VanEck ETF Trust - MLN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,826,164 | 102,138 | 0.03% | 0.02% | 1 | +1,572,467 | 36.97% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,091,936 | 54,204 | 0.0% | 0.0% | 2 | +288,241 | 10.28% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,244,274 | 39,344 | 0.96% | 0.82% | 3 | +502,142 | 28.82% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,087,931 | 36,603 | 0.01% | 0.02% | 4 | -632,241 | -23.24% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 1,929,772 | 33,830 | 0.01% | 0.01% | 5 | +512,405 | 36.15% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,438,116 | 25,211 | 0.0% | 0.0% | 6 | -15,304 | -1.05% | Q4 2025 | Feb 10, 2026 |
| Bramshill Investments, LLC | History | Added to | 1,183,763 | 20,752 | 1.17% | 0.81% | 7 | +503,765 | 74.08% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,017,469 | 17,837 | 0.02% | 0.03% | 8 | -373,362 | -26.84% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 771,342 | 13,522 | 0.0% | 0.0% | 9 | +124,707 | 19.29% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 763,300 | 13,381 | 0.0% | 0.01% | 10 | -877,500 | -53.48% | Q4 2025 | Feb 17, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 633,000 | 11,097 | 2.27% | 2.78% | 11 | -119,053 | -15.83% | Q4 2025 | Feb 02, 2026 |
| ABLE Financial Group, LLC | History | Added to | 610,501 | 10,702 | 2.17% | 2.05% | 12 | +69,344 | 12.81% | Q4 2025 | Jan 23, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 551,028 | 9,660 | 0.6% | 0.58% | 13 | +17,979 | 3.37% | Q4 2025 | Jan 22, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 527,206 | 9,242 | 0.14% | 0.14% | 14 | +22,662 | 4.49% | Q4 2025 | Jan 22, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 517,024 | 9,063 | 0.31% | 0.33% | 15 | -5,235 | -1.0% | Q4 2025 | Jan 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 513,476 | 9,001 | 0.79% | 0.8% | 16 | +2,000 | 0.39% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 494,875 | 8,675 | 0.02% | 0.02% | 17 | +128,329 | 35.01% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 473,060 | 8,293 | 0.12% | 0.13% | 18 | +2,215 | 0.47% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 370,707 | 6,498 | 0.0% | 0.0% | 19 | +66,688 | 21.94% | Q4 2025 | Feb 11, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 369,222 | 6,472 | 0.72% | 0.72% | 20 | +31,002 | 9.17% | Q4 2025 | Feb 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 345,462 | 6,056 | 0.33% | 0.32% | 21 | +12,904 | 3.88% | Q4 2025 | Jan 07, 2026 |
| CX Institutional | History | Added to | 337,054 | 5,909 | 0.18% | 0.18% | 22 | +2,358 | 0.7% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 327,027 | 5,733 | 0.01% | 0.01% | 23 | +45,247 | 16.06% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 321,250 | 5,631 | 0.0% | 0.0% | 24 | +118,759 | 58.65% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | Reduced | 312,605 | 5,480 | 0.41% | 0.5% | 25 | -62,473 | -16.66% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 310,273 | 5,439 | 0.05% | 0.03% | 26 | +77,018 | 33.02% | Q4 2025 | Jan 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 281,466 | 4,934 | 0.0% | 0.01% | 27 | -119,035 | -29.72% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 240,479 | 4,215 | 0.02% | 0.02% | 28 | +6,766 | 2.9% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 236,762 | 4,150 | 0.0% | 0.0% | 29 | +222,267 | 1533.4% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 213,626 | 3,745 | 0.6% | 0.45% | 30 | +51,830 | 32.03% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 212,161 | 3,719 | 0.04% | 0.04% | 31 | -2,064 | -0.96% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 172,095 | 3,016 | 0.01% | 0.01% | 32 | +87,481 | 103.39% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 164,814 | 2,889 | 0.03% | 0.04% | 33 | -52,259 | -24.07% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 160,474 | 2,813 | 0.0% | 0.0% | 34 | +3,356 | 2.14% | Q4 2025 | Feb 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 157,054 | 2,753 | 0.04% | 0.06% | 35 | -71,220 | -31.2% | Q4 2025 | Jan 05, 2026 |
| AE Wealth Management LLC | History | Added to | 148,049 | 2,595 | 0.01% | 0.02% | 36 | +4,397 | 3.06% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 145,594 | 2,552 | 0.0% | 0.0% | 37 | +91,647 | 169.88% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | Added to | 133,495 | 2,340 | 0.02% | 0.02% | 38 | +9,675 | 7.81% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 118,038 | 2,069 | 0.0% | 0.0% | 39 | +17,919 | 17.9% | Q4 2025 | Feb 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 117,135 | 2,053 | 0.5% | — | 40 | +117,135 | New | Q4 2025 | Feb 02, 2026 |
| SYKON CAPITAL LLC | History | Added to | 116,970 | 2,050 | 0.66% | 0.23% | 41 | +77,269 | 194.63% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 116,028 | 2,034 | 0.02% | 0.05% | 42 | -84,192 | -42.05% | Q4 2025 | Feb 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 101,975 | 1,787 | 0.02% | 0.02% | 43 | +14,875 | 17.08% | Q4 2025 | Jan 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 100,411 | 1,760 | 0.0% | 0.0% | 44 | +20,662 | 25.91% | Q4 2025 | Feb 10, 2026 |
| White & Co Financial Planning Inc | History | No change | 99,341 | 1,741 | 1.3% | 1.31% | 45 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 96,619 | 1,693 | 0.0% | 0.0% | 46 | +145 | 0.15% | Q4 2025 | Feb 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 86,521 | 1,516 | 0.42% | 0.54% | 47 | -21,318 | -19.77% | Q4 2025 | Jan 23, 2026 |
| Bowman & Co S.C. | History | Added to | 79,305 | 1,390 | 0.59% | 0.58% | 48 | +956 | 1.22% | Q4 2025 | Jan 23, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 78,001 | 1,367 | 0.77% | — | 49 | +78,001 | New | Q4 2025 | Mar 11, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 72,735 | 1,275 | 0.17% | 0.16% | 50 | +6,678 | 10.11% | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 71,332 | 1,250 | 0.0% | 0.0% | 51 | +24,359 | 51.86% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | New | 65,242 | 1,143 | 0.02% | — | 52 | +65,242 | New | Q4 2025 | Mar 12, 2026 |
| McAdam, LLC | History | Added to | 63,686 | 1,116 | 0.05% | 0.05% | 53 | +309 | 0.49% | Q4 2025 | Feb 13, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 62,901 | 1,102 | 0.51% | 0.5% | 54 | +2,950 | 4.92% | Q4 2025 | Jan 09, 2026 |
| Invst, LLC | History | Added to | 62,545 | 1,096 | 0.12% | 0.09% | 55 | +15,499 | 32.94% | Q4 2025 | Feb 11, 2026 |
| Balance Wealth, LLC | History | Added to | 62,292 | 1,092 | 0.35% | 0.2% | 56 | +15,430 | 32.93% | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 59,115 | 1,036 | 0.03% | 0.02% | 57 | +1,462 | 2.54% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 54,347 | 952 | 0.01% | 0.01% | 58 | +14,050 | 34.87% | Q4 2025 | Jan 29, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 53,600 | 939 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 53,052 | 930 | 0.0% | — | 60 | +53,052 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 49,744 | 872 | 0.0% | — | 61 | +49,744 | New | Q4 2025 | Feb 05, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 48,335 | 847 | 0.27% | 0.27% | 62 | +4,365 | 9.93% | Q4 2025 | Jan 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 44,773 | 786 | 0.0% | 0.0% | 63 | +19,826 | 79.47% | Q4 2025 | Jan 08, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 41,426 | 726 | 0.02% | 0.02% | 64 | -5,503 | -11.73% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 41,393 | 725 | 0.0% | 0.0% | 65 | +3,114 | 8.14% | Q4 2025 | Feb 17, 2026 |
| Magnus Financial Group LLC | History | Added to | 41,172 | 721 | 0.06% | 0.05% | 66 | +7,234 | 21.32% | Q4 2025 | Jan 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 40,251 | 705 | 0.0% | — | 67 | +40,251 | New | Q4 2025 | Feb 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 36,686 | 643 | 0.23% | 0.21% | 68 | +4,477 | 13.9% | Q4 2025 | Feb 04, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 36,426 | 639 | 0.62% | — | 69 | +36,426 | New | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 36,291 | 636 | 0.03% | 0.03% | 70 | +4,972 | 15.88% | Q4 2025 | Feb 13, 2026 |
| CFO4Life Group, LLC | History | No change | 35,830 | 628 | 0.09% | 0.09% | 71 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 34,496 | 604 | 0.0% | 0.0% | 72 | +19,832 | 135.24% | Q4 2025 | Mar 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 34,274 | 600 | 0.0% | 0.0% | 73 | +217 | 0.64% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 31,220 | 547 | 0.01% | 0.02% | 74 | -9,482 | -23.3% | Q4 2025 | Feb 06, 2026 |
| CAP Partners, LLC | History | Added to | 27,168 | 476 | 0.27% | 0.25% | 75 | +1,629 | 6.38% | Q4 2025 | Feb 04, 2026 |
| WBH ADVISORY INC | History | Added to | 26,941 | 472 | 0.03% | 0.02% | 76 | +11,875 | 78.82% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 26,340 | 461 | 0.01% | 0.01% | 77 | +2,244 | 9.31% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 26,146 | 458 | 0.01% | — | 78 | +26,146 | New | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 25,232 | 442 | 0.01% | — | 79 | +25,232 | New | Q4 2025 | Feb 13, 2026 |
| RDA Financial Network | History | Added to | 25,212 | 441 | 0.11% | 0.07% | 80 | +7,865 | 45.34% | Q4 2025 | Jan 06, 2026 |
| Code Waechter LLC | History | No change | 24,739 | 433 | 0.28% | 0.28% | 81 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 23,133 | 405 | 0.0% | 0.0% | 82 | +8,564 | 58.78% | Q4 2025 | Feb 13, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 22,888 | 401 | 0.08% | 0.09% | 83 | -692 | -2.93% | Q4 2025 | Jan 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 21,798 | 382 | 0.0% | 0.0% | 84 | +1,063 | 5.13% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 21,000 | 368 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 20,667 | 362 | 0.0% | 0.0% | 86 | -421 | -2.0% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,269 | 337 | 0.0% | 0.0% | 87 | +12,674 | 192.18% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 18,356 | 321 | 0.02% | 0.01% | 88 | +4,170 | 29.4% | Q4 2025 | Jan 30, 2026 |
| Hedeker Wealth, LLC | History | Reduced | 18,012 | 315 | 0.07% | 0.3% | 89 | -63,830 | -77.99% | Q4 2025 | Jan 23, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 17,316 | 303 | 0.07% | 0.1% | 90 | -5,466 | -23.99% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Added to | 17,254 | 302 | 0.0% | 0.0% | 91 | +10,105 | 141.35% | Q4 2025 | Jan 29, 2026 |
| Rehmann Capital Advisory Group | History | No change | 16,676 | 292 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| FOSTER & MOTLEY INC | History | No change | 16,606 | 291 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PKS Advisory Services, LLC | History | No change | 16,300 | 285 | 0.07% | 0.06% | 94 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | No change | 15,961 | 281 | 0.22% | 0.28% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 15,946 | 280 | 0.0% | 0.0% | 96 | +2,327 | 17.09% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 15,954 | 279 | 0.0% | 0.01% | 97 | -3,997 | -20.03% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,170 | 265 | 0.0% | — | 98 | +15,170 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | No change | 13,900 | 244 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 13,809 | 242 | 0.01% | 0.01% | 100 | +86 | 0.63% | Q4 2025 | Feb 04, 2026 |
| BlackRock, Inc. | History | Added to | 13,561 | 237 | 0.0% | 0.0% | 101 | +1,442 | 11.9% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,500 | 219 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 11,861 | 208 | 0.01% | 0.01% | 103 | +549 | 4.85% | Q4 2025 | Jan 23, 2026 |
| VCI Wealth Management LLC | History | Added to | 11,818 | 207 | 0.06% | 0.06% | 104 | +78 | 0.66% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 11,212 | 197 | 0.0% | — | 105 | +11,212 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 11,103 | 194 | 0.0% | 0.0% | 106 | -385 | -3.35% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,990 | 192 | 0.03% | — | 107 | +10,990 | New | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,884 | 190 | 0.01% | 0.01% | 108 | +231 | 2.17% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,640 | 186 | 0.0% | 0.0% | 109 | -5,815 | -35.34% | Q4 2025 | Feb 18, 2026 |
| Advyzon Investment Management, LLC | History | New | 10,104 | 177 | 0.02% | — | 110 | +10,104 | New | Q4 2025 | Feb 13, 2026 |
| Vantus Wealth LLC | History | New | 10,104 | 177 | 0.13% | — | 111 | +10,104 | New | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,547 | 132 | 0.0% | 0.0% | 112 | +1,593 | 26.76% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 7,340 | 128 | 0.01% | — | 113 | +7,340 | New | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | Reduced | 6,779 | 118 | 0.01% | 0.04% | 114 | -9,935 | -59.44% | Q4 2025 | Jan 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,495 | 61 | 0.0% | 0.01% | 115 | -4,337 | -55.38% | Q4 2025 | Feb 13, 2026 |
| Park Place Capital Corp | History | Added to | 3,464 | 60 | 0.01% | 0.01% | 116 | +228 | 7.05% | Q4 2025 | Jan 09, 2026 |
| LGT Financial Advisors LLC | History | Added to | 2,367 | 41 | 0.25% | 0.07% | 117 | +505 | 27.12% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,383 | 41 | 0.0% | 0.0% | 118 | +24 | 1.02% | Q4 2025 | Jan 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,165 | 37 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 2,045 | 35 | 0.0% | 0.0% | 120 | -540 | -20.89% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,938 | 33 | 0.0% | — | 121 | +1,938 | New | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,674 | 29 | 0.0% | 0.04% | 122 | +652 | 63.8% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,591 | 27 | 0.0% | 0.0% | 123 | -2,779 | -63.59% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 1,557 | 27 | 0.0% | 0.0% | 124 | -316 | -16.87% | Q4 2025 | Jan 26, 2026 |
| EASTERN BANK | History | No change | 1,522 | 26 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 1,415 | 24 | 0.0% | — | 126 | +1,415 | New | Q4 2025 | Jan 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,106 | 19 | 0.02% | — | 127 | +1,106 | New | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 791 | 13 | 0.0% | — | 128 | +791 | New | Q4 2025 | Feb 06, 2026 |
| OPTIMA CAPITAL LLC | History | New | 790 | 13 | 0.01% | — | 130 | +790 | New | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 788 | 13 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 491 | 8 | 0.01% | 0.01% | 131 | +11 | 2.29% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 436 | 7 | 0.0% | — | 132 | +436 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 184 | 3 | 0.0% | 0.0% | 133 | -4 | -2.13% | Q4 2025 | Feb 13, 2026 |
| EPG Wealth Management LLC | History | No change | 193 | 3 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 82 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -37,220 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -22,006 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -12,371 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,385 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,189 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -973 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 44 | 0 | — | — | — | +44 | New | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |