | 268 | -3,913 | -12.04% | Q4 2025 | Feb 11, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 28,658 | 151 | 0.0% | 0.0% | 267 | +2,661 | 10.24% | Q4 2025 | Jan 20, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 28,567 | 151 | 0.01% | 0.01% | 269 | +260 | 0.92% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 28,177 | 149 | 0.0% | 0.0% | 270 | +105 | 0.37% | Q4 2025 | Feb 17, 2026 |
| Livet Wealth, LLC | History | New | 27,953 | 148 | 0.09% | — | 271 | +27,953 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 27,247 | 144 | 0.02% | 0.01% | 272 | -44 | -0.16% | Q4 2025 | Feb 13, 2026 |
| CFO4Life Group, LLC | History | Reduced | 27,159 | 143 | 0.02% | 0.02% | 273 | -3,104 | -10.26% | Q4 2025 | Feb 06, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 27,053 | 143 | 0.03% | 0.02% | 274 | +3,052 | 12.72% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 26,804 | 142 | 0.0% | 0.0% | 275 | +3,660 | 15.81% | Q4 2025 | Jan 20, 2026 |
| Van Diest Capital, LLC | History | New | 26,725 | 141 | 0.21% | — | 278 | +26,725 | New | Q4 2025 | Feb 19, 2026 |
| 55 North Private Wealth, LLC | History | New | 26,628 | 141 | 0.04% | — | 277 | +26,628 | New | Q4 2025 | Jan 27, 2026 |
| Brentview Investment Management LLC | History | No change | 26,741 | 141 | 0.06% | 0.06% | 276 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Traveka Wealth, LLC | History | Added to | 26,401 | 139 | 0.06% | 0.05% | 279 | +190 | 0.72% | Q4 2025 | Jan 08, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 26,042 | 138 | 0.2% | — | 281 | +26,042 | New | Q4 2025 | Feb 06, 2026 |
| Squarepoint Ops LLC | History | Added to | 26,203 | 138 | 0.0% | 0.0% | 280 | +3,491 | 15.37% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 25,812 | 136 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 25,148 | 136 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 25,656 | 135 | 0.01% | 0.01% | 284 | -486 | -1.86% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | No change | 25,339 | 134 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 25,206 | 133 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sage Investment Counsel LLC | History | Reduced | 24,800 | 131 | 0.14% | 0.14% | 288 | -3,200 | -11.43% | Q4 2025 | Jan 23, 2026 |
| ProVise Management Group, LLC | History | Added to | 24,827 | 131 | 0.01% | 0.01% | 287 | +65 | 0.26% | Q4 2025 | Jan 29, 2026 |
| PFG Advisors | History | Reduced | 24,584 | 130 | 0.01% | 0.01% | 289 | -8,131 | -24.85% | Q4 2025 | Jan 27, 2026 |
| Sage Mountain Advisors LLC | History | No change | 24,681 | 130 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CPA Asset Management Group, LLC | History | New | 24,474 | 129 | 0.05% | — | 291 | +24,474 | New | Q4 2025 | Jan 13, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 24,400 | 129 | 0.07% | 0.07% | 292 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Carter Financial Group, INC. | History | New | 24,319 | 128 | 0.08% | — | 295 | +24,319 | New | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 24,303 | 128 | 0.0% | 0.0% | 293 | +10,819 | 80.24% | Q4 2025 | Jan 16, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 24,235 | 128 | 0.02% | 0.01% | 294 | +953 | 4.09% | Q4 2025 | Feb 13, 2026 |
| Virtue Capital Management, LLC | History | Added to | 23,720 | 127 | 0.02% | 0.17% | 297 | +22,369 | 1655.74% | Q4 2025 | Feb 18, 2026 |
| Hilltop Holdings Inc. | History | Added to | 24,084 | 127 | 0.01% | 0.0% | 296 | +4,515 | 23.07% | Q4 2025 | Feb 17, 2026 |
| Cooper Financial Group | History | Added to | 23,806 | 126 | 0.01% | 0.01% | 298 | +3,536 | 17.44% | Q4 2025 | Jan 08, 2026 |
| Magnetar Financial LLC | History | New | 23,645 | 125 | 0.0% | — | 299 | +23,645 | New | Q4 2025 | Feb 17, 2026 |
| Crumly & Associates Inc. | History | Reduced | 23,615 | 125 | 0.03% | 0.03% | 300 | -3,621 | -13.29% | Q4 2025 | Jan 14, 2026 |
| Choate Investment Advisors | History | No change | 23,163 | 122 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 22,749 | 120 | 0.0% | 0.0% | 302 | +19,448 | 589.15% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 22,241 | 117 | 0.0% | 0.0% | 304 | +6,803 | 44.07% | Q4 2025 | Jan 29, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 22,181 | 117 | 0.08% | 0.07% | 305 | -64 | -0.29% | Q4 2025 | Feb 10, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 22,191 | 117 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Morningstar Investment Management LLC | History | No change | 21,680 | 115 | 0.01% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TFB Advisors LLC | History | Added to | 21,524 | 114 | 0.03% | 0.03% | 308 | +2,200 | 11.38% | Q4 2025 | Feb 13, 2026 |
| Centurion Wealth Management LLC | History | Added to | 21,635 | 114 | 0.02% | 0.02% | 307 | +394 | 1.85% | Q4 2025 | Jan 14, 2026 |
| Curated Wealth Partners LLC | History | New | 21,353 | 113 | 0.01% | — | 309 | +21,353 | New | Q4 2025 | Jan 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 21,195 | 112 | 0.0% | 0.0% | 310 | +6,889 | 48.15% | Q4 2025 | Feb 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 21,144 | 112 | 0.01% | 0.01% | 312 | -813 | -3.7% | Q4 2025 | Feb 13, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 21,190 | 112 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 21,129 | 111 | 0.0% | 0.0% | 313 | -2,881 | -12.0% | Q4 2025 | Feb 12, 2026 |
| Breakwater Capital Group | History | No change | 21,006 | 111 | 0.02% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Brio Consultants, LLC | History | Added to | 20,876 | 110 | 0.01% | 0.01% | 315 | +2,814 | 15.58% | Q4 2025 | Feb 04, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 20,597 | 109 | 0.01% | 0.0% | 316 | +2,608 | 14.5% | Q4 2025 | Feb 17, 2026 |
| SAPIENT CAPITAL LLC | History | New | 20,314 | 108 | 0.0% | — | 317 | +20,314 | New | Q4 2025 | Feb 05, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 20,372 | 107 | 0.0% | 0.0% | 319 | +6,498 | 46.84% | Q4 2025 | Feb 06, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 20,148 | 107 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| XPONANCE LLC | History | Added to | 20,138 | 106 | 0.0% | 0.0% | 320 | +2,146 | 11.93% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 19,926 | 105 | 0.0% | 0.0% | 321 | +6,649 | 50.08% | Q4 2025 | Feb 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 19,616 | 103 | 0.02% | 0.02% | 322 | -2,129 | -9.79% | Q4 2025 | Jan 22, 2026 |
| Berger Financial Group, Inc | History | Reduced | 19,547 | 103 | 0.01% | 0.01% | 323 | -85 | -0.43% | Q4 2025 | Jan 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 18,869 | 100 | 0.0% | 0.0% | 324 | +2,009 | 11.92% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | No change | 18,131 | 96 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 17,991 | 95 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abacus Wealth Partners, LLC | History | New | 17,729 | 93 | 0.01% | — | 329 | +17,729 | New | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 17,587 | 93 | 0.0% | 0.0% | 327 | +5,239 | 42.43% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 17,708 | 93 | 0.0% | 0.0% | 328 | -2,417 | -12.01% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 17,469 | 92 | 0.0% | 0.0% | 331 | +1,050 | 6.4% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 17,445 | 92 | 0.01% | 0.01% | 330 | -103 | -0.59% | Q4 2025 | Jan 15, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 16,575 | 90 | 0.0% | 0.0% | 332 | -81 | -0.49% | Q4 2025 | Jan 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 16,959 | 89 | 0.0% | 0.0% | 334 | +2,626 | 18.32% | Q4 2025 | Feb 13, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 16,970 | 89 | 0.02% | 0.01% | 335 | -1,777 | -9.48% | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | Added to | 16,794 | 89 | 0.01% | 0.01% | 333 | +930 | 5.86% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 16,531 | 87 | 0.01% | 0.0% | 337 | +949 | 6.09% | Q4 2025 | Jan 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 16,575 | 87 | 0.0% | 0.0% | 336 | -81 | -0.49% | Q4 2025 | Feb 19, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 16,234 | 86 | 0.0% | 0.0% | 338 | +6 | 0.04% | Q4 2025 | Mar 20, 2026 |
| Impact Capital Partners LLC | History | No change | 16,239 | 86 | 0.03% | 0.02% | 339 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 16,089 | 85 | 0.02% | 0.02% | 340 | +95 | 0.59% | Q4 2025 | Jan 29, 2026 |
| 71 West Capital Partners | History | New | 15,872 | 84 | 0.0% | — | 343 | +15,872 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 15,925 | 84 | 0.0% | 0.0% | 342 | -850 | -5.07% | Q4 2025 | Feb 03, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 14,840 | 84 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Magnus Financial Group LLC | History | New | 15,711 | 83 | 0.01% | — | 344 | +15,711 | New | Q4 2025 | Jan 07, 2026 |
| AlTi Global, Inc. | History | Added to | 15,794 | 83 | 0.0% | 0.0% | 345 | +1,100 | 7.49% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 15,412 | 81 | 0.0% | 0.0% | 346 | -13,011 | -45.78% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 15,114 | 80 | 0.0% | 0.0% | 347 | -751 | -4.73% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 15,110 | 80 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 15,000 | 79 | 0.02% | — | 349 | +15,000 | New | Q4 2025 | Mar 23, 2026 |
| Jefferies Financial Group Inc. | History | New | 14,851 | 78 | 0.0% | — | 350 | +14,851 | New | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 14,770 | 78 | 0.0% | 0.0% | 353 | +6,782 | 84.9% | Q4 2025 | Jan 27, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 14,731 | 78 | 0.01% | 0.04% | 352 | -427 | -2.82% | Q4 2025 | Feb 18, 2026 |
| Olde Wealth Management, LLC | History | No change | 14,840 | 78 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pure Financial Advisors, LLC | History | New | 14,659 | 77 | 0.01% | — | 355 | +14,659 | New | Q4 2025 | Mar 04, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 14,600 | 77 | 0.01% | 0.01% | 357 | +4,139 | 39.57% | Q4 2025 | Jan 22, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 14,688 | 77 | 0.02% | 0.02% | 356 | +544 | 3.85% | Q4 2025 | Jan 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 14,682 | 77 | 0.0% | 0.0% | 354 | +198 | 1.37% | Q4 2025 | Feb 10, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 14,405 | 76 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 14,164 | 75 | 0.0% | 0.0% | 359 | +544 | 3.99% | Q4 2025 | Feb 17, 2026 |
| August Group Capital Ltd | History | New | 14,131 | 74 | 0.08% | — | 360 | +14,131 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 13,864 | 73 | 0.0% | 0.0% | 361 | +2,284 | 19.72% | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | Reduced | 13,737 | 72 | 0.0% | 0.0% | 362 | -18 | -0.13% | Q4 2025 | Jan 30, 2026 |
| James Hambro & Partners LLP | History | New | 13,473 | 71 | 0.0% | — | 363 | +13,473 | New | Q4 2025 | Jan 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 13,540 | 71 | 0.0% | 0.0% | 364 | -324 | -2.34% | Q4 2025 | Feb 02, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 13,581 | 71 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Genus Capital Management Inc. | History | New | 13,365 | 70 | 0.01% | — | 366 | +13,365 | New | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 13,218 | 70 | 0.0% | 0.0% | 369 | +468 | 3.67% | Q4 2025 | Feb 10, 2026 |
| SVB WEALTH LLC | History | Added to | 13,333 | 70 | 0.0% | 0.0% | 367 | +166 | 1.26% | Q4 2025 | Feb 04, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 13,360 | 70 | 0.02% | 0.01% | 368 | -121 | -0.9% | Q4 2025 | Jan 27, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | New | 12,659 | 69 | 0.0% | — | 372 | +12,659 | New | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 11,775 | 69 | 0.0% | 0.0% | 371 | +241 | 2.09% | Q4 2025 | Feb 09, 2026 |
| Rothschild Wealth LLC | History | Added to | 13,043 | 69 | 0.01% | 0.01% | 373 | +4 | 0.03% | Q4 2025 | Feb 17, 2026 |
| BANK HAPOALIM BM | History | No change | 13,000 | 69 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Great Diamond Partners, LLC | History | No change | 12,845 | 68 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 12,666 | 67 | 0.0% | 0.01% | 376 | -18,217 | -58.99% | Q4 2025 | Feb 12, 2026 |
| Trajan Wealth LLC | History | New | 12,683 | 67 | 0.0% | — | 375 | +12,683 | New | Q4 2025 | Feb 06, 2026 |
| Crestwood Advisors Group, LLC | History | New | 12,554 | 66 | 0.0% | — | 377 | +12,554 | New | Q4 2025 | Feb 03, 2026 |
| a16z Perennial Management, L.P. | History | New | 12,345 | 65 | 0.0% | — | 382 | +12,345 | New | Q4 2025 | Feb 10, 2026 |
| Diversified Enterprises, LLC | History | New | 12,316 | 65 | 0.0% | — | 383 | +12,316 | New | Q4 2025 | Jan 28, 2026 |
| DV EQUITIES, LLC | History | New | 12,300 | 65 | 0.01% | — | 380 | +12,300 | New | Q4 2025 | Feb 17, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 12,372 | 65 | 0.0% | 0.0% | 378 | -3,089 | -19.98% | Q4 2025 | Feb 13, 2026 |
| Foster Group, Inc. | History | Added to | 12,376 | 65 | 0.0% | 0.0% | 379 | +1,337 | 12.11% | Q4 2025 | Jan 12, 2026 |
| PFG Investments, LLC | History | Reduced | 12,313 | 65 | 0.0% | 0.0% | 381 | -1,000 | -7.51% | Q4 2025 | Jan 26, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 12,175 | 64 | 0.0% | — | 384 | +12,175 | New | Q4 2025 | Feb 17, 2026 |
| First Pacific Financial | History | No change | 12,157 | 64 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 11,812 | 62 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 11,553 | 61 | 0.0% | — | 387 | +11,553 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,612 | 61 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 11,460 | 60 | 0.0% | 0.0% | 389 | -2,412 | -17.39% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 11,326 | 60 | 0.0% | 0.0% | 390 | +246 | 2.22% | Q4 2025 | Jan 21, 2026 |
| Gotham Asset Management, LLC | History | New | 11,118 | 58 | 0.0% | — | 391 | +11,118 | New | Q4 2025 | Feb 17, 2026 |
| Klingman & Associates, LLC | History | Added to | 10,921 | 57 | 0.0% | 0.0% | 393 | +872 | 8.68% | Q4 2025 | Jan 29, 2026 |
| GREENLEAF TRUST | History | No change | 10,824 | 57 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Holistic Financial Partners | History | No change | 10,874 | 57 | 0.02% | 0.02% | 394 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 10,733 | 56 | 0.0% | — | 395 | +10,733 | New | Q4 2025 | Jan 09, 2026 |
| Baron Wealth Management LLC | History | Added to | 10,641 | 56 | 0.02% | 0.01% | 398 | +509 | 5.02% | Q4 2025 | Jan 14, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | No change | 10,694 | 56 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 10,657 | 56 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | New | 10,285 | 54 | 0.0% | — | 400 | +10,285 | New | Q4 2025 | Feb 17, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 10,253 | 54 | 0.0% | — | 401 | +10,253 | New | Q4 2025 | Jan 29, 2026 |
| CRUX WEALTH ADVISORS | History | New | 10,190 | 54 | 0.02% | — | 402 | +10,190 | New | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 10,300 | 54 | 0.0% | 0.0% | 399 | +4,598 | 80.64% | Q4 2025 | Feb 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 12,338 | 53 | 0.0% | 0.0% | 404 | -552 | -4.28% | Q4 2025 | Feb 11, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Reduced | 10,009 | 53 | 0.03% | 0.02% | 403 | -195 | -1.91% | Q4 2025 | Jan 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 10,169 | 53 | 0.0% | 0.0% | 406 | +68 | 0.67% | Q4 2025 | Feb 02, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 10,096 | 53 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Shepherd Financial Partners LLC | History | No change | 10,000 | 53 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 9,523 | 50 | 0.0% | 0.0% | 408 | +5,707 | 149.55% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 8,469 | 46 | 0.0% | 0.0% | 409 | -1,185 | -12.27% | Q4 2025 | Feb 05, 2026 |
| Manchester Capital Management LLC | History | Added to | 8,163 | 43 | 0.01% | 0.0% | 410 | +7,543 | 1216.61% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 7,398 | 39 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | No change | 7,203 | 38 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HM PAYSON & CO | History | No change | 7,150 | 37 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Eagle Bay Advisors LLC | History | New | 6,682 | 35 | 0.03% | — | 415 | +6,682 | New | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 6,469 | 35 | 0.0% | 0.0% | 414 | +510 | 8.56% | Q4 2025 | Jan 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 6,406 | 34 | 0.01% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,386 | 33 | 0.0% | 0.0% | 417 | +2,051 | 47.31% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,151 | 32 | 0.0% | 0.0% | 418 | +59 | 0.97% | Q4 2025 | Jan 26, 2026 |
| True Wealth Design, LLC | History | No change | 5,565 | 29 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 5,111 | 27 | 0.01% | — | 420 | +5,111 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 5,072 | 26 | 0.0% | 0.0% | 421 | -112 | -2.16% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 4,418 | 23 | 0.0% | — | 422 | +4,418 | New | Q4 2025 | Mar 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,209 | 22 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Fairscale Capital, LLC | History | No change | 3,976 | 21 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 3,428 | 18 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 3,000 | 15 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 2,940 | 15 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 2,798 | 14 | 0.0% | — | 433 | +2,798 | New | Q4 2025 | Feb 09, 2026 |
| YANKCOM Partnership | History | New | 2,782 | 14 | 0.01% | — | 434 | +2,782 | New | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,572 | 14 | 0.0% | — | 431 | +2,411 | 1497.52% | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,796 | 14 | 0.0% | 0.0% | 430 | +2,142 | 327.52% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,786 | 14 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | No change | 2,804 | 14 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 2,771 | 14 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 2,532 | 13 | 0.0% | — | 435 | +2,532 | New | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 2,463 | 13 | 0.0% | 0.0% | 436 | +969 | 64.86% | Q4 2025 | Feb 24, 2026 |
| Oakworth Capital, Inc. | History | New | 2,425 | 12 | 0.0% | — | 438 | +2,425 | New | Q4 2025 | Jan 30, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 2,222 | 12 | 0.0% | 0.0% | 440 | +271 | 13.89% | Q4 2025 | Feb 02, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,280 | 12 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,345 | 12 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SJS Investment Consulting Inc. | History | New | 2,102 | 11 | 0.0% | — | 441 | +2,102 | New | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,100 | 11 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 2,262 | 11 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,913 | 10 | 0.0% | 0.0% | 444 | -125 | -6.13% | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | New | 1,714 | 9 | 0.0% | — | 446 | +1,714 | New | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 1,711 | 9 | 0.0% | — | 445 | +1,711 | New | Q4 2025 | Feb 03, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 1,539 | 8 | 0.0% | 0.0% | 447 | -224 | -12.71% | Q4 2025 | Jan 27, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 1,627 | 8 | 0.01% | 0.0% | 448 | +56 | 3.56% | Q4 2025 | Jan 07, 2026 |
| AdvisorNet Financial, Inc | History | New | 1,368 | 7 | 0.0% | — | 451 | +1,368 | New | Q4 2025 | Jan 20, 2026 |
| Ancora Advisors LLC | History | Added to | 1,388 | 7 | 0.0% | 0.0% | 452 | +623 | 81.44% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,323 | 7 | 0.0% | 0.0% | 450 | -134 | -9.2% | Q4 2025 | Feb 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,393 | 7 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 1,161 | 6 | 0.0% | — | 454 | +1,161 | New | Q4 2025 | Jan 15, 2026 |
| Bare Financial Services, Inc | History | Reduced | 1,182 | 6 | 0.0% | 0.0% | 458 | -359 | -23.3% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,199 | 6 | 0.0% | 0.0% | 453 | +260 | 27.69% | Q4 2025 | Feb 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,156 | 6 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,296 | 6 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1,319 | 6 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 1,040 | 5 | 0.0% | — | 462 | +1,040 | New | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 1,026 | 5 | 0.0% | — | 465 | +1,026 | New | Q4 2025 | Feb 05, 2026 |
| TSFG, LLC | History | New | 1,000 | 5 | 0.0% | — | 461 | +1,000 | New | Q4 2025 | Feb 04, 2026 |
| CX Institutional | History | Added to | 1,003 | 5 | 0.0% | 0.0% | 459 | +154 | 18.14% | Q4 2025 | Feb 02, 2026 |
| Kozak & Associates, Inc. | History | No change | 951 | 5 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WealthCollab, LLC | History | No change | 1,046 | 5 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Hilltop National Bank | History | No change | 1,000 | 5 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 797 | 4 | 0.0% | 0.0% | 466 | -155,056 | -99.49% | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 870 | 4 | 0.0% | — | 474 | +870 | New | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | New | 854 | 4 | 0.0% | — | 467 | +854 | New | Q4 2025 | Feb 11, 2026 |
| Nemes Rush Group LLC | History | New | 812 | 4 | 0.0% | — | 472 | +812 | New | Q4 2025 | Feb 11, 2026 |
| JNBA Financial Advisors | History | New | 773 | 4 | 0.0% | — | 468 | +773 | New | Q4 2025 | Jan 26, 2026 |
| Independence Bank of Kentucky | History | New | 773 | 4 | 0.0% | — | 469 | +773 | New | Q4 2025 | Jan 20, 2026 |
| Abound Wealth Management | History | Added to | 878 | 4 | 0.0% | — | 471 | +738 | 527.14% | Q4 2025 | Jan 12, 2026 |
| Spire Wealth Management | History | Added to | 929 | 4 | 0.0% | 0.0% | 470 | +129 | 16.13% | Q4 2025 | Jan 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 911 | 4 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 824 | 4 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| North Star Investment Management Corp. | History | New | 731 | 3 | 0.0% | — | 477 | +731 | New | Q4 2025 | Jan 30, 2026 |
| Quaker Wealth Management, LLC | History | New | 573 | 3 | 0.0% | — | 480 | +573 | New | Q4 2025 | Jan 28, 2026 |
| Smithfield Trust Co | History | New | 497 | 3 | 0.0% | — | 476 | +497 | New | Q4 2025 | Feb 09, 2026 |
| TD Capital Management LLC | History | Added to | 649 | 3 | 0.0% | 0.0% | 478 | +99 | 18.0% | Q4 2025 | Feb 26, 2026 |
| Rossby Financial, LCC | History | Added to | 578 | 3 | 0.0% | 0.0% | 483 | +80 | 16.06% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 734 | 3 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 746 | 3 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 586 | 3 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Cornerstone Financial Management LLC | History | New | 554 | 2 | 0.0% | — | 487 | +554 | New | Q4 2025 | Feb 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 484 | 2 | 0.0% | 0.0% | 485 | -226 | -31.83% | Q4 2025 | Feb 23, 2026 |
| DecisionPoint Financial, LLC | History | No change | 500 | 2 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Advocates LLC | History | No change | 425 | 2 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | New | 343 | 1 | 0.0% | — | 499 | +343 | New | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 253 | 1 | 0.0% | — | 494 | +253 | New | Q4 2025 | Jan 27, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 215 | 1 | 0.0% | — | 489 | +215 | New | Q4 2025 | Jan 22, 2026 |
| CENTRAL TRUST Co | History | Added to | 264 | 1 | 0.0% | — | 488 | +70 | 36.08% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | No change | 363 | 1 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| First Command Advisory Services, Inc. | History | No change | 329 | 1 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 237 | 1 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CVA Family Office, LLC | History | No change | 255 | 1 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 253 | 1 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| American Capital Advisory, LLC | History | No change | 212 | 1 | 0.0% | — | 496 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 207 | 1 | 0.0% | — | 497 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 310 | 1 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | No change | 223 | 1 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Timber Creek Capital Management LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -872,420 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -628,308 | -100.0% | Q3 2025 | Oct 15, 2025 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.22% | — | -497,704 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -306,562 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -162,396 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109,377 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -85,798 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -57,596 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -42,999 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CarsonAllaria Wealth Management, Ltd. | History | Closed out | 0 | 0 | — | 0.08% | — | -34,119 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,077 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,707 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -30,368 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,966 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Mesirow Financial Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,561 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,131 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,173 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,436 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -19,440 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -17,725 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -13,154 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Symmetry Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,589 | -100.0% | Q3 2025 | Oct 15, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,340 | -100.0% | Q3 2025 | Nov 17, 2025 |
| RWA WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,070 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Pekin Hardy Strauss, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,421 | -100.0% | Q3 2025 | Nov 20, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Oct 02, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,375 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,244 | -100.0% | Q3 2025 | Oct 23, 2025 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,056 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -956 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -861 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -665 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -557 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -394 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -205 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -183 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 160 | 0 | — | — | — | +160 | New | Q4 2025 | Feb 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 155 | 0 | — | — | — | +155 | New | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 136 | 0 | — | — | — | +136 | New | Q4 2025 | Feb 12, 2026 |
| Trust Co | History | New | 107 | 0 | — | — | — | +107 | New | Q4 2025 | Jan 15, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 95 | 0 | — | — | — | +95 | New | Q4 2025 | Feb 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 70 | 0 | — | — | — | +70 | New | Q4 2025 | Jan 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Bogart Wealth, LLC | History | No change | 142 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wealth Watch Advisors, INC | History | No change | 106 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |