Main Street Capital CORP - MAIN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,734,461 | 165,135 | 0.02% | 0.02% | 1 | +162,580 | 6.32% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 1,132,346 | 68,382 | 0.06% | 0.14% | 2 | -1,315,855 | -53.75% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 890,361 | 53,767 | 0.07% | 0.0% | 3 | +867,992 | 3880.33% | Q4 2025 | Mar 09, 2026 |
| MORGAN STANLEY | History | Reduced | 867,861 | 52,410 | 0.0% | 0.0% | 4 | -118,586 | -12.02% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 719,967 | 43,478 | 0.01% | 0.01% | 5 | +95,177 | 15.23% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 611,876 | 36,951 | 0.01% | 0.01% | 6 | -255,008 | -29.42% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 501,409 | 30,280 | 0.01% | 0.01% | 7 | -414 | -0.08% | Q4 2025 | Feb 13, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 478,435 | 28,892 | 1.73% | 1.76% | 8 | +23,942 | 5.27% | Q4 2025 | Feb 06, 2026 |
| Muzinich & Co., Inc. | History | Added to | 440,012 | 26,572 | 8.36% | 9.02% | 9 | +72,872 | 19.85% | Q4 2025 | Jan 21, 2026 |
| Invesco Ltd. | History | Reduced | 419,755 | 25,349 | 0.0% | 0.0% | 10 | -24,881 | -5.6% | Q4 2025 | Feb 19, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 388,963 | 23,489 | 0.01% | 0.01% | 11 | +200,867 | 106.79% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 388,171 | 23,441 | 0.0% | 0.0% | 12 | +66,827 | 20.8% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 373,848 | 22,576 | 0.0% | 0.0% | 13 | +317,648 | 565.21% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 356,799 | 21,547 | 0.0% | 0.0% | 14 | +308,404 | 637.26% | Q4 2025 | Mar 25, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 336,031 | 21,492 | 1.02% | 1.05% | 15 | -801 | -0.24% | Q4 2025 | Jan 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 355,547 | 21,471 | 0.01% | 0.01% | 16 | +21,005 | 6.28% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Reduced | 348,375 | 21,038 | 0.01% | 0.01% | 17 | -33,944 | -8.88% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 301,708 | 18,220 | 0.0% | 0.01% | 18 | -20,925 | -6.49% | Q4 2025 | Feb 11, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 293,733 | 17,738 | 2.85% | 1.29% | 19 | +182,973 | 165.2% | Q4 2025 | Jan 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 280,200 | 16,921 | 0.06% | 0.07% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 278,534 | 16,820 | 0.01% | 0.0% | 21 | +176,252 | 172.32% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 252,800 | 15,262 | 0.0% | 0.0% | 22 | +46,852 | 22.75% | Q4 2025 | Feb 18, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 244,464 | 14,763 | 0.03% | 3.51% | 23 | +232,564 | 1954.32% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 221,174 | 13,356 | 0.0% | 0.0% | 24 | -161,276 | -42.17% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Reduced | 210,126 | 12,689 | 0.0% | 0.0% | 25 | -7,862 | -3.61% | Q4 2025 | Feb 12, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 191,499 | 11,564 | 2.65% | 2.5% | 26 | +498 | 0.26% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 189,895 | 11,467 | 0.01% | 0.0% | 27 | +130,572 | 220.1% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 173,224 | 10,461 | 0.05% | 0.05% | 28 | +472 | 0.27% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 170,728 | 10,310 | 0.02% | 0.02% | 29 | +86 | 0.05% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 156,852 | 9,472 | 0.1% | 0.11% | 30 | +756 | 0.48% | Q4 2025 | Feb 02, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 155,936 | 9,416 | 0.01% | 0.01% | 31 | +44,367 | 39.77% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 153,589 | 9,277 | 0.0% | 0.0% | 32 | +30,774 | 25.06% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 149,483 | 9,027 | 0.0% | — | 33 | +149,483 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 148,239 | 8,952 | 0.02% | 0.03% | 34 | -2,465 | -1.64% | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 138,790 | 8,381 | 0.22% | 0.24% | 35 | +2 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 128,831 | 7,780 | 0.26% | 0.3% | 36 | +171 | 0.13% | Q4 2025 | Jan 30, 2026 |
| TCTC Holdings, LLC | History | Added to | 126,791 | 7,656 | 0.23% | 0.23% | 37 | +3,000 | 2.42% | Q4 2025 | Feb 12, 2026 |
| HOURGLASS CAPITAL, LLC | History | Added to | 124,860 | 7,540 | 1.63% | 1.75% | 38 | +2,480 | 2.03% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 122,968 | 7,426 | 0.0% | 0.0% | 39 | +6,689 | 5.75% | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | Added to | 120,243 | 7,261 | 0.42% | 0.46% | 40 | +420 | 0.35% | Q4 2025 | Jan 29, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Reduced | 114,005 | 6,884 | 1.05% | 1.14% | 41 | -970 | -0.84% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 113,376 | 6,846 | 0.01% | 0.01% | 42 | +47,959 | 73.31% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 111,988 | 6,762 | 0.11% | 0.15% | 43 | -27,094 | -19.48% | Q4 2025 | Feb 12, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 106,300 | 6,419 | 0.71% | 0.86% | 44 | -13,397 | -11.19% | Q4 2025 | Feb 03, 2026 |
| HRT FINANCIAL LP | History | Reduced | 105,983 | 6,400 | 0.02% | 0.05% | 45 | -127,450 | -54.6% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 101,363 | 6,121 | 0.0% | 0.0% | 46 | +18,434 | 22.23% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 100,274 | 6,055 | 0.0% | 0.0% | 47 | -21,963 | -17.97% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 98,825 | 5,968 | 0.07% | 0.06% | 48 | -54 | -0.05% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 108,516 | 5,937 | 0.14% | 0.13% | 49 | +5,596 | 5.44% | Q4 2025 | Feb 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 98,285 | 5,935 | 0.21% | 0.24% | 50 | +927 | 0.95% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 97,935 | 5,914 | 0.0% | 0.0% | 51 | -30,849 | -23.95% | Q4 2025 | Feb 10, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 97,083 | 5,862 | 0.09% | 0.09% | 52 | -4,551 | -4.48% | Q4 2025 | Jan 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 95,070 | 5,741 | 0.12% | 0.01% | 53 | +90,054 | 1795.33% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 94,408 | 5,701 | 0.01% | 0.01% | 54 | +1,150 | 1.23% | Q4 2025 | Feb 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 86,812 | 5,242 | 0.33% | 0.36% | 55 | -8,030 | -8.47% | Q4 2025 | Jan 21, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 80,403 | 4,855 | 0.15% | 0.16% | 56 | -515 | -0.64% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 77,467 | 4,678 | 0.0% | 0.0% | 57 | -644 | -0.82% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 76,439 | 4,616 | 0.16% | 0.04% | 58 | +61,498 | 411.61% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 75,499 | 4,559 | 0.16% | 0.15% | 59 | +10,539 | 16.22% | Q4 2025 | Jan 13, 2026 |
| Cetera Investment Advisers | History | Added to | 74,630 | 4,506 | 0.0% | 0.01% | 60 | +6,386 | 9.36% | Q4 2025 | Feb 17, 2026 |
| Naviter Wealth, LLC | History | Reduced | 73,968 | 4,466 | 0.58% | 0.6% | 61 | -7,762 | -9.5% | Q4 2025 | Jan 21, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Reduced | 73,626 | 4,446 | 2.16% | 2.29% | 62 | -7,637 | -9.4% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 72,407 | 4,372 | 0.01% | 0.01% | 63 | -56,568 | -43.86% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 70,823 | 4,277 | 0.01% | 0.01% | 64 | -3,727 | -5.0% | Q4 2025 | Feb 12, 2026 |
| Pembroke Management, LTD | History | Added to | 64,529 | 3,896 | 0.4% | 0.4% | 65 | +1,126 | 1.78% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 63,056 | 3,807 | 0.09% | 0.09% | 66 | +4,431 | 7.56% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Added to | 61,516 | 3,714 | 0.1% | 0.04% | 67 | +50,430 | 454.9% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 58,280 | 3,519 | 0.12% | 0.13% | 68 | -1,063 | -1.79% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 58,224 | 3,516 | 0.01% | 0.02% | 69 | +3,053 | 5.53% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 56,687 | 3,423 | 0.08% | 0.09% | 70 | +281 | 0.5% | Q4 2025 | Feb 17, 2026 |
| Fund Advisors of America Inc/FL | History | New | 55,845 | 3,372 | 3.09% | — | 71 | +55,845 | New | Q4 2025 | Mar 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 55,276 | 3,338 | 0.02% | 0.03% | 72 | -453 | -0.81% | Q4 2025 | Feb 18, 2026 |
| MGB Wealth Management, LLC | History | Added to | 55,198 | 3,333 | 0.95% | 0.96% | 73 | +1,970 | 3.7% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 54,577 | 3,296 | 0.01% | 0.01% | 74 | -19,651 | -26.47% | Q4 2025 | Mar 16, 2026 |
| ExodusPoint Capital Management, LP | History | New | 53,508 | 3,231 | 0.03% | — | 75 | +53,508 | New | Q4 2025 | Feb 17, 2026 |
| Taylor Frigon Capital Management LLC | History | Added to | 53,151 | 3,209 | 1.62% | 1.63% | 76 | +1,508 | 2.92% | Q4 2025 | Jan 26, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 51,926 | 3,135 | 0.74% | 0.87% | 77 | -3,949 | -7.07% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Added to | 51,378 | 3,102 | 0.01% | 0.01% | 78 | +28 | 0.05% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Reduced | 50,874 | 3,072 | 0.01% | 0.01% | 79 | -14,372 | -22.03% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 49,934 | 3,015 | 0.05% | 0.05% | 80 | -285 | -0.57% | Q4 2025 | Jan 13, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 1,282 | 2,923 | 0.2% | 0.2% | 81 | -47,118 | -97.35% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 48,229 | 2,914 | 0.05% | 0.05% | 82 | +194 | 0.4% | Q4 2025 | Feb 09, 2026 |
| Quantbot Technologies LP | History | Reduced | 47,681 | 2,879 | 0.1% | 0.09% | 83 | -6,491 | -11.98% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 47,640 | 2,876 | 0.0% | 0.0% | 84 | -75,320 | -61.26% | Q4 2025 | Feb 10, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 42,410 | 2,561 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 41,138 | 2,484 | 0.0% | 0.0% | 86 | +4,005 | 10.79% | Q4 2025 | Feb 10, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 40,978 | 2,474 | 0.05% | 0.05% | 87 | +1,127 | 2.83% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 40,325 | 2,435 | 0.0% | 0.0% | 88 | -4,654 | -10.35% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 38,798 | 2,343 | 0.08% | 0.08% | 89 | +1,623 | 4.37% | Q4 2025 | Jan 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 38,796 | 2,342 | 0.01% | 0.01% | 90 | -2,276 | -5.54% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 37,599 | 2,270 | 0.03% | 0.04% | 91 | -1,344 | -3.45% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 37,170 | 2,244 | 0.03% | 0.03% | 92 | +142 | 0.38% | Q4 2025 | Feb 17, 2026 |
| DnB Asset Management AS | History | Reduced | 37,076 | 2,239 | 0.01% | 0.02% | 93 | -36,122 | -49.35% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Reduced | 36,640 | 2,212 | 0.06% | 0.07% | 94 | -1,476 | -3.87% | Q4 2025 | Jan 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 36,086 | 2,179 | 0.03% | 0.03% | 95 | -933 | -2.52% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 35,610 | 2,150 | 0.0% | 0.0% | 96 | +1,580 | 4.64% | Q4 2025 | Feb 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 35,461 | 2,141 | 0.02% | 0.02% | 97 | -683 | -1.89% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 35,161 | 2,123 | 0.05% | 0.06% | 98 | -2,551 | -6.76% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | Added to | 34,409 | 2,077 | 0.12% | 0.07% | 99 | +18,413 | 115.11% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 32,548 | 1,965 | 0.04% | 0.05% | 100 | -119 | -0.36% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 31,360 | 1,954 | 0.0% | 0.0% | 101 | -15,829 | -33.54% | Q4 2025 | Jan 08, 2026 |
| SHARPEPOINT LLC | History | Added to | 30,961 | 1,869 | 1.12% | 1.64% | 102 | +2,358 | 8.24% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | Added to | 30,631 | 1,849 | 0.02% | 0.02% | 103 | +6,593 | 27.43% | Q4 2025 | Feb 17, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 29,372 | 1,773 | 0.09% | 0.09% | 104 | -1,980 | -6.32% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 29,053 | 1,754 | 0.0% | 0.0% | 105 | +25,823 | 799.47% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 28,733 | 1,735 | 0.0% | 0.0% | 106 | +252 | 0.88% | Q4 2025 | Jan 28, 2026 |
| HUB Investment Partners, LLC | History | Added to | 28,498 | 1,720 | 0.04% | 0.04% | 107 | +8,285 | 40.99% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 27,859 | 1,682 | 0.08% | 0.08% | 108 | +417 | 1.52% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | New | 27,779 | 1,677 | 0.05% | — | 109 | +27,779 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 27,586 | 1,665 | 0.36% | 0.35% | 110 | +1,938 | 7.56% | Q4 2025 | Jan 16, 2026 |
| BOKF, NA | History | No change | 25,000 | 1,509 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Widmann Financial Services, Inc. | History | Reduced | 24,350 | 1,470 | 0.9% | 0.98% | 112 | -211 | -0.86% | Q4 2025 | Feb 18, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 23,744 | 1,435 | 0.0% | 0.0% | 113 | +947 | 4.15% | Q4 2025 | Feb 13, 2026 |
| Castleview Partners, LLC | History | New | 23,680 | 1,430 | 0.71% | — | 114 | +23,680 | New | Q4 2025 | Jan 12, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 23,051 | 1,392 | 0.21% | 0.21% | 115 | +743 | 3.33% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 22,423 | 1,354 | 0.0% | — | 116 | +22,423 | New | Q4 2025 | Feb 13, 2026 |
| Massar Capital Management, LP | History | New | 21,364 | 1,290 | 0.14% | — | 117 | +21,364 | New | Q4 2025 | Feb 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 21,275 | 1,284 | 0.05% | 0.03% | 118 | +9,760 | 84.76% | Q4 2025 | Jan 28, 2026 |
| CREDIT AGRICOLE S A | History | No change | 20,933 | 1,264 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 20,785 | 1,255 | 0.09% | 0.1% | 120 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cerity Partners LLC | History | Added to | 20,636 | 1,246 | 0.0% | 0.0% | 121 | +2,371 | 12.98% | Q4 2025 | Feb 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 20,550 | 1,241 | 0.05% | 0.06% | 122 | +20 | 0.1% | Q4 2025 | Jan 29, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 20,431 | 1,234 | 0.08% | 0.08% | 123 | -337 | -1.62% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 20,132 | 1,215 | 0.0% | 0.0% | 124 | -1,512 | -6.99% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | Reduced | 19,425 | 1,173 | 0.0% | 0.01% | 125 | -17,091 | -46.8% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 19,518 | 1,172 | 0.0% | 0.0% | 126 | +145 | 0.75% | Q4 2025 | Feb 18, 2026 |
| SS&H Financial Advisors, Inc. | History | Reduced | 19,100 | 1,153 | 0.34% | 0.37% | 127 | -100 | -0.52% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,994 | 1,147 | 0.0% | 0.0% | 128 | -7 | -0.04% | Q4 2025 | Feb 13, 2026 |
| SMH CAPITAL ADVISORS INC | History | Added to | 18,884 | 1,140 | 2.32% | 2.17% | 129 | +206 | 1.1% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | New | 18,581 | 1,122 | 0.01% | — | 130 | +18,581 | New | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | New | 18,444 | 1,113 | 0.0% | — | 131 | +18,444 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 18,254 | 1,102 | 0.01% | 0.01% | 132 | -10,409 | -36.32% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 18,077 | 1,091 | 0.04% | 0.05% | 133 | +1,717 | 10.5% | Q4 2025 | Jan 20, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 17,917 | 1,082 | 0.0% | 0.0% | 134 | -1,533 | -7.88% | Q4 2025 | Feb 11, 2026 |
| Callahan Advisors, LLC | History | Reduced | 17,890 | 1,080 | 0.09% | 0.1% | 135 | -56 | -0.31% | Q4 2025 | Feb 06, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 17,000 | 1,049 | 0.18% | 0.18% | 136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | New | 17,339 | 1,047 | 0.0% | — | 137 | +17,339 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 17,288 | 1,044 | 0.01% | 0.01% | 138 | +254 | 1.49% | Q4 2025 | Jan 16, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 16,977 | 1,025 | 0.25% | 0.26% | 139 | +350 | 2.11% | Q4 2025 | Jan 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 16,759 | 1,012 | 0.09% | — | 140 | +16,759 | New | Q4 2025 | Feb 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 16,717 | 1,009 | 0.03% | 0.03% | 141 | +1,730 | 11.54% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,665 | 1,006 | 0.01% | 0.0% | 142 | +2,148 | 14.8% | Q4 2025 | Jan 29, 2026 |
| ProShare Advisors LLC | History | Reduced | 16,412 | 991 | 0.0% | 0.0% | 143 | -1,560 | -8.68% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,093 | 971 | 0.0% | 0.0% | 144 | +8,507 | 112.14% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 15,989 | 965 | 0.12% | 0.12% | 145 | -579 | -3.49% | Q4 2025 | Feb 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 15,872 | 958 | 0.18% | 0.23% | 146 | -3,565 | -18.34% | Q4 2025 | Jan 28, 2026 |
| Delta Investment Management, LLC | History | Reduced | 15,603 | 942 | 0.16% | 0.48% | 147 | -26,671 | -63.09% | Q4 2025 | Jan 30, 2026 |
| Venturi Wealth Management, LLC | History | No change | 15,583 | 941 | 0.04% | 0.05% | 148 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 15,543 | 938 | 0.05% | 0.04% | 149 | +4,252 | 37.66% | Q4 2025 | Jan 26, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 15,470 | 934 | 0.03% | 0.06% | 150 | -795 | -4.89% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 15,433 | 932 | 0.01% | 0.0% | 151 | +6,984 | 82.66% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | No change | 15,030 | 907 | 0.03% | 0.04% | 152 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 15,030 | 907 | 0.13% | 0.15% | 153 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NewEdge Wealth, LLC | History | No change | 14,584 | 880 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 14,171 | 855 | 0.0% | — | 155 | +14,171 | New | Q4 2025 | Feb 05, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 13,994 | 845 | 0.16% | 0.19% | 156 | +231 | 1.68% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Reduced | 13,733 | 829 | 0.0% | 0.01% | 157 | -15 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 13,715 | 828 | 0.01% | 0.01% | 158 | +1,691 | 14.06% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,584 | 820 | 0.0% | 0.0% | 159 | +1,172 | 9.44% | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 13,319 | 801 | 0.03% | 0.0% | 160 | +12,841 | 2686.4% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 12,520 | 794 | 0.0% | 0.0% | 161 | +209 | 1.7% | Q4 2025 | Feb 10, 2026 |
| RMR Wealth Builders | History | Reduced | 12,921 | 780 | 0.06% | 0.07% | 162 | -254 | -1.93% | Q4 2025 | Jan 29, 2026 |
| PFG Investments, LLC | History | Reduced | 12,886 | 778 | 0.04% | 0.04% | 163 | -558 | -4.15% | Q4 2025 | Jan 26, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 12,879 | 777 | 0.2% | 0.22% | 164 | +359 | 2.87% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 12,820 | 774 | 0.01% | 0.01% | 165 | -25 | -0.19% | Q4 2025 | Feb 05, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 12,705 | 767 | 0.19% | 0.21% | 166 | -26 | -0.2% | Q4 2025 | Feb 03, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 12,682 | 765 | 0.05% | 0.06% | 167 | +103 | 0.82% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,628 | 762 | 0.0% | 0.0% | 168 | -833 | -6.19% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,457 | 752 | 0.0% | 0.0% | 169 | +1,386 | 12.52% | Q4 2025 | Jan 28, 2026 |
| Brevan Howard Capital Management LP | History | New | 12,386 | 747 | 0.01% | — | 170 | +12,386 | New | Q4 2025 | Feb 17, 2026 |
| Cordoba Advisory Partners LLC | History | New | 12,246 | 739 | 0.18% | — | 171 | +12,246 | New | Q4 2025 | Feb 13, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 12,128 | 732 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Westbourne Investment Advisors, Inc. | History | Reduced | 12,100 | 730 | 0.2% | 0.25% | 174 | -2,000 | -14.18% | Q4 2025 | Jan 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 12,103 | 730 | 0.01% | 0.01% | 173 | +597 | 5.19% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,838 | 714 | 0.01% | 0.02% | 175 | -2,193 | -15.63% | Q4 2025 | Jan 29, 2026 |
| Virtue Capital Management, LLC | History | Added to | 11,531 | 712 | 0.11% | 0.59% | 176 | +6,510 | 129.66% | Q4 2025 | Feb 18, 2026 |
| Inscription Capital, LLC | History | Added to | 11,799 | 712 | 0.07% | 0.08% | 177 | +19 | 0.16% | Q4 2025 | Jan 29, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 11,773 | 710 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,576 | 699 | 0.0% | 0.0% | 179 | +651 | 5.96% | Q4 2025 | Feb 02, 2026 |
| Verition Fund Management LLC | History | Reduced | 11,448 | 691 | 0.0% | 0.01% | 180 | -19,466 | -62.97% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 11,281 | 681 | 0.01% | 0.01% | 181 | +3,803 | 50.86% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,169 | 674 | 0.01% | 0.01% | 182 | +2,396 | 27.31% | Q4 2025 | Feb 02, 2026 |
| Verity Asset Management, Inc. | History | Added to | 10,669 | 644 | 0.28% | 0.2% | 183 | +1,132 | 11.87% | Q4 2025 | Jan 30, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 10,649 | 643 | 0.1% | 0.03% | 184 | +7,326 | 220.46% | Q4 2025 | Jan 21, 2026 |
| Passumpsic Savings Bank | History | New | 10,620 | 641 | 0.35% | — | 185 | +10,620 | New | Q4 2025 | Feb 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 10,516 | 635 | 0.2% | 0.11% | 186 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 10,481 | 632 | 0.01% | 0.01% | 187 | +1,387 | 15.25% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 10,387 | 627 | 0.0% | 0.0% | 188 | +14 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 10,043 | 606 | 0.0% | 0.0% | 189 | -488 | -4.63% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 9,662 | 583 | 0.0% | 0.0% | 190 | +7,071 | 272.91% | Q4 2025 | Feb 12, 2026 |
| BostonPremier Wealth LLC | History | No change | 9,550 | 576 | 0.3% | 0.3% | 191 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Signature Equity Partners, LLC | History | New | 9,524 | 575 | 0.32% | — | 192 | +9,524 | New | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | Added to | 9,293 | 561 | 0.09% | 0.1% | 193 | +1 | 0.01% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 9,280 | 560 | 0.01% | 0.02% | 194 | -1,278 | -12.1% | Q4 2025 | Feb 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 9,288 | 560 | 0.06% | 0.07% | 195 | -457 | -4.69% | Q4 2025 | Feb 18, 2026 |
| AlTi Global, Inc. | History | No change | 9,150 | 552 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Perennial Investment Advisors, LLC | History | New | 9,094 | 549 | 0.04% | — | 197 | +9,094 | New | Q4 2025 | Feb 17, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 9,100 | 549 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,063 | 547 | 0.01% | 0.01% | 199 | -853 | -8.6% | Q4 2025 | Jan 20, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 8,827 | 533 | 0.19% | — | 200 | +8,827 | New | Q4 2025 | Jan 15, 2026 |
| Vertex Planning Partners, LLC | History | No change | 8,583 | 518 | 0.12% | 0.1% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,544 | 515 | 0.01% | 0.01% | 202 | -140 | -1.61% | Q4 2025 | Jan 16, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 8,397 | 507 | 0.0% | — | 204 | +8,397 | New | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 8,400 | 507 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 8,295 | 500 | 0.26% | 0.47% | 205 | -11,367 | -57.81% | Q4 2025 | Feb 18, 2026 |
| Innova Wealth Partners | History | Added to | 8,247 | 498 | 0.25% | 0.28% | 206 | +4 | 0.05% | Q4 2025 | Jan 07, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 8,150 | 492 | 0.32% | 0.37% | 207 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sepio Capital, LP | History | New | 8,000 | 483 | 0.03% | — | 208 | +8,000 | New | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,927 | 478 | 0.0% | 0.0% | 209 | +2,567 | 47.89% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,820 | 472 | 0.0% | 0.0% | 210 | +2,654 | 51.37% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | No change | 7,688 | 464 | 0.07% | 0.08% | 211 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 7,537 | 455 | 0.01% | 0.01% | 212 | -1,117 | -12.91% | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | Added to | 7,499 | 452 | 0.1% | 0.11% | 213 | +779 | 11.59% | Q4 2025 | Feb 12, 2026 |
| Fiduciary Group, LLC | History | No change | 7,353 | 444 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 7,178 | 443 | 0.1% | 0.11% | 215 | -646 | -8.26% | Q4 2025 | Feb 05, 2026 |
| Argent Trust Co | History | Added to | 7,245 | 437 | 0.01% | 0.02% | 216 | +76 | 1.06% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 7,162 | 432 | 0.03% | 0.04% | 217 | +71 | 1.0% | Q4 2025 | Jan 21, 2026 |
| Maridea Wealth Management LLC | History | New | 7,132 | 430 | 0.06% | — | 218 | +7,132 | New | Q4 2025 | Jan 08, 2026 |
| Corus Family Wealth Advisors | History | No change | 7,071 | 427 | 0.34% | 0.33% | 219 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Centiva Capital, LP | History | New | 7,037 | 424 | 0.0% | — | 220 | +7,037 | New | Q4 2025 | Feb 13, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 6,921 | 417 | 0.01% | 0.02% | 221 | -1,083 | -13.53% | Q4 2025 | Feb 03, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 6,770 | 409 | 0.04% | 0.05% | 222 | -656 | -8.83% | Q4 2025 | Jan 29, 2026 |
| United Capital Management of KS, Inc. | History | Added to | 6,766 | 408 | 0.06% | 0.06% | 223 | +47 | 0.7% | Q4 2025 | Feb 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 6,636 | 400 | 0.02% | 0.03% | 224 | +6 | 0.09% | Q4 2025 | Feb 12, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 6,517 | 393 | 0.05% | 0.06% | 225 | +112 | 1.75% | Q4 2025 | Jan 23, 2026 |
| Greenland Capital Management LP | History | New | 6,500 | 392 | 0.04% | — | 226 | +6,500 | New | Q4 2025 | Feb 17, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 6,331 | 382 | 0.1% | 0.12% | 227 | -530 | -7.72% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 6,320 | 381 | 0.0% | 0.0% | 228 | -650 | -9.33% | Q4 2025 | Feb 18, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,215 | 375 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VPR Management LLC | History | Added to | 6,176 | 372 | 0.17% | 0.12% | 230 | +2,052 | 49.76% | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | No change | 6,100 | 368 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 6,100 | 368 | 0.13% | 0.16% | 232 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RDA Financial Network | History | No change | 6,093 | 367 | 0.09% | 0.1% | 233 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Csenge Advisory Group | History | No change | 6,023 | 363 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 6,000 | 362 | 0.03% | 0.04% | 235 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 5,966 | 360 | 0.33% | 0.03% | 236 | +2,361 | 65.49% | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 5,934 | 358 | 0.0% | — | 237 | +5,934 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,935 | 358 | 0.0% | 0.0% | 238 | +2,775 | 87.82% | Q4 2025 | Feb 03, 2026 |
| Magnetar Financial LLC | History | New | 5,925 | 357 | 0.0% | — | 239 | +5,925 | New | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 5,847 | 353 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 5,826 | 351 | 0.02% | 0.02% | 241 | +220 | 3.92% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,584 | 337 | 0.0% | 0.0% | 242 | -5,174 | -48.09% | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | Added to | 5,481 | 331 | 0.0% | 0.0% | 243 | +425 | 8.41% | Q4 2025 | Jan 15, 2026 |
| Manske Wealth Management | History | No change | 5,416 | 327 | 0.1% | 0.11% | 244 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Core Wealth Partners LLC | History | No change | 5,408 | 326 | 0.15% | 0.16% | 245 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Reduced | 5,350 | 323 | 0.04% | 0.07% | 247 | -2,428 | -31.22% | Q4 2025 | Jan 26, 2026 |
| Freedom Financial Partners LLC | History | Added to | 5,356 | 323 | 0.12% | 0.13% | 248 | +170 | 3.28% | Q4 2025 | Jan 06, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 5,350 | 323 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 5,326 | 321 | 0.03% | 0.04% | 249 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,301 | 320 | 0.01% | 0.03% | 250 | -11 | -0.21% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,290 | 319 | 0.02% | 0.03% | 251 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 5,160 | 311 | 0.07% | 0.08% | 252 | +27 | 0.53% | Q4 2025 | Jan 23, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 5,073 | 306 | 0.04% | 0.05% | 253 | -66 | -1.28% | Q4 2025 | Jan 12, 2026 |
| Plancorp, LLC | History | No change | 5,025 | 303 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 4,996 | 301 | 0.02% | 0.03% | 256 | -1,314 | -20.82% | Q4 2025 | Jan 08, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 5,000 | 301 | 0.12% | 0.12% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 5,000 | 301 | 0.07% | 0.08% | 257 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Jain Global LLC | History | New | 4,750 | 286 | 0.0% | — | 258 | +4,750 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,724 | 285 | 0.04% | — | 259 | +4,724 | New | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 4,733 | 285 | 0.01% | 0.01% | 260 | +1 | 0.02% | Q4 2025 | Jan 07, 2026 |
| US BANCORP \DE\ | History | Added to | 4,688 | 283 | 0.0% | 0.0% | 261 | +679 | 16.94% | Q4 2025 | Jan 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 4,620 | 279 | 0.0% | 0.0% | 262 | +8 | 0.17% | Q4 2025 | Feb 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 4,600 | 277 | 0.0% | 0.0% | 263 | +600 | 15.0% | Q4 2025 | Feb 06, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 4,540 | 274 | 0.0% | 0.0% | 264 | -582 | -11.36% | Q4 2025 | Feb 09, 2026 |
| Colonial River Investments, LLC | History | Reduced | 4,466 | 269 | 0.1% | 0.11% | 265 | -325 | -6.78% | Q4 2025 | Feb 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 4,466 | 269 | 0.0% | 0.01% | 266 | -325 | -6.78% | Q4 2025 | Feb 19, 2026 |
| Quadrature Capital Ltd | History | New | 4,425 | 267 | 0.0% | — | 267 | +4,425 | New | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 4,335 | 261 | 0.0% | 0.0% | 268 | -792 | -15.45% | Q4 2025 | Jan 26, 2026 |
| WESBANCO BANK INC | History | Added to | 4,293 | 259 | 0.01% | 0.01% | 269 | +518 | 13.72% | Q4 2025 | Feb 03, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 4,248 | 259 | 0.03% | 0.03% | 270 | +61 | 1.46% | Q4 2025 | Jan 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 4,233 | 255 | 0.01% | 0.02% | 271 | -45 | -1.05% | Q4 2025 | Jan 07, 2026 |
| Krane Funds Advisors LLC | History | New | 4,213 | 254 | 0.01% | — | 273 | +4,213 | New | Q4 2025 | Feb 11, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 4,218 | 254 | 0.17% | 0.18% | 274 | +145 | 3.56% | Q4 2025 | Jan 26, 2026 |
| BROWN ADVISORY INC | History | No change | 4,217 | 254 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Argo Wealth Advisory, LLC | History | New | 4,182 | 252 | 0.15% | — | 275 | +4,182 | New | Q4 2025 | Jan 26, 2026 |
| Riverstone Advisors, LLC | History | Reduced | 4,158 | 251 | 0.12% | 0.15% | 276 | -600 | -12.61% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,140 | 250 | 0.0% | 0.0% | 277 | +1,269 | 44.2% | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 4,127 | 249 | 0.0% | 0.0% | 278 | +212 | 5.42% | Q4 2025 | Jan 23, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 4,122 | 248 | 0.14% | — | 279 | +4,122 | New | Q4 2025 | Feb 11, 2026 |
| CAP Partners, LLC | History | Reduced | 4,010 | 242 | 0.14% | 0.15% | 280 | -71 | -1.74% | Q4 2025 | Feb 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,994 | 241 | 0.01% | 0.01% | 282 | +541 | 15.67% | Q4 2025 | Jan 27, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 4,000 | 241 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 4,000 | 241 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 3,946 | 238 | 0.02% | 0.02% | 284 | -394 | -9.08% | Q4 2025 | Feb 03, 2026 |
| Avior Wealth Management, LLC | History | No change | 3,921 | 236 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| LRT Capital Management, LLC | History | New | 3,907 | 235 | 0.2% | — | 287 | +3,907 | New | Q4 2025 | Feb 13, 2026 |
| Kaizen Financial Strategies | History | Added to | 3,907 | 235 | 0.1% | 0.1% | 288 | +33 | 0.85% | Q4 2025 | Jan 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 3,900 | 235 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 3,840 | 231 | 0.01% | 0.01% | 289 | -216 | -5.33% | Q4 2025 | Feb 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 3,793 | 229 | 0.0% | 0.0% | 290 | +90 | 2.43% | Q4 2025 | Jan 28, 2026 |
| SHP Wealth Management | History | New | 3,777 | 228 | 0.02% | — | 291 | +3,777 | New | Q4 2025 | Mar 04, 2026 |
| Plan Group Financial, LLC | History | Reduced | 3,781 | 228 | 0.06% | 0.08% | 292 | -985 | -20.67% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | Reduced | 3,772 | 227 | 0.0% | 0.0% | 293 | -4 | -0.11% | Q4 2025 | Feb 17, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 3,754 | 226 | 0.01% | 0.01% | 294 | -1,246 | -24.92% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,674 | 221 | 0.01% | 0.01% | 295 | +20 | 0.55% | Q4 2025 | Feb 05, 2026 |
| Focused Wealth Management, Inc | History | Added to | 3,633 | 219 | 0.02% | 0.02% | 296 | +12 | 0.33% | Q4 2025 | Jan 29, 2026 |
| Heritage Wealth Advisors | History | No change | 3,600 | 217 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | New | 3,542 | 213 | 0.0% | — | 298 | +3,542 | New | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 3,532 | 213 | 0.12% | — | 300 | +3,532 | New | Q4 2025 | Feb 18, 2026 |
| MKT Advisors LLC | History | No change | 3,427 | 213 | 0.07% | 0.08% | 299 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 3,500 | 211 | 0.05% | — | 301 | +3,500 | New | Q4 2025 | Feb 02, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 3,500 | 211 | 0.05% | — | 302 | +3,500 | New | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | Reduced | 3,457 | 208 | 0.0% | 0.01% | 304 | -1,060 | -23.47% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,457 | 208 | 0.01% | 0.02% | 303 | +3 | 0.09% | Q4 2025 | Feb 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,408 | 205 | 0.01% | 0.01% | 305 | -840 | -19.77% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,932 | 177 | 0.0% | 0.0% | 306 | +784 | 36.5% | Q4 2025 | Jan 23, 2026 |
| Estate Planners Group, LLC | History | New | 2,894 | 174 | 0.08% | — | 308 | +2,894 | New | Q4 2025 | Apr 07, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 2,885 | 174 | 0.02% | 0.02% | 307 | -400 | -12.18% | Q4 2025 | Jan 22, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,843 | 171 | 0.03% | 0.03% | 310 | +36 | 1.28% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,847 | 171 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Advocates LLC | History | Added to | 2,789 | 167 | 0.04% | 0.04% | 311 | +634 | 29.42% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,755 | 166 | 0.01% | 0.01% | 312 | +102 | 3.84% | Q4 2025 | Jan 20, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 2,520 | 152 | 0.04% | 0.01% | 313 | +1,795 | 247.59% | Q4 2025 | Feb 09, 2026 |
| Leonteq Securities AG | History | No change | 2,500 | 150 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 2,475 | 149 | 0.0% | 0.0% | 315 | -175 | -6.6% | Q4 2025 | Jan 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 2,447 | 147 | 0.04% | — | 316 | +2,447 | New | Q4 2025 | Feb 05, 2026 |
| Register Financial Advisors LLC | History | No change | 2,443 | 147 | 0.06% | 0.06% | 317 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Co / SC | History | Reduced | 2,415 | 145 | 0.02% | 0.03% | 318 | -905 | -27.26% | Q4 2025 | Feb 12, 2026 |
| Compass Financial Services Inc | History | Added to | 2,286 | 138 | 0.06% | 0.06% | 319 | +40 | 1.78% | Q4 2025 | Feb 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 2,137 | 129 | 0.01% | 0.01% | 320 | -342 | -13.8% | Q4 2025 | Jan 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,106 | 127 | 0.0% | 0.0% | 321 | -166 | -7.31% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,090 | 126 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,947 | 117 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,869 | 112 | 0.01% | 0.01% | 324 | -87 | -4.45% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,819 | 109 | 0.0% | 0.0% | 325 | -12 | -0.66% | Q4 2025 | Jan 20, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,723 | 104 | 0.0% | — | 326 | +1,723 | New | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,672 | 101 | 0.0% | — | 327 | +1,672 | New | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 1,610 | 97 | 0.0% | 0.0% | 328 | -11,165 | -87.4% | Q4 2025 | Feb 10, 2026 |
| BAYBAN | History | New | 1,612 | 97 | 0.09% | — | 329 | +1,612 | New | Q4 2025 | Mar 05, 2026 |
| IFP Advisors, Inc | History | Added to | 1,439 | 86 | 0.0% | 0.0% | 330 | +144 | 11.12% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,334 | 80 | 0.01% | — | 331 | +1,334 | New | Q4 2025 | Feb 09, 2026 |
| CHELSEA COUNSEL CO | History | No change | 1,280 | 77 | 0.03% | 0.04% | 332 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,289 | 77 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,180 | 71 | 0.01% | 0.01% | 334 | +5 | 0.43% | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | Reduced | 1,175 | 70 | 0.0% | 0.0% | 335 | -1,793 | -60.41% | Q4 2025 | Jan 29, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,129 | 68 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,052 | 63 | 0.01% | 0.01% | 337 | +17 | 1.64% | Q4 2025 | Feb 03, 2026 |
| UMB Bank, n.a. | History | No change | 1,034 | 62 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,000 | 60 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | No change | 1,000 | 60 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 992 | 59 | 0.0% | 0.0% | 341 | +12 | 1.22% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 955 | 57 | 0.0% | 0.0% | 342 | +24 | 2.58% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 916 | 55 | 0.0% | 0.0% | 343 | -168 | -15.5% | Q4 2025 | Jan 14, 2026 |
| Colonial Trust Advisors | History | Added to | 850 | 51 | 0.0% | 0.0% | 344 | +15 | 1.8% | Q4 2025 | Feb 12, 2026 |
| Key Capital Management, INC | History | New | 831 | 50 | 0.05% | — | 345 | +831 | New | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 782 | 47 | 0.0% | 0.0% | 347 | +4 | 0.51% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 784 | 47 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Truvestments Capital LLC | History | No change | 773 | 46 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 754 | 45 | 0.0% | 0.0% | 349 | +248 | 49.01% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 750 | 45 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 709 | 42 | 0.0% | — | 352 | +709 | New | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 708 | 42 | 0.04% | 0.05% | 353 | +9 | 1.29% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 700 | 42 | 0.01% | 0.02% | 351 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 650 | 39 | 0.0% | 0.0% | 355 | -21 | -3.13% | Q4 2025 | Feb 10, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 650 | 39 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunrise Financial Services, LLC | History | New | 632 | 38 | 0.03% | — | 356 | +632 | New | Q4 2025 | Feb 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 600 | 36 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Manchester Capital Management LLC | History | Added to | 596 | 35 | 0.0% | 0.0% | 358 | +296 | 98.67% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | Added to | 546 | 32 | 0.01% | 0.01% | 359 | +2 | 0.37% | Q4 2025 | Jan 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 520 | 31 | 0.02% | — | 360 | +520 | New | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | New | 500 | 30 | 0.01% | — | 362 | +500 | New | Q4 2025 | Jan 06, 2026 |
| Smithfield Trust Co | History | No change | 500 | 30 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Asset Planning,Inc | History | No change | 500 | 30 | 0.02% | 0.02% | 363 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sankala Group LLC | History | New | 506 | 28 | 0.02% | — | 364 | +506 | New | Q4 2025 | Mar 02, 2026 |
| SouthState Bank Corp | History | Reduced | 461 | 27 | 0.0% | 0.01% | 365 | -1,539 | -76.95% | Q4 2025 | Feb 11, 2026 |
| Garner Asset Management Corp | History | New | 460 | 27 | 0.01% | — | 366 | +460 | New | Q4 2025 | Feb 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 460 | 27 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Roxbury Financial LLC | History | No change | 423 | 25 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 400 | 24 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 400 | 24 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PALLADIEM, LLC | History | New | 391 | 23 | 0.02% | — | 371 | +391 | New | Q4 2025 | Feb 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 372 | 22 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 332 | 20 | 0.0% | — | 373 | +332 | New | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 331 | 19 | 0.0% | — | 374 | +331 | New | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 325 | 19 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kingdom Financial Group LLC. | History | New | 306 | 18 | 0.01% | — | 379 | +306 | New | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 301 | 18 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 300 | 18 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IAG Wealth Partners, LLC | History | No change | 300 | 18 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | Added to | 218 | 13 | 0.0% | 0.0% | 380 | +2 | 0.93% | Q4 2025 | Jan 30, 2026 |
| Crewe Advisors LLC | History | Reduced | 219 | 13 | 0.0% | 0.0% | 381 | -1 | -0.45% | Q4 2025 | Jan 16, 2026 |
| ALERUS FINANCIAL NA | History | No change | 206 | 12 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 200 | 12 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lavaca Capital LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 187 | 11 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 169 | 10 | 0.01% | — | 387 | +169 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | New | 156 | 10 | 0.0% | — | 386 | +156 | New | Q4 2025 | Feb 02, 2026 |
| Tidemark, LLC | History | No change | 150 | 9 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ankerstar Wealth, LLC | History | New | 139 | 8 | 0.01% | — | 389 | +139 | New | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 139 | 8 | 0.01% | — | 390 | +139 | New | Q4 2025 | Feb 19, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 120 | 7 | 0.01% | — | 393 | +120 | New | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | No change | 129 | 7 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| West Branch Capital LLC | History | No change | 125 | 7 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 127 | 7 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cape Investment Advisory, Inc. | History | New | 100 | 6 | 0.0% | — | 397 | +100 | New | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 100 | 6 | 0.0% | — | 398 | +100 | New | Q4 2025 | Feb 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Founders Capital Management | History | No change | 100 | 6 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 86 | 5 | 0.0% | 0.01% | 400 | -115 | -57.21% | Q4 2025 | Mar 03, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 86 | 5 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SWAN Capital LLC | History | Added to | 73 | 4 | 0.0% | 0.0% | 401 | +53 | 265.0% | Q4 2025 | Feb 12, 2026 |
| Erste Asset Management GmbH | History | Reduced | 63 | 3 | 0.0% | 0.0% | 406 | -1,280 | -95.31% | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 58 | 3 | 0.0% | 0.0% | 402 | +1 | 1.75% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 59 | 3 | 0.0% | 0.0% | 404 | +1 | 1.72% | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | Reduced | 56 | 3 | 0.0% | 0.0% | 405 | -1 | -1.75% | Q4 2025 | Feb 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 60 | 3 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 19 | 1 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Versant Capital Management, Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Davis Capital Management | History | No change | 33 | 1 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Capital World Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -253,745 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 1.71% | — | -203,832 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Crawford Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -22,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -13,675 | -100.0% | Q3 2025 | Jan 12, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -10,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,287 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,995 | -100.0% | Q3 2025 | Oct 23, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 2.18% | — | -7,156 | -100.0% | Q3 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,994 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,946 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -5,150 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,726 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,497 | -100.0% | Q3 2025 | Oct 23, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,273 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,048 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,743 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,710 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Union Bancaire Privee, UBP SA | History | Reduced | 12,683 | 0 | — | 0.01% | — | -3,636 | -22.28% | Q4 2025 | Jan 05, 2026 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,588 | -100.0% | Q3 2025 | Oct 27, 2025 |
| ADVISORY RESEARCH INC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,471 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,290 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthfront Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,159 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,061 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -972 | -100.0% | Q3 2025 | Nov 12, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -969 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -647 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CITY HOLDING CO | History | Closed out | 0 | 0 | — | 0.0% | — | -406 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 07, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 02, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Oct 09, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Roble, Belko & Company, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 24, 2025 |
| DANSKE BANK A/S | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 02, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 17, 2025 |
| DV Trading LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| PayPay Securities Corp | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |